Best Financial Advisors in Vaughan, ON

Handpicked from 33 vetted & reviewed Financial Planning & Wealth Management firms in the Vaughan area, discover the top 5 standout choices among the selected group of 24 finalists.

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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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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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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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
98 (100)
Minimum Reputation Rank
99.6 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
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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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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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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Kothai Accounting l Accounting and Advisory Services

Kothai Accounting l Accounting and Advisory Services

(38)
  • Knowledge
  • Pricing
  • Gentleman
“He patiently answered all my tax questions and went above and beyond in making me understand the entire process as well as educating me on a few concepts.”
In Business Since 2020
7205 Goreway Dr B2, Mississauga, ON L4T 2T9
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Amlb Cpas and Consulting

Amlb Cpas and Consulting

(26)
Doctors & Dentists, CFO Advisory, Financial Planning
“In just over a year working with AMLB, our systems and processes have improved significantly, allowing for far greater transparency, efficiency and focus on our core business.”
Remote Consultations Available
Serving Vaughan Area
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Flip My Life

Flip My Life

(26)
Insurance, Investments, Personal Financial Planning
“Sarah's expertise, professionalism and her honest opinion on various services and products is the reason why I have been doing business with her for years.”
In Business Since 2018
95 Mural St 6th Floor, Richmond Hill, ON L4B 3G2
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Wealth & Estate Financial Canada

Wealth & Estate Financial Canada

(30)
  • Goals
  • Knowledge
  • Family
“If you want the best consultancy advise for your queries regarding insurance, wealth , financial control and growth for your savings, you must visit wealth and estate and talk to Seema Sharma.”
In Business Since 2017
218 Export Blvd Suite 411, Mississauga, ON L5S 0A7
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Affinity Capital Management Inc.

Affinity Capital Management Inc.

(19)
Member Toolkit, Financial Tools & Calculators, Member Resources
“I learned of Affinity Capital Management as part of a gift-bag donated to healthcare workers, due to the cancellation of the Health and Wellness expo, as result of COVID-19.”
55 Commerce Valley Dr W #502, Thornhill, ON L3T 7V9
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Fox-Revett & Associates

Fox-Revett & Associates

(14)
  • Meetings
  • IG
  • Mind
“As a consummate professional, David shares his expertise and offers his insight based on his many years as a financial advisor, and knows the market intrinsically.”
In Business Since 2015
17310 Yonge St Suite 10A, Newmarket, ON L3Y 7R9
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Greenwood Wealth | Worldsource Securities

Greenwood Wealth | Worldsource Securities

(9)
  • Finances
“Brendan is a great person with a lot of knowledge about his job and will do the best job to increase your future goals so with that in mind who ever is not a client yet should probably get cracking and start thinking about there future.”
In Business Since 2018
200 Ronson Dr #310, Etobicoke, ON M9W 5Z9
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Yanchen Lucia Fu-Cpa, Professional Corporation

Yanchen Lucia Fu-Cpa, Professional Corporation

(1)
“Really Impressed by high quality services and reasonable rates Positive Responsiveness, Quality, Professionalism, Value”
Transparent Fees & Pricing
Offers Financing Options
255 Duncan Mill Rd Suite 512, North York, ON M3B 3H9
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NSD Accounting

NSD Accounting

(3)
Tax Planning & Returns, Mortgage Solutions, Government Compliance & CRA Representation
“Their team have provided invaluable guidance, helping us not only manage our finances efficiently but also make strategic decisions for the growth.”
In Business Since 2021
11 Steinway Blvd, Etobicoke, ON M9W 6S9
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Antares Financial

Antares Financial

(5)
  • Professional
  • Team
“They're very friendly and accommodating!”
18 Bayridge Dr, Brampton, ON L6P 2H9
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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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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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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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