Best Financial Advisors in Vaughan, ON

The highest-rated Financial Planning & Wealth Management companies out of 33 vetted & reviewed in the Vaughan area.

CFS Wealth Management

CFS Wealth Management

(50)
  • Communication
  • Funds
  • Job
“Mark is very experienced and does a great job explaining the whole process from beginning to end & also does his best to speed up process so you can get your money sooner.”
9131 Keele St Unit A4, Vaughan, ON L4K 0G7
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National Debt Relief - Canada Debt Relief Professionals

National Debt Relief - Canada Debt Relief Professionals

(48)
  • Finance Director
  • Compassionate
  • Sleep
“I reached out to National Debt relief for help and had the pleasure of working with Sarah, she was very helpful and explained everything how it worked.”
9131 Keele St, Vaughan, ON L4K 0G7
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Ira Smith Trustee & Receiver

Ira Smith Trustee & Receiver

(25)
Personal Services, Corporate Services, Creditor Services
“Ira's willingness to address our legal queries, despite not being his formal clients, speaks volumes about his dedication to providing valuable assistance.”
In Business Since 2005
167 Applewood Crescent #6, Vaughan, ON L4K 4K7
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Pinnacle Reliance Financial Planning

Pinnacle Reliance Financial Planning

(23)
  • Family
  • Insurance
  • Questions
“No matter what requirements I have or any life changes I encounter, Ethan can give me the most pertinent advice and the most reasonable plan based on our family situation.”
In Business Since 2018
376 Lady Valentina Ave, Vaughan, ON L6A 4T9
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David Corrado, CFP - Certified Financial Planner

David Corrado, CFP - Certified Financial Planner

(17)
  • Market
  • Needs
  • Happy
“David has turned my financial goals into a plan by helping me understand various investments and their implications, and proposing options that align with my needs.”
7300 Keele St Suite 103, Vaughan, ON L4K
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Rosenberg Smith & Partners

Rosenberg Smith & Partners

(2)
“They are very responsive, patient and high attention to detail.”
In Business Since 2000
7300 Keele St, Vaughan, ON L4K
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Scura & Luna

Scura & Luna

(2)
“He is very knowledgeable and he will advise you the most convenient for your taxes and your business according to the law.”
4 Director Ct Suite 203, Vaughan, ON L4L 3Z5
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Burke & Company Limited

Burke & Company Limited

(1)
“I work here and I love it here”
In Business Since 2000
8 Kellam St, Vaughan, ON L0J 1C0
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IPC Securities Corporation - Rick Umbrio

IPC Securities Corporation - Rick Umbrio

“READY TO WORK WITH AN IPC ADVISOR? To work with an IPC Advisor in your neighbourhood, please complete this form and a member of our team will be in touch with you within 24-48 hours.”
Free Initial Consultation
3300 Steeles Ave W Unit 32, Vaughan, ON L4K 2Y4
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Monage

Monage

“Monage Development stands at the forefront of the real estate development industry as a distinguished firm with a broad spectrum of expertise. Our services encompass every aspect of the real estate development process, starting with the identificatio...”
259 Edgeley Blvd Unit 4, Vaughan, ON L4K 3Y4
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Accounting Plus Financial Services

Accounting Plus Financial Services

(49)
Accounting & Bookkeeping, Business Advisory & Tax Planning, 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.”
In Business Since 2005
Remote Consultations Available
Serving Vaughan Area
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Steve Welker and Company

Steve Welker and Company

(49)
  • Mind
  • Feel
  • 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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DLC - Team Mortgage Assurance

DLC - Team Mortgage Assurance

(47)
Vacation Home Mortgage, Mortgage Renewals, New To Canada
“They patiently addressed all my inquiries, offered tailored support, and provided actionable insights that have been instrumental in my professional development.”
Offers Financing Options
In Business Since 2024
Licensed
Transparent Fees & Pricing
5675 Whittle Rd, Mississauga, ON L4Z 3P8
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Objective Financial Partners

