Best Financial Advisors near Georgetown, ON

3 of these firms are based in Georgetown; the others serve Georgetown from towns including Mississauga (23 km), Brampton (13 km) and Milton (16 km).

10 open weekends · 23 rated 4.5+ · 1 shows a licence

Data verified October 18, 2026

IPC Investment Corporation - Halton Hills

IPC Investment Corporation - Halton Hills

(1)
“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.”
Transparent Fees & Pricing
20 Guelph St, Georgetown, ON L7G 3Z4
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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...”
In Business Since 2003
Transparent Fees & Pricing
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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DLC - Team Mortgage Assurance

DLC - Team Mortgage Assurance

(47)
  • Training
  • Rates
  • Mentorship
“I recently worked with Rabbiya Dasti for one of my Investment property closing and I was thrilled and impressed with her work ethic and professionalism with regards to get the job done on time despite we had only few days left for closing.”
In Business Since 2024
Transparent Fees & Pricing
Offers Financing Options
Licensed
5675 Whittle Rd, Mississauga, ON L4Z 3P8
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Birdi Chartered Professional Accountant

Birdi Chartered Professional Accountant

(50)
  • Questions
  • Responsive
  • Work
“With the change in my circumstances I wasn't sure how my tax assessment would go this year but Gurrai walked me through everything one by one and helped me keep things organized, allowing me to receive a great return and setting me up for the future.”
Free Initial Consultation
15 Bramsteele Rd, Brampton, ON L6W 3K6
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Lexaltico

Lexaltico

(49)
  • Team
  • Future
  • Transaction
“I got introduced to Jia through a friend of friend and she was impeccable at what she has does, she strongly communicated and ensured a very smooth and stress-free process to take me out of the situation, she was upfront and honest and won't fool aro...”
In Business Since 2022
Coupons & Offers
90 Matheson Blvd W Suite 101, Mississauga, ON L5R 3R3
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The 24 firms listed for Georgetown, 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: Georgetown, ON

The 24 firms on this page are rated from 4.3 to 5.0 across 1,907 reviews; 12 have 50 or more reviews and 23 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (96%), responsiveness (74%) and quality (69%). The topics that come up most in reviews of the firms on this page are "knowledge", "expertise" and "efficient". 9 are open on Saturdays and 3 on Sundays. 1 shows a licence on its website. Domain records put 4 websites of the firms on this page at ten or more years old; the oldest dates from 2003. 1 offers payment plans; 3 offer a free initial consultation and 2 list coupons or special offers. We have a website on file for 23 of the firms on this page; 21 publish a contact page; 22 list a public email and 1 takes bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Why are financial advisers outside Georgetown listed here?

3 of the 24 firms are in Georgetown itself. The rest come from other towns within 35 km. Registration category and provincial coverage matter more than proximity. Distances are straight-line.

Avnish Aggarwal, Cpa-Tax , Accounting, Corporation

Avnish Aggarwal, Cpa-Tax , Accounting, Corporation

(48)
  • Knowledge
  • Work Ethic
  • Tax Filing
“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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Awealth

Awealth

(48)
  • Family
  • Patient
  • Financial Advisor
“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

(47)
“Extremely so happy,i am glad that I contacted you, this was extremely helpful for situation was in with financial I was struggling through I am not paying anymore interest to the bank I was borrowing, so happy I am not to paying extra money, was paye...”
Free Initial Consultation
77 City Centre Drive, East Tower, Suite 501, Mississauga, ON L5B 1M5
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Halton Consulting & Advisory

Halton Consulting & Advisory

(50)
  • Team
  • Proactive
  • Expertise
“I was in need of a comprehensive business projection plan to be created by an accountant for a business loan and after contacting a few accountants, I found and met with Mr.”
In Business Since 2016
497 Laurier Ave Suite 8, Milton, ON L9T 3K8
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Longevity Achieved

Longevity Achieved

(50)
  • Questions
  • Options
  • Feel
“My husband had a hard time with obtaining documents from his family doctor, understanding and disputing decisions of an insurance application, and Sergio has been really helpful, responsive and has been actively trying to help us through the whole si...”
In Business Since 2018
5266 General Rd #15, Mississauga, ON L4W 1Z7
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Vida Financial Group

Vida Financial Group

(45)
  • Family
  • Insurance
  • 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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The Campanella Group

The Campanella Group

(41)
  • Team
  • Industry
  • Financial Planning
“Are all taken into account, and as sophisticated as all the pieces may be - the information is presented simply and comprehensively so that I can make the right decision at any given time.”
In Business Since 2017
1670 North Service Rd E #101, Oakville, ON L6H 7G3
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Bizlon

Bizlon

(40)
  • Machine
  • Good Services
  • Business
“Awesome service ask for Sameer he will hook you up with the best deals and help you set it up, even the call backs after to check up are amazing I highly highly recommend him, I was with global and I must say it got a lot better with them”
In Business Since 2021
16 Peridot Rd, Brampton, ON L6P 0Z6
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Ferguson Financial Planning | CI Assante Wealth Management

Ferguson Financial Planning | CI Assante Wealth Management

(35)
  • Goals
  • Market
  • Portfolio
“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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Balvir Saini, CPA & Sandeep Saini, CPA

Balvir Saini, CPA & Sandeep Saini, CPA

(39)
  • Questions
“He is very calm and professional to tell each and everything.”
7-110 Pertosa Dr, Brampton, ON L6X
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Energia Insurance Services INC

Energia Insurance Services INC

(48)
  • Account Manager
  • Mom
  • Travel Insurance
“Great service, Amanda was super fast and always answered all my questions in record time, helping me with all the plan analysis and insurance contracting.”
In Business Since 2019
1351 Chretien St, Milton, ON L9E 1G6
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Kothai Accounting l Accounting and Advisory Services

Kothai Accounting l Accounting and Advisory Services

(38)
  • Tax Returns
  • Advice
  • Information
“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
7205 Goreway Dr B2, Mississauga, ON L4T 2T9
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PFG Financial

PFG Financial

(38)
  • Team
  • Strategic
  • Business Plan
“My experience with the PFG financial has been exceptional, right from the moment we hired them to do the due diligence, disclosures documents review, appraisal and the business loan plan/ application has been nothing but Top-notch, Sonia was extremel...”
In Business Since 2023
1450 Meyerside Dr #302, Mississauga, ON L5T 2N5
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WK Accounting & Tax Services

WK Accounting & Tax Services

(33)
  • Tax Accountant
  • Priced
  • Family
“Had it not been for Wajahat I would've actually had to pay that amount but because he was able to figure it out for me the CRA ended up owing me money because he understands not just Ontario tax laws, but Quebec and northern tax laws, which is where ...”
In Business Since 2017
50 Steeles Ave E Unite 206, Milton, ON L9T 9M4
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Mybookly

Mybookly

(27)
  • Team
  • Knowledge
  • Tax Return
“I've been using his services for the past 6 years and I've had a great experience, I've always got a high return with the taxes as compared to other services out there and he has an awesome chilled out personality.”
In Business Since 2020
Free Initial Consultation
71 Speers Rd Unit 20, Oakville, ON L6K 0J2
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Wealth & Estate Financial Canada

Wealth & Estate Financial Canada

(30)
  • Financial Planning
  • Passion
  • 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
218 Export Blvd Suite 411, Mississauga, ON L5S 0A7
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FIN Tactics

FIN Tactics

(29)
  • Professional
  • Expertise
  • Financial
“One of the best one organize And very kind Person I think one of the best customer service he has in Ontario with a five year of experience that I have with accounting I never had a good one but actually a find bast Specially I will text from you i...”
In Business Since 2015
24 Martin St Ground Floor, Milton, ON L9T 2P9
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Greens Toronto

Greens Toronto

(24)
  • Team
  • Immigration
  • Doubts
“Awesome 🔥🔥”
In Business Since 2018
90 Burnhamthorpe Road West Suite:1447 14 th Floor, Mississauga, ON L5B 3C3
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HomeWealth Management AdvisorsOntarioGeorgetown, ON

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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