Richmond Hill, ON

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Richmond Hill, ON
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Best Financial Advisors in Richmond Hill, ON

Handpicked from 43 vetted & reviewed Financial Planning & Wealth Management firms in the Richmond Hill area, explore the top 5 leaders in their field among the selected group of 24 finalists.

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Flip My Life

Flip My Life

(26)
Business Financial Planning, Divorce Financial Planning, Insurance
“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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Rethink CPA Professional Corporation

Rethink CPA Professional Corporation

(50)
Realtors & Prec, Real Estate Investors, Small Businesses
“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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Ai Financial

Ai Financial

(48)
“The company's investment is very professional, the internship environment is particularly good, and colleagues in the company get along very harmoniously.”
Free Initial Consultation
350 Hwy 7 #310, Richmond Hill, ON L4B 3N2
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Brokerteam Insurance

Brokerteam Insurance

(46)
  • Home Insurance
  • Company
  • Efficient
“Ben Cheung was the first advisor I met in BrokerTeam, he patiently and carefully sought out the great insurance coverage for my family, and helped us solve problems quickly & efficiently.”
1550 16th Ave Building F, Unit 100, Richmond Hill, ON L4B 3K9
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Small Biz Capital

Small Biz Capital

(31)
  • Patient
  • Services
  • Small Business
“Their commitment to supporting small businesses is evident, and I highly recommend their services to any business owner in need of reliable financing options.”
Offers Financing Options
75 East Beaver Creek Rd Unit 13, Richmond Hill, ON L4B 1B8
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
98 (100)
Minimum Reputation Rank
97.8 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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AMR Services

AMR Services

(26)
Financial Reports, Bookkeeping, Payroll
“We are very satisfied with the excellent service the company provides us, I personally feel comfortable knowing that they are taking care of me and my family, Angela is always on top of everything and we already have an amazing trusting professional ...”
Free Initial Consultation
In Business Since 2014
95 Stave Crescent, Richmond Hill, ON L4C 9J7
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Dethomas Wealth Management

Dethomas Wealth Management

(19)
Planning & Insurance, Portfolio Review, Private Wealth
“All the advisors I've dealt with have provided guidance and advice for investments and planning, and they maintained a high level of professionalism and confidentiality.”
Expensive Price Tag
Family Business
In Business Since 2016
9033 Leslie St Unit 1, Richmond Hill, ON L4B 4K3
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Invesmar Financial Planning

Invesmar Financial Planning

(23)
  • Well Being
  • Needs
  • Company
“During that time we have always felt that in Arthur and his company, we have been treated us with respect and genuine care for our well being, particularly our financial situation.”
In Business Since 2000
15 Wertheim Ct, Richmond Hill, ON L4B 3H7
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Mortgage by Mehdi

Mortgage by Mehdi

(9)
Mortgage Refinancing, Personal Loans, Debt Consolidation
“We were going to go with the B lender for our mortgage, but after the interest rates raised a couple of points we decided to call 99 Mortgage by Mehdi Aghaloo, who was highly recommended to get a better deal.”
Transparent Fees & Pricing
Offers Financing Options
Licensed
95 Mural St #600, Richmond Hill, ON L4B 3G2
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Elite Private Wealth

Elite Private Wealth

(11)
  • Family
  • Team
  • Future
“Rishi explains the process, spends time answering client questions, and ensures that he is providing comprehensive tax services, all for a reasonable price.”
In Business Since 2015
45B West Wilmot St #212, Richmond Hill, ON L4B 2P3
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Page and Associates

Page and Associates

(1)
Investment Management, Life and Health Insurance, Financial Planning
“They won the Top Choice Award for the Top Financial adviser in Richmond hill, great work you guys:)”
In Business Since 1996
95 Mural St Suite 405, Richmond Hill, ON L4B 3G2
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Sandra L Fawcett CA/ CPA

Sandra L Fawcett CA/ CPA

(2)
“They handle it all (from personal to business) so conveniently, when I start up my own business next year I will get them to do my business practice as well.”
Licensed
12764 Yonge St, Richmond Hill, ON L4E 3V3
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Clients, Partners & Associates

