Best Financial Advisors in Stouffville, ON

The highest-rated Financial Planning & Wealth Management companies out of 56 vetted & reviewed in the Stouffville area.

Dodd Hugh Investments & Insurance

Dodd Hugh Investments & Insurance

(2)
“Highly competent and personal financial services!”
In Business Since 2003
125 Mill St, Whitchurch-Stouffville, ON L4A 1J2
i
Roberts Pro Wealth

Roberts Pro Wealth

(1)
“Greg is very knowledgable and will help you maximize return.”
1-6165 Main St, Whitchurch-Stouffville, ON L4A 4H8
i
J. Paulino & Associates Wealth Management

J. Paulino & Associates Wealth Management

37 Sandiford Dr #203, Whitchurch-Stouffville, ON L4A 7X5
i
B Inspired Finance Group

B Inspired Finance Group

“The NASA leadership model customized for finance provides a leadership development blueprint for corporate finance leaders and teams. Finance Leadership transformation is all about elevating your team to becoming highly valued strategic business part...”
In Business Since 2017
15 Emerald Heights Dr, Whitchurch-Stouffville, ON L4A 0C8
i
Alpha Oasis

Alpha Oasis

(50)
  • Financial Services
  • Family
  • Professional
“Bose and her team have always been quick, responsive and havr helped education over the past 20 years to be better informed of my financial and insurance needs.”
In Business Since 2002
Free Initial Consultation
304-80 Corporate Dr, Scarborough, ON M1H 3G5
i
CFS Wealth Management

CFS Wealth Management

(50)
  • Family
  • Company
  • Stress
“Mark is awesome helped me in a time of need to unlock my pension, he always got back to me and walked me through the process thank you Mark for everything!!!”
Serving Stouffville Area
i
Pinnacle Accounting AND TAX Consultants

Pinnacle Accounting AND TAX Consultants

(49)
  • Family
  • Tax Return
  • Questions
“He has been outstanding and patient while answering all my questions to deliver exceptional assitance and accurate services on both personal and corporate tax side.”
In Business Since 2023
18 Kenaston Gardens, North York, ON M2K 3C7
i
Dethomas Wealth Management

Dethomas Wealth Management

(16)
Private Wealth, Planning & Insurance, Portfolio Management
“Would highly recommend their services if you are looking to grow your RRSP's, my funds have had great performance over the years and the staff are very knowledgeable, explaining all my options so that I can have the retirement I am hoping for.”
In Business Since 2016
Expensive Price Tag
Family Business
9033 Leslie St Unit 1, Richmond Hill, ON L4B 4K3
i
Affinity Capital Management Inc.

Affinity Capital Management Inc.

(19)
Member Toolkit, Insightful Readings, Member Resources
“I met Anup at the Health and Wellness Expo, I was not planning to leave this event with a financial advisor but that was the most valuable thing I took away from it.”
55 Commerce Valley Dr W #502, Thornhill, ON L3T 7V9
i
Nannytax

Nannytax

(19)
  • Taxes
  • Payroll
  • Questions
“They handled everything, providing updates and were top notch when it came to communication.”
Transparent Fees & Pricing
Serving Stouffville Area
i
Tax Doctors Canada

Tax Doctors Canada

(19)
Bookkeeping Services, Tax Planning, Personal Tax Returns
“Blair has provided me with extensive information about life, critical illness, and disability insurance and has arranged all of the policies while making it as simple as possible for me.”
250 Main Street Markham N, Markham, ON L3P 1Y7
i
Anna Armata - Chartered Professional Accountant

Anna Armata - Chartered Professional Accountant

(15)
  • Work
“Not only did Anna finish my taxes in a timely manner, but she informed me of everything that my previous accountant did wrong and helped me resolve them by explaining to me with what I should do to avoid those mistakes in the future.”
In Business Since 2012
Free Initial Consultation
39 Napiermews Dr, Ajax, ON L1T 0C9
i
Thompson Financial Services

Thompson Financial Services

(1)
Products and Services, Disability Insurance, Estate Planning
“Will always recommend them to all in my professional circle and family and friends.”
Free Initial Consultation
Serving Stouffville Area
i
Durham Asset Management

