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Best Financial Advisors Near You

The highest-rated nearby Financial Planning & Wealth Management companies out of 44 vetted & reviewed businesses.

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JA Lemieux

JA Lemieux

(44)
  • Service
  • Employe
  • Phone
“The personal damage insurance courier, Mélanie Robitaille was responsive, professional and very attentive to my needs, she also helped me respond to an additional concern.”
In Business Since 2023
50 Rte du Président-Kennedy, Lévis, QC G6V 6W8
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Wyse Financial Solutions

Wyse Financial Solutions

(15)
  • Investment
  • Family
  • Planning
“She has earn our family's deep trust through a few years of her processional practices, including meticulous investment planning, very knowledgeable about new product availability, patience and fast in response to our questions, resouceful and honest...”
In Business Since 2013
Free Initial Consultation
1 Valleywood Dr Suite 300, Markham, ON L3R 5L9
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Harstin Financial Corporation

Harstin Financial Corporation

(7)
  • Understanding
  • Advisor
  • Family
“He has been a great financial advisor who got the expertise to truly understands our circumstances, preferences and needs when it comes to the financial goal of our family.”
In Business Since 2017
Transparent Fees & Pricing
294 Legacy View SE, Calgary, AB T2X
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Homeland Accounting Services

Homeland Accounting Services

(6)
Bookkeeping, Full Payroll Services, CRA Audit Services
“I do my taxes with Homeland Accounting Services, they are super professional and possess very advanced customer service skills.”
In Business Since 2022
2801 Jane St, North York, ON M3N 2H8
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Clarion Tax Professional Corporation

Clarion Tax Professional Corporation

(4)
Tax Services, Payroll, Excel Automation
“The staff provided exceptional service and Romi simplified and guided me through the process of opening my own business.”
Savanna Bazaar, 5850 88 Ave NE Unit # 6240, Calgary, AB T3J 0Z7
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Createwealth Planning - Iftikhar Mahmood CFP

Createwealth Planning - Iftikhar Mahmood CFP

(7)
  • Retirement
  • Portfolio
  • Goals
“Iftikhar leaned in and went above and beyond to support my financial needs and goals, and he did this with incredible compassion, patience, excellence and his own style of determined commitment to helping me that has created trust and given me a deep...”
625 Cochrane Dr Suite# 610, Markham, ON L3R 9R9
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Evergreen Wealth Management

Evergreen Wealth Management

(8)
Cross Border Financial Investment, Insurance, Tax & Cash Flow Planning
“While James is certainly, personable, passionate and knowledgeable, the greatest quality and value him and the Evergreen team bring, is being available to their clients at anytime and for any reason.”
2075 Kennedy Rd Suit 500, Scarborough, ON M1T 3V3
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Debt Clinic Of Canada

Debt Clinic Of Canada

(2)
“The mortgage broker Adam Aspilla at Debt Clinic Of Canada Inc was awesome in arranging our mortgage.”
In Business Since 2011
2 Robert Speck Pkwy, Mississauga, ON L4Z 1H8
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PHL Financial Group

PHL Financial Group

(2)
  • Professional
“Morteq Lending/PHL are a good group of professionals that really know their market and are consistent in their approach, working within our local real estate market.”
In Business Since 2019
5455 152 St #316, Surrey, BC V3S 5A5
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By Design Financial Services

By Design Financial Services

(1)
“The relationship we have developed over the years has been instrumental to reaching my financial goals.”
8901 Woodbine Ave, Markham, ON L3R 9Y4
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Wise Riddell Financial Group

Wise Riddell Financial Group

(1)
“Great team and benefits package for our family business - highly recommend, 5 stars!”
2020 Winston Park Dr suite #100, Oakville, ON L6H 6X7
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Gee & Associate

Gee & Associate

(1)
“The team at Gee and Associates is top notch and provide a range of services with a personal touch.”
2100 Guthrie Rd Suite 104, Comox, BC V9M 3P6
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HUB International

