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BEST RATED OAKVILLE, ON FINANCIAL SERVICES

3 Best Financial Services in Oakville, ON

Expert-recommended Top 3 Financial Services in Oakville, 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!

Volpe Financial Solutions - Oakville, ON Financial Services - Portrait
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8+ YEARS ON TBR
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VOLPE FINANCIAL SOLUTIONS

(4.8 Score)
1282 Cornwall Road, Unit A,
Oakville, ON L6J 7W5 Directions

Since 2017

Specialty:

✓Financial Planning ✓Wealth Management ✓Investment Advice ✓Retirement Planning ✓Life Insurance ✓Living Benefits ✓Group Benefits ✓Health Insurance ✓Segregated Funds ✓High-interest Savings Accounts ✓Mutual Funds ✓Exchange-traded Funds ✓Registered Retirement Savings Plans (RRSPs) ✓Tax-free Savings Accounts (TFSAs) ✓First Home Savings Accounts (FHSAs) ✓Tax-efficient Planning ✓Corporate Financial Planning ✓Business Succession Planning ✓Estate Planning ✓Insurance Solutions

"Volpe Financial Solutions assists you in navigating both financial and non-financial challenges that you and your family may encounter. After successfully operating a financial services company since 2011, the father and son team, Mike and Brett, decided to establish Volpe Financial Solutions in Oakville, Ontario, in 2017. They identified an opportunity in the market to provide all clients with optimal insurance and investment advice. By opening an independent brokerage, they can offer a wide range of products and services without the constraints of a large corporation. This flexibility allows Volpe Financial Solutions to work with various vendors to create the best combination of products tailored to your specific needs. They also provide services to clients across Toronto, Mississauga, and beyond.

2026 Highlights: Volpe Financial Solutions understands the local landscape and provides customized roadmaps that include tax-efficient investing and estate protection."

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License #2810545

Contact:

(905) 337-2700

Mon-Fri: 9am - 6pm
Sat & Sun: By Appointment

TBR® Inspection Report:

Eagle Partners Financial Solutions - Oakville, ON Financial Services - Portrait
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EAGLE PARTNERS FINANCIAL SOLUTIONS

(4.8 Score)
211 Lakeshore Road East,
Oakville, ON L6J 1H7 Directions

Since 2022

Specialty:

✓Financial Planning ✓Wealth Management ✓Retirement Planning ✓Investment Tax Planning ✓Portfolio Analysis ✓Estate Planning ✓Investment Planning ✓RRSP Planning ✓RRIF Planning ✓TFSA Planning ✓RESP Planning ✓RDSP Planning ✓Life Insurance ✓Disability Insurance ✓Critical Illness Insurance ✓Travel Insurance ✓Investment Advice

"Eagle Partners Financial Solutions provides personalized financial planning and investment advice for individuals and families. Denny Chuang is the Certified Financial Planner of the firm. He has built a strong reputation through client referrals. His commitment to exceptional service and personalized advice is reflected in the trust and loyalty of his clients. Whether you're a successful professional, retiree, business owner, or navigating life on your own, the team help you feel confident about your financial future. Their boutique team takes pride in building lasting relationships with their clients. They simplify the complex, offer proactive advice, and genuinely care about helping you protect and grow your wealth through all of life’s stages. At Eagle Partners Financial Solutions, their mission is to be your trusted partner in navigating the path to financial success. They offer In-Person, Phone and Online appointments. They also offer a complimentary consultation.

2026 Highlights: Eagle Partners Financial Solutions works together to create comprehensive financial plans, ensuring that you are well-prepared for life’s milestones and challenges."

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Contact:

(905) 814-5504

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

TBR® Inspection Report:

The Campanella Group - Oakville, ON Financial Services - Portrait
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4+ YEARS ON TBR
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THE CAMPANELLA GROUP

(4.7 Score)
1670 North Service Road East, #101,
Oakville, ON L6H 7G3 Directions

Since 2022

Specialty:

✓Accounting Services ✓Tax Preparation ✓Tax Planning ✓Corporate Tax Services ✓Personal Tax Services ✓Financial Planning ✓Investment Advisory ✓Wealth Management ✓Retirement Planning ✓Estate Planning ✓Estate Tax Planning ✓Investment Tax Planning ✓Tax Minimization ✓Financial Plan Development ✓Small Business Accounting ✓Financial Statement Preparation

"The Campanella Group's mission is to simplify the often complex world of wealth management by offering streamlined and integrated solutions for clients seeking clarity and efficiency in their financial affairs. Fabio Campanella and Lisamarie Campanella are the co-founders of the firm. Their client-focused approach emphasizes building lasting relationships and crafting personalized solutions that address each client's financial goals and challenges. Whether navigating tax strategies, developing investment plans, or planning for future generations, their team is committed to enhancing your financial well-being and success. They recognize the importance of an integrated approach to financial planning and strive to be the trusted financial quarterback their clients rely on. You can contact them to book a free 30-minute consultation.

