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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, Toronto and Richmond Hill.
6 open weekends · 23 rated 4.5+
Data verified October 16, 2026
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Addington Financial Corporation
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Objective Financial Partners
- Mind
- Tax
- Expertise
“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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Alpha Oasis
- 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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Etaxcan
- Mind
- Financial
- Family
“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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Sharptax Consulting
- Knowledge
- Family
- Accountant
“Sharptax Consulting has been filling my taxes over the last five years and I'm extremely satisfied with their service and the level of competence they hold.”
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 4.9 to 5.0 across 2,234 reviews; 13 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (99%), responsiveness (76%) and quality (64%). The topics that come up most in reviews of the firms on this page are "knowledge", "expertise" and "patient". 6 are open on Saturdays and 4 on Sundays. The services the firms on this page list most often on their websites are financial planning (2), payroll (2) and retirement planning (2). 1 lists staff certifications (CFP). Domain records put 7 websites of the firms on this page at ten or more years old; the oldest dates from 2002. 1 offers remote or virtual consultations; 5 offer a free initial consultation; 1 is family- or locally-owned and 1 lists coupons or special offers. 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 8 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?
8 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.
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Merrick Financial
- Family
- The Future
- Selling
“After talking to us about our various retirement goals and plans, Chris did a deep dive into our finances, and then provided an excellent report outlining how (if) financially we could achieve those goals.”
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Ai Financial
“The company's investment is very professional, the internship environment is particularly good, and colleagues in the company get along very harmoniously.”
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Grant Matossian, Cga, CFP
- Attention
- Family
- Personal Tax
“Grant is professional and has great Tax knowledge (for residents and nonresidents), He will patiently guide you thru all the steps and provide the best recommendation.”
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Green Group - IG Private Wealth Management
- Portfolio
- Team
- Tax
“I have had the pleasure of working with the Green Group for 10+ years, they have always been honest, quick and ready to give the best advice the benefits me.”
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Flatiron Wealth Management
- Advice
- Team
- Confident
“We have been working with Andrew for over 10 years and really appreciate the attention to detail that he and Jeff provide on both an on-going basis and during our annual reviews.”
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Novel Wealth
- Confidence
- Team
- Mind
“We've been able to work with Jeff and his team at Novel Wealth to leverage several instruments at their disposal to develop a sound portfolio of investments, file taxes and plan for our future as a growing family.”
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CFS Wealth Management
- Communication
- Pension
- Stress
“To Start off, i learned CFS thru social media ads and a couple reviews; Honestly i was skeptical at first as I don't see if their physical office if it exist as I'm far, I live in Saskatchewan, CFS Office is in Ontario, Like anybody else i don't want...”
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Legacy Financial
- Understanding
- Questions
- Confident
“I have only recently started working with Trevor in the past year, however he has been extremely helpful and very patient with my questions regarding my financial situation.”
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Vida Financial Group
- Team
- Family
- Confidence
“We have working with Kevin over the years and he absolutely never lets us down, he is always willing to help and makes each process as easy as possible for his clients.”
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Bellwether Family Wealth
- Quality
- Team
- Plan
“Not only have I had a wholesome/trusting experience with Richard Heinrich and the team, I have seen results which I would deem, beyond impressive and almost surprising with how things are in the world currently.”
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Safri Financial
- Meeting
- Professional
- Insurance
“For our Insurance needs he provided us step by step guidance and right advice and offered a product with right price that no competition can match it.”
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Andreoli Financial Services
- Insurance
- Questions
- Company
“Since we started working together, I have noticed that he puts a lot of effort into communicating frequently, making sure all of my decisions are informed, and taking my questions and concerns seriously.”
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AMR Services
- Partnership
- Team
- Advice
“Excellent/Professional Service - Angela and her team provided me with the assistance I needed to deal with both my corporate and personal accounting needs.”
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Amlb Cpas and Consulting
- Plan
- Team
- Organized
“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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Buxton Financial For Retirement
- Knowledge
- Financial Plan
- Confidence
“She worked through all of my financial fears, and showed me how I could achieve my retirement and estate planning goals while still enjoying travel and all things that are important to me along the way.”
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Armen Martirosyan
- Father
- Patient
- Understanding
“Great experience with Armen,very hard working an pays attention to your needs to find me you the best Insurance possible give him a call today I recommend him 100% fantastic customer service”
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Flip My Life
- Biased
- Team
- Financial Well-Being
“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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Wealth & Estate Financial Canada
- 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”
Retirement Planning and Investment Management Services in Maple, ON Cost Estimates
Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on 455 cost profiles
Why these companies made our list
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