×

Review Keywords Analysis

  1. CA
  2. ON
  3. Markham
  4. Best Financial Consultants in CA
  5. Best Financial Consultants in On
  6. 15 Best Financial Consultants in Markham

15 Best Financial Consultants in Markham

Add Your Business

1

Objective Financial Partners Inc.

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.

Pros & Cons
recommend (35)
highly recommend ... (25)
comprehensive (12)
recommended (8)
View Profile
+18556918471
Open 9:00 AM - 5:00 PM
East Tower, 675 Cochrane Dr 6th Floor, Markham, ON L3R 0B8, Canada
social-share-icon Social:
2

TruFinancial Consultants

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.

Pros & Cons
recommend (4)
highly recommend ... (3)
helped me (2)
continue to use (2)
3

Wyse Financial Solutions Inc

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.

Pros & Cons
recommend (3)
very personable (1)
very helpful (1)
very comfortable ... (1)
View Profile
+19056045572
Open 10:00 AM - 5:00 PM
1 Valleywood Dr Suite 300, Markham, ON L3R 5L9, Canada
4

Edward Jones - Financial Advisor: Mark Cai

Our world is dominated by immediate satisfaction and quick-fix solutions. My work helps people to remember the importance of looking long-term. When we start by discussing goals, it is often clear that there are many more to come - for example, education costs, new homes, and a comfortable retirement. This means that now is the right time to start planning for their financial fu more...

Our world is dominated by immediate satisfaction and quick-fix solutions. My work helps people to remember the importance of looking long-term. When we start by discussing goals, it is often clear that there are many more to come - for example, education costs, new homes, and a comfortable retirement. This means that now is the right time to start planning for their financial future. Once you have a clear understanding of your priorities, we will explore investment options to create a comprehensive financial plan. To ensure you are prepared for unexpected market changes, I will make sure that you have adequate diversification. I will explore tax-advantaged investment options. To prepare for unanticipated life events, I will consider all options. I am organized, detail-oriented and transparent in my approach. My goal is to assist you in reaching your goals. A written, personalized financial plan puts you in control of your finances. You can then make the best decisions for yourself, regardless of what media or coworkers might suggest. We can discuss any hot stocks or unique questions about estate planning with you to determine if they fit your risk tolerance. My parents were excellent role models in money matters. As a child in China I was taught good money management skills and discipline about my spending. When I was 18, I moved to Canada, where I studied advanced finance and economics at university. With a son of two years, I have a better understanding of my family's responsibilities. I have a unique history that allows me to help clients from different cultures and countries. When I'm not working, I like to read, fish, and watch movies.

View Profile
+19054749360
Closed Now
7300 Warden Ave. Suite 206, Markham, ON L3R 9Z6, Canada
social-share-icon Social:
5

Edward Jones - Financial Advisor: William M Zhang

Customers are always first. This has been and will remain our top priority. My role as a Edward Jones Financial Advisor is rewarding because I get to work with clients every day. Helping them to plan for and reach their goals, such as retirement, succession of businesses, is the best part. Our clients have made our job meaningful and we continue to strive for better service. W more...

Customers are always first. This has been and will remain our top priority. My role as a Edward Jones Financial Advisor is rewarding because I get to work with clients every day. Helping them to plan for and reach their goals, such as retirement, succession of businesses, is the best part. Our clients have made our job meaningful and we continue to strive for better service. We specialize in working with business owners, professionals/executives and high net-worth families. We believe in a long-term, conservative approach to growing wealth and protecting it. To provide the best possible experience for our clients, we partner with accountants and lawyers. Tennis is my passion. I also enjoy hiking and camping. We are excited to hear from you.

View Profile
+19054152036
Open 8:30 AM - 4:30 PM
60 Columbia Way Suite 101, Markham, ON L3R 0C9, Canada
social-share-icon Social:
6

ABC Financial Advisor

We make every effort to offer financial guidance to our clients. This is done to give them peace of mind and financial education. The key point of focus is to help people through providing no-expense/no-obligation financial education, in order to enable them make wise financial decisions for their loved ones. We currently hold face-to-face meetings for financial professionals in more...

We make every effort to offer financial guidance to our clients. This is done to give them peace of mind and financial education. The key point of focus is to help people through providing no-expense/no-obligation financial education, in order to enable them make wise financial decisions for their loved ones. We currently hold face-to-face meetings for financial professionals in Toronto and Vancouver. This service will soon be expanded to other Canadian cities. Our clients can plan for retirement and insurance. We offer a full range of products.

View Profile
+16478308080
Open 9:00 AM - 7:00 PM
675 Cochrane Dr, Markham, ON L3R 0B8, Canada
7

Assante Financial Management Ltd.

Your advisors are crucial in helping you stay focused and on achieving your goals. Our advisors have 26 years' experience and can access professional resources like lawyers and analysts to help you make educated financial decisions regarding your wealth management, from retirement planning to estate planning. Look no further if you are looking for financial advice that is ta more...

