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.

Fox-Revett & Associates

Fox-Revett & Associates

(14)
  • Mind
  • Market
  • Plan
“We have regular meetings with him, in his office or our home - even going so far as to have online meetings when we lived in England for five years - he's always available to talk to us!”
In Business Since 2015
17310 Yonge St Suite 10A, Newmarket, ON L3Y 7R9
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Green Group - IG Private Wealth Management

Green Group - IG Private Wealth Management

(50)
  • Advisor
  • Understanding
  • Response Time
“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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TK Dale Wealth

TK Dale Wealth

(14)
  • Services
  • Mind
  • Markets
“I've seen my investments grow over the year we have been working together, not to mention he's a great guy and very personable as well as being incredibly knowledgable and passionate about what he does.”
Licensed
In Business Since 2021
71 Main St S, Newmarket, ON L3Y 3L5
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Reynbridge

Reynbridge

(7)
  • Loan
“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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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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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
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!”
In Business Since 2004
17817 Leslie St, Newmarket, ON L3Y 8C6
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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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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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McKay Wealth Management - RBC Dominion Securities

McKay Wealth Management - RBC Dominion Securities

“Despite signs of a slowing economy, corporate bond issuance kicked off the month at a record pace. We look at how the market has absorbed the new debt and what factors are likely to drive bond performance ahead.”
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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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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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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Flip My Life

Flip My Life

(26)
Investments, Business Financial Planning, Divorce Financial Planning
“Being new to Canada she took the time to explain my different options in starting a saving plan for my daughter's education and the best way forward.”
In Business Since 2018
95 Mural St 6th Floor, Richmond Hill, ON L4B 3G2
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Pinnacle Reliance Financial Planning

Pinnacle Reliance Financial Planning

(23)
  • Insurance
  • Questions
  • Family
“His dedication to clients, business excellence and education sets him apart and I would highly recommend him to anyone wanting to achieve better financial outcomes.”
In Business Since 2018
376 Lady Valentina Ave, Vaughan, ON L6A 4T9
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Affinity Capital Management Inc.

Affinity Capital Management Inc.

(19)
Member Resources, Insightful Readings, Financial Tools & Calculators
“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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Objective Financial Partners

Objective Financial Partners

(50)
Self-Directed Planning, Executor/Probate/Estate Services, Financial Consulting
“Nancy gave me so much information of all the variables you have to think about when making financial goals and the reports we went over have really given me an empowerment of knowing what my money is doing and how best to make it work for me.”
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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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.”
In Business Since 2020
95 Mural St #600, Richmond Hill, ON L4B 3G2
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Harris & Partners

Harris & Partners

(46)
Debt Relief For Businesses, Debt Relief Services
“If you find yourself in a similar situation, struggling with debt and feeling overwhelmed, I would wholeheartedly recommend reaching out to them for assistance.”
Free Initial Consultation
In Business Since 2013
8920 Woodbine Ave #104, Markham, ON L3R 9W9
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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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Ai Financial

Ai Financial

(48)
“The company's investment is very professional, the internship environment is particularly good, and colleagues in the company get along very harmoniously.”
Free Initial Consultation
350 Hwy 7 #310, Richmond Hill, ON L4B 3N2
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CFS Wealth Management

CFS Wealth Management

(50)
  • Job
  • Family
  • Honest
“I went to my bank where my LIF (Life investment Fund)is deposited my ONLY hope to pay my assessment, but they refused my request NOT until my condo will be foreclosed.”
Serving Newmarket Area
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Legacy Financial

Legacy Financial

(44)
  • Knowledge
  • Goals
  • Resources
“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.”
PLANNER Certified
Free Initial Consultation
In Business Since 2014
Serving Newmarket Area
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Brokerteam Insurance

Brokerteam Insurance

(46)
  • Patient
  • Policies
  • Pay
“Ben Cheung , πŸ‘πŸ»πŸ‘πŸ»πŸ‘πŸ» After contacting this insurance practitioner, he explained the contents of car and house insurance very professionally.”
1550 16th Ave Building F, Unit 100, Richmond Hill, ON L4B 3K9
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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.

Why these companies made our list

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