Best Financial Advisors in Orangeville, ON

The highest-rated Financial Planning & Wealth Management companies out of 64 vetted & reviewed in the Orangeville area.

Alpha Oasis

Alpha Oasis

(50)
  • Team
  • Patient
  • Information
“Would highly recommend for anyone as they are able to walk anyone through the process and provide the appropriate information regarding the filing process itself and returns.”
Free Initial Consultation
In Business Since 2002
304-80 Corporate Dr, Scarborough, ON M1H 3G5
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Sawaya CPA - Tax & Accounting Services

Sawaya CPA - Tax & Accounting Services

(50)
  • Understanding
  • Expertise
  • Needs
“Edward very patiently and elaborately explained our queries on personal taxes, taxes payable by corporations, and the interplay between them, both from a Canadian perspective as well as international taxation aspects with respect to Canada.”
Free Initial Consultation
4141 Yonge St #302, North York, ON M2P 2A8
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Kothai Accounting l Accounting and Advisory Services

Kothai Accounting l Accounting and Advisory Services

(38)
  • Patient
  • Knowledge
  • Gentleman
“When I walk into your office, you were able to show me through your communication and professionalism that you are not an accountant who deals only with numbers, but with clients as well.”
In Business Since 2020
7205 Goreway Dr B2, Mississauga, ON L4T 2T9
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Amlb Cpas and Consulting

Amlb Cpas and Consulting

(26)
Tax, Doctors & Dentists, Financial Planning
“They provide us with up-to-date financial information for decision-making, respond quickly to our requests, and understand the unique finance and accounting needs of our business so they're able to provide valuable advice that goes beyond simply accu...”
Remote Consultations Available
Serving Orangeville Area
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Flip My Life

Flip My Life

(26)
Business Financial Planning, Investments, Personal Financial Planning
“I highly recommend Flip My Life (Sarah B) for anyone looking to become financially stable as a certified financial planner she helped me get back on track with my monthly payment, budgeting, becoming debit free and build credit.”
In Business Since 2018
95 Mural St 6th Floor, Richmond Hill, ON L4B 3G2
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Affinity Capital Management Inc.

Affinity Capital Management Inc.

(19)
Member Resources, Financial Tools & Calculators, Insightful Readings
“I love having Anup as a coach because I can talk to him about anything and don't feel embarrassed about asking questions that I feel I should probably already know but actually don't!”
55 Commerce Valley Dr W #502, Thornhill, ON L3T 7V9
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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”
Offers Financing Options
Transparent Fees & Pricing
255 Duncan Mill Rd Suite 512, North York, ON M3B 3H9
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NSD Accounting

NSD Accounting

(3)
Mortgage and Loans, Tax Planning & Returns, Government Compliance & CRA Representation
“The financial advise they provide is really helpful and help me plan for my business along with the tax filling and bookkeeping.”
In Business Since 2021
11 Steinway Blvd, Etobicoke, ON M9W 6S9
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DLC - Team Mortgage Assurance

DLC - Team Mortgage Assurance

(47)
First Time Home Buyers Mortgage, Renovation Mortgage, Credit Improvement
“I have had the privilege of being a part of this Team Mortgage Assurance for some time now, and I must say, their training and guidance support for mortgage agents by Ram and Rabbiya are exemplary.”
Licensed
In Business Since 2024
Transparent Fees & Pricing
Offers Financing Options
5675 Whittle Rd, Mississauga, ON L4Z 3P8
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Steve Welker and Company

Steve Welker and Company

(49)
  • Team
  • Meeting
  • Shoulders
“All though the first few weeks & mouths were rough as time went by they were both patient & understanding about her problem & was able to help her to make the process go easier as time progress.”
Licensed, BBB Accredited
347 Jane St Unit 130, Toronto, ON M6S 3Z3
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Accountant on Call | Reliable AOC

Accountant on Call | Reliable AOC

(50)
Mortgages and Loans, Tax Planning & Returns, Government Compliance & CRA Representation
“Chirag's attention to detail and thorough understanding of tax laws ensure that his clients receive the best possible service and maximize their tax savings.”
Transparent Fees & Pricing
In Business Since 2009
11 Steinway Blvd Unit-12b, Etobicoke, ON M9W 6S9
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Objective Financial Partners

Objective Financial Partners

(50)
Retirement Planning, Financial Planning For Seniors, Financial Planning For Business Owners
“Best of all, his detailed explanation of each possibility left us able to make sound financial decisions with the confidence of knowing we were heading in the right direction.”
CGA Certified
In Business Since 2012
Transparent Fees & Pricing
Remote Consultations Available
East Tower, 675 Cochrane Dr 6th floor, Markham, ON L3R 0B8
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Tembo Financial

