Mississauga, ON

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Mississauga, ON
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Best Financial Advisors in Mississauga, ON

Handpicked from 60 vetted & reviewed Financial Planning & Wealth Management firms in the Mississauga area, discover the top 5 standout choices among the selected group of 24 finalists.

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Wealth & Estate Financial Canada

Wealth & Estate Financial Canada

(30)
  • Family
  • Knowledge
  • Community
“I highly recommend her to anyone having trouble with their finances, she is always available to answer questions and she prioritizes her clients at all times.”
In Business Since 2017
218 Export Blvd Suite 411, Mississauga, ON L5S 0A7
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Kothai Accounting l Accounting and Advisory Services

Kothai Accounting l Accounting and Advisory Services

(38)
  • Gentleman
  • Pricing
  • Information
“If you need a good accountant that can help you get peace of mind when it comes to taxes then I highly recommend Kothai Accounting for your tax filing.”
In Business Since 2020
7205 Goreway Dr B2, Mississauga, ON L4T 2T9
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DLC - Team Mortgage Assurance

DLC - Team Mortgage Assurance

(47)
Investment Property Mortgages, New To Canada, Debt Consolidation
“Ram's Curated training for new Agents is cutting edge and have to compliment him for bring multiple mortgage scenarios to new Agent which gives real world experience.”
Offers Financing Options
In Business Since 2024
Transparent Fees & Pricing
Licensed
5675 Whittle Rd, Mississauga, ON L4Z 3P8
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Lexaltico

Lexaltico

(49)
Business Services, Tax Consulting, Canadian Relocation Package
“Highly recommend Lexaltico LLP for legal services they helped me close a deal for my mortgage, very helpful and professional group will definitely use them again !!”
In Business Since 2022
Coupons & Offers
90 Matheson Blvd W Suite 101, Mississauga, ON L5R 3R3
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The Money Mint

The Money Mint

(50)
  • Buyer
  • Expertise
  • Family
“My husband and I had a great experience working with Charles who helped us sell one home and buy 2 more properties to grow our real estate portfolio all within one year!”
20+ Years Experience
Offers Financing Options
2600 Skymark Ave Bldg 10, Unit 104, Mississauga, ON L4W 5B2
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
95 (100)
Minimum Reputation Rank
99.1 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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Awealth

Awealth

(48)
Investment, Mortgage, Insurance
“We have been working together for over a year and what I really like about him is his ability to explain the pros and cons of the investment, looking at the overall picture in terms of his clients financial position, goals,.”
6755 Mississauga Rd #425, Mississauga, ON L5N 7Y2
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Canada Freedom Financial Centre

Canada Freedom Financial Centre

(47)
“Extremely so happy,i am glad that I contacted you, this was extremely helpful for situation was in with financial I was struggling through I am not paying anymore interest to the bank I was borrowing, so happy I am not to paying extra money, was paye...”
Free Initial Consultation
77 City Centre Drive, East Tower, Suite 501, Mississauga, ON L5B 1M5
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Longevity Achieved

Longevity Achieved

(50)
  • Future
  • Goals
  • Understand
“I feel good knowing he has me covered from my budgeting (which is super helpful being a business owner), insurance needs, investments - and hes working closely to help plan for a house purchase.”
In Business Since 2018
5266 General Rd #15, Mississauga, ON L4W 1Z7
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Ferguson Financial Planning | CI Assante Wealth Management

Ferguson Financial Planning | CI Assante Wealth Management

(35)
Insurance Advice, Estate Planning, Education Planning
“Remy Pattynama has been our financial advisor for the past 15+ years, initially getting to know us and outlining a detailed investment strategy that would meet our long-term objectives.”
In Business Since 2009
350 Burnhamthorpe Rd W Suite 500, Mississauga, ON L5B 3J1
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PFG Financial

PFG Financial

(38)
  • Stress
  • Loan
  • Expertise
“They were knowledgable, adaptive and professional and had the key resources to secure the capital that enabled me to acquire and scale my business and the tools and network to elevate my business operations.”
In Business Since 2023
1450 Meyerside Dr #302, Mississauga, ON L5T 2N5
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AM Financial Group

AM Financial Group

(20)
Additional Services, Bookkeeping & Payroll, Service Fees
“Maham is absolutely wonderful and always goes above and beyond of what is required.”
In Business Since 2020
Transparent Fees & Pricing
200 Matheson Blvd W, Mississauga, ON L5R 3L7
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Greens Toronto

Greens Toronto

(24)
  • Doubts
  • Team
  • Immigration
“It's good”
In Business Since 2018
90 Burnhamthorpe Road West Suite:1447 14 th Floor, Mississauga, ON L5B 3C3
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Prudent Asset Management

