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.

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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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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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.”
In Business Since 2014
Free Initial Consultation
105 Consumers Dr, Whitby, ON L1N 1C4
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Jeff Salter Aligned Capital Partners

Jeff Salter Aligned Capital Partners

(1)
“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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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.”
In Business Since 2004
604 Brock St S, Whitby, ON L1N 4K9
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
95 (100)
Minimum Reputation Rank
98 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
Ken Huggins

Ken Huggins

(1)
“This is your guy!”
In Business Since 2018
305 Brock St N, Whitby, ON L1N 4H8
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Christopher Simpson, CIM

Christopher Simpson, CIM

(7)
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...”
In Business Since 2012
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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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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Copetti & Co

Copetti & Co

(1)
“This accounting office is very proffesional and accomodating.”
In Business Since 2002
601 Brock St S, Whitby, ON L1N 4L1
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Annex Financial Services

Annex Financial Services

(1)
“Great service.”
In Business Since 2002
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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Finance Hero

Finance Hero

Investments, Group Benefits, Mortgages
“If you have had to declare bankruptcy, you may be wondering what is next. Bankruptcy is not a financial death sentence. In fact, there are a few things you can do after declaring bankruptcy to help reset your financial status and get a mortgage in th...”
In Business Since 2021
101 Mary St W Unit 101A, Whitby, ON L1N 2R4
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Greg Salter Cfp,rrc Apex Investments

Greg Salter Cfp,rrc Apex Investments

“We hope this letter finds you well. As we write, markets continue to struggle after significant declines from all-time highs reached in December, 2021. Globally, stocks are in a bear market (think: hibernation). In the wake of a huge and surprising r...”
In Business Since 2004
Transparent Fees & Pricing
400 Dundas St W #203, 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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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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Smith Financial Solutions

Smith Financial Solutions

“Mutual funds are offered through Manulife Securities Investment Services Inc. Insurance products and services are offered through Manulife Securities Insurance Inc., and Smith Financial Solutions. Manulife Securities is an indirectly, wholly-owned su...”
In Business Since 2021
305 Brock St N, Whitby, ON L1N 4H8
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GTP TAX Services Inc.

GTP TAX Services Inc.

(20)
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.”
In Business Since 2011
73 Old Kingston Rd, Ajax, ON L1T 3A6
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SSJ Financial Services

SSJ Financial Services

(30)
Disability Insurance, Registered Education Savings Plan (Resp), Registered Retirement Savings Plan (Rrsp)
“Very Much Professional and Honest Advise always!!”
In Business Since 2013
Free Initial Consultation
30 Greenhalf Dr, Ajax, ON L1S 7N6
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Harmer Wealth Management Corp.

Harmer Wealth Management Corp.

(30)
Real Estate, Investment Management, Life and Disability Insurance
“I also appreciate the personal care that is provided by all staff, and the periodic updates from Chad Harmer who shares his views as to where the economy is going and why they will emphasize certain markets and sectors over others.”
In Business Since 2019
Transparent Fees & Pricing
Licensed
Offers Financing Options
Serving Whitby Area
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The Accounting Doc

The Accounting Doc

(23)
Specialized Services, More Services
“Inspire of me not having all the necessary documents and this is the first time me filing the taxes, Salman helped me collate all the documents and also finalised on the refund amount in a simple and accurate way.”
In Business Since 2019
Free Initial Consultation
Transparent Fees & Pricing
1465 Pickering Pkwy Unit 100, Pickering, ON L1V 7G7
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Sharptax Consulting

Sharptax Consulting

(30)
Tax and Accounting, Financial Planning, Business Services
“My friends I truly believe it's worth investing money in the expertise of Sharptax because you might just receive even more on your tax return than you would anywhere else, and you have the peace of mind knowing your taxes were handled by a true prof...”
In Business Since 2017
12 Northvale Rd, Markham, ON L6B 1G4
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Etaxcan

Etaxcan

(29)
Personal Tax Returns, Tax Planning / Financial Planning, Accounting & Book Keeping
“They received me gently and hear about my resquest.”
In Business Since 2021
10 Milner Business Ct #300, Scarborough, ON M1B 3C6
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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.

Why these companies made our list

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