Igneski Financial
“They take the time to really know their customers which gives me every confidence that not just my financial goals are well understood but also my comfort level.”
Best Financial Advisors in Dundas, ON
24 firms listed · 10 in Dundas · 1 open weekends · 19 rated 4.5+
Data verified October 16, 2026
Mosak Financial Services
“It was great experience with mosak financial”
Pension Solutions Canada
“I reached out to Bruce to get some pension advice and he immediately recognized what I needed to do and pointed me in the right direction!”
Book onlineBook
First Capital Financial
Claymore Financial Group
“They helped my family for over 20 yrs , my parents started out and now I hope to continue with my financial future .”
Banks Financial
“Roger and staff are very obliging.”
The 24 firms listed for Dundas, 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: Dundas, ON
10 of the 24 firms we list are based in Dundas; the other 14 serve Dundas from towns including Burlington, Hamilton and Mississauga. 20 of the firms on this page have a rating, from 4.4 to 5.0 across 758 reviews; 1 has 50 or more reviews and 19 are rated 4.5 or higher. 1 is open on Saturdays. The services the firms on this page list most often on their websites are estate planning (4), financial planning (3), cash & credit management (2), charitable giving (2) and insurance planning (2). 8 have ten or more years of experience, the longest 26 years. 1 offers remote or virtual consultations; 2 offer payment plans; 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 19 publish a contact page; 18 list a public email and 4 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Dundas 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.
Plan2bewealthy + Tax & Planning Group
“With him it's always a smooth process and he communicates very well making the task easy to complete.”
IPC Investment Corporation - Ken Vanderlaan
Broughton Financial
IPC Securities Corporation - Thie Convery
Vanveen Financial
R.W. Penson Financial and Worldsource Financial Management
Energia Insurance Services INC
“You are at the top of my list of companies that deliver excellence in everything they do.”
Homebrook Financial Group
“Melanie was a pleasure to deal with, she was patient, knowledgable and kind.”
Wescan Accountant Professional
“It was a great experience working with Mr Balwinder Singh at Wescan accountants for my husbands estate closing”
Degraaf Financial Strategies
“Leony truly cares about her clients success while making the whole process comfortable and easy”
The Accounting Place
“Everyone is very kind and efficient at the same time”
Reid Financial Strategies
“Not only did he do my taxes in record time in a professional manner, but he also looked in every nook and cranny to get me money back wherever it was possible.”
Maduri Financial Group
“Extremely professional, responsive, with the ability to provide a full financial plan inclusive of budgeting, life insurance, retirement and tax planning, investment accounts, and everything in between.”
Safeguard Insurance and Financial Services
“He is very knowledgeable and he is always available whenever I need him.”
Rowanoak Private Wealth Counsel
“RowanOak, is not just our financial investment company, they are like family!”
Jacobs Financial
“He is extremely knowledgeable, has great energy ,very positive ,forward thinking and just amazing all around”
Watson Investments
“We did extremely well with our investments during some tough times when others had troubles.”
David Cotton - Cotton Acuity Financial
“He is there at anytime to answer questions and help you make sound financial decisions.”
Why these companies made our list
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