Prudent Asset Management

(17)
Financial Planning, Goals, Personal Planning
“He has very good experience in getting you good practices if you ever need a honest opinion in terms of numbers and financial standpoint and he can guide you how to proceed with banking requirements and projections for your loan and acceptance.”
In Business Since 2003
235 Derry Rd W, Mississauga, ON L5W 1G3
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ACN Financial Group

ACN Financial Group

(16)
  • Investment
  • Life Insurance
  • Team
“I was introduced to Arnold a few years back and like some of us somewhat hesitant to change due to uncertainty of dealing with someone that I did not know.”
In Business Since 2017
Family Business
2550 Matheson Blvd E #130, Mississauga, ON L4W 4Z1
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Barakat Accounting Services

Barakat Accounting Services

(15)
Financial Planning, Business Consultation, Register With CRA Gst/Hst & Payroll Account
“I really appreciate their punctuality and prompt responses to my questions and concerns.”
In Business Since 2007
3024 Hurontario St Suite # 204, Mississauga, ON L5B 4M4
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Ensurity Canada Limited

Ensurity Canada Limited

(17)
  • Insurance
  • Registered Retirement Savings Plan
  • Knowledge
“It's been three years since we are connected, and his skills, his knowledge of Insurance & Financial Planning has been of a great help to me personally.”
5838 Tenth Line W, Mississauga, ON L5M 6S5
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Accureta Wealth Management

Accureta Wealth Management

(12)
Advisory Accounts, Investing FOR Business Owners, Cross Border Services
“Not only did he found us the best life insurance to suit our needs but also asked many questions to make sure to understand the needs and suggest the right product(s).”
In Business Since 2017
Sussex Centre, 90 Burnhamthorpe Rd W #1400, Mississauga, ON L5B 3C3
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MNA Financial Services

MNA Financial Services

(10)
Estate Planning, Bookkeeping and Accounting Services, Auto Leasing
“Its been two years i am associated with him and never hesitate to seek his candid and honest advice in all financial aspect which is not limited to Income Tax, Business Tax , RESP but home mortgage and will writing.”
In Business Since 2012
5805 Whittle Rd #3, Mississauga, ON L4Z 2J1
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Tax and Accounting Experts

Tax and Accounting Experts

(6)
Financial Statements, Payroll Services, HST Returns
“Hamid is very professional and trustworthy and I'll probably be filling my taxes (both personal and corporate) with him for as long as he's in business”
Free Initial Consultation
1550 Meyerside Dr #7, Mississauga, ON L5T 1V4
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The Cognizers

The Cognizers

(2)
Virtual Secretary Services, Business Incorporation and Filing, Business Solutions and Technology Consulting
“Always available to help”
In Business Since 2021
Remote Consultations Available
Transparent Fees & Pricing
3366 Fountain Park Ave, Mississauga, ON L5M
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Sharma Wealth Management / Manulife Wealth

Sharma Wealth Management / Manulife Wealth

(9)
Overview, Business Owners, Individuals
“Great customer service and advocates for transparent financial decisions/discussions.”
2560 Matheson Blvd E #324, Mississauga, ON L4W 4Y9
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NO Interest Investments

NO Interest Investments

(3)
Investment Planning, List of Services, Halal Financing
“Excellent and prompt service, I sent a last minute request to withdraw money on Dec 31, 21 at about 2 PM and it was processed by 3 PM including filling forms etc.”
Offers Financing Options
6120 Montevideo Rd #6, Mississauga, ON L5N 3W5
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Aman Sangha CFA - Financial Advisor

Aman Sangha CFA - Financial Advisor

(9)
  • Portfolio
“He took the time to understand our needs & expectations and also asked thought-provoking questions to uncover aspects that we had not given much thought to.”
6755 Mississauga Rd #425, Mississauga, ON L5N 7Y2
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Master Financial

Master Financial

(9)
  • Professional
“Everyone here is so professional and they genuinely cared my needs.”
1215 Meyerside Dr Unit 2B, Mississauga, ON L5T 1H3
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Retirement Planning and Investment Management Services in Mississauga, ON Cost Estimates

Minimum cost
$1249
Maximum cost
$10613
National Average
$3746
Avg Per Hour Rates
$375
$2497
$6867
Fair price range is based on 258 cost profiles
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Average Cost $3746
Minimum cost $1249
Maximum cost $10613
Avg Per Hour Rates $375

Fair range $2497 to $6867 is based on 258 cost profiles.

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Wealth Management Advisors near Mississauga

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