Whitby, ON

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Whitby, ON
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Best Financial Advisors in Whitby, ON

The highest-rated Financial Planning & Wealth Management companies out of 35 vetted & reviewed in the Whitby area.

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Sage Advice Financial

Sage Advice Financial

(6)
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.”
101 Mary St W Unit 101A, Whitby, ON L1N 2R4
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Geraci Financial Group

Geraci Financial Group

(2)
Group Rrsp, Buy-Sell Agreement, Tax Planning Year Round
“Tony and his team offer excellent service and are very professional.”
Free Initial Consultation
105 Consumers Dr, Whitby, ON L1N 1C4
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RS Tax Service

RS Tax Service

(6)
“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.”
In Business Since 2013
Family Business
105 Mary St W, Whitby, ON L1N 2R4
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Donald R Dasti & Associates

Donald R Dasti & Associates

(1)
“Great costumer service”
In Business Since 1998
Free Initial Consultation
125 Mary St E, Whitby, ON L1N 2P3
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Ken Huggins

Ken Huggins

(1)
“This is your guy!”
305 Brock St N, Whitby, ON L1N 4H8
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KFB Financial Services

KFB Financial Services

(1)
“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.”
In Business Since 2005
326 Dundas St E 2nd floor, Whitby, ON L1N 2J1
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Smith Financial Solutions

Smith Financial Solutions

(1)
“He will guide you in the right direction based on your wants and needs.”
305 Brock St N, Whitby, ON L1N 4H8
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The Pension Specialists

The Pension Specialists

(1)
“Went to figure out what to do about investing my pension after my employers went out of business.”
604 Brock St S, Whitby, ON L1N 4K9
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Christopher Simpson, CIM

Christopher Simpson, CIM

(6)
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...”
66 Baldwin St Suite 204, Whitby, ON L1M 0L6
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Ian Webster the Financial Fighter

Ian Webster the Financial Fighter

(2)
“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.”
In Business Since 2011
Transparent Fees & Pricing
3251 Country Ln, Whitby, ON L1P 1T5
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Copetti & Co

Copetti & Co

(3)
“Professional and knowledgeable Kim and team are always available to help especially coordinating CRA, setting up and managing corporate governance and business financial advice.”
601 Brock St S, Whitby, ON L1N 4L1
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Annex Financial Services

Annex Financial Services

(1)
“Great service.”
326 Dundas St E, Whitby, ON L1N 2J1
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The Living Benefits Group

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...”
In Business Since 2004
Offers Financing Options
310 Byron St S #4, Whitby, ON L1N 4P8
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Jeff Salter Aligned Capital Partners

Jeff Salter Aligned Capital Partners

“I have been dealing with Greg for many years and very happy with his service.”
In Business Since 2011
Transparent Fees & Pricing
[email protected], 400 Dundas St W Suite 205, Whitby, ON L1N 2M7
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Greg Salter Cfp,rrc Apex Investments

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...”
Transparent Fees & Pricing
400 Dundas St W #203, Whitby, ON L1N 8Y8
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Planning With Bobby

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.”
In Business Since 2016
105 Consumers Dr Unit 2, Suite 174, Whitby, ON L1N 1C4
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Zach Kirkby Cfp, RRC

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...”
In Business Since 2021
111-1614 Dundas St E, Whitby, ON L1N 8Y8
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Manulife Securities

Manulife Securities

305 Brock St N, Whitby, ON L1N 4H8
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The Retire-Rite Lifestyle Solution

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...”
In Business Since 2020
1-813 Dundas St W, Whitby, ON L1N 2N6
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IA Private Wealth

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 ...”
400 Dundas St E unit 3, Whitby, ON L1N 0K1
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Anna Armata - Chartered Professional Accountant

Anna Armata - Chartered Professional Accountant

(15)
  • Work
“Not only did Anna finish my taxes in a timely manner, but she informed me of everything that my previous accountant did wrong and helped me resolve them by explaining to me with what I should do to avoid those mistakes in the future.”
In Business Since 2012
Free Initial Consultation
39 Napiermews Dr, Ajax, ON L1T 0C9
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Johnathan Pollock - Thompson & Pollock Wealth

Johnathan Pollock - Thompson & Pollock Wealth

(7)
“Given my limited financial knowledge, he has been able to simplify all concepts and making it easier for me to understand and navigate through various financial matters.”
In Business Since 2022
179 King St E Second Floor, Oshawa, ON L1H 1C2
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Durham Asset Management

Durham Asset Management

(1)
“Gives you the best and consistent returns on your investment.”
Free Initial Consultation
110 Ritchie Ave, Ajax, ON L1S 7G5
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Harmer Wealth Management Corp.

Harmer Wealth Management Corp.

(50)
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.”
In Business Since 2019
Transparent Fees & Pricing
Licensed
Offers Financing Options
Serving Whitby Area
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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
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Average Cost $3719
Minimum cost $1240
Maximum cost $10536
Avg Per Hour Rates $372

Fair range $2479 to $6818 is based on 257 cost profiles.

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