Best Financial Consultants In Canada

AWealth's position in the top 10 is due to its client-centered approach. Clients frequently praise advisor Andrei Tasevski for his deep understanding, honesty, and guidance, which allow them more...

AWealth's position in the top 10 is due to its client-centered approach. Clients frequently praise advisor Andrei Tasevski for his deep understanding, honesty, and guidance, which allow them to make informed decisions and build their financial futures successfully. His dedication and extensive knowledge ensure that clients' financial needs are always met, which ensures AWealth's ranking.

Buxton Financial is among the top ten recommended firms due to Marlene Buxton's fee-only, personalized retirement planning services. Marlene's service is designed to meet your retirem more...

Buxton Financial is among the top ten recommended firms due to Marlene Buxton's fee-only, personalized retirement planning services. Marlene's service is designed to meet your retirement needs, and each plan is created specifically for you. In-depth reviews from customers focusing on clarity, customized service, and trust support Buxton's top ten list placement.

Manulife Securities under Gianluca Folino's leadership ranks top ten. Passion, knowledge, and transparency set him apart. An independent advisor, Gianluca builds customized and in-depth inves more...

Manulife Securities under Gianluca Folino's leadership ranks top ten. Passion, knowledge, and transparency set him apart. An independent advisor, Gianluca builds customized and in-depth investment plans one step at a time, making you feel nurtured financially. Clients commend him for this, plus care and the potential for better retirement growth.

WESTGROUP FINANCIAL MANAGEMENT INC is a top-ranked firm based on its commitment to personalized holistic financial planning and investment strategies. numerous positive reviews feature the fi more...

WESTGROUP FINANCIAL MANAGEMENT INC is a top-ranked firm based on its commitment to personalized holistic financial planning and investment strategies. numerous positive reviews feature the firm's commitment to tailored solutions, integrity, and client-focused relationships. Clients rave about the organization’s knowledgeable consultants, particularly Jayan Jayabal and Meenakshi Sareen, for their professionalism and availability in assisting clients get even the most nuanced wealth management counseling. Additionally, WESTGROUP FINANCIAL MANAGEMENT INC commits to making complex financial decisions easier to understand, which aligns with their promise of comprehensive financial guidance. This is why many clients recognize WESTGROUP FINANCIAL MANAGEMENT INC's motivation and ability to improve their financial journey.

Moraine Wealth Advisory stands as a top player due to its client-centered service guided by Sean Wilson and Amanda, who excel in wealth management and retirement strategies. Clients endorse t more...

Moraine Wealth Advisory stands as a top player due to its client-centered service guided by Sean Wilson and Amanda, who excel in wealth management and retirement strategies. Clients endorse their dedicated, personal, and informed service. The firm ensures seamless communication, quick response, and integrity, which helps build client trust. Their custom planning across all life cycles provides reassurance to many clients. Their organized framework and unbiased proposals help many clients accomplish their goals without worrying. Positive feedback emphasizes trust and wealth creation, which helps gain popularity. As a result, Moraine Wealth Advisory is highly valued in the competitive investment advisory field.

Total Wealth Planning is more than just helping you reach your goals and achieve your aspirations. That’s a given. Our mission is to do so in full collaboration with you, working diligentl more...

Total Wealth Planning is more than just helping you reach your goals and achieve your aspirations. That’s a given. Our mission is to do so in full collaboration with you, working diligently to understand the big picture. Equally important is understanding all the smaller moving parts within. Think of it as a toolbox; we use all the tools necessary to produce a Total Wealth Plan that will guide your decisions as life changes. Your Total Wealth Plan integrates all of our specialists’ strategies together in one place, with your priorities at the centre, showcasing the power of our unique team-based approach. It considers every facet of your life—now and in the future— resulting in a dynamic and cohesive roadmap that will help guide your life’s financial journey. Proper planning can help you make the most of your wealth while optimizing the prospect of reaching your goals and fulfilling your life priorities. Creating a Total Wealth Plan is more than a document; it is an ongoing conversation that focuses on you. Our distinctive process of developing a Total Wealth Plan can fundamentally help you realize your dreams and achieve future success; however, you define it.

