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 Securities Corporation - Doug Riding
C&C Planning | Aligned Capital Partners
DLC - Team Mortgage Assurance
- Training
- Rates
- Mentorship
Birdi Chartered Professional Accountant
- Questions
- Responsive
- Work
Lexaltico
- Team
- Future
- Transaction
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
- Knowledge
- Work Ethic
- Tax Filing
Awealth
- Family
- Patient
- Financial Advisor
Canada Freedom Financial Centre
Halton Consulting & Advisory
- Team
- Proactive
- Expertise
Longevity Achieved
- Questions
- Options
- Feel
Vida Financial Group
- Family
- Insurance
- Goals
The Campanella Group
- Team
- Industry
- Financial Planning
Bizlon
- Machine
- Good Services
- Business
Ferguson Financial Planning | CI Assante Wealth Management
- Goals
- Market
- Portfolio
Balvir Saini, CPA & Sandeep Saini, CPA
- Questions
Energia Insurance Services INC
- Account Manager
- Mom
- Travel Insurance
Kothai Accounting l Accounting and Advisory Services
- Tax Returns
- Advice
- Information
PFG Financial
- Team
- Strategic
- Business Plan
WK Accounting & Tax Services
- Tax Accountant
- Priced
- Family
Mybookly
- Team
- Knowledge
- Tax Return
Wealth & Estate Financial Canada
- Financial Planning
- Passion
- Solutions
FIN Tactics
- Professional
- Expertise
- Financial
Greens Toronto
- Team
- Immigration
- Doubts