Handpicked from 40 vetted & reviewed Financial Planning & Wealth Management firms in the Woodbridge area, discover the top 5 standout choices among the selected group of 24 finalists.
Learn how we score.
Top-rated companies A-Z in Woodbridge
AG Group Enterprise
Execucor Financial
Gentile Financial Group
HPA Financial Services
Sunil Heda, Heda Investments, Manulife Securities
Prominent finalists A-Z in Woodbridge
Centurian Financial Services
Cutrara Wealth
Dynamic Financial
Experior Financial Group
Legacy Insurance & Financial Services
Mint Canadian Capital
Morannon Accounting Group
Ravens Rock Wealth and Estate Planning – Christopher F. Rovert
Royalplan Financial
Roysun Financial
Sawaya CPA – Tax & Accounting Services
Strategic Alliance Financial Group
Supreme Financial
Tailored Dollars
Taxplan Canada
The Bridg Group
Vision Financial Solutions
Wealth & Estate Financial Canada
Winchester Financial
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Gentile Financial Group
(2)
“From financial planning to accounting George and his associates are always available to answer our questions”
“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.”
“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.”
i
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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.”
i
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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.”
i
Best of 2024
Qualification Criteria for best of Winners
Minimum Overall Score
97 (100)
Minimum Reputation Rank
97.8 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.
“I've been dealing with Stephen for many years and am thoroughly happy with the service he provides.”
i
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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...”
i
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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.”
i
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Ravens Rock Wealth and Estate Planning - Christopher F. Rovert
(1)
“Thank you guys for solving a huge problem and providing the best financial solutions.”
i
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Strategic Alliance Financial Group
i
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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.”
i
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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 ...”
i
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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 ...”
i
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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...”
i
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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.”
i
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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 ...”
i
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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...”
i
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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...”
i
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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 !!”
i
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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...”
i
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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...”
i
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Mint Canadian Capital
i
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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.”
i
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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.”
i
Retirement Planning and Investment Management Services in Woodbridge, ON Cost Estimates