10 Best Wealth Management Companies in Vaughan

CFS Wealth Management Inc. is top-rated because of their exceptional customer service and financial advisory skill. Client testimonials highlight advisor Mark's positive attitude, timeliness, and deep knowledge. He quickly grasp clients' goals and desires and offers a compelling plan with total support. Customers are impressed with Mark and the CFS team, who simplify challenging more...

CFS Wealth Management Inc. is top-rated because of their exceptional customer service and financial advisory skill. Client testimonials highlight advisor Mark's positive attitude, timeliness, and deep knowledge. He quickly grasp clients' goals and desires and offers a compelling plan with total support. Customers are impressed with Mark and the CFS team, who simplify challenging financial decisions and ensure a seamless process. Their professionalism, attention to detail, and ongoing contact help clients feel assured and secure. This organization has been consistently supporting clients since 2020.

The McClelland Financial Group is one of the top 10 wealth management firms. It prides itself on its evidence-based, personalized service. Clients rave about the company's high-quality communication, revealing that the wealth manager always made them feel their interests were paramount. TMFG focuses on long-term financial goals and strategic plans, turning them into personalized more...

The McClelland Financial Group is one of the top 10 wealth management firms. It prides itself on its evidence-based, personalized service. Clients rave about the company's high-quality communication, revealing that the wealth manager always made them feel their interests were paramount. TMFG focuses on long-term financial goals and strategic plans, turning them into personalized, actionable strategies. Many noted that the company has consistently exceeded performance expectations, demonstrating its potential to provide quality investments and advice through years of expertise. It always aims for the client's utmost happiness, making sure that they get a happy financial life and long-term wealth.

Primerica Financial is one of the top ten companies in Canada due to its comprehensive financial education, personalized product offerings, and commitment to family values. The company excels in helping middle-class families achieve their financial goals utilizing an individualized, educational approach while addressing everything from debt and saving to retirement. Customer rev more...

Primerica Financial is one of the top ten companies in Canada due to its comprehensive financial education, personalized product offerings, and commitment to family values. The company excels in helping middle-class families achieve their financial goals utilizing an individualized, educational approach while addressing everything from debt and saving to retirement. Customer reviews and testimonials consistently emphasize Primerica’s professionalism, integrity, culture, and their commitment to exemplary financial services. By offering customized products, personalized guidance, and ongoing support over the long term, Primerica has become the go-to financial advisory company for Canadians searching for expertise and advocacy on their financial journeys.

David Corrado, CFP - Certified Financial Planner, is ranked in the top ten list for his professionalism, knowledge, and exceptional service as a financial advisor. Each of his reviews emphasize how he is not only highly knowledgeable about financial planning and investments, but also responsive, trusts, and a personal touch to his financial advice. A review mentions that he save more...

David Corrado, CFP - Certified Financial Planner, is ranked in the top ten list for his professionalism, knowledge, and exceptional service as a financial advisor. Each of his reviews emphasize how he is not only highly knowledgeable about financial planning and investments, but also responsive, trusts, and a personal touch to his financial advice. A review mentions that he saved the client money on their income tax return and took the time to explain complex things to the client, which built investor trust. As an expert advisor, Corrado shows clients dedicated support and assistance and solves their problems, giving them invaluable peace of mind. His reviews highlight that Corrado is a good communicator and often exceeds the client's financial needs. His reviews generally give the impression that he is likely to help people in the long run, which is the reason for placing him in the list.

Rain Finance consistently edges out top competitors in terms of customer service, professional knowledge, and customized financial solutions. The firm's founder, Zachary Rain, is passionate about helping clients manage their finances, and he is proficient at breaking down difficult financial concepts and making them understandable. Clients appreciate Zach's honesty, commitment, more...

Rain Finance consistently edges out top competitors in terms of customer service, professional knowledge, and customized financial solutions. The firm's founder, Zachary Rain, is passionate about helping clients manage their finances, and he is proficient at breaking down difficult financial concepts and making them understandable. Clients appreciate Zach's honesty, commitment, and service as he helps them figure out their financial objectives. Rain Finance's emphasis on young families, business owners, and real estate investors, as well as its holistic approach to financial planning, distinguishes it from other firms. Very positive customer testimonials and Zach’s ability to offer tailored plans and solutions make Rain Finance a top-10 choice.

Jess Saunders Mortgage & Financial Services is among the top 10 because of her client-centric approach, all-encompassing guidance, and 13 years of experience. Her clients spotlight her professional and responsive passthrough the financial planning process, which leads them to believe she is the one-stop-shop for all their family financial needs. Many have praised Jess as a relia more...

