157 Best Financial Consultants in Canada

"Finovo | Financial Planning" appears in the top ten due to the company's client-focused strategy, truly unbiased advice, and recurrent deliveries of top-notch and customizable financial plans. The firm's clients express their contentment with the professionalism and expertise of its lead adviser, Russ, and recommend Finovo's services with consistent emphas more...

"Finovo | Financial Planning" appears in the top ten due to the company's client-focused strategy, truly unbiased advice, and recurrent deliveries of top-notch and customizable financial plans. The firm's clients express their contentment with the professionalism and expertise of its lead adviser, Russ, and recommend Finovo's services with consistent emphasis on simplification of complex financial tasks through unbiased guidance. Their evaluations highlight how Finovo's fee-only, advice-only financial planning services have simplified their financial decision-making. The firm promotes a collaborative and educational approach as part of their wholesome approach to financial planning and well-being. The growing number of people requesting customized advice has contributed to Finovo's establishment as a vital partner in any financial project's success.

Kamal Atwal's excellence as a RESP Sales Representative at Knowledge First Financial guarantees a top ten rank in the industry. Many customers admire her extensive expertise, quick responses, and adeptness at explaining complex RESP concepts. Kamal makes the entire experience smooth and friendly, easing clients' worries with her professionalism and comprehensive knowledge. Numer more...

Kamal Atwal's excellence as a RESP Sales Representative at Knowledge First Financial guarantees a top ten rank in the industry. Many customers admire her extensive expertise, quick responses, and adeptness at explaining complex RESP concepts. Kamal makes the entire experience smooth and friendly, easing clients' worries with her professionalism and comprehensive knowledge. Numerous reviews remark on how Kamal’s tailored advice and constant support help clients make sound financial decisions for their future students. Her capacity to instill confidence and simplify finances makes her a respected and invaluable partner for families across Canada.

Objective Financial Partners Inc. is in the top ten best listing for their distinctive fee-only financial planning service. Clients admire Nancy Grouni and Andrew Dobson for their hard work, extensive advice, and customized service. The company serves clients with diverse financial backgrounds who require objective, comprehensive strategies without feeling pressured to choose sp more...

Objective Financial Partners Inc. is in the top ten best listing for their distinctive fee-only financial planning service. Clients admire Nancy Grouni and Andrew Dobson for their hard work, extensive advice, and customized service. The company serves clients with diverse financial backgrounds who require objective, comprehensive strategies without feeling pressured to choose specific investment or insurance products. Clients appreciate the clear, personalized communication, which gives them confidence and peace of mind about their financial security in whatever life brings. This client-centered focus provides extensive, personalized financial planning to all clients, which makes them a top competitor.

Vision Consultancy is ranked in the top ten list for its stellar immigration and education consultancy services in Canada. The company has over nine years of experience and provides client-centric support, which results in high satisfaction levels. Endorsements mention the firm’s ability to issue offer letters in a single day and guarantee approvals for complex applications. The more...

Vision Consultancy is ranked in the top ten list for its stellar immigration and education consultancy services in Canada. The company has over nine years of experience and provides client-centric support, which results in high satisfaction levels. Endorsements mention the firm’s ability to issue offer letters in a single day and guarantee approvals for complex applications. The expert teams are reliable, cordial, and well-versed in the visa process. Vision Consultancy has also received consistently positive feedback about its helpfulness, professionalism, and expedited services. These factors make Vision Consultancy a highly reputed service provider and a go-to option for education and immigration consulting in Canada.

Anupreet Malik - Sun Life Advisor is in the top ten list due to her dedication to clients, honesty, and transparency. Clients praise her in-depth advice, relationship prioritization, Avail of the best strategy for you, and persistent assistance while carrying out claims. Anu's professionalism and consideration have solidified her reputation as a top expert in the field. more...

Anupreet Malik - Sun Life Advisor is in the top ten list due to her dedication to clients, honesty, and transparency. Clients praise her in-depth advice, relationship prioritization, Avail of the best strategy for you, and persistent assistance while carrying out claims. Anu's professionalism and consideration have solidified her reputation as a top expert in the field.

The McGuire Financial Group is a top-ten financial firm due to its exceptional service, support, and education. Reviews highlight the firm’s professionalism, tailored programs, and its ability to help clients understand complex topics. Glen McGuire and his team consistently put their clients’ interests first. Positive reviews indicate trust, satisfaction, and long-term relations more...

