Best Financial Advisors in Markham, ON

The highest-rated Financial Planning & Wealth Management companies out of 65 vetted & reviewed in the Markham area.

Objective Financial Partners

Objective Financial Partners

(50)
Paraplanning and Outsourced Planning, Canadian Expat Planning, Self-Directed Planning
“Brenda provided us with a detailed and comprehensive retirement plan that simplified a complicated set of circumstances and enabled us to make a life changing decision with confidence.”
Transparent Fees & Pricing
Remote Consultations Available
CGA Certified
In Business Since 2012
East Tower, 675 Cochrane Dr 6th floor, Markham, ON L3R 0B8
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Harris & Partners

Harris & Partners

(46)
Debt Relief For Businesses, Debt Relief Services
“Unbelievable, All my debt are gone now and I feel like I'm free, thanks Osman Ali for all you did for me, at the first time it's even hard to believe that was real, but it's real and easy.”
Free Initial Consultation
In Business Since 2013
8920 Woodbine Ave #104, Markham, ON L3R 9W9
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Sharptax Consulting

Sharptax Consulting

(50)
Financial Planning, Business Services, Tax and Accounting
“Best way to describe my experience would be going to the friendly neighbourhood uncle who also has professional experience and technical knowledge in the field you need help with.”
12 Northvale Rd, Markham, ON L6B 1G4
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Grant Matossian, Cga, CFP

Grant Matossian, Cga, CFP

(47)
Investment Properties – HST Rebate & Assignments, Non Resident Tax Returns, Incorporation and Dissolution of Businesses
“Grant's depth of knowledge and expertise in tax matters reassured us and instilled confidence amidst the chaos, offering solutions with utmost clarity and commitment to our unique circumstances.”
In Business Since 2009
20 Amber St #6, Markham, ON L3R 5P4
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Andreoli Financial Services

Andreoli Financial Services

(29)
  • Understand
  • Saving
  • Family
“Working with Thomas was exceptional he was very thorough about the company and what they have to offer, and provided plenty of resources and breakdowns to make me understand the whole concept.”
Family Business
Free Initial Consultation
7725 Birchmount Rd, Markham, ON L3R 9X3
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Armen Martirosyan

Armen Martirosyan

(32)
  • Questions
  • Insurance Agent
  • Decision
“Armen is very knowledgeable and I appreciate how he takes the time to explain and go over with me my options and makes great recommendations which I've always been pleased with.”
In Business Since 2011
610-625 Cochrane Dr, Markham, ON L3R 9R9
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Tax Doctors Canada

Tax Doctors Canada

(21)
Non-Resident Tax, Tax Planning, Personal Tax Returns
“Hello everyone, I live in Costa Rica and I was searching on the internet for a professional Canadian Tax company, the angels wanted me to find Blair Kean, because he is an Angel.”
250 Main Street Markham N, Markham, ON L3P 1Y7
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Credit360

Credit360

(19)
  • Results
  • Company
  • Credit Score
“You talk with professional people, willing to understand your needs, who take the time to explain the process; therefore, you understand what to expect including timelines.”
Free Initial Consultation
50 Minthorn Blvd Suite 100, Markham, ON L3T 7X8
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Amir Karami Financial Planning Services

Amir Karami Financial Planning Services

(16)
Divorce & Separation, Estate, Retirement
“I have used Amir for my personal and business needs and don't hesitate to endorse him.”
In Business Since 2015
7100 Woodbine Ave #309, Markham, ON L3R 5J2
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Scarrow Yurman & CO. CPA Professional Corporation

Scarrow Yurman & CO. CPA Professional Corporation

(4)
, [email protected], Professional Accounting Firm
“They've supported us with financial statement, tax, planning, bookkeeping and a multitude of other issues regarding our personal tax returns, professional corporations and family trust.”
Family Business
Offers Financing Options
In Business Since 2016
445 Apple Creek Blvd #223, Markham, ON L3R 9X7
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Prasoon Srivastava, Clu, CHS

Prasoon Srivastava, Clu, CHS

(25)
  • Investments
  • Knowledge
  • Options
“Prasoon Srivastava as a Financial consultant as he would understand your requirements first and would advise the best possible solution based on your needs.”
In Business Since 2006
3000 Steeles Ave E, Markham, ON L3R 4T9
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Visconti Financial Group

