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Awealth
“Andrei has been a Godsend at a time when I was struggling with my investment portfolio at a major bank after my divorce.”
Best Financial Advisors near Halton Hills, ON
These firms serve Halton Hills from nearby bases in towns including Mississauga, Brampton and Milton.
13 firms listed · 6 open weekends · 11 rated 4.5+
Data verified October 21, 2026
Energia Insurance Services INC
“Furthermore, they provided me with the security I needed to purchase the product best suited to my needs.”
MNA Financial Services
“Nadeem Aslam is a very knowledgeable and experienced consultant, and one of the best in this region.”
Wealth & Estate Financial Canada
“She always has her clients interests at the forefront and goes out her way to find the appropriate and relevant solutions.”
Prudent Asset Management
“Excellent services Strongly recommend using their services related to tax and Financial matters.”
Multtani Planners
“One of the best accountant , very highly knowledgeable and friendly person.”
The 13 firms listed for Halton Hills, 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: Halton Hills, ON
12 of the 13 firms on this page have a rating, from 4.4 to 5.0 across 760 reviews; 2 have 50 or more reviews and 11 are rated 4.5 or higher. 6 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are insurance (3), financial planning (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; 2 offer a free initial consultation and 1 lists coupons or special offers. We have a website on file for all 13 of the firms on this page; 8 publish a contact page; 11 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Halton Hills take financial planning bookings online?
3 of the 13 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.
Mortgage Winners
“Virginia and Julia were fantastic throughout the process; Made the mortgage experience very easy.”
CSR Wealth Management
“I would like to thank Frank from CSR Wealth Management for taking the time to assess my needs and provide a detailed roadmap.”
Xiphias Investment Migration
“With your kind and humble responsibility ,I am ready to refer my another friend”
NO Interest Investments
“Excellent and prompt service, I sent a last minute request to withdraw money on Dec 31, 21 at about 2 PM and it was processed by 3 PM including filling forms etc.”
Aman Sangha CFA - Financial Advisor
“Aman takes his time to learn our full financial situation, with his thorough knowledge and good sense of of the financial market, takes proactive approaches, plans our financial portfolio and helps us to make the right decisions.”
Reach Wealth Solutions
“Shelly provides me a lot useful info and her professional and knowledgeable services deserve 5 stars.”
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Phillips Financial Group
Why these companies made our list
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