Toronto, ON

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Toronto, ON
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Best Financial Advisors in Toronto, ON

The highest-rated Financial Planning & Wealth Management companies out of 44 vetted & reviewed in the Toronto area.

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Steve Welker and Company

Steve Welker and Company

(49)
  • Mind
  • Meeting
  • Call
“It's been more than year since I contacted them for the first time and I was really surprised how fast and professionally they solved my problem with credit cards.”
Licensed, BBB Accredited
347 Jane St Unit 130, Toronto, ON M6S 3Z3
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Merrick Financial

Merrick Financial

(49)
Financial Plan, Investment Analysis, Retirement Planning
“After talking to us about our various retirement goals and plans, Chris did a deep dive into our finances, and then provided an excellent report outlining how (if) financially we could achieve those goals.”
53 Coleridge Ave, Toronto, ON M4C 4H4
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Mustafai Immigration

Mustafai Immigration

(49)
PR Card Renewal, Temporary Resident Visa, Citizenship Application
“As it was the first time that I was applying for their visas, I decided to proceed with the help of someone who is well-experienced, professional and has an excellent success rate.”
1+ Years Experience
3464 Kingston Rd Suite #208A, Toronto, ON M1M 1R5
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Filing Taxes | Accountant Toronto

Filing Taxes | Accountant Toronto

(41)
Financial Statements, Not For Profit Taxes, Corporate Tax Returns
“I wasn't sure that spending money for a consultation would be wise, but now I feel better and I believe I will save an unknown but possibly frightening amount of money by using the advice I got from them.”
Remote Consultations Available
Free Initial Consultation
401 Bay St. Suite 1600, Toronto, ON M5H 2Y4
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Fortax

Fortax

(49)
  • Business
  • Accounting
  • Expertise
“In every step of my life here in Canada as a student and a young professional they helped me so much by getting my taxes done in a seamless and professional manner.”
Free Initial Consultation
2 St Clair Ave W 18th Floor, Toronto, ON M4V 1L5
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Flatiron Wealth Management

Flatiron Wealth Management

(50)
  • Advice
  • Business
  • Expertise
“We have been working with Andrew for over 10 years and really appreciate the attention to detail that he and Jeff provide on both an on-going basis and during our annual reviews.”
In Business Since 2021
49 Wellington St E #400, Toronto, ON M5E 1C9
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Novel Wealth

Novel Wealth

(50)
  • Confidence
  • Communication
  • Portfolio
“We've been able to work with Jeff and his team at Novel Wealth to leverage several instruments at their disposal to develop a sound portfolio of investments, file taxes and plan for our future as a growing family.”
In Business Since 2023
25 Morrow Ave Suite 202, Toronto, ON M6R 2H9
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Calum Ross - the Mortgage Management Group

Calum Ross - the Mortgage Management Group

(46)
  • Portfolio
  • Rate
  • Real Estate Investment
“Calum Ross is one of the most intelligent people I know, but with a talent for explaining financial complexities in such a way that the ordinary person can understand.”
In Business Since 2004
Offers Financing Options
3280 Bloor St W Suite 1202, Toronto, ON M8X 2X3
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Legacy Financial

Legacy Financial

(44)
  • Understanding
  • Financial Planning
  • Knowledge
“I have only recently started working with Trevor in the past year, however he has been extremely helpful and very patient with my questions regarding my financial situation.”
In Business Since 2014
Free Initial Consultation
PLANNER Certified
287 Port Union Rd, Toronto, ON M1C 2L3
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Morataya Corp.

Morataya Corp.

(50)
  • Mario
  • Feel
  • Questions
“I am very happy with the service provided by Mr Mario and his entire team (Julissa, Maribel, Mario Jr) in response times, always available to clarify any questions.”
Free Initial Consultation
3200 Dufferin St Suite #307, Toronto, ON M6A 3B2
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Empireone Credit Solutions

Empireone Credit Solutions

(49)
  • Worries
  • Patience
  • Mind
“I refer clients to her all the time, she is very professional and empathic, helping those that are in debt and need to see the light at the end of the tunnel.”
In Business Since 2021
Free Initial Consultation
250 Consumers Rd Suite 810, Toronto, ON M2J 4V6
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Finance Professionals

Finance Professionals

(49)
  • Job Search
  • Recruiters
  • Industry
“It is extremely commendable and worthy of note that every member of the team I spoke with through my journey under them, was very pleasant and encouraging all the way from the beginning till the end.”
161 Bay St., Toronto, ON M5J 2S1
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Buxton Financial For Retirement

