Newmarket, ON

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Newmarket, ON
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Best Financial Advisors in Newmarket, ON

24 firms listed · 13 in Newmarket · 5 open weekends · 16 rated 4.5+ · 1 shows a licence

Data verified October 18, 2026

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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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With our personalized financial planning services, we can help you create a tailored strategy to secure your financial future. Whether you're planning for retirement, estate planning, or looking to invest wisely, our team is committed to guiding you every step of the way.

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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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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)
“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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Gillespie Adams & Associates

Gillespie Adams & Associates

(2)
“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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The 24 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

13 of the 24 firms we list are based in Newmarket; the other 11 serve Newmarket from towns including Markham (25 km), Richmond Hill (21 km) and Vaughan (24 km). 18 of the firms on this page have a rating, from 3.7 to 5.0 across 2,845 reviews; 10 have 50 or more reviews and 16 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (98%), responsiveness (80%) and quality (66%). The topics that come up most in reviews of the firms on this page are "knowledge", "efficient" and "patient". 5 are open on Saturdays and 1 on Sundays. 1 shows a licence on its website. Domain records put 12 websites of the firms on this page at ten or more years old; the oldest dates from 2000. 1 offers remote or virtual consultations; 1 offers payment plans; 6 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 20 publish a contact page; 20 list a public email and 4 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?

4 of the 24 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.

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Accounting Solutions

Accounting Solutions

(2)
“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

“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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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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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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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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Objective Financial Partners

Objective Financial Partners

(50)
  • Decisions
  • Analysis
  • Fund
“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.”
Transparent Fees & Pricing
Remote Consultations Available
In Business Since 2012
East Tower, 675 Cochrane Dr 6th floor, Markham, ON L3R 0B8
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Harris & Partners

Harris & Partners

(46)
  • Payment
  • Team
  • Reading
“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)
  • Company
  • Saving
  • Software
“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)
  • Team
  • Financial
  • Tax Planning
“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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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.”
Free Initial Consultation
In Business Since 2014
Serving Newmarket Area
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Brokerteam Insurance

Brokerteam Insurance

(46)
  • Patient
  • Policies
  • Pay
“Ben Cheung , 👍🏻👍🏻👍🏻 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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National Debt Relief - Canada Debt Relief Professionals

National Debt Relief - Canada Debt Relief Professionals

(48)
  • Sleep
  • Consumer
  • Single Mother
“She spent the time to explained everything to me and I was really excited and she work well with me and getting her all the supported documents and within two weeks I was approved to enroll in this program.”
9131 Keele St, Vaughan, ON L4K 0G7
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Andreoli Financial Services

Andreoli Financial Services

(29)
  • Saving
  • Communication
  • Team
“Working with Thomas was exceptional he was very thorough about the company and what they have to offer, and provided plenty of resources and breakdowns to make me understand the whole concept.”
Family Business
Free Initial Consultation
7725 Birchmount Rd, Markham, ON L3R 9X3
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Safri Financial

Safri Financial

(47)
  • Solutions
  • Understand
  • Interest
“I would be more then happy to seek his services for my future investments as well, for he is an expert in the field of money investments With best wishes .”
In Business Since 2009
236 Drinkwater Road, Brampton, ON, L6Y 5W5
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HomeWealth Management AdvisorsOntarioNewmarket, ON

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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