78 Best Financial Consultants in Ontario

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.

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.

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.

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.

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.

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.

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.

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.

Forested Financial Planning was rated in the top 10 list due to Alex's numerous years of experience, unbiased and individualized planning techniques, and a habit of responding promptly to clients' questions, as shown in assessments. With a Master's degree in Finance and the Chartered Financial Analyst (CFA) designation, the company comes across as not only a trusted advisor but more...

Forested Financial Planning was rated in the top 10 list due to Alex's numerous years of experience, unbiased and individualized planning techniques, and a habit of responding promptly to clients' questions, as shown in assessments. With a Master's degree in Finance and the Chartered Financial Analyst (CFA) designation, the company comes across as not only a trusted advisor but also a knowledgeable one.

Manulife Securities under Gianluca Folino's leadership ranks top ten. Passion, knowledge, and transparency set him apart. An independent advisor, Gianluca builds customized and in-depth investment plans one step at a time, making you feel nurtured financially. Clients commend him for this, plus care and the potential for better retirement growth. more...

Manulife Securities under Gianluca Folino's leadership ranks top ten. Passion, knowledge, and transparency set him apart. An independent advisor, Gianluca builds customized and in-depth investment plans one step at a time, making you feel nurtured financially. Clients commend him for this, plus care and the potential for better retirement growth.

CSR Wealth Management is among the top financial advisors partly due to Frank Gasper, who has over 25 years of experience. His client-centered approach, including personalized financial planning and investment management, aligns with the need for his clients. Many client reviews praise the firm for its integrity, attention to detail, and clarity in explaining complex financial m more...

CSR Wealth Management is among the top financial advisors partly due to Frank Gasper, who has over 25 years of experience. His client-centered approach, including personalized financial planning and investment management, aligns with the need for his clients. Many client reviews praise the firm for its integrity, attention to detail, and clarity in explaining complex financial matters. Furthermore, Frank is hailed as an adept adviser who makes financial management easy at every life stage. His clients value his depth of knowledge and caring attitude, making financially overwhelming tasks manageable and enjoyable.

Astrolabe Financial Group Inc. was chosen as one of the top ten companies on our list for its wholehearted commitment to financial education and its transparent fee-for-service approach to expert advice. Astrolabe is focused on helping clients achieve financial independence and confidently manage finances, as informed by numerous client testimonials. more...

Astrolabe Financial Group Inc. was chosen as one of the top ten companies on our list for its wholehearted commitment to financial education and its transparent fee-for-service approach to expert advice. Astrolabe is focused on helping clients achieve financial independence and confidently manage finances, as informed by numerous client testimonials.

TruFinancial Consultants is a top-ten choice due to their customer service, professionality, and advice for small businesses and families in Canada. Many of the reviews highlight Mimi Lee’s expertise in navigating complicated financial systems like CEWS and CERB and her dedication to finding personalized solutions for her clients’ specific needs. She answers her clients’ questio more...

TruFinancial Consultants is a top-ten choice due to their customer service, professionality, and advice for small businesses and families in Canada. Many of the reviews highlight Mimi Lee’s expertise in navigating complicated financial systems like CEWS and CERB and her dedication to finding personalized solutions for her clients’ specific needs. She answers her clients’ questions honestly with customized options, and they know Mimi prioritizes clients’ risk and objectives. Mimi's creativity, detail-oriented approach, and trustworthiness have also led to long-term client relationships. The company's excellent customer satisfaction and commitment to meeting their clients’ needs in the best way possible make it a great choice.

Wyse Financial Solutions Inc. is among the top ten firms on the strength of its outstanding client relations, expertise, and tailored financial counsel, according to client feedback. Sarah Wyse and her team, including Michelle Lo, have earned high praise for their thorough and responsive management of complex financial situations. Clients view them as knowledgeable and attentive more...

Wyse Financial Solutions Inc. is among the top ten firms on the strength of its outstanding client relations, expertise, and tailored financial counsel, according to client feedback. Sarah Wyse and her team, including Michelle Lo, have earned high praise for their thorough and responsive management of complex financial situations. Clients view them as knowledgeable and attentive, always acting in their best interests. The team's dedication to personalization during significant market upheavals and emotions has always been excellent. Clients trust Wyse Financial for life insurance and retirement preparations, which leads to increased client satisfaction and good financial performance.

Stiller Financial has repeatedly been recognized among the top 10 Money Managers for its personalized services, exceptional returns, and help in planning for a carefree retirement. The firm was founded in London, Ontario, and specializes in financial planning and wealth management. Matt, the firm's financial advisor, is praised for his customized plans and unique methods as well more...

Stiller Financial has repeatedly been recognized among the top 10 Money Managers for its personalized services, exceptional returns, and help in planning for a carefree retirement. The firm was founded in London, Ontario, and specializes in financial planning and wealth management. Matt, the firm's financial advisor, is praised for his customized plans and unique methods as well as his spot-on investment returns. Among his many clients is one business owner who credits him with changing her retirement prospects for the better. Other clients say the firm’s financial tools and constant updates to portfolios give them certainty in their investments. As a result, major clients can enjoy their retirements rather than obsess over their finances. But discovering the right investment path takes discipline and patience.

