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BEST RATED MARKHAM, ON FINANCIAL SERVICES

3 Best Financial Services in Markham, ON

Expert-recommended Top 3 Financial Services in Markham, ON. All of our Financial Advisors actually undergo a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and price - all to ensure overall excellence. You deserve only the best!

Markham financial service Objective Financial Partners Inc.
Markham financial service Objective Financial Partners Inc.
Markham financial service Objective Financial Partners Inc.
4+ YEARS IN TBR
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OBJECTIVE FINANCIAL PARTNERS INC.

(4.8 Score)
675 Cochrane Drive, East Tower, 6th Floor,
Markham, ON L3R 0B8 Directions

Since 2012

Specialty:

✓ Fee-Only ✓ Advice-Only Financial Planning ✓ Retirement Planning ✓ Canadian Expat Planning ✓ U.S. Citizens Living in Canada ✓ Financial Planning for Business Owners ✓ Americans Moving to Canada ✓ Tax Planning and Preparation ✓ Canadians Moving to the U.S. ✓ Investment Planning ✓ Divorce and Separation Financial Services ✓ Executor/Probate/Estate Services ✓ Money Coaching ✓ Financial Planning for Seniors ✓ Financial Consulting ✓ Family Financial Planning ✓ Paraplanning and Outsourced Planning ✓ Services for Other Professionals ✓ Employee Financial Wellness

“Objective Financial Partners Inc.'s clients have net worths ranging from zero to several million dollars, and their income varies accordingly. Jason Heath is the firm's managing director. He has been providing fee-only, advice-only financial planning since 2002 and is one of Canada's best-known fee-only financial planners. Objective Financial Partners Inc. specializes in retirement planning, investment strategy, tax planning, and estate planning. Most of their clients reside in Canada. Those outside Southern Ontario can work remotely via secure web conferences, email, and telephone. Their clients are Canadians seeking unbiased, objective, and comprehensive financial, tax, and estate planning advice without investment or insurance products mixed in. Objective Financial Partners Inc. is located in Markham, North of Toronto, and has served clients across Canada and worldwide for many years through video conferences.

2025 Update: Their experienced Certified Financial Planners (CFPs) have worked with thousands of clients.”

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License #1181611881

Price:

Financial Planning Consultation: $1,500
Detailed Retirement Plan: Starting at $2,500
Comprehensive Financial Plan: Starting at $4,000
Executor, Probate, and Estate Services
Probate only with a valid will: $2,000
Basic estate settlement with a valid will: $4,000
Tax Services
Personal tax returns: $495
Corporate tax returns: $1,750
Trust tax returns: $1,500

Contact:

(416) 691-8471 (855) 691-8471

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Markham financial service Andreoli Financial Services Inc.
Markham financial service Andreoli Financial Services Inc.
Markham financial service Andreoli Financial Services Inc.
6+ YEARS IN TBR
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ANDREOLI FINANCIAL SERVICES INC.

(4.8 Score)
7725 Birchmount Road, Suite 19,
Markham, ON L3R 9X3 Directions

Since 2002

Specialty:

✓ Wealth Management ✓ Registered Accounts (RRSP ✓ TFSA ✓ FHSA ✓ RDSP ✓ RESP) ✓ Non-Registered Accounts ✓ Savings and Retirement Income Strategies ✓ Annuities ✓ Corporate Benefit Plans ✓ Company Sponsored Health and Dental Plans ✓ Health and Wellness Accounts ✓ Pensions and Company Sponsored Retirement Plans ✓ Insurance and Risk Management ✓ Life Insurance ✓ Disability Insurance ✓ Critical Illness Insurance ✓ Health and Dental Insurance ✓ Long-Term Care ✓ Travel Insurance ✓ Tax and Estate Planning ✓ Banking and Mortgages ✓ Everyday Banking (Chequing and Savings) ✓ Loans ✓ Mortgages ✓ High-Interest Savings Accounts

“Andreoli Financial Services Inc.'s team possesses specialized knowledge to recommend solutions tailored to the complex and unique needs of affluent individuals, families, businesses, and foundations. Frank W. Andreoli serves as the president and financial security advisor of the firm. They are committed to delivering the highest quality financial services to their clients. At Andreoli Financial Services Inc., they understand that every financial situation is unique. That's why they take a personalized approach, ensuring their solutions are carefully crafted to align with your needs and goals. As a family-owned business, they prioritize building strong, long-lasting relationships with their clients based on trust and integrity.

2025 Update: Andreoli Financial Services Inc. is a multi-generational business that has extensive expertise in the financial services industry.”

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License #1542576

Contact:

(905) 477-1234

Mon-Fri: 8am - 4pm
Sat & Sun: Closed

TBR® Inspection Report:

Markham financial service The McClelland Financial Group
Markham financial service The McClelland Financial Group
Markham financial service The McClelland Financial Group
Markham financial service The McClelland Financial Group video
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THE MCCLELLAND FINANCIAL GROUP

(4.8 Score)
675 Cochrane Drive, East Tower, Suite E701,
Markham, ON L3R 0B8 Directions

Since 1991

Specialty:

✓ Retirement Planning ✓ Estate Planning ✓ Insurance Planning ✓ Tax Strategies ✓ Portfolio Management ✓ Transfer of Wealth

“2025 Update: The McClelland Financial Group has an award-winning team that helps Canadian Families create wealth and prosperity through sound financial planning. They combine the strength of Assante Wealth Management’s resources with the expertise and personal touch of their trusted Financial Advisors. With access to a wealth of tools and resources, their advisors and their clients are supported by the exceptional investment management team. They take a client-centric approach that integrates and organizes all aspects of their client’s personal and professional finances. They do this by creating fully customized wealth management solutions tailored to your unique goals and evolving financial needs. They are dedicated to helping investors across Canada achieve their financial goals through evidence-based investing. Their approach is fueled by strong relationships, not commissions, ensuring personalized service and unbiased advice.”