Anupreet Malik - Sun Life Advisor is in the top ten list due to her dedication to clients, honesty, and transparency. Clients praise her in-depth advice, relationship prioritization, Avail of more...

Anupreet Malik - Sun Life Advisor is in the top ten list due to her dedication to clients, honesty, and transparency. Clients praise her in-depth advice, relationship prioritization, Avail of the best strategy for you, and persistent assistance while carrying out claims. Anu's professionalism and consideration have solidified her reputation as a top expert in the field.

Tetrault Wealth Advisory Group - Canaccord Genuity Wealth Management celebrates deep client relationships, rapid communication, and a tailored approach to financial planning. Their team, led more...

Tetrault Wealth Advisory Group - Canaccord Genuity Wealth Management celebrates deep client relationships, rapid communication, and a tailored approach to financial planning. Their team, led by Rob, is prompt, knowledgeable, and compassionate, ensuring that clients’ needs are met and they are supported during uncertain times.

"Finovo | Financial Planning" appears in the top ten due to the company's client-focused strategy, truly unbiased advice, and recurrent deliveries of top-notch and customizable more...

"Finovo | Financial Planning" appears in the top ten due to the company's client-focused strategy, truly unbiased advice, and recurrent deliveries of top-notch and customizable financial plans. The firm's clients express their contentment with the professionalism and expertise of its lead adviser, Russ, and recommend Finovo's services with consistent emphasis on simplification of complex financial tasks through unbiased guidance. Their evaluations highlight how Finovo's fee-only, advice-only financial planning services have simplified their financial decision-making. The firm promotes a collaborative and educational approach as part of their wholesome approach to financial planning and well-being. The growing number of people requesting customized advice has contributed to Finovo's establishment as a vital partner in any financial project's success.

Merrick Financial Inc. is a top financial advisor in Canada. Chris's personalized financial advice, in-depth knowledge, and tailored financial plans outperform other financial planners. Clien more...

Merrick Financial Inc. is a top financial advisor in Canada. Chris's personalized financial advice, in-depth knowledge, and tailored financial plans outperform other financial planners. Clients praise Chris for being unbiased, flexible, and patient. Chris’s fee-only services help customers understand their finances and make sound decisions, improving their long-term financial health. Clients get extensive tax, investment, and retirement strategies, allowing them to be confident about their financial decisions right away and over time. This thorough, unbiased, and readily available financial planning structure undoubtedly qualifies Merrick Financial Inc. the category.

MRG Wealth Management has been voted top 10 for their financial advisors. Wealth manager Ryan Gubic has a proven track record of serving clients like the personalized, detailed recommendation more...

MRG Wealth Management has been voted top 10 for their financial advisors. Wealth manager Ryan Gubic has a proven track record of serving clients like the personalized, detailed recommendations that Ryan Gubic gives clients. Ryan Gubic's teams create customized plans to suit clients' needs. Gubic's integrity, transparency, and communication create financial success for all client types. Rating clients often says Ryan Gubic and MRG Wealth Management have helped them feel secure and increasing clients' financial stability. Their comprehensive financial management, knowledge base, and returns ticker mean MRG Wealth Management is a trusted advisor to help clients in every stage of investing.

Forerunner Financial Coaching achieves a top ten ranking due to Chris’s excellence in client-centric coaching, comprehensive financial understanding, and supportive partnerships. Clients ment more...

