Woodbridge, ON

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Woodbridge, ON
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Best Financial Advisors in Woodbridge, ON

24 firms listed · 17 in Woodbridge · 7 open weekends · 15 rated 4.5+ · 2 show a licence

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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HPA Financial Services

HPA Financial Services

(1)
“Thankful for this team for their effort in getting us an affordable mortgage rate during a pandemic.”
Licensed
Offers Financing Options
7600 Hwy 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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Experior Financial Group

Experior Financial Group

“Experior Financial Group Inc. has experienced associates throughout Canada who can assist you in reaching your financial goals. You can have one of our highly trained and licensed agents meet with you to assist you with creating a personalized financ...”
In Business Since 2013
Free Initial Consultation
4300 Steeles Ave W #31, Woodbridge, ON L4L 4C2
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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

17 of the 24 firms we list are based in Woodbridge; the other 7 serve Woodbridge from towns including Mississauga, Brampton and Etobicoke. 18 of the firms on this page have a rating, from 3.7 to 5.0 across 1,092 reviews; 7 have 50 or more reviews and 15 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (97%), quality (71%) and responsiveness (71%). The topics that come up most in reviews of the firms on this page are "knowledge", "efficient" and "expertise". 6 are open on Saturdays and 4 on Sundays. 2 show a licence on their websites. Domain records put 14 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 offers remote or virtual consultations; 4 offer payment plans; 4 offer a free initial consultation; 1 is family- or locally-owned and 1 lists coupons or special offers. We have a website on file for 23 of the firms on this page; 21 publish a contact page; 22 list a public email and 5 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?

5 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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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.”
In Business Since 2016
3700 Steeles Ave W, Woodbridge, ON L4L 8M9
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Strategic Alliance Financial Group

Strategic Alliance Financial Group

In Business Since 2006
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

“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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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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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 ...”
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

“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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The Mehta Wealth Management Group

The Mehta Wealth Management Group

“*These calculators are for illustrative purposes only and should not be relied upon as an accurate indication of your financial retirement needs. As each individual's situation is different and changes over time, the results are limited by the accura...”
In Business Since 2012
5451 Hwy 7 Suite 206, Woodbridge, ON L4L 0B2
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DLC - Team Mortgage Assurance

DLC - Team Mortgage Assurance

(47)
  • Mortgage Industry
  • Knowledge
  • Training
“I'm able to close my first deal with in first month with the support and knowledge shared by Ram…All the best to Ram, Rabbiya and Mortgage Assurance Team!!!”
Offers Financing Options
In Business Since 2024
Licensed
Transparent Fees & Pricing
5675 Whittle Rd, Mississauga, ON L4Z 3P8
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Steve Welker and Company

Steve Welker and Company

(49)
  • Sleep
  • Feel
  • Professional
“Your company is a lifesaver and I know you're going to help many many people and I still hope that I'm one of the ones that can go to the end and have a good outcome.”
BBB Accredited
347 Jane St Unit 130, Toronto, ON M6S 3Z3
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Birdi Chartered Professional Accountant

Birdi Chartered Professional Accountant

(50)
  • Understand
  • Communication
  • Questions
“Birdi was instrumental in advising me that relief is available from CRA once (only) under Section 216 returns and he/his firm completed the filing quite professionally.”
Free Initial Consultation
15 Bramsteele Rd, Brampton, ON L6W 3K6
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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
East Tower, 675 Cochrane Dr 6th floor, Markham, ON L3R 0B8
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Accountant on Call | Reliable AOC

Accountant on Call | Reliable AOC

(50)
  • Efficiency
  • Tax Return
  • Team
“Chirag's attention to detail and thorough understanding of tax laws ensure that his clients receive the best possible service and maximize their tax savings.”
In Business Since 2009
Transparent Fees & Pricing
11 Steinway Blvd Unit-12b, Etobicoke, ON M9W 6S9
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Tembo Financial

Tembo Financial

(50)
  • File
  • Sale
  • Team
“On two occasions after the sale of our home they helped us receive the financing we needed to push forward in relocating from Ontario to Prince Edward Island.”
In Business Since 2014
Offers Financing Options
265 Rimrock Rd Suite 202, North York, ON M3J 3C6
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Lexaltico

Lexaltico

(49)
  • Efficient
  • Home
  • Team
“With our best interests in mind, as well as offering reasonable and affordable legal services, ALG has exceeded all expectations and made our journey serene.”
In Business Since 2022
Coupons & Offers
90 Matheson Blvd W Suite 101, Mississauga, ON L5R 3R3
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HomeWealth Management AdvisorsOntarioWoodbridge, ON

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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Financial Advisors near Woodbridge

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