Best Financial Consultants In Ontario

Modern Vision Planning is not just a wealth management office; we are your dedicated partners in achieving financial success. We offer bespoke solutions tailored to your unique situation, en more...

Modern Vision Planning is not just a wealth management office; we are your dedicated partners in achieving financial success. We offer bespoke solutions tailored to your unique situation, ensuring that every decision is unbiased and in your best interest. While you may be well-versed in basic financial concepts, our expertise lies in providing a professional perspective that goes beyond the basics. We employ a detailed, client-focused approach to comprehensive financial planning, helping you understand the "what," "how," and "why" of your financial decisions. An award-winning professional, with years of experience in the financial industry, William Chan, the principal of Modern Vision Planning, has helped clients as a Certified Financial Planner, managed complex cases as a Regional Financial Planning Specialist, and guided advisor growth as a Business Development Partner. A dedicated professional, his commitment to the wellbeing of others, allows clients to enjoy their time and focus on what really matters in life.

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.

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.

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.

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.

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.

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.

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.

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.

“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.

Best Planners Inc. ranks in the top ten list for providing tailored advice as a financial and insurance advisor. It has Jatinder Singh, a Chartered Life Underwriter, and a specialized Health more...

Best Planners Inc. ranks in the top ten list for providing tailored advice as a financial and insurance advisor. It has Jatinder Singh, a Chartered Life Underwriter, and a specialized Health Insurance Specialist (CHS), who suits those with complex needs. Clients praise Jatinder for his integrity, help, and commitment. Jatinder has an extensive experience, making clients feel valued and heard over the last 13 years. Many clients have had exceptional financial and investment advice from Best Planners Inc., leading them to a higher risk-adjusted return than they would have obtained otherwise. The company specializes in develop complicated financial, investment, and insurance solutions that help families and companies seek financial growth. Many customers are happy with their personalized, transparent, and no-pressure approach. This guarantees the customer's trust and satisfaction, which builds the brand's credibility and positions it among the top ten in the market.

Adam Schacter, CFP, Financial and Investment Advisor, is among the top 10 because of his client-first mentality, tireless work ethic, and extensive industry experience. He has outstanding com more...

Adam Schacter, CFP, Financial and Investment Advisor, is among the top 10 because of his client-first mentality, tireless work ethic, and extensive industry experience. He has outstanding communication skills which make for easy explanations of complex financial terms. Schacter has also been rated for his integrity, professionalism, and history of fostering long-term financial literacy and collaboration with clients.

Mason Leite, a financial planner at Martin Christopher Investments, is one of the top ten financial advisors in Canada due to his personalized service, professionalism, and customer-centric f more...

Mason Leite, a financial planner at Martin Christopher Investments, is one of the top ten financial advisors in Canada due to his personalized service, professionalism, and customer-centric focus. His financial plan is clear, complete, and easy to understand. His clients describe him as a reliable source of information who uses a calm and reassuring tone to help them make financial decisions. Clients frequently remark that Mason is a great resource, thorough, and responsive, making him one of the best financial advisors having a great experience with their service.

Ranked as a top 10 workplace in Alberta, MD Financial Management Head Office showcased some of the best workplace offerings. Decent workplace facilities, including beautiful offices and an on more...

Ranked as a top 10 workplace in Alberta, MD Financial Management Head Office showcased some of the best workplace offerings. Decent workplace facilities, including beautiful offices and an on-site cafeteria, as well as some positive client reviews about excellent service delivery and organizational success, set the rankings.

Better Financial is a top contender for the top ten lists because of its commitment to long-term customer service, comprehensive financial planning, and individualized attention. Clients prai more...

Better Financial is a top contender for the top ten lists because of its commitment to long-term customer service, comprehensive financial planning, and individualized attention. Clients praise Chan and his team for their professionalism, knowledge, and friendly atmosphere. Many testimonials exhibit how Better Financial surpasses ordinary services and delivers RRSP, RESP, TFSA, and tax preparation. The brand's client loyalty suggests long-term success and financial trust. Improved financial health is the brand's online rating and making Better Financial a company's top ten list.

CSR Wealth Management is among the top financial advisors partly due to Frank Gasper, who has over 25 years of experience. His client-centered approach, including personalized financial plann more...

