Updated October 2026 · 43 verified financial advisors · CASL-aware

Financial Advisors in Milton, Ontario — 43 verified financial advisors, 18 with email

A clean, deduplicated database of every operational financial advisor across Milton and surrounding Ontario, sourced from public listings and enriched with business email addresses, SMTP-checked before delivery. 12 corporate emails (info@, contact@, hello@) plus 31 webmail. Instant CSV download.

Total Financial Advisors
43
Across Milton
With Email
18
42% of listings · 67% corporate domain
Avg Rating
2.17/5
729 total reviews
Top Rated
17
Rated 4.5 or higher

/ 01 — Sample previewSee what's in the file

Five rows from the full 43-row dataset, sorted by rating & review count. The complete CSV includes phone, postal code, website URL, Google rating, review count, email type (corporate vs webmail), and the parent domain — plus the street address where the business publishes one. Service-area businesses (mobile mechanics, handymen, cleaners) deliberately don’t list an address on Google, so that column is blank for about 2% of rows.

publicleads-milton-financial-advisors.csv · 43 rows · 12 columnsPREVIEW
NameRatingReviewsEmail
Halton Consulting & Advisory Ltd - Accountant, Tax Return, Bookkeeping★ 5.0163info@haltonconsulting.com
CPA4SMALL BUSINESS INC. (Chartered Professional Accountants)★ 5.0121—
Taxacc Accounting and Taxation CPA★ 5.087—
TSM TAX ADVISORY★ 5.067nadim@tsmtaxadvisory.com
FIN Tactics★ 5.037info@fintactics.com
+ 38 more rows in the full downloadCSV · XLSX · JSON

/ 02 — Market insightMilton's financial advisors market in numbers

“

Milton holds one of the largest concentrations of financial advisors in Ontario at 43 active operations. The market is mature: 28% of operators have corporate domain emails (a strong signal of established branding) and the average business carries 17 reviews on Google. For B2B sellers, this means a market that responds to professional outreach at high-quality email addresses.

43
Active financial advisors
28%
Corporate domain emails
17
Avg Google reviews

/ 03 — Built forWho buys this list

A

Vertical software vendors

Specialized SaaS, CRM, and operations tools targeting this industry's workflows.

B

Suppliers & vendors

Distributors, supply houses, and equipment vendors building rep territory in this market.

C

Marketing agencies

Local SEO, paid ads, and reputation management firms targeting high-revenue operators.

/ 04 — QuestionsFrequently asked

What exactly is in the download?+

A row per business with name, phone, postal code, website URL, parent domain, Google rating, review count, the email address where one was found, and the street address where the business publishes one (service-area businesses don't list one on Google) — as CSV, XLSX and JSON. 28% of the emails here are corporate-domain rather than webmail. The five-row preview above is drawn live from the file you will receive.

Can I use this list for cold email outreach under CASL?+

These are publicly-listed business contacts, not an opt-in email list. CASL's implied-consent provision for published business addresses is narrow, and whether it covers your message is a legal judgment. Buying this list is not a compliance guarantee and this is not legal advice — you are responsible for evaluating CASL and any other applicable law, and should talk to a lawyer if you are unsure. Our Compliance & Responsible Use page sets out the rules.

Data sourcing, update frequency, bundle pricing & refunds →

/ 05 — Browse moreOther financial advisors lists in Canada

/ DirectoryBrowse Financial Advisors in Milton

Find a verified financial advisor near you. Get directions or visit their website directly — sorted by Google rating.

Halton Consulting & Advisory Ltd - Accountant, Tax Return, Bookkeeping

★ 5.0 · 163 reviews
Financial Advisor · Milton

CPA4SMALL BUSINESS INC. (Chartered Professional Accountants)

★ 5.0 · 121 reviews
Financial Advisor · Milton

Taxacc Accounting and Taxation CPA

★ 5.0 · 87 reviews
Financial Advisor · Milton

TSM TAX ADVISORY

★ 5.0 · 67 reviews
Financial Advisor · Milton

FIN Tactics

★ 5.0 · 37 reviews
Financial Advisor · Milton

Kulla Financial

★ 5.0 · 28 reviews
Financial Advisor · Milton

Edward Jones - Financial Advisor: Adnan Ganiwalla, CEA®

★ 5.0 · 18 reviews
Financial Advisor · Milton

Fennelow Financial Solutions Inc

★ 5.0 · 6 reviews
Financial Advisor · Milton

Quantum Wealth Management | Manulife Wealth Inc.

