10 Best Wealth Management Companies in Toronto

Nest Wealth is among the top 10 digital wealth management platforms in Canada due to its pioneering status, launching in 2014 as the first Software as a Service provider in the industry. In addition, Nest Wealth serves institutions such as the National Bank of Canada, ensuring access to a broader audience. The company delivers a low-fee, transparent, automated digital investory more...

Nest Wealth is among the top 10 digital wealth management platforms in Canada due to its pioneering status, launching in 2014 as the first Software as a Service provider in the industry. In addition, Nest Wealth serves institutions such as the National Bank of Canada, ensuring access to a broader audience. The company delivers a low-fee, transparent, automated digital investory system that helps investors achieve their financial goals. Although many users have reported some customer service issues, the platform's ease of use, superior investment experience, and proactive customer service account for most of the positive reviews.

John Lysack Wealth Management is a leading company after receiving numerous five-star reviews from customers. The company is dedicated to working closely with clients to tailor financial planning solutions to their needs. Clients praised John Lysack for his transparency, professionalism, and commitment to customers. He is noted for making complex financial matters understandable more...

John Lysack Wealth Management is a leading company after receiving numerous five-star reviews from customers. The company is dedicated to working closely with clients to tailor financial planning solutions to their needs. Clients praised John Lysack for his transparency, professionalism, and commitment to customers. He is noted for making complex financial matters understandable and easy to follow. His attention to detail and dedication to helping clients through difficult times is admired. Clients appreciate his goal-based planning strategy and the successful user-friendly Nordic transfer and wealth management strategies he provides. The company's fast, client-focused service and personalized advice that meets client's needs and supports financial security and independence helps the firm to be among the top ten fiduciary firm.

IG Wealth Management is a top 10 organization due to its unlimited income potential, extensive financial planning, and tailored client approaches. The organization's comprehensive services extend to tax strategies, mortgages, and estate planning in addition to investments. They cultivate a supportive atmosphere that helps entrepreneurs grow their careers and skills while concent more...

IG Wealth Management is a top 10 organization due to its unlimited income potential, extensive financial planning, and tailored client approaches. The organization's comprehensive services extend to tax strategies, mortgages, and estate planning in addition to investments. They cultivate a supportive atmosphere that helps entrepreneurs grow their careers and skills while concentrating on customers. According to testimonials, IG Wealth Management is a fantastic company that values the contributions of its employees and has helped many people's lives and careers. The company’s dedicated resources and collaborative culture reinforce its ranking in ten as a prime employer.

CIBC Private Wealth Management makes the top ten due to the company's personalized service, which is described in its commitment to a holistic approach, individualized solutions, and the comprehensive support of its private banking and trust services. CIBC Private Wealth Management provides a wide range of wealth management services, from personalized investment strategies to es more...

CIBC Private Wealth Management makes the top ten due to the company's personalized service, which is described in its commitment to a holistic approach, individualized solutions, and the comprehensive support of its private banking and trust services. CIBC Private Wealth Management provides a wide range of wealth management services, from personalized investment strategies to estate planning. Clients decide the company's expertise and integrity. Some clients have complained, indicating the company still needs to prioritize communication and clarity.

Baskin Wealth Management employs a team-based approach to money management and understands each client's unique risk tolerance and goals. We provide tailored wealth management solutions that are customized to meet your needs. Our clients also receive exceptional service. Every generation should be able to speak up and have access to our top executives. To ensure that we unde more...

Baskin Wealth Management employs a team-based approach to money management and understands each client's unique risk tolerance and goals. We provide tailored wealth management solutions that are customized to meet your needs. Our clients also receive exceptional service. Every generation should be able to speak up and have access to our top executives. To ensure that we understand your financial picture, not just when you become our client but also throughout our relationship, we take time to get to know you. To ensure that your portfolio meets your requirements, we take into consideration your risk preferences and tax needs. We all have been affected by changes in our lifestyles and demographics. An integrated, multi-generational approach for wealth management has proven to be very successful. We offer tailored wealth management strategies that are customized for families with more than $1 million to invest and exceptional client service. To ensure that your portfolio meets your requirements, we consider your risk tolerance and goals. We also take into consideration your tax and legal needs.

Cumberland Private Wealth, Canada's most trusted wealth management firm and fiduciary to families, individuals, and foundations is a leading Canadian independent wealth management company. For 25 years, we have been helping families, individuals, and foundations reach their financial goals by providing a personalized portfolio solution, careful planning, and rewarding clien more...

Cumberland Private Wealth, Canada's most trusted wealth management firm and fiduciary to families, individuals, and foundations is a leading Canadian independent wealth management company. For 25 years, we have been helping families, individuals, and foundations reach their financial goals by providing a personalized portfolio solution, careful planning, and rewarding clients' experiences. We are a top independent wealth manager and we have a unique structure that is different from most fund managers or financial institutions. Our employees make up the majority of our owners and partners. Our values are teamwork and free-thinking over hierarchy. There are no intermediaries between you and those managing your funds. We personally invest in the exact same strategies as you. With curiosity and an open mind, we embrace new trends in technology, demographics, and investment options. However, our investment strategy has allowed us to preserve clients' capital over decades of ups & downs.