The McGuire Financial Group is a top-ten financial firm due to its exceptional service, support, and education. Reviews highlight the firm’s professionalism, tailored programs, and its ability to help clients understand complex topics. Glen McGuire and his team consistently put their clients’ interests first. Positive reviews indicate trust, satisfaction, and long-term relationships with the firm.

Becker Orr Wealth Management has made it into the top ten list because of its consistent commitment to transparency, clear communication with clients, and personalized services. Continuous updates, quick responses, and attentive support by the team solve client issues and help with making good financial decisions. Clients' positive reviews confirm that Becker Orr is dependable. more...

Becker Orr Wealth Management has made it into the top ten list because of its consistent commitment to transparency, clear communication with clients, and personalized services. Continuous updates, quick responses, and attentive support by the team solve client issues and help with making good financial decisions. Clients' positive reviews confirm that Becker Orr is dependable.

NWR Financial Group consistently delivers top-tier financial services in the Mississauga region, boasting customized financial plans that are accessible to clients. Customers appreciate Richard’s professionalism, integrity in financial advice, and focused approach in favour of customer needs, leading to its inclusion in the top ten list. more...

NWR Financial Group consistently delivers top-tier financial services in the Mississauga region, boasting customized financial plans that are accessible to clients. Customers appreciate Richard’s professionalism, integrity in financial advice, and focused approach in favour of customer needs, leading to its inclusion in the top ten list.

Tetrault Wealth Advisory Group - Canaccord Genuity Wealth Management celebrates deep client relationships, rapid communication, and a tailored approach to financial planning. Their team, led by Rob, is prompt, knowledgeable, and compassionate, ensuring that clients’ needs are met and they are supported during uncertain times. more...

Tetrault Wealth Advisory Group - Canaccord Genuity Wealth Management celebrates deep client relationships, rapid communication, and a tailored approach to financial planning. Their team, led by Rob, is prompt, knowledgeable, and compassionate, ensuring that clients’ needs are met and they are supported during uncertain times.

Beacon Hill Wealth Management has made it into the top ten due to the employee experience, especially the cross-border financial advisor, Chris Stooksbury. Clients consistently praise Chris for his extensive knowledge of complicated cross-border wealth management, like investments and tax laws. He simplifies intricate financial concepts so clients are informed and feel secure ab more...

Beacon Hill Wealth Management has made it into the top ten due to the employee experience, especially the cross-border financial advisor, Chris Stooksbury. Clients consistently praise Chris for his extensive knowledge of complicated cross-border wealth management, like investments and tax laws. He simplifies intricate financial concepts so clients are informed and feel secure about what they are doing. Chris is described to be kind and straightforward. His fiduciary status and competitive fee structure add to his reputation as a trustworthy advisor. Customers say he’s done more than expected by pointing out problems and solving issues. Go for Beacon Hill Wealth Management to get the help you need.

Wellington-Altus Private Wealth - Rosedale Family Office earned a place in top 10 with an impressive multigenerational, full-service wealth management firm. Their customized solutions, tailored approach, transparent communication, dependability— and personalized service– like those offered by Rocky and a multigenerational team, continuously exceed clients' expectations. more...

Wellington-Altus Private Wealth - Rosedale Family Office earned a place in top 10 with an impressive multigenerational, full-service wealth management firm. Their customized solutions, tailored approach, transparent communication, dependability— and personalized service– like those offered by Rocky and a multigenerational team, continuously exceed clients' expectations.

Yogesh Bansal, CPA, CGA, and CFP, is listed in the top ten financial planners based on prominent reviews. Reports of his expertise, commitment, and capacity to meet and exceed customer expectations are in most reviews. The majority of clients note that they appreciate his tailored support, in-depth answers, and quick responses at every step, which makes them feel secure and supp more...

Yogesh Bansal, CPA, CGA, and CFP, is listed in the top ten financial planners based on prominent reviews. Reports of his expertise, commitment, and capacity to meet and exceed customer expectations are in most reviews. The majority of clients note that they appreciate his tailored support, in-depth answers, and quick responses at every step, which makes them feel secure and supported in their financial journey. Clients specifically say that their experience with Yogesh Bansal's services has had a huge effect on them. His extensive training and financial knowledge, notably in the fields of tax reduction and retirement planning, provide clients with the information they require to feel secure about their finances. His clients frequently praise him for developing customized tax and insurance strategies tailored to their financial goals.

AWealth's position in the top 10 is due to its client-centered approach. Clients frequently praise advisor Andrei Tasevski for his deep understanding, honesty, and guidance, which allow them to make informed decisions and build their financial futures successfully. His dedication and extensive knowledge ensure that clients' financial needs are always met, which ensures AWealth's more...