Jess Saunders Mortgage & Financial Services is among the top 10 because of her client-centric approach, all-encompassing guidance, and 13 years of experience. Her clients spotlight her professional and responsive passthrough the financial planning process, which leads them to believe she is the one-stop-shop for all their family financial needs. Many have praised Jess as a reliable and understanding partner in every financial adventure, including mortgage, investment, and insurance. Her belief in creating a customized financial strategy ensures she can approach any complex financial situation, and clients feel confident and secure in her knowledge and process. Jess Sauders helps build trust for families in Toronto, Vaughan, and Ontario.

Scott A. Olynick is listed among the top ten financial advisors. Top financial advisor Scott Olynick is recognized for providing personalized, efficient, and reliable financial education and advice. His clients appreciate his attentiveness, awareness of the bigger picture, and well-established strategies for negotiating intrinsic challenges. Clients describe him as detailed, org more...

Scott A. Olynick is listed among the top ten financial advisors. Top financial advisor Scott Olynick is recognized for providing personalized, efficient, and reliable financial education and advice. His clients appreciate his attentiveness, awareness of the bigger picture, and well-established strategies for negotiating intrinsic challenges. Clients describe him as detailed, organized, and approachable. They appreciate his military background, allowing him the skills to honor their success and plan strategically for the future. Reviews indicate he has high standards in the financial sector and is a trustworthy partner for clients with complex needs.

Brash Financial Inc. is named among the top ten ranking because it has been in the industry for over 20 years, offering personalized financial services. The founder, Miles Rubinoff, who is the CLU and a member of CALU, stands out because he has extensive knowledge of the market and a good relationship with his clients. The reviews confirm that the company's unique products, outs more...

Brash Financial Inc. is named among the top ten ranking because it has been in the industry for over 20 years, offering personalized financial services. The founder, Miles Rubinoff, who is the CLU and a member of CALU, stands out because he has extensive knowledge of the market and a good relationship with his clients. The reviews confirm that the company's unique products, outstanding client service, and creative financial solutions for both individual and corporate needs have enabled it to be a great choice. The company has earned the title of a professional financial service provider based on the firm's continual commitment and profound expertise.

RBC Dominion Securities provides comprehensive investment management solutions and services. To help you grow, maximize, and protect your wealth, your Investment Advisor will create unique strategies for you. We also engage RBC Wealth Management financial experts to help you grow and protect your wealth. Planning your financial future is not just about investing. Financial plan more...

RBC Dominion Securities provides comprehensive investment management solutions and services. To help you grow, maximize, and protect your wealth, your Investment Advisor will create unique strategies for you. We also engage RBC Wealth Management financial experts to help you grow and protect your wealth. Planning your financial future is not just about investing. Financial planning, and life in general, is complicated. RBC Dominion Securities Vaughan Branch offers wealth management services for individuals, families, and businesses. We offer sound financial planning and trusted investment advice, as well as unparalleled wealth management solutions. The Portfolio Managers and Investment Advisors at RBC Dominion Securities Vaughan Branch will create an investment portfolio that meets your investment objectives. Our services go beyond money management and investment advice. Our services include helping you to protect your business and lifestyle, creating your legacy, and helping you reach your financial goals. We offer our clients a complete wealth management service thanks to our extensive network of professionals, including Estate Planning Specialists and Will and Estate Consultants.

David Cutrara's philosophy of honesty and fairness has been recognized by both his investment clients and his peers in the financial industry. David uniquely combines his experience, knowledge, and access to best-in-class investment and insurance products to achieve clients' lifestyle and wealth-building goals. The cornerstone of this approach includes learning extensiv more...

David Cutrara's philosophy of honesty and fairness has been recognized by both his investment clients and his peers in the financial industry. David uniquely combines his experience, knowledge, and access to best-in-class investment and insurance products to achieve clients' lifestyle and wealth-building goals. The cornerstone of this approach includes learning extensive details about clients' current financial positions, future plans, and challenges. An integrative strategy to build wealth while protecting what has already been accumulated is then presented to clients. Semi-annual reviews are a key component to our clients' success as they provide a checkpoint to assess actual results and make proactive adjustments when required. wealth-building and financial planning require an unbiased, strategic approach that is based on solid principles and thoughtful oversight. It also requires prudent investment management. Cutrara Wealth offers this service through an expert Certified Financial Planner who is focused solely on clients and dedicated to serving their interests. Cutrara Wealth is able to offer what banks can't: delivering on the service promise. We keep our client base small enough that we are able to manage it effectively. We measure success by how many clients we keep, not how many clients we acquire. Our clients are the ones that grow our business. Enjoy the long-term benefits of wealth preservation and financial security by joining our clients in the Greater Toronto Area and Stoney Creek.