Forerunner Financial Coaching achieves a top ten ranking due to Chris’s excellence in client-centric coaching, comprehensive financial understanding, and supportive partnerships. Clients mention Chris for his compassion, methods, and tailored advice. His judgment-free guidance has given families greater control over their finances and the confidence to plan for their future. Testimonials show that Chris’s approach to complex issues, like retirement planning and financing for a young family, motivates customers to achieve their financial objectives. His clear communication and focus on the client's needs strengthen client relationships and instill trust. Overall, Forerunner Financial Coaching’s clients’ feedback shows it provides professional coaching to its clients and gives it a top ten rating.

Forested Financial Planning was rated in the top 10 list due to Alex's numerous years of experience, unbiased and individualized planning techniques, and a habit of responding promptly to cli more...

Forested Financial Planning was rated in the top 10 list due to Alex's numerous years of experience, unbiased and individualized planning techniques, and a habit of responding promptly to clients' questions, as shown in assessments. With a Master's degree in Finance and the Chartered Financial Analyst (CFA) designation, the company comes across as not only a trusted advisor but also a knowledgeable one.

Christopher Gramzow is a Top 10 Calgary financial advisor on behalf of his client-centered approach. His skillful navigation of complex concepts and personalized support lead to his clients' more...

Christopher Gramzow is a Top 10 Calgary financial advisor on behalf of his client-centered approach. His skillful navigation of complex concepts and personalized support lead to his clients' success. With his extensive knowledge, he empowers clients like you by providing tailored guidance that enables you to understand all your options and make well-informed decisions.

Atul Jagga – Canada’s Business Plan Expert Atul Jagga, founder of The Biz Plans, is a leading business plan consultant with proven expertise in financial modeling, consulting business p more...

Atul Jagga – Canada’s Business Plan Expert Atul Jagga, founder of The Biz Plans, is a leading business plan consultant with proven expertise in financial modeling, consulting business plans, and Canada small business financing. His bestselling book, "Business Plan Essentials: Building your Business Plan", is a vital resource for those applying for bank loans for business, crafting investor decks, or seeking IRAP grants and CSBFP loans. Atul specializes in building business plans for IT consulting, consulting companies, and immigration-focused models such as IMP, EB-1C, and intra-company transfers. He’s also an expert in equipment loan interest rates in Vancouver and BDC loan requirements. Entrepreneurs in need of unsecured business loans, startup lending, industrial research assistance (IRAP), or sred grants turn to Atul for his sharp insight, customized approach, and ability to align with both investor and immigration requirements. If you’re searching for a business plan writer near me, look no further. Connect with Atul Jagga and discover how his business plan writing services can elevate your strategy and secure funding.

Optimize Financial Group is a premier Canadian wealth services firm offering full-suite, multi-family office solutions to individuals and financial professionals across the country. Optimize more...

Optimize Financial Group is a premier Canadian wealth services firm offering full-suite, multi-family office solutions to individuals and financial professionals across the country. Optimize specializes in investment management, financial planning, tax preparation, will and estate planning, insurance, and lending. Our institutional-grade portfolios and holistic approach help clients grow, protect, and transfer wealth efficiently. We combine personalized service, expert insight, and seamless technology to deliver better financial outcomes at a competitive, transparent cost.

xChief is a regulated online broker with over 10 years of experience and more than 750,000 traders worldwide. We offer CFD trading on MetaTrader 4 and 5 with tight spreads, high leverage, an more...

xChief is a regulated online broker with over 10 years of experience and more than 750,000 traders worldwide. We offer CFD trading on MetaTrader 4 and 5 with tight spreads, high leverage, and flexible account types. Traders appreciate our reliable order execution and 24/7 multilingual support. Whether you're a beginner or a pro, xChief provides the tools and environment to trade with confidence.

Since 2005, I've been working in Financial Services helping small businesses and their families achieve financial independence. I have worked in many areas, including but not limited: He more...

