Best Financial Advisors in Caledon, ON

The highest-rated Financial Planning & Wealth Management companies out of 61 vetted & reviewed in the Caledon area.

Gurjeet Pal

Gurjeet Pal

(1)
“I found their services the best, they offered me the cheapest prices comparing to other agents.”
Free Initial Consultation
In Business Since 2015
6960 Mayfield Rd, Caledon East, ON L7C 0Z8
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Shield Financial Services

Shield Financial Services

12101 Airport Rd, Caledon, ON L7C 2X3
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Wealth & Estate Financial Canada

Wealth & Estate Financial Canada

(30)
  • Goals
  • Expert
  • Insurance
“Knowing her professionally and personally have been a pleasure and I would recommend her to everyone who is looking to get their finances in order with customized solutions and personal attention from the experts!”
Coupons & Offers
In Business Since 2017
218 Export Blvd Suite 411, Mississauga, ON L5S 0A7
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Sharma Wealth Management / Manulife Securities

Sharma Wealth Management / Manulife Securities

(7)
Retirement Planning, Estate Planning, Insurance
“During this pandemic, Naresh and his team were able to provide excellent service and gave great advice while assisting us from home.”
2560 Matheson Blvd E #324, Mississauga, ON L4W 4Y9
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Balwinder Financial

Balwinder Financial

(50)
Travel Insurance, Investments, Life Insurance
“Balwinder was very friendly and helpful she answered all our questions very simply and thoughtfully and helped us with what we needed in depth she also made the Resp process much easier and quicker.”
Free Initial Consultation
In Business Since 2014
1315 Derry Rd E #2, Mississauga, ON L5T 1B6
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Accountant on Call | Reliable AOC

Accountant on Call | Reliable AOC

(50)
Mortgages and Loans, Bookkeeping, Mortgage Solutions
“Now Dhrunil is doing accounting for me for last two years before Danny does his final review and he also provides the same level of service Danny used to do.”
NETFILE Certified
Transparent Fees & Pricing
In Business Since 2009
11 Steinway Blvd Unit-12b, Etobicoke, ON M9W 6S9
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Avnish Aggarwal, Cpa-Tax , Accounting, Corporation

Avnish Aggarwal, Cpa-Tax , Accounting, Corporation

(49)
TAX Services, Financial Planning, Business Advisory
“Honest and provides best advice, filing taxes is very easy nowadays but best to take consultation from an experienced professional like Avnish ji, he ensures that you're filing your taxes accurately as per the rules and regulations”
In Business Since 2019
2130 N Park Dr unit #223-224, Brampton, ON L6S 0C9
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Global Accounting Services

Global Accounting Services

(49)
  • Planning
  • Family
  • Understand
“I've been going to Global Accounting to do my families income tax for the last 4 years, Vishal is always willing to answer any questions or concerns we might have.”
49 Hillcrest Ave # 205, Brampton, ON L6W 4V4
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Vida Financial Group

Vida Financial Group

(46)
  • Confidence
  • Financial Advisor
  • Decision
“He takes the time to truly understand our unique needs and presents us with a range of investment and insurance plans that are tailored to our specific situation.”
34 Alderway Ave, Brampton, ON L6Y 2B7
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Kothai Accounting l Accounting and Advisory Services

Kothai Accounting l Accounting and Advisory Services

(38)
  • Patient
  • Tax Preparer
“When I walk into your office, you were able to show me through your communication and professionalism that you are not an accountant who deals only with numbers, but with clients as well.”
Free Initial Consultation
In Business Since 2020
7205 Goreway Dr B2, Mississauga, ON L4T 2T9
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Bizlon

Bizlon

(42)
  • Scam
  • Company
  • Debit
“Zaid did an amazing job by moving my business over to them and I am very happy with the service and follow up calls very professional 🙏keep up the great work …”
In Business Since 2021
16 Peridot Rd, Brampton, ON L6P 0Z6
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Ranjit Dhillon Broker - Centum Mortgage Smart

Ranjit Dhillon Broker - Centum Mortgage Smart

(30)
Leasing, Consumer Loans, Life and Disability Insurance
“Although we rejoiced with being able to accept a mortgage with a new lender and not having to sell, it was apparent that Ranjit was not so excited, as he had an even bigger plan for us, which was to see us someday graduate to an A rated lender”
Licensed
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2002
7956 Torbram Rd unit 20, Brampton, ON L6T 5A2
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Joe Sammut - Mortgage Architects

