Find the 10 Best Financial Advisors in Markham, ON

Browse 10 financial advisors serving Markham, ON, from personal financial planning specialists to professionals advising business clients. Review their services and client feedback, then contact suitable advisors to discuss your financial goals and fees.
Andreoli Financial Service provides expert financial advisory services, including wealth management, insurance solutions, and tax-efficient estate planning. With a focus on personalized strategies, we serve individuals, families, and businesses seeking to protect and grow their assets. Our team combines multi-generational experience with a client-centric approach to deliver actionable financial solutions.
Financial Planning Wealth Management Insurance Solutions
Very professional Extremely helpful Clients first
4 reviews
Northland Wealth
15 Years
4 reviews
Northland Wealth is a premier Canadian family office providing tailored wealth management solutions for affluent families. We specialize in multi-generational financial planning, investment strategies, and estate preservation through personalized advisory services. Our unique value proposition combines access to exclusive institutional investments with transparent reporting and a family-first philosophy.
Family Enterprise Advisory Investment Strategies Financial Planning
Markham Centre Financial provides comprehensive financial advisory services specializing in insurance solutions, investment management, and tax planning. We help individuals and businesses protect assets, optimize wealth growth, and achieve long-term financial security through personalized strategies tailored to unique client needs and risk profiles.
Insurance Planning Investment Management Tax Advisory
DWL Financial provides comprehensive financial planning services, specializing in insurance, investment management, and retirement income strategies for individuals and businesses. Our team of certified advisors delivers personalized solutions to protect wealth, achieve financial goals, and build enduring legacies. With a client-centric approach and access to diverse financial products, we support clients through every life stage.
Financial Planning Insurance Products Investment Advice
By Design Financial Service offers customized financial planning solutions tailored to women, families, and individuals. Specializing in insurance, retirement planning, and estate management, we combine over 25 years of experience with a client-focused approach. Our independent advisory services emphasize adaptable strategies that evolve with changing financial circumstances.
Insurance Solutions Retirement Planning Estate Planning
1 review
AC Wealth
26 Years
1 review
AC Wealth is a Toronto-based financial planning firm offering comprehensive services in wealth management, retirement planning, and insurance solutions. Since 2000, we've helped clients achieve financial security through personalized strategies tailored to individual goals. Our expertise spans life insurance, investment planning, and estate preservation, supported by partnerships with leading Canadian financial institutions.
Financial Planning Retirement Planning Life Insurance
ABC Financial Advisor offers expert financial planning services in Toronto and Vancouver, specializing in retirement, investment, insurance, and estate management. Our certified advisors provide personalized strategies to secure clients' financial futures. With a focus on education and transparency, we deliver tailored solutions that align with individual goals and regulatory standards.
Retirement Planning Investment Management Insurance Management
Ross M Durant Insurance Agency provides expert financial advisory services specializing in retirement planning, estate management, and health insurance solutions. With over 80 years of combined experience, we deliver personalized strategies to protect and grow client assets. Our certified professionals prioritize client interests through transparent, data-driven financial planning.
Retirement Planning Estate Planning Health Insurance
Not rated yet
Excel Financial Group
33 Years
Not rated yet
Excel Financial Group offers comprehensive financial services including insurance, mutual funds, real estate, and mortgage solutions. Our mission is to help clients grow and protect their wealth through personalized strategies and expert guidance. With decades of industry experience, we provide tailored financial planning to meet diverse client needs.
Insurance Mutual Funds Real Estate
Not rated yet
Ees Financial Service
50+ Years
Not rated yet
Ees Financial Service provides personalized, fee-only financial planning solutions for individuals and businesses across Canada. With 50+ years of experience, we specialize in estate settlement, retirement planning, tax strategies, and corporate financial wellness programs. Our Certified Financial Planners deliver unbiased advice through a collaborative approach with legal and accounting professionals.
Financial Planning Tax Planning Estate Settlement
Richmond Hill (6.4 km) Scarborough (11.3 km) Concord (14.4 km) North York (14.4 km) Toronto (22.8 km) Etobicoke (29.9 km) Whitby (31.8 km) Oshawa (38.2 km) Mississauga (38.5 km) Thornhill (8.3 km)