Since 2005, I've been working in Financial Services helping small businesses and their families achieve financial independence. I have worked in many areas, including but not limited: Health Insurance, Travel Insurance Tax Planning, Financial Advising Financial Advising Life Insurance Investments and Financial Solutions. With the support of a group of experts that may include tax specialists, financial advisors, attorneys, and notaries, I will do more than just a review of your finances. I'll also consider all aspects of your financial security. Setting up a budget Reexamining your investments Evaluate any insurance requirements How to determine if your taxes can be reduced Plan your retirement Knowing your estate plans and all legal issues With this, you will have an accurate picture of your financial situation, and may even discover new opportunities.

Kamal Atwal's excellence as a RESP Sales Representative at Knowledge First Financial guarantees a top ten rank in the industry. Many customers admire her extensive expertise, quick responses, more...

Kamal Atwal's excellence as a RESP Sales Representative at Knowledge First Financial guarantees a top ten rank in the industry. Many customers admire her extensive expertise, quick responses, and adeptness at explaining complex RESP concepts. Kamal makes the entire experience smooth and friendly, easing clients' worries with her professionalism and comprehensive knowledge. Numerous reviews remark on how Kamal’s tailored advice and constant support help clients make sound financial decisions for their future students. Her capacity to instill confidence and simplify finances makes her a respected and invaluable partner for families across Canada.

Objective Financial Partners Inc. is in the top ten best listing for their distinctive fee-only financial planning service. Clients admire Nancy Grouni and Andrew Dobson for their hard work, more...

Objective Financial Partners Inc. is in the top ten best listing for their distinctive fee-only financial planning service. Clients admire Nancy Grouni and Andrew Dobson for their hard work, extensive advice, and customized service. The company serves clients with diverse financial backgrounds who require objective, comprehensive strategies without feeling pressured to choose specific investment or insurance products. Clients appreciate the clear, personalized communication, which gives them confidence and peace of mind about their financial security in whatever life brings. This client-centered focus provides extensive, personalized financial planning to all clients, which makes them a top competitor.

Vision Consultancy is ranked in the top ten list for its stellar immigration and education consultancy services in Canada. The company has over nine years of experience and provides client-ce more...

Vision Consultancy is ranked in the top ten list for its stellar immigration and education consultancy services in Canada. The company has over nine years of experience and provides client-centric support, which results in high satisfaction levels. Endorsements mention the firm’s ability to issue offer letters in a single day and guarantee approvals for complex applications. The expert teams are reliable, cordial, and well-versed in the visa process. Vision Consultancy has also received consistently positive feedback about its helpfulness, professionalism, and expedited services. These factors make Vision Consultancy a highly reputed service provider and a go-to option for education and immigration consulting in Canada.

Visionvest Financial Planning & Services is among the top ten companies due to its outstanding professional services and client satisfaction. Numerous reviews consistently praise the comp more...

Visionvest Financial Planning & Services is among the top ten companies due to its outstanding professional services and client satisfaction. Numerous reviews consistently praise the company for its dedication to personalized service, expert advice, and knowledgeable personnel. A client emphasizes Ben, Arnold, and their team members for their exceptional abilities and experience assisting the management of financial assets. Arnold and his team receive a lot of praise for their thorough, individualized strategies that recognize and react to complicated issues. The team makes each client feel comfortable and understood throughout their financial journey. Any Visionvest client may be confident they will have access to excellent financial services and long-term results.

The McGuire Financial Group is a top-ten financial firm due to its exceptional service, support, and education. Reviews highlight the firm’s professionalism, tailored programs, and its abilit more...

The McGuire Financial Group is a top-ten financial firm due to its exceptional service, support, and education. Reviews highlight the firm’s professionalism, tailored programs, and its ability to help clients understand complex topics. Glen McGuire and his team consistently put their clients’ interests first. Positive reviews indicate trust, satisfaction, and long-term relationships with the firm.

NWR Financial Group consistently delivers top-tier financial services in the Mississauga region, boasting customized financial plans that are accessible to clients. Customers appreciate Richa more...

