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Home Financial Advising & Planning Canada

Top Strategic Financial Planning Firms in Canada

Ratings Updated: April 1, 2026
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8 Leaders 15 Contenders

164 Companies

Country: Canada

List of the Top Canada Strategic Financial Planners

  • Vistance Capital Advisory, as seen on BNN Bloomberg, Globe and Mail and Financial Post Logotype

    5.0 5 reviews
    $1,000+
    $50 - $99 / hr
    10 - 49
    Toronto, Canada

    Services provided

    10% Financial Advising & Planning
    40% Accounting
    15% Commercial Financing +3 services
    15% Funding & Investment
    10% Business Consulting
    10% Finance & Accounting Outsourcing (FAO)

    Vistance Capital Advisory, as seen on BNN Bloomberg, Globe and Mail and Financial Post, is a financial advisory firm providing comprehensive financial management, accounting, and strategic planning services. Consistently praised for their expertise and proactive communication, 100% of reviewers reported successful project outcomes, highlighting their ability to deliver tailored solutions on time and as promised.

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    Reviews mention Unique expertise

    Clients consistently commend Vistance Capital Advisory for their unique financial expertise, noting their ability to provide actionable insights and tailored solutions. One client highlighted the firm's industry experience, which significantly improved their accounting approach, while another praised their resourcefulness and in-house capabilities, describing them as a 'one-stop shop.' Overall sentiment reflects strong satisfaction with the firm's specialized knowledge and professional service.
    • CFO Services for Clinic
      5.0 Aug 23, 2021

      Financial expertise was helpful and some industry experience also lended to how we should be structuring our approach and accounting.

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    • Accounting Services for Food Product Distributor
      5.0 Aug 19, 2021

      Ability to draw on in-house expertise to tackle distinct tasks. They're a good one-stop shop.

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    Industry Experience

    Vistance Capital Advisory demonstrates significant expertise across various industries, including Consumer Products, Healthcare, Food & Beverages, and Automotive. Clients commend their comprehensive financial management, timely communication, and ability to tailor services to specific needs. In Consumer Products, they facilitated a successful $3 million funding round; in Healthcare, they improved financial reporting; in Food & Beverages, they provided valuable business insights; and in Automotive, they enhanced cash flow visibility. Overall, the sentiment reflects strong satisfaction and a positive impact across these sectors.

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    Consumer Products Healthcare Food & Beverages Automotive

    Average Project Cost Breakdown

    $50,000 to $199,999 (2) Less than $10,000 (1) $10,000 to $49,000 (1)

    What Clients Have Said

    Clients of Vistance Capital Advisory consistently highlight the company's fair pricing and value for money. One client noted their 'reasonable, understanding and actionable plan' which significantly reduced prior costs. Another emphasized the 'flexible and fair monthly billing structure' that aligned with their financial needs. Overall, the sentiment reflects satisfaction with the cost-effectiveness of services, particularly in achieving measurable outcomes such as improved financial management and operational efficiency.
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  • Muia Consulting Logotype

    5.0 2 reviews
    Undisclosed
    Undisclosed
    2 - 9
    Vaughan, Canada

    Services provided

    20% Financial Advising & Planning
    50% Accounting
    20% Financial Consulting +1 service
    10% Business Consulting

    Muia Consulting is a professional accounting and bookkeeping firm known for its efficiency and flexibility in managing financial systems. With clients praising their organized communication and collaborative approach, 100% of reviewers highlight their professionalism and friendly demeanor. Despite minor growing pains, Muia Consulting's commitment to client satisfaction is a common theme across reviews.

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    Reviews mention Puts the customer first

    Muia Consulting demonstrates a strong customer-first approach, as evidenced by their commitment to client satisfaction and integration into client teams. One client noted their reputation consciousness and willingness to go above and beyond to meet needs. Additionally, they effectively implemented processes to resolve specific challenges promptly. While some growing pains were mentioned, the overall sentiment reflects a dedication to problem-solving and prioritizing customer success.
    • Accounting Services for Health & Wellness E-Commerce Store
      5.0 Jan 25, 2022

      They were onboarded onto our internal slack. They work as if they were really a part of our team. They are very reputation conscious and will go above and beyond to satisfy their clients.

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    Industry Experience

    Muia Consulting has demonstrated expertise in the Restaurants and Wellness & Fitness industries, receiving positive feedback for their professionalism, efficiency, and adaptability. Clients in the restaurant sector praised their organizational skills and flexibility in billing, while those in wellness noted effective cash flow management and process implementation. Overall, sentiment across both industries is highly favorable, indicating that Muia Consulting is well-equipped to support businesses seeking streamlined financial operations and dedicated service.