Visconti Financial Group

(9)
  • Insightful
  • Retirement
  • Options
“  He impressed us in the first meeting on how he prepared his materials meticulously and for his professional insights on financial services we can take advantage in readying ourselves for retirement.”
Free Initial Consultation
200 Cachet Woods Ct #110, Markham, ON L6C 0Z8
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Iron Trust Financial

Iron Trust Financial

(5)
  • Information
  • Choice
“Professional and friendly, you feel like a friend is helping you choose the best option for you, I am very grateful for his services and I definitely recommend him.”
Transparent Fees & Pricing
Licensed
15 Allstate Pkwy Suite 683, Markham, ON L3R 5B4
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The Bond Group

The Bond Group

(4)
  • Law
  • Tax
  • Business
“Again, meet with Tom Thiru & his staff for all your services.”
Transparent Fees & Pricing
1585 Markham Rd SUITE 211, Scarborough, ON M1B 2W1
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Fred Albi, Cpa, Professional Corporation

Fred Albi, Cpa, Professional Corporation

(10)
Part-Time CFO, Business Advising & Consulting, Accounting Services & Compilations
“He continues to provide timely and quality service, while being available to discuss any pertinent questions.”
Free Initial Consultation
In Business Since 2015
110 Copper Creek Dr Suite 201A, Markham, ON L6B 0P9
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Queen Financial Group Inc.

Queen Financial Group Inc.

(6)
  • Dealership
“It's the best dealership in town I came there with my car like a month ago when I unfortunately was out for a little accident but now it's great as new🤩 …”
In Business Since 2016
7030 Woodbine Ave #901, Markham, ON L3R 6G2
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Protect Financial

Protect Financial

(1)
“Very knowledgeable Advisor”
Free Initial Consultation
10761 Victoria Square Blvd Suite 205, Markham, ON L6C 1J5
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Ali and Associates

Ali and Associates

(4)
“I drive from Mississauga to habe my taxes done!”
In Business Since 2012
9275 Markham Rd, Markham, ON L6E 1A3
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Tadros Accounting Professional Corp

Tadros Accounting Professional Corp

(2)
  • Team
“Peter was very efficient in catching mistakes on previous report and his services were quick .”
5 McIntosh Dr Suite 208, Markham, ON L3R 5H6
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Business Minding Services

Business Minding Services

(1)
“Always great working with Nigel and his staff!”
In Business Since 2007
321 Don Park Rd, Markham, ON L3R 1C2
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Advocis Toronto

Advocis Toronto

“Kathryn Bennett is a Senior Regional Sales Director with Desjardins Wealth Management. Kit uses her expertise as a tax and estate planning lawyer when working with advisors to provide high net worth individuals and business owners with sophisticated ...”
In Business Since 2003
20 Valleywood Dr, Markham, ON L3R 6G1
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Jiaqi Huang - TD Investment Specialist

Jiaqi Huang - TD Investment Specialist

(2)
“Very knowledgable, polite, and professional.”
Coupons & Offers
Transparent Fees & Pricing
In Business Since 1998
9600 McCowan Rd, Markham, ON L3P 8M1
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Meritrust Financial Group

Meritrust Financial Group

(8)
  • Insurance
  • Workload
  • Team
“Working with Meritrust Financial was truly a pleasure, and I wouldn't hesitate to recommend them to anyone seeking a reliable and professional partner.”
3190 Steeles Ave E #210, Markham, ON L3R 1G9
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Desjardins Financial Security

Desjardins Financial Security

(2)
“I really thank Bernard and Mandy for their guidance”
3000 Steeles Ave E #303, Markham, ON L3R 4T9
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Retirement Planning and Investment Management Services in Markham, ON Cost Estimates

Minimum cost
$1246
Maximum cost
$10589
National Average
$3738
Avg Per Hour Rates
$374
$2492
$6852
Typical price range is based on 368 cost profiles
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Average Cost $3738
Minimum cost $1246
Maximum cost $10589
Avg Per Hour Rates $374

Typical range $2492 to $6852 is based on 368 cost profiles.

Why these companies made our list

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