AWealth's position in the top 10 is due to its client-centered approach. Clients frequently praise advisor Andrei Tasevski for his deep understanding, honesty, and guidance, which allow them to make informed decisions and build their financial futures successfully. His dedication and extensive knowledge ensure that clients' financial needs are always met, which ensures AWealth's ranking.

“Retirement in View” is considered one of the top ten retirement planning firms due to personalized guidance, clarity, and actionable financial strategies. Ayana’s impartial, fee-only model enhances her financial planning, as do her proactive ways. The reviews highlight her professionalism, depth of knowledge, and her ability to make complex financial decisions comprehensible. more...

“Retirement in View” is considered one of the top ten retirement planning firms due to personalized guidance, clarity, and actionable financial strategies. Ayana’s impartial, fee-only model enhances her financial planning, as do her proactive ways. The reviews highlight her professionalism, depth of knowledge, and her ability to make complex financial decisions comprehensible.

Ferguson Financial Planning | CI Assante Wealth Management appears in the top ten because of its client-first approach. Genuine client relationships are built on on-going advice and check-ins. Assante’s team sees you as a person, not just an account. Recommendations are tailored to your needs and keep up with your life. One-on-one planning with a responsive team helps clients li more...

Ferguson Financial Planning | CI Assante Wealth Management appears in the top ten because of its client-first approach. Genuine client relationships are built on on-going advice and check-ins. Assante’s team sees you as a person, not just an account. Recommendations are tailored to your needs and keep up with your life. One-on-one planning with a responsive team helps clients live well now and in the future. They offer professional service, a steady hand in turmoil, and a confident outlook. Client reviews highlight the compassionate guidance of Steve Ferguson, Remy Pattynama, and Jacqueline Ozdemir as they walk your family's long-term financial journey. The firm’s excellence, comprehensiveness, and dependability lead to trust and satisfaction.

Orooj Financial & Insurance - Zahid Syed is one of the top 10 insurers due to its dedication to customized, trustworthy customer service. Numerous clients rated the company 5 stars for its excellent customer support, experienced staff, and ability to cater to individual client requirements, while consistently prioritizing the customer’s needs. more...

Orooj Financial & Insurance - Zahid Syed is one of the top 10 insurers due to its dedication to customized, trustworthy customer service. Numerous clients rated the company 5 stars for its excellent customer support, experienced staff, and ability to cater to individual client requirements, while consistently prioritizing the customer’s needs.

Best Planners Inc. ranks in the top ten list for providing tailored advice as a financial and insurance advisor. It has Jatinder Singh, a Chartered Life Underwriter, and a specialized Health Insurance Specialist (CHS), who suits those with complex needs. Clients praise Jatinder for his integrity, help, and commitment. Jatinder has an extensive experience, making clients feel val more...

Best Planners Inc. ranks in the top ten list for providing tailored advice as a financial and insurance advisor. It has Jatinder Singh, a Chartered Life Underwriter, and a specialized Health Insurance Specialist (CHS), who suits those with complex needs. Clients praise Jatinder for his integrity, help, and commitment. Jatinder has an extensive experience, making clients feel valued and heard over the last 13 years. Many clients have had exceptional financial and investment advice from Best Planners Inc., leading them to a higher risk-adjusted return than they would have obtained otherwise. The company specializes in develop complicated financial, investment, and insurance solutions that help families and companies seek financial growth. Many customers are happy with their personalized, transparent, and no-pressure approach. This guarantees the customer's trust and satisfaction, which builds the brand's credibility and positions it among the top ten in the market.

Gordon Stirrett Wealth Management consistently shows up as a top contender in the financial advisory sector due to its outstanding customer service, expertise in wealth management, and a client-centric approach. A large number of recommendations mention Scott and his team for their professionalism, experience, and commitment, thus developing a feeling of trust and peace of mind. more...

Gordon Stirrett Wealth Management consistently shows up as a top contender in the financial advisory sector due to its outstanding customer service, expertise in wealth management, and a client-centric approach. A large number of recommendations mention Scott and his team for their professionalism, experience, and commitment, thus developing a feeling of trust and peace of mind. Client comments indicate that they appreciate the team’s individualized approach, financial plans, and the welcoming environment. The presence of Trust and Estate Practitioners (TEPs) is a key factor of top-tier exceptionalism. Their support covers financial security by offering advanced estate planning. The council set the stage for satisfied customers, which is why Gordon Stirrett Wealth Management ranks as one of the top ten financial hubs.