CSR Wealth Management is among the top financial advisors partly due to Frank Gasper, who has over 25 years of experience. His client-centered approach, including personalized financial planning and investment management, aligns with the need for his clients. Many client reviews praise the firm for its integrity, attention to detail, and clarity in explaining complex financial matters. Furthermore, Frank is hailed as an adept adviser who makes financial management easy at every life stage. His clients value his depth of knowledge and caring attitude, making financially overwhelming tasks manageable and enjoyable.

Astrolabe Financial Group Inc. was chosen as one of the top ten companies on our list for its wholehearted commitment to financial education and its transparent fee-for-service approach to ex more...

Astrolabe Financial Group Inc. was chosen as one of the top ten companies on our list for its wholehearted commitment to financial education and its transparent fee-for-service approach to expert advice. Astrolabe is focused on helping clients achieve financial independence and confidently manage finances, as informed by numerous client testimonials.

TruFinancial Consultants is a top-ten choice due to their customer service, professionality, and advice for small businesses and families in Canada. Many of the reviews highlight Mimi Lee’s e more...

TruFinancial Consultants is a top-ten choice due to their customer service, professionality, and advice for small businesses and families in Canada. Many of the reviews highlight Mimi Lee’s expertise in navigating complicated financial systems like CEWS and CERB and her dedication to finding personalized solutions for her clients’ specific needs. She answers her clients’ questions honestly with customized options, and they know Mimi prioritizes clients’ risk and objectives. Mimi's creativity, detail-oriented approach, and trustworthiness have also led to long-term client relationships. The company's excellent customer satisfaction and commitment to meeting their clients’ needs in the best way possible make it a great choice.

Wyse Financial Solutions Inc. is among the top ten firms on the strength of its outstanding client relations, expertise, and tailored financial counsel, according to client feedback. Sarah Wy more...

Wyse Financial Solutions Inc. is among the top ten firms on the strength of its outstanding client relations, expertise, and tailored financial counsel, according to client feedback. Sarah Wyse and her team, including Michelle Lo, have earned high praise for their thorough and responsive management of complex financial situations. Clients view them as knowledgeable and attentive, always acting in their best interests. The team's dedication to personalization during significant market upheavals and emotions has always been excellent. Clients trust Wyse Financial for life insurance and retirement preparations, which leads to increased client satisfaction and good financial performance.

Stiller Financial has repeatedly been recognized among the top 10 Money Managers for its personalized services, exceptional returns, and help in planning for a carefree retirement. The firm w more...

Stiller Financial has repeatedly been recognized among the top 10 Money Managers for its personalized services, exceptional returns, and help in planning for a carefree retirement. The firm was founded in London, Ontario, and specializes in financial planning and wealth management. Matt, the firm's financial advisor, is praised for his customized plans and unique methods as well as his spot-on investment returns. Among his many clients is one business owner who credits him with changing her retirement prospects for the better. Other clients say the firm’s financial tools and constant updates to portfolios give them certainty in their investments. As a result, major clients can enjoy their retirements rather than obsess over their finances. But discovering the right investment path takes discipline and patience.

Gary Corriveau, CFP, is among the top ten because of his dedicated client focus and personalized financial guidance. He exemplifies integrity, transparency, and superior client service, simpl more...

Gary Corriveau, CFP, is among the top ten because of his dedicated client focus and personalized financial guidance. He exemplifies integrity, transparency, and superior client service, simplifying intricate financial matters for broad-spectrum clientele. Gary meticulously matches borrowers with lenders, providing best-rate loan packages while giving investors personalized trusts. His extraordinary knowledge, constant availability, and deep empathy allow clients to navigate complex portfolios, big debts, and aggressive tax ramifications. He can deliver thoughtful, effective strategies no matter how obscure the need. Gary delivers the personal attention, upfront honesty, and expert advice, setting the highest standards in comprehensive financial planning.

Howlett Financial Partners has made it to a top ten firm due to their holistic financial planning and communication strategies to meet clients’ expectations. Nate Howlett and his team have bu more...

