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CFS Wealth Management
- 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.”
Best Financial Advisors in Vaughan, ON
24 firms listed · 7 in Vaughan · 6 open weekends · 22 rated 4.5+
Data verified October 18, 2026
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Pinnacle Reliance Financial Planning
- 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.”
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David Corrado, CFP - Certified Financial Planner
- 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.”
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Scura & Luna
“He is very knowledgeable and he will advise you the most convenient for your taxes and your business according to the law.”
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Burke & Company Limited
“I work here and I love it here”
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IPC Securities Corporation - Rick Umbrio
The 24 firms listed for Vaughan, ON offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.
Area overview: Vaughan, ON
7 of the 24 firms we list are based in Vaughan; the other 17 serve Vaughan from towns including Toronto (14 km), Markham (20 km) and Scarborough (26 km). 22 of the firms on this page have a rating, from 4.8 to 5.0 across 2,207 reviews; 14 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (98%), responsiveness (77%) and quality (64%). The topics that come up most in reviews of the firms on this page are "knowledge", "patient" and "communication". 6 are open on Saturdays and 4 on Sundays. 1 lists staff certifications (CFP). Domain records put 6 websites of the firms on this page at ten or more years old; the oldest dates from 2000. 1 offers remote or virtual consultations; 5 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 18 publish a contact page; 22 list a public email and 7 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Vaughan take financial planning bookings online?
7 of the 24 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.
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Monage
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Objective Financial Partners
- Mind
- Advice
- Decisions
“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.”
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Alpha Oasis
- 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.”
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Etaxcan
- Mind
- Accountant
- Questions
“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.”
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Sharptax Consulting
- Knowledge
- Efficient
- Company
“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.”
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Merrick Financial
- Family
- Retirement
- Report
“With his extensive knowledge & expertise, he provided us with a very comprehensive, tax-efficient retirement income plan tailored to our needs to guide us through our retirement.”
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Ai Financial
“The company's investment is very professional, the internship environment is particularly good, and colleagues in the company get along very harmoniously.”
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Grant Matossian, Cga, CFP
- Attention
- Financial
- Understand
“Grant is professional and has great Tax knowledge (for residents and nonresidents), He will patiently guide you thru all the steps and provide the best recommendation.”
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Green Group - IG Private Wealth Management
- Portfolio
- Questions
- Advisor
“I have been with IG for many years and I have had great success, provided with accurate investment opportunities and assistance with financial matters.”
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Flatiron Wealth Management
- Advice
- Questions
- Expertise
“Working with Jerome throughout managing my finances helped alleviate a great amount of the work involved in reading about, organizing, and optimizing my finances.”
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Novel Wealth
- Confidence
- Expertise
- Portfolio
“Their personalized approach and attention to detail make all the difference, delivering high-yield returns that you want, while maintaining the intimate, tailored experience of a boutique firm”
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Longevity Achieved
- Patient
- Goals
- Future
“What sets him apart from anyone else doing the same job is consistency, curiosity, being on time, showing up, being prepared - always doing what he says he'll do.”
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Legacy Financial
- Understanding
- Patient
- Knowledge
“His depth of knowledge and understanding allows us to communicate with each other very effectively, this has lead to a great learning experience during our meetings.”
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Vida Financial Group
- Team
- Questions
- Understand
“We have working with Kevin over the years and he absolutely never lets us down, he is always willing to help and makes each process as easy as possible for his clients.”
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Bellwether Family Wealth
- Quality
- Market
- Knowledge
“Not only have I had a wholesome/trusting experience with Richard Heinrich and the team, I have seen results which I would deem, beyond impressive and almost surprising with how things are in the world currently.”
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Andreoli Financial Services
- Insurance
- Family
- Saving
“Since we started working together, I have noticed that he puts a lot of effort into communicating frequently, making sure all of my decisions are informed, and taking my questions and concerns seriously.”
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Safri Financial
- Meeting
- Questions
- Solutions
“For our Insurance needs he provided us step by step guidance and right advice and offered a product with right price that no competition can match it.”
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Buxton Financial For Retirement
- Knowledge
- Future
- Cash Flow
“A little more than a year ago, I had a quite few of large financial decisions to make and zero time to research and understand what would make the best financial sense for me.”
Why these companies made our list
What clients say about firms in and near Vaughan
- “Ethan is the most professional financial planning expert I have ever met.” — client of Pinnacle Reliance Financial Planning
- “Andrew was thorough, patient, and detail oriented. He took the time to answer my parents questions and to ensure they understood all the elements of the financial plan.” — client of Objective Financial Partners
- “Communication was super fast and easy, and the turnaround time for the financial plan and projections was very short.” — client of Merrick Financial
- “Marlene took away the stress and guess work with a solid, unbiased and easy to understand financial plan that has the ability to adapt as life events occur.” — client of Buxton Financial For Retirement
- “Financial advisor Jeff Carter is very knowledgeable and designed my portfolio in a way that gives me great peace of mind that my financial future is in good hands.” — client of Novel Wealth
Excerpts from public reviews of the firms listed on this page.
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