★ 5.0 · 6 reviews
Financial Advisor · Milton

Edward Jones - Financial Advisor: David J Illingworth, CFP®|CEA®

★ 5.0 · 4 reviews
Financial Advisor · Milton

IG Wealth Management - BRANDON PARKES

★ 5.0 · 4 reviews
Financial Advisor · Milton

Tamblyn Financial Services

★ 5.0 · 3 reviews
Financial Advisor · Milton

Lee Robert (Pie) Life Insurance Agency

★ 5.0 · 2 reviews
Financial Advisor · Milton

CIBC Financial Advisor: Nayif Chishti

★ 5.0 · 1 review
Financial Advisor · Milton

CIBC Financial Advisor: Kobie Edwards

★ 5.0 · 1 review
Financial Advisor · Milton

AVH Consulting Inc

★ 4.9 · 99 reviews
Financial Advisor · Milton

Best Account Consultants (Milton)

★ 4.8 · 72 reviews
Financial Advisor · Milton

IG Wealth Management

★ 4.4 · 7 reviews
Financial Advisor · Milton

CIBC Business Advisor: Shivang Jani

★ 3.0 · 2 reviews
Financial Advisor · Milton

Darren Orton - TD Financial Planner

★ 1.0 · 1 review
Financial Advisor · Milton

CIBC Financial Advisor: Shikha Singh

No rating yet
Financial Advisor · Milton

CIBC Financial Advisor: Mukta Sharma

No rating yet
Financial Advisor · Milton

IG Wealth Management - Liane LaBarbera, CLU RRC CHS QAFP

No rating yet
Financial Advisor · Milton

IPC Investment Corporation - Kim Quanz

No rating yet
Financial Advisor · Milton

Aaron Stewart - TD Financial Planner

No rating yet
Financial Advisor · Milton

Edward Jones - Financial Advisor: Brett J Strano, CFP®|FMA

No rating yet
Financial Advisor · Milton

IG Wealth Management - LAURIE DAY

No rating yet
Financial Advisor · Milton

The Money Tree

No rating yet
Financial Advisor · Milton

Sunny Rodrigues - TD Financial Planner

No rating yet
Financial Advisor · Milton

Eunice Wang - BMO Financial Planner

No rating yet
Financial Advisor · Milton

Muhammad Awan - TD Financial Planner

No rating yet
Financial Advisor · Milton

Mulligan & Associates Financial Solutions

No rating yet
Financial Advisor · Milton

Canada Employment & Insurance

No rating yet
Financial Advisor · Milton

T. Savage and Associates - THOMAS SAVAGE, CFP, RRC

No rating yet
Financial Advisor · Milton

IG Wealth Management - DAVID RUGGERI

No rating yet
Financial Advisor · Milton

CIBC Financial Advisor: Johanna Yi Ng

No rating yet
Financial Advisor · Milton

CIBC Financial Advisor: Samarjit Dey

No rating yet
Financial Advisor · Milton

IPC Investment Corporation - Conrad Soucie

No rating yet
Financial Advisor · Milton

IG Wealth Management - VALERIE WOOLNOUGH, CFP, RRC

No rating yet
Financial Advisor · Milton

Rettinger Group - DWAYNE RETTINGER, MBA, P.Eng, CEPA, CFP, CLU

No rating yet
Financial Advisor · Milton

Alviar Advisory Group - AAG

No rating yet
Financial Advisor · Milton

CIBC Financial Advisor: Maria Pavlovic

No rating yet
Financial Advisor · Milton

Tanveer Kaur

No rating yet
Financial Advisor · Milton

/ HelpCommon Questions

How do I choose a reliable financial advisor in Milton?+

Start with the rating — look for a financial advisor holding 4.5 stars or higher with a healthy number of recent reviews, which signals consistent, current service. Confirm they're properly licensed and insured for the work you need, and read a few reviews to see how they handle problems, not just praise. The listings below are sorted by Google rating to make this easier.

What's the typical cost of a financial advisor in Milton?+

Pricing varies widely by the scope of the job, materials, and how urgent the work is, so there's no single rate. The most reliable approach is to contact two or three financial advisors directly for a quote on your specific situation. Use the "View on Google Maps" or "Visit Website" buttons on each listing to reach out.

Are these financial advisors verified?+

Yes. Every listing is sourced from public Google Business Profile data — business name, rating, and review count — and refreshed monthly so closed or relocated businesses drop off. We show only what's already public; we don't add or alter business details.

How can I contact a financial advisor?+

Click "View on Google Maps" to get directions, hours, and the business's public contact options, or "Visit Website" to reach them online. We don't publish private phone numbers or email addresses here — the business's own Google profile and website are the right place to get in touch.

I'm a business owner — how do I update or remove my listing?+

Email support@publicleads.com with the subject "Removal Request" and include your business name and city. We process removal and correction requests within 48 hours.