Howlett Financial Partners has made it to a top ten firm due to their holistic financial planning and communication strategies to meet clients’ expectations. Nate Howlett and his team have built a name for themselves over the years by creating customized financial plans that take into account tax planning and investing. This was verified by their hundreds of clients’ positive comments on their money decisions and life changes. Complicated ideas are made straightforward, and every significant life-event situation gets the best attention. Howlett Financial Partners is a non-profit financial cooperative that champions collaboration in the industry and gives back to society through projects like The Knowledge Box.

Buss Financial Group is in the top 10 because they focus on financial planning for all people, professional client care, and client relationships, all together with decades of experience. Cli more...

Buss Financial Group is in the top 10 because they focus on financial planning for all people, professional client care, and client relationships, all together with decades of experience. Clients praise Buss Financial Group for their knowledgeable team members who help them through complex financial problems, even those with many moving parts. The group does not only help clients with investment advice but also collaborates with them in creating personalized and comprehensive financial plans. Buss Financial Group truly values a client-centric culture in which all team members are available to have personalized phone conversations with clients whenever necessary.

Zoho Financial is a top 10 option due to its expert, tailored guidance. Reviewers praise Harpreet's fiduciary fidelity, exhaustive assistance, and transparent conversations. The firm excels d more...

Zoho Financial is a top 10 option due to its expert, tailored guidance. Reviewers praise Harpreet's fiduciary fidelity, exhaustive assistance, and transparent conversations. The firm excels due to its unbiased approach and unmatched market insight. Clients enjoy tailored plans, prompt assistance, and operation with a respectful and professional organization.

The Trustworthy Financial Planner category, one of the top ten lists, is where Fair Advice Financial Inc. ranks. The company is represented by Sukhwinder Nahal, who has been with the company more...

The Trustworthy Financial Planner category, one of the top ten lists, is where Fair Advice Financial Inc. ranks. The company is represented by Sukhwinder Nahal, who has been with the company for many years. Here are the reasons: clients referred to Mr. Sukhwinder Nahal’s ease of access, his professionalism, and his earnest dedication to them. Clients report that he is honest, knowledgeable, and always focused on their best interests. He is also reported to provide them with tailored advice that meets their needs and goals. This client feedback shows that he has deep industry knowledge, and a dedicated team that delivers custom and client-focused advice.

Liana Carvalho places in the top 10 list among financial planners for her impressive dedication, expertise, and client satisfaction. Feedback reveals that Liana exceeds Client expectations by more...

Liana Carvalho places in the top 10 list among financial planners for her impressive dedication, expertise, and client satisfaction. Feedback reveals that Liana exceeds Client expectations by providing extensive finance education, which helps them make informed decisions. She ranks highly as a transparent guardian of her clients’ best interest. She handles a wide range of financial services, provides regular portfolio checks, and is a desirable mentor and trustworthy adviser. On a regular basis, Liana creates financial plans that work for her Clients and delivers first-rate service that results in happy clients.

Karan Shastri is a top rated Edward Jones – Financial Advisor helming eight years of excellence. Karan’s kind and skillful guidance has helped clients forge their financial paths. He fits adv more...

Karan Shastri is a top rated Edward Jones – Financial Advisor helming eight years of excellence. Karan’s kind and skillful guidance has helped clients forge their financial paths. He fits advisory services to clients’ individual needs, helping them dodge pitfalls, offering tailored advice, and consistently delivering honest communication. Bungee jumping isn’t Karan’s passion; it’s guiding clients toward their financial objectives that drives him.

A Canada Life Regional Office (Formerly Freedom 55 Financial) offers exceptional services as a trustworthy financial advisor in Canada. The office is the epitome of professionalism and eposit more...

A Canada Life Regional Office (Formerly Freedom 55 Financial) offers exceptional services as a trustworthy financial advisor in Canada. The office is the epitome of professionalism and eposition. It is consistently praised for its friendly, informed, and committed team, led by Mike Woods. Clients applaud the team's dedication to helping families protect their finances and secure their future. The office is positioned as a competitive contender in the top ten rankings because clients appreciate the office’s focus on long-term relationships and reliability.

Edward Jones – Financial Advisor: Leanne Beattie is among the top and ten best businesses in Canada. Clients emphasize Leanne's extensive knowledge, excellent service, and commitment to their more...

