Best Financial Advisors in Woodbridge, ON

The highest-rated Financial Planning & Wealth Management companies out of 40 vetted & reviewed in the Woodbridge area.

Sunil Heda, Heda Investments, Manulife Securities

Sunil Heda, Heda Investments, Manulife Securities

(10)
Retirement Planning & Estate Strategies, Investment Management, Risk & Insurance Management
“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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AG Group Enterprise

AG Group Enterprise

(7)
Immigration Services, Traffic Tickets, Paralegal Services
“Although this was a very intense and stressful time for me and my family, Ag Group Enterprise did their very best and went above and beyond to help us win our case and get our tenants evicted.”
In Business Since 2021
410 Chrislea Rd Unit#12, Woodbridge, ON L4L 8B5
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Execucor Financial

Execucor Financial

(5)
“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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HPA Financial Services

HPA Financial Services

(1)
Refinancing, Small Business Consulting, Accounting, Bookkeeping, Payroll
“Thankful for this team for their effort in getting us an affordable mortgage rate during a pandemic.”
Offers Financing Options
7600 ON-27 Unit 15A, Woodbridge, ON L4H 0P8
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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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Legacy Insurance & Financial Services

Legacy Insurance & Financial Services

Wealth Management, Insurance Services, Special Needs Services
“Welcome to Legacy Insurance & Financial Services. At Legacy, your insurance and financial well-being are our first priority. We invest our time to review your plans, to help you plan your strategies and then to customize your programs for your benefi...”
In Business Since 1999
3 Director Ct suite 103, 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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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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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.”
3700 Steeles Ave W, Woodbridge, ON L4L 8M9
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Experior Financial Group

Experior Financial Group

“Our success is due to our client solutions, built around our proprietary Expert Financial Analysis software (EFA). It provides our clients with a simple easy to follow Financial Program offered exclusively through Experior Associates.”
In Business Since 2013
4300 Steeles Ave W #31, Woodbridge, ON L4L 4C2
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Strategic Alliance Financial Group

Strategic Alliance Financial Group

3 Director Ct, Woodbridge, ON L4L 4S5
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Cutrara Wealth

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

Vision Financial Solutions

Manulife Products, Investment Services, Financial Planning Process
“As a Certified Financial Planner (CFP) I've received extensive training, placing me among the most knowledgeable and well-trained in the industry. I am here to meet your needs, keep you abreast of the increasing changes in the financial industry and ...”
In Business Since 2005
Transparent Fees & Pricing
7007 Islington Ave #22, Woodbridge, ON L4L 4T5
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Morannon Accounting Group

Morannon Accounting Group

Business Service and Assurance, Business Improvement, Financial Planning
“We are committed to assisting our clients to achieve measurable business objectives and goals, which translate as superior performance for their businesses. Many international professional services firms focus on solving problems and delivering repor...”
Family Business
171 Marycroft Ave Unit 203, Woodbridge, ON L4L 5Y3
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The Bridg Group

The Bridg Group

(8)
  • Culture
  • Company
“Having an elder to take care of, this gives me excitement to know that i don't have to worry about funds and that i can come to a caring place to get educated on investing.”
In Business Since 2011
27 Roytec Rd #9, Woodbridge, ON L4L 8E3
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Taxplan Canada

Taxplan Canada

“Gennaro DeLuca has been my trusted financial advisor for over a decade. His advice has always been conscientious and based on sound principles. Gennaro is invariably professional and his attention to detail appreciated. My questions and concerns are ...”
Transparent Fees & Pricing
4370 Steeles Ave W #203, Woodbridge, ON L4L 4Y4
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Dynamic Financial

Dynamic Financial

“Personal insurance can protect you so that your lifestyle can be maintained if you are ever facing a road to recovery. It will remove some major stresses, which will allow you to focus on what matters most: getting better. Different plans can help yo...”
Free Initial Consultation
3 Director Ct suite 103, Woodbridge, ON L4L 4S5
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Centurian Financial Services

Centurian Financial Services

“Vince graduated from Seneca College with a diploma in Business Administration, and has since also earned his Certified Financial Planner designation. Throughout his years working in the financial services industry, Vince worked in a number of roles f...”
30+ Years Experience
Free Initial Consultation
4000 Steeles Ave W Suite 210, Woodbridge, ON L4L 4V9
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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

“Virtus Financial Group is an Ontario based Company specializing in acquiring and re-developing income producing real estate. The types of properties we purchase typically suffer from weak management/leasing expertise and/or weak ownership. Our intere...”
100 Arbors Ln unit d, Woodbridge, ON L4L 7G4
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Tailored Dollars

Tailored Dollars

“Navigating through the financial products and services can be an overwhelming proposition. Our extensive involvement in all of the areas that your financial health requires, makes us an ideal financial resource for you. By continually updating knowle...”
In Business Since 2019
4040 Steeles Ave W Suite 5, Woodbridge, ON L4L 4Y5
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Mint Canadian Capital

Mint Canadian Capital

4040 Steeles Ave W, Woodbridge, ON L4L 4Y5
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Wealth & Estate Financial Canada

Wealth & Estate Financial Canada

(30)
  • Honest
  • Knowledge
  • Financial Planning
“If you want the best consultancy advise for your queries regarding insurance, wealth , financial control and growth for your savings, you must visit wealth and estate and talk to Seema Sharma.”
In Business Since 2017
Coupons & Offers
218 Export Blvd Suite 411, Mississauga, ON L5S 0A7
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Sawaya CPA - Tax & Accounting Services

Sawaya CPA - Tax & Accounting Services

(49)
  • Information
  • Patient
  • Questions
“He not only helped me establish my dentistry professional corporation but also handled my personal taxes with exceptional knowledge and attention to detail.”
Free Initial Consultation
4141 Yonge St #302, North York, ON M2P 2A8
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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.

Why these companies made our list

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