Tembo Financial

(50)
Home Renovation Loans Ontario, Debt Consolidation Loans Ontario, Stop Power of Sale
“I presented a client scenario to Tembo Financial via email on a Wednesday afternoon, received a call from Arlen the same day and had an offer to present to my client the very next day.”
Offers Financing Options
In Business Since 2014
265 Rimrock Rd Suite 202, North York, ON M3J 3C6
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Accounting Plus Financial Services

Accounting Plus Financial Services

(49)
Virtual Personal Tax Returns, Business Advisory & Tax Planning, Personal Tax
“From time to time, the Accounting Plus team, lead by Peter Edrey, can raise very good advise regarding your specific tax situation, and doesn't miss any option the system gives you to save on your tax payment.”
Remote Consultations Available
In Business Since 2005
Serving Orangeville Area
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Lexaltico

Lexaltico

(49)
Immigration Services, Business Services, Real Estate Services
“This has by far been the best experience so far in terms of dealing with the lawyers, the entire team has been very welcoming and explained each and every step thoroughly!”
Coupons & Offers
In Business Since 2022
90 Matheson Blvd W Suite 101, Mississauga, ON L5R 3R3
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Harris & Partners

Harris & Partners

(46)
Debt Relief For Businesses, Debt Relief Services
“Harris & Partners Inc super friendly and helpfull and they have been very accommodating to my financial situation even when i fell 3 or 4 months behind on payments they still worked with me”
Free Initial Consultation
In Business Since 2013
8920 Woodbine Ave #104, Markham, ON L3R 9W9
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Etaxcan

Etaxcan

(50)
Corporate Tax Returns, Tax Planning / Financial Planning, Personal Tax Returns
“It was a great experience, I never believe I could get my income tax return without paying money, this is the right place to file your taxes, (guys is free)am so excited Thanks for your service.”
305 Milner Ave Unit #301, Scarborough, ON M1B 3V4
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The Money Mint

The Money Mint

(50)
  • Team
  • Communication
  • Honesty
“I have been working exclusively with Charles Kayitaba for a few years, and time after time, he has gone above and beyond when it came time to assist my clients in securing financing.”
Offers Financing Options
20+ Years Experience
2600 Skymark Ave Bldg 10, Unit 104, Mississauga, ON L4W 5B2
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Rethink CPA Professional Corporation

Rethink CPA Professional Corporation

(50)
Realtors & Prec, Small Businesses, Real Estate Investors
“They were extremely generous and knowledgeable in answering all of my questions, and were immediately responsive, which I appreciate in the final hours of meeting the tax filing deadline.”
In Business Since 2020
95 Mural St #600, Richmond Hill, ON L4B 3G2
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Sharptax Consulting

Sharptax Consulting

(50)
Business Services, Tax and Accounting, Financial Planning
“They take care of every aspect and go above and beyond to help their customers from understanding what the different taxes and figures mean to actually filing and getting the returns.”
12 Northvale Rd, Markham, ON L6B 1G4
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Fortax

Fortax

(49)
  • Questions
  • Accounting
  • Knows
“As a new immigrant, tax reporting is crucial to building a good record, thanks to the Fortax team I feel confident that my taxes are in order according to the law.”
Free Initial Consultation
2 St Clair Ave W 18th Floor, Toronto, ON M4V 1L5
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Mustafai Immigration

Mustafai Immigration

(49)
Citizenship Application, PR Card Renewal, Temporary Resident Visa
“My experience with Mustafai Immigration has been amazing, especially Bushra is Avery nice,helpful and supportive person she is also expert,professional on her work I got my citizen certificate like faster than I expect without any difficulty, She was...”
1+ Years Experience
3464 Kingston Rd Suite #208A, Toronto, ON M1M 1R5
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Merrick Financial

Merrick Financial

(49)
Retirement Planning, Financial Plan, Investment Analysis
“Chris tailored a plan for me regarding how to make the best use of my money considering real estate/ stock investment allocation and how to minimize tax.”
53 Coleridge Ave, Toronto, ON M4C 4H4
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Filing Taxes | Accountant Toronto

Filing Taxes | Accountant Toronto

(41)
Business Accounting Services, Not For Profit Taxes, Bookkeeping Services Toronto
“Filing Taxes has been doing my personal and business taxes and e-filing for 4 years and I am very happy with the service, the quick turnaround and their prices.”
Free Initial Consultation
Remote Consultations Available
401 Bay St. Suite 1600, Toronto, ON M5H 2Y4
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Retirement Planning and Investment Management Services in Orangeville, ON Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Average price range is based on 511 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Average range $2000 to $5500 is based on 511 cost profiles.

Why these companies made our list

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