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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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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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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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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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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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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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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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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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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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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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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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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