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The 4 Best Financial Planners in Oshawa [2025]

  • Last updated: October 15, 2023

In search of trusted financial planners in Oshawa? Look no further! Our selected top 5 can guide you to make the most of your money. From shaping a personalised budget to offering advice on investments and insurance, these skilled professionals are focused on your needs and goals.

Looking for additional financial services in the GTA? Check these out:

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The 5 Best Licensed Insolvency Trustees In Brampton

Make wise financial decisions. Hire a top financial planner in Oshawa today!

Summary

What is the difference between a financial planner and a financial advisor?

A financial planner is a professional who helps individuals and organizations create a strategy to meet long-term financial goals. “Financial advisor” is a broader category that can also include brokers, money managers, insurance agents, or bankers. Financial planners offer different services such as estate planning, retirement planning, investment advice and more. They typically work with clients one on one to help them achieve their desired results. In addition to providing individualized guidance throughout the process, many financial planners also have team affiliations which allow them access to additional resources and support should they need it.

Best financial planners in Oshawa

1) Financial Planner I B G Financial Corp. I Brandon Gurley I Financial Advisor I Group Benefits

As a Certified Financial Planner, Brandon Gurley understands the importance of financial planning. He has years of experience helping clients achieve their goals, including saving for a new home or retirement, protecting loved ones from financial losses, and managing your portfolio wisely. With his wealth of knowledge and resources, Brandon is able to meet the needs of all his clients. 

Sound planning principles involve the big picture: analyzing estate taxes, income taxes, education funds, and insurance coverage. Whether you’re looking for help with budgeting and debt reduction or want to develop a long-term investment plan tailored specifically for you, Brandon can provide the guidance and support that you need. Contact him today to start building your dream finances!

Business Information:

Website: bgfinancial.ca
Phone number: +19054099775
Address: 71 Albert St, Oshawa, ON L1H 4R1

Customer Review:
“Brandon Gurley has managed my finances for 13 years now. I've always found him to be supportive of my comfort level, concerns and anxieties regarding money and quick to respond to emails. He is also very knowledgeable about the newest changes within the market. Brandon is easy to talk to and has a lot of options for investments to offer. I always recommend him to friends and family when asked.”
Pros
  • Same-day repair service
  • Affordable rates
Cons
  • No online estimates

2) True Wealth Advisors

Seun Adeyemi is a certified financial planning professional, mortgage broker, and investor. He founded True Wealth Advisors in order to provide individuals with the clarity and confidence they need on how to execute a profitable real estate strategy. They offer this fee-for-service planning program as: hourly planning, annual ongoing planning engagement and project based planning. 

Through his services, which include investment strategies, retirement savings, cash flow planning, insurance planning, tax planning, credit management and mortgages as well as estate planning; he provides clients with the resources they need to succeed in this ever-changing market.

Business Information:

Website: realty.truewealthadvisors.ca
Phone number: +16472774888
Address: 50 Richmond St E Ste 119 Firm #2010, Oshawa, ON L1G 7C7

Customer Review:
“Seun will go above and beyond to respond to his clients financial goals and I can attest to that! He gives generously his time to ensure that you understand every step to achieving your goals. Seun over delivers every time so I highly recommend his services.”
Pros
  • 35+ years of experience
  • Offer full manufacturer’s warranty on parts and are available seven days a week
Cons
  • No website

3) Compass Wealth Partners

Compass Wealth Partners is a professional financial advisor firm that specializes in helping clients achieve their financial dreams. The team at the firm has years of experience working with various types of investors, and they are equipped to help you manage your portfolio wisely or save for a new home. In addition to providing personalized advice, the advisors at Compass Wealth Partners provide resources such as calculators and online tools that make it easy for you to understand how money works. 

Personal financial planning focuses on you as an individual – bringing together all the financial and psychological factors that have an impact on your life. A well-designed financial plan will help you reach your personal financial goals and objectives, and give you a greater sense of security.Whether you’re looking for general guidance or assistance with specific investment goals, contact Compass Wealth Partners today to learn more about what they can do for you.

Business Information:

Website: compasswealthpartners.ca
Phone number: +19054308099
Address: 92 Albert St, Oshawa, ON L1H 4R2

Customer Review:
“Beyond their knowledge of the industry, what has impressed me most about Compass Wealth Partners is their commitment to the community. Their vision of success goes well beyond their own doors. I look forward to continuing our strong working relationship and would highly recommend Compass Wealth Partners to others.”
Pros
  • Always on time
  • Provides great advice on how to properly care for your appliances
Cons
  • Closed on Sundays

4) Edward Jones - Financial Advisor: Lisa E Currie

Lisa Currie is a financial advisor who has been working with the same clients for over 10 years. She is extremely professional and takes pride in her work. Her focus on client care ensures that their finances are managed efficiently and effectively. In addition, she provides sound advice based on current market conditions, which makes her an invaluable asset to any household budgeting needs. 

The team at this institution offers comprehensive services that include budgeting assistance, asset management guidance, retirement plan consulting as well as risk assessment assessments. In addition to providing personalized support tailored specifically for each individual’s needs. 

Business Information:

Website: edwardjones.ca
Phone number: +19057232633
Address: 501 Coldstream Dr Unit 3, Oshawa, ON L1K 3B3

Customer Review:
“Lisa Currie is a dynamic financial advisor! Lisa and her financial team offer honest financial advice in a professional and personable manner. I recommend them to others who are looking for financial planning services with someone they can trust and who will provide valuable advice based on their independent needs.”
Pros
  • Provide 24/7 service
  • Their team is licensed, insured, experienced and offers friendly service
Cons
  • They are usually busy at around 1 pm
FAQs
There is no one-size-fits-all answer to this question, as the best way to save money with a financial planner depends on your individual circumstances. However, some tips that may help you save money include setting up automatic transfers from your checking account into savings accounts or investing in mutual funds through a retirement plan.
There are multiple factors that can affect your credit score, including the amount and type of debt you have, how long it has been since you last paid off any debts, and whether or not you are using available credit products responsibly. There are some actions that can help improve your chances of getting a good rating from lenders such as making timely payments on loans and maintaining an acceptable level of utilization (the percentage of total available borrowing used) across all your accounts.
Generally speaking, however, most people suggest saving at least 10% of your pre-tax salary each year. The amount of money you need to save for retirement depends on a few factors, including your age and how much income you expect to have in retirement.
Online banks are safe, but always do your research before you open an account. Make sure to read the bank’s privacy policy and review any complaints or reviews associated with it.
Final Thoughts

Financial planning is essential for securing your future and ensuring long-term comfort. A skilled financial planner can guide you in making wise investment decisions, setting goals, and planning for retirement. If you’re seeking a financial planner in Oshawa, the list above offers excellent options to consider. With numerous qualified professionals available, you’re sure to find someone who can help you achieve your financial goals. Reach out to one of these experts today to begin planning for a secure future!

For other types of finance related professionals, check out our list of the best mortgage brokers in Richmond Hill, Vaughan, Markham and Oakville. 

We also have compiled a list of the best financial planners in Richmond Hill for you to consider.

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