Merrick Financial Inc. is a top financial advisor in Canada. Chris's personalized financial advice, in-depth knowledge, and tailored financial plans outperform other financial planners. Clients praise Chris for being unbiased, flexible, and patient. Chris’s fee-only services help customers understand their finances and make sound decisions, improving their long-term financial he more...

Merrick Financial Inc. is a top financial advisor in Canada. Chris's personalized financial advice, in-depth knowledge, and tailored financial plans outperform other financial planners. Clients praise Chris for being unbiased, flexible, and patient. Chris’s fee-only services help customers understand their finances and make sound decisions, improving their long-term financial health. Clients get extensive tax, investment, and retirement strategies, allowing them to be confident about their financial decisions right away and over time. This thorough, unbiased, and readily available financial planning structure undoubtedly qualifies Merrick Financial Inc. the category.

Adam Schacter, CFP, Financial and Investment Advisor, is among the top 10 because of his client-first mentality, tireless work ethic, and extensive industry experience. He has outstanding communication skills which make for easy explanations of complex financial terms. Schacter has also been rated for his integrity, professionalism, and history of fostering long-term financial l more...

Adam Schacter, CFP, Financial and Investment Advisor, is among the top 10 because of his client-first mentality, tireless work ethic, and extensive industry experience. He has outstanding communication skills which make for easy explanations of complex financial terms. Schacter has also been rated for his integrity, professionalism, and history of fostering long-term financial literacy and collaboration with clients.

Ideal Life Experience Ltd. is in the top ten because of its exemplary, client-centric financial advice, and long-lasting fiduciary commitment. Clients like Dean, and Ellen communicate customized, in-depth money strategies and ongoing partnerships to meet the customers' financial goals. Reviews show satisfaction and paid shields from negative experiences. more...

Ideal Life Experience Ltd. is in the top ten because of its exemplary, client-centric financial advice, and long-lasting fiduciary commitment. Clients like Dean, and Ellen communicate customized, in-depth money strategies and ongoing partnerships to meet the customers' financial goals. Reviews show satisfaction and paid shields from negative experiences.

MRG Wealth Management has been voted top 10 for their financial advisors. Wealth manager Ryan Gubic has a proven track record of serving clients like the personalized, detailed recommendations that Ryan Gubic gives clients. Ryan Gubic's teams create customized plans to suit clients' needs. Gubic's integrity, transparency, and communication create financial success for all client more...

MRG Wealth Management has been voted top 10 for their financial advisors. Wealth manager Ryan Gubic has a proven track record of serving clients like the personalized, detailed recommendations that Ryan Gubic gives clients. Ryan Gubic's teams create customized plans to suit clients' needs. Gubic's integrity, transparency, and communication create financial success for all client types. Rating clients often says Ryan Gubic and MRG Wealth Management have helped them feel secure and increasing clients' financial stability. Their comprehensive financial management, knowledge base, and returns ticker mean MRG Wealth Management is a trusted advisor to help clients in every stage of investing.

Mason Leite, a financial planner at Martin Christopher Investments, is one of the top ten financial advisors in Canada due to his personalized service, professionalism, and customer-centric focus. His financial plan is clear, complete, and easy to understand. His clients describe him as a reliable source of information who uses a calm and reassuring tone to help them make financ more...

Mason Leite, a financial planner at Martin Christopher Investments, is one of the top ten financial advisors in Canada due to his personalized service, professionalism, and customer-centric focus. His financial plan is clear, complete, and easy to understand. His clients describe him as a reliable source of information who uses a calm and reassuring tone to help them make financial decisions. Clients frequently remark that Mason is a great resource, thorough, and responsive, making him one of the best financial advisors having a great experience with their service.

Rated in the top ten, IG Wealth Management - Abid Hassan is known for his outstanding approach, understanding of the Canadian investment market, and commitment to helping newcomers make sound financial decisions. Abid Hassan is discussed in many client reviews. In addition to providing useful knowledge and the needed clarity concerning various investment alternatives, Hassan ado more...

Rated in the top ten, IG Wealth Management - Abid Hassan is known for his outstanding approach, understanding of the Canadian investment market, and commitment to helping newcomers make sound financial decisions. Abid Hassan is discussed in many client reviews. In addition to providing useful knowledge and the needed clarity concerning various investment alternatives, Hassan adopts a "client first" position by taking the time to understand your expectations and long-term plans before recommending any tactics. In exchange, Hassan delivers the financial ambitions of every customer as needed. These are the reasons for which Hassan is greatly regarded for its understanding, honesty, and dependability. In short, clients appreciate Hassan's strategic mindset, customization, trustworthiness, and suitability to newcomers and veterans.

