Browse the Top 9 Financial Advisors Serving Markham, ON

DWL Financial offers personalized financial planning, investment management, and insurance solutions for individuals and businesses. Our team of certified advisors helps clients achieve long-term financial security through customized strategies. With access to a wide range of products, we focus on protecting wealth, optimizing retirement plans, and creating sustainable legacies.

Ross M Durant Insurance Agency offers expert financial advisory services specializing in retirement planning, estate management, and insurance solutions. With over 80 years of combined experience, we provide personalized strategies to help clients achieve financial security and legacy planning. Our certified professionals deliver tailored advice aligned with individual goals and regulatory standards.

AC Wealth is a Toronto-based financial planning firm offering holistic services including retirement planning, insurance solutions, and investment management. We help individuals and businesses achieve financial security through personalized strategies tailored to their unique goals. With expertise in estate planning and partnerships with leading Canadian financial institutions, we deliver trusted, client-focused advice to build long-term wealth and protection.

Northland Wealth is a Canadian multi-family office offering tailored wealth management, investment advisory, and estate planning services to affluent families. Since 2011, we have specialized in preserving and growing intergenerational capital through unbiased advice, exclusive institutional investment access, and comprehensive financial governance. Headquartered in Oakville, Ontario, we serve clients globally with a focus on personalized service and fiduciary responsibility.

Trademark Capital Finance provides equipment leasing and financing solutions for Canadian SMEs. Specializing in tailored lease structures across transportation, construction, and healthcare sectors, we connect businesses with underwriting partners to facilitate equipment acquisition. Our industry expertise delivers flexible payment options that improve cash flow and support long-term business development.

Excel Financial Group provides integrated financial services including insurance, mutual funds, real estate, and mortgage solutions. We help clients build wealth through customized insurance products, diversified investment strategies, and property transactions. Our multidisciplinary approach combines industry expertise with personalized financial planning.

Markham Centre Financial Service Services specializes in risk and wealth management, offering tailored insurance, investment, and tax advisory solutions. Our mission is to help clients achieve financial security through personalized strategies that align with their goals and risk profiles. With a focus on estate planning, tax efficiency, and diversified investment portfolios, we provide comprehensive services to safeguard and grow wealth across generations.

By Design Financial Service offers personalized financial planning tailored to women and families. We specialize in retirement strategies, estate planning, tax optimization, and investment management through our proprietary Lifestyle Design Process. Our 25+ years of experience ensure clients receive adaptable, client-driven solutions that evolve with changing life circumstances.

Raymond Pitch-Pitch Financial offers customized insurance, investment, and estate planning solutions for individuals and businesses. With over 60 years of experience, we specialize in risk management, business succession planning, and comprehensive financial strategies tailored to professionals and their families. Our client-centric approach combines generational expertise with personalized service to build long-term financial security.