Best Financial Advisors in Etobicoke, ON

Handpicked from 34 vetted & reviewed Financial Planning & Wealth Management firms in the Etobicoke area, discover the top 5 elite providers among the selected group of 24 finalists.

Gaylor Tachauer & Associates Private Wealth Management

Gaylor Tachauer & Associates Private Wealth Management

(16)
  • Honest
  • Investing
  • Team
“We know our finances are being taken care of superbly, and always in ways we are comfortable with, and we have also appreciated Neil's sound advice along the way on such things as selling a home, getting the best rate imaginable on a mortgage, and bu...”
In Business Since 2021
Transparent Fees & Pricing
295 The West Mall #700, Etobicoke, ON M9C 4Z4
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Ironshield Financial Planning

Ironshield Financial Planning

(1)
Offering, Self Service, Comprehensive Programs
“Coming in today got my pedicure done.”
In Business Since 2000
1460 The Queensway, Etobicoke, ON M8Z 1S4
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Kurt Rosentreter Financial Advisor and Wealth Management

Kurt Rosentreter Financial Advisor and Wealth Management

(10)
Divorce Financial Planning, Financial Planning Services, Career Transition Planning
“Kurt has always provided sound investment advice based on the "big picture" and has modified our investment portfolio over the years to accommodate our changing needs while ensuring we remain on track to meet our retirement goals; at times this has ...”
In Business Since 2003
2848 Bloor St W, Etobicoke, ON M8X 1A9
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Calum Ross - the Mortgage Management Group

Calum Ross - the Mortgage Management Group

(30)
  • Expert
  • Portfolio
  • Team
“Calum Ross is one of the most intelligent people I know, but with a talent for explaining financial complexities in such a way that the ordinary person can understand.”
In Business Since 2004
Offers Financing Options
3280 Bloor St W 12h Floor, Etobicoke, ON M8X 2X3
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Accountant on Call | Reliable AOC

Accountant on Call | Reliable AOC

(30)
Govern Compliance & CRA Representation, Financial Services, Accountant On Demand
“And as according the advice of a friend, while I contacted the Reliable AOC team, they did great, they were really of high updated knowledge and information and helped me with my accounting deals very well and handed me the best guidance regarding my...”
In Business Since 2009
11 Steinway Blvd Unit-12b, Etobicoke, ON M9W 6S9
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
98 (100)
Minimum Reputation Rank
99.3 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
Kind Wealth

Kind Wealth

(7)
  • Confident
“She provides us with impartial advice - so very rare, to have advice that you can trust because she's not receiving commissions, kick-backs, or incentives.”
In Business Since 2017
Transparent Fees & Pricing
2 Prennan Ave, Etobicoke, ON M9B 4B6
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Behind the 8 Ball Credit Services

Behind the 8 Ball Credit Services

(8)
  • Team
  • Family
“I went to see Peter with regards to a collection agency issues and worried sick of getting sued, after speaking with Peter he assured me not to worry, that he could settle the debt for a lot less than what I owe still concerned about being sued he in...”
In Business Since 2016
1570 Kipling Ave Unit 1, Etobicoke, ON M9R 2Y1
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More Money Club

More Money Club

(8)
“He has helped me to start thinking outside the box of different ways to build my assets - but prior to that he challenged me to unlearn and relearn a new perspective towards achieving financial freedom - which is the utmost important concept in order...”
In Business Since 2014
Emergency Services
Remote Consultations Available
88 Park Lawn Rd, Etobicoke, ON M8Y 0B5
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IPC Securities Corporation - Holly Langley

IPC Securities Corporation - Holly Langley

(1)
Tax Planning, Estate Planning, Retirement Income
“Very professional and really nice people.”
In Business Since 2012
936 The East Mall #201, Etobicoke, ON M9B 6J9
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Adele Garibaldi

Adele Garibaldi

(4)
“I really appreciate her newsletter updates and her intelligent perspective, especially now in 2020.”
In Business Since 2019
365 Evans Ave. Suite 305, Etobicoke, ON M8Z 1K2
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Panfol Investment

Panfol Investment

(3)
“For excellent Fx rate, this is the place to be.”
In Business Since 2017
101 Westmore Dr #104, Etobicoke, ON M9V 3Y6
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Global Coin Solutions

