Best Financial Advisors in North York, ON

Handpicked from 46 vetted & reviewed Financial Planning & Wealth Management firms in the North York area, discover the top 5 leading options among the selected group of 24 finalists.

Yanchen Lucia Fu-Cpa, Professional Corporation

Yanchen Lucia Fu-Cpa, Professional Corporation

(1)
“Really Impressed by high quality services and reasonable rates Positive Responsiveness, Quality, Professionalism, Value”
Transparent Fees & Pricing
Offers Financing Options
255 Duncan Mill Rd Suite 512, North York, ON M3B 3H9
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Amlb Cpas and Consulting

Amlb Cpas and Consulting

(26)
Doctors & Dentists, Payroll, Not-For-Profit Organizations
“Not only has he provided superb services, but Ally has also volunteered as a speaker and key contact for our program aimed at supporting entrepreneurs and is always willing to collaborate and provide additional value.”
Remote Consultations Available
18 Wynford Dr #508, North York, ON M3C 3S2
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Sawaya CPA - Tax & Accounting Services

Sawaya CPA - Tax & Accounting Services

(50)
  • Corporate
  • Financial
  • Knowledge
“He not only helped me establish my dentistry professional corporation but also handled my personal taxes with exceptional knowledge and attention to detail.”
Free Initial Consultation
4141 Yonge St #302, North York, ON M2P 2A8
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Tembo Financial

Tembo Financial

(50)
Bridge Financing, Debt Consolidation Loans Ontario, Equity Advances
“On two occasions after the sale of our home they helped us receive the financing we needed to push forward in relocating from Ontario to Prince Edward Island.”
In Business Since 2014
Offers Financing Options
265 Rimrock Rd Suite 202, North York, ON M3J 3C6
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Pinnacle Accounting AND TAX Consultants

Pinnacle Accounting AND TAX Consultants

(49)
  • File
  • Tax Accountant
  • Patient
“I was looking for an consultant who would not just help me file taxes but would also help me understand other ways I can grow my company and Vatsal fits the bill perfectly.”
In Business Since 2023
18 Kenaston Gardens, North York, ON M2K 3C7
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (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
Bellwether Family Wealth

Bellwether Family Wealth

(42)
  • Quality
  • Goals
  • Plan
“Not only have I had a wholesome/trusting experience with Richard Heinrich and the team, I have seen results which I would deem, beyond impressive and almost surprising with how things are in the world currently.”
170 The Donway W Suite 205, North York, ON M3C 2G3
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The Campanella Group

The Campanella Group

(41)
  • Retirement
  • Estate Planning
  • Financial Planning
“Campanella for anyone who needs an honest, responsive and responsible accountant and understands that saving on accountant's bill, is not a smart saving!”
In Business Since 2017
1670 North Service Rd E #101, Oakville, ON L6H 7G3
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High & Wide Financial Group

High & Wide Financial Group

(24)
Accounting & Tax Packages, Tax Service, Business Owners
“Especially Jeff has been real helpful in filing taxes and quite knowledgeable”
In Business Since 2013
Free Initial Consultation
25 Sheppard Ave W #300, North York, ON M2N 6S6
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Canadian Debt Advisors

Canadian Debt Advisors

(24)
Credit Card Debt Relief Calgary, Blog, Credit Card Debt Relief Toronto
“She helped us a great deal by explaining the correct way to act to achieve the best results, handled documents and negotiations with the banks and trustee.”
In Business Since 2013
Free Initial Consultation
1000 Finch Ave W #508, North York, ON M3J 2V5
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Credence Credit Debt Solutions

Credence Credit Debt Solutions

(16)
  • Company
  • Heart
  • Debts
“Loss of my previous job had created more stress for me than I anticipated and with the help of CC team I was able to regain the positive outlook again.”
Free Initial Consultation
In Business Since 2016
Transparent Fees & Pricing
25 Sheppard Ave W #300, North York, ON M2N 6S8
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Aridan Accounting and Tax Services

Aridan Accounting and Tax Services

(11)
For Businesses, Back, For Individuals
“Elena is amazing to work with because her knowledge, experience and expertise lends to her ability to propose directional options when needed and correspondence with RevCan when needed with professionalism at all times.”
In Business Since 2011
Free Initial Consultation
312 Dolomite Dr, North York, ON M3J 2N2
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Aaron Wealth Management

