Awealth
“This year Andrei also helped me with securing a mortgage for my real estate investment.”
Best Financial Advisors in Mississauga, ON
24 firms listed · all 24 in Mississauga · 6 open weekends · 22 rated 4.5+
Data verified October 21, 2026
Longevity Achieved
“My husband had a hard time with obtaining documents from his family doctor, understanding and disputing decisions of an insurance application, and Sergio has been really helpful, responsive and has been actively trying to help us through the whole situation.”
Ferguson Financial Planning | CI Assante Wealth Management
“She was very knowledgeable and was able to provide me with some very good advice.”
Wealth & Estate Financial Canada
“Seema is a repository of knowledge and a true exemplar of walking the walk and talking the talk when it comes to financial advise.”
Prudent Asset Management
“I have used their services for more than 15 years and never once thought of looking elsewhere.”
ACN Financial Group
“He answered any questions I had and there were no grey areas, everything was straight forward.”
The 24 firms listed for Mississauga, ON offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.
Area overview: Mississauga, ON
All 24 firms we list here are in Mississauga itself. We have 64 firms in Mississauga on file; this page shows the highest-rated 24. The firms on this page are rated from 4.2 to 5.0 across 433 reviews; 2 have 50 or more reviews and 22 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (68%) and quality (55%). The topics that come up most in reviews of the firms on this page are "knowledge" and "patient". 6 are open on Saturdays and 3 on Sundays. The services the firms on this page list most often on their websites are estate planning (3), insurance (3) and financial planning (2). 1 lists staff certifications (CFP). 7 have ten or more years of experience, the longest 23 years. 1 offers payment plans; 2 offer a free initial consultation; 2 are family- or locally-owned and 1 lists coupons or special offers. We have a website on file for all 24 of the firms on this page; 18 publish a contact page; 22 list a public email and 4 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Mississauga offer a free first meeting?
2 of the 24 firms listed here offer a free introductory meeting. Expect a conversation about your situation, the firm's approach and its compensation, rather than recommendations. Bring your statements anyway, since it makes the discussion concrete.
Barakat Accounting Services
“The staff at Barakat accounting is excellent, they are always available for all our needs and respond to all our questions in a timely manner.”
Ensurity Canada Limited
“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.”
Accureta Wealth Management
“Naveen is professional, knowledgable, and friendly, and always responds in a timely manner.”
MNA Financial Services
“Nadeem Aslam is very informative and explains each step which needs your attention.”
Sharma Wealth Management / Manulife Wealth
“Very knowledgeable , giving us the most suitable option for all our financial needs”
NO Interest Investments
“Great services and financial advice that has helped our family with planning our future.”
Aman Sangha CFA - Financial Advisor
“Been our financial advise for over 15 years very knowledgeable, strategic and thoroughly professional.”
IG Private Wealth Management - Spence Lockie Group
“Throughout the ups and downs of the markets, I have always had great confidence and trust in this IG Private Wealth Management team and the results thus far have proven that my trust has been well placed.”
Mosak Financial Services
“It was great experience with mosak financial”
Plan Your Future
“I appreciate his advice and willingness to pursue new ideas which he has thoughtfully considered in detail.”
Vikram Dhawan
“Vikram is a very knowledgeable and understanding finance advisor - he takes time to analyze what the customer wants and cater to the needs customising the products assuring peace of mind that you and your family are covered.”
Tmfd Financial Mississauga
“Recently I purchased a building for my practice and their knowledge and efficiency is what made it possible for me to get financing while aiding me in every step of the process.”
GMS Professional Corporation
Veritas Accounting
“Really satisfied with the bookkeeping service they provide.”
Wealthcare Professionals - iA Private Wealth
“Saeed is an excellent financial advisor who not only considers the most evidence-based data when making investments for your money but also takes into consideration your personality and the emotions that drive your decisions making and helps you address these.”
Nicholas Yuzwin - NPY Wealth Management
WWH Financial Group
“The team continually supports us as our financial needs change and develop.”
Sterling Mutuals
“Would recommend highly to any new investors.”
Why these companies made our list
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