Edward Jones – Financial Advisor: Leanne Beattie is among the top and ten best businesses in Canada. Clients emphasize Leanne's extensive knowledge, excellent service, and commitment to their goals. She is praised for her personalized and expert guidance, which prioritizes their interests and values. The clients believe that Leanne and her employees create a collaborative and friendly place that places their needs and goals at the top of the agenda. This client affirmation emphasizes how important it is to have good advice and a clear conversation with the financial advisor. Leanne Beattie and client-focused group give the best retirement planning and long-term financial goals support.

MAK Financial Services ranks in the top ten due to its exceptional client focus, tailored financial strategies, and extensive experience as a trusted advisor since 1999. Clients commend the f more...

MAK Financial Services ranks in the top ten due to its exceptional client focus, tailored financial strategies, and extensive experience as a trusted advisor since 1999. Clients commend the firm's professionalism and its concern for detail. Mr. Nadeem exemplifies these qualities by providing personalized financial advice.

FP Canada earned its spot in the top ten list by advocating for professional financial planning and promoting financial health among Canadians. The organization is committed to helping aspiri more...

FP Canada earned its spot in the top ten list by advocating for professional financial planning and promoting financial health among Canadians. The organization is committed to helping aspiring financial planners with guidance, certification, and resources. Additionally, FP Canada's commitment to personalized financial advice sets the organization apart during times of rapid technological change.

CIBC Financial Advisor: Sonia Parshad, a top contender, stands out for her high-quality customer care, individualized financial advice, and a commitment to lifelong financial success. Clients more...

CIBC Financial Advisor: Sonia Parshad, a top contender, stands out for her high-quality customer care, individualized financial advice, and a commitment to lifelong financial success. Clients praise Sonia's assistive and accommodating approach, with one stating that her character is professional and kind. She is deeply involved with her clients' diversified needs and provides personalized plans that evolve with them. Sonia helps clients with financial situations where wealth accumulation or retirement planning is critical. The above reviews reveal this expert's quality of service but also issues with this branch.

VFG Financial Group ranks in the top 10 due to its comprehensive financial planning, including tax and retirement solutions. The company is distinguished by its professional expertise, person more...

VFG Financial Group ranks in the top 10 due to its comprehensive financial planning, including tax and retirement solutions. The company is distinguished by its professional expertise, personalized service, and supportive training methods. VFG Financial Group is a trustworthy partner for independent advisors, and its commitment to cutting-edge technology and client loyalty makes it a top provider in its competitive market.

Langlois Financial Services Inc. can be found in Brampton (Ontario). Our financial advisors can provide personalized guidance in every aspect of financial planning. Five key areas are covere more...

Langlois Financial Services Inc. can be found in Brampton (Ontario). Our financial advisors can provide personalized guidance in every aspect of financial planning. Five key areas are covered by our highly-qualified advisors: Investment and Retirement Planning; Tax and Estate Planning; Succession Planning; Insurance Solutions and Employee Benefits. Our clients can achieve their financial goals and dreams with our sophisticated planning tools. Langlois Financial Services Inc. regards quality of service as its number one asset. So that clients have the most up-to date information, and advisement possible in the financial industry, we are constantly aware of new trends. Our goal is to create complete financial plans for our clients, based on each client's individual needs.

Webster Financial was formerly Webster Benefit Consultants. It has provided guidance for life insurance products ever since 1984. The practice's individual partners are focused on indivi more...

Webster Financial was formerly Webster Benefit Consultants. It has provided guidance for life insurance products ever since 1984. The practice's individual partners are focused on individual financial planning and group benefits, as well as individual and family financial planning. Manulife Securities, which is indirectly, a wholly owned subsidiary of Manulife Financial Corporation. MFC also owns The Manufacturers Life Insurance Company, (MLI). A financial service organization that offers a variety of services, including protection, estate planning and investment. MLI is the owner of Manulife Securities Incorporated and Manulife Securities Investment Services Inc. Manulife Securities Insurance Inc. MLI also has Manulife Bank of Canada is a federally-chartered Schedule 1 bank that owns Manulife Trust Company which is a federally-chartered trust company. Through Mutual Funds Manulife Securities Investment Services Inc. insurance products and services can be found through Webster Financial. Services and products in banking are available through Referral arrangements will be made through the Manulife Bank of Canada. Additional disclosure information will also be available upon request. Manulife Bank Garnet, Joseph and Andrew Webster offer Advantage Accounts through a referral agreement with their Insurance company Webster Financial. Separate from Manulife Securities Investment Services Inc. products. For each product, please confirm with your advisor which company you're dealing with. Your products and services.

