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.

TK Dale Wealth

TK Dale Wealth

(7)
  • Investment
“Being a new comer to Canada i needed someone to show me the correct way to invest my money and he is the guy !”
Licensed
In Business Since 2021
Shared with SE Telecom, 17075 Leslie St #7, Newmarket, ON L3Y 8E1
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IPC Securities Corporation - Theresa Bartley

IPC Securities Corporation - Theresa Bartley

(2)
Private Wealth
“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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Reynbridge

Reynbridge

(4)
“These folks have great programs for business (SBL) loans and they went out of their way to help me.”
In Business Since 2019
465 Davis Dr Suite 309, Newmarket, ON L3Y 7T9
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Gillespie Adams & Associates

Gillespie Adams & Associates

(1)
For Individuals, For Businesses
“Reliable, trustworthy and excellent service.”
In Business Since 2004
17817 Leslie St, Newmarket, ON L3Y 8C6
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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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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
95 (100)
Minimum Reputation Rank
99.6 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
Accounting Solutions

Accounting Solutions

Personal Tax Preperation, Audit Assistance, Bookeeping
“Our mission is to provide clients with flexible, affordable and dependable bookkeeping and tax services year after year. Accounting Solutions Inc. helps take the worry out of bookkeeping so our clients have more time to focus on their business and le...”
In Business Since 2016
200 Davis Dr, Newmarket, ON L3Y 2N4
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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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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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Wealth Maximization Group

Wealth Maximization Group

“Regardless of the services we provide, we start by understanding your current situation and your goals of what you are trying to achieve. Then we research possibilities, explain the options and set a plan of action to help you reach those goals. You ...”
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 Suite 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.

(16)
Dispute/Divorce Mediation, Financial & Debt Assistance, Real Estate Law
“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.”
In Business Since 2015
45B West Wilmot St suite 208b, Richmond Hill, ON L4B 2P3
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Carruthers Financial & Associates

Carruthers Financial & Associates

(7)
“We consider ourselves fortunate to have had their support for all these years, and have no hesitation whatsoever in giving them our highest recommendation.”
In Business Since 2004
15054 Yonge St, Aurora, ON L4G 1M4
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Objective Financial Partners

Objective Financial Partners

(30)
Tax Planning and Preparation, Canadian Expats, Employee Financial Planning
“As someone that likes to dig into the details on these things - I have always been impressed by the depth and analysis underpinning the advice I have received - there is nothing generic about the advice or answers I have gotten.”
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

(30)
Business Services, Financial Planning, Tax and Accounting
“We are well taken care of, and the service is on time, given with full accountability and respect to our wishes and we would recommend everyone to use them.”
In Business Since 2017
12 Northvale Rd, Markham, ON L6B 1G4
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Rethink CPA Professional Corporation

Rethink CPA Professional Corporation

(30)
Realtors & Prec, Real Estate Investors, Small Businesses
“Joe and the team at Rethink CPA have gone above and beyond when it comes to helping explain different options and opportunities for the more unique scenarios I've encountered.”
In Business Since 2020
95 Mural St Suite 600, Richmond Hill, ON L4B 3G2
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Harris & Partners

Harris & Partners

(22)
Debt Consolidation, File A Proposal, File Bankruptcy
“Unbelievable, All my debt are gone now and I feel like I'm free, thanks Osman Ali for all you did for me, at the first time it's even hard to believe that was real, but it's real and easy.”
Free Initial Consultation
In Business Since 2013
8920 Woodbine Ave #104, Markham, ON L3R 9W9
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Andreoli Financial Services

Andreoli Financial Services

(18)
“Timely, professional, and if there are questions, they will spend the required time making sure you are well informed.”
Free Initial Consultation
Family Business
In Business Since 2004
7725 Birchmount Rd, Markham, ON L3R 9X3
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CFS Wealth Management

CFS Wealth Management

(30)
  • Team
  • Life Insurance
  • Stress
“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!!!”
In Business Since 2013
Serving Newmarket Area
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Invesmar Financial Planning

Invesmar Financial Planning

(23)
  • Team
  • Patient
  • Needs
“You can take comfort that you're in good hands when you have a well-attuned and highly knowledgeable team catering to your needs with much attention and care.”
In Business Since 2000
15 Wertheim Ct, Richmond Hill, ON L4B 3H7
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Dethomas Wealth Management

Dethomas Wealth Management

(15)
Portfolio Management, Portfolio Review, Planning & Insurance
“All the advisors I've dealt with have provided guidance and advice for investments and planning, and they maintained a high level of professionalism and confidentiality.”
Family Business
In Business Since 2016
9033 Leslie St Unit 1, Richmond Hill, ON L4B 4K3
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Armen Martirosyan

Armen Martirosyan

(20)
  • Insurance
  • Questions
  • Patient
“I would definitely recommend him to my family and friends and anyone that needs more insight and all the different types of insurance, he will help you find what's best for you.”
In Business Since 2011
610-625 Cochrane Dr, Markham, ON L3R 9R9
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Safri Financial

Safri Financial

(30)
  • Solutions
  • Financial Advisor
  • Individual
“When I met him first for some advise on financial matters/investments, first he conducted a stress test on me rather than concentrating on investment, which I believe was a very good step of a financial advisor.”
In Business Since 2009
236 Drinkwater Road, Brampton, ON, L6Y 5W5
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Brokerteam Insurance Solutions

Brokerteam Insurance Solutions

(21)
  • Efficient
  • Sales
  • Check
“Karen has been a pleasure to work with, she's been very responsive in answering all of my questions when I was looking for getting insurance for my condo and later for my house.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2005
F, 1550 16th Ave #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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