Find the 9 Best Financial Advisors in Richmond Hill, ON

Browse 9 financial advisors serving Richmond Hill, 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.
A T Financial Group specializes in tailored financial solutions, including life, disability, and critical illness insurance, wealth management, and corporate financial planning. We empower clients to protect their assets, optimize tax strategies, and achieve long-term financial security. Our team of experts delivers personalized service, leveraging strategic partnerships to provide comprehensive, innovative financial products.
Life Insurance Disability Insurance Critical Illness Insurance
CHSP Financial provides tailored insurance and financial planning solutions, including life insurance, critical illness coverage, disability protection, travel insurance, and investment products like RRSPs and TFSAs. We help Canadian families and businesses achieve financial security through personalized strategies that address protection and wealth-building needs.
Life Insurance Travel Insurance Group Insurance
Tanner Financial provides comprehensive group benefits and insurance solutions for small businesses in Ontario. Specializing in the not-for-profit Chambers Plan, we offer stable, customizable coverage options starting from one employee. Our services include extended health care, dental, life insurance, and disability coverage with a focus on personalized support and competitive rates.
Extended Health Care Prescription Drugs Dental Coverage
Great service! Cost efficient plan Timely claims processing
3 I Financial provides tailored financial advisory services, including investment management, insurance solutions, and group benefits, to individuals and businesses in the Greater Toronto Area. Our client-focused approach combines partnerships with leading providers and ethical expertise to help clients achieve long-term financial goals.
Financial Advisory Investment Management Insurance Solutions
First Choice Financial Inc. is a Markham-based financial services firm established in 1998. We specialize in insurance solutions, retirement planning, and wealth management, offering personalized strategies to protect families and investments. Our client-centric approach combines expertise with integrity to deliver comprehensive financial solutions.
Life Insurance Disability Insurance Critical Illness Insurance
Custom Financial Services offers personalized financial planning solutions for estate management, retirement, insurance, and investment strategies. With nearly 60 years of industry experience, we prioritize client education and transparent advisory services. Our expertise in tax-advantaged savings vehicles and customized wealth transfer solutions supports long-term financial security.
Estate Planning Insurance Solutions Investments
The Global family of companies provides comprehensive financial services across Canada, specializing in insurance, investment management, and registered education savings plans. Founded in 1998, we serve individuals, families, and businesses with tailored solutions designed to secure financial futures. Our subsidiaries include Global Maxfin Investments Inc., Global Insurance Solutions Inc., and Global Growth Assets Inc.
Life Insurance Disability Insurance Mutual Funds
Not rated yet
Page & Associates
44 Years
Not rated yet
Page & Associates provides strategic financial planning and investment management services tailored to affluent families and business owners. We specialize in wealth preservation, tax-efficient strategies, and intergenerational legacy planning. Our client-focused approach combines personalized service with industry-leading expertise to deliver long-term financial security.
Financial Planning Investment Management Guaranteed Investments
Personalized service Proactive tax strategies Intergenerational planning expertise
Canso Investment Counsel specializes in Canadian corporate bond management, offering tailored investment strategies for institutional and private clients. Since 1997, we've delivered superior performance through fundamental credit research and proprietary risk management techniques. Our ESG-integrated approach ensures long-term value creation while maintaining strict adherence to fiduciary responsibilities.
Corporate Bond Management Institutional Investment Solutions Private Investment Strategies
Markham (6.4 km) Concord (10.5 km) North York (13.4 km) Scarborough (16.8 km) Toronto (24.5 km) Etobicoke (28.2 km) Mississauga (36.4 km) Whitby (37.9 km) Thornhill (6.3 km) Maple (8.0 km)