Best Financial Advisors in Orangeville, ON

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

Joe Sammut - Mortgage Architects

Joe Sammut - Mortgage Architects

(45)
  • Professional
  • Dream
  • The Future
“Working with Sunny and Nikki was seamless and they were able to secure us a great rate in the current market, provided timely answers to my (many) questions and ensured everything was ready for closing.”
Offers Financing Options
Licensed
94 Broadway, Orangeville, ON L9W 1J9
i
Lismar Financial

Lismar Financial

“We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about your financial situation, the more likely you are to reach your financial goals, and we're here to help you d...”
Free Initial Consultation
43 First St, Orangeville, ON L9W
i
Crowning Touch Finance

Crowning Touch Finance

(2)
“Highly, highly, highly recommended.”
In Business Since 2021
22 Mill St, Orangeville, ON L9W 2M3
i
Manulife Securities

Manulife Securities

(1)
“Covid conscious.”
215 Centennial Rd Unit 11, Orangeville, ON L9W 5K9
i
IPC Investment Corporation - Stephen Monaghan

IPC Investment Corporation - Stephen Monaghan

(1)
“We had our first experience with Stephen and his staff and were so impressed.”
In Business Since 2011
7 Mill St, Orangeville, ON L9W 2M2
i
Dowling Financial Services

Dowling Financial Services

“The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations – ones that meet both their ...”
Free Initial Consultation
In Business Since 2011
333 Gooseberry St, Orangeville, ON L9W 5B9
i
Wilmot Financial Services

Wilmot Financial Services

(45)
Estate Planning For Retirees, Asset Map, Group Benefits
“The pride they take in their work is extremely evident, it was easy to communicate with them- even as my needs changed or new questions emerged- and I genuinely felt that their recommendations fully considered what was best for me.”
181 St Andrew St E Unit #6, Fergus, ON N1M 1P9
i
Vision Financial Services

Vision Financial Services

(6)
“Excellent customer service, both by phone and by email, and the accountants are willing to spend extra time walking you through and extra questions you may have, even if not directly related to the work they did.”
Free Initial Consultation
130 St Patrick St W, Fergus, ON N1M 1L5
i
Northstar Wealth Management

Northstar Wealth Management

(3)
“For the first time in a long time we feel we finally have a solid investment and savings plan.”
Free Initial Consultation
125 St George St W, Fergus, ON N1M 1H8
i
Karen Chisholm CFP CLU CHS Pixel Financial Group Thornbury

Karen Chisholm CFP CLU CHS Pixel Financial Group Thornbury

(2)
“She is patient and listens and is always available to answer questions and address concerns.”
In Business Since 2014
Serving Orangeville Area
i
Dan Allen Financial

Dan Allen Financial

“Mutual funds, stocks bonds and financial planning are offered through Manulife Wealth Inc.. Insurance products and services are offered through Dan Allen Financial Inc. o/a Dan Allen Financial. Banking products and services are offered by referral ar...”
In Business Since 2007
181 St Andrew St E Unit 8, Fergus, ON N1M 1P9
i
Www.rufa.ca

Www.rufa.ca

“Over the years, Dick has advised me on many financial matters including: retirement, tax and investment strategies. I would highly recommend him to anyone looking for attention to detail and understanding how to structure investments. I feel safe wit...”
Serving Orangeville Area
i
Peter Quinlan & Diane Sawyers Sun Life Financial

Peter Quinlan & Diane Sawyers Sun Life Financial

Serving Orangeville Area
i
Headwaters Financial

Headwaters Financial

“Dave focuses on working with clients to create personalized retirement income plans that integrate workplace savings, personal plans, and government benefits, in addition to overseeing the portfolio design. Dave holds a Certified Financial Planner (C...”
Serving Orangeville Area
i
Wealth & Estate Financial Canada