Aaron Wealth Management

(19)
  • Patient
  • Understanding
  • Retirement
“He did not try any pressure tactics to get me to switch to using his services but was honest in his assessment and helped me understand so many financial things that I didn't know.”
In Business Since 2019
3625 Dufferin St #340, North York, ON M3K 1Z2
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Saiful & Hafizur Professional Corporation

Saiful & Hafizur Professional Corporation

(26)
  • Price
  • Tax Return
  • Future
“Additionally he took the time to make sure I fully understood all the tax implications for my earnings and walked me through tips to help lower my tax burden in the future.”
Serving North York Area
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Bryce & Brown Accounting Services

Bryce & Brown Accounting Services

(14)
“Greatest tax advice and service in Toronto!”
1542 Jane St, North York, ON M9N 2R5
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Debtcare Canada

Debtcare Canada

(10)
Tagalog, Français       Español, Chinese        Korean
“Nice people, Michael is very helpful and Zula is a nice considerate person also, they helped me in solving the problem even during the ongoing on-off situation and without any personal meeting either, only through emails and few phone calls, so also ...”
In Business Since 2010
62 Bannatyne Dr, North York, ON M2L 2P1
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Denikings Insurance & Investment Broker

Denikings Insurance & Investment Broker

(9)
Mortgage, Insurance, Estate Planning
“Very Professional service provider”
In Business Since 2016
34 Macleod St, North York, ON M6L 2M6
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Money Coach JM

Money Coach JM

(12)
  • Patient
  • Confident
  • Retirement
“He helped us clarify our financial goals and worked with us to develop a financial plan that gave us confidence that we are going to be financially okay.”
In Business Since 2018
150 Duncan Mill Rd Unit 2, North York, ON M3B 3M4
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Walsh & Company Professional Corporation

Walsh & Company Professional Corporation

(2)
Consulting, Personal Financial Planning, Tax Planning
“For years now, and they have been our biggest asset in tax planning, corporate taxes and financial forecasting.”
In Business Since 2000
Free Initial Consultation
105 Gordon Baker Rd, North York, ON M2H 3P8
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Albert Gelman

Albert Gelman

(5)
Litigation Guardian, Receivership For Secured Creditors, Substitute Trustee Of Deceased Estate and Family Trust
“With school tuition's out of date, credit card interests soaring up to drown us, we were long from seeing the light at the end of the tunnel; I felt on the brim of bankruptcy for the first time in my life.”
In Business Since 2010
45 Sheppard Ave E #900, North York, ON M2N 5W9
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Wise Advisory Group

Wise Advisory Group

(17)
  • Planning
  • Retirement
  • Investment
“His professionalism and clear explanations of investment recommendations have yielded positive results over the several years I have put my trust in John and his team.”
In Business Since 2006
1315 North Service Rd E #203, Oakville, ON L6H 1A7
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Life Insurance and Investment - Independent Advisor

Life Insurance and Investment - Independent Advisor

(3)
Calculators, Insurance Quote
“His strength comes from understanding his clients need very well and building custom solutions .”
In Business Since 2014
1155 North Service Rd W Unit 11, Oakville, ON L6M
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Yourlife Financial

Yourlife Financial

(2)
“I am endorsing Colin Marcus, not just for his financial skills but his attention and caring for his clients to give them piece of mind when they need help most, at end of life or just passing the batton to the next family members in line”
Free Initial Consultation
150 Consumers Rd Suite 308, North York, ON M2J 1P9
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Morrison Financial

Morrison Financial

(1)
“Best Private Lender”
Offers Financing Options
In Business Since 2005
Licensed
8 Sampson Mews, North York, ON M3C 0H5
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Inclusive Law Port Perry

Inclusive Law Port Perry

(5)
“Something that lawyers often fall short on as they can be terrific at protecting people legally but it can come at the cost of the relationships involved (be it personal or business).”
Serving North York Area
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Retirement Planning and Investment Management Services in North York, ON Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on 413 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Typical range $2000 to $5500 is based on 413 cost profiles.

Why these companies made our list

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