Impact Financial Planning Inc. provides clients across Canada with the opportunity to meet with a certified financial planner (CFP(r),) who has more than ten years of experience in this indu more...

Impact Financial Planning Inc. provides clients across Canada with the opportunity to meet with a certified financial planner (CFP(r),) who has more than ten years of experience in this industry. We will work together to create a comprehensive, customized plan that helps you achieve your financial goals. We charge a flat fee for the advice and planning we offer. We don't charge an asset management percentage for your investments. Also, we do not recommend investments with high fees that will benefit our investment company more than the client.

Exponent Investment Management Inc., Ottawa's biggest fee-based financial advisory firm. The simple way our certified financial advisors approach financial planning is to design financia more...

Exponent Investment Management Inc., Ottawa's biggest fee-based financial advisory firm. The simple way our certified financial advisors approach financial planning is to design financial services that meet the needs of each client. Our certified financial advisors help professionals and business owners transition from working full-time to investing in retirement. We offer a turnkey, personalized service that will help you plan, manage, and execute your financial future. Financial advisors in Ottawa can assist you with wealth management, financial planning, portfolio management, portfolio reviews, retirement planning/plans, and individual pension plans.

Sun Life Financial Brampton is among the top 10 for its financial services expertise and dedicated advisers. Clients noted the advisers' commitment to meet clients’ individual needs and provi more...

Sun Life Financial Brampton is among the top 10 for its financial services expertise and dedicated advisers. Clients noted the advisers' commitment to meet clients’ individual needs and provide informed insights when developing plans. The advisers supported clients in making adjustments along their life journeys and interests. The company also pursues community-building initiatives, aiming to improve the lives of people in the areas where they operate. While clients expressed concerns about customer service and claim resolution, the company's sizable standing, knowledgeable personnel, and comprehensive solutions make it a reliable choice among financial services providers in Toronto.

IG Wealth Management strives to provide long-term value for our stakeholders every day. IGM Financial has a strong commitment to sustainability management. We believe this is essential to l more...

IG Wealth Management strives to provide long-term value for our stakeholders every day. IGM Financial has a strong commitment to sustainability management. We believe this is essential to long-term success and creating value. Our business is based on good governance and ethical operations. We also respect our employees, community, and environment. We aim to be responsible in all that we do. Our success is also based on our focus on customer satisfaction, development and support for our employees, as well constructive participation in our communities. It's important to have a comprehensive financial plan. This plan will be flexible and can change with your life. Your IG advisor will get to know you and your family through long-lasting relationships. This allows them to adapt your financial plan to meet the changing needs of your life. We provide the information you require to plan your financial future. Get access to investment solutions that combine the best of asset managers around the world with exclusive expertise.

For 35 years, I have been providing personal financial planning services to my customers. My Initial Public Offering (IPO) is designed to increase performance, protect your assets and organi more...

For 35 years, I have been providing personal financial planning services to my customers. My Initial Public Offering (IPO) is designed to increase performance, protect your assets and organize your estate. My quarterly emails include the most recent Covid-19 information. I also explain the symptoms and how to get tested. Berkeley Wellness also provides information about how to build their immune system. Here are some tips to help them reevaluate their lives. Financial advisor in London Ontario with over 30 years of experience. A member of the Independent Financial Brokers Association.

We live in an ever-changing world. You can adapt your needs to changing circumstances by having a plan and a pro-active advisor. The IG Living PlanTM, our financial planning service (tm), c more...

We live in an ever-changing world. You can adapt your needs to changing circumstances by having a plan and a pro-active advisor. The IG Living PlanTM, our financial planning service (tm), can help you create a plan that is flexible and adaptable to your changing life. What is our mission? Our mission is to help you make better financial decisions and improve your financial health so that you can take advantage of every opportunity in your life. Regular updates and reviews are made to the IG Living Plan. This is a complete financial plan that covers your entire life. We want to help you achieve your financial goals, and keep you on track. We consider our clients friends for life. Your family is our friend. We are here to assist you. No matter your long-term financial goals, we will create a customised IG Living Plan to address all of your needs. Do you feel you are not receiving the financial advice you need? You definitely deserve s'more. IG Wealth Management is more than an investment company. IG Wealth Management offers assistance with estate planning, taxes, and mortgages.