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    Restaurants Wellness & Fitness

    Average Project Cost Breakdown

    Less than $10,000 (1) $10,000 to $49,000 (1)

    What Clients Have Said

    Muia Consulting is noted for its affordable pricing and flexible billing structure, allowing clients to control their expenses. One client emphasized their services as 'very affordably priced,' while another highlighted their flexibility in payment. Overall, clients express satisfaction with the value received for their investment, citing efficiency and professionalism as key strengths. The sentiment reflects a strong perception of value for money, with clients appreciating both the cost and the quality of services provided.
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  • RMI LLP Logotype

    4.5 1 review
    Undisclosed
    Undisclosed
    10 - 49
    Calgary, Canada

    Services provided

    25% Financial Advising & Planning
    50% Accounting
    25% Business Consulting

    RMI LLP is an accounting firm that offers tax services and consulting, particularly excelling in QuickBooks solutions. The firm has been praised for its timely and efficient management, with 100% of feedback highlighting their proactive issue resolution and effective communication. While minor transition issues were noted, clients regard RMI LLP as a reliable partner for accounting needs.

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    Industry Experience

    RMI LLP has demonstrated expertise primarily in the Healthcare industry, particularly assisting technology startups in managing accounting and tax services. Clients have noted their responsiveness, effective communication, and valuable consulting insights that enhance operational efficiency. Overall sentiment reflects a strong partnership and a high level of satisfaction, although there are suggestions for improving transition processes when team changes occur. Potential clients in the Healthcare sector can expect reliable support and strategic financial management.

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    Healthcare

    Average Project Cost Breakdown

    $10,000 to $49,000 (1)

    What Clients Have Said

    Clients have expressed positive sentiments regarding RMI LLP's cost-effectiveness and value for money. One reviewer noted an investment of $20,000–$30,000 for ongoing services, highlighting the firm's timely tax management and effective consulting that improved their operational efficiency. Additionally, the reviewer emphasized the strong partnership and valuable recommendations provided by RMI, suggesting that they deliver significant value relative to their pricing, despite some minor communication issues during staff transitions.
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    More responsive than most other service providers

    RMI LLP is very responsive

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  • Orbit Accountants Logotype

    5.0 1 review
    Undisclosed
    Undisclosed
    10 - 49
    Toronto, Canada

    Services provided

    20% Financial Advising & Planning
    20% Accounting
    20% Business Consulting +2 services
    20% Finance & Accounting Outsourcing (FAO)
    20% Financial Consulting

    Orbit Accountants is a financial advising and planning firm offering services such as strategic financial planning, cash flow management, and tax advisory. With 100% positive reviews, clients praise their deep industry expertise, personalized approach, and exceptional project management, resulting in improved cash flow, successful fundraising, and significant cost savings. Reviewers frequently highlight the firm's ability to tailor financial strategies to specific business needs.

    See all 1 projects
    1 of 1 Financial Advising & Planning reviews are 5 stars
    1 new review for Financial Advising & Planning in past 6 months
    $50,000 – $199,999 avg. project cost

    Financial Advising & Planning PROJECT HIGHLIGHT

    Fractional CFO & Financial Consulting for Payment Platform

    5.0 — Orbit Accountants provides accounting and fractional CFO services for a payment platform. The team is responsible for developing a financial strategy, managing cash flow, and providing tax advisory Read more
    Read 1 Review

    Industry Experience

    Orbit Accountants has received positive feedback primarily from the financial services industry. Clients commend their expertise in strategic financial planning, cash flow management, and fundraising support, reporting improved cash flow by ~25% and successful fundraising efforts. Their proactive project management and tailored approach enhance client relations and streamline financial operations. Given their strengths in financial advisory and compliance, Orbit Accountants is well-suited for businesses seeking robust financial management solutions in the financial services sector.

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    Financial services

    Average Project Cost Breakdown

    What Clients Have Said

    Clients have consistently praised Orbit Accountants for their competitive pricing and strong value for money. One client noted that their pricing fit within budget and highlighted the good value received for the cost. Additionally, the optimization of financial processes led to a 10% reduction in operational costs, further demonstrating their cost-effectiveness. Overall, the sentiment reflects satisfaction with the financial services provided, emphasizing both affordability and quality.
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  • ADYZER Logotype

    5.0 1 review
    Undisclosed
    < $25 / hr
    10 - 49
    Mississauga, Canada

    Services provided

    20% Financial Advising & Planning
    70% Accounting
    10% Financial Consulting

    ADYZER is a financial advising and planning company specializing in streamlining e-commerce accounting, managing payroll, and ensuring tax compliance. Reviews highlight their efficient project management and proactive communication, with 100% of feedback noting enhanced financial insights and operational efficiency. A suggested improvement includes a more user-friendly client dashboard for real-time financial tracking.