Your advisors are crucial in helping you stay focused and on achieving your goals. Our advisors have 26 years' experience and can access professional resources like lawyers and analysts to help you make educated financial decisions regarding your wealth management, from retirement planning to estate planning. Look no further if you are looking for financial advice that is tailored to your particular circumstances. Assante advisors are equipped to meet your needs, both now and in the future.

8

Dennis Fung - TD Financial Planner

Since 2006 I've been in the financial service industry. My focus is on building strong client relationships, and helping clients achieve their financial goals. York University awarded me a bachelor's degree in Economics. The FP Canada also offers the Certified Financial Planner (CFP), designation. Looking forward to working together. more...

Since 2006 I've been in the financial service industry. My focus is on building strong client relationships, and helping clients achieve their financial goals. York University awarded me a bachelor's degree in Economics. The FP Canada also offers the Certified Financial Planner (CFP), designation. Looking forward to working together.

View Profile
+19052943266
Closed Now
5762 Hwy 7, Markham, ON L3P 1A8, Canada
9

Edward Jones - Financial Advisor: Michael Y Tang

To be successful, you must first define success. This is different for every client. My work helps clients to identify what they are most passionate about - their definitions of success. I then create a customized financial strategy that will help them reach those goals. They are free to make their own decisions and not be influenced by the stock market or friends' well-int more...

To be successful, you must first define success. This is different for every client. My work helps clients to identify what they are most passionate about - their definitions of success. I then create a customized financial strategy that will help them reach those goals. They are free to make their own decisions and not be influenced by the stock market or friends' well-intentioned advice. My goal is to help my clients feel confident about their finances and in control of their lives. Working one-on-one, I pledge to not gamble with my clients' money, but rather create a portfolio that suits their needs, risks tolerances, and challenges. Financial literacy is essential to every person's success. I inform clients about my recommendations and the ways they can help them achieve their financial goals. My passion is helping families with special needs or disabilities. The government's program is complex and generous. I assist clients in navigating through it as part of their journey forward. If there are opportunities in our community to discuss this topic, I will be the one to offer education and presentations to both professionals and families. I have the right background to become a financial advisor because of my experience. My first job was as an engineer. I use these skills every day to plan and keep track of my finances. After earning my MBA in finance, I worked five years at a bank until opening Edward Jones' branch in 2001. Judy Liang, Branch Office Administrator, has been working side-by-side since then and is adamant about providing quality service in a welcoming environment. Two of my sons are young adults. My wife and me have them. All of us are triathletes, and we practice together. My sons are capable of doing triathlons on their own, but my wife and me share the experience - she swims while I bike and do relay.

View Profile
+19054773604
Open 9:00 AM - 4:00 PM
7030 Woodbine Ave #428, Markham, ON L3R 6G2, Canada
social-share-icon Social:
10

Kelly Chen - TD Financial Planner

Steve and LeeAnn are aware that there is no one way to retire. The right TD Wealth advisor can answer all their questions. Even the unanswered ones. This helped them discover new opportunities. Learn how personal retirement planning made it possible for this couple to retire sooner and recover their lost time. Patty and Tim were confronted with a life-altering situation. Their T more...

Steve and LeeAnn are aware that there is no one way to retire. The right TD Wealth advisor can answer all their questions. Even the unanswered ones. This helped them discover new opportunities. Learn how personal retirement planning made it possible for this couple to retire sooner and recover their lost time. Patty and Tim were confronted with a life-altering situation. Their TD Wealth advisor guided them through the personal elements of legacy planning. Tim explains how their TD Wealth advisor helped them to create a legacy that would inspire generations. Better than five minute meetings or plans that aren't tailored to your needs. TD Wealth believes that you are the most important part of your financial plan. Before we look at your financial numbers, we take time to understand you and what your priorities are.

View Profile
+19052948805
Closed Now
7077 Kennedy Rd, Markham, ON L3R 0N8, Canada
11

Ying Huang - TD Financial Planner

Over 20 years experience in financial services, I am actively involved in building strong client relationships. York University awarded me a bachelor's degree in Economics. As we collaborate towards our mutual financial goals, I am looking forward to discussing investment strategies with you. more...

Over 20 years experience in financial services, I am actively involved in building strong client relationships. York University awarded me a bachelor's degree in Economics. As we collaborate towards our mutual financial goals, I am looking forward to discussing investment strategies with you.

View Profile
+18447880322
Closed Now
3500, 3500 Steeles Ave E 3rd Fl Twr 5, Markham, ON L3R 2Z1, Canada
12

Ava Huang - TD Financial Planner

Steve and LeeAnn are aware that there is no one way to retire. The right TD Wealth advisor can answer all their questions. Even the unanswered ones. This helped them discover new opportunities. Learn how personal retirement planning made it possible for this couple to retire sooner and recover their lost time. Patty and Tim were confronted with a life-altering situation. Their T more...

