Woodbridge, ON

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Woodbridge, ON
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Best Financial Advisors in Woodbridge, ON

24 firms listed · 14 in Woodbridge · 5 open weekends · 17 rated 4.5+

Data verified October 18, 2026

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Sunil Heda, Heda Investments, Manulife Wealth

Sunil Heda, Heda Investments, Manulife Wealth

(10)
  • Options
  • Insurance
  • Knowledge
“The slow and steady approach was determined as we got to see how well he was managing our investments and how impressively the portfolio was managed to optimize maximum returns even in adverse times, all with a very low fee.”
In Business Since 2015
5451 Hwy 7 Suite 206, Woodbridge, ON L4L 0B2
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Execucor Financial

Execucor Financial

(5)
  • Train
  • Business
“I have had a very fantastic business relationship with you and I highly value and appreciate every moment of your exceptional professional and kindly support.”
In Business Since 1999
Offers Financing Options
2 Director Ct Suite # 102, Woodbridge, ON L4L 3Z5
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Roysun Financial

Roysun Financial

(1)
“I've been dealing with Stephen for many years and am thoroughly happy with the service he provides.”
Family Business
21 Roysun Rd Unit #7, Woodbridge, ON L4L 8R3
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Experior Financial Group

Experior Financial Group

In Business Since 2013
Free Initial Consultation
4300 Steeles Ave W #31, Woodbridge, ON L4L 4C2
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Gentile Financial Group

Gentile Financial Group

(2)
“From financial planning to accounting George and his associates are always available to answer our questions”
3 Director Ct, Woodbridge, ON L4L 4S5
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Supreme Financial

Supreme Financial

(2)
“I have a long history with the staff and can say if you are looking for insurance this is the place to call for prompt and friendly service.”
In Business Since 2001
190 Marycroft Ave #3, Woodbridge, ON L4L 5Y1
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The 24 firms listed for Woodbridge, 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: Woodbridge, ON

14 of the 24 firms we list are based in Woodbridge; the other 10 serve Woodbridge from towns including Mississauga, Toronto and Brampton. 19 of the firms on this page have a rating, from 3.7 to 5.0 across 1,706 reviews; 7 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 (95%), responsiveness (73%) and quality (59%). The topics that come up most in reviews of the firms on this page are "expertise", "patient" and "communication". 5 are open on Saturdays and 3 on Sundays. Domain records put 13 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 offers remote or virtual consultations; 1 offers payment plans; 4 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for 23 of the firms on this page; 20 publish a contact page; 22 list a public email and 7 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Woodbridge take financial planning bookings online?

7 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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Ravens Rock Wealth and Estate Planning - Christopher F. Rovert

Ravens Rock Wealth and Estate Planning - Christopher F. Rovert

(1)
“Thank you guys for solving a huge problem and providing the best financial solutions.”
In Business Since 2016
3700 Steeles Ave W, Woodbridge, ON L4L 8M9
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Cutrara Wealth

Cutrara Wealth

In Business Since 2016
3590 Rutherford Rd unit # 24, Woodbridge, ON L4H 3T8
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Vision Financial Solutions

Vision Financial Solutions

In Business Since 2005
Transparent Fees & Pricing
7007 Islington Ave #22, Woodbridge, ON L4L 4T5
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Centurian Financial Services

Centurian Financial Services

30+ Years Experience
Free Initial Consultation
4000 Steeles Ave W Suite 210, Woodbridge, ON L4L 4V9
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Taxplan Canada

Taxplan Canada

In Business Since 2005
Transparent Fees & Pricing
4370 Steeles Ave W #203, Woodbridge, ON L4L 4Y4
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Royalplan Financial

Royalplan Financial

(2)
“Im so glad that I phone your company Arash sef was explaining concisely and precisely and straight forward I'm so happy that I was approved !!”
5100 Rutherford Rd, Woodbridge, ON L4L 0A2
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Winchester Financial

Winchester Financial

100 Arbors Ln unit d, Woodbridge, ON L4L 7G4
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The Mehta Wealth Management Group

The Mehta Wealth Management Group

In Business Since 2012
5451 Hwy 7 Suite 206, Woodbridge, ON L4L 0B2
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Objective Financial Partners

Objective Financial Partners

(50)
  • Expertise
  • Advice
  • Tax
“She has been very helpful in developing an evolving financial plan where we can explore various scenarios that help clarify my questions and provide peace of mind for the future.”
In Business Since 2012
Transparent Fees & Pricing
Remote Consultations Available
Markham, ON
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Awealth

Awealth

(48)
  • Managing
  • Registered Retirement Savings Plan
  • Family
“Not only am I extremely satisfied with the terms of my mortgage and the performance of my investments, but I also feel much more educated in the financial sector.”
Mississauga, ON
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Ai Financial

Ai Financial

(48)
“The company's investment is very professional, the internship environment is particularly good, and colleagues in the company get along very harmoniously.”
Free Initial Consultation
Richmond Hill, ON
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CFS Wealth Management

CFS Wealth Management

(50)
  • Stress
  • Funds
  • Pension
“Mark is very experienced and does a great job explaining the whole process from beginning to end & also does his best to speed up process so you can get your money sooner.”
Vaughan, ON
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Novel Wealth

Novel Wealth

(50)
  • Mind
  • Expertise
  • Team
“Since joining Novel I have recommended this company to friends and family who have thanked me for making what can be an arduous process, uncomplicated.”
In Business Since 2023
Toronto, ON
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Longevity Achieved

Longevity Achieved

(50)
  • Policies
  • Goals
  • Questions
“Sergio helped me see the value in life insurance and critical illness coverage, he explained the ins and outs of the products in an easy-to-understand way.”
In Business Since 2018
Mississauga, ON
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Flatiron Wealth Management

Flatiron Wealth Management

(50)
  • Confident
  • Questions
  • Team
“Andrew, Jeff and the team have always addressed our concerns in a timely and friendly fashion and we feel confident that our portfolio is in the best of hands!”
In Business Since 2021
Toronto, ON
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Legacy Financial

Legacy Financial

(44)
  • Confident
  • Patient
  • Questions
“After that first call I decided to book a follow up consultation to review my finances, Trevor was extremely knowledgeable and thorough in our phone consultation.”
In Business Since 2014
Free Initial Consultation
Toronto, ON
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Vida Financial Group

Vida Financial Group

(45)
  • Confidence
  • Questions
  • Family
“I find that he always has the clients best interest at heart and with knowing that I feel very comfortable with my finances and investments with Vida Financial Group.”
Brampton, ON
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Ferguson Financial Planning | CI Assante Wealth Management

Ferguson Financial Planning | CI Assante Wealth Management

(35)
  • The Future
  • Retirement
  • Goals
“My mother who was a former financial advisor herself was impressed with Jacqueline's acumen and decided to work with her after just one phone meeting.”
In Business Since 2009
Mississauga, ON
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Retirement Planning and Investment Management Services in Woodbridge, ON Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on 343 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Fair range $2000 to $5500 is based on 343 cost profiles.

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