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    1 of 1 Financial Advising & Planning reviews are 5 stars
    1 new review for Financial Advising & Planning in past 6 months
    Less than $10,000 avg. project cost

    Financial Advising & Planning PROJECT HIGHLIGHT

    Accounting Services for Digital Agency

    5.0 — ADYZER provided accounting services for a digital agency. The team managed e-commerce accounting, tracked sales, handled payroll processes, ensured tax compliance, and generated financial reports. Read more
    Read 1 Review

    Industry Experience

    ADYZER has demonstrated expertise in the Advertising & Marketing industry, particularly in streamlining e-commerce accounting and enhancing financial management for digital agencies. Feedback highlights their strengths in project management, timely delivery, and proactive communication, leading to improved operational efficiency and financial insights. Overall sentiment in this industry is positive, indicating that ADYZER is a suitable partner for businesses seeking tailored digital solutions and enhanced financial strategies.

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    Select Industry to see insights

    Advertising & marketing

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Clients have noted that ADYZER offers good value for money, with one reviewer highlighting that their pricing fit within budget while still delivering quality results. The company's ability to streamline accounting processes and ensure timely deliverables has been commended, reflecting positively on their overall cost-effectiveness. However, there is a suggestion for improvement in providing a more user-friendly client dashboard to enhance transparency, which could further increase perceived value.
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  • Jaberson & Associates Logotype

    5.0 2 reviews
    Undisclosed
    Undisclosed
    10 - 49
    Edmonton, Canada

    Services provided

    50% Financial Advising & Planning
    50% Accounting

    Jaberson & Associates is a diversified company offering both web development and accounting services. Feedback from their clients is overwhelmingly positive, with 100% mentioning effective communication and satisfaction with project outcomes such as increased savings and improved web engagement. Their expertise in accounting and dedication to timely delivery in web projects were particularly highlighted by reviewers.

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    Reviews mention Great project management

    Clients consistently praise Jaberson & Associates for their exceptional project management skills. One client highlighted their transparency and effective use of Google Sheets to track progress and deadlines, ensuring clear communication throughout the engagement. The VP of MHCare Medical noted that their project management is 'powerful' and emphasized the team's knowledge in maximizing tax savings. Overall, the sentiment is overwhelmingly positive, with clients expressing satisfaction and confidence in the firm's capabilities.
    • Accounting Services for Health Solutions Provider
      5.0 Nov 17, 2021

      Their project management is powerful — they’re transparent when it comes to what they’re working on and when they’ll be finished. We use Google Sheets to manage the project. The spreadsheet details their progress, submission deadlines, what they need from us, and so on.

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    Industry Experience

    Jaberson & Associates has received positive feedback across diverse industries, notably in Design and Logistics & Supply Chain. In the Design sector, they are commended for their effective communication and timely delivery, enhancing website user engagement. In the Logistics & Supply Chain field, their accounting expertise significantly improved financial management, ensuring optimal tax benefits and cost savings. Overall, their strengths lie in project management and financial acumen, making them a strong fit for clients seeking support in design and accounting services.

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    Select Industry to see insights

    Design Logistics & Supply Chain

    Average Project Cost Breakdown

    Less than $10,000 (1) $10,000 to $49,000 (1)

    What Clients Have Said

    Clients have expressed satisfaction with Jaberson & Associates regarding their cost-effectiveness and value for money. One client noted that the pricing fit their budget, while another emphasized that the company's expertise allowed them to maximize tax savings, resulting in significant financial benefits. Overall, feedback indicates that Jaberson & Associates delivers quality services at a competitive price, with successful outcomes in project management and communication.
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  • Kinden Accounting & Advisory Logotype

    5.0 1 review
    Undisclosed
    Undisclosed
    2 - 9
    Dartmouth, Canada

    Services provided

    35% Financial Advising & Planning
    35% Accounting
    30% Business Consulting

    Kinden Accounting & Advisory is a bookkeeping service provider specializing in creating and maintaining financial systems using platforms like QuickBooks. Reviews indicate a high level of satisfaction, with clients praising their accurate reporting and financial planning advice. Notably, 100% of reviewers highlight their excellent communication and project management skills, affirming a seamless and reliable partnership experience.

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    Industry Experience

    Kinden Accounting & Advisory has proven expertise in the ophthalmic materials industry, providing comprehensive bookkeeping and financial planning services. Clients report a significant improvement in financial organization, accuracy, and literacy, which enables better forecasting. The firm is commended for its excellent project management and responsive communication. Overall sentiment is positive, particularly for small to medium-sized businesses across various sectors seeking reliable accounting solutions.

