Best Financial Advisors in Milton, ON

The highest-rated Financial Planning & Wealth Management companies out of 61 vetted & reviewed in the Milton area.

Brillion Group

Brillion Group

(27)
Bookkeeping & Accounting, Tax Services, CRA Audits - Tax & HST
“Everyone so helpful and go beyond extra mile to support from beginning to end of the process, whether it's related to financial advice or solution, real estate or investment.”
In Business Since 2020
336 Bronte St. S #219, Milton, ON L9T 7W6
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Mortgage Winners

Mortgage Winners

(22)
Wealth Building, Mortgages
“I am a financial advisor and work with many brokers on a daily basis and would highly recommend Gagan and mortgage winners to clients and family members alike.”
In Business Since 2012
10 Bronte St. S Suite 403, Milton, ON L9T 9M2
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WK Accounting & Tax Services

WK Accounting & Tax Services

(12)
“Very glad to have chosen WK Accounting for my incorporating and accounting needs.”
In Business Since 2017
50 Steeles Ave E Unite 206, Milton, ON L9T 9M4
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FIN Tactics

FIN Tactics

(11)
  • Accountant
  • Professional
  • Financial
“Syed makes sure that you know what's going on with your finances and he looks at all areas of your life, not just the taxes; in order to make the right decisions which will affect your future.”
In Business Since 2015
24 Martin St, Milton, ON L9T 2P9
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Fairsplit Divorce and Separation Financial Solutions

Fairsplit Divorce and Separation Financial Solutions

(4)
“Tatiana was able to breakdown how to look at each person's contribution to the new relationship, what was fair, and how to compromise and how to make accommodations.”
Transparent Fees & Pricing
In Business Since 2013
473 Cusick Cir, Milton, ON L9T 0M9
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Larry Stolberg Cpa, CA

Larry Stolberg Cpa, CA

(3)
“If you need a truly expert accountant to to get your cross--border taxes, Larry is your man.”
In Business Since 2011
245 Commercial St, Milton, ON L9T 2J3
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Energia Insurance Services INC

Energia Insurance Services INC

In Business Since 2019
1351 Chretien St, Milton, ON L9E 1G6
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Wealth & Estate Financial Canada

Wealth & Estate Financial Canada

(29)
  • Community
  • Expert
  • Passion
“Knowing her professionally and personally have been a pleasure and I would recommend her to everyone who is looking to get their finances in order with customized solutions and personal attention from the experts!”
In Business Since 2017
218 Export Blvd Suite 411, Mississauga, ON L5S 0A7
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Prudent Asset Management

Prudent Asset Management

(17)
Personal Planning, TAX Planning, Financial Statements
“Deven has always been prompt in his responses & given sound advise on taxation and investments, hence over the years I haven't explored any other options other than Deven for my Taxation & Investment needs.”
In Business Since 2003
235 Derry Rd W, Mississauga, ON L5W 1G3
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Sharma Wealth Management / Manulife Securities

Sharma Wealth Management / Manulife Securities

(7)
Investments, Retirement Planning, Group Benefits
“My heartfelt Thanks to Renuji and Naresh for all their support”
In Business Since 2018
2560 Matheson Blvd E #324, Mississauga, ON L4W 4Y9
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Watson Investments

Watson Investments

(2)
“I am very impressed by the integrity of Peter and Jennifer.”
Free Initial Consultation
In Business Since 2003
220 Randall St, Oakville, ON L6J 1P7
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Sovereign Wealth

Sovereign Wealth

(2)
“I love watching my money grow and I feel so confident that I am being taken care of by a trusted company.”
In Business Since 2005
627 Guelph Line, Burlington, ON L7R 3M7
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Ranjit Dhillon Broker - Centum Mortgage Smart

Ranjit Dhillon Broker - Centum Mortgage Smart

(30)
Leasing, Life and Disability Insurance, Consumer Loans
“Not only did homebase help me refinance my mortgage, which greatly reduced my mortgage payment, but Ranjit was very professional and pleasant to work with.”
Licensed
In Business Since 2002
Offers Financing Options
Transparent Fees & Pricing
7956 Torbram Rd unit 20, Brampton, ON L6T 5A2
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Xiphias Investment Migration

