Best Financial Advisors in Georgetown, ON

The highest-rated Financial Planning & Wealth Management companies out of 38 vetted & reviewed in the Georgetown area.

Mackenzie Westwood Wealth Advisory

Mackenzie Westwood Wealth Advisory

(3)
Portfolio Management, Will & Estate Planning, Insurance Solutions
“They have a sound, intelligent sense for managing investments regardless of their client's age and seem to work tirelessly with timely responses and advice to queries and concerns.”
2 Draper St, Georgetown, ON L7G 3C9
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IPC Investment Corporation - Halton Hills

IPC Investment Corporation - Halton Hills

(1)
Accelerate Your Savings, Get on Track to Home Ownership, Reduce the Impact of Life's What If's
“You asked us many questions regarding how we wanted our retirement to look, how much risk we were comfortable with, and you are clear to explain any questions we have within our portfolio.”
20 Guelph St, Georgetown, ON L7G 3Z4
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Momentum Financial Services

Momentum Financial Services

(4)
  • Insurance
  • Knowledge
“Peter's focus on small business owners and helping family businesses manage their life's work in combination with personal goals makes him an invaluable team member to a family business owners panel of professionals.”
In Business Since 2021
16 Mountainview Rd S Suite 301, Georgetown, ON L7G 4K1
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IPC Securities Corporation - Doug Riding

IPC Securities Corporation - Doug Riding

(1)
“In conclusion, I want to add that I find Doug extremely easy to speak with, he is very knowledgeable about his business, very honest and most of all, Doug is very trustworthy and thats very important when someone in his position is handling your mone...”
348 Guelph St #3, Georgetown, ON L7G 4B5
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C&C Planning | Aligned Capital Partners

C&C Planning | Aligned Capital Partners

(1)
“Making financial decisions does not have to be stressful - it's a whole bunch easier if you have someone who knows what they're doing.”
61 Main St S, Georgetown, ON L7G 3G2
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Wealth & Estate Financial Canada

Wealth & Estate Financial Canada

(30)
  • Financial Planning
  • Goals
  • Solutions
“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
Coupons & Offers
218 Export Blvd Suite 411, Mississauga, ON L5S 0A7
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Prudent Asset Management

Prudent Asset Management

(17)
Accounting Services FOR Dentists, Estate & Retirement Planning, Insurance Strategies FOR Dentists
“He has very good experience in getting you good practices if you ever need a honest opinion in terms of numbers and financial standpoint and he can guide you how to proceed with banking requirements and projections for your loan and acceptance.”
In Business Since 2003
235 Derry Rd W, Mississauga, ON L5W 1G3
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Watson Investments

Watson Investments

(7)
Why Watson, Governance, 5 Step Process
“Our time working with Peter Watson Investments over the past years has been a very positive and rewarding experience for us both.”
In Business Since 2003
220 Randall St, Oakville, ON L6J 1P7
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Lexaltico

Lexaltico

(50)
Real Estate Services, Financial Advisory, Canadian Relocation Package
“A special mention to her executive team members, Josephine Lam, Rose Judistir, and Eleni Katsaris, all of whom are absolute gems delivering results while providing exceptional client services and top level technical expertise to all matters.”
In Business Since 2022
Coupons & Offers
90 Matheson Blvd W Suite 101, Mississauga, ON L5R 3R3
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Balwinder Financial

Balwinder Financial

(50)
Life Insurance, Investments, Travel Insurance
“The best you can find in town she helped me a lot with the kids RESP very kind and honest person you can trust I recommend her to anyone and everyone Balwinder's been doing this for many years lots of experience known her for 19 years now can never b...”
In Business Since 2014
Free Initial Consultation
1315 Derry Rd E #2, Mississauga, ON L5T 1B6
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Avnish Aggarwal, Cpa-Tax , Accounting, Corporation

Avnish Aggarwal, Cpa-Tax , Accounting, Corporation

(49)
Accounting Services, Financial Planning, Business Advisory
“I can't express the gratitude that this man has given my family he is wonderful amazing person highly respected with my family thank you very much for everything you did for us 🙏💫He is the best very professional very well respected that my family eve...”
In Business Since 2019
2130 N Park Dr unit #223-224, Brampton, ON L6S 0C9
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Halton Consulting & Advisory

Halton Consulting & Advisory

(50)
  • Team
  • Satisfaction
  • Knowledge
“I recently engaged the services of Halton Consulting & Advisory LTD to file for my tax and I must say that I was extremely impressed with their professionalism, expertise, and overall quality of service.”
In Business Since 2016
497 Laurier Ave Suite 8, Milton, ON L9T 3K8
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Longevity Achieved