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    Other Industry

    Average Project Cost Breakdown

    $10,000 to $49,000 (1)

    What Clients Have Said

    Clients commend Kinden Accounting & Advisory for their reasonable pricing and consistent adherence to initial quotes, fostering trust and transparency. One client noted spending approximately $20,000 CAD, emphasizing the high value received through organized financial documentation and improved financial literacy. Overall sentiment reflects satisfaction with the cost-effectiveness of their services, with clients appreciating the balance between affordability and quality.
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  • L.Zinman & Company Logotype

    5.0 1 review
    Undisclosed
    Undisclosed
    2 - 9
    Ottawa, Canada

    Services provided

    25% Financial Advising & Planning
    50% Accounting
    25% Commercial Financing

    L.Zinman & Company is a corporate and personal accounting firm that provides comprehensive bookkeeping and tax services. Their professional approach, proactive communication, and ability to deliver significant cost savings are consistently praised, with 100% of reviewers highlighting their expertise in navigating complex financial landscapes, particularly during the COVID-19 pandemic. The company is commended for its excellent project management and effective client communication.

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    Industry Experience

    L.Zinman & Company has garnered positive feedback primarily in the Healthcare sector, where they provide comprehensive accounting and tax services. Clients appreciate their expertise in identifying tax rebates and navigating financial challenges, particularly during the COVID-19 pandemic. Strengths include proactive communication, effective project management, and significant cost savings. Their services are well-suited for clients in the Healthcare industry, particularly those needing customized financial strategies and support.

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    Healthcare

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    L.Zinman & Company is praised for delivering exceptional value for money, with clients reporting significant cost savings and valuable tax insights. One client noted that their accountant facilitated savings of approximately $17,000 CAD through tax rebates and effectively managed COVID-19 relief applications, showcasing their proactive approach. The overall sentiment reflects satisfaction with the investment of around $10,000 CAD, which has yielded substantial financial benefits, indicating a strong return on investment.
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  • HoriZen Capital Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Edmonton, Canada

    Services provided

    50% Financial Advising & Planning
    25% Business Consulting
    25% Commercial Financing

    HoriZen Capital is a Financial Advising & Planning company. Located in Edmonton, Canada, the firm was founded in 2018. Their services include Financial Advising & Planning and Business Consulting.

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  • Deloitte Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10,000+
    Toronto, Canada

    Services provided

    25% Financial Advising & Planning
    25% Accounting
    25% Business Consulting +1 service
    25% Commercial Financing

    Deloitte is a large Business Consulting company based in Toronto, Canada and New York, New York. Their services include Business Consulting and Commercial Financing.

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  • Accountants 2.0 Logotype

    Not yet reviewed

    $10,000+
    $100 - $149 / hr
    10 - 49
    Windsor, Canada

    Services provided

    100% Financial Advising & Planning

    Launched in 2000, Accountants 2.0 is a small Financial Advising & Planning company. Their services include Financial Advising & Planning.

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  • Sunlite Mortgage Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    Toronto, Canada

    Services provided

    100% Financial Advising & Planning

    Launched in 2019, Sunlite Mortgage is a Financial Advising & Planning company. The team specializes in Financial Advising & Planning.

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  • Diabsolut Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    Pointe-Claire, Canada

    Services provided

    30% Financial Advising & Planning
    30% CRM Consulting and SI
    15% Cloud Consulting & SI +3 services
    10% Business Consulting
    10% Corporate Training & Coaching
    5% HR Consulting

    Diabsolut is a CRM consulting and SI company. In Pointe-Claire, Canada, their midsize team focuses on CRM consulting and SI and Financial Advising & Planning. The firm was launched in 2003.

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  • Westcap Wealth Logotype

    Not yet reviewed

    $1,000+
    < $25 / hr
    50 - 249
    Calgary, Canada

    Services provided

    100% Financial Advising & Planning

    Westcap Wealth is a Financial Advising & Planning company established in 2020. Their team provides Financial Advising & Planning.

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  • Onyx Adjusting Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Toronto, Canada

    Services provided

    50% Financial Advising & Planning
    50% Insurance Services & Brokers

    Established in 2020, Onyx Adjusting is a Financial Advising & Planning and Insurance Services & Brokers company. The team offers Financial Advising & Planning and Insurance Services & Brokers.

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  • Brace Financial Services Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Burnaby, Canada

    Services provided

    50% Financial Advising & Planning
    50% Financial Consulting

    Brace Financial Services is a small Financial Advising & Planning and Financial Consulting company founded in 2022. Their team offers Financial Advising & Planning and Financial Consulting.

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  • JourneyApproved Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Port Coquitlam, Canada

    Services provided

    50% Financial Advising & Planning
    50% Financial Consulting

    Founded in 2022, JourneyApproved is a Financial Advising & Planning and Financial Consulting company. The firm provides Financial Advising & Planning and Financial Consulting, and is small.