Objective Financial Partners

(50)
Family Financial Planning, Tax Planning and Preparation, Investment Planning
“In particular, we needed a strategy for how to approach our finances, not a bunch of products to buy, so we are grateful for their 'advice only' approach, and tailored solution for each client.”
Remote Consultations Available
In Business Since 2012
CGA Certified
Transparent Fees & Pricing
East Tower, 675 Cochrane Dr 6th floor, Markham, ON L3R 0B8
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Birdi Chartered Professional Accountant

Birdi Chartered Professional Accountant

(50)
Incorporation, Corporate Taxes, Personal Taxes
“Gurrai Birdi from Birdi CPA reached out to me quickly and worked with me to gather all the documents required to get the certificate issued a lot earlier than I originally thought.”
Free Initial Consultation
15 Bramsteele Rd, Brampton, ON L6W 3K6
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Accountant on Call | Reliable AOC

Accountant on Call | Reliable AOC

(50)
Tax Planning & Returns, Mortgage Solutions, Government Compliance & CRA Representation
“Chirag's attention to detail and thorough understanding of tax laws ensure that his clients receive the best possible service and maximize their tax savings.”
In Business Since 2009
Transparent Fees & Pricing
11 Steinway Blvd Unit-12b, Etobicoke, ON M9W 6S9
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Tembo Financial

Tembo Financial

(50)
Debt Consolidation Loans Ontario, 1st, 2nd, & 3rd Mortgages, Stop Power of Sale
“They are extremely, knowledgeable, honest, thorough, and very professional They go above and beyond and always respond to calls and emails in a timely fashion.”
In Business Since 2014
Offers Financing Options
265 Rimrock Rd Suite 202, North York, ON M3J 3C6
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Lexaltico

Lexaltico

(49)
Tax Consulting, Business Services, Canadian Relocation Package
“They've been very prompt in responding to my inquiries and have provided clear and helpful advice throughout the process, especially as a first-time homebuyer.”
In Business Since 2022
Coupons & Offers
90 Matheson Blvd W Suite 101, Mississauga, ON L5R 3R3
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Sawaya CPA - Tax & Accounting Services

Sawaya CPA - Tax & Accounting Services

(50)
  • Financial
  • Information
  • Tax Return
“He not only helped me establish my dentistry professional corporation but also handled my personal taxes with exceptional knowledge and attention to detail.”
Free Initial Consultation
4141 Yonge St #302, North York, ON M2P 2A8
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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
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The Money Mint

The Money Mint

(50)
  • Stress
  • Expertise
  • Buyer
“He created an easy to understand spreadsheet that allowed me to understand the various rates, buying scenarios, and monthly costs associated with the mortgage.”
20+ Years Experience
Offers Financing Options
2600 Skymark Ave Bldg 10, Unit 104, Mississauga, ON L4W 5B2
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Alpha Oasis

Alpha Oasis

(50)
  • Confidence
  • Family
  • Financial Services
“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
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Rethink CPA Professional Corporation

Rethink CPA Professional Corporation

(50)
Small Businesses, Realtors & Prec, Real Estate Investors
“Since our initial contact shortly after incorporating, Joseph has consistently demonstrated a level of professionalism and expertise that has greatly benefited our business.”
In Business Since 2020
95 Mural St #600, Richmond Hill, ON L4B 3G2
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Harris & Partners

Harris & Partners

(46)
Debt Relief Services, Debt Relief For Businesses
“Thank you, Harries and Partners, and a special thank you to Ricky Dsouza for helping us navigate through a difficult time with such professionalism and care.”
In Business Since 2013
Free Initial Consultation
8920 Woodbine Ave #104, Markham, ON L3R 9W9
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Retirement Planning and Investment Management Services in Vaughan, ON Cost Estimates

Minimum cost
$1246
Maximum cost
$10585
National Average
$3736
Avg Per Hour Rates
$374
$2491
$6849
Fair price range is based on 251 cost profiles
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Average Cost $3736
Minimum cost $1246
Maximum cost $10585
Avg Per Hour Rates $374

Fair range $2491 to $6849 is based on 251 cost profiles.

Why these companies made our list

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