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Geraci Financial Group
“Tony and his team offer excellent service and are very professional.”
Best Financial Advisors in Whitby, ON
24 firms listed · 16 in Whitby · 4 open weekends · 17 rated 4.5+ · 2 show a licence
Data verified October 18, 2026
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Sage Advice Financial
“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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Donald R Dasti & Associates
“Great costumer service”
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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.”
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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
- Portfolio
- Results
- Team
“"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...”
The 24 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
16 of the 24 firms we list are based in Whitby; the other 8 serve Whitby from towns including Scarborough (25 km), Ajax (8 km) and Oshawa (8 km). 19 of the firms on this page have a rating, from 4.0 to 5.0 across 554 reviews; 6 have 50 or more reviews and 17 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (99%), responsiveness (92%) and quality (77%). The topics that come up most in reviews of the firms on this page are "knowledge" and "efficient". 4 are open on Saturdays and 3 on Sundays. The services the firms on this page list most often on their websites are corporate tax returns (2), life insurance (2), mortgages (2) and personal tax returns (2). 2 show a licence on their websites. Domain records put 7 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 2 offer payment plans and 2 offer a free initial consultation. 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.
Do firms listed for Whitby take financial planning bookings online?
6 of the 24 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.
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Copetti & Co
- Team
“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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Ken Huggins
“This is your guy!”
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Annex Financial Services
“Great service.”
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The Living Benefits Group
“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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Manulife Securities
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Zach Kirkby Cfp, RRC
“With an enhanced team-based approach that provides both local and national industry expertise, we provide you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what is right for your uni...”
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IA Private Wealth
“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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Harmer Wealth Management Corp.
- Efficient
- Refinance
- Team
“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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Etaxcan
- Family
- Priced
- Financial
“It was a great experience, I never believe I could get my income tax return without paying money, this is the right place to file your taxes, (guys is free)am so excited Thanks for your service.”
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Sharptax Consulting
- Accountant
- Software
- Family
“With the professional support and advice of Sharptax consulting we were not only able to submit the late returns but also got the refund of more than $10K.”
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Mustafai Immigration
- Permit
- Letter
- Visa
“It took longer than expected but that was due to the timing of Covid, Bushra still guided us through the entire process and was very understanding and patient.”
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Patel Accounting and Taxation
- Country
- Solution
- Knowledge
“His questions are always direct and succinct, they demonstrate a solid understanding both of my situation and of the tax requirements and implications.”
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Financial Planner I B G Financial Corp. I the Max Financial
- Life
- Goals
- Family
“A new job, new baby, new house, whatever stage you are at, Brandon can assess your situation to provide you a thoughtful recommendation to keep you in line with your goals.”
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Safri Financial
- Insurance
- Interest
- Professional
“Shabbir is an experienced financial professional who will concretely advise individuals to match the industry needs and aspirations of each client, the best part is that he will positively look into finding solutions to enhance the benefit of his ser...”
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GTP TAX Services Inc.
- Team
- Advice
“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.”
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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