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  • Bullseye Accounting & Tax Services Inc Logotype

    Not yet reviewed

    $1,000+
    $25 - $49 / hr
    10 - 49
    Calgary, Canada

    Services provided

    50% Financial Advising & Planning
    50% Accounting

    Bullseye Accounting & Tax Services Inc is an Accounting and Financial Advising & Planning company. Established in 1996, the team focuses on Accounting and Financial Advising & Planning.

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  • Surrey Logotype

    Not yet reviewed

    $1,000+
    $100 - $149 / hr
    10 - 49
    Surrey, Canada

    Services provided

    50% Financial Advising & Planning
    50% Accounting

    Surrey is an Accounting and Financial Advising & Planning company. They were founded in 2013, and their services include Accounting and Financial Advising & Planning.

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  • Covello Financial Group Inc. Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Thunder Bay, Canada

    Services provided

    100% Financial Advising & Planning

    Covello Financial Group Inc. Is a Thunder Bay, Canada-based Financial Advising & Planning company. They specialize in Financial Advising & Planning.

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  • MB Accounting Logotype

    Not yet reviewed

    $50,000+
    $50 - $99 / hr
    250 - 999
    Toronto, Canada

    Services provided

    25% Financial Advising & Planning
    50% Accounting
    25% Financial Consulting

    Founded in 1996, MB Accounting is an Accounting company. The team provides Accounting and Financial Advising & Planning.

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  • The Mortgage Force Team Edmonton -Dominion Lending Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Edmonton, Canada

    Services provided

    100% Financial Advising & Planning

    The Mortgage Force Team Edmonton -Dominion Lending is an Edmonton, Canada-based Financial Advising & Planning company. Launched in 2012, the team offers Financial Advising & Planning.

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  • OpnRoad Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Revelstoke, Canada

    Services provided

    50% Financial Advising & Planning
    40% Business Consulting
    10% Financial Consulting

    OpnRoad is a small Financial Advising & Planning company established in 2015. Their team provides Financial Advising & Planning and Business Consulting.

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  • Team Uppal Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Mississauga, Canada

    Services provided

    100% Financial Advising & Planning

    Team Uppal is a Mississauga, Canada-based Financial Advising & Planning company. Established in 2022, the team focuses on Financial Advising & Planning.

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  • Petrie Raymond Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Montréal, Canada

    Services provided

    33% Financial Advising & Planning
    34% Accounting
    33% Business Consulting

    Launched in 1923, Petrie Raymond is an Accounting company. The agency provides Accounting and Business Consulting.

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  • Sharp Asset Management Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Toronto, Canada

    Services provided

    100% Financial Advising & Planning

    Financial Advising & Planning company Sharp Asset Management is based in Toronto, Canada. The team specializes in Financial Advising & Planning.

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  • Lachlan Capital Logotype

    Not yet reviewed

    $5,000+
    $100 - $149 / hr
    10 - 49
    Kitchener, Canada

    Services provided

    50% Financial Advising & Planning
    50% Commercial Financing

    Lachlan Capital, a Commercial Financing and Financial Advising & Planning company, is headquartered in Kitchener, Canada. Their services include Commercial Financing and Financial Advising &

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  • S. Rikhi Professional Accountant Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Calgary, Canada

    Services provided

    50% Financial Advising & Planning
    50% Accounting

    S. Rikhi Professional Accountant is an Accounting and Financial Advising & Planning company. The Calgary, Canada-based agency focuses on Accounting and Financial Advising & Planning.

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  • Elune Financial Logotype

    Not yet reviewed

    $5,000+
    $25 - $49 / hr
    10 - 49
    Guelph, Canada

    Services provided

    50% Financial Advising & Planning
    50% Financial Consulting

    Financial Advising & Planning and Financial Consulting company Elune Financial focuses on Financial Advising & Planning and Financial Consulting. They are based in Guelph, Canada.

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  • McKenna Fund Logotype

    Not yet reviewed

    $5,000+
    $25 - $49 / hr
    10 - 49
    Kitchener, Canada

    Services provided

    50% Financial Advising & Planning
    50% Financial Consulting

    McKenna Fund, a small Financial Advising & Planning and Financial Consulting company, is based in Kitchener, Canada. The team offers Financial Advising & Planning and Financial Consulting.

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  • CapacityHive Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Milton, Canada

    Services provided

    50% Financial Advising & Planning
    50% Accounting

    CapacityHive, an Accounting and Financial Advising & Planning company, is headquartered in Milton, Canada. They focus on Accounting and Financial Advising & Planning and were founded in 2017.

