1
Financial planners listed
4.9★
Average Google rating
1
Rated 4.5★ or higher
7
Google reviews
As of September 2026, Senior Care Path compares 1 financial planners in Burlington. They're ranked by the SCP Confidence Score, our 100-point trust rating, and no listing can pay for its place.
Rated 4.9 on average across 7 Google reviews
1 financial planners
Burlington, ON1001 Champlain Ave #300, Burlington, ON L7L 5Z4
4.9(7 reviews)
In retirement income planning and comprehensive financial planning for serious investors. The founder, James P.
Rates on request
We'll email you the top 10 financial planners in Burlington, with their Confidence Scores and ratings, so you can look it over when you're ready.
A few well-rated financial planners in nearby towns that may also serve Burlington. Ask each one whether they come to your area.
In Hamilton, about 14 km away
Hamilton, ON21 King St W Ste 1405, Hamilton, ON L8P 4W7
4.9(12 reviews)
Their services include retirement planning, tax-efficient investment strategies, estate planning to protect and pass on your wealth, and integrated insurance planning. The Education Centre...
Rates on request
In Hamilton, about 14 km away
Hamilton, ON21 King St W #1500, Hamilton, ON L8P 1A4
5.0(1 review)
Their services include investment management, retirement planning, estate planning, tax strategies, and insurance services, supported by dedicated Tax & Estate Planning professionals. The...
Rates on request
In Hamilton, about 15 km away
Hamilton, ON588 Concession St, Hamilton, ON L8V 1B1
5.0(1 review)
Its advisers describe themselves as life mentors and work with clients through major life events, including retirement, family health issues and caring for aging parents. Services include...
Rates on request
In Hamilton, about 16 km away
Hamilton, ON8 Grandview Ave, Stoney Creek, ON L8E 5A5
5.0(1 review)
Retirement income and tax planning, investment management, risk management and insurance, pension and severance transfers, and inheritance and wealth transfer strategies...
Rates on request
Local financial planners from public business listings, scored on public Google signals. Senior Care Path hasn't independently vetted every one, so always confirm credentials, registration, and fit before booking.
As of September 2026, typical costs in Canada are Fee-only planners charge for advice (commonly $150 to $300 per hour or a flat plan fee, illustrative); commission-based advisors may have no direct fee, and Burlington falls in the same range. What moves the price: Fee-only versus commission-based advice, whether you want a one-time plan or ongoing management, and how complex your finances are.
Canada-wide typical range; ask each provider for its current fees. Ranking: SCP Confidence Score.
Answer a few questions to get personalized results
Step 1 of 5Financial planning for seniors in Burlington often begins with one worried question: can Mom and Dad afford the care they'll need? Many parents here have built equity in long-held homes, from Aldershot bungalows to lakeshore condos. A good planner helps you see how pensions, savings and the house can fund care, without rushing any big decisions.
Financial planners help families understand the cost of care and how to pay for it, drawing on pensions, savings, home equity, insurance, and government benefits to build a sustainable plan.
By Jonathan Kennedy · Last reviewed September 2026
Look for someone who works with retirees, not just young families saving for school. A retirement financial planner should be comfortable modelling home care, a move to a retirement residence and higher care needs later. They'll look at pensions, investments, insurance, tax and the home, then show how long the money lasts under different plans. Ask whether they hold the CFP designation or a similar credential.
Burlington brings a few common situations. Many parents are house-rich with a long-held home, so the plan often weighs staying put with private home care against selling and moving. Adult children may live in Toronto or farther away, so ask whether the planner can meet by video and share documents securely. If your parent is a veteran, the planner should know to check Veterans Affairs Canada benefits too.
Prioritize clarity about how they're paid. A fee-only planner charges you directly and doesn't earn commissions on products. Others are paid partly through product sales, which can work but needs openness. Ask for a written plan that compares care costs against income, and make sure they explain things in plain words your parent understands.
Our recommendation is a fee-only planner with retirement and care experience for most families making a big care decision. A commission-based advisor may cost less upfront, but the trade-off is a possible conflict when products are recommended. Burlington has a good number of advisors, and families also meet planners in Oakville and Hamilton, shown nearby. Financial planning is private-pay, so ask about fees in your first call.
Check registration before you book: Financial Services Regulatory Authority of Ontario (financial planner titles).
Star ratings and written reviews come straight from Google, never written by us. The order on this page is our SCP Confidence Score, a 100-point rating built from reviews, verified details, published credentials, licensing and listing completeness.
Google star ratings across 1 financial planners.
How the 1 Burlington financial planners fall across our trust tiers.
Typical cost: Fee-only planners charge for advice (commonly $150 to $300 per hour or a flat plan fee, illustrative); commission-based advisors may have no direct fee. What moves the price: Fee-only versus commission-based advice, whether you want a one-time plan or ongoing management, and how complex your finances are.
A one-time, fee-only plan can be money well spent when weighing home care against a move, or deciding how to use home equity. Ask any advisor how they are compensated before you begin.
Provincial benefits for seniorsThe cost depends on whether the planner charges a flat fee, an hourly rate or commission. Fee-only planners charge a flat or hourly fee, while others earn commissions on products. Financial planning is private-pay. Ask for fees in writing before your first full meeting.
Choose someone experienced with retirement income and paying for care, ideally a CFP. Ask how they're paid, request a sample written plan, and make sure they explain options clearly to your parent, not only to you.
Contact the planners on this page, including those in Oakville and Hamilton. Many offer a short first call at no cost. Bring a list of income, savings, the home's details and any care already in place.
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