Edward Jones, an investment company believes that you deserve to have a conversation about your financial goals. Our team can assist you in planning for retirement and saving for your educat more...

Edward Jones, an investment company believes that you deserve to have a conversation about your financial goals. Our team can assist you in planning for retirement and saving for your education. We also have the ability to help with tax planning. Investment and compound interest have been a passion of mine since childhood. As a teenager, I saved money using a paper route. My earnings were invested in Canada Savings Bonds. My money was growing and I fell in love with it! My clients should leave my office with a greater understanding or knowledge than they had when they arrived. My clients are more financial literate because I remove the technical jargon. My passion is sharing my expertise and simplifying things for my clients so they can enjoy compound interest and customized strategies to help them achieve their goals and dreams. To understand your most significant values, we use a five-step approach. We then create a plan that will help you stay on the right track. This is done through frequent meetings and open communication. Planning is not an event, it's a process. Anne Samuel (Board Office Administrator) and I make up my team. We work together with families, professionals, and business owners. Our passion is helping multi-generational families, as well as young investors get started with their investment career. Partnering with you will help you create financial strategies that are suitable for retirement and education savings. We'll also make sure you consider charitable and family organizations in your estate planning. To make sure that you feel comfortable, we will review your risk tolerance.

Provident Wealth Financial assists individuals and families with retirement planning, investments and life insurance. Paul Carvalho is an independent financial advisor from Hamilton Ontario. more...

Provident Wealth Financial assists individuals and families with retirement planning, investments and life insurance. Paul Carvalho is an independent financial advisor from Hamilton Ontario. We are his company. Your income is higher than ever before. A house and a large RRSP are all yours. You also have some cash in a TFSA. You wonder why your financial situation isn't better. Despite all the accomplishments, you worry about money. It's not uncommon for Canadians to be concerned about their financial situation. Recent studies have shown that many Canadians worry about their finances. It is essential to trust. This is why I approach things differently. Clients are treated as fiduciaries and I am conflict-free. Professionally, I am required to put your best interests first. The standard for bank and other advisors is much lower. This means that they are able to sell anything as long as it is "suitable." Make a plan to move forward. Start creating the life that you desire. My goal is to help you create a plan which will get you on your way to reaching your dreams. You can stay on the right track. A lot of my work is meant to overcome your emotional urge to do the wrong things at the wrong times. Trusted expert advice: It's easier to work with someone you trust. You will receive honest, objective advice.

TD Wealth Financial Planning is committed to helping our clients build confidence in their financial future. Your planner will assess your financial goals and create a plan that balances you more...

TD Wealth Financial Planning is committed to helping our clients build confidence in their financial future. Your planner will assess your financial goals and create a plan that balances your future and everyday needs. Steve and LeeAnn are aware that there is no one way to retire. The right TD Wealth advisor can answer all their questions. Even the unanswered ones. This helped them discover new opportunities. Learn how personal retirement planning made it possible for this couple to retire sooner and recover some of their lost time. Better than five-minute meetings or plans that aren't tailored to your needs. TD Wealth believes that you are the most important part of your financial plan. Before we look at your financial numbers, we take time to understand you and what your priorities are.

Financial advice should evolve with you as you go through life's stages. You and your family will have me as your single contact to talk about your banking and planning needs. My hobbies more...

Financial advice should evolve with you as you go through life's stages. You and your family will have me as your single contact to talk about your banking and planning needs. My hobbies include running, golfing, playing tennis, basketball, and hockey. I also enjoy reading Canadian fiction. I will help you make informed financial decisions today and in the future, whether you are looking to build wealth and manage debts or plan for retirement. You can meet with me at your convenience, either in person or by telephone. Let's talk about your goals and I'll identify potential opportunities. Then, we'll create a customized plan to help you achieve financial success. You can use the plan to cover everything, including how you pay your children's education and tax-saving strategies. Do your priorities change? Do you want to move into a different stage in your life? Do you want to just check in? You can have your plan reviewed anytime you want to ensure it is working for you. We will also be able to modify it as necessary to maximize your financial future. Ich freue mich, meeting you and helping to realize your dreams.

