Best Financial Advisors in Ontario

Falcon Wealth Planning, Inc., is a full-service financial services company that caters to the needs of individuals and businesses in Ontario and nearby communities. The firm helps clients in protecting and maximizing their financial assets by providing personalized solutions akin to their financial goals. Its financial advisors focus on retirement planning, investment management, financial planning, tax preparation and review, as well as wealth management. The company has been serving the financial needs of people since 2014.

Landmark Wealth Management Group is a financial advisory firm that caters to individuals, families, and businesses in Ontario and the surrounding communities. Its line of services includes financial data gathering and reviews, estate planning strategies, investment planning, retirement income distribution, and stock options analysis. It also offers guidance and annual reviews on clients' insurance products. Todd Gillingham, a partner, is a Certified Financial Planner with more than 30 years of experience in the financial services industry.

Lucia Capital Group is an independent financial services firm serving Ontario. The firm offers comprehensive, integrated financial planning and wealth services to clients of different types and accounts of various sizes. Its services include full-service financial planning, investment and asset management, retirement income management, insurance, annuities, and long-term care. The company's wealth managers use a Strategy First™ approach to building portfolios that are dynamic and uniquely designed for every investor. Its team of wealth managers holds CFP®, CPA, ChFC, and MBA designations and degrees.