Green Conway and Associates - IG Private Wealth Management
“We have always had a great experience dealing with Chris Green and his team.”
Best Financial Advisors in Newmarket, ON
15 firms listed · 7 in Newmarket · 2 open weekends · 11 rated 4.5+ · 1 shows a licence
Data verified October 18, 2026
TK Dale Wealth
“Is a round professional, his expertise in managing investments along the years of collaboration brought us excellent, quasi-steady source of income.”
Gillespie Adams & Associates
“Karin is amazing & everyone who I have dealt with via phone call & handoffs are very kind!”
McKay Wealth Management Within RBC Dominion Securities
Hayhoe Financial / iA Investia
Wealth Maximization Group
The 15 firms listed for Newmarket, 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: Newmarket, ON
7 of the 15 firms we list are based in Newmarket; the other 8 serve Newmarket from towns including Richmond Hill (21 km), Aurora (6 km) and Vaughan (24 km). 11 of the firms on this page have a rating, from 4.9 to 5.0 across 483 reviews; 3 have 50 or more reviews. 2 are open on weekends. 1 shows a licence on its website. Domain records put 9 websites of the firms on this page at ten or more years old; the oldest dates from 2000. 1 offers payment plans; 4 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 15 of the firms on this page; 12 publish a contact page; 14 list a public email and 2 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Newmarket take financial planning bookings online?
2 of the 15 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.
Braestone Family Wealth
AMR Services
“She has helped my family by guiding us through the process of tax planning and has always been quick and helpful.”
Vertical CPA / Taxhelp.ca
“He also did an excellent job at the end of fully explaining the assessment in a way that was very easy to understand.”
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Flip My Life
“I've been with Sarah and her team for over 3 years, she's amazing, knowledgeable and very understanding.”
Pinnacle Reliance Financial Planning
“He gave us the best plan that fit us and all our concerns have been answered without asking.”
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Elite Private Wealth
“I am so grateful that you are our advisor and would definitely recommend you to all family and friends!”
Wyse Financial Solutions
“She has not only assisted me greatly in financial matters related to insurance and investments, but also in how to effectively manage my personal finances”
Johnson Financial Group
“Rod was extremely knowledgeable and thorough in explaining the features and benefits to best cover my family.”
Scarrow Yurman & CO. CPA Professional Corporation
“For 30 years Scarrow Yurman & Co has provided effective, responsive and timely advice and guidance on tax, accounting and software matters as my retail business grew from 3 stores to 15 stores.”
Why these companies made our list
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