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
  • Honest
  • Passion
“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!”
Coupons & Offers
In Business Since 2017
218 Export Blvd Suite 411, Mississauga, ON L5S 0A7
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Halton Consulting & Advisory

Halton Consulting & Advisory

(50)
  • Questions
  • Mind
  • Needs
“I hired them for book keeping of my firm and was really impressed by services, they give you most reliable advise which can save you from alot of accounting headaches.”
In Business Since 2016
497 Laurier Ave Suite 8, Milton, ON L9T 3K8
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Balvir Saini, CPA & Sandeep Saini, CPA

Balvir Saini, CPA & Sandeep Saini, CPA

(37)
“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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The Campanella Group

The Campanella Group

(34)
  • Investment
  • Advisors
  • Knowledge
“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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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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Mackenzie Westwood Wealth Advisory

Mackenzie Westwood Wealth Advisory

(3)
Financial Planning, Will & Estate Planning, Portfolio Management
“We have been a client for about 15 years and have been so impressed with the level of expertise, customer care, and communication we have received over the years.”
2 Draper St, Georgetown, ON L7G 3C9
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McGill Wealth – Manulife Securities

McGill Wealth – Manulife Securities

(1)
Discretionary Portfolio Management, Asset Management, Services & Solutions Overview
“Matt McGill is 100% professional in his approach to financial consulting.”
275 Hanlon Creek Boulevard Suite 1, Guelph, ON N1C 0A1
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Skyline Wealth Management

Skyline Wealth Management

(4)
“I have been dealing with Skyline for more than 3 years and have had the pleasure of meeting and interacting with a few staff members.”
5 Douglas St, Guelph, ON N1H 2S8
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Momentum Financial Services

Momentum Financial Services

(4)
  • Knowledge
  • Insurance
“Peter was able to offer suggestions based on my families needs and make sure the polices had all of the correct information as some were missing critical pieces of information in the contract from the last advisor.”
In Business Since 2021
16 Mountainview Rd S Suite 301, Georgetown, ON L7G 4K1
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3 Keys Wealth Raymond James Investment Counsel

3 Keys Wealth Raymond James Investment Counsel

(1)
“They have your best interests in mind.”
In Business Since 2021
Towne Square, 210 Lakeshore Rd E Unit 8, Oakville, ON L6J 1H8
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Lexaltico

Lexaltico

(50)
Immigration Services, Financial Advisory, Real Estate Services
“Overall a great experience working with Jia and her staff, Especially Rahman always responded quickly to any communications and questions, I would highly recommend them.”
Coupons & Offers
In Business Since 2022
90 Matheson Blvd W Suite 101, Mississauga, ON L5R 3R3
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Balwinder Financial

Balwinder Financial

(50)
Travel Insurance, Investments, Life Insurance
“Balwinder was very friendly and helpful she answered all our questions very simply and thoughtfully and helped us with what we needed in depth she also made the Resp process much easier and quicker.”
Free Initial Consultation
In Business Since 2014
1315 Derry Rd E #2, Mississauga, ON L5T 1B6
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Avnish Aggarwal, Cpa-Tax , Accounting, Corporation

Avnish Aggarwal, Cpa-Tax , Accounting, Corporation

(49)
TAX Services, Financial Planning, Accounting Services
“Honest and provides best advice, filing taxes is very easy nowadays but best to take consultation from an experienced professional like Avnish ji, he ensures that you're filing your taxes accurately as per the rules and regulations”
In Business Since 2019
2130 N Park Dr unit #223-224, Brampton, ON L6S 0C9
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Awealth

Awealth

(46)
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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Global Accounting Services

Global Accounting Services

(49)
  • Family
  • Advice
  • Financial
“I've been going to Global Accounting to do my families income tax for the last 4 years, Vishal is always willing to answer any questions or concerns we might have.”
49 Hillcrest Ave # 205, Brampton, ON L6W 4V4
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Vida Financial Group

Vida Financial Group

(46)
  • Financial Advisor
  • Team
  • Understand
“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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Ranjit Dhillon Broker - Centum Mortgage Smart

Ranjit Dhillon Broker - Centum Mortgage Smart

(30)
Leasing, Consumer Loans, Life and Disability Insurance
“Although we rejoiced with being able to accept a mortgage with a new lender and not having to sell, it was apparent that Ranjit was not so excited, as he had an even bigger plan for us, which was to see us someday graduate to an A rated lender”
Licensed
Transparent Fees & Pricing
In Business Since 2002
Offers Financing Options
7956 Torbram Rd unit 20, Brampton, ON L6T 5A2
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Bizlon

Bizlon

(42)
  • Company
  • Cold Calling
  • Prices
“Zaid did an amazing job by moving my business over to them and I am very happy with the service and follow up calls very professional 🙏keep up the great work …”
In Business Since 2021
16 Peridot Rd, Brampton, ON L6P 0Z6
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Energia Insurance Services INC

Energia Insurance Services INC

(48)
  • Travel Insurance
  • Quotes
  • Health Insurance
“If you're looking for great insurance coverage and a company that truly cares about its customers, Energia Insurance Services should be your top choice.”
1351 Chretien St, Milton, ON L9E 1G6
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Xiphias Investment Migration

Xiphias Investment Migration

(29)
Atlantic Immigration Pilot, Ielts/Pte Activation, Are You Canadian Resident
“So I inquired about the process, and they guided me through each step; now, I am submitting all of my documents, and I am confident that I will be granted PR for Canada soon, moving forward to other processes.”
Free Initial Consultation
In Business Since 2014
90 Brushwood Dr, Brampton, ON L6Y 6H3
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David Pipe

David Pipe

(31)
  • Questions
  • Property
  • Professional
“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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Brillion Group

Brillion Group

(27)
Bookkeeping & Accounting, Accounting Services, Tax Services
“Everyone so helpful and go beyond extra mile to support from beginning to end of the process, whether it's related to financial advice or solution, real estate or investment.”
In Business Since 2020
336 Bronte St. S #219, Milton, ON L9T 7W6
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WK Accounting & Tax Services

WK Accounting & Tax Services

(30)
  • 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”
50 Steeles Ave E Unite 206, Milton, ON L9T 9M4
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NWR Financial Group

NWR Financial Group

(30)
  • Goals
  • Interest
  • Future
“All of my questions and concerns are addressed with ease- and I am continually reminded why choosing Richard Nicholson and NWR Financial Group was the BEST decision for me and my family!”
In Business Since 2020
5685 McLaughlin Rd Suite B, Mississauga, ON L5R 3K5
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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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