Best Wealth Management Companies in Ontario

John Lysack Wealth Management focuses on building trust through personalized financial security planning tailored to each client’s definition of financial independence. The team offers services including retirement planning, estate planning, and income replacement strategies. Clients appreciate their clear communication, professionalism, and goal-oriented approach, though some note the process… more...

John Lysack Wealth Management focuses on building trust through personalized financial security planning tailored to each client’s definition of financial independence. The team offers services including retirement planning, estate planning, and income replacement strategies. Clients appreciate their clear communication, professionalism, and goal-oriented approach, though some note the process can require detailed discussions.

Protect Your Wealth specializes in life insurance brokerage and retirement planning, serving clients across Alberta, British Columbia, and Ontario since 2001. The team offers personalized consultations to help find suitable life insurance policies while focusing on minimizing taxes and managing financial risks. Customers appreciate their knowledgeable, patient approach and clear communication… more...

Protect Your Wealth specializes in life insurance brokerage and retirement planning, serving clients across Alberta, British Columbia, and Ontario since 2001. The team offers personalized consultations to help find suitable life insurance policies while focusing on minimizing taxes and managing financial risks. Customers appreciate their knowledgeable, patient approach and clear communication throughout the process.

Specializing in managing ex-employer pension plans and locked retirement accounts, CFS Wealth Management Inc. helps clients understand their options when leaving a pension scheme. The team focuses on creating personalized plans based on individual goals and stays involved throughout the process. Clients appreciate their knowledgeable, prompt, and approachable service.

Known for its expertise in retirement and tax planning, Godfroy Financial Limited supports families, professionals, and business owners in managing investments that can withstand market ups and downs. The team offers personalized guidance on taxes, life insurance, and wealth preservation, with clients appreciating their friendly approach and clear explanations. Some note that scheduling can… more...

Known for its expertise in retirement and tax planning, Godfroy Financial Limited supports families, professionals, and business owners in managing investments that can withstand market ups and downs. The team offers personalized guidance on taxes, life insurance, and wealth preservation, with clients appreciating their friendly approach and clear explanations. Some note that scheduling can require flexibility, but the service remains reliable and attentive.

McAuley Financial Services offers certified financial planners who provide one-on-one guidance to help clients create and maintain personalized financial plans. Their team assists with risk management, investment strategies, and long-term planning, often praised for clear communication and thoughtful support. Some clients note occasional delays in responses, but overall appreciate the attentive… more...

McAuley Financial Services offers certified financial planners who provide one-on-one guidance to help clients create and maintain personalized financial plans. Their team assists with risk management, investment strategies, and long-term planning, often praised for clear communication and thoughtful support. Some clients note occasional delays in responses, but overall appreciate the attentive service.

Specializing in retirement planning, Potvin Financial Services offers personalized advice on RRSPs, TFSAs, and investment funds to help families and individuals prepare for the future. Clients appreciate the team’s approachable guidance and responsiveness, though some note occasional delays in returning calls.

With 18 years of international banking and consulting experience, Ahmed Jadallah Mortgage Center specializes in securing tailored residential and commercial mortgage financing. The team compares options from major Canadian lenders and broker-only sources, guiding clients through each step with clear communication and patience. Some clients note occasional last-minute lender changes, but many… more...

With 18 years of international banking and consulting experience, Ahmed Jadallah Mortgage Center specializes in securing tailored residential and commercial mortgage financing. The team compares options from major Canadian lenders and broker-only sources, guiding clients through each step with clear communication and patience. Some clients note occasional last-minute lender changes, but many appreciate the personalized approach and responsiveness.

Specializing in wealth preservation for high-net-worth entrepreneurs and medical professionals, Wealth & Estate Financial Canada Inc. offers personalized financial, investment, and retirement planning. Clients appreciate the knowledgeable, caring team’s thorough advice and proactive approach, though some note the process can require patience to navigate all options.

Nest Wealth offers a low-cost, automated digital platform designed to simplify wealth management for Canadian investors. Their services include direct-to-investor investment management and tools that enable advisors and institutions to manage various investment types. While users find the platform easy to use and appreciate transparent fees, many note challenges with slow customer service and… more...

Nest Wealth offers a low-cost, automated digital platform designed to simplify wealth management for Canadian investors. Their services include direct-to-investor investment management and tools that enable advisors and institutions to manage various investment types. While users find the platform easy to use and appreciate transparent fees, many note challenges with slow customer service and difficulties when transferring funds.

MDL Financial Group offers both fee-only and wealth management planning, allowing clients to tailor services to their retirement and insurance needs. The family-owned firm has been helping clients build financial security since 1990, with a team known for clear communication and responsiveness. Some clients appreciate the bilingual support and personalized approach.

The McClelland Financial Group focuses on evidence-based investing guided by client needs rather than commissions. Their team offers comprehensive financial planning, including investment management, estate and tax advice, and regular portfolio reviews. Clients appreciate their approachable, responsive service and educational events, though some note the desire to have joined sooner.

Specializing in personalized financial planning for Canadians, Kevin Moniz Financial Advisor focuses on creating adaptable roadmaps for wealth accumulation, insurance, estate planning, and wealth transfer. Clients appreciate the team’s thorough explanations and genuine care, often noting how comfortable and well-informed they feel throughout the process.

Holding CLU and CHS designations, this financial planner focuses on personalized advice that aligns with clients’ values and long-term goals. Services include financial planning, debt management, and protection against serious illnesses. Clients appreciate the team’s clear explanations, accessibility, and honest, pressure-free guidance.

Primerica Financial focuses on educating families about money management and creating personalized financial plans to help them reach their goals. They offer a variety of investment options through partnerships with well-known firms and provide guidance on saving, debt reduction, and retirement preparation. Clients appreciate the team’s professionalism and supportive approach, though experiences… more...

Primerica Financial focuses on educating families about money management and creating personalized financial plans to help them reach their goals. They offer a variety of investment options through partnerships with well-known firms and provide guidance on saving, debt reduction, and retirement preparation. Clients appreciate the team’s professionalism and supportive approach, though experiences may vary depending on individual needs.

With over 35 years supporting financial consultants who meet strict education and ethical standards, Andreoli Financial Services Inc helps clients navigate investments with clear, patient guidance. Their team offers detailed explanations and steady support, making complex financial decisions easier to understand and manage. Customers appreciate the open communication and professional approach… more...

With over 35 years supporting financial consultants who meet strict education and ethical standards, Andreoli Financial Services Inc helps clients navigate investments with clear, patient guidance. Their team offers detailed explanations and steady support, making complex financial decisions easier to understand and manage. Customers appreciate the open communication and professional approach throughout the process.

One of Canada’s few fee-only, advice-only financial planning firms, Objective Financial Partners focuses on estate, tax, and retirement planning without selling financial products. Their certified planners serve clients across Canada and worldwide, offering flat fees and hourly rates. Customers appreciate the team’s thoroughness, clear communication, and patient guidance.

With over a decade of experience, Stiller Financial focuses on creating personalized financial plans that cover wealth management, tax, estate, and retirement planning. The team takes time to understand individual goals and provides attentive, knowledgeable guidance throughout the process. Some clients note the smaller office size, which contributes to a more personal experience.

With over 20 years of experience, Legacy Financial specializes in holistic financial planning focused on legacy, risk management, and charitable giving. The team provides clear, patient guidance on insurance and investment strategies, often incorporating biblically-informed advice. Clients appreciate their thoroughness and the confidence they gain in managing their financial futures.

Spectre Financial specializes in combining investment and insurance management to create cohesive financial plans that align with clients' goals. Their team offers personalized strategies often reserved for wealthier clients, aiming to make them accessible to middle-income families. Customers appreciate the patient guidance and ongoing support throughout the planning process.

With over 17 years of experience, Sharma Wealth Management focuses on serving successful individuals, families, and business owners with comprehensive financial planning. Their services include estate, tax, and retirement planning, as well as insurance and investment guidance. Clients appreciate the team’s knowledgeable, client-centered approach and clear communication throughout the process.

Certified Financial Planner David Corrado focuses on personalized financial planning and investment management, aiming to build trust through clear communication and attentive service. Clients appreciate the thorough, approachable guidance and responsiveness, noting his ability to explain complex topics and stay closely involved with their portfolios.

Accureta Wealth Management specializes in helping professionals, business owners, and their families with investment, retirement, and tax minimization planning. The team focuses on preserving and growing wealth across generations, offering attentive and knowledgeable service that clients find both prompt and transparent. Some clients note the value of patient guidance, especially for newcomers… more...

Accureta Wealth Management specializes in helping professionals, business owners, and their families with investment, retirement, and tax minimization planning. The team focuses on preserving and growing wealth across generations, offering attentive and knowledgeable service that clients find both prompt and transparent. Some clients note the value of patient guidance, especially for newcomers navigating financial decisions.

Williams Financial Group provides independent, conflict-free financial advice to individuals, families, and business owners focused on long-term financial wellness. Their services include portfolio building, risk management, and comprehensive wealth planning. Clients appreciate the team’s responsiveness, personalized attention, and straightforward guidance, though some note the process can… more...

Williams Financial Group provides independent, conflict-free financial advice to individuals, families, and business owners focused on long-term financial wellness. Their services include portfolio building, risk management, and comprehensive wealth planning. Clients appreciate the team’s responsiveness, personalized attention, and straightforward guidance, though some note the process can require patience.

With a focus on building long-term relationships, the Finucci Janitis Allen Group offers personalized wealth management solutions backed by over 100 years of RBC’s global expertise. The