Newmarket, ON

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Newmarket, ON
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Best Financial Advisors in Newmarket, ON

Handpicked from 34 vetted & reviewed Financial Planning & Wealth Management firms in the Newmarket area, explore the top 5 leaders in their field among the selected group of 24 finalists.

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TK Dale Wealth

TK Dale Wealth

(8)
  • Knowledge
  • Investments
“Trevor is one of the best professionals myself and my spouse have ever met: apart from his high academic background, many years of certified knowledge and experience, his intelligent approach to every problem, his kindness and patience when explainin...”
Licensed
In Business Since 2021
71 Main St S, Newmarket, ON L3Y 3L5
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Green Group - IG Private Wealth Management

Green Group - IG Private Wealth Management

(48)
  • Questions
  • Tax
  • Strategies
“They have helped me with my finances for years and continue to help me and my family work through setting up our future financing for retirement, estate planning.”
In Business Since 2022
17310 Yonge St #10A, Newmarket, ON L3Y 7R9
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Falcon Lam

Falcon Lam

(13)
Financial Consultation, Money Freedom
“I participated in the money mask session with Marlene and learned a lot about my self, my unconscious views about money and how to manage my finances to reach my personal goals.”
In Business Since 2018
17075 Leslie St Unit 7, Newmarket, ON L3Y
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Accounting Solutions

Accounting Solutions

(2)
Audits, Instant Refunds, Corporate Income Tax
“Year after year they've been there with great service and fees.”
Remote Consultations Available
200 Davis Dr, Newmarket, ON L3Y 2N4
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Reynbridge

Reynbridge

(8)
“A short time ago, I had the opportunity to connect with Robert Reynolds, the president of Reynbridge, and cannot say enough great things about the experience.”
In Business Since 2019
465 Davis Dr Suite 309, Newmarket, ON L3Y 7T9
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
97.7 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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IPC Securities Corporation - Theresa Bartley

IPC Securities Corporation - Theresa Bartley

(2)
Private Wealth, Calculators
“They have built a solid plan for me and my family.”
In Business Since 2013
431 Timothy St, Newmarket, ON L3Y 1P7
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York Financial Group

York Financial Group

(1)
Tax Planning and Preparation., Individual Pension Plan For Business Clients., Investments (Gics, Mutual Funds, Annuities).
“Looking forward to greater financial planning in the future.”
18075 Leslie St #207, Newmarket, ON L3Y 8Z9
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Gillespie Adams & Associates

Gillespie Adams & Associates

(2)
For Individuals, For Businesses
“I have to say that in the past I've been discouraged by financial planners because at the end of the year they made more off of their fees than I did on my investments!”
17817 Leslie St, Newmarket, ON L3Y 8C6
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Loopstra Nixon

Loopstra Nixon

Real Estate Financing, Syndicated Lending, Construction Financing
“The planning and administration of wills, estates, and trusts is an increasingly complex area and a comprehensive estate plan is essential in order to ensure that assets and business interests are protected in the event of death or incapacity.The mem...”
Offers Financing Options
In Business Since 2001
390 Davis Dr #303, Newmarket, ON L3Y 7T8
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Wealth Maximization Group

Wealth Maximization Group

“Aligned Capital Partners Inc. ("ACPI") is a full-service investment dealer and a member of the Canadian Investor Protection Fund ("CIPF") and the Canadian Investment Regulatory Organization ("CIRO"). Investment services are provided through Wealth Ma...”
Free Initial Consultation
In Business Since 2000
1260 Journey's End Cir, Newmarket, ON L3Y 8Z7
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McKay Wealth Management - RBC Dominion Securities

McKay Wealth Management - RBC Dominion Securities

“Gary's ultimate goal is to provide peace of mind to our clients when it comes to overseeing, persevering and growing your hard earned wealth. Achieving these investment goals is an ongoing process. As your priorities change, he will help you to achie...”
Transparent Fees & Pricing
In Business Since 2000
17120 Leslie St 2nd Floor, Newmarket, ON L3Y 8K7
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Hayhoe Financial / iA Investia

Hayhoe Financial / iA Investia

“The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations – ones that meet both their ...”
Free Initial Consultation
In Business Since 2014
1091 Gorham St #203, Newmarket, ON L3Y 8X7
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CWP Financial Services

CWP Financial Services

(1)
“He is very qualified / knowledgeable, we trust his input, and we have developed a strong working relationship with his team.”
1271 Gorham St Suite #7, Newmarket, ON L3Y 8Y7
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Braestone Family Wealth