Global Coin Solutions

(1)
“Scott understands the coin processing business the best, and is always thinking outside the box when it comes to fundraising.”
In Business Since 2015
151 Carlingview Dr #1, Etobicoke, ON M9W 5S4
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Sonia Khadwal

Sonia Khadwal

(6)
“Your financial advise has been extremely helpful and we are glad we came to you.”
In Business Since 2022
Free Initial Consultation
155 Rexdale Blvd Unit 406, Etobicoke, ON M9W 5Z8
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Resource Planning Group

Resource Planning Group

“RPG is a leading facilities planning firm in the health care, college and university, library, research laboratory, civic and justice sectors.”
In Business Since 2000
502 Evans Ave., Etobicoke, ON M8W 2T7
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Wiltax Financial Svc

Wiltax Financial Svc

(4)
“Courtney is very informed and always makes the complicated tax forms very easy to understand with his explanations.”
2001 Albion Rd, Etobicoke, ON M9W 6V6
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Ifinancial

Ifinancial

“Robert Kowalski has been our financial adviser for over 4 years now. We are extremely pleased with the investment performance he has achieved on our behalf in such a short time. We are also confident that he will manage our investment portfolio succe...”
In Business Since 2000
Free Initial Consultation
302 The East Mall #609, Etobicoke, ON M9B 6C7
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Dahabshiil Financial Transfer

Dahabshiil Financial Transfer

(3)
“Brown building with Medical Clinic Pharmacy written on it.”
1304 Islington Ave, Etobicoke, ON M9W 3W7
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Fernandes Financial

Fernandes Financial

“Fernandes Financial Inc. is an outside business activity that may offer non-securities-related financial planning services. Any specific investment recommendations provided by this group must be done through Assante Financial Management Ltd. ("Assant...”
In Business Since 1998
West Tower, 3300 Bloor St W #680, Etobicoke, ON M8X 2X2
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Manulife Securities - Kelly Fagundes | Wealth Partner

Manulife Securities - Kelly Fagundes | Wealth Partner

“Manulife Securities is an indirectly, wholly-owned subsidiary of Manulife Financial Corporation (MFC). MFC owns The Manufacturers Life Insurance Company (MLI), a financial services organization offering a range of protection, estate planning, investm...”
In Business Since 2014
365 Evans Ave. #203, Etobicoke, ON M8Z 1K2
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Wlwp Wealth Planners | iA Private Wealth

Wlwp Wealth Planners | iA Private Wealth

“You can expect financial education straight to your inbox, plus invites to exclusive events & webinars.  ”
In Business Since 2012
3300 Bloor St W Tower, Suite 640, Etobicoke, ON M8X 2X2
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Tummon Wallington Chong

Tummon Wallington Chong

In Business Since 2019
205 Norseman St, Etobicoke, ON M8Z 2R5
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Upper Canada Capital | Toronto Wealth Management

Upper Canada Capital | Toronto Wealth Management

“At Upper Canada Capital, we strive to know our clients well in order to provide the best advice possible. You will not hear product pitches from us. Instead, we approach every client individually and offer services and products that suit your financi...”
In Business Since 2017
CFA Certified
2848 Bloor St W, Etobicoke, ON M8X 1A9
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Amlb Cpas and Consulting

Amlb Cpas and Consulting

(22)
Financial Planning, Cloud Bookkeeping, CFO Advisory
“If you are looking for support with strategic and operational planning, budgeting, financial reporting or need advice on your financial processes, I would highly recommend that you consider AMLB to support your business.”
In Business Since 2019
Remote Consultations Available
Serving Etobicoke Area
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Wealth & Estate Financial Canada

Wealth & Estate Financial Canada

(29)
  • Pleasure
  • Insurance
  • Financial Planning
“Wealth & Estate financial is a firm that cares for clients and their financial wellbeing services offered are personalized to clients needs and circumstances, you will never find one solution fit all kind of approach”
In Business Since 2017
218 Export Blvd Suite 411, Mississauga, ON L5S 0A7
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Retirement Planning and Investment Management Services in Etobicoke, 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 444 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 444 cost profiles.

Why these companies made our list

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