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Best Financial Advisors near Caledon, ON
1 of these firms is based in Caledon; the others serve Caledon from towns including Mississauga (34 km), Brampton (22 km) and Orangeville (21 km).
5 open weekends · 20 rated 4.5+
Data verified October 18, 2026
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Vida Financial Group
- Insurance
- 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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Wealth & Estate Financial Canada
- Passion
- Expert
- Honest
“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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Gsinsurance
- Parents
- Visa
“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
- Retirement
- Needs
- Know
“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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Multtani Planners
- Accountant
- Tax
“I came to Canada last year as an international student and I was struggling to find the best consultant for tax filing, one of my friends suggested about him and I got my tax filed within very little time and at a very genuine rate.”
The 24 firms listed for Caledon, ON offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.
Area overview: Caledon, ON
22 of the 24 firms on this page have a rating, from 4.0 to 5.0 across 273 reviews; 20 are rated 4.5 or higher. 5 are open on Saturdays and 2 on Sundays. 1 lists staff certifications (CFP). Domain records put 8 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 4 offer a free initial consultation; 2 are family- or locally-owned and 1 lists coupons or special offers. We have a website on file for all 24 of the firms on this page; 20 publish a contact page; 22 list a public email and 4 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Caledon take financial planning bookings online?
4 of the 24 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.
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CSR Wealth Management
- Future
- 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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Sunil Heda, Heda Investments, Manulife Wealth
- Conversation
- Portfolio
- Informative
“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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Sharma Wealth Management / Manulife Wealth
- Service
“Great service”
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IPC Securities Corporation - Holly Langley
“Very professional and really nice people.”
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Greenwood Wealth | Worldsource Securities
- Finances
“The financial plan we implemented has allowed me to continue to benefit from my employer's stock compensation while providing a lower-risk core investment strategy to help solidify my future financial independence.”
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Phillips Financial Group
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NSD Accounting
- Financial
- Team
“The financial advise they provide is really helpful and help me plan for my business along with the tax filling and bookkeeping.”
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Roysun Financial
“I've been dealing with Stephen for many years and am thoroughly happy with the service he provides.”
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Antares Financial
- Team
- Professional
“King and his team were very professional and knowledgeable!”
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Nicholas Yuzwin - NPY Wealth Management
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Lismar Financial
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Elleverity Wealth Management
- Family
- Patient
- Goals
“She has taking the time to work with me on a spending/savings/investment plan that allows me to take the next step to creating a legacy for myself based on what I want and need in my life.”
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Supreme Financial
“Great people to deal with”
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VFG Financial Group
“All of your financial needs will be secure in the hands of these qualified professionals.”
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Manulife Securities
“Covid conscious.”
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Quantum Financial Planning
“Very nice channel”
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Pyramid Group, Canada
“All my questions were answered in the manner i understand.”
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Starview Financial Advisors
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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