Best Financial Advisors in Ontario

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
160+
Advisors
4.8/5.0
Average Rating

Ontario Financial Landscape

Ontario's economy is bolstered by logistics, retail, and manufacturing sectors, benefiting from proximity to major transportation hubs. The city serves as a key distribution center in Southern California.

Major industries
Logistics, Retail, Manufacturing
Population
167.5K (metro: 4.2M)
Median household income
$70,000
Unique needs
Ontario requires tailored financial strategies to address its unique economic landscape and demographic shifts.
Market Insights
Economic Growth
According to BEA (2023), Ontario's economy is projected to grow by 3% annually, driven by logistics and retail expansion.
Wealth Demographics
According to Census (2023), the median income in Ontario is approximately $70,000, reflecting a growing middle class.
Advisor Specializations
Based on BLS (2023), financial advisors in Ontario are increasingly focusing on real estate and retirement planning.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Ontario is 10% lower than the California average, making it attractive for new residents.
Real Estate Market
According to Zillow (2024), Ontario's housing market has seen a 5% increase in home prices, raising concerns about affordability.
Business Environment
According to Fortune (2024), Ontario's business climate is favorable, with incentives for logistics and manufacturing companies.

Top 5 Financial Advisors in Ontario

Falcon Wealth Planning
★ ★ ★ ★ ★ 5
MILES Financial Group
★ ★ ★ ★ ★ 5
Northwestern Mutual - Ontario
★ ★ ★ ★ ★ 5
Merrill Lynch Wealth Management
★ ★ ★ ★ ★ 5
Mallory Wealth Management
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Ontario, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Ontario-Specific Expertise
For Ontario residents working in Logistics, Retail, Manufacturing, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Ontario's logistics focus poses risks from economic downturns; real estate may face bubble risks. Prepare for natural disasters like floods and diversify investments.

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