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  • Mohit Grover Logotype

    Not yet reviewed

    $1,000+
    $100 - $149 / hr
    10 - 49
    Mississauga, Canada

    Services provided

    25% Financial Advising & Planning
    25% Accounting
    25% Commercial Financing +1 service
    25% Insurance Services & Brokers

    Mohit Grover is a Commercial Financing company. They are headquartered in Mississauga, Canada and have small team of experts. Their services include Commercial Financing and Accounting.

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  • Altmaven Capital Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Toronto, Canada

    Services provided

    25% Financial Advising & Planning
    25% Business Consulting
    25% Financial Consulting +1 service
    25% Funding & Investment

    Founded in 2019, Altmaven Capital is a small Business Consulting company. Their services include Business Consulting and Financial Advising & Planning.

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  • Freedom Capital Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Surrey, Canada

    Services provided

    30% Financial Advising & Planning
    50% Commercial Financing
    20% Commercial Brokerage Services

    Freedom Capital, a Commercial Financing company, was established in 2016. The small team offers Commercial Financing and Financial Advising & Planning.

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  • DKL Accounting LLc Logotype

    Not yet reviewed

    $1,000+
    $50 - $99 / hr
    2 - 9
    Calgary, Canada

    Services provided

    50% Financial Advising & Planning
    50% Accounting

    DKL Accounting LLc is an Accounting and Financial Advising & Planning company. They are located in York, Maine and Calgary, Canada. Their team provides Accounting and Financial Advising & Planning.

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    Calgary, Canada

    3rd Ave SE
    Calgary, Canada T2A7W5

    2 - 5

    +1(617) 520-4122

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  • John Moakler Logotype

    Not yet reviewed

    $5,000+
    $25 - $49 / hr
    2 - 9
    Toronto, Canada

    Services provided

    50% Financial Advising & Planning
    50% Business Consulting

    John Moakler is a Business Consulting and Financial Advising & Planning company. Their team is located in Toronto, Canada. The firm provides Business Consulting and Financial Advising & Planning.

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  • Irimia Partners Logotype

    Not yet reviewed

    $250,000+
    $300+ / hr
    2 - 9
    Ottawa, Canada

    Services provided

    60% Financial Advising & Planning
    25% Funding & Investment
    15% Business Consulting

    Launched in 2023, Irimia Partners is a small Financial Advising & Planning company. Their team specializes in Financial Advising & Planning and Funding & Investment.

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  • Ribeyre Chang Haylock Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Port Coquitlam, Canada

    Services provided

    30% Financial Advising & Planning
    60% Accounting
    10% Funding & Investment

    Ribeyre Chang Haylock, an Accounting company, was founded in 1994. They specializes in Accounting and Financial Advising & Planning.

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  • DCP Accounting Logotype

    Not yet reviewed

    Undisclosed
    $25 - $49 / hr
    2 - 9
    Burlington, Canada

    Services provided

    30% Financial Advising & Planning
    50% Accounting
    10% Funding & Investment +1 service
    10% Insurance Services & Brokers

    DCP Accounting is an Accounting company. The team focuses on Accounting and Financial Advising & Planning and is based in Burlington, Canada.

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  • Allied Insurance Services Inc Logotype

    Not yet reviewed

    $1,000+
    $50 - $99 / hr
    50 - 249
    Surrey, Canada

    Services provided

    20% Financial Advising & Planning
    80% Insurance Services & Brokers

    Insurance Services & Brokers company Allied Insurance Services Inc was founded in 2000. Based in Surrey, Canada, the team provides Insurance Services & Brokers and Financial Advising & Planning.

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  • Numeracy Accounting Solutions Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Mississauga, Canada

    Services provided

    20% Financial Advising & Planning
    20% Accounting
    20% Finance & Accounting Outsourcing (FAO) +2 services
    20% Financial Consulting
    20% Tax Law

    Numeracy Accounting Solutions is a Mississauga, Canada-based Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.

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  • Block3 Finance Logotype

    Not yet reviewed

    $5,000+
    $150 - $199 / hr
    50 - 249
    Newmarket, Canada

    Services provided

    25% Financial Advising & Planning
    30% Tax Law
    25% Accounting +1 service
    20% Blockchain

    Block3 Finance is a midsize Tax Law company in Newmarket, Canada and Dubai, United Arab Emirates. The team offers Tax Law and Accounting.

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  • SERELIS Logotype

    Not yet reviewed

    $1,000+
    Undisclosed
    10 - 49
    Gatineau, Canada

    Services provided

    35% Financial Advising & Planning
    35% Financial Consulting
    30% Accounting

    SERELIS is a Financial Advising & Planning company. They are based in Gatineau, Canada and have small team. They provide Financial Advising & Planning and Financial Consulting.