Wealth & Estate Financial Canada

(30)
  • Expert
  • Goals
  • Insurance
“Knowing her professionally and personally have been a pleasure and I would recommend her to everyone who is looking to get their finances in order with customized solutions and personal attention from the experts!”
Coupons & Offers
In Business Since 2017
218 Export Blvd Suite 411, Mississauga, ON L5S 0A7
i
Prudent Asset Management

Prudent Asset Management

(17)
TAX Planning, Estate & Retirement Planning, Financial Statements
“Deven has always been prompt in his responses & given sound advise on taxation and investments, hence over the years I haven't explored any other options other than Deven for my Taxation & Investment needs.”
In Business Since 2003
235 Derry Rd W, Mississauga, ON L5W 1G3
i
Balwinder Financial

Balwinder Financial

(50)
Travel Insurance, Life Insurance, Investments
“Balwinder was very friendly and helpful she answered all our questions very simply and thoughtfully and helped us with what we needed in depth she also made the Resp process much easier and quicker.”
Free Initial Consultation
In Business Since 2014
1315 Derry Rd E #2, Mississauga, ON L5T 1B6
i
Lexaltico

Lexaltico

(50)
Immigration Services, Business Services, Real Estate Services
“Overall a great experience working with Jia and her staff, Especially Rahman always responded quickly to any communications and questions, I would highly recommend them.”
Coupons & Offers
In Business Since 2022
90 Matheson Blvd W Suite 101, Mississauga, ON L5R 3R3
i
Accountant on Call | Reliable AOC

Accountant on Call | Reliable AOC

(50)
Mortgages and Loans, Tax Planning & Returns, Government Compliance & CRA Representation
“Now Dhrunil is doing accounting for me for last two years before Danny does his final review and he also provides the same level of service Danny used to do.”
NETFILE Certified
In Business Since 2009
Transparent Fees & Pricing
11 Steinway Blvd Unit-12b, Etobicoke, ON M9W 6S9
i
Avnish Aggarwal, Cpa-Tax , Accounting, Corporation

Avnish Aggarwal, Cpa-Tax , Accounting, Corporation

(49)
TAX Services, Accounting Services, Financial Planning
“Honest and provides best advice, filing taxes is very easy nowadays but best to take consultation from an experienced professional like Avnish ji, he ensures that you're filing your taxes accurately as per the rules and regulations”
In Business Since 2019
2130 N Park Dr unit #223-224, Brampton, ON L6S 0C9
i
Awealth

Awealth

(46)
Insurance, Investment, Mortgage
“I met Andrei during my seperation and his assistance and helped keep me focused on my financial future and helped me with my RRSP and RESP transfer and helped me get approved for a mortgage at a super low rate that will save me tons of money over the...”
6755 Mississauga Rd #425, Mississauga, ON L5N 7Y2
i
Canada Freedom Financial Centre

Canada Freedom Financial Centre

(46)
  • Payments
  • Consumer
  • Interest
“We started to figure out about my whole debt and the creditors with experienced wise and knowledgeable advisors in CFFC and less than a couple of days they could wrap around the total debt in one single monthly payment and I could refresh myself.”
Free Initial Consultation
77 City Centre Drive, East Tower, Suite 501, Mississauga, ON L5B 1M5
i
Longevity Achieved

Longevity Achieved

(50)
  • Feel
  • Patience
  • Education
“I've known Sergio almost all my life and he's helped me tremendously this year by explaining and encouraging me to understand and learn more about financial literacy and helping me to control my finances.”
In Business Since 2018
5266 General Rd #15, Mississauga, ON L4W 1Z7
i
Global Accounting Services

Global Accounting Services

(49)
  • Family
  • Planning
  • Understand
“I've been going to Global Accounting to do my families income tax for the last 4 years, Vishal is always willing to answer any questions or concerns we might have.”
49 Hillcrest Ave # 205, Brampton, ON L6W 4V4
i

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
Click to copy
Successfully copied!
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

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top