Howlett Financial Partners has made it to a top ten firm due to their holistic financial planning and communication strategies to meet clients’ expectations. Nate Howlett and his team have built a name for themselves over the years by creating customized financial plans that take into account tax planning and investing. This was verified by their hundreds of clients’ positive co more...

Howlett Financial Partners has made it to a top ten firm due to their holistic financial planning and communication strategies to meet clients’ expectations. Nate Howlett and his team have built a name for themselves over the years by creating customized financial plans that take into account tax planning and investing. This was verified by their hundreds of clients’ positive comments on their money decisions and life changes. Complicated ideas are made straightforward, and every significant life-event situation gets the best attention. Howlett Financial Partners is a non-profit financial cooperative that champions collaboration in the industry and gives back to society through projects like The Knowledge Box.

Gary Corriveau, CFP, is among the top ten because of his dedicated client focus and personalized financial guidance. He exemplifies integrity, transparency, and superior client service, simplifying intricate financial matters for broad-spectrum clientele. Gary meticulously matches borrowers with lenders, providing best-rate loan packages while giving investors personalized trust more...

Gary Corriveau, CFP, is among the top ten because of his dedicated client focus and personalized financial guidance. He exemplifies integrity, transparency, and superior client service, simplifying intricate financial matters for broad-spectrum clientele. Gary meticulously matches borrowers with lenders, providing best-rate loan packages while giving investors personalized trusts. His extraordinary knowledge, constant availability, and deep empathy allow clients to navigate complex portfolios, big debts, and aggressive tax ramifications. He can deliver thoughtful, effective strategies no matter how obscure the need. Gary delivers the personal attention, upfront honesty, and expert advice, setting the highest standards in comprehensive financial planning.

Zoho Financial is a top 10 option due to its expert, tailored guidance. Reviewers praise Harpreet's fiduciary fidelity, exhaustive assistance, and transparent conversations. The firm excels due to its unbiased approach and unmatched market insight. Clients enjoy tailored plans, prompt assistance, and operation with a respectful and professional organization. more...

Zoho Financial is a top 10 option due to its expert, tailored guidance. Reviewers praise Harpreet's fiduciary fidelity, exhaustive assistance, and transparent conversations. The firm excels due to its unbiased approach and unmatched market insight. Clients enjoy tailored plans, prompt assistance, and operation with a respectful and professional organization.

Buss Financial Group is in the top 10 because they focus on financial planning for all people, professional client care, and client relationships, all together with decades of experience. Clients praise Buss Financial Group for their knowledgeable team members who help them through complex financial problems, even those with many moving parts. The group does not only help client more...

Buss Financial Group is in the top 10 because they focus on financial planning for all people, professional client care, and client relationships, all together with decades of experience. Clients praise Buss Financial Group for their knowledgeable team members who help them through complex financial problems, even those with many moving parts. The group does not only help clients with investment advice but also collaborates with them in creating personalized and comprehensive financial plans. Buss Financial Group truly values a client-centric culture in which all team members are available to have personalized phone conversations with clients whenever necessary.

The Trustworthy Financial Planner category, one of the top ten lists, is where Fair Advice Financial Inc. ranks. The company is represented by Sukhwinder Nahal, who has been with the company for many years. Here are the reasons: clients referred to Mr. Sukhwinder Nahal’s ease of access, his professionalism, and his earnest dedication to them. Clients report that he is honest, kn more...

The Trustworthy Financial Planner category, one of the top ten lists, is where Fair Advice Financial Inc. ranks. The company is represented by Sukhwinder Nahal, who has been with the company for many years. Here are the reasons: clients referred to Mr. Sukhwinder Nahal’s ease of access, his professionalism, and his earnest dedication to them. Clients report that he is honest, knowledgeable, and always focused on their best interests. He is also reported to provide them with tailored advice that meets their needs and goals. This client feedback shows that he has deep industry knowledge, and a dedicated team that delivers custom and client-focused advice.

A Canada Life Regional Office (Formerly Freedom 55 Financial) offers exceptional services as a trustworthy financial advisor in Canada. The office is the epitome of professionalism and eposition. It is consistently praised for its friendly, informed, and committed team, led by Mike Woods. Clients applaud the team's dedication to helping families protect their finances and secure more...

A Canada Life Regional Office (Formerly Freedom 55 Financial) offers exceptional services as a trustworthy financial advisor in Canada. The office is the epitome of professionalism and eposition. It is consistently praised for its friendly, informed, and committed team, led by Mike Woods. Clients applaud the team's dedication to helping families protect their finances and secure their future. The office is positioned as a competitive contender in the top ten rankings because clients appreciate the office’s focus on long-term relationships and reliability.

Karan Shastri is a top rated Edward Jones – Financial Advisor helming eight years of excellence. Karan’s kind and skillful guidance has helped clients forge their financial paths. He fits advisory services to clients’ individual needs, helping them dodge pitfalls, offering tailored advice, and consistently delivering honest communication. Bungee jumping isn’t Karan’s passion; it more...

Karan Shastri is a top rated Edward Jones – Financial Advisor helming eight years of excellence. Karan’s kind and skillful guidance has helped clients forge their financial paths. He fits advisory services to clients’ individual needs, helping them dodge pitfalls, offering tailored advice, and consistently delivering honest communication. Bungee jumping isn’t Karan’s passion; it’s guiding clients toward their financial objectives that drives him.