Durham Asset Management

(1)
“Gives you the best and consistent returns on your investment.”
Free Initial Consultation
110 Ritchie Ave, Ajax, ON L1S 7G5
i
Levesque Wealth Planning

Levesque Wealth Planning

“Linda and Dan have a lot of experience.”
In Business Since 2014
2075 Kennedy Rd 5th Fl, Scarborough, ON M1T 3V3
i
Objective Financial Partners

Objective Financial Partners

(50)
Paraplanning and Outsourced Planning, Money Coaching, Executor/Probate/Estate Services
“' A detailed analysis of our investments, retirement planning, tax considerations, insurance needs, estate planning, and even advice on how to support our adult children in their financial beginnings.”
Remote Consultations Available
In Business Since 2012
CGA Certified
Transparent Fees & Pricing
East Tower, 675 Cochrane Dr 6th floor, Markham, ON L3R 0B8
i
Accounting Plus Financial Services

Accounting Plus Financial Services

(49)
Business Advisory & Tax Planning, Accounting & Bookkeeping, Personal Tax
“Just like any relationship, things are not perfect 100% of the time, but what's important, is that they truly care about you and set high standards for customer care.”
Remote Consultations Available
Serving Stouffville Area
i
Etaxcan

Etaxcan

(50)
Tax Planning / Financial Planning, HST Filing / Wsib Filing, 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
i
Sharptax Consulting

Sharptax Consulting

(50)
Tax and Accounting, Business Services, Financial Planning
“Sharptax Consulting has been filling my taxes over the last five years and I'm extremely satisfied with their service and the level of competence they hold.”
12 Northvale Rd, Markham, ON L6B 1G4
i
Rethink CPA Professional Corporation

Rethink CPA Professional Corporation

(50)
Small Businesses, Realtors & Prec, Real Estate Investors
“For small business owners, this type of knowledge and advice is invaluable as it helps us navigate the ever-changing landscape of compliance and filing requirements.”
95 Mural St #600, Richmond Hill, ON L4B 3G2
i
SSJ Financial Services

SSJ Financial Services

(46)
Health & Dental Plan, Disability Insurance, Registered Retirement Savings Plan (Rrsp)
“They helped selecting the right policy, answered all queries, helped updating the policy multiple times as per changes in travel plans, and finally the refund at the end of travel was done promptly.”
In Business Since 2013
Free Initial Consultation
7003 Steeles Ave W #10, Etobicoke, ON M9W 0A2
i
Patel Accounting and Taxation

Patel Accounting and Taxation

(48)
Business Registration and Corporate Filing, Business Planning, Payroll Services
“He always finds a solution no matter how complex the problem is and always keeps a realistic expectation which is very critical from customer standpoint.”
2100 Ellesmere Rd Suite 112, Scarborough, ON M1H 3C3
i
Tembo Financial

Tembo Financial

(44)
Debt Consolidation Loans Ontario, Stop Power of Sale, 1st, 2nd, & 3rd Mortgages
“My real estate lawyer (with some 30 years experience) and his recommended & also experienced mortgage broker, were surprised about my special, customized mortgage.”
In Business Since 2014
Offers Financing Options
265 Rimrock Rd Suite 202, North York, ON M3J 3C6
i
Green Group - IG Private Wealth Management

Green Group - IG Private Wealth Management

(48)
  • Meeting
  • Questions
  • Portfolio
“He's an incredible advisor who always listens and puts things into perspective, and continues to prepare me and my family, for great things in the future”
In Business Since 2022
17310 Yonge St #10A, Newmarket, ON L3Y 7R9
i

Retirement Planning and Investment Management Services in Stouffville, ON Cost Estimates

Minimum cost
$1225
Maximum cost
$10407
National Average
$3673
Avg Per Hour Rates
$368
$2449
$6734
Fair price range is based on 307 cost profiles
Click to copy
Successfully copied!
Average Cost $3673
Minimum cost $1225
Maximum cost $10407
Avg Per Hour Rates $368

Fair range $2449 to $6734 is based on 307 cost profiles.

Why these companies made our list

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