Best Financial Advisors in Markham, ON

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

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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Objective Financial Partners

Objective Financial Partners

(50)
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.”
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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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

(41)
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.”
In Business Since 2009
20 Amber St #6, Markham, ON L3R 5P4
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Harris & Partners

Harris & Partners

(31)
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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Andreoli Financial Services

Andreoli Financial Services

(27)
  • 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.”
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
“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.”
610-625 Cochrane Dr, Markham, ON L3R 9R9
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Credit360

Credit360

(19)
  • 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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Tax Doctors Canada

Tax Doctors Canada

(19)
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!”
250 Main Street Markham N, Markham, ON L3P 1Y7
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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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Trufinancial Consultants

Trufinancial Consultants

(13)
  • 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!”
Free Initial Consultation
2833 16th Ave, Markham, ON L3R 0P8
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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.”
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.”
200 Cachet Woods Ct #110, Markham, ON L6C 0Z8
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The Bond Group

The Bond Group

(4)
  • 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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Iron Trust Financial

Iron Trust Financial

(4)
“Pedro was very helpful and dilligent in our process of getting our first life insurance.”
Transparent Fees & Pricing
Licensed
15 Allstate Pkwy Suite 683, Markham, ON L3R 5B4
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Kevin Lau at Financial Horizons

Kevin Lau at Financial Horizons

(7)
  • Insurance
“He made me realize the value of owning the policies in long run without getting me offended or annoyed.”
In Business Since 1999
625 Cochrane Dr Suite 600, Markham, ON L3R 9R9
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Kubera Financial Group

Kubera Financial Group

(6)
“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!”
In Business Since 2009
100 Coppard Ave, Markham, ON L3S 2S6
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Queen Financial Group Inc.

Queen Financial Group Inc.

(6)
“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🤩 …”
7030 Woodbine Ave #901, Markham, ON L3R 6G2
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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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Fred Albi, Cpa, Professional Corporation

Fred Albi, Cpa, Professional Corporation

(4)
Part-Time CFO, Business Advising & Consulting, Accounting Services & Compilations
“Fred Albi really understands all accounting aspects, and can work with CRA if required.”
Free Initial Consultation
In Business Since 2015
110 Copper Creek Dr Suite 201A, Markham, ON L6B 0P9
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Daumier Financial Services

Daumier Financial Services

(1)
“I've been in Canada for 25 years and i have never seen such a nice, honest, transparent, paciente, knowledgeable and professional group.”
In Business Since 2021
Markham, ON L3R 0G6
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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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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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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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