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Financial advisors in Burlington

110 advisory teams and firms in Burlington, Ontario.

🏆 Top financial advisors in Burlington: the ranking

Burlington in figures

186,948residents in 2021 (+2% since 2016)
$110,000median total household income, 2020
75.1%of households own their home
$900,000median dwelling value
21%aged 65 and over
45.2%of 25-64 year-olds hold a bachelor's degree or higher

Source: Statistics Canada, 2021 Census of Population (2020 incomes).

Wealth planning issues in Burlington

Working in finance in Burlington: employer shares, bonuses and RRSP?

7% of jobs in Burlington are in this sector, against 4.3% across Canada (2021 census). Variable bonuses and employer shares: when to sell, and how to split between RRSP, TFSA and non-registered accounts.

How to pass on a home in Burlington and limit probate?

The median dwelling value is $900,000 in Burlington (census). Principal residence, capital gains on a second property, wills and probate: real estate dominates the estate.

When to take CPP and how to draw down a RRIF in Burlington?

21% of Burlington residents are 65 or older. When to take CPP and OAS, and in which order to draw from the RRIF, TFSA and non-registered accounts, is where retirement income is decided.

How long will your savings last? →

Property taxes in Burlington

0.969%residential property taxes (municipal and education) as a share of assessed value, 2025
$4,845per year on a home assessed at $500,000 (MPAC value)

Source: Ontario Financial Information Return (FIR), schedule 26: residential taxes (lower-tier, upper-tier and education) divided by taxable assessment. Ontario assessments are still based on January 1, 2016 values. All municipalities compared.

Frequently asked questions

How many financial advisory firms are there in Burlington?

Advisor Index lists 110 advisory teams and firms in Burlington, Ontario: independent firms whose website shows their registration, and teams published by the large networks in their advisor locators.

How do I check a financial advisor in Burlington?

Look the person up in CIRO's AdvisorReport and with your provincial securities regulator, ask which credential they hold (CFP, QAFP, or a title protected by your province), and ask how they are paid: fees, commissions on products, or both.

Other cities in Ontario

Check any advisor in the CSA National Registration Search and CIRO's AdvisorReport before you commit. No firm pays to be listed.

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