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.

CFS Wealth Management

CFS Wealth Management

(50)
  • Family
  • Job
  • Company
“I went to my bank where my LIF (Life investment Fund)is deposited my ONLY hope to pay my assessment, but they refused my request NOT until my condo will be foreclosed.”
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

(47)
  • Shoulders
  • Information
  • Job
“The national debt relief program is amazingThey help me Consolidate all my debt jennie Gerigs was very helpful in getting all my paperwork in order and got me a really good payment plan”
9131 Keele St Unit A4, Vaughan, ON L4K 0G7
i
Ira Smith Trustee & Receiver

Ira Smith Trustee & Receiver

(24)
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

(18)
  • Needs
  • Family
  • Goals
“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.”
7300 Keele St, Vaughan, ON L4K
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
96 (100)
Minimum Reputation Rank
97.7 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
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
i
Investment Planning Counsel - Rick Umbrio

Investment Planning Counsel - Rick Umbrio

“Planning is personal. We provide different levels of service that you can choose from – so you get what's most effective for you. We will help you find your preferred approach – whether you want to plan for a specific target goal, comprehensive wealt...”
405-3901 Highway #7 West, Vaughan, ON L4L 8L5
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Monage

Monage

“Monage Holding is a dynamic investment and management firm, comprising two innovative branches: Monage Digital and Monage Development. Monage Digital is a specialist in navigating the digital investment landscape, providing expert guidance in cryptoc...”
259 Edgeley Blvd Unit 4, Vaughan, ON L4K 3Y4
i
Wealth & Estate Financial Canada

Wealth & Estate Financial Canada

(30)
  • Passion
  • 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
Coupons & Offers
218 Export Blvd Suite 411, Mississauga, ON L5S 0A7
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Alpha Oasis

Alpha Oasis

(50)
  • Family
  • Financial Services
  • Investment
“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

(49)
  • Corporate
  • Patient
  • Tax Return
“Ed was amazing - very knowledgeable, professional and, most importantly for a lay client, incredibly patient and kind while explaining every detail of the process.”
Free Initial Consultation
4141 Yonge St #302, North York, ON M2P 2A8
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Flatiron Wealth Management

Flatiron Wealth Management

(50)
  • Advice
  • Portfolio
  • Questions
“He has made the whole process very easy including understanding how much we need to put our minds at ease as well as explaining the different products available.”
In Business Since 2021
49 Wellington St E #400, Toronto, ON M5E 1C9
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Pinnacle Accounting AND TAX Consultants

Pinnacle Accounting AND TAX Consultants

(49)
  • Family
  • Tax Return
  • Questions
“He has been outstanding and patient while answering all my questions to deliver exceptional assitance and accurate services on both personal and corporate tax side.”
In Business Since 2023
18 Kenaston Gardens, North York, ON M2K 3C7
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Amlb Cpas and Consulting

Amlb Cpas and Consulting

(25)
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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Dethomas Wealth Management

Dethomas Wealth Management

(16)
Private Wealth, Planning & Insurance, Portfolio Management
“Would highly recommend their services if you are looking to grow your RRSP's, my funds have had great performance over the years and the staff are very knowledgeable, explaining all my options so that I can have the retirement I am hoping for.”
In Business Since 2016
Expensive Price Tag
Family Business
9033 Leslie St Unit 1, Richmond Hill, ON L4B 4K3
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Nannytax

Nannytax

(19)
  • Taxes
  • Payroll
  • Questions
“Their prices are reasonable and they are on top of everything and turn-around is very quick.”
Transparent Fees & Pricing
Serving Vaughan Area
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Tax Doctors Canada

Tax Doctors Canada

(19)
Bookkeeping Services, Personal Tax Returns, Tax Planning
“Blair has provided me with extensive information about life, critical illness, and disability insurance and has arranged all of the policies while making it as simple as possible for me.”
250 Main Street Markham N, Markham, ON L3P 1Y7
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Affinity Capital Management Inc.

Affinity Capital Management Inc.

(19)
Insightful Readings, Member Toolkit, 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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Thompson Financial Services

Thompson Financial Services

(1)
Buy-Sell Agreement, Benefits of a Financial Plan, Health and Dental Insurance
“Will always recommend them to all in my professional circle and family and friends.”
Free Initial Consultation
Serving Vaughan Area
i
Levesque Wealth Planning

Levesque Wealth Planning

“Linda and Dan have a lot of experience.”
In Business Since 2014
2075 Kennedy Rd 5th Fl, Scarborough, ON M1T 3V3
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Steve Welker and Company

Steve Welker and Company

(50)
  • 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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Lexaltico

Lexaltico

(50)
Tax Consulting, Business Services, Canadian Relocation Package
“With our best interests in mind, as well as offering reasonable and affordable legal services, ALG has exceeded all expectations and made our journey serene.”
In Business Since 2022
Coupons & Offers
90 Matheson Blvd W Suite 101, Mississauga, ON L5R 3R3
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Balwinder Financial

Balwinder Financial

(50)
Life Insurance, Travel Insurance, Investments
“The best you can find in town she helped me a lot with the kids RESP very kind and honest person you can trust I recommend her to anyone and everyone Balwinder's been doing this for many years lots of experience known her for 19 years now can never b...”
In Business Since 2014
Free Initial Consultation
1315 Derry Rd E #2, Mississauga, ON L5T 1B6
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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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