Sun Life Couturier Financial Solutions Inc is a group dedicated to financial success for our clients. We believe that a team approach is the best way to deliver high-quality information on f more...

Sun Life Couturier Financial Solutions Inc is a group dedicated to financial success for our clients. We believe that a team approach is the best way to deliver high-quality information on financial products and services in today's market. To learn more about each member of the team and to see what they can do, click on their name. Since 1995, I've been a Sun Life Financial Advisor. Over the past 20 years, I've gained extensive knowledge in helping families, business owners, and retirees. It is an honor to be part of the Million Dollar Round Table. My goal is to help clients achieve their long-term and short-term goals. To fully get to know your situation, I'll work with you.

Since 2005 I've been in the financial service industry. My focus is on building strong relationships with clients and helping them achieve their financial goals. University of Wisconsin, more...

Since 2005 I've been in the financial service industry. My focus is on building strong relationships with clients and helping them achieve their financial goals. University of Wisconsin, I have a Masters in Finance. Looking forward to working alongside you. Steve and LeeAnn are aware that there is no one way to retire. The right TD Wealth advisor can answer all their questions. Even the unanswered ones. This helped them discover new opportunities. Learn how personal retirement planning made it possible for this couple to retire sooner and recover their lost time.

Edward Jones, an investment company believes that you deserve to have a conversation about your financial goals. Our team can assist you in planning for retirement and saving for your educat more...

Edward Jones, an investment company believes that you deserve to have a conversation about your financial goals. Our team can assist you in planning for retirement and saving for your education. We also have the ability to help with tax-smart investing. Which is most important? Your wealth or your legacy? Your financial legacy? How can you protect your income? I care about what is most important for you. My goal as your financial advisor is to provide strategies that will help you reach your long-term goals. We can help you reach your financial goals, whether you are planning for retirement or saving for higher education. My clients can have a personalized financial plan that provides security and stability. Trusting relationships are what I strive to build and keep. You can ask questions, review your goals and communicate with me on a regular basis to make sure you're on the right track. Edward Jones has been my employer for nearly 9 years. I was able to get a degree in Business and work in both the credit and banking industries before Edward Jones. I'm an active member in WIN (a women's networking organization); the Doon South Community Group Brigadoon Nextdoor; and The Ashby's, Sydney Nova Scotia. Raymond, my husband and I will be celebrating 32 years together this June. Six children have been born to us, including three boys and three daughters. Two years ago, we added two Yorkies Bella and Oscar to our family.

We at IG Wealth Management are dedicated to helping our clients achieve their short- and long-term financial goals by providing comprehensive planning. Building long-term relationships are more...

We at IG Wealth Management are dedicated to helping our clients achieve their short- and long-term financial goals by providing comprehensive planning. Building long-term relationships are key to helping you and your loved ones achieve your dreams, regardless of where they are in your life. My role is to lead an experienced team of financial professionals that are focused on great client service and results. I provide financial planning knowledge and tools to our IG consultants to assist you in the best possible way. This includes professional assistance, mentoring, coaching, and encouragement. Whether your interest is in the opportunity to start your own business with IG Wealth Management or looking to be referred to a consultant, or if it's about our IG Living Plan, please get in touch.

Steve and LeeAnn are aware that there is no one way to retire. The right TD Wealth advisor can answer all their questions. Even the unanswered ones. This helped them discover new opportuniti more...

Steve and LeeAnn are aware that there is no one way to retire. The right TD Wealth advisor can answer all their questions. Even the unanswered ones. This helped them discover new opportunities. Learn how personal retirement planning made it possible for this couple to retire sooner and recover their lost time. Patty and Tim were confronted with a life-changing event. Their TD Wealth advisor guided them through the personal elements of legacy planning. Tim explains how their TD Wealth advisor helped them to create a legacy that would inspire generations.

FSG Wealth Management, a multi-disciplinary financial company, is dedicated to providing a holistic approach to financial security. Every client is different, so we emphasize a personalized more...