2026 Highlights: The Campanella Group specializes in providing comprehensive tax and financial planning services tailored to the unique needs of high-income families and entrepreneurs."

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License #311278519

Price:

Accounting and Tax Services $2,950
Comprehensive Financial Plans $3,950

Contact:

(647) 699-5718

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

TBR® Inspection Report:

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VOLPE FINANCIAL SOLUTIONS REVIEWS

Tyler has been amazing to work with in optimizing our life insurance policy coverage. In fact, he reached out to us recently to advise us that he had discovered an improved plan with a lower premium compared to our initial policy purchased two years ago. Notably, this exemplifies Tyler’s continued commitment to provide the best customer service possible. Most importantly, Tyler’s enthusiasm and charisma pave the way for a wonderful working relationship! With sincere appreciation for all of Tyler’s efforts, Christine and Andrew.

Riaz at Volpe Financial Solutions has been incredibly helpful! He made starting my financial portfolio so easy for me, and truly took my needs into consideration when planning which route to take. He cares about ensuring that his clients financial needs are met, not just selling them a product. I trust him completely with my finances and would definitely recommend him to everyone.

Brett Volpe and Riaz Haniff from Volpe Financial Solutions have been incredible in helping me with our corporate estate and tax planning. Their expertise and teamwork resulted in a tailored plan that optimized our tax efficiency. They’ve guided me through the process with clarity and patience, making me feel confident every step of the way. I highly recommend Volpe Financial Solutions for top-tier financial guidance.

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EAGLE PARTNERS FINANCIAL SOLUTIONS REVIEWS

Lise and Denny at Eagle Partners Financial Solutions have been managing my investment portfolio for over 25 years. I couldn't imagine being with any other financial advisor. Investing is a long term proposition and my portfolio has grown steadily over the years due to their vision and business acumen. I highly recommend them and the services that they provide. Ted Rogers.

I have been with Eagle Partners Financial Solutions for 20 years. Denny and Lise have consistently impressed me with their knowledge, insight, professionalism and friendliness in managing my portfolio. I am especially happy with positive performance results during recent challenging financial times. I highly recommend the Eagle Partners Team to anyone looking for solid financial planning.

Eagle Partners Financial Solutions is a top notch company that really knows their stuff. They've made me oodles of money and I trust them completely with my finances. I have also recommended many friends to them and they all have become clients. You will not be disappointed!.

THE CAMPANELLA GROUP REVIEWS

Professional, responsive and effective team at Campanella Group. Each and every one of their employees from the top down is consistent and incredibly knowledgeable. We utilize their services for year end filing, investments and general tax advice related to our personal and business finances. Considering the amount of work they do they are reasonably priced when comparing them to other firms of their caliber. Fabio, Lisamarie and Ana are always there to educate and instruct us on the course of action that will best suite our needs. Without question the best firm I have dealt with in the industry. Fabio is my life line when I have a tax or investment question. I don't even bother searching Google for the answer, I email him directly. Highly recommended.

Fabio has been a dependable, responsible and knowledgeable financial planner for my retirement portfolio for many years now . He keeps abreast with the market trend and fund managers' performances and organized regular review with me for appropriate investment strategy as well as any adjustments to be made. His conservative view for retirement savings is a good balance for my more aggressive approach. I trust him to guide me for the growth of my portfolio to meet my financial needs. I highly recommend him and his team to anyone looking for a dependable Financial Planner.

My family has been using Fabio for investment and tax advice for over a decade and I can't express how happy we are to have him on our team. His knowledge of the markets are second to none and he has a great ability to keep you informed and in-check. In addition to market knowledge he has a deep knowledge of tax and real estate investments to round out his advice. We always feel that we are getting the best possible service when dealing with him. Great work and highly recommended.

TBR® Inspection Score Report

VOLPE FINANCIAL SOLUTIONS Total Inspection Points: 115/120
Experience: 8
Business Hours: 9
Business Images: 9
Complete Info: 9
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Reviews Accuracy: 10
Videos: 10
Website Standard: 10

TBR® Inspection Score Report

EAGLE PARTNERS FINANCIAL SOLUTIONS Total Inspection Points: 114/120
Complete Info: 8
Business Images: 9
Experience: 9
Review Analysis: 9
Reviews Accuracy: 9
Business Hours: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

THE CAMPANELLA GROUP Total Inspection Points: 113/120
Experience: 7
Business Hours: 9
Business Images: 9
Complete Info: 9
Review Analysis: 9
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy: 10
Videos: 10
Website Standard: 10

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