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Gurjeet Pal
“I found their services the best, they offered me the cheapest prices comparing to other agents.”
Best Financial Advisors in Caledon, ON
The highest-rated Financial Planning & Wealth Management companies out of 61 vetted & reviewed in the Caledon area.
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Shield Financial Services
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Wealth & Estate Financial Canada
- 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!”
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Sharma Wealth Management / Manulife Securities
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.”
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Balwinder Financial
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.”
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Accountant on Call | Reliable AOC
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.”
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Avnish Aggarwal, Cpa-Tax , Accounting, Corporation
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”
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Global Accounting Services
- 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.”
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Vida Financial Group
- 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.”
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Bizlon
- 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 …”
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Kothai Accounting l Accounting and Advisory Services
- 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.”
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Ranjit Dhillon Broker - Centum Mortgage Smart
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”
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Joe Sammut - Mortgage Architects
- 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.”
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Balvir Saini, CPA & Sandeep Saini, CPA
“Excellent Service”
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Gsinsurance
“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.”
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ACN Financial Group
- 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.”
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Bassi & Karimjee
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.”
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Reshma Sharma Cpa: Tax & Accounting Firm Brampton
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”
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Sunil Heda, Heda Investments, Manulife Securities
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.”
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Tax and Accounting Experts
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”
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CSR Wealth Management
- 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.”
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Rajat Malhotra
“Rajat took the time to explain how much insurance I need and was able to get me really low auto and home insurance rates.”
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HPA Financial Services
Tax Preparation, First Time Home Buyers, Small Business Consulting
“Thankful for this team for their effort in getting us an affordable mortgage rate during a pandemic.”
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Master Financial
- Mortgage
“Great experience working with Dominic Wilfred.”
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
Why these companies made our list
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