Best Financial Advisors in Caledon, ON

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

Shield Financial Services

Shield Financial Services

12101 Airport Rd, Caledon, ON L7C 2X3
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Kothai Accounting l Accounting and Advisory Services

Kothai Accounting l Accounting and Advisory Services

(38)
  • Patient
  • Advice
  • Pricing
“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.”
In Business Since 2020
7205 Goreway Dr B2, Mississauga, ON L4T 2T9
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Wealth & Estate Financial Canada

Wealth & Estate Financial Canada

(30)
  • 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!”
In Business Since 2017
218 Export Blvd Suite 411, Mississauga, ON L5S 0A7
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Greenwood Wealth | Worldsource Securities

Greenwood Wealth | Worldsource Securities

(9)
  • 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.”
In Business Since 2018
200 Ronson Dr #310, Etobicoke, ON M9W 5Z9
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NSD Accounting

NSD Accounting

(3)
Mortgage and Loans, Bookkeeping, Mortgage Solutions
“The financial advise they provide is really helpful and help me plan for my business along with the tax filling and bookkeeping.”
In Business Since 2021
11 Steinway Blvd, Etobicoke, ON M9W 6S9
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Antares Financial

Antares Financial

(5)
  • Team
  • Professional
“King and his team were very professional and knowledgeable!”
18 Bayridge Dr, Brampton, ON L6P 2H9
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Birdi Chartered Professional Accountant

Birdi Chartered Professional Accountant

(50)
Personal Taxes, International Taxes, Incorporation
“Gurrai helped with my return for a few years now and is very knowledgeable in complex tax scenarios which made the whole filing process very easy and quick.”
Free Initial Consultation
15 Bramsteele Rd, Brampton, ON L6W 3K6
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Accountant on Call | Reliable AOC

Accountant on Call | Reliable AOC

(50)
Mortgages and Loans, Bookkeeping, Mortgage Solutions
“Chirag's attention to detail and thorough understanding of tax laws ensure that his clients receive the best possible service and maximize their tax savings.”
Transparent Fees & Pricing
In Business Since 2009
11 Steinway Blvd Unit-12b, Etobicoke, ON M9W 6S9
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The Money Mint

The Money Mint

(50)
  • Communication
  • Team
  • Honesty
“Charles was incredibly efficient and professional, managing to lock in a recent mortgage, on a condo that closed earlier than expected, in just 15 days!”
Offers Financing Options
20+ Years Experience
2600 Skymark Ave Bldg 10, Unit 104, Mississauga, ON L4W 5B2
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Avnish Aggarwal, Cpa-Tax , Accounting, Corporation

Avnish Aggarwal, Cpa-Tax , Accounting, Corporation

(48)
TAX Services, Financial Planning, Business Advisory
“Very good experience with avnish sir i save my so much tax over uber and pay very less amount thanks you sir i recommend all uber driver to must visit to save their tax”
In Business Since 2019
2130 N Park Dr unit #223-224, Brampton, ON L6S 0C9
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Joe Sammut - Mortgage Architects

Joe Sammut - Mortgage Architects

(45)
  • Dream
  • Professional
  • Stress
“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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Vida Financial Group

Vida Financial Group

(45)
  • 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.”
34 Alderway Ave, Brampton, ON L6Y 2B7
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Bizlon

Bizlon

(40)
  • Good Services
  • Company
  • Cold Calling
“Roy sharma has done an excellent job for our business interac machine done follow up regularly since we spoke over phone but must say excellent service and very nice customer service with positive response .”
In Business Since 2021
16 Peridot Rd, Brampton, ON L6P 0Z6
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Balvir Saini, CPA & Sandeep Saini, CPA

Balvir Saini, CPA & Sandeep Saini, CPA

(39)
  • Questions
“Trustworthy office members”
7-110 Pertosa Dr, Brampton, ON L6X
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PFG Financial

PFG Financial

(38)
  • Strategic
  • Professional
  • Confidence
“I have worked with Sonia on my business plan and she was really helpful and understanding although my business was not that common, but she helped me a lot.”
In Business Since 2023
1450 Meyerside Dr #302, Mississauga, ON L5T 2N5
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Gsinsurance

Gsinsurance

(17)
  • 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.”
Free Initial Consultation
In Business Since 2018
8 Luella Crescent, Brampton, ON L7A 3J3
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Multtani Planners

Multtani Planners

(20)
  • 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.”
In Business Since 2024
1300 Steeles Ave E Unit 206, Brampton, ON L6T 1A2
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ACN Financial Group

ACN Financial Group

(16)
  • 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.”
Family Business
In Business Since 2017
2550 Matheson Blvd E #130, Mississauga, ON L4W 4Z1
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CSR Wealth Management

CSR Wealth Management

(16)
  • 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.”
25+ Years Experience
17 Jerome Crescent, Brampton, ON L6S 2G9
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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, Corporate Tax Returns, Payroll 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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Sunil Heda, Heda Investments, Manulife Wealth

Sunil Heda, Heda Investments, Manulife Wealth

(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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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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Sharma Wealth Management / Manulife Wealth

Sharma Wealth Management / Manulife Wealth

(9)
Individuals, Business Owners, Overview
“Great service”
2560 Matheson Blvd E #324, Mississauga, ON L4W 4Y9
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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.

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