Top Strategic Financial Planning Firms in Canada
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UndisclosedUndisclosed10 - 49Vaughan, Canada
Services provided
Cebridge is a Vaughan, Canada-based Accounting company. They provide Accounting and Financial Advising & Planning.
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$1,000+$25 - $49 / hr10 - 49Peterborough, Canada
Services provided
Launched in 2020, Veemi Accounting Solutions is an Accounting company. The small team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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$100,000+$50 - $99 / hr10 - 49Mississauga, Canada
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Tjara Halal Financing, a Financial Advising & Planning company, was founded in 2023. The agency specializes in Financial Advising & Planning and Funding & Investment.
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UndisclosedUndisclosed10 - 49Oakville, Canada
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Sproule + Associates, an Accounting company, is headquartered in Oakville, Canada. They offer Accounting and Financial Advising & Planning.
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Undisclosed< $25 / hr10 - 49Montréal, Canada
Services provided
Located in Montréal, Canada, Global Assist INC. Is a Marketing Strategy company. They offer Marketing Strategy and Commercial Financing and were launched in 2019.
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$25,000+Undisclosed2 - 9Mississauga, Canada
Services provided
Max Mortgages Inc. Is a small Commercial Brokerage Services company. They focus on Commercial Brokerage Services and Commercial Property Management and were launched in 2015.
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$1,000+$50 - $99 / hr2 - 9Montréal, Canada
Services provided
Hornbeam Labs Inc. Is an Accounting company. Established in 2022, the team provides Accounting and Financial Advising & Planning.
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$1,000+$25 - $49 / hr2 - 9Edmonton, Canada
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Founded in 2021, YEG Tax Masters is a small Commercial Financing company. Their team offers Commercial Financing and Accounting.
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Undisclosed$150 - $199 / hr2 - 9Richmond Hill, Canada
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Launched in 2021, Booboo Accounting Services is a small Richmond Hill, Canada-based Accounting company. Their services include Accounting and Financial Advising & Planning.
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$1,000+< $25 / hr2 - 9Mississauga, Canada
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Lion Shield Financial, an Insurance Services & Brokers company, was established in 2024. The team specializes in Insurance Services & Brokers and Financial Advising & Planning.
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$5,000+$200 - $300 / hr2 - 9West Vancouver, Canada
Services provided
Synertree CMS Inc. Is an Application Management & Support company founded in 2016. The company offers Application Management & Support and Financial Advising & Planning.
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$5,000+< $25 / hr10 - 49Ottawa, Canada
Services provided
Great Canadian Debt Relief Inc is a Business Consulting company. They were founded in 2022 and specialize in Business Consulting and Financial Advising & Planning.
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$25,000+$25 - $49 / hr10 - 49Mississauga, Canada
Services provided
Founded in 2020, Corporate Empire is a small Accounting company. Their team offers Accounting and Financial Advising & Planning.
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$1,000+< $25 / hr2 - 9Mississauga, Canada
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Pro Finance E&E, an Accounting company, is based in Mississauga, Canada. They offer Accounting and Finance & Accounting Outsourcing (FAO).
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$10,000+$25 - $49 / hr10 - 49Ottawa, Canada
Services provided
Rothwell Funding is a small Accounting company. Launched in 2019, the team offers Accounting and Financial Advising & Planning.
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$1,000+$100 - $149 / hr10 - 49Brampton, Canada
Services provided
MPCPA Professional Corporation is an Accounting company established in 2018. The team provides Accounting and Financial Advising & Planning and is in Brampton, Canada.
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UndisclosedUndisclosed50 - 249Vancouver, Canada
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PBI Actuarial Consultants, a Financial Advising & Planning company, was founded in 2008. The midsize team provides Financial Advising & Planning and Financial Consulting.
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UndisclosedUndisclosed250 - 999Toronto, Canada
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Financial Advising & Planning company Canaccord Genuity Group was established in 1950. The firm focuses on Financial Advising & Planning and Commercial Financing, and is midsize.
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UndisclosedUndisclosed50 - 249Toronto, Canada
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Garrington Capital is a midsize Toronto, Canada-based Financial Advising & Planning and Funding & Investment company. The team offers Financial Advising & Planning and Funding & Investment.
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UndisclosedUndisclosed50 - 249Toronto, Canada
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The Value Builder System™ is a Financial Advising & Planning company. Located in Toronto, Canada, the company specializes in Financial Advising & Planning and Business Valuation Services.
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UndisclosedUndisclosed10 - 49Toronto, Canada
Services provided
See all 1 projectsPell-Rose Inc. is an accounting services firm, providing comprehensive support in areas such as reconciliation and budgeting. According to client feedback, 100% of the reviews are overwhelmingly positive, highlighting their expertise, efficiency, and exceptional project management. Clients appreciate their commitment, as evidenced by their willingness to work weekends, and their ability to adapt to various communication methods.