FSG Wealth Management, a multi-disciplinary financial company, is dedicated to providing a holistic approach to financial security. Every client is different, so we emphasize a personalized approach to planning your financial affairs. We will discuss with you your financial goals and objectives in a detailed fact-finding interview. In consultation with you, we develop a customized strategy to assist you in achieving your financial goals. Chris Cahill started FSG Wealth Management as an independent private wealth coach practice in 1995. FSG Wealth Management serves clients who are able to make informed financial decisions. Their trusted advisor is the best person to help them make financial investments. These people are open-minded, have big plans for the future, and are open to new ideas. They are open-minded, sharing individuals who enjoy helping others.

Edward Jones, an investment company believes that you deserve to have a conversation about your financial goals. Our team can assist you in planning for retirement and saving for your educat more...

Edward Jones, an investment company believes that you deserve to have a conversation about your financial goals. Our team can assist you in planning for retirement and saving for your education. We also have the ability to help with tax planning. What makes me enjoy being a financial advisor in my local community? It is a pleasure to see people succeed and be happy. Clients who are able to better understand money and feel more confident financially is what I enjoy. When clients are happy with what they have worked so hard for, it makes me smile. A financial advisor should be able to understand the client, talk openly about risk and cost, have strategies that work and can be easy to reach. Edward Jones is a Financial Advisor. I am a partner in the firm and must understand my clients' needs. To help families achieve their goals I follow a proven process and work with others in the family's lives. Together, my clients and I work together to ensure that they stay on the right track no matter what happens in life. Hamilton's Locke Street is where my office is. This street also houses many of my clients. The neighborhood is also home to my wife and two children. Our family has become part of the community through hiking, dining out and attending school events. This helps me to understand the lives of my clients so I can best help them.

Financial advice should evolve with you as you go through life's stages. You and your family will have me as your single contact to discuss all aspects of your banking and planning needs more...

Financial advice should evolve with you as you go through life's stages. You and your family will have me as your single contact to discuss all aspects of your banking and planning needs. My spare time is spent playing golf with friends, and traveling with my wife to new countries every year. I'm a Canadian Financial Services Industry veteran since 2007. I will help you make informed financial decisions today and in the future, whether you are looking to build wealth and manage debts or plan for retirement. You can meet with me at your convenience, either in person or by telephone. Let's talk about your goals and I'll identify potential opportunities. Then, we'll create a customized plan to help you achieve financial success. You can use the plan to cover everything, including how you pay your children's education and tax-saving strategies. Do your priorities change? Do you want to move into a different stage in your life? Do you want to just check in? You can have your plan reviewed anytime you want to ensure it is working for you. We will also be able to modify it as necessary to maximize your financial future. Ich freue mich, meeting you and helping to realize your dreams.

Financial advice should evolve with you as you go through life's stages. You and your family will have me as your single contact to talk about your banking and planning needs. My hobbies more...

Financial advice should evolve with you as you go through life's stages. You and your family will have me as your single contact to talk about your banking and planning needs. My hobbies include listening to music and watching films with my family. I also enjoy playing and travelling. I will help you make informed financial decisions today and in the future, whether you are looking to build wealth and manage debts or plan for retirement. You can meet with me at your convenience, either in person or by telephone. Let's talk about your goals and I'll identify potential opportunities. Then, we'll create a customized plan to help you achieve financial success. You can use the plan to cover everything, including how you pay your children's education and tax-saving strategies. Do your priorities change? Do you want to move into a different stage in your life? Do you want to just check in? You can have your plan reviewed anytime you want to ensure it is working for you. We will also be able to modify it as necessary to maximize your financial future. Ich freue mich, meeting you and helping to realize your dreams.

We make every effort to offer financial guidance to our clients. This is done to give them peace of mind and financial education. The key point of focus is to help people through providing n more...

We make every effort to offer financial guidance to our clients. This is done to give them peace of mind and financial education. The key point of focus is to help people through providing no-expense/no-obligation financial education, in order to enable them make wise financial decisions for their loved ones. We currently hold face-to-face meetings for financial professionals in Toronto and Vancouver. This service will soon be expanded to other Canadian cities. Our clients can plan for retirement and insurance. We offer a full range of products.