Halton Hills, ON

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Halton Hills, ON
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Best Financial Advisors in Halton Hills, ON

The highest-rated Financial Planning & Wealth Management companies out of 35 vetted & reviewed in the Halton Hills area.

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Wealth & Estate Financial Canada

Wealth & Estate Financial Canada

(30)
  • Expert
  • Insurance
  • Goals
“Knowing her professionally and personally have been a pleasure and I would recommend her to everyone who is looking to get their finances in order with customized solutions and personal attention from the experts!”
In Business Since 2017
218 Export Blvd Suite 411, Mississauga, ON L5S 0A7
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@private Wealth Management

@private Wealth Management

(22)
  • Understanding
  • Returns
  • Goals
“Moreso, Josué has proven to be a sound ally during some difficult financial moments and we consider him more than just our advisor…he's our friend as well.”
In Business Since 2024
2360 Bristol Cir Suite 100, Oakville, ON L6H 6M5
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DLC - Team Mortgage Assurance

DLC - Team Mortgage Assurance

(47)
First Time Home Buyers Mortgage, Mortgage Refinancing, Vacation Home Mortgage
“I have had the privilege of being a part of this Team Mortgage Assurance for some time now, and I must say, their training and guidance support for mortgage agents by Ram and Rabbiya are exemplary.”
Licensed
Transparent Fees & Pricing
In Business Since 2024
Offers Financing Options
5675 Whittle Rd, Mississauga, ON L4Z 3P8
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Birdi Chartered Professional Accountant

Birdi Chartered Professional Accountant

(50)
Personal Taxes, International Taxes, Corporate Taxes
“Birdi was one hundred percent professional and guided me throughout the process of the various CRA tax forms etc, working with our lawyer and so on throughout the 8-ish-month process of the various S116 and 216 (if I remember right) elections.”
Free Initial Consultation
15 Bramsteele Rd, Brampton, ON L6W 3K6
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Lexaltico

Lexaltico

(49)
Immigration Services, Financial Advisory, Real Estate Services
“This has by far been the best experience so far in terms of dealing with the lawyers, the entire team has been very welcoming and explained each and every step thoroughly!”
Coupons & Offers
In Business Since 2022
90 Matheson Blvd W Suite 101, Mississauga, ON L5R 3R3
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Awealth

Awealth

(48)
Insurance, Mortgage, Investment
“I met Andrei during my seperation and his assistance and helped keep me focused on my financial future and helped me with my RRSP and RESP transfer and helped me get approved for a mortgage at a super low rate that will save me tons of money over the...”
6755 Mississauga Rd #425, Mississauga, ON L5N 7Y2
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Avnish Aggarwal, Cpa-Tax , Accounting, Corporation

Avnish Aggarwal, Cpa-Tax , Accounting, Corporation

(48)
TAX Services, Financial Planning, Accounting Services
“Very good experience with avnish sir i save my so much tax over uber and pay very less amount thanks you sir i recommend all uber driver to must visit to save their tax”
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)
  • Questions
  • Needs
  • Efficient
“I had some questions about my taxes and consulted with Noaman, with his positive attitude, Noaman provided me with a good advice and answered all my questions.”
In Business Since 2016
497 Laurier Ave Suite 8, Milton, ON L9T 3K8
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Vida Financial Group

Vida Financial Group

(45)
  • Financial Advisor
  • Confidence
  • Team
“She takes time and an interest in understanding my aspirations and financial goals in order to grasp what truly matters to me and craft a personalized financial plan that aligns perfectly with my wishes and long-term plans.”
34 Alderway Ave, Brampton, ON L6Y 2B7
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The Campanella Group

The Campanella Group

(41)
  • Investment
  • Retirement
  • Estate Planning
“For over ten years, I've had the pleasure of collaborating with Fabio Campanella and The Campanella Group on a wide range of tax, investment, and estate planning matters for my clients.”
In Business Since 2017
1670 North Service Rd E #101, Oakville, ON L6H 7G3
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Bizlon

Bizlon

(40)
  • Company
  • POS
  • Scam
“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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Balvir Saini, CPA & Sandeep Saini, CPA

Balvir Saini, CPA & Sandeep Saini, CPA

(39)
  • Questions
“I am using Balvir's professional services for the last 8 years for my business, no issues at all and recommended him to many of friends already.”
7-110 Pertosa Dr, Brampton, ON L6X
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David Pipe