HUB International

(1)
“Such wonderful people work therr.”
In Business Since 2000
20 Wertheim Ct #40, Richmond Hill, ON L4B 3A8
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Kevin Mann Accounting

Kevin Mann Accounting

(6)
Accounting Services For Small and Owner Operated Business, Accounting Services For Individuals
“Our taxes included small business filing and HST returns as well as employment and self-employed income and Kevin Mann Accounting navigated the complicated nature or our returns very adeptly.”
In Business Since 2015
4145 N Service Rd Suite 200, Burlington, ON L7L 6A3
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Fundeco Financial

Fundeco Financial

“You've worked hard for your money, so controlling your risks and minimizing taxes is important. We understand that too. We know that your financial objectives are very personal, so we'll help you make the most of your investments to achieve your goal...”
Free Initial Consultation
Serving Area
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Norton McMullen Corporate Finance

Norton McMullen Corporate Finance

(3)
“Specifically, I cannot say enough about Dan McNalley - he has been a trusted friend and advisor for many, many years.”
Family Business
1 Valleywood Dr #200, Markham, ON L3R 5L9
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IPC Investment Corporation - Gerald Holowachuk

IPC Investment Corporation - Gerald Holowachuk

(2)
Estate Planning, Charitable Giving, Tax Planning
“I've been using Gerry and Team for my accounting and Financial investment needs for 5 years.”
In Business Since 2003
2275 Lake Shore Blvd W, Etobicoke, ON M8V 3Y3
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Groupe Financier Distinction

Groupe Financier Distinction

“Les renseignements présentés ont été obtenus de sources que nous estimons fiables, mais ils ne sont pas garantis par Investia et peuvent être incomplets. Les opinions exposées n'ont pas été approuvées ou endossées par Investia Services Financiers Inc...”
In Business Since 2017
Serving Area
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Taylor Wealth Designers Ltd.

Taylor Wealth Designers Ltd.

““People need insurance not only because they are going to die, but because they are going to live.”– Dr. Marius Barnard. Dr. Barnard is a South African cardiac surgeon who helped perform the first successful heart transplant. He recognized that his...”
1078 Thistlewood Dr, Victoria, BC V8X 4Z7
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RBC Commercial Financial Services

RBC Commercial Financial Services

Ways to Bank, Newcomers, Student Solutions
“Whatever you need, RBC Royal Bank has a wide range of personal banking products, services and tools to help you manage your finances, save for retirement, buy a home and much more.”
In Business Since 2000
Remote Consultations Available
Coupons & Offers
Offers Financing Options
Benchmark Business Centre, 5455 152 St #118, Surrey, BC V3S 5A5
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GIC Wealth Management

GIC Wealth Management

“I have been a client of Kevin Rotenberg at GIC Wealth Management for approximately twenty years and during that time I have always appreciated his easy and transparent approach to safe and secured investments along with his vast product knowledge in ...”
Transparent Fees & Pricing
3625 Dufferin St #340, North York, ON M3K 1Z2
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IPC Investment Corporation - Kris Dureau

IPC Investment Corporation - Kris Dureau

“Conventional financial planning focuses solely on investments and insurance products. Little time is spent understanding your now and tomorrow. Even less time is spent on strategies that enhance your life. We truly believe at Green Private Wealth tha...”
In Business Since 2014
Free Initial Consultation
3380 S Service Rd, Burlington, ON L7N 3J5
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Mosaic Financial

Mosaic Financial

“Together, they form a trusted partnership committed to building client relationships and helping those clients secure their financial future with expert advice and unwavering support.Specializing in Capital Markets and Insurance Analysis, clients can...”
3190 Harvester Rd #201, Burlington, ON L7N 3T1
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Wealthmgmt - Financial Advisors

Wealthmgmt - Financial Advisors

“The expenses will shift contingent upon the instruction and experience level of the budgetary organizer, and how the charges are surveyed. When all is said in done, a money related organizer will charge dependent on one of two different ways: commiss...”
1200 Derry Rd E #10, Mississauga, ON L5T 0B3
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