Braestone Family Wealth

“We are committed to guiding you through all of your life's transitions and challenges, creating a solid comprehensive wealth strategy to achieve your retirement goals and to look after your family for generations to come. We do this by helping you Se...”
In Business Since 2020
17345 Leslie St #100, Newmarket, ON L3Y 0A4
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Borden Bean Counters

Borden Bean Counters

“We work with you to grow your bottom line and see your business thrive. Since 1998, we have been dedicated to serving the needs of entrepreneurs, their small businesses and their families. You will never see us applying a one-size-fits- all solution....”
Transparent Fees & Pricing
In Business Since 2009
266 Alex Doner Dr, Newmarket, ON L3X 1H3
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Affinity Capital Management Inc.

Affinity Capital Management Inc.

(19)
Member Toolkit, Financial Tools & Calculators, Member Login Portals
“I met Anup at the Health and Wellness Expo, I was not planning to leave this event with a financial advisor but that was the most valuable thing I took away from it.”
55 Commerce Valley Dr W #502, Thornhill, ON L3T 7V9
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Carruthers Walker Financial

Carruthers Walker Financial

(9)
  • Team
“We consider ourselves fortunate to have had their support for all these years, and have no hesitation whatsoever in giving them our highest recommendation.”
15054 Yonge St, Aurora, ON L4G 1M4
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Objective Financial Partners

Objective Financial Partners

(50)
Executor/Probate/Estate Services, Tax Planning and Preparation, Paraplanning and Outsourced Planning
“What set Andrew apart, in addition to OFP's truly objective, client-centred approach, was how he truly LISTENED to us, reflected back what he heard, and then designed scenarios that matched to our goals, including some scenarios we proposed as well.”
CGA Certified
Transparent Fees & Pricing
In Business Since 2012
Remote Consultations Available
East Tower, 675 Cochrane Dr 6th floor, Markham, ON L3R 0B8
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Sharptax Consulting

Sharptax Consulting

(50)
Business Services, Financial Planning, Tax and Accounting
“I had several years of taxes that I needed to file including factors such as foreign income, new home purchase and having worked as an independent contractor.”
12 Northvale Rd, Markham, ON L6B 1G4
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Rethink CPA Professional Corporation

Rethink CPA Professional Corporation

(50)
Realtors & Prec, Real Estate Investors, Small Businesses
“For small business owners, this type of knowledge and advice is invaluable as it helps us navigate the ever-changing landscape of compliance and filing requirements.”
95 Mural St #600, Richmond Hill, ON L4B 3G2
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CFS Wealth Management

CFS Wealth Management

(50)
  • Company
  • Questions
  • Honest
“Mark is awesome helped me in a time of need to unlock my pension, he always got back to me and walked me through the process thank you Mark for everything!!!”
Serving Newmarket Area
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Brokerteam Insurance

Brokerteam Insurance

(46)
  • Policies
  • Patient
  • Call
“I recently had the pleasure of working with Frank Hsu at BrokerTeam Insurance Solutions Inc, and I must say, the experience was nothing short of outstanding.”
1550 16th Ave Building F, Unit 100, Richmond Hill, ON L4B 3K9
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Legacy Financial

Legacy Financial

(38)
  • Goals
  • Understanding
  • Sister
“What stands to me about Trevor than most Investment Advisor is he has a Biblical answer to becoming wise with the money God gave you to finance and become a faithful steward.”
Free Initial Consultation
PLANNER Certified
Serving Newmarket Area
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Harris & Partners

Harris & Partners

(31)
Debt Relief For Businesses, Debt Relief Services
“After he had covered all bases and i had no more questions, he then said he would give me a few days to mull over the solution he had proposed and in the meantime if i had questions he listed a number to call for further explanations if i so desired.”
Free Initial Consultation
In Business Since 2013
8920 Woodbine Ave #104, Markham, ON L3R 9W9
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Retirement Planning and Investment Management Services in Newmarket, ON Cost Estimates

Minimum cost
$1234
Maximum cost
$10483
National Average
$3700
Avg Per Hour Rates
$370
$2467
$6783
Average price range is based on 413 cost profiles
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Average Cost $3700
Minimum cost $1234
Maximum cost $10483
Avg Per Hour Rates $370

Average range $2467 to $6783 is based on 413 cost profiles.

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Wealth Management Advisors near Newmarket

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