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BEST RATED MISSISSAUGA, ON FINANCIAL SERVICES FR

3 Best Financial Services in Mississauga, ON

Expert-recommended Top 3 Financial Services in Mississauga, 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!

Ferguson Financial Planning | CI Assante Wealth Management - Mississauga, ON Financial Services - Company Logo
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FERGUSON FINANCIAL PLANNING | CI ASSANTE WEALTH MANAGEMENT

(4.9 Score)
350 Burnhamthorpe Road West, Suite 500,
Mississauga, ON L5B 3J1 Directions

Since 1991

Specialty:

✓Investment Solutions ✓Retirement Planning ✓Tax Planning and Preparation ✓Estate Planning ✓Insurance and Risk Management ✓Charitable Giving ✓Financial Planning for Businesses ✓Education Savings

"Ferguson Financial Planning | CI Assante Wealth Management Ltd. helps individuals, families, and businesses across Canada meet their financial needs and goals. They are a team of financial advisors with over 100 years of collective experience in the financial services industry. Their clients are at the centre of their business and are supported by the exceptional investment management team and wealth planning resources available through their affiliates CI Multi-Asset Management and the Wealth Planning Group of Assante Private Client, a division of CI Private Counsel LP. The team consists of 4 financial advisors, including Steven Ferguson, Rémy Pattynama, Jacqueline Ozdemir and Omar Leheta. CI Assante Wealth Management is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.

2026 Highlights: Ferguson Financial Planning | CI Assante Wealth Management Ltd. help clients with all aspects of their financial wealth through their comprehensive approach."

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Contact:

(905) 277-7933

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

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Longevity Wealth - Mississauga, ON Financial Services - Office Exterior Image
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LONGEVITY WEALTH

(4.8 Score)
5266 General Road, #15,
Mississauga, ON L4W 1Z7 Directions

Since 2019

Specialty:

✓Financial Planning ✓Investing ✓Insurance ✓Estate Planning ✓Tax Planning ✓Retirement Planning ✓Strategic Planning ✓Professional Management ✓Family Office Services ✓Ongoing Support

"Longevity Wealth is a full-service advisory firm with financial planners, advisors, and insurance experts who provide high-quality financial advice. They help clients with investing, tax planning, estate strategies, insurance, and more. They offer thoughtful, one-on-one conversations, personalized advice, and a commitment to helping you feel fully supported every step of the way. Craig Ripley is the president, and Adrian Wellman is the CEO of Longevity Achieved. They offer secure virtual meetings, so you can access expert financial advice wherever you are.

2026 Highlights: Longevity Wealth works with trusted portfolio managers to ensure your investments align with your goals and risk comfort."

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License #1000430173

Contact:

(416) 904-3904

Mon-Sun: 9am - 9pm

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Modern Vision Planning - Mississauga, ON Financial Services - Portrait
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MODERN VISION PLANNING

(4.8 Score)
6733 Mississauga Road, Suite 700,
Mississauga, ON L5N 6J5
Directions

Since 2011

Specialty:

✓Financial Planning ✓Retirement and Estate Planning ✓Investment Management ✓Tax Planning and Optimization ✓Cash Flow and Budgeting ✓Debt Restructuring ✓Resp and Education Planning ✓RRSP ✓TFSA ✓FHSA ✓LIRA ✓RDSP ✓Life and Disability and Critical Illness Insurance ✓Group Benefits ✓Mortgage Financing (50+ Lenders) ✓Heloc and Refinancing ✓Asset Protection ✓Business Succession ✓Executive Compensation ✓Corporate Income Strategy ✓Incorporated Professional Planning

“2026 Highlights: Modern Vision Planning offer fee-only, fee-based, and commission-based advice, and the model chosen is always the one that genuinely fits the client’s situation, not what’s most profitable for the firm, and clients are welcomed at every stage of wealth-building. There is no minimum portfolio size to receive professional, comprehensive financial planning. William Chan works directly with clients throughout the relationship, not with rotating associates or junior planners, and the same person who builds your plan is the one you call when life changes.”

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2025 Best of Mississauga Readers’ Choice Diamond Winner in 4 categories: Best Financial Planning Services, Best Financial Advisor, Best Mortgage Agent/Broker, Best Insurance Agent/Broker
2026 Wealth Professional Canada — 5-Star Advisor
License #1000414449

Price:

Fee-Only Financial Planning Standard Rate Per Hour $250

Discount:

60% Off the Prorated Rate on an Ask Me Anything Financial Session

[USE CODE: THREEBESTRATED]

Contact:

(416) 464-7760

Sat-Tue: 9am - 8pm
Wed-Fri: 10am - 8pm

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Frequently Asked Questions About Financial Services in Mississauga, Canada

Carefully selected questions to evaluate important aspects. Comparing the answers helps you choose the service provider that best suits your needs.