Cascade Financial Group Inc. ranks among the top ten due to its exceptional client service, integrity, and individualized financial strategies. Tom Johnson and Tanner's dedication to their clients, offering tailored solutions and ongoing support, creates enduring relationships that are the company's top priority. more...

Cascade Financial Group Inc. ranks among the top ten due to its exceptional client service, integrity, and individualized financial strategies. Tom Johnson and Tanner's dedication to their clients, offering tailored solutions and ongoing support, creates enduring relationships that are the company's top priority.

Buxton Financial is among the top ten recommended firms due to Marlene Buxton's fee-only, personalized retirement planning services. Marlene's service is designed to meet your retirement needs, and each plan is created specifically for you. In-depth reviews from customers focusing on clarity, customized service, and trust support Buxton's top ten list placement. more...

Buxton Financial is among the top ten recommended firms due to Marlene Buxton's fee-only, personalized retirement planning services. Marlene's service is designed to meet your retirement needs, and each plan is created specifically for you. In-depth reviews from customers focusing on clarity, customized service, and trust support Buxton's top ten list placement.

Ranked as a top 10 workplace in Alberta, MD Financial Management Head Office showcased some of the best workplace offerings. Decent workplace facilities, including beautiful offices and an on-site cafeteria, as well as some positive client reviews about excellent service delivery and organizational success, set the rankings. more...

Ranked as a top 10 workplace in Alberta, MD Financial Management Head Office showcased some of the best workplace offerings. Decent workplace facilities, including beautiful offices and an on-site cafeteria, as well as some positive client reviews about excellent service delivery and organizational success, set the rankings.

Griffith & Associates Financial & Estate Planning Services Ltd. is among the top 10 because of their exceptional customer service and individualized financial guidance. Their experienced consultants, like Blake and Elisabet, offer approachable, professional, and focused advice. Their affiliation with Sun Life Financial Distributors Canada Inc. guarantees them access to advanced more...

Griffith & Associates Financial & Estate Planning Services Ltd. is among the top 10 because of their exceptional customer service and individualized financial guidance. Their experienced consultants, like Blake and Elisabet, offer approachable, professional, and focused advice. Their affiliation with Sun Life Financial Distributors Canada Inc. guarantees them access to advanced resources and solutions. Reviews frequently highlight the team's extensive comprehension that caters to both personal and professional matters, and their commitment to prioritizing clients' objectives. Griffith & Associates Financial & Estate Planning also highlights their capabilities in sustainable investment and estate planning, which shows their intimate involvement with complex financial services.

Better Financial is a top contender for the top ten lists because of its commitment to long-term customer service, comprehensive financial planning, and individualized attention. Clients praise Chan and his team for their professionalism, knowledge, and friendly atmosphere. Many testimonials exhibit how Better Financial surpasses ordinary services and delivers RRSP, RESP, TFSA, more...

Better Financial is a top contender for the top ten lists because of its commitment to long-term customer service, comprehensive financial planning, and individualized attention. Clients praise Chan and his team for their professionalism, knowledge, and friendly atmosphere. Many testimonials exhibit how Better Financial surpasses ordinary services and delivers RRSP, RESP, TFSA, and tax preparation. The brand's client loyalty suggests long-term success and financial trust. Improved financial health is the brand's online rating and making Better Financial a company's top ten list.

Brightrock Financial Inc.'s Janea Dieno is a highly ranked top-ten advisor on the list due to personalized, professional, and detailed financial planning. Her holistic approach considers long-term financial goals and immediate needs, which has built strong relationships and trust with clients over years of cooperation. Clients speak highly of Janea's professionalism, expertise, more...

Brightrock Financial Inc.'s Janea Dieno is a highly ranked top-ten advisor on the list due to personalized, professional, and detailed financial planning. Her holistic approach considers long-term financial goals and immediate needs, which has built strong relationships and trust with clients over years of cooperation. Clients speak highly of Janea's professionalism, expertise, and commitment to them, making even complex planning easy and stress-free. Non-complex financial planning is quite a challenge. Furthermore, clients see this approach as being both thorough and accessible. Her empathetic demeanor not only ensures that she is informed but also makes the entire process so much easier. With Janea on the team, clients know that their needs will be handled with expertise, understanding, and unbreakable professional care.