155 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 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.

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 inves 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.

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 retirem 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.

Forerunner Financial Coaching achieves a top ten ranking due to Chris’s excellence in client-centric coaching, comprehensive financial understanding, and supportive partnerships. Clients ment more...

Forerunner Financial Coaching achieves a top ten ranking due to Chris’s excellence in client-centric coaching, comprehensive financial understanding, and supportive partnerships. Clients mention Chris for his compassion, methods, and tailored advice. His judgment-free guidance has given families greater control over their finances and the confidence to plan for their future. Testimonials show that Chris’s approach to complex issues, like retirement planning and financing for a young family, motivates customers to achieve their financial objectives. His clear communication and focus on the client's needs strengthen client relationships and instill trust. Overall, Forerunner Financial Coaching’s clients’ feedback shows it provides professional coaching to its clients and gives it a top ten rating.

Moraine Wealth Advisory stands as a top player due to its client-centered service guided by Sean Wilson and Amanda, who excel in wealth management and retirement strategies. Clients endorse t more...

Moraine Wealth Advisory stands as a top player due to its client-centered service guided by Sean Wilson and Amanda, who excel in wealth management and retirement strategies. Clients endorse their dedicated, personal, and informed service. The firm ensures seamless communication, quick response, and integrity, which helps build client trust. Their custom planning across all life cycles provides reassurance to many clients. Their organized framework and unbiased proposals help many clients accomplish their goals without worrying. Positive feedback emphasizes trust and wealth creation, which helps gain popularity. As a result, Moraine Wealth Advisory is highly valued in the competitive investment advisory field.

Total Wealth Planning is more than just helping you reach your goals and achieve your aspirations. That’s a given. Our mission is to do so in full collaboration with you, working diligently t more...

Total Wealth Planning is more than just helping you reach your goals and achieve your aspirations. That’s a given. Our mission is to do so in full collaboration with you, working diligently to understand the big picture. Equally important is understanding all the smaller moving parts within. Think of it as a toolbox; we use all the tools necessary to produce a Total Wealth Plan that will guide your decisions as life changes. Your Total Wealth Plan integrates all of our specialists’ strategies together in one place, with your priorities at the centre, showcasing the power of our unique team-based approach. It considers every facet of your life—now and in the future— resulting in a dynamic and cohesive roadmap that will help guide your life’s financial journey. Proper planning can help you make the most of your wealth while optimizing the prospect of reaching your goals and fulfilling your life priorities. Creating a Total Wealth Plan is more than a document; it is an ongoing conversation that focuses on you. Our distinctive process of developing a Total Wealth Plan can fundamentally help you realize your dreams and achieve future success; however, you define it.

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, 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, 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-ce 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 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 abilit 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.

NWR Financial Group consistently delivers top-tier financial services in the Mississauga region, boasting customized financial plans that are accessible to clients. Customers appreciate Richa 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 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 f 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, tailor 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 expect 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 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 e 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 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 ex 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 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 clie 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. Clien 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 com 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 customi 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 recommendation 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 f 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.

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 cl 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.

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 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.

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 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.