Clients, Partners & Associates

“Financial security and freedom is attained with a sound financial plan. At Clients, Partners & Associates Inc., we have the financial experience to help you manage your money so that you can ease your mind and enjoy life - now and in the future.”
In Business Since 2002
135 West Beaver Creek Rd, Richmond Hill, ON L4B 4R5
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Equity Associates

Equity Associates

“As the founder and CEO of Equity Associates, I'm inspired by getting to know Advisors and their individual approaches to working with clients. If you're an Advisor who values independence, I invite you to learn more about our company and what we can ...”
In Business Since 2002
45 Vogell Rd Suite 710, Richmond Hill, ON L4B 3P6
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Cherry Cheung, CFP | Toronto Financial Advisor

Cherry Cheung, CFP | Toronto Financial Advisor

(5)
“As a small business owner, I find it difficult to find time to manage my personal finances, Cherry made it very easy for me to learn about investments, and what stood out to me was how thorough and patient she was throughout the entire process.”
In Business Since 2017
20 Wertheim Ct Unit 19, Richmond Hill, ON L4B 3A8
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Max Taxation & Financial Services

Max Taxation & Financial Services

(1)
“Been in business many years with lots of clients”
In Business Since 2012
370 Hwy 7 suite 103 c, Richmond Hill, ON L4B 0C4
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Canso Investment Counsel

Canso Investment Counsel

“We named our firm for the PBY-5A Canso, admiring its ruggedness, endurance and flexibility which we believe are the hallmarks of our investment strategies. The Canso is the Canadian manufactured variant of the Consolidated PBY-5A, also called the Cat...”
In Business Since 1998
100 York Blvd Suite 550, Richmond Hill, ON L4B 1J8
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Paul Babber and Associates

Paul Babber and Associates

CRA, Income Tax, Bookkeeping
“At Paul Babber & Associates Ltd., we provide accounting and tax consultation services for small businesses and individuals in the Greater Toronto Area.”
Offers Financing Options
15 Wertheim Ct #611, Richmond Hill, ON L4B 3H7
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BMA Financial Group

BMA Financial Group

(8)
  • Knowledge
  • Tax
  • Accountant
“For 15 years having a small business it's been hard but beside that having a perfessonal accountant like him make that easier to handle the paperwork.”
In Business Since 2017
10376 Yonge St Unit 105, Richmond Hill, ON L4C 3B8
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Burkes David

Burkes David

Audit & Assurance, Enterprise, Taxation
“In the modern digital world, data is power. Businesses that know how to use it hold the cheat sheet for sustained growth and long-term success. That's where Key Performance Indicators (KPIs) come in. KPIs assess how effectively a company achieves its...”
In Business Since 2023
1595 16th Ave, Richmond Hill, ON L4B 3N9
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Stimson Yuen CPA Professional Corporation

Stimson Yuen CPA Professional Corporation

(2)
“I filed my personal Tax Return here.”
15 Wertheim Ct Suite 412, Richmond Hill, ON L4B 3H7
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Sung Lee, Chartered Accountant Professional Corporation

Sung Lee, Chartered Accountant Professional Corporation

(1)
“Extremely knowledgeable in Business Finance, Accounting and Taxes.”
95 Mural St #600, Richmond Hill, ON L4B 3G2
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Tina Tehranchian

Tina Tehranchian

(1)
“A courteous, professional experience from Tina and her team.”
In Business Since 2003
9130 Leslie St Suite 302, Richmond Hill, ON L4B 0B9
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Global Demographics Group

Global Demographics Group

“I have carried forward a huge capital loss over the last 10 years due bad investment before I met Global Demographics Group. I now have so much profit that I can write off almost half of my capital losses. I wish I had met them 10 years ago, so that ...”
Licensed
In Business Since 2011
30 Via Renzo Dr, Richmond Hill, ON L4S 0B8
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Retirement Planning and Investment Management Services in Richmond Hill, ON Cost Estimates

Minimum cost
$1244
Maximum cost
$10568
National Average
$3730
Avg Per Hour Rates
$373
$2487
$6838
Average price range is based on 440 cost profiles
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Average Cost $3730
Minimum cost $1244
Maximum cost $10568
Avg Per Hour Rates $373

Average range $2487 to $6838 is based on 440 cost profiles.

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