I have been working as a Wealth Advisor for over 20 years with BMO Nesbitt Burns. Simply put, my job is to help you build, manage, and protect your wealth. Utilizing my specializations in Portfolio Management, Wealth Planning, and Options Strategies, I am able to set myself apart from traditional Investment Advisors. I have achieved my Chartered Investment Manager (CIM), Fellow more...

I have been working as a Wealth Advisor for over 20 years with BMO Nesbitt Burns. Simply put, my job is to help you build, manage, and protect your wealth. Utilizing my specializations in Portfolio Management, Wealth Planning, and Options Strategies, I am able to set myself apart from traditional Investment Advisors. I have achieved my Chartered Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI), Certified Financial Planner ® (CFP), Partners, Directors and Senior Officers (PDO), and my Insurance and Options designations. I have a veteran team behind me along with the full support of Nesbitt Burns, a full-brokerage firm, allowing me to leverage the maximum capacity and expertise of the Bank of Montreal to serve my clients the way they deserve. We know our team is our biggest strength. Together, we are able to achieve more. Our team is proud to have brought many generations of success to clients and their families through decades of market experience and multiple cycles. We focus on family roots and longstanding traditions. Your needs are important to us and we will help you create a financial plan that meets your goals. Our clients include professionals with high net worth, business owners, foundations, and executives. We offer a range of specialties including US and Canadian Equities as well as Portfolio Management and Options Strategies. All these help us achieve our goal to create, manage and preserve the wealth that you desire for this generation and future generations.

Castlemark Wealth Management Inc. is an independent fee-only private wealth management company dedicated to helping you achieve your dreams and goals. The Integrated Wealth Management Service, which is a customized, end-to-end solution, addresses the complexities of family, business, and investment. It includes all aspects of tax, financial, insurance, and wealth management. Cas more...

Castlemark Wealth Management Inc. is an independent fee-only private wealth management company dedicated to helping you achieve your dreams and goals. The Integrated Wealth Management Service, which is a customized, end-to-end solution, addresses the complexities of family, business, and investment. It includes all aspects of tax, financial, insurance, and wealth management. Castlemark, which is female-owned and led by women, can offer customized wealth management solutions for every stage of women's lives. Our clients can be professionals or business owners. Castlemark can help you create a customized plan, no matter what your goal is - whether it's wealth accumulation or estate and retirement planning. Castlemark uses a systematic, holistic approach to financial planning that includes optimal cash flow solutions, professional investment management, and retirement planning. All of this is based on a tax-efficient, goal-directed structure. We will work together to create a lifelong financial plan using our powerful Integrated Wealth Management Service. This service can help you live more comfortably today and realize your dreams.

Lorne Steinberg Wealth Management, an independent investment company, provides discretionary management services to private clients as well as institutional investors. We are anchored on the value-based approach to investing. This means that we only buy quality businesses that we can afford and are not trading at a profit. We aim to increase capital in a time-efficient manner more...

Lorne Steinberg Wealth Management, an independent investment company, provides discretionary management services to private clients as well as institutional investors. We are anchored on the value-based approach to investing. This means that we only buy quality businesses that we can afford and are not trading at a profit. We aim to increase capital in a time-efficient manner with lower risks and provide exceptional customer service. Our company's lifeblood is research. We aim to increase client capital in a disciplined way that is less risky. It is vital to preserve capital. Management-owned, we operate independently of any external pressure or influence. We have no ties to financial institutions and product suppliers. The firm's employees and partners own the same securities that our clients. This ensures that their interests align. Lorne Steinberg Wealth Management Inc. offers discretionary investment management services for individuals, corporations, and non-profit organisations. Client circumstances may dictate that accounts are either managed segregated or through proprietary pools of funds.

Turtle Creek is the place where partners keep all their investment able wealth. Many of our investors have enjoyed the majority of their wealth over many years. Turtle Creek does not have "salaried money managers" who are happy to move on to other jobs if they earn poor returns. Turtle Creek is managed by its founders and the largest investors. To the best of my knowle more...

Turtle Creek is the place where partners keep all their investment able wealth. Many of our investors have enjoyed the majority of their wealth over many years. Turtle Creek does not have "salaried money managers" who are happy to move on to other jobs if they earn poor returns. Turtle Creek is managed by its founders and the largest investors. To the best of my knowledge, we are investing our wealth here. This creates strong alignment, mitigates conflicts of interest, and minimizes worries about a wealth manager not paying attention or focusing on what is important. It removes many of the risks of selecting a manager and lets you focus more on the criteria, such as whether they are capable, skilled, hardworking, or experienced. We are confident. Our firm is an independent investment management company with a 24-year history. We focus on capital growth and long-term capital for high-net-worth families, wealth advisors, and institutions. Our goal is to reduce risk by ensuring that we have a thorough and complete understanding of all our investments. We also use a process that allows us to continually optimize our portfolios. All of the investable wealth they have is shared with our clients by the partners, which makes them unique among other firms.