NWR Financial Group consistently delivers top-tier financial services in the Mississauga region, boasting customized financial plans that are accessible to clients. Customers appreciate Richard’s professionalism, integrity in financial advice, and focused approach in favour of customer needs, leading to its inclusion in the top ten list.

Beacon Hill Wealth Management has made it into the top ten due to the employee experience, especially the cross-border financial advisor, Chris Stooksbury. Clients consistently praise Chris f more...

Beacon Hill Wealth Management has made it into the top ten due to the employee experience, especially the cross-border financial advisor, Chris Stooksbury. Clients consistently praise Chris for his extensive knowledge of complicated cross-border wealth management, like investments and tax laws. He simplifies intricate financial concepts so clients are informed and feel secure about what they are doing. Chris is described to be kind and straightforward. His fiduciary status and competitive fee structure add to his reputation as a trustworthy advisor. Customers say he’s done more than expected by pointing out problems and solving issues. Go for Beacon Hill Wealth Management to get the help you need.

Wellington-Altus Private Wealth - Rosedale Family Office earned a place in top 10 with an impressive multigenerational, full-service wealth management firm. Their customized solutions, tailor more...

Wellington-Altus Private Wealth - Rosedale Family Office earned a place in top 10 with an impressive multigenerational, full-service wealth management firm. Their customized solutions, tailored approach, transparent communication, dependability— and personalized service– like those offered by Rocky and a multigenerational team, continuously exceed clients' expectations.

Yogesh Bansal, CPA, CGA, and CFP, is listed in the top ten financial planners based on prominent reviews. Reports of his expertise, commitment, and capacity to meet and exceed customer expect more...

Yogesh Bansal, CPA, CGA, and CFP, is listed in the top ten financial planners based on prominent reviews. Reports of his expertise, commitment, and capacity to meet and exceed customer expectations are in most reviews. The majority of clients note that they appreciate his tailored support, in-depth answers, and quick responses at every step, which makes them feel secure and supported in their financial journey. Clients specifically say that their experience with Yogesh Bansal's services has had a huge effect on them. His extensive training and financial knowledge, notably in the fields of tax reduction and retirement planning, provide clients with the information they require to feel secure about their finances. His clients frequently praise him for developing customized tax and insurance strategies tailored to their financial goals.

“Retirement in View” is considered one of the top ten retirement planning firms due to personalized guidance, clarity, and actionable financial strategies. Ayana’s impartial, fee-only model e more...

“Retirement in View” is considered one of the top ten retirement planning firms due to personalized guidance, clarity, and actionable financial strategies. Ayana’s impartial, fee-only model enhances her financial planning, as do her proactive ways. The reviews highlight her professionalism, depth of knowledge, and her ability to make complex financial decisions comprehensible.

Ferguson Financial Planning | CI Assante Wealth Management appears in the top ten because of its client-first approach. Genuine client relationships are built on on-going advice and check-ins more...

Ferguson Financial Planning | CI Assante Wealth Management appears in the top ten because of its client-first approach. Genuine client relationships are built on on-going advice and check-ins. Assante’s team sees you as a person, not just an account. Recommendations are tailored to your needs and keep up with your life. One-on-one planning with a responsive team helps clients live well now and in the future. They offer professional service, a steady hand in turmoil, and a confident outlook. Client reviews highlight the compassionate guidance of Steve Ferguson, Remy Pattynama, and Jacqueline Ozdemir as they walk your family's long-term financial journey. The firm’s excellence, comprehensiveness, and dependability lead to trust and satisfaction.

Orooj Financial & Insurance - Zahid Syed is one of the top 10 insurers due to its dedication to customized, trustworthy customer service. Numerous clients rated the company 5 stars for its ex more...

Orooj Financial & Insurance - Zahid Syed is one of the top 10 insurers due to its dedication to customized, trustworthy customer service. Numerous clients rated the company 5 stars for its excellent customer support, experienced staff, and ability to cater to individual client requirements, while consistently prioritizing the customer’s needs.