Best Financial Advisors in Milton, ON

Handpicked from 61 vetted & reviewed Financial Planning & Wealth Management firms in the Milton area, explore the top 5 leaders in their field among the selected group of 24 finalists.

Kulla Financial

Kulla Financial

(13)
Insurance Services, Employee Benefits, Financial Services
“Dean at Kulla To Financial helped my husband and I find comprehensive and cost effective solutions for life insurance and health benefits for our family.”
In Business Since 2022
717 Main St E, Milton, ON L9T 3Z3
i
Halton Consulting & Advisory

Halton Consulting & Advisory

(50)
  • Financial
  • Questions
  • Needs
“I hired them for book keeping of my firm and was really impressed by services, they give you most reliable advise which can save you from alot of accounting headaches.”
In Business Since 2016
497 Laurier Ave Suite 8, Milton, ON L9T 3K8
i
Energia Insurance Services INC

Energia Insurance Services INC

(48)
  • Note
  • Travel Insurance
  • Health Insurance
“If you're looking for great insurance coverage and a company that truly cares about its customers, Energia Insurance Services should be your top choice.”
1351 Chretien St, Milton, ON L9E 1G6
i
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
i
WK Accounting & Tax Services

WK Accounting & Tax Services

(30)
  • Questions
  • Tax Accountant
  • Priced
“Apart from his responsiveness and eagerness to help, Wajahat is very well organized, delivers on his promises, and is extremely knowledgeable in is field”
50 Steeles Ave E Unite 206, Milton, ON L9T 9M4
i
Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
95 (100)
Minimum Reputation Rank
97.5 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
FIN Tactics

FIN Tactics

(26)
  • Questions
  • Accountant
  • Efficient
“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 Ground Floor, Milton, ON L9T 2P9
i
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.”
Transparent Fees & Pricing
10 Bronte St. S Suite 403, Milton, ON L9T 9M2
i
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
473 Cusick Cir, Milton, ON L9T 0M9
i
Finbiz Investments INC

Finbiz Investments INC

“WE ALL KNOW LIFE is exposed to many threats that may result in heavy financial losses. Insurance and Investments are the two main available options to keep yourself insured for any contingent situations that may occur. We at FINBIZ Investments unders...”
Transparent Fees & Pricing
In Business Since 2016
Free Initial Consultation
10220 Derry Rd UNIT# 204, Milton, ON L9T 7J3
i
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
i
Wealth & Estate Financial Canada

Wealth & Estate Financial Canada

(30)
  • 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!”
Coupons & Offers
In Business Since 2017
218 Export Blvd Suite 411, Mississauga, ON L5S 0A7
i
The Campanella Group

The Campanella Group

(34)
  • Management
  • Investment
  • Knowledge
“Fab was especially helpful with several of my real estate clients helping them with tax planning related to purchasing investment properties in Florida during the pandemic!”
In Business Since 2017
1670 North Service Rd E #101, Oakville, ON L6H 7G3
i
Mackenzie Westwood Wealth Advisory

Mackenzie Westwood Wealth Advisory

(3)
Insurance Solutions, Financial Planning, Portfolio Management
“We have been a client for about 15 years and have been so impressed with the level of expertise, customer care, and communication we have received over the years.”
2 Draper St, Georgetown, ON L7G 3C9
i
Balwinder Financial

Balwinder Financial

(50)
Travel Insurance, Life Insurance, Investments
“Balwinder was very friendly and helpful she answered all our questions very simply and thoughtfully and helped us with what we needed in depth she also made the Resp process much easier and quicker.”
Free Initial Consultation
In Business Since 2014
1315 Derry Rd E #2, Mississauga, ON L5T 1B6
i
Lexaltico

Lexaltico

(50)
Canadian Relocation Package, Immigration Services, Real Estate Services
“She took the time to thoroughly explain all the legal aspects involved, making sure I understood every step and answering all my questions patiently and promptly.”
Coupons & Offers
In Business Since 2022
90 Matheson Blvd W Suite 101, Mississauga, ON L5R 3R3
i
Longevity Achieved

Longevity Achieved

(50)
  • Confident
  • Feel
  • Policies
“From the very beginning, it was evident that I had found not just financial advisors, but true partners in achieving my and my family's peace of mind for the future and financial goals.”
In Business Since 2018
5266 General Rd #15, Mississauga, ON L4W 1Z7
i
Canada Freedom Financial Centre

Canada Freedom Financial Centre

(46)
  • Stress
  • Payments
  • Patient
“We started to figure out about my whole debt and the creditors with experienced wise and knowledgeable advisors in CFFC and less than a couple of days they could wrap around the total debt in one single monthly payment and I could refresh myself.”
Free Initial Consultation
77 City Centre Drive, East Tower, Suite 501, Mississauga, ON L5B 1M5
i
Awealth

Awealth

(46)
Insurance, Investment, Mortgage
“Also, Andrei has advised myself and my family how to best protect us in case of unforeseen circumstances, which allows me to sleep at ease knowing that my kids will be financially independent should something happen to me.”
6755 Mississauga Rd #425, Mississauga, ON L5N 7Y2
i
Global Accounting Services

Global Accounting Services

(49)
  • Personal Tax
  • Family
  • Financial
“I've been going to Global Accounting to do my families income tax for the last 4 years, Vishal is always willing to answer any questions or concerns we might have.”
49 Hillcrest Ave # 205, Brampton, ON L6W 4V4
i
Vida Financial Group

Vida Financial Group

(46)
  • Future
  • Financial Advisor
  • Understand
“Because of the lasting impression he made on me, I now call or text him whenever I have a financial decision that has to be made just to get his opinion as I value it very much.”
34 Alderway Ave, Brampton, ON L6Y 2B7
i
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
i
Kothai Accounting l Accounting and Advisory Services

Kothai Accounting l Accounting and Advisory Services

(38)
  • Patient
  • Tax Preparer
“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
i
Ferguson Financial Planning | CI Assante Wealth Management

Ferguson Financial Planning | CI Assante Wealth Management

(34)
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 500, Mississauga, ON L5B 3J1
i
Balvir Saini, CPA & Sandeep Saini, CPA

Balvir Saini, CPA & Sandeep Saini, CPA

(37)
“I congratulate the entire team at this accounting firm for providing such excellent service at very minimal charges for clients.”
7-110 Pertosa Dr, Brampton, ON L6X
i

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
Click to copy
Successfully copied!
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

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top