Joe Sammut - Mortgage Architects

(45)
  • Dream
  • Professional
  • The Future
“Working with Sunny and Nikki was seamless and they were able to secure us a great rate in the current market, provided timely answers to my (many) questions and ensured everything was ready for closing.”
Offers Financing Options
Licensed
94 Broadway, Orangeville, ON L9W 1J9
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Balvir Saini, CPA & Sandeep Saini, CPA

Balvir Saini, CPA & Sandeep Saini, CPA

(37)
“Excellent Service”
7-110 Pertosa Dr, Brampton, ON L6X
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Gsinsurance

Gsinsurance

(16)
“GS insurance provides the best service in the town, I have met Gurdev Singh Ji for only few minutes but the gentleness and humbleness they shown in a talk gives a reflection of the their personality.”
Free Initial Consultation
In Business Since 2018
8 Luella Crescent, Brampton, ON L7A 3J3
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ACN Financial Group

ACN Financial Group

(16)
  • Life
  • Know
  • Needs
“Brad is such a nice guy, also was very helpful, knowledgeable and open to all my questions and concerns when needed regarding our RSP and investment options.”
Family Business
In Business Since 2017
2550 Matheson Blvd E #130, Mississauga, ON L4W 4Z1
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Bassi & Karimjee

Bassi & Karimjee

(12)
Tax, Advisory, Accounting Services
“My situation is complex as I work in the USA and Canada and they have been extremely supportive and helpful in my transition and in explaining tax laws.”
7900 Hurontario St #504, Brampton, ON L6Y 0P6
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Reshma Sharma Cpa: Tax & Accounting Firm Brampton

Reshma Sharma Cpa: Tax & Accounting Firm Brampton

(11)
Bookkeeping Services, Payroll Services, Controllership Services
“One of best CPA: helped with all small needs: Have individual person to help for any day to day activities or concerns: I would recommend 100% to any one”
In Business Since 2017
341 Main St N #209, Brampton, ON L6X 3C7
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CSR Wealth Management

CSR Wealth Management

(14)
  • Family
  • Retirement
  • Team
“Frank Gasper made me feel comfortable because I met with him at a coffee shop the first time and eventually at his home office where he walked me through a savings & investment plan.”
25+ Years Experience
17 Jerome Crescent, Brampton, ON L6S 2G9
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Tax and Accounting Experts

Tax and Accounting Experts

(6)
Back/Late/Unfiled Tax Returns, Corporate Tax Returns, Bookkeeping Services
“Hamid is very professional and trustworthy and I'll probably be filling my taxes (both personal and corporate) with him for as long as he's in business”
Free Initial Consultation
1550 Meyerside Dr #7, Mississauga, ON L5T 1V4
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Sunil Heda, Heda Investments, Manulife Securities

Sunil Heda, Heda Investments, Manulife Securities

(10)
Risk & Insurance Management, Banking, Retirement Planning & Estate Strategies
“The slow and steady approach was determined as we got to see how well he was managing our investments and how impressively the portfolio was managed to optimize maximum returns even in adverse times, all with a very low fee.”
In Business Since 2015
5451 Hwy 7 Suite 206, Woodbridge, ON L4L 0B2
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Rajat Malhotra

Rajat Malhotra

(7)
“Rajat took the time to explain how much insurance I need and was able to get me really low auto and home insurance rates.”
Free Initial Consultation
90 Eastern Ave Unit 31, Brampton, ON L6W 0B6
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EP & Sons Limited

EP & Sons Limited

(9)
“Being going here for decades, always a pleasure dealing with them, excellent business”
In Business Since 2022
1272 Queen St W, Brampton, ON L6X 0B2
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Master Financial

Master Financial

(9)
  • Mortgage
“Great experience working with Dominic Wilfred.”
1215 Meyerside Dr Unit 2B, Mississauga, ON L5T 1H3
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Retirement Planning and Investment Management Services in Caledon, ON Cost Estimates

Minimum cost
$1230
Maximum cost
$10455
National Average
$3690
Avg Per Hour Rates
$369
$2460
$6765
Average price range is based on 455 cost profiles
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Average Cost $3690
Minimum cost $1230
Maximum cost $10455
Avg Per Hour Rates $369

Average range $2460 to $6765 is based on 455 cost profiles.

Why these companies made our list

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