Oakville, ON

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Oakville, ON
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Best Financial Advisors in Oakville, ON

24 firms listed · all 24 in Oakville · 2 open weekends · 16 rated 4.5+

Data verified October 16, 2026

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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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@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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Watson Investments

Watson Investments

(7)
  • Team
  • Advisor
“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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The 24 firms listed for Oakville, 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: Oakville, ON

All 24 firms we list here are in Oakville itself. We have 36 firms in Oakville on file; this page shows the highest-rated 24. 20 of the firms on this page have a rating, from 4.0 to 5.0 across 147 reviews; 16 are rated 4.5 or higher. 2 are open on Saturdays. The services the firms on this page list most often on their websites are estate planning (4), insurance (3), investments (3), banking solutions (2) and education savings (2). Domain records put 9 websites of the firms on this page at ten or more years old; the oldest dates from 2000. 1 offers a free initial consultation and 2 are family- or locally-owned. We have a website on file for 21 of the firms on this page; 18 publish a contact page; 17 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.

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Life Insurance and Investment - Independent Advisor

Life Insurance and Investment - Independent Advisor

(3)
“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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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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Cornwall Wealth Management

Cornwall Wealth Management

(1)
“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

1540 Cornwall Rd Unit 101, Oakville, ON L6J 7W5
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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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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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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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Lakeshore Securities

Lakeshore Securities

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)
“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

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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Shayan Hamdani, Financial Advisor, Manulife Securities

Shayan Hamdani, Financial Advisor, Manulife Securities

In Business Since 2018
2360 Bristol Cir Suite 100, Oakville, ON L6H 6M5
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Rowanoak Wealth

Rowanoak Wealth

In Business Since 2019
700 Kerr St Suite #210, Oakville, ON L6K 3W5
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Highview Financial Group

Highview Financial Group

In Business Since 2006
Remote Consultations Available
231 Oak Park Blvd #207, Oakville, ON L6H 7S8
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Chartered Investment Manager

Chartered Investment Manager

(2)
“With so many intricate and specific rules & requirements around registered vs non-registered investments, there was too much information for me to find - let alone interpret and implement.”
2845 Bristol Cir, Oakville, ON L6H 6X5
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Nour Private Wealth - Mario Lapadula

Nour Private Wealth - Mario Lapadula

(2)
“His knowledge and his amazing servicing makes us more comfortable about our financial situation, not to mention he's been a great voice of reason during tough market times”
2845 Bristol Cir, Oakville, ON L6H 6X5
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