Oakville, ON

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Oakville, ON
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Best Financial Advisors in Oakville, ON

Handpicked from 55 vetted & reviewed Financial Planning & Wealth Management firms in the Oakville area, discover the top 5 leading options among the selected group of 24 finalists.

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Imperial Lifestyle Management

Imperial Lifestyle Management

(6)
“My husband and I have been working with the Imperial Lifestyle Management team for a few years now and since the first day we started with them, we have not trusted anyone else.”
2939 Portland Dr unit 100, Oakville, ON L6H 5S4
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Financial advisers are there to help you every step of the way to make your life easier in the long run. An adviser recognizes that organizing your financial assets is important to ensure you are financially on the right path. Additionally, they educate you in areas that don't often fall under your expertise to tailor to your financial circumstance. To read more on how financial advisers can help you along the way, hop onto our blog!

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@private Wealth Management

@private Wealth Management

(22)
  • Family
  • Relationship
  • Expertise
“From the very first meeting he has demonstrated a deep understanding of the financial landscape and took the time to understand my individual needs and goals.”
In Business Since 2024
2360 Bristol Cir Suite 100, Oakville, ON L6H 6M5
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The Campanella Group

The Campanella Group

(41)
  • Financial Planning
  • Industry
  • Question
“Fabio's ability to integrate tax-saving strategies into our investment plan has not only optimized our returns but also provided peace of mind that our investments are in expert hands”
In Business Since 2017
1670 North Service Rd E #101, Oakville, ON L6H 7G3
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Mybookly

Mybookly

(27)
  • Knowledge
  • Team
  • Tax Return
“Excellent help by danny - super fast, efficient, secure, got me my refund quickly (even though i was quite late to the game) and gave tips for next year!!!”
In Business Since 2020
Free Initial Consultation
71 Speers Rd Unit 20, Oakville, ON L6K 0J2
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Scan Global Holdings

Scan Global Holdings

(16)
  • Accounting
  • Taxes
  • Team
“I would 1000% recommend Scan Consulting Group to any organization that is committed to offering the best in compliance and core business development for; themselves, their workforce and clientele.”
3485 Rebecca St Unit 208, Oakville, ON L6L 0H4
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
95 (100)
Minimum Reputation Rank
97.8 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
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Stallion Enterprises International Corporation

Stallion Enterprises International Corporation

(7)
Financing, Performance Improvement and Turnaround
“Rather than lecturing and assigning tasks, Andrew works through each GMAT problem with his clients and teaches them to think critically under time constraints.”
In Business Since 2019
Offers Financing Options
227 Mary St, Oakville, ON L6K 1S5
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Watson Investments

Watson Investments

(7)
Governance, Why Watson, 5 Step Process
“My Financial Advisor, David Granik, is very knowledgeable, supports my needs and explains all options clearly.”
In Business Since 2003
220 Randall St, Oakville, ON L6J 1P7
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Greentree Wealth Management

Greentree Wealth Management

(5)
“Over the many years with them, I have consistently received personalized service, quick answers to all my questions and help with planning for my future.”
Family Business
1300 Cornwall Rd #201, Oakville, ON L6J 7W5
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Nour Private Wealth - Arandeep Biryah

Nour Private Wealth - Arandeep Biryah

(8)
  • Strategies
  • Investment
  • Concepts
“His professional guidance has been invaluable to me, not just in terms of managing my wealth, but also because he helps me understand how different strategies might apply to my financial circumstances.”
2845 Bristol Cir, Oakville, ON L6H 6X5
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Wise Advisory Group

Wise Advisory Group

(17)
  • Investment
  • Goals
  • Family
“John, Julian, Andrea and the Team at Wise Advisory Group have worked in tandem with us on a number of projects involving business owners and the challenges and opportunities they encounter.”
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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Cornwall Wealth Management

Cornwall Wealth Management

(1)
Estate Planning, Travel Insurance, Education Savings
“Breard Marketing was contracted to photograph Cornwall Wealth Management for their Google Business View 360 virtual tour.”
In Business Since 2011
1540 Cornwall Rd Unit 101, Oakville, ON L6J 7W5
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Glista and Associates

Glista and Associates

Estate Planning, Travel Insurance, Education Savings
“At Cornwall Wealth Management, we attribute a great deal of our success to our principles and personal, long-term approach to investing and financial management. Located in Oakville Ontario, Cornwall Wealth Management has a very personal feel that's ...”
1540 Cornwall Rd Unit 101, Oakville, ON L6J 7W5
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Evamax