Buxton Financial For Retirement

(34)
  • Knowledge
  • Life
  • Cash Flow
“She worked through all of my financial fears, and showed me how I could achieve my retirement and estate planning goals while still enjoying travel and all things that are important to me along the way.”
CFP Certified
150 King St W #232, Toronto, ON M5H 1J9
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King Street Wealth

King Street Wealth

(11)
“Anthony and his team are incredibly organized and super helpful over the last few years, we can not wait to work with them for many more years to come!”
In Business Since 2023
130 Spadina Ave. Suite 408, Toronto, ON M5V 2L4
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Good Investing

Good Investing

(30)
  • Options
  • Ethical
  • Manage
“We started with basic knowledge of investing and Tim taught us so much to give us confidence to start managing our own investments in a way that was completely aligned with our beliefs and values for sustainability.”
In Business Since 1999
720 Bathurst St Suite 203, Toronto, ON M5R 2S4
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Dodick Landau

Dodick Landau

(5)
Executor/Trustee For Hire, Distressed Corporate Advisory, Formal Insolvency Proceedings
“At the same time I felt that I had no alternative but to agree to being the executor as leaving the jumble to a professional agency with no connection to the deceased and his family risked being a disaster for everyone.”
Emergency Services
951 Wilson Ave Suite 15L, Toronto, ON M3K 2A7
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Fuller Financial Solutions - Head Office

Fuller Financial Solutions - Head Office

(14)
  • Patient
  • Debt
  • Sleep
“He was friendly, made you feel comfortable even though you are in a bad situation, he was well prepared to answer all my concerns, he followed up to ensure that I was ok with the process.”
In Business Since 2018
Free Initial Consultation
Licensed
151 Bloor St W Suite 1110, Toronto, ON M5S 2C7
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Eva Sachs Divorce Financial Consulting

Eva Sachs Divorce Financial Consulting

(14)
  • Individuals
  • Fair
  • Separation
“Eva is a wonderful resource and can help to simplify and sort through all of the various financial pieces to help clients move forward with confidence and clarity.”
In Business Since 2008
Transparent Fees & Pricing
58 Princess Margaret Blvd, Toronto, ON M9A 2A1
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Stephen Aubert, Chartered Professional Accountant, CA

Stephen Aubert, Chartered Professional Accountant, CA

(16)
  • Bookkeeping
  • Team
  • Questions
“He was an invaluable resource for me as a new business owner, not only taking care of all of my accounting needs, but taking time to walk me through CRA requirements for my company and giving me an education that I will draw on as my business grows.”
30 Kimbolton Ct, Toronto, ON M1C 3G2
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John Lysack Wealth Management

John Lysack Wealth Management

(16)
  • Goals
  • Financial Advisor
  • Insurance
“From the explanation of that key crucial fact, I was able to move forward and make what I know to be is a wise financial decision for myself and for the future of my investment portfolio.”
325 Front St W 2nd Floor, Toronto, ON M5V 2Y1
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Master Accountants

Master Accountants

(2)
Other Services, Business Start Ups, Self Employed Individuals
“I highly recommend them to for any tax and back office concerns that you may have if like me you own a small business in Ontario.”
In Business Since 2007
Free Initial Consultation
Transparent Fees & Pricing
6 Adelaide St E Suite 310, Toronto, ON M5C 1H6
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Francinedick-Certified Financial Planner

Francinedick-Certified Financial Planner

(13)
  • Insurance
  • Retirement
  • Management
“She also went above and beyond to find the best rates and evaluate many different providers, which was something I especially appreciated as my life insurance needs were a bit more complicated.”
25 Wright Ave, Toronto, ON M6R 1K9
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Standard & Poor's

Standard & Poor's

(1)
Credit Estimates, Credit Ratings, Second Party Opinions
“Approvals!”
In Business Since 1998
Offers Financing Options
Transparent Fees & Pricing
130 King St W suite 1100, Toronto, ON M5X 1K6
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Castlemark Wealth Management

Castlemark Wealth Management

(1)
“They have safely and delicately guided us in planning our savings strategy for our daughters' education, retirement and goal setting.”
Family Business
18+ Years Experience
Transparent Fees & Pricing
CFP Certified
251 Consumers Rd #801, Toronto, ON M2J 1W8
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Retirement Planning and Investment Management Services in Toronto, ON Cost Estimates

Minimum cost
$1250
Maximum cost
$10625
National Average
$3750
Avg Per Hour Rates
$375
$2500
$6875
Fair price range is based on 312 cost profiles
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Average Cost $3750
Minimum cost $1250
Maximum cost $10625
Avg Per Hour Rates $375

Fair range $2500 to $6875 is based on 312 cost profiles.

Why these companies made our list

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Wealth Management Advisors near Toronto

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