Geraci Financial Group
“Makes you feel at ease and guides your best interests”
Best Financial Advisors in Whitby, ON
15 firms listed · 13 in Whitby · 1 open weekends · 11 rated 4.5+
Data verified October 18, 2026
Donald R Dasti & Associates
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.”
Planning With Bobby
“We feel very fortunate to have him guiding us, and we highly recommend Bobby to anyone looking for expert financial management and future planning.”
The Pension Specialists
Christopher Simpson, CIM
“At the same time, he is a caring individual and he takes all the time necessary to make sure that we are informed and comfortable with all of his suggestions.”
The 15 firms listed for Whitby, 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: Whitby, ON
13 of the 15 firms we list are based in Whitby; the other 2 serve Whitby from Oshawa (8 km). 12 of the firms on this page have a rating, from 4.0 to 5.0 across 89 reviews; 11 are rated 4.5 or higher. 1 is open on weekends. Domain records put 5 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers payment plans and 2 offer a free initial consultation. We have a website on file for 14 of the firms on this page; 13 publish a contact page; 9 list a public email and 1 takes 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.
Why are financial advisers outside Whitby listed here?
13 of the 15 firms are in Whitby itself. The rest come from other towns within 10 km. Registration category and provincial coverage matter more than proximity. Distances are straight-line.
Annex Financial Services
“He has taken the time to explain things thoroughly and suggested best options.”
Ken Huggins
The Living Benefits Group
Jeff Salter Aligned Capital Partners
“I have been dealing with Greg for many years and very happy with his service.”
Greg Salter Cfp,rrc Apex Investments
Manulife Securities
IA Private Wealth
Financial Planner I B G Financial Corp. I the Max Financial
“He always has my best interests in mind, and is quick to respond to any of my questions.”
Johnathan Pollock - Thompson & Pollock Wealth
“My wife and I are so pleased to be dealing with a financial advisor that not only has intense passion for what he does, Johnathan is very good at explaining it to us on our path to a comfortable retirement”
Why these companies made our list
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