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UndisclosedUndisclosed50 - 249Vancouver, Canada
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Launched in 2003, Tandem Innovation Group is a Finance & Accounting Outsourcing (FAO) company. The agency focuses on Finance & Accounting Outsourcing (FAO) and Accounting, and is midsize.
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UndisclosedUndisclosed2 - 9Airdrie, Canada
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Accounting company NSI Financial and Accounting Services is in Airdrie, Canada and Bellevue, Washington. Launched in 2010, the team offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Saskatoon, Canada
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Mokx Professional Services Ltd. Is a small Business Consulting company launched in 2017. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Ajax, Canada
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All Inclusive Mortgages is a small Insurance Services & Brokers company. Launched in 2010, the team offers Insurance Services & Brokers and Financial Advising & Planning.
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$10,000+$25 - $49 / hr10 - 49St. Catharines, Canada
Services provided
Granton Financial is a Funding & Investment company. Located in St. Catharines, Canada, the team specializes in Funding & Investment and Insurance Services & Brokers.
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$1,000+$50 - $99 / hr2 - 9Toronto, Canada
Services provided
Potier Management Inc is an Accounting company. Headquartered in Toronto, Canada, the team offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Port Coquitlam, Canada
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Avrio Accounting Solutions Inc. Is an Accounting company. The small Port Coquitlam, Canada-based team provides Accounting and Financial Advising & Planning. The firm was established in 2017.
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UndisclosedUndisclosed2 - 9Windsor, Canada
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HighPeak Bookkeeping is a small Finance & Accounting Outsourcing (FAO) company. Launched in 2023, the team provides Finance & Accounting Outsourcing (FAO) and Commercial Financing.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Established in 2025, Subtitle Financial is a small Financial Advising & Planning company. Their services include Financial Advising & Planning and Insurance Services & Brokers.
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Undisclosed$25 - $49 / hr2 - 9London, Canada
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MultiTaxServices is a small Accounting company. Founded in 2023, the team offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosedFreelancerHalifax, Canada
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See all 1 projectsApril Stroink is a boutique financial advising and planning firm known for optimizing financial systems and enhancing spending habits. Clients appreciate their comprehensive approach, with 100% of reviewers noting significant improvements in financial behavior and system maintenance. Their secure communication and personalized service have set them apart from other financial planners.
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UndisclosedUndisclosed10 - 49Ottawa, Canada
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Affiliated Property Group is a small Ottawa, Canada-based Financial Advising & Planning company. The team focuses on Financial Advising & Planning and Business Valuation Services.
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UndisclosedUndisclosed10 - 49Toronto, Canada
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Established in 2011, Nova Technology is a Financial Advising & Planning and Funding & Investment company. The firm provides Financial Advising & Planning and Funding & Investment, and is small.
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UndisclosedUndisclosed10 - 49Calgary, Canada
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Financial Advising & Planning and Financial Consulting company WealthCo was launched in 1999. The small team offers Financial Advising & Planning and Financial Consulting.
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UndisclosedUndisclosed10 - 49Montréal, Canada
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Kelson Financial, a Financial Advising & Planning and Financial Consulting company, was launched in 2004. The agency provides Financial Advising & Planning and Financial Consulting, and is small.
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$1,000+$25 - $49 / hr2 - 9Winnipeg, Canada
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GHi Professionals is an Accounting company. Their small team is in Winnipeg, Canada. Their services include Accounting and Business Consulting.
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$50,000+$150 - $199 / hr2 - 9Grande Prairie, Canada
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In Grande Prairie, Canada, David G. Richardson Professional Corporation, CPA is an Accounting company. Founded in 2010, the team specializes in Accounting and Digital Asset Management.
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$1,000+$25 - $49 / hr2 - 9Toronto, Canada
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Vaquita Consulting is a Business Consulting company. The Toronto, Canada-based team focuses on Business Consulting and Commercial Financing.
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$1,000+< $25 / hr2 - 9Saskatoon, Canada
Services provided
Biz Vital Signs is a Business Consulting company established in 2020. Their team provides Business Consulting and Financial Consulting.
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UndisclosedUndisclosed2 - 9Mississauga, Canada
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Wealthy Wave Accounting Inc is an Accounting company. Their small team of employees is in Mississauga, Canada. Their team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Markham, Canada
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See all 1 projectsABC Financial Advisor offers Financial Advising, Financial Planning, and Investment Advisory services. Reviews indicate that the company excels in enhancing decision-making regarding risk tolerance, providing valuable insights, and maintaining effective communication through various channels. Clients appreciate the company's alignment with their budget and culture, and overall, ABC Financial Advisor is seen as delivering good value for cost.