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Contact:

(905) 771-5200 (866) 293-4606

Mon-Fri: 8:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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OBJECTIVE FINANCIAL PARTNERS INC. REVIEWS

We have been interested in re-assessing our investment strategy for some time but have always had concerns about obtaining an unbiased opinion from other investment advisors. However, having found Objective Financial Partners (“OFP”) through the Financial Facelift series in the Globe and Mail has truly been a game changer. As their name implies, OFP truly provided an independent and objective review of our investment strategy, risks, returns and fees as well as developed a robust financial plan. The intake meeting and detailed questionnaire set the tone for the review and the reports, plans and follow up meetings were very detailed and thorough. Working with Brenda Hiscock was a great experience from start to finish, with an actionable go-forward plan and scheduled follow ups to ensure that implementing the changes identified in the plan are on track. This will be an ongoing relationship that will help ensure accountability and alignment with our plan going forward. We can’t say enough great things about the experience and the peace of mind and clarity the process has brought us. If that was the only deliverable from the exercise, it would still be a worthwhile exercise, but with plans underway to change advisors and investment strategies we are very confident there will be a very good payback on our investment. While the term ‘value for money’ is often tossed around as a catch phrase, our investment and experience with Brenda and OFP was definitely value for money.

Retirement planning can be extremely stressful when all the typical questions come up. My financial planner is Thuy. Thuy met my deadline, was a great listener and very positive which are very important traits during the process of decision making and financial projections into the future. It is very comforting to know that Thuy is available to me for questions that arise after the initial review of the plan. Thuy was very patient with me while I reviewed the plan and never makes you feel like your question(s) are silly which is important to everyone. I also enjoyed that Objective Financial Partners do no have a conflict of interest to have you invest with them.

“Working with Objective Financial Partners has given me the peace of mind that I’m on the right track in terms of my personal investment strategy and retirement planning. Thuy was not only professional, but empathetic and understanding, making it very easy for me to ask questions and raise concerns related to my future plans. Highly recommend.

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ANDREOLI FINANCIAL SERVICES INC. REVIEWS

I have been dealing with Frank, Thomas and their associates for many years now. I have found them to be very professional and extremely helpful. They respond immediately when I have needed their assistance. I believe that they put their clients first and take an active interest in clients well being and future needs and planning. Clients are not just "numbers". They explain options clearly and listen attentively and patiently. I have total confidence in the team.

Thomas came highly recommended by a friend. Since we started working together, I have noticed that he puts a lot of effort into communicating frequently, making sure all of my decisions are informed, and taking my questions and concerns seriously. I really appreciate this as someone who is new to saving and investing their money. Highly recommend.

It is a pleasure to recommend Andréoli Financial Services Inc. Saving has always been easy for me, but investing has always been challenging. In the past eight months, Thomas Andreoli has put my money to work and I've seen a significant improvement in my net worth. To ensure that we understand everything, Tom explains everything in great detail. Everything from setting up our accounts to everything thereafter went smoothly and easily. My family feels at ease knowing our investments are in good hands. Thanks Tom.

THE MCCLELLAND FINANCIAL GROUP REVIEWS

I have used the services of the McClelland Financial Group for nearly 5 years. I have found them to be most responsive to my needs. They arrange face-to-face meetings every 3 to 4 months to update my evolving personal circumstanses and to review the status of my investment accounts. The meetings follow a set agenda to ensure all topics are addressed including developing action items for the next meeting. Cash withdrawals from my investment accounts are easy and typically the funds are transferred to my bank account in only 3 business days. Highly recommended. M.L.

We have been with The McClelland Financial Group for many years now. They have always been honest and upfront with us about our financial portfolio and have consistently been in touch with us with quarterly meeting updates. My husband and I are happy to recommend them to anyone looking for advice on their financial needs, tax advice etc.

Been with TMFG for about 9 years now. Wish I would have gone there sooner before retirement. Conscientious, caring, accessible, well informed, and effective. Can't ask for anything more.

TBR® Inspection Score Report

OBJECTIVE FINANCIAL PARTNERS INC. Total Inspection Points: 116/120
Experience: 7
Business Hours: 9
Acknowledgments: 10
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Pricing: 10
Review Analysis: 10
Reviews Accuracy: 10
Website Standard: 10

TBR® Inspection Score Report

ANDREOLI FINANCIAL SERVICES INC. Total Inspection Points: 115/120
Complete Info: 8
Business Hours: 9
Experience: 9
Responsiveness: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Reviews Accuracy: 10
Website Standard: 10

TBR® Inspection Score Report

THE MCCLELLAND FINANCIAL GROUP Total Inspection Points: 114/120
Business Hours: 8
Business Images: 9
Complete Info: 9
Review Analysis: 9
Reviews Accuracy: 9
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Videos: 10
Website Standard: 10

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