Richmond Hill, ON

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

The highest-rated Financial Planning & Wealth Management companies out of 43 vetted & reviewed in the Richmond Hill area.

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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.”
95 Mural St #600, Richmond Hill, ON L4B 3G2
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Brokerteam Insurance

Brokerteam Insurance

(46)
  • Quote
  • Car Insurance
  • Money
“Karen is very patient and willing to explain all questions for my Cars and Home insurance, she helps me find a very good rates for both coverages and very responsive on all my questions.”
1550 16th Ave Building F, Unit 100, Richmond Hill, ON L4B 3K9
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AMR Services

AMR Services

(25)
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
95 Stave Crescent, Richmond Hill, ON L4C 9J7
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Flip My Life

Flip My Life

(25)
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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Dethomas Wealth Management

Dethomas Wealth Management

(16)
Portfolio Management, 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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Small Biz Capital

Small Biz Capital

(19)
  • Business
  • Loan
“Really enjoyed the customer experience, great work!”
Offers Financing Options
75 East Beaver Creek Rd Unit 13, Richmond Hill, ON L4B 1B8
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Invesmar Financial Planning

Invesmar Financial Planning

(23)
  • Needs
  • Patient
  • Insurance
“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

(8)
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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Armel & Associates

Armel & Associates

Corporate Services >, Individual Services >
In Business Since 2008
30 Via Renzo Dr Suite 200, Richmond Hill, ON L4S 0B8
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Tanner Financial

Tanner Financial

(8)
“We have worked with Chris for years for our insurance needs, he is always very professional and gets back to us right away, very helpful, I highly recommend him”
Family Business
In Business Since 2008
120 West Beaver Creek Road, Units 20-21, Richmond Hill, ON L4B 1L2
FAQs
What is the Chambers of Commerce Group Benefits Plan?
The Chambers Group Benefits Plan is a non-profit group benefit plan. It offers traditional group coverage for firms with 1-100 employees. It is mandated to provide these benefits to members of local Chambers of Commerce and Boards of Trade in an affordable manner.
What is its background?
The plan was formed in 1970 as a benefit for members of Chambers of Commerce and Boards of Trade across Canada. It is now the largest plan of its kind in the country insuring in excess of 34,000 firms and 160,000 employees.
What is unique about the Chambers Group Plan, why choose it?
Since the program is non-profit it is unique in the industry. Firms of all sizes can access guaranteed coverage. Firms with 3-9 employees may choose to be not in a claims rated environment, instead fully pooled with the other 34,000 firms for stability of rates and minimal risk. Firms with 3-9 who choose to or with more than 10 employees also benefit from partial pooling and the non-profit nature of the plan with rate rewards for taking on slightly more risk although less than the market would provide. Those with higher experience see that softened by these factors and those with good claims experience can see an actual decrease in their premiums. Also, the Chamber Plan is non-cancellable. This means as long as you continue to pay your premiums and maintain your membership they will continue to provide benefits regardless of your claims experience. The Chamber also will write non-profit organizations upon approval and contract employees where certain conditions are met, something many insurers will not.
Why have benefits?
There are many reasons why a firm would wish to provide benefits and the priority of these items may vary from firm to firm. First of all health and dental premiums are a tax deductible business expense and one of the few items that are not a taxable benefit back to the employees. In addition there is the financial well-being of having a plan and knowing your risk has been limited. Employee loyalty increases dramatically. Surveys have shown that a large percentage of employees consider a benefit plan to be important in both their choosing of an employer and remaining with that employer. Increased productivity will generally result from the peace of mind as well as the increased health of employees. Employees will no longer have to put off needed treatments. As an employer there is also an additional sense of satisfaction in providing additional protection to your family and those of your employees.
What Plan Design is available?
Generally speaking your Chambers Agent will tailor a plan to meet your coverage or budgetary needs. This could include building a plan from scratch or matching an existing plan design that you may have.
We try to answer commonly asked questions like these on the FAQ page of our website.
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Radiant Life Financial

Radiant Life Financial

(5)
Home & Auto Insurance, Life Style, Mortgages
“He is always available and following up with any type of questions that we have, he has wealth of financial knowledge for any kind of inquiries that you may have!”
1650 Elgin Mills Rd E Unit 413, Richmond Hill, ON L4S 0B2
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Elite Private Wealth

Elite Private Wealth

(7)
  • Tax
“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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Sprung Investment Management

Sprung Investment Management

(5)
“Considereing the state of the market in this day and age, its a relief to find an individual like Michael Sprung to act as as a reliable and transparent resource for information.”
In Business Since 2005
121 Richmond St W Suite 305, Toronto, ON M5H 2K1
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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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BMA Financial Group

BMA Financial Group

(4)
“Professional and knowledgeable”
In Business Since 2017
10376 Yonge St Unit 105, Richmond Hill, ON L4C 3B8
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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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Canso Investment Counsel

Canso Investment Counsel

“Canso Investment Counsel Ltd. provides portfolio management services to institutional and private investors. The Canso aircraft, our namesake, first flew in the 1930s. Over its many years of service it has earned a reputation for rugged reliability i...”
In Business Since 1998
100 York Blvd, Richmond Hill, ON L4B 1J8
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Equity Associates

Equity Associates

“Equity Associates Inc. is a boutique style mutual fund dealership with operations across Canada catering to the highly successful Financial Advisor. Established in 2003, Equity Associates Inc. now has over 150 Advisors with $2.5 billion in assets und...”
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 2011
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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Open Access

Open Access

(4)
“Very informative and knowledgeable team.”
In Business Since 1997
1 Richmond St W, Toronto, ON M5H 3W4
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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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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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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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