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Sunil Heda, Heda Investments, Manulife Wealth
“Working with Sunil has been extremely flawless, just what you need when you are looking to get your financials professionally managed.”
Best Financial Advisors in Woodbridge, ON
24 firms listed · 13 in Woodbridge · 3 open weekends · 17 rated 4.5+
Data verified October 21, 2026
Execucor Financial
“David Train might be short but he is a giant in his trade.”
Roysun Financial
“I've been dealing with Stephen for many years and am thoroughly happy with the service he provides.”
Gentile Financial Group
“From financial planning to accounting George and his associates are always available to answer our questions”
Supreme Financial
Royalplan Financial
“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 !!”
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
13 of the 24 firms we list are based in Woodbridge; the other 11 serve Woodbridge from towns including Markham, Mississauga and North York. 18 of the firms on this page have a rating, from 4.1 to 5.0 across 1,395 reviews; 11 have 50 or more reviews and 17 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "patient", "expertise" and "understanding". 3 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are bookkeeping (2), estate planning (2), payroll (2) and retirement planning (2). 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; 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 19 publish a contact page; 22 list a public email and 8 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?
8 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.
Cutrara Wealth
Vision Financial Solutions
Taxplan Canada
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Centurian Financial Services
The Mehta Wealth Management Group
Marric Financial Services Corp.
Winchester Financial
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Objective Financial Partners
“She is in tune with our personal goals, and offers non-prejudice, tailored financial advice that meets our specific needs.”
AMR Services
“I've been going to Angela for my taxes for over 20 years.”
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Awealth
“Portfolio is rock solid, returns are over delivering year of year and I have a written financial plan, again something that the bank never offered me.”
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Ferguson Financial Planning | CI Assante Wealth Management
“A Very detailed explanation of something about finances is really helpful for someone like me who wanted to pursue new beginnings in Canada.”
Vertical CPA / Taxhelp.ca
“He also did an excellent job at the end of fully explaining the assessment in a way that was very easy to understand.”
CFS Wealth Management
“Mark is Very knowledgeable, keeping you in loop explaining every step , so nice to have confidence in this company to give you peace of mind”
Flatiron Wealth Management
“Excellent experience with the Flatiron Wealth Management group - values-driven and client-centred.”
Armen Martirosyan
“He would go out of his way to help you and gives you honest advice.”
Vida Financial Group
“He took the time to answer our questions and explain how the process works and next steps and options available to us.”
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Aaron Wealth Management
“David is clearly an expert and demonstrates a authentic interest in understanding his customers and their needs”
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Novel Wealth
“I chose the team at Novel Wealth because their "Family Office" approach makes everything so simple.”
Why these companies made our list
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