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  • ICON Property Management Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Toronto, Canada

    Services provided

    20% Financial Advising & Planning
    20% Accounting
    20% Business Consulting +2 services
    20% Commercial Financing
    20% Financial Consulting

    Based in Toronto, Canada, ICON Property Management is a Business Consulting company. They offer Business Consulting and Commercial Financing and were founded in 1995.

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  • Crescendo Accounting & Consulting, CPA Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Calgary, Canada

    Services provided

    33% Financial Advising & Planning
    34% Accounting
    33% Finance & Accounting Outsourcing (FAO)

    Crescendo Accounting & Consulting, CPA, an Accounting company, is headquartered in Calgary, Canada. Founded in 2020, the team specializes in Accounting and Finance & Accounting Outsourcing (FAO).

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  • SUMMIT72 Logotype

    Not yet reviewed

    $1,000+
    $150 - $199 / hr
    2 - 9
    Calgary, Canada

    Services provided

    20% Financial Advising & Planning
    30% Business Consulting
    20% Commercial Financing +2 services
    20% Funding & Investment
    10% Financial Consulting

    SUMMIT72 is a Business Consulting company in Calgary, Canada. They provide Business Consulting and Commercial Financing.

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  • Mortgage Design Group Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Calgary, Canada

    Services provided

    25% Financial Advising & Planning
    25% Commercial Financing
    25% Financial Consulting +1 service
    25% Insurance Services & Brokers

    Launched in 2000, Mortgage Design Group is a Commercial Financing company. The team provides Commercial Financing and Financial Advising & Planning and is based in Calgary, Canada.

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  • Small Business Tax Accountants Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Calgary, Canada

    Services provided

    20% Financial Advising & Planning
    40% Accounting
    20% Business Consulting +1 service
    20% Tax Law

    Small Business Tax Accountants is a small Accounting company based in Calgary, Canada and Calgary, Canada. Their services include Accounting and Business Consulting.

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  • NowCPA Logotype

    Not yet reviewed

    $100,000+
    Undisclosed
    10 - 49
    Medicine Hat, Canada

    Services provided

    20% Financial Advising & Planning
    20% Accounting
    20% Business Valuation Services +2 services
    20% Finance & Accounting Outsourcing (FAO)
    20% Financial Consulting

    NowCPA is a Finance & Accounting Outsourcing (FAO) company. Launched in 2018, the team offers Finance & Accounting Outsourcing (FAO) and Accounting.

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  • Taxccount Canada Logotype

    5.0 1 review
    $25,000+
    < $25 / hr
    10 - 49
    Toronto, Canada

    Services provided

    25% Financial Advising & Planning
    25% Accounting
    25% Financial Consulting +1 service
    25% Fractional CFO Services

    Managing tax accounting efficiently requires expert guidance, whether it's for bookkeeping near me tax filing near me, or comprehensive accounting services. At Taxccount Canada Inc. connect you with

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Ability to deliver
Focus
Clutch Leaders Matrix

Rollover to see company insights or click a company below for more details.

1 Vistance Capital Advisory, as seen on BNN Bloomberg, Globe and Mail and Financial Post
2 Muia Consulting
3 RMI LLP
4 Orbit Accountants
5 ADYZER
6 Jaberson & Associates
7 Kinden Accounting & Advisory
8 L.Zinman & Company

List of the Top 8 Canada Strategic Financial Planners

  1. Vistance Capital Advisory, as seen on BNN Bloomberg, Globe and Mail and Financial Post Logotype

    Vistance Capital Advisory, as seen on BNN Bloomberg, Globe and Mail and Financial Post

    $1,000+
    $50 - $99 / hr
    10 - 49
    Toronto, Canada

    Ability to deliver

    34.6/40.0
    16.2/20 Reviews
    9.5/10 Clients & Experience
    8.9/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    90% Other
    View Profile Visit Website
  2. Muia Consulting Logotype

    Muia Consulting

    Undisclosed
    Undisclosed
    2 - 9
    Vaughan, Canada

    Ability to deliver

    25.2/40.0
    16.2/20 Reviews
    2.5/10 Clients & Experience
    6.5/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    80% Other
    View Profile Visit Website
  3. RMI LLP Logotype

    RMI LLP

    Undisclosed
    Undisclosed
    10 - 49
    Calgary, Canada

    Ability to deliver

    22/40.0
    14.6/20 Reviews
    1.4/10 Clients & Experience
    6/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    75% Other
    View Profile Visit Website
  4. Orbit Accountants Logotype

    Orbit Accountants

    Undisclosed
    Undisclosed
    10 - 49
    Toronto, Canada

    Ability to deliver

    21.3/40.0
    16.4/20 Reviews
    0/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    80% Other
    View Profile Visit Website
  5. ADYZER Logotype

    ADYZER

    Undisclosed
    < $25 / hr
    10 - 49
    Mississauga, Canada

    Ability to deliver

    21.1/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    80% Other
    View Profile Visit Website
  6. Jaberson & Associates Logotype

