Vaughan, ON

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Vaughan, ON
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Best Financial Advisors in Vaughan, ON

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

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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
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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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Discover how Ira Smith Trustee & Receiver Inc. licensed insolvency trustee in Vaughan can help you with a consumer proposal in Toronto and Vaughan Ontario. Expert guidance on debt relief and financial solutions.

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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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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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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
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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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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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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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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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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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Prudent Asset Management

Prudent Asset Management

(17)
Financial Statements, Goals, Financial Planning
“He has very good experience in getting you good practices if you ever need a honest opinion in terms of numbers and financial standpoint and he can guide you how to proceed with banking requirements and projections for your loan and acceptance.”
In Business Since 2003
235 Derry Rd W, Mississauga, ON L5W 1G3
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Francinedick-Certified Financial Planner

Francinedick-Certified Financial Planner

(12)
  • Retirement
  • Planning
  • Management
“She also went above and beyond to find the best rates and evaluate many different providers, which was something I especially appreciated as my life insurance needs were a bit more complicated.”
25 Wright Ave, Toronto, ON M6R 1K9
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Sharma Wealth Management / Manulife Securities

Sharma Wealth Management / Manulife Securities

(7)
Group Benefits, Insurance, Living Benefits
“Very professional, and genuine group.”
2560 Matheson Blvd E #324, Mississauga, ON L4W 4Y9
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Carruthers Walker Financial

Carruthers Walker Financial

(9)
  • Team
“Carruthers Financial cares about the community they serve - you will often find them giving back to local charities or at the Aurora Chamber of Commerce.”
15054 Yonge St, Aurora, ON L4G 1M4
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Yourlife Financial

Yourlife Financial

(2)
“I am endorsing Colin Marcus, not just for his financial skills but his attention and caring for his clients to give them piece of mind when they need help most, at end of life or just passing the batton to the next family members in line”
Free Initial Consultation
150 Consumers Rd Suite 308, North York, ON M2J 1P9
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Protect Financial

Protect Financial

(1)
“Very knowledgeable Advisor”
Free Initial Consultation
10761 Victoria Square Blvd Suite 205, Markham, ON L6C 1J5
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Adele Garibaldi

Adele Garibaldi

(4)
“She's always available to answer any questions you have.”
365 Evans Ave. Suite 305, Etobicoke, ON M8Z 1K2
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Gentile Financial Group

Gentile Financial Group

(2)
“From financial planning to accounting George and his associates are always available to answer our questions”
3 Director Ct, Woodbridge, ON L4L 4S5
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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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Accountant on Call | Reliable AOC

Accountant on Call | Reliable AOC

(50)
Tax Planning & Returns, Mortgage Solutions, Government Compliance & CRA Representation
“Dhrunil was able to help me file my taxes in such a timely fashion and followed up with me many times to ensure that I did not forget to provide any information.”
In Business Since 2009
NETFILE Certified
Transparent Fees & Pricing
11 Steinway Blvd Unit-12b, Etobicoke, ON M9W 6S9
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Objective Financial Partners

Objective Financial Partners

(50)
Employee Financial Wellness, Money Coaching, Investment Planning
“What we paid for a comprehensive look at our two corporations, holding company, wills, retirement plan and investment plan was pennies on the dollar compared to what we were paying in hidden investment fees.”
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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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.

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