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.

Watson Investments

Watson Investments

(2)
“Great people with a great team and a wealth of knowledge in their space”
In Business Since 2003
Free Initial Consultation
220 Randall St, Oakville, ON L6J 1P7
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The Campanella Group

The Campanella Group

(30)
  • Future
  • Family
  • Market
“As a self-employed realtor I have always had a complex situation, and now that I am incorporated, his tax efficient investment and estate planning solutions have put my mind at ease.”
In Business Since 2017
132 Trafalgar Rd, Oakville, ON L6J 3G5
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Plutus Consulting Group

Plutus Consulting Group

(3)
Business & Strategic Planning, Business Mentoring, Business Exit Preparation
“These guys really know their stuff!”
Offers Financing Options
In Business Since 2010
Transparent Fees & Pricing
2020 Winston Park Dr #100, Oakville, ON L6H 6X7
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Stallion Enterprises International Corporation

Stallion Enterprises International Corporation

(6)
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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Discloseall Financial Services

Discloseall Financial Services

(7)
Disability Insurance, Financial Emigration, Life Insurance
“He is a very straight forward individual who has a passion for what he does and for helping people in a realistic and reasonable way to ensure they and their family have the security they need.”
In Business Since 2019
418 Sixteen Mile Dr, Oakville, ON L6M 0Z2
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
95 (100)
Minimum Reputation Rank
99.7 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
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.”
In Business Since 2014
Family Business
1300 Cornwall Rd Suite 201, Oakville, ON L6J 7W5
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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 #11, Oakville, ON L6M 3E3
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Mybookly

Mybookly

(2)
“I honestly cannot describe how much of a positive impact they have had on my business since working with them.”
In Business Since 2020
Transparent Fees & Pricing
2010 Winston Park Dr Suite 200, Oakville, ON L6H 5R7
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Nour Private Wealth - Mordechai Kuhnreich

Nour Private Wealth - Mordechai Kuhnreich

(5)
“At the very beginning, two things stood out for me: 1) you found no objection to my request to pay off a loan, thus eliminating that monthly expense and 2) your suggestion to move my non-registered funds into a TFSA.”
In Business Since 2014
2845 Bristol Cir, Oakville, ON L6H 6X5
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SAF Accounting

SAF Accounting

(5)
  • Team
“The attention to detail is excellent, SAF makes sure all your needs are attended to professionally and they leave you with a very satisfactory experience.”
In Business Since 2017
3040 Trafalgar Rd, Oakville, ON L6H 7B9
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The Charlton Group iA Private Wealth

The Charlton Group iA Private Wealth

(1)
Client Login
“I want to thank The Charlton Group for exceptional service and guiadance in not only managing my portafolio, but so many other aspects of my financial situation.”
In Business Since 2011
710 Dorval Dr Suite 100, Oakville, ON L6K 3V7
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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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Life & Legacy Advisory Group

Life & Legacy Advisory Group

Income Protection, Retirement Planning, Cashflow Planning
“​Financial Planning sets you on a course to achieve your life goals through the proper management of all your financial affairs. Our financial advisorshave the knowledge, experience and ethics to look at your entire financial picture and provide you ...”
In Business Since 2005
2390 Bristol Cir, Oakville, ON L6H 6M5
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Wise Advisory Group

Wise Advisory Group

(13)
  • Invest
  • Retirement
  • Team
“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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Confido Wealth Management Group at Manulife Securities

Confido Wealth Management Group at Manulife Securities

(1)
“Fantastic branch with several veteran advisors and in house portfolio managers.”
In Business Since 2008
2360 Bristol Cir Suite 100, Oakville, ON L6H 6M5
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Harvest Portfolios Group

Harvest Portfolios Group

(1)
“It is a very reliable Canadian ETF manager with long history performance tracking record and one-stop-shop monthly income solution.”
In Business Since 2009
610 Chartwell Rd Suite 204, Oakville, ON L6J 4A5
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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 ...”
In Business Since 2008
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.”
In Business Since 2005
Transparent Fees & Pricing
146 Lakeshore Rd E #200, Oakville, ON L6J 1H4
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GP Wealth Management

GP Wealth Management

“We're a family-owned financial services firm, specializing in wealth management, insurance and banking. Get the power of our independent thinking working for you!”
Family Business
In Business Since 2007
Transparent Fees & Pricing
1158 Winston Churchill Blvd Suite 200, Oakville, ON L6J 0A3
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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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Manulife Securities / Guided Wealth Management

Manulife Securities / Guided Wealth Management

Estate Planning, Investments, Tax Planning
“Guided Wealth Management is a Trade Name used for dealer business only. Manulife Securities is an indirectly, wholly-owned subsidiary of Manulife Financial Corporation (MFC). MFC owns The Manufacturers Life Insurance Company (MLI), a financial servic...”
In Business Since 2018
1320 Cornwall Rd, Oakville, ON L6J 7W5
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Ten Star Financial Services

Ten Star Financial Services

“A deductible is the portion of a claim you are responsible for paying. Every claim is unique, contact your broker for further detail. What happens if I have to make a claim?”
In Business Since 2003
Free Initial Consultation
1175 North Service Rd W, Oakville, ON L6M 2W1
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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
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GC Enterprises Management

GC Enterprises Management

Optimizing Operations, Strategy & Corporate Finance, Technology Excellence
“Add: 3440 Whilabout Terr, Oakville, Ontario L6L 0B2    E-mail: [email protected] ”
In Business Since 2022
3440 Whilabout Terrace, Oakville, ON L6L 0B2
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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.

Why these companies made our list

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