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UndisclosedUndisclosed2 - 9Mississauga, Canada
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Serre Financial, a Commercial Financing and Financial Advising & Planning company, offers Commercial Financing and Financial Advising & Planning. The agency is located in Mississauga, Canada.
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UndisclosedUndisclosed2 - 9Hamilton, Canada
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The Accounting Place is an Accounting and Financial Advising & Planning company founded in 1998. The company offers Accounting and Financial Advising & Planning, and is small.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Lotus Accounting Professional Corporation is an Accounting and Financial Advising & Planning company founded in 2022. The firm provides Accounting and Financial Advising & Planning, and is small.
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UndisclosedUndisclosed10 - 49Ottawa, Canada
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Exponent Investment Management is a Financial Advising & Planning company. Launched in 2011, the team focuses on Financial Advising & Planning and Business Consulting.
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UndisclosedUndisclosed50 - 249Saskatoon, Canada
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Suncorp Valuations is a Saskatoon, Canada-based Business Valuation Services company. The team provides Business Valuation Services and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Windsor, Canada
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Devin Financial Group, a Financial Advising & Planning company, offers Financial Advising & Planning and Funding & Investment. The firm is located in Windsor, Canada.
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UndisclosedUndisclosed2 - 9Vancouver, Canada
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Financial Advising & Planning company Ocean 6 Wealth Advisory focuses on Financial Advising & Planning and Business Consulting. They are in Vancouver, Canada.
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UndisclosedUndisclosed2 - 9Vancouver, Canada
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Pacific Spirit Investment Management Inc. Is a Financial Advising & Planning company. Based in Vancouver, Canada, the company offers Financial Advising & Planning and Business Consulting.
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List of the Top 8 Canada Strategic Financial Planners
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$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
UndisclosedUndisclosed2 - 9Vaughan, Canada
Ability to deliver
25.2/40.016.2/20 Reviews2.5/10 Clients & Experience6.5/10 Market PresenceService focus
20% Financial Advising & Planning80% Other -
UndisclosedUndisclosed10 - 49Calgary, Canada
Ability to deliver
22/40.014.6/20 Reviews1.4/10 Clients & Experience6/10 Market PresenceService focus
25% Financial Advising & Planning75% Other -
UndisclosedUndisclosed10 - 49Toronto, Canada
Ability to deliver
21.3/40.016.4/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
20% Financial Advising & Planning80% Other -
Undisclosed< $25 / hr10 - 49Mississauga, Canada
Ability to deliver
21.1/40.016.2/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
20% Financial Advising & Planning80% Other -
UndisclosedUndisclosed10 - 49Edmonton, Canada
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed2 - 9Dartmouth, Canada
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
35% Financial Advising & Planning65% Other -
UndisclosedUndisclosed2 - 9Ottawa, Canada
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
25% Financial Advising & Planning75% Other -
UndisclosedUndisclosed2 - 9Edmonton, Canada
Ability to deliver
9.2/40.00/20 Reviews2.1/10 Clients & Experience7.1/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed10,000+Toronto, Canada
Ability to deliver
6/40.00/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
25% Financial Advising & Planning75% Other -
$10,000+$100 - $149 / hr10 - 49Windsor, Canada
Ability to deliver
6.7/40.00/20 Reviews1.4/10 Clients & Experience5.4/10 Market PresenceService focus
100% Financial Advising & Planning -
UndisclosedUndisclosed250 - 999Toronto, Canada
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
100% Financial Advising & Planning -
UndisclosedUndisclosed250 - 999Pointe-Claire, Canada
Ability to deliver
5.6/40.00/20 Reviews0/10 Clients & Experience5.6/10 Market PresenceService focus
30% Financial Advising & Planning70% Other -
$1,000+< $25 / hr50 - 249Calgary, Canada
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
100% Financial Advising & Planning -
UndisclosedUndisclosed10 - 49Toronto, Canada
Ability to deliver
5.7/40.00/20 Reviews0/10 Clients & Experience5.7/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed2 - 9Burnaby, Canada
Ability to deliver
6/40.00/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed10 - 49Port Coquitlam, Canada
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
$1,000+$25 - $49 / hr10 - 49Calgary, Canada
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
$1,000+$100 - $149 / hr10 - 49Surrey, Canada
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed10 - 49Thunder Bay, Canada
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
100% Financial Advising & Planning -
$50,000+$50 - $99 / hr250 - 999Toronto, Canada
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
25% Financial Advising & Planning75% Other -
UndisclosedUndisclosed2 - 9Edmonton, Canada
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
100% Financial Advising & Planning -
UndisclosedUndisclosed2 - 9Revelstoke, Canada
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
50% Financial Advising & Planning50% Other
