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Donald R Dasti & Associates
“Great costumer service”
Best Financial Advisors in Whitby, ON
Handpicked from 35 vetted & reviewed Financial Planning & Wealth Management firms in the Whitby area, discover the top 5 elite providers among the selected group of 24 finalists.
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Geraci Financial Group
Group Rrsp, Buy-Sell Agreement, Tax Planning Year Round
“Tony and his team offer excellent service and are very professional.”
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Sage Advice Financial
Investments, Group Benefits, Mortgages
“If you are looking for a mortgage agent who truly cares about her clients and goes above and beyond to help them achieve their homeownership goals, look no further than Missy @ Finance Hero Whitby.”
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RS Tax Service
“I will definitely do my taxes here next year along with my parents and I will recommend them to anyone looking for a tax place.”
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The Pension Specialists
“Went to figure out what to do about investing my pension after my employers went out of business.”
Qualification Criteria for best of Winners
Minimum Overall Score
95 (100)
Minimum Reputation Rank
98.5 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
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Smith Financial Solutions
“He will guide you in the right direction based on your wants and needs.”
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Ken Huggins
“This is your guy!”
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KFB Financial Services
“I recently contacted KFB for financial advice relating to mortgages and debt and the team was extremely helpful and knowledgeable walking me through some options and explaining the pros and cons.”
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Christopher Simpson, CIM
Wealth Management, Life Insurance, Pension Transitions
“"This award recognizes and celebrates the new generation of highly motivated and talented young professionals whose drive, dedication, personal and professional qualities and accomplishments have brought distinction to the investment/financial indust...”
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Ian Webster the Financial Fighter
“The difference this time is that I had ian's skillful guidance throughout the last process, listened and applied and now through the next few months the worrying of financial pressure is not there.”
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Copetti & Co
“Professional and knowledgeable Kim and team are always available to help especially coordinating CRA, setting up and managing corporate governance and business financial advice.”
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Annex Financial Services
“Great service.”
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The Living Benefits Group
Individual Insurance, Integrated Disability Solutions, Employee Benefits
“The Living Benefits Group is small enough to deliver personalized attention, yet large enough to serve the complex and diverse needs of our clients through a unique network of knowledgeable and experienced experts in Tax and Estate Planning, Corporat...”
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Jeff Salter Aligned Capital Partners
“I have been dealing with Greg for many years and very happy with his service.”
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Greg Salter Cfp,rrc Apex Investments
“Dear friends, We hope this letter finds you well. Since our last correspondence, we have witnessed the failure of a few small U.S. banks, including Silicon Valley Bank (SVB) and uncertainty lingers about the U.S. and European banking systems. Some in...”
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Planning With Bobby
“The easiest way to increase returns is to reduce costs. All else remaining equal, if you reduce costs by 1% your returns will increase by 1%. We've all seen the commercials, reducing costs can have an unexpectedly large impact on your outcomes.”
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Zach Kirkby Cfp, RRC
“With an enhanced team-based approach that provides both local and national industry expertise, Trudy Butt & Associates provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what...”
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Manulife Securities
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The Retire-Rite Lifestyle Solution
“If you are; you should request a family meeting to discuss your parent's current retirement plan. However; if they don't have one; it's time to pump the brakes… Canadians age 50 +; who did not adequately plan for their retirement, know time is agains...”
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IA Private Wealth
Services, Process, Wealth Solutions
“Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection ...”
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GTP TAX Services Inc.
Dealings With the CRA, Filing US Taxes From Canada, Personal Tax
“They were able to give us the clarity and information that we needed to file our taxes accurately and to maximize our return which is a process can be very confusing especially as a new business owner.”
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Harmer Wealth Management Corp.
Real Estate, Investment Management, Life and Disability Insurance
“I am very happy with how the team has started off and how they keep in touch to make sure everything is on track with my current goals and future ones.”
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SSJ Financial Services
Disability Insurance, Registered Education Savings Plan (Resp), Registered Retirement Savings Plan (Rrsp)
“They helped selecting the right policy, answered all queries, helped updating the policy multiple times as per changes in travel plans, and finally the refund at the end of travel was done promptly.”
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Sharptax Consulting
Tax and Accounting, Financial Planning, Business Services
“We are well taken care of, and the service is on time, given with full accountability and respect to our wishes and we would recommend everyone to use them.”
Retirement Planning and Investment Management Services in Whitby, ON Cost Estimates
Minimum cost
$1240
Maximum cost
$10536
National Average
$3719
Avg Per Hour Rates
$372
$2479
$6818
Fair price range is based on
257 cost profiles
Why these companies made our list
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