Suman Gandhi - Toronto Mortgage Broker and Financial Advisor
“We paid of most of our debt and in the process he made a financial plan for us to follow to stay debt free..”
Best Financial Advisors near Maple, ON
2 of these firms are based in Maple; the others serve Maple from towns including Markham, North York and Richmond Hill.
4 open weekends · 23 rated 4.5+
Data verified October 16, 2026
Addington Financial Corporation
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Objective Financial Partners
“Thuy is not only professional and knowledgeable, but she also has a warm and personable approach that makes every interaction pleasant and reassuring”
AMR Services
“I can strongly recommend AMR Services due to their dedication, professionalism and the care they have shown us year after year.”
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Grant Matossian, Cga, CFP
“From the very beginning, Grant has always been super helpful, knowledgeable and reliable.”
Alpha Oasis
“Bosé has been very professional while being a very friendly, approachable and non-judgmental.”
The 24 firms listed for Maple, 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: Maple, ON
23 of the 24 firms on this page have a rating, from 4.7 to 5.0 across 3,102 reviews; 19 have 50 or more reviews. The topics that come up most in reviews of the firms on this page are "knowledge", "patient" and "communication". 4 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are bookkeeping (2), payroll (2) and retirement planning (2). 1 lists staff certifications (CFP). Domain records put 6 websites of the firms on this page at ten or more years old; the oldest dates from 2002. 1 offers remote or virtual consultations; 4 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for 23 of the firms on this page; 18 publish a contact page; 22 list a public email and 9 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 Maple take financial planning bookings online?
9 of the 24 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.
Sharptax Consulting
“I would strongly recommend him to anyone who is looking for exceptional service.”
Etaxcan
“I have been coming to Sutha and Vimal for a few years now and they never disappoint.”
Merrick Financial | Advice Only Financial Planners
“His report was very detailed and well-thought out and we both feel much better equipped in planning for our future.”
Vertical CPA / Taxhelp.ca
“He also did an excellent job at the end of fully explaining the assessment in a way that was very easy to understand.”
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Ai Financial
“Thank you very much Hengyi for giving me a lot of investment-related advice and being very patient.”
CFS Wealth Management
“Walked me through every step of the process and stayed true on his word with every detail and it's timeline.”
Flatiron Wealth Management
“They take the time to understand our evolving needs to create a financial plan that has ensured we realize our retirement goals.”
Andreoli Financial Services
“In the past eight months, Thomas Andreoli has put my money to work and I've seen a significant improvement in my net worth.”
Green Conway and Associates - IG Private Wealth Management
“I am always able to reach someone and the followup to make sure things happen for me is wonderful.”
Vida Financial Group
“As an advisor, Michael empowered us to make an educated and informed decision rather than simply telling us what to do.”
Armen Martirosyan
“He provides excellent service, highly intelligent ,punctual always helpful and has a very friendly personality.”
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Novel Wealth
“As someone who was not inherently financially literate, their wisdom and decisions have helped us greatly over time.”
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Aaron Wealth Management
“David is clearly an expert and demonstrates a authentic interest in understanding his customers and their needs”
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Buxton Financial For Retirement
“I never realized how stressful planning for retirement could be but she certainly helped with that and I have a much better feel for what to expect and different ways to navigate going forward”
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Flip My Life
“She always put my personal financial concerns at ease and I would highly recommend her services, and of course the whole Flip My Life staff.”
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Seyon Tax
“I've been filing my taxes with them from last three years and my experience with them is awesome.”
Bellwether Family Wealth
“I am pleased with the way that my investments are being managed, and the team is knowledgeable, professional, responsive and personable.”
Nannytax
“Their prices are reasonable and they are on top of everything and turn-around is very quick.”
Why these companies made our list
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