Best Financial Advisors in Markham, ON
Handpicked from 65 vetted & reviewed Financial Planning & Wealth Management firms in the Markham area, explore the top 5 leading options among the selected group of 24 finalists.
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Non-Resident Tax, Tax Planning, Personal Tax Returns
“Kind, non-judgemental, skilled at Tax Accounting and always prioritizing his customers: these are the hallmarks of his success as the BEST Tax Accountant in Markham!”
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Objective Financial Partners
Canadian Expats, Executor/Probate/Estate Services, Investment Planning
“I would highly recommend her to anyone seeking in-depth, nuanced insights into their financial circumstances provided with intelligence, clarity, professionalism, and a positive attitude.”
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Sharptax Consulting
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.”
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Grant Matossian, Cga, CFP
Investment Properties – HST Rebate & Assignments, Non Resident Tax Returns, Incorporation and Dissolution of Businesses
“I've been working with Grant for years for all of my accounting needs - He is very knowledgeable and always one step ahead to get his clients the best solution for their needs.”
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Harris & Partners
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.”
Qualification Criteria for best of Winners
Minimum Overall Score
96 (100)
Minimum Reputation Rank
98.5 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Andreoli Financial Services
- Questions
- Family
- Understand
“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.”
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Armen Martirosyan
- Questions
- Insurance Agent
- Decision
“I would definitely recommend him to my family and friends and anyone that needs more insight and all the different types of insurance, he will help you find what's best for you.”
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Credit360
- 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.”
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Amir Karami Financial Planning Services
Divorce & Separation, Estate, Retirement
“I have used Amir for my personal and business needs and don't hesitate to endorse him.”
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Trufinancial Consultants
- Questions
- Goals
- Future
“She's has helped me build as an individual in so many ways in my financial aspect and has filled me with confidence in knowing that financial freedom is a must!”
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Scarrow Yurman & CO. CPA Professional Corporation
, [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.”
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Prasoon Srivastava, Clu, CHS
- 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.”
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Visconti Financial Group
- 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.”
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Iron Trust Financial
“Pedro was very helpful and dilligent in our process of getting our first life insurance.”
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The Bond Group
- Business
“Again, meet with Tom Thiru & his staff for all your services.”
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Kevin Lau at Financial Horizons
- Insurance
“He made me realize the value of owning the policies in long run without getting me offended or annoyed.”
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Kubera Financial Group
“The knowledge I've learned as a client of theirs surpasses any of the accountants I had prior and on top of it all, the treatment they show all their clients makes me enjoy the appointments even more!”
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Queen Financial Group Inc.
“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🤩 …”
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Protect Financial
“Very knowledgeable Advisor”
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Ali and Associates
“I drive from Mississauga to habe my taxes done!”
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Fred Albi, Cpa, Professional Corporation
Part-Time CFO, Business Advising & Consulting, Accounting Services & Compilations
“Fred Albi really understands all accounting aspects, and can work with CRA if required.”
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Daumier Financial Services
“I've been in Canada for 25 years and i have never seen such a nice, honest, transparent, paciente, knowledgeable and professional group.”
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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 ...”
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Jiaqi Huang - TD Investment Specialist
“Very knowledgable, polite, and professional.”
Retirement Planning and Investment Management Services in Markham, ON Cost Estimates
Why these companies made our list
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