    Jaberson & Associates

    Undisclosed
    Undisclosed
    10 - 49
    Edmonton, Canada

    Ability to deliver

    16.2/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Other
    View Profile Visit Website
  7. Kinden Accounting & Advisory Logotype

    Kinden Accounting & Advisory

    Undisclosed
    Undisclosed
    2 - 9
    Dartmouth, Canada

    Ability to deliver

    16.2/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    35% Financial Advising & Planning
    65% Other
    View Profile Visit Website
  8. L.Zinman & Company Logotype

    L.Zinman & Company

    Undisclosed
    Undisclosed
    2 - 9
    Ottawa, Canada

    Ability to deliver

    16.2/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    75% Other
    View Profile Visit Website
  9. HoriZen Capital Logotype

    HoriZen Capital

    Undisclosed
    Undisclosed
    2 - 9
    Edmonton, Canada

    Ability to deliver

    9.2/40.0
    0/20 Reviews
    2.1/10 Clients & Experience
    7.1/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Other
    View Profile Visit Website
  10. Deloitte Logotype

    Deloitte

    Undisclosed
    Undisclosed
    10,000+
    Toronto, Canada

    Ability to deliver

    6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    6/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    75% Other
    View Profile Visit Website
  11. Accountants 2.0 Logotype

    Accountants 2.0

    $10,000+
    $100 - $149 / hr
    10 - 49
    Windsor, Canada

    Ability to deliver

    6.7/40.0
    0/20 Reviews
    1.4/10 Clients & Experience
    5.4/10 Market Presence

    Service focus

    100% Financial Advising & Planning
    View Profile Visit Website
  12. Sunlite Mortgage Logotype

    Sunlite Mortgage

    Undisclosed
    Undisclosed
    250 - 999
    Toronto, Canada

    Ability to deliver

    5.3/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    100% Financial Advising & Planning
    View Profile Visit Website
  13. Diabsolut Logotype

    Diabsolut

    Undisclosed
    Undisclosed
    250 - 999
    Pointe-Claire, Canada

    Ability to deliver

    5.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.6/10 Market Presence

    Service focus

    30% Financial Advising & Planning
    70% Other
    View Profile Visit Website
  14. Westcap Wealth Logotype

    Westcap Wealth

    $1,000+
    < $25 / hr
    50 - 249
    Calgary, Canada

    Ability to deliver

    4.9/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    100% Financial Advising & Planning
    View Profile Visit Website
  15. Onyx Adjusting Logotype

    Onyx Adjusting

    Undisclosed
    Undisclosed
    10 - 49
    Toronto, Canada

    Ability to deliver

    5.7/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.7/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Other
    View Profile Visit Website
  16. Brace Financial Services Logotype

    Brace Financial Services

    Undisclosed
    Undisclosed
    2 - 9
    Burnaby, Canada

    Ability to deliver

    6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    6/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Other
    View Profile Visit Website
  17. JourneyApproved Logotype

    JourneyApproved

    Undisclosed
    Undisclosed
    10 - 49
    Port Coquitlam, Canada

    Ability to deliver

    5.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Other
    View Profile Visit Website
  18. Bullseye Accounting & Tax Services Inc Logotype

    Bullseye Accounting & Tax Services Inc

    $1,000+
    $25 - $49 / hr
    10 - 49
    Calgary, Canada

    Ability to deliver

    4.9/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Other
    View Profile Visit Website
  19. Surrey Logotype

    Surrey

    $1,000+
    $100 - $149 / hr
    10 - 49
    Surrey, Canada

    Ability to deliver

    4.9/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Other
    View Profile Visit Website
  20. Covello Financial Group Inc. Logotype

    Covello Financial Group Inc.

    Undisclosed
    Undisclosed
    10 - 49
    Thunder Bay, Canada

    Ability to deliver

    4.9/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    100% Financial Advising & Planning
    View Profile Visit Website
  21. MB Accounting Logotype

    MB Accounting

    $50,000+
    $50 - $99 / hr
    250 - 999
    Toronto, Canada

    Ability to deliver

    5.3/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    75% Other
    View Profile Visit Website
  22. The Mortgage Force Team Edmonton -Dominion Lending Logotype

    The Mortgage Force Team Edmonton -Dominion Lending

    Undisclosed
    Undisclosed
    2 - 9
    Edmonton, Canada

    Ability to deliver

    5.3/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    100% Financial Advising & Planning
    View Profile Visit Website
  23. OpnRoad Logotype

    OpnRoad

    Undisclosed
    Undisclosed
    2 - 9
    Revelstoke, Canada

    Ability to deliver

    5.3/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Other
    View Profile Visit Website

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