Evamax

““I realized that although we have been making SR&ED claims for the last 8 years but have been leaving lot of cash on the table. Because when EVAMAX got involved, our approved benefits shot up by 65%. The expertise of their Engineer in our industry ma...”
In Business Since 2003
Offers Financing Options
233 Speers Rd #14, Oakville, ON L6K 0J5
FAQs
Would applying for other Innovation grants disqualify me from getting SR&ED tax credit?
No. As a matter of fact, more than 85% of our clients are claiming 1 or more innovation & other grants, beside SR&ED. Check out the list of other Innovation grants here .
Is SR&ED tax refund the only benefit we can get as a Software company?
No. There are several other grants specifically available for software companies, including IRAP , Hiring, Training, Exports, etc. Check out the complete list of grants available for Software companies, here .
What is the going rate for a SR&ED consultant?
We wish there was an easier answer! It very well depends on the size of the benefits. Your decision should be based on not only competitive rates, but also technical competence of consulting firm, to get you maximum benefits. Contact Funding Expert today to discuss our competitive rates.
How does your company deal with SR&ED audit?
We understand that SR&ED audit may be overwhelming and a distraction from your business focus. No two audit scenarios are same. Refer to this link or contact us .
More answers can be found on the FAQ page of our website.
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Reach Wealth Solutions

Reach Wealth Solutions

(3)
“I brought health insurance from Shelly”
In Business Since 2016
3065 George Savage Ave, Oakville, ON L6M 4M2
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Life & Legacy Advisory Group

Life & Legacy Advisory Group

(1)
“Thanks for all that you've done for me, family and business.”
2390 Bristol Cir, Oakville, ON L6H 6M5
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Charanduk Financial Services - Daryl Charanduk

Charanduk Financial Services - Daryl Charanduk

(1)
“Easy to work with, I am very happy.”
In Business Since 2000
2401 Bristol Cir suite C203, Oakville, ON L6H 6P1
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3 Keys Wealth, Raymond James

3 Keys Wealth, Raymond James

(1)
“They have your best interests in mind.”
In Business Since 2021
Towne Square, 210 Lakeshore Rd E Unit 8, Oakville, ON L6J 1H8
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Lakeshore Securities

Lakeshore Securities

“Lakeshore Securities is among a select group of approximately 200 investment firms that qualify for membership with the Investment Industry Regulatory Organization of Canada (IIROC). We belong to the same 'club' as bank-owned dealers and play by the ...”
277 Lakeshore Rd E, Oakville, ON L6J 1H9
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Tridelta Financial

Tridelta Financial

(2)
“I like the full financial planning and pension style investment approach, which includes Alternative Investments.”
Free Initial Consultation
146 Lakeshore Rd E #200, Oakville, ON L6J 1H4
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IPC Investment Corporation - Cesar Lauper

IPC Investment Corporation - Cesar Lauper

(1)
Charitable Giving, Estate Planning, Retirement Income
“I trust him and he has done an excellent job in preparing my finances for the well funded retirement I am currently enjoying.”
In Business Since 2009
297 Lakeshore Rd E #2, Oakville, ON L6J 1J3
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GP Wealth Management

GP Wealth Management

“The Ontario government's 2024 budget, tabled on March 26, 2024, proposes investments in the workforce and essential public services, with a focus on not increasing taxes or fees.”
Family Business
In Business Since 2007
Transparent Fees & Pricing
1158 Winston Churchill Blvd Suite 200, Oakville, ON L6J 0A3
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Shayan Hamdani, Financial Advisor, Manulife Securities

Shayan Hamdani, Financial Advisor, Manulife Securities

Estate Planning, Investments, Tax Planning
“Guided Wealth Management is a Trade Name used for dealer business only. Investment dealer dealing representatives ("Investment advisors") registered with Manulife Wealth Inc. offer stocks, bonds, and mutual funds. Mutual fund dealing representatives ...”
In Business Since 2018
2360 Bristol Cir Suite 100, Oakville, ON L6H 6M5
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Financial Advisor Oakville - Mathieu Bournival

Financial Advisor Oakville - Mathieu Bournival

(4)
“His vision and his way to speak to (not at) me at my level and not make me feel silly for not knowing financial stuff really set himself apart from everyone else.”
1267 Cornwall Rd #202, Oakville, ON L6J 7T5
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Retirement Planning and Investment Management Services in Oakville, ON Cost Estimates

Minimum cost
$1243
Maximum cost
$10566
National Average
$3729
Avg Per Hour Rates
$373
$2486
$6837
Typical price range is based on 485 cost profiles
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Average Cost $3729
Minimum cost $1243
Maximum cost $10566
Avg Per Hour Rates $373

Typical range $2486 to $6837 is based on 485 cost profiles.

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Wealth Management Advisors near Oakville

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