The highest-rated Financial Planning & Wealth Management companies out of 56 vetted & reviewed in the Maple area.
Learn how we score.
Prominent finalists A-Z in Maple
Accountant on Call | Reliable AOC
Accounting Plus Financial Services
Addington Financial Corporation
Affinity Capital Management Inc.
Alpha Oasis
Amlb Cpas and Consulting
Antares Financial
Birdi Chartered Professional Accountant
Etaxcan
Flip My Life
Fox-Revett & Associates
Greenwood Wealth | Worldsource Securities
Harris & Partners
Kothai Accounting l Accounting and Advisory Services
NSD Accounting
Objective Financial Partners
Pinnacle Reliance Financial Planning
Sawaya CPA – Tax & Accounting Services
Steve Welker and Company
Suman Gandhi – Toronto Mortgage Broker and Financial Advisor
Tembo Financial
The Money Mint
Wealth & Estate Financial Canada
Yanchen Lucia Fu-CPA, Professional Corporation
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Suman Gandhi - Toronto Mortgage Broker and Financial Advisor
(1)
“We paid of most of our debt and in the process he made a financial plan for us to follow to stay debt free..”
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Addington Financial Corporation
“We are investment professionals who advise our clients on growing personal and family wealth. We offer a wide selection of investment products managed by Canada's largest fund companies. Contact us today and let us help you think, plan, and act gener...”
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Sawaya CPA - Tax & Accounting Services
(50)
Financial
Questions
Corporate
“He not only helped me establish my dentistry professional corporation but also handled my personal taxes with exceptional knowledge and attention to detail.”
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Alpha Oasis
(50)
Confidence
Professional
Questions
“For 20+ years I have received valuable professional financial advice from Bose Odueke the proprietor of Alpha Oasis, who provided me insightful actionable advice that was instrumental to making important financial decisions such as life insurance.”
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Kothai Accounting l Accounting and Advisory Services
(38)
Knowledge
Tax Returns
Information
“Sundaram is very professional about what he does and not just taxes filing or booking but he also explain more how you can take care or invest your finance in a better way through the available products that suits your need!”
“If you are looking for support with strategic and operational planning, budgeting, financial reporting or need advice on your financial processes, I would highly recommend that you consider AMLB to support your business.”
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Wealth & Estate Financial Canada
(30)
Goals
Financial Planning
Insurance
“Wealth & Estate financial is a firm that cares for clients and their financial wellbeing services offered are personalized to clients needs and circumstances, you will never find one solution fit all kind of approach”
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Flip My Life
(26)
Personal Financial Planning, Divorce Financial Planning, Investments
“She took the time to listen to my concerns, aspirations, and fears about the future, and then crafted a strategy that not only addressed my immediate financial concerns but also laid a solid foundation for long-term financial security.”
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Pinnacle Reliance Financial Planning
(23)
Family
Questions
Insurance
“No matter what requirements I have or any life changes I encounter, Ethan can give me the most pertinent advice and the most reasonable plan based on our family situation.”
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Affinity Capital Management Inc.
(19)
Financial Tools & Calculators, Insightful Readings, Member Toolkit
“He's helped remove money blocks that I previously was holding onto, helped me pay down my debt, and has also set me up for future financial goals in moments where I felt stuck and unable to move.”
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Fox-Revett & Associates
(14)
Meetings
Team
Portfolios
“IG has provided me with several recommendations on investment advice and I feel confident in their expertise and professional advice, especially during the volatile market during the pandemic.”
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Greenwood Wealth | Worldsource Securities
(9)
Finances
“Brendan is a great person with a lot of knowledge about his job and will do the best job to increase your future goals so with that in mind who ever is not a client yet should probably get cracking and start thinking about there future.”
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Yanchen Lucia Fu-Cpa, Professional Corporation
(1)
“Really Impressed by high quality services and reasonable rates Positive Responsiveness, Quality, Professionalism, Value”
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NSD Accounting
(3)
Tax Planning & Returns, Accountant On Demand, Financial Services
“Their team have provided invaluable guidance, helping us not only manage our finances efficiently but also make strategic decisions for the growth.”
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Antares Financial
(5)
Professional
Team
“King and Jas are very informative & bring the sizzle when creating a financial plan!”
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Steve Welker and Company
(49)
Mind
Professional
Sleep
“It's been more than year since I contacted them for the first time and I was really surprised how fast and professionally they solved my problem with credit cards.”
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Birdi Chartered Professional Accountant
(50)
Corporate Taxes, International Taxes, Incorporation
“Gurrai Birdi from Birdi CPA reached out to me quickly and worked with me to gather all the documents required to get the certificate issued a lot earlier than I originally thought.”
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Objective Financial Partners
(50)
Tax Planning and Preparation, Fee-Only, Advice-Only Financial Planning, Money Coaching
“As someone that likes to dig into the details on these things - I have always been impressed by the depth and analysis underpinning the advice I have received - there is nothing generic about the advice or answers I have gotten.”
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Accountant on Call | Reliable AOC
(50)
Tax Planning & Returns, Accountant on Call, Financial Services
“Chirag's attention to detail and thorough understanding of tax laws ensure that his clients receive the best possible service and maximize their tax savings.”
“They are extremely, knowledgeable, honest, thorough, and very professional They go above and beyond and always respond to calls and emails in a timely fashion.”
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Accounting Plus Financial Services
(49)
Personal Tax, Corporate Tax, Business Advisory & Tax Planning
“Just like any relationship, things are not perfect 100% of the time, but what's important, is that they truly care about you and set high standards for customer care.”
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Harris & Partners
(46)
Debt Relief Services, Debt Relief For Businesses
“Thank you, Harries and Partners, and a special thank you to Ricky Dsouza for helping us navigate through a difficult time with such professionalism and care.”
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The Money Mint
(50)
Stress
Mortgage
The Future
“He created an easy to understand spreadsheet that allowed me to understand the various rates, buying scenarios, and monthly costs associated with the mortgage.”
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Etaxcan
(50)
Personal Tax Returns, Accounting & Book Keeping, Tax Planning / Financial Planning
“It was a great experience, I never believe I could get my income tax return without paying money, this is the right place to file your taxes, (guys is free)am so excited Thanks for your service.”
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Retirement Planning and Investment Management Services in Maple, ON Cost Estimates