Bellwether Family Wealth
“They are very knowledgeable various situations that pop up in life and great at investing.”
Best Financial Advisors in North York, ON
24 firms listed · 19 in North York · 4 open weekends · 22 rated 4.5+
Data verified October 21, 2026
The Campanella Group
“Taxes Were Done On Time Extremely Thorough And Easy To Communicate Highly Recommend!!”
Amlb Cpas and Consulting
“Lastly, Ally provides REAL insights into my business financials and makes pertinent recommendations about running a leaner and more profitable business.”
Aaron Wealth Management
“David is clearly an expert and demonstrates a authentic interest in understanding his customers and their needs”
Debtcare Canada
“Thank you Zula and Michael for helping me get back on the right track.”
Denikings Insurance & Investment Broker
“Mr,DEVANGKUMAR SHAH is very professional person and I am happy to do get help from him.”
The 24 firms listed for North York, 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: North York, ON
19 of the 24 firms we list are based in North York; the other 5 serve North York from Oakville, Richmond Hill and Toronto. 23 of the firms on this page have a rating, from 4.3 to 5.0 across 237 reviews; 1 has 50 or more reviews and 22 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (72%) and quality (51%). The topics that come up most in reviews of the firms on this page are "knowledge" and "patient". 4 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are consulting (2), estate planning (2), financial planning (2), insurance (2) and investments (2). 14 have ten or more years of experience, the longest 28 years. 1 offers payment plans and 2 offer a free initial consultation. We have a website on file for 22 of the firms on this page; 20 publish a contact page; 16 list a public email and 1 takes bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for North York offer a free first meeting?
2 of the 24 firms listed here offer a free introductory meeting. Expect a conversation about your situation, the firm's approach and its compensation, rather than recommendations. Bring your statements anyway, since it makes the discussion concrete.
Money Coach JM
“He was also flexible in accommodating my schedule and answering my questions even when we went over the alotted meeting time.”
Walsh & Company Professional Corporation
“Always coming through and always finding the best financial advice and solutions for all clients.”
Wise Advisory Group
“They worked with us to figure out our vision and goals and as a result my husband felt confident enough to retire and we were able to take our family on a dream trip to Africa.”
Life Insurance and Investment - Independent Advisor
“Thinks macro-level for his clients, and develops custom strategies to support their needs - both today and in the future.”
Yourlife Financial
“His help in transitioning funds from other financial institutions, particularly where their client service interface and administrative practices are less than optimum”
Hamilton Etfs
“Hamilton efts are a solid company with great etf selection I own quite of few of there products great company and a great bunch of smarts guys keep up the great work I highly recommend them great selection.......”
Bullwealth
“BULLWEALTH offers the attention and care unique to an investment boutique, while boasting deep expertise often reserved for larger institutional investors.”
Brian Shumak Financial Services - - Financial Advisor
Leonard J. Szymanski, Cpa, Professional Corporation
Helkie Financial & Insurance Services
RCA Financial Services
“Definitely the most Professional company I've dealt with for the longest time.”
Millennial Financial Group
Providential Financial Svc Crp
“Kevin and Stephanie, have been great and helpful.”
Banwell Financial
“Superb services and run by great people you can trust.”
Canso Investment Counsel
Interplan Accounting
“Good place and fast service nice people”
Whitegold Financial
“Thank you, it's been great doing business with in the past 20yrs.”
Zeppieri & Company Professional Corporation
Why these companies made our list
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