Longevity Achieved

(50)
  • Life Insurance
  • Patience
  • Goals
“Most importantly for me, since I have conducted business with Matthew, on several occasions I wanted to speak with him, he is always able to make himself available same day including early morning and late night hours.”
In Business Since 2018
5266 General Rd #15, Mississauga, ON L4W 1Z7
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Awealth

Awealth

(46)
Investment, Mortgage, Insurance
“Andrei at AWealth has hit the mark in the key ways for myself and my family: educated us on our various risk and investment options; helped devise a plan to build our financial future to match our goals; and, regular contact about our satisfaction wi...”
6755 Mississauga Rd #425, Mississauga, ON L5N 7Y2
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Canada Freedom Financial Centre

Canada Freedom Financial Centre

(46)
  • Debt
  • Consumer
  • Questions
“Before Freedom Financial I was stressed about my debt 24/7 as I had no way to get in under control as my interest is so high, but after talking with Farhaan and working with Freedom Financial I couldn't be happier, I'm handling my debt with their hel...”
Free Initial Consultation
77 City Centre Drive, East Tower, Suite 501, Mississauga, ON L5B 1M5
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Global Accounting Services

Global Accounting Services

(49)
  • Questions
  • Planning
  • Team
“I know I will be returning to Vishal for any of my tax-related/accounting needs and would most definitely recommend their services to anyone who needs a tax preparer.”
49 Hillcrest Ave # 205, Brampton, ON L6W 4V4
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Vida Financial Group

Vida Financial Group

(46)
  • Family
  • Confidence
  • Goals
“After our first meet, knowing that there was a lot of information discussed and that we were slightly overwhelmed, Kevin was sure to check in to offer more support and his time if needed - he made sure we knew he was available for us on any day or ti...”
34 Alderway Ave, Brampton, ON L6Y 2B7
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Kothai Accounting l Accounting and Advisory Services

Kothai Accounting l Accounting and Advisory Services

(38)
  • Tax Preparer
  • Patient
“Sundaram is very professional about what he does and not just taxes filing or booking but he also explain more how you can take care or invest your finance in a better way through the available products that suits your need!”
In Business Since 2020
Free Initial Consultation
7205 Goreway Dr B2, Mississauga, ON L4T 2T9
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Ranjit Dhillon Broker - Centum Mortgage Smart

Ranjit Dhillon Broker - Centum Mortgage Smart

(30)
Life and Disability Insurance, Consumer Loans, Leasing
“I'm very glad that i made the call to Ranjit as he has taken care of my Mort needs since 2009 and i would highly recommend that you too make a call and see for yourself the service and rates that Mr Dhillon and his staff can and will provide you.”
In Business Since 2002
Transparent Fees & Pricing
Offers Financing Options
Licensed
7956 Torbram Rd unit 20, Brampton, ON L6T 5A2
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Bizlon

Bizlon

(42)
  • Machine
  • Scam
  • Debit
“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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Energia Insurance Services INC

Energia Insurance Services INC

(48)
  • Account Manager
  • Options
  • Team
“Excellent service from Amanda, on Sunday, she responded to me promptly, clarifying all my doubts, providing important information that we didn't know, from start to finish.”
1351 Chretien St, Milton, ON L9E 1G6
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Ferguson Financial Planning | CI Assante Wealth Management

Ferguson Financial Planning | CI Assante Wealth Management

(34)
Investment Solutions, Tax Planning & Preparation, Education Planning
“His attention to our needs, his careful, elaborate analysis and explanation of our portfolio's position, and his articulation of the current market potential in that respect gives us full confidence in his ability to manage our resources.”
In Business Since 2009
350 Burnhamthorpe Rd W Suite 500, Mississauga, ON L5B 3J1
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Xiphias Investment Migration

Xiphias Investment Migration

(29)
Post Landing Service, Refugee Sponsorships, Temporary Resident (Visitor) Visas and Extensions
“Then I discovered that there are many opportunities for software developers, so I researched many immigration companies until I found the best and most genuine one, XIPHIAS, and I consulted them, liked their hospitality, and they gave me so many opti...”
In Business Since 2014
Free Initial Consultation
90 Brushwood Dr, Brampton, ON L6Y 6H3
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Balvir Saini, CPA & Sandeep Saini, CPA

Balvir Saini, CPA & Sandeep Saini, CPA

(37)
“Very much Approachable , Organized and competent at his work.”
7-110 Pertosa Dr, Brampton, ON L6X
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Retirement Planning and Investment Management Services in Georgetown, 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 487 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 487 cost profiles.

Why these companies made our list

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