David Pipe

(34)
  • Questions
  • Financial Planning
  • Advice
“In addition to the many services other mortgage professionals provides, David went above and beyond in analyzing, advising and developed a holistic approach tailored for my mortgage needs.”
Licensed
Transparent Fees & Pricing
15+ Years Experience
304 Stone Rd W #3, Guelph, ON N1G 4W4
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Energia Insurance Services INC

Energia Insurance Services INC

(48)
  • Team
  • Eye
  • Note
“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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PFG Financial

PFG Financial

(38)
  • Professional
  • Resources
  • Knowledge
“Lamar was incredibly efficient with getting us incorporated at lightning speed and Christa and the Business Plan writing team put together a phenomenal plan for us, helping us to get our vision on paper in comprehensive and exciting way and helping u...”
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)
  • Questions
  • Priced
  • Tax Accountant
“Apart from his responsiveness and eagerness to help, Wajahat is very well organized, delivers on his promises, and is extremely knowledgeable in is field”
In Business Since 2017
50 Steeles Ave E Unite 206, Milton, ON L9T 9M4
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Mybookly

Mybookly

(27)
  • Tax Return
  • Knowledge
  • Team
“From assisting me with filing my business income taxes to offering comprehensive accounting support, My Bookly has consistently demonstrated professionalism, knowledge, and exceptional customer service.”
Free Initial Consultation
In Business Since 2020
71 Speers Rd Unit 20, Oakville, ON L6K 0J2
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FIN Tactics

FIN Tactics

(29)
  • Accountant
  • Communication
  • Team
“Syed makes sure that you know what's going on with your finances and he looks at all areas of your life, not just the taxes; in order to make the right decisions which will affect your future.”
In Business Since 2015
24 Martin St Ground Floor, Milton, ON L9T 2P9
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Prudent Asset Management

Prudent Asset Management

(17)
TAX Planning, Your Practice, Financial Statements
“Deven has always been prompt in his responses & given sound advise on taxation and investments, hence over the years I haven't explored any other options other than Deven for my Taxation & Investment needs.”
In Business Since 2003
235 Derry Rd W, Mississauga, ON L5W 1G3
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Gsinsurance

Gsinsurance

(17)
  • Parents
  • Visa
“GS insurance provides the best service in the town, I have met Gurdev Singh Ji for only few minutes but the gentleness and humbleness they shown in a talk gives a reflection of the their personality.”
Free Initial Consultation
In Business Since 2018
8 Luella Crescent, Brampton, ON L7A 3J3
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Multtani Planners

Multtani Planners

(20)
  • Accountant
  • Tax
“I came to Canada last year as an international student and I was struggling to find the best consultant for tax filing, one of my friends suggested about him and I got my tax filed within very little time and at a very genuine rate.”
In Business Since 2024
1300 Steeles Ave E Unit 206, Brampton, ON L6T 1A2
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Ensurity Canada Limited

Ensurity Canada Limited

(17)
  • Knowledge
  • Registered Retirement Savings Plan
  • Insurance
“It's been three years since we are connected, and his skills, his knowledge of Insurance & Financial Planning has been of a great help to me personally.”
5838 Tenth Line W, Mississauga, ON L5M 6S5
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Kulla Financial

Kulla Financial

(13)
Insurance Services, Financial Services, Employee Benefits
“Dean at Kulla To Financial helped my husband and I find comprehensive and cost effective solutions for life insurance and health benefits for our family.”
In Business Since 2022
717 Main St E, Milton, ON L9T 3Z3
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Mortgage Winners

Mortgage Winners

(22)
Wealth Building, Mortgages
“He was able to refinance my property quickly and was able to find me the best rate based on what I was looking for within the mortgage, all the while acting in a professional and responsive manner.”
10 Bronte St. S Suite 403, Milton, ON L9T 9M2
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Retirement Planning and Investment Management Services in Halton Hills, ON Cost Estimates

Minimum cost
$1229
Maximum cost
$10443
National Average
$3686
Avg Per Hour Rates
$369
$2457
$6757
Average price range is based on 465 cost profiles
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Average Cost $3686
Minimum cost $1229
Maximum cost $10443
Avg Per Hour Rates $369

Average range $2457 to $6757 is based on 465 cost profiles.

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Wealth Management Advisors near Halton Hills

Popular in Halton Hills

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