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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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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The Campanella Group

The Campanella Group

(34)
  • Planning
  • Retirement
  • Management
“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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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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Mybookly

Mybookly

(12)
“I've been using his services for the past 6 years and I've had a great experience, I've always got a high return with the taxes as compared to other services out there and he has an awesome chilled out personality.”
In Business Since 2020
Free Initial Consultation
71 Speers Rd Unit 20, Oakville, ON L6K 0J2
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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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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
99.3 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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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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Discloseall Financial Services

Discloseall Financial Services

(7)
Disability Insurance, Super Visa Insurance, 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.”
3137 Riverpath Common, Oakville, ON L6M 1P6
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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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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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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 Suite 100, Oakville, ON L6H 5S4
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Douglas Spence & Associates

Douglas Spence & Associates

(2)
Income Tax Returns, Management Consultation, Sr&ed
“Great form have been going for a few years started having them doing my personal taxes and they are now doing my business taxes as well.”
In Business Since 2021
180 Oak Park Blvd, Oakville, ON L6H 0A6
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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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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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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.”
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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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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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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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.”
2360 Bristol Cir Suite 100, 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 Investment Counsel

3 Keys Wealth Raymond James Investment Counsel

(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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Eagle Partners Financial Solutions

Eagle Partners Financial Solutions

(1)
“Knowledgeable, trusted, personable staff and ownership to help support you and your family for all of your wealth management needs!”
211 Lakeshore Rd E, Oakville, ON L6J 1H7
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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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Life & Legacy Advisory Group

Life & Legacy Advisory Group

“Do you feel overwhelmed when it comes to figuring out your financial strategy, ways to get tax benefits, balancing your investment portfolio, or figuring out what health coverage you need? We help break down your options in a way that's easy to under...”
2390 Bristol Cir, Oakville, ON L6H 6M5
Featured

78% of Canadians feel their personal finances have worsened due to inflation. But inflation doesn't just impact the everyday cost of living - it can also impact your ability to save for the future. nnTo help you feel more prepared about the future, you can ask your advisor about ways to manage your retirement plan around inflation including:nn➾ reviewing your portfolio to make sure your investment allocations and risk levels remains aligned to your goalsn➾ weigh the pros and cons of waiting another year or 2 before stopping workn➾ avoid emotional investing and ensure your portfolio is diversified to help manage periods of uncertainty in the marketnnLet us help you find the perfect balance between Living for Today and Planning for Tomorrow.nwww.lifeandlegacy.cann#PersonalFinance #financialplanning #financialadvisor #moneymanagement #FinancialFreedom #RiskManagement #RetirementStrategy #FinancialAdvising #FinancialGoals...

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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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