1. What types of clients and businesses do you serve?
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Modern Vision Planning
At Modern Vision Planning, we truly believe that everyone deserves a clear, stress-free path to financial independence. Our doors are open to anyone ready to build a secure future. That said, if your financial life has a lot of moving parts, like navigating corporate benefits, business structures, or complex tax brackets, that is where we do our absolute best work. We love diving into the complicated stuff so you can focus on enjoying what you've built. As a comprehensive wealth management firm, we bridge the gap between foundational retirement planning and sophisticated wealth preservation. From safeguarding your family with tailored insurance solutions to optimizing your mortgage and debt strategies, we look at your entire financial picture. Whether you are a business owner looking for smart corporate tax strategies, an executive maximizing equity, or an individual building a legacy, our financial advisory services ensure your plan grows with you.
2. How do you help clients identify their most important financial priorities? 3. How do you help clients evaluate the financial impact of major purchases? 4. How many clients do you assist each year? 5. Do you provide virtual financial consultations? 6. What certifications and registrations do you have in Mississauga? 7. What is the typical cost range for your financial services in Mississauga? 8. What considerations do you discuss with clients who are planning to relocate? 9. How quickly can you respond to clients who require urgent financial guidance? 10. What languages do you speak?

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FERGUSON FINANCIAL PLANNING | CI ASSANTE WEALTH MANAGEMENT REVIEWS

I had a free 30-minute consultation with Jacqueline and was impressed by her honesty and straightforward approach. Right from the start, she made it clear she'd let me know if she could truly add value—and asked me to be equally candid. We had a great conversation where she carefully listened to my personal and investment goals. I had specific questions about high-yield income investing, when to start OAS (I'm turning 65 soon), and how to handle my RRSP wind-down. Jacqueline quickly walked through the numbers, offered clear, practical advice, and ultimately told me I was on the right track and didn’t need full investment management. She’s a true professional—knowledgeable, ethical, and refreshingly candid.

Jacqueline took the time to thoroughly understand our financial situation, goals and limitations and came up with a detailed financial plan that helped us asses how we could potentially afford a few scenarios with regards to large financial decisions we'd be making in the next few years. Jacqueline was direct in her approach and ensured that she had all the right information to make an accurate plan. We also really appreciate that she was so on the ball with all follow ups we had discussed.

Had a very fruitful conversation with Jacqueline. She was very patient and helpful and gave me important advice that I implemented right away :) Thank you. BD.

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LONGEVITY WEALTH REVIEWS

I had the great pleasure of attending a seminar with Al, and I was blown away. Incredibly informative in a very easy to digest way. Lots of enlightening details and knowledge was shared, questions were encouraged and answered thoughtfully and helpfully. Highly recommend checking this company out.

Today’s *Longevity training, presentation * was both great and informative. It offered valuable insights and practical knowledge. Big thanks to the trainers and organizers for such an engaging and helpful session.

Just attended one of their seminars and I would say it was worth the time. Got very valuable information and insights.

MODERN VISION PLANNING REVIEWS

For years — almost 11 years — I struggled to find a financial advisor who truly understood what it meant to build a path toward real financial freedom. Most advisors I encountered were solely focused on investments, while bank advisors often lacked the in-depth knowledge or long-term perspective I needed. That changed when I started working with William. In a relatively short time, he helped me recognize where I went wrong earlier in my financial journey and, more importantly, how to course correct. Thanks to his guidance, I was able to purchase my first home — something I wasn’t sure would be possible so soon. William isn’t just an advisor; he’s a partner in your financial journey.

I’ve had the pleasure of working with William Chan at Modern Vision Planning, and I can confidently say he’s one of the most knowledgeable and trustworthy financial planners I’ve encountered. William took the time to thoroughly understand my financial goals and created a clear, strategic plan tailored to my needs. What really stood out was his ability to explain complex financial concepts in a way that made sense, making me feel confident and empowered in my decisions.

William has been fantastic and has imparted a great deal of knowledge in the time we’ve worked with him. He’s very personable and has demonstrated the ability to adjust according to each client’s situation. If you have any questions or need help with your mortgage, estate, insurance, or even just your portfolio, I would highly recommend reaching out to William.

TBR® Inspection Score Report

FERGUSON FINANCIAL PLANNING | CI ASSANTE WEALTH MANAGEMENT Total Inspection Points: 117/120
Business Hours: 9
Business Images: 9
Complete Info: 9
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Reviews Accuracy: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

LONGEVITY WEALTH Total Inspection Points: 116/120
Business Images: 9
Complete Info: 9
Current Evaluation: 9
Responsiveness: 9
Business Hours: 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

MODERN VISION PLANNING Total Inspection Points: 115/120
Acknowledgments: 8
Experience: 8
Current Evaluation: 9
Achievements: 10
Business Images: 10
Complete Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Videos: 10
Website Source: 10
Website Standard: 10

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