Steve and LeeAnn are aware that there is no one way to retire. The right TD Wealth advisor can answer all their questions. Even the unanswered ones. This helped them discover new opportunities. Learn how personal retirement planning made it possible for this couple to retire sooner and recover their lost time. Patty and Tim were confronted with a life-altering situation. Their TD Wealth advisor guided them through the personal elements of legacy planning. Tim explains how their TD Wealth advisor helped them to create a legacy that would inspire generations. We care about your goals, not what you earn. TD Wealth believes that you are the most important part of your financial plan. Before we look at your financial numbers, we take time to understand you and what your priorities are.

View Profile
+19057712241
Closed Now
220 Commerce Valley Dr W Unit 100, Markham, ON L3T 0A8, Canada
13

Terry Niu - TD Financial Planner

Steve and LeeAnn are aware that there is no one way to retire. The right TD Wealth advisor can answer all their questions. Even the unanswered ones. This helped them discover new opportunities. Learn how personal retirement planning made it possible for this couple to retire sooner and recover their lost time. Patty and Tim were confronted with a life-altering situation. Their T more...

Steve and LeeAnn are aware that there is no one way to retire. The right TD Wealth advisor can answer all their questions. Even the unanswered ones. This helped them discover new opportunities. Learn how personal retirement planning made it possible for this couple to retire sooner and recover their lost time. Patty and Tim were confronted with a life-altering situation. Their TD Wealth advisor guided them through the personal elements of legacy planning. Tim explains how their TD Wealth advisor helped them to create a legacy that would inspire generations. We care about your goals, not what you earn. TD Wealth believes that you are the most important part of your financial plan. Before we look at your financial numbers, we take time to understand you and what your priorities are.

View Profile
+19052948860
Closed Now
7080 Warden Ave., Markham, ON L3R 5Y2, Canada
14

Christina Yu - BMO Financial Planner

Are you a homeowner with investments but not able to create a long-term financial plan? BMO Financial Group is a Financial Planner. I am able to help you set your financial goals and create a customized strategy that will achieve them. With the guidance of qualified professionals like me, building a foundation for your future is possible. Working with you I will help you navigat more...

Are you a homeowner with investments but not able to create a long-term financial plan? BMO Financial Group is a Financial Planner. I am able to help you set your financial goals and create a customized strategy that will achieve them. With the guidance of qualified professionals like me, building a foundation for your future is possible. Working with you I will help you navigate financial markets, the economy and investment environment. My recommendations can help maximize the potential return of your portfolio and manage risk. We will work together to meet your financial goals and prioritize your priorities using effective financial planning strategies. This is how I work with you: * We will help you to identify and achieve your long-term personal goals. * The development of a personalized investment plan that is appropriate for you. • Reassess your plan as circumstances change.

View Profile
+19058876478
Open 9:30 AM - 7:00 PM
710 Markland St, Markham, ON L6C 0G6, Canada
social-share-icon Social:
15

Fahad Hassan - TD Financial Planner

Steve and LeeAnn are aware that there is no one way to retire. The right TD Wealth advisor can answer all their questions. Even the unanswered ones. This helped them discover new opportunities. Learn how personal retirement planning made it possible for this couple to retire sooner and recover their lost time. Patty and Tim were confronted with a life-altering situation. Their T more...

Steve and LeeAnn are aware that there is no one way to retire. The right TD Wealth advisor can answer all their questions. Even the unanswered ones. This helped them discover new opportunities. Learn how personal retirement planning made it possible for this couple to retire sooner and recover their lost time. Patty and Tim were confronted with a life-altering situation. Their TD Wealth advisor guided them through the personal elements of legacy planning. Tim explains how their TD Wealth advisor helped them to create a legacy that would inspire generations. A strategy for investing is a continuous process to ensure that your portfolio meets your objectives.

View Profile
+18447880322
Closed Now
3500, 3500 Steeles Ave E 3rd Fl Twr 5, Markham, ON L3R 2Z1, Canada

Location on map

Our Methodology

Best 10 financial consultant list assembly and recognition by TrustAnalytica for markham is based on online reputation backed by review sources as google reviews, TrustAnalytica reviews and more.

We choose the best companies in the location and rank them based on rating, quantity of reviews and verification (Claimed or unclaimed profile).

Rankings are frequently updated to reflect the latest reviews from trusted sources.

The Process

TrustAnalytica's procedure for listing financial consultant companies involves manual research, review and placement. Please note that some companies are placed here through their registration with our services as every company gets not only access to our Saas services but also a profile that gets listed. We evaluate businesses based on their online reputation, accessibility, online resources such as website and their fit for best 10 financial consultant category.

1

Business Verification

Verified financial consultant listings in markham are based on robust online activity and Google reviews, ensuring credibility.

2

Business Details

Comprehensive financial consultant profiles offer vital details for informed decisions in markham .

3

Reviews And Ratings

Real-time customer ratings guide our financial consultant rankings in markham, reflecting genuine reputation.

4

SEO And Keywords

Our SEO strategy elevates the visibility of top financial consultant providers in markham .

5

Subscription

Subscribed financial consultant services in markham gain prominence with extra listing features.