Xiphias Investment Migration

(29)
Temporary Resident (Visitor) Visas and Extensions, Atlantic Immigration Pilot, Are You Canadian Resident
“I got my student visa for Canada from this immigration firm, the advisors working here are one of the best in their industry and with vast and deep knowledge of their work.”
Free Initial Consultation
In Business Since 2014
90 Brushwood Dr, Brampton, ON L6Y 6H3
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Accounting Mississauga - Billah Accounting & Bookkeeping Services

Accounting Mississauga - Billah Accounting & Bookkeeping Services

(30)
CRA Help Services, Accounting, Financial Statement Review
“Naeem is always on hand to answer any questions and is fast, efficient, with amazing attention to detail, and of course is always suggesting ideas on how to save money and grow.”
In Business Since 2014
5015 Maingate Dr #2a, Mississauga, ON L4W 1G4
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Awealth

Awealth

(30)
Insurance, Investment, Mortgage
“My husband and i both purchased life insurances and an RESP for our daughter from Andreij, Andreij is the epitome of professional and is so considerate of his clients wants and needs.”
In Business Since 2017
6755 Mississauga Rd #425, Mississauga, ON L5N 7Y2
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Kothai Accounting l Accounting and Advisory Services

Kothai Accounting l Accounting and Advisory Services

(28)
“When I walk into your office, you were able to show me through your communication and professionalism that you are not an accountant who deals only with numbers, but with clients as well.”
Free Initial Consultation
In Business Since 2020
7205 Goreway Dr B2, Mississauga, ON L4T 2T9
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NWR Financial Group

NWR Financial Group

(30)
  • Plan
  • Goals
  • Future
“All of my questions and concerns are addressed with ease- and I am continually reminded why choosing Richard Nicholson and NWR Financial Group was the BEST decision for me and my family!”
In Business Since 2020
5685 McLaughlin Rd Suite B, Mississauga, ON L5R 3K5
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The Campanella Group

The Campanella Group

(30)
  • Market
  • Financial Planning
  • Managing
“I consulted with several advisors at the big banks and the better known investment firms, but they were all giving me the same advice (max out RRSPs and TFSAs).”
In Business Since 2017
132 Trafalgar Rd, Oakville, ON L6J 3G5
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Global Accounting Services

Global Accounting Services

(30)
  • Financial
  • Family
  • Call
“Came back this year 2022 to do my corporate taxes for the first time, I was nervous about not knowing what to do, he made it so understanding and a peace of mind.”
In Business Since 2018
49 Hillcrest Ave # 205, Brampton, ON L6W 4V4
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Ferguson Financial Planning | CI Assante Wealth Management

Ferguson Financial Planning | CI Assante Wealth Management

(21)
Education Planning, Retirement Planning, Philanthropy
“They have walked me through crises in the market to help me undestand the impact on my portfolio, and suggested opportunities that would fit my overall objectives and risk tolerance.”
In Business Since 2009
350 Burnhamthorpe Rd W Suite 218, Mississauga, ON L5B 3J1
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Greens Toronto

Greens Toronto

(24)
  • Happy
  • Team
  • Doubts
“It was awesome, such a wonderful experience.”
In Business Since 2018
90 Burnhamthorpe Road West Suite:1447 14 th Floor, Mississauga, ON L5B 3C3
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A M Financial Group

A M Financial Group

(18)
Corporate Tax & Accounting, Personal Tax, Payroll
“I have been doing my personal and business taxes with this company for many years.”
In Business Since 2020
19-2580 Shepard Ave, Mississauga, ON L5A 4K3
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RC Accountant - CRA Tax

RC Accountant - CRA Tax

(17)
  • Experts
“RC Financial Group are qualified professionals at effectively handling financial issues and provide excellent help with accounting, taxation and audit matters.”
Free Initial Consultation
In Business Since 2009
1290 Eglinton Ave E UNIT 8, Mississauga, ON L4W 1K8
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Retirement Planning and Investment Management Services in Milton, ON Cost Estimates

Minimum cost
$1239
Maximum cost
$10526
National Average
$3715
Avg Per Hour Rates
$372
$2477
$6811
Average price range is based on 527 cost profiles
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Average Cost $3715
Minimum cost $1239
Maximum cost $10526
Avg Per Hour Rates $372

Average range $2477 to $6811 is based on 527 cost profiles.

Why these companies made our list

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