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24 firms listed · 22 in Markham · 5 open weekends · 17 rated 4.5+ · 1 shows a licence
Data verified October 18, 2026
The 24 firms listed for Markham, 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.
22 of the 24 firms we list are based in Markham; the other 2 serve Markham from North York (7 km) and Toronto (17 km). 17 of the firms on this page have a rating, from 4.5 to 5.0 across 393 reviews; 3 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (98%), responsiveness (79%) and quality (60%). The topics that come up most in reviews of the firms on this page are "knowledge" and "communication". 5 are open on Saturdays and 3 on Sundays. 1 shows a licence on its website. 12 have ten or more years of experience, the longest 28 years. 1 offers remote or virtual consultations; 1 offers payment plans; 4 offer a free initial consultation; 2 are family- or locally-owned and 1 lists coupons or special offers. We have a website on file for all 24 of the firms on this page; 20 publish a contact page; 18 list a public email and 6 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
4 of the 24 firms listed here offer a free introductory meeting. Expect a conversation about your situation, the firm's approach and its compensation, rather than recommendations. Bring your statements anyway, since it makes the discussion concrete.
