Best Financial Advisors near Georgetown, ON

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

5 open weekends · 14 rated 4.5+

Data verified October 21, 2026

IPC Securities Corporation - Doug Riding

IPC Securities Corporation - Doug Riding

5.0 1 review
“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 money !!”
Since 2003Prices online
348 Guelph St #3
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C&C Planning | Aligned Capital Partners

C&C Planning | Aligned Capital Partners

5.0 2 reviews
“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
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Book onlineBook
Awealth

Awealth

5.0 51 reviews
“He is also helping me retire comfortably by implementing his investment and tax strategies that best benefit me for the long term”
Mississauga, ON · 23 km from Georgetown
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Book onlineBook
Ferguson Financial Planning | CI Assante Wealth Management

Ferguson Financial Planning | CI Assante Wealth Management

4.9 53 reviews
“Jacqueline is always available to answer my questions, she is very knowledgeable and a pleasure to deal with as my financial advisor.”
Virtual consultationsSince 2009
Mississauga, ON · 23 km from Georgetown
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Energia Insurance Services INC

Energia Insurance Services INC

5.0 70 reviews
“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.”
Speaks Portuguese, FrenchSince 2019
Milton, ON · 16 km from Georgetown
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MNA Financial Services

MNA Financial Services

4.9 27 reviews
“I have been filing taxes with him for years and one thing that I want to commend him on is his professional attitude.”
Since 2012
Mississauga, ON · 23 km from Georgetown
i

The 15 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 15 firms on this page are rated from 4.4 to 5.0 across 852 reviews; 3 have 50 or more reviews and 14 are rated 4.5 or higher. 5 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are estate planning (2), insurances (2) and mortgages (2). Domain records put 5 websites of the firms on this page at ten or more years old; the oldest dates from 2003. 1 offers payment plans; 1 offers a free initial consultation and 1 lists coupons or special offers. We have a website on file for 14 of the firms on this page; 10 publish a contact page; 12 list a public email and 3 take 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?

2 of the 15 firms are in Georgetown itself. The rest come from other towns within 25 km. Registration category and provincial coverage matter more than proximity. Distances are straight-line.

Wealth & Estate Financial Canada

Wealth & Estate Financial Canada

4.9 30 reviews
“She is a true professional, dedicated, very hardworking and we are so glad to have Seema managing our future.”
Replies within 1 business dayServes CanadaSince 2017
Mississauga, ON · 23 km from Georgetown
i
Prudent Asset Management

Prudent Asset Management

5.0 18 reviews
“I wish and except that Deven should continue to provide exceptional and excellent services what he has been providing so far”
Free consultationSince 2003
Mississauga, ON · 23 km from Georgetown
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Multtani Planners

Multtani Planners

4.4 21 reviews
“Like the service and they provide proper information about each and every concept.”
Since 2024
Brampton, ON · 13 km from Georgetown
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Tmfd Financial Mississauga

Tmfd Financial Mississauga

5.0 20 reviews
“The value they provide from tax, accounting to wealth management is great but the reason why I continue as a client is the service, its unmatched!”
Free consultationFlat fees
Mississauga, ON · 23 km from Georgetown
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Mortgage Winners

Mortgage Winners

5.0 26 reviews
“I can truly say that no other mortgage professional or team of professionals in prior dealings have been as easy to work.”
Since 2013
Milton, ON · 16 km from Georgetown
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CSR Wealth Management

CSR Wealth Management

5.0 18 reviews
“Would highly recommend CSR Wealth to anyone wanting to take their investment portfolio to the next level.”
25+ years
Brampton, ON · 13 km from Georgetown
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Xiphias Investment Migration

Xiphias Investment Migration

5.0 8 reviews
“I appreciate all of Varun Sir's and the XIPHIAS team's assistance during the course of my immigration to Australia.”
Free consultationSince 2014
Waterloo, ON · 52 km from Georgetown
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NO Interest Investments

NO Interest Investments

5.0 3 reviews
“Great services and financial advice that has helped our family with planning our future.”
Speaks French, ArabicServes CanadaFinancing
Mississauga, ON · 23 km from Georgetown
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Aman Sangha CFA - Financial Advisor

Aman Sangha CFA - Financial Advisor

5.0 9 reviews
“He took the time to understand our needs & expectations and also asked thought-provoking questions to uncover aspects that we had not given much thought to.”
Mississauga, ON · 23 km from Georgetown
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Why these companies made our list

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