Best Financial Advisors in Dundas, ON

The highest-rated Financial Planning & Wealth Management companies out of 57 vetted & reviewed in the Dundas area.

Igneski Financial

Igneski Financial

(29)
  • Management
  • Plan
  • Resp
“Louie is great and very knowledgeable, he believes in sharing info so that you know exactly what the best options are for you and where you want to be in life.”
In Business Since 2006
Serving Dundas Area
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First Capital Financial

First Capital Financial

(1)
Learning & Support, The Next Program, Wealth Management
“As always been very responsive.”
Serving Dundas Area
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KFB Financial Services

KFB Financial Services

(1)
“I recently contacted KFB for financial advice relating to mortgages and debt and the team was extremely helpful and knowledgeable walking me through some options and explaining the pros and cons.”
In Business Since 2005
326 Dundas St E 2nd floor, Whitby, ON L1N 2J1
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Banks Financial

Banks Financial

(1)
“Roger and staff are very obliging.”
50 Coreslab Dr, Dundas, ON L9H 0B2
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Claymore Financial Group

Claymore Financial Group

(1)
“They helped my family for over 20 yrs , my parents started out and now I hope to continue with my financial future .”
Remote Consultations Available
Serving Dundas Area
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Annex Financial Services

Annex Financial Services

(1)
“Great service.”
326 Dundas St E, Whitby, ON L1N 2J1
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Plan2bewealthy + Tax & Planning Group

Plan2bewealthy + Tax & Planning Group

(8)
  • Taxes
“Mike was very helpful with filing my taxes.”
Serving Dundas Area
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Jeff Salter Aligned Capital Partners

Jeff Salter Aligned Capital Partners

“I have been dealing with Greg for many years and very happy with his service.”
In Business Since 2011
Transparent Fees & Pricing
[email protected], 400 Dundas St W Suite 205, Whitby, ON L1N 2M7
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Greg Salter Cfp,rrc Apex Investments

Greg Salter Cfp,rrc Apex Investments

“Dear friends, We hope this letter finds you well. Since our last correspondence, we have witnessed the failure of a few small U.S. banks, including Silicon Valley Bank (SVB) and uncertainty lingers about the U.S. and European banking systems. Some in...”
Transparent Fees & Pricing
400 Dundas St W #203, Whitby, ON L1N 8Y8
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Broughton Financial

Broughton Financial

“We've spent decades perfecting the art of financial planning for families just like yours. Our core values revolve around being client-focused, fostering genuine connections, and upholding unwavering integrity. We want you to feel confident in the be...”
50 Coreslab Dr, Dundas, ON L9H 0B2
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Express Financial Services

Express Financial Services

2087 Dundas St E Unit 105, Mississauga, ON L4X 2W7
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Zach Kirkby Cfp, RRC

Zach Kirkby Cfp, RRC

“With an enhanced team-based approach that provides both local and national industry expertise, we provide you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what is right for your uni...”
In Business Since 2021
111-1614 Dundas St E, Whitby, ON L1N 8Y8
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R.W. Penson Financial and Worldsource Financial Management

R.W. Penson Financial and Worldsource Financial Management

Segregated Funds, Rrsp’s, Group Rrsp’s and Pensions
“With experience as an advisor since 1989 working with business owners and professionals, families and individuals, I pride myself on offering simple solutions to often complicated insurance, investment, retirement, estate, and tax planning problems. ...”
In Business Since 2007
Family Business
Serving Dundas Area
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Vanveen Financial

Vanveen Financial

Tax Planning, Private Wealth, Estate Planning
“Choose to work with us, and you're choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.”
In Business Since 2017
Transparent Fees & Pricing
2087 Dundas St E, Mississauga, ON L4X 2V7
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IA Private Wealth

IA Private Wealth

Services, Wealth Solutions, Process
“Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection ...”
In Business Since 2019
400 Dundas St E unit 3, Whitby, ON L1N 0K1
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DLC - Team Mortgage Assurance

DLC - Team Mortgage Assurance

(47)
Mortgage Refinancing, Debt Consolidation, Renovation Mortgage
“I'm able to close my first deal with in first month with the support and knowledge shared by Ram…All the best to Ram, Rabbiya and Mortgage Assurance Team!!!”
In Business Since 2024
Licensed
Offers Financing Options
Transparent Fees & Pricing
5675 Whittle Rd, Mississauga, ON L4Z 3P8
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Steve Welker and Company

Steve Welker and Company

(49)
  • Sleep
  • Understanding
  • Meeting
“Your company is a lifesaver and I know you're going to help many many people and I still hope that I'm one of the ones that can go to the end and have a good outcome.”
Licensed, BBB Accredited
347 Jane St Unit 130, Toronto, ON M6S 3Z3
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Objective Financial Partners

Objective Financial Partners

(50)
Money Coaching, Financial Consulting, Executor/Probate/Estate Services
“Both were incredibly approachable and thorough, going above and beyond to answer my questions and prepare a plan that allowed me to get the clarity and information I needed to make the financial decisions I was seeking to make.”
In Business Since 2012
CGA Certified
Remote Consultations Available
Transparent Fees & Pricing
East Tower, 675 Cochrane Dr 6th floor, Markham, ON L3R 0B8
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Accountant on Call | Reliable AOC

Accountant on Call | Reliable AOC

(50)
Financial Services, Business Registration, Accountant on Call
“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.”
In Business Since 2009
Transparent Fees & Pricing
11 Steinway Blvd Unit-12b, Etobicoke, ON M9W 6S9
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Tembo Financial

Tembo Financial

(50)
Bridge Financing, Finance Solutions Ontario, Deposit Loans
“On two occasions after the sale of our home they helped us receive the financing we needed to push forward in relocating from Ontario to Prince Edward Island.”
In Business Since 2014
Offers Financing Options
265 Rimrock Rd Suite 202, North York, ON M3J 3C6
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Lexaltico

Lexaltico

(49)
Canadian Relocation Package, Real Estate Services, Immigration Services
“With our best interests in mind, as well as offering reasonable and affordable legal services, ALG has exceeded all expectations and made our journey serene.”
In Business Since 2022
Coupons & Offers
90 Matheson Blvd W Suite 101, Mississauga, ON L5R 3R3
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Accounting Plus Financial Services

Accounting Plus Financial Services

(49)
Personal Tax, Virtual Personal Tax Returns, Business Advisory & Tax Planning
“Despite having some unique accounting needs, the team at Accounting Plus has consistently delivered excellent, professional service and at a very reasonable cost.”
In Business Since 2005
Remote Consultations Available
Serving Dundas Area
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Harris & Partners

Harris & Partners

(46)
Debt Relief Services, Debt Relief For Businesses
“Liza was super helpful in getting my debt relief setup so I could still afford all my other bills as well as just going above an beyond what she needed to do!!!”
In Business Since 2013
Free Initial Consultation
8920 Woodbine Ave #104, Markham, ON L3R 9W9
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Etaxcan

Etaxcan

(50)
Personal Tax Returns, Corporate Tax Returns, Tax Planning / Financial Planning
“It was a great experience, I never believe I could get my income tax return without paying money, this is the right place to file your taxes, (guys is free)am so excited Thanks for your service.”
305 Milner Ave Unit #301, Scarborough, ON M1B 3V4
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Retirement Planning and Investment Management Services in Dundas, ON Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on 415 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Fair range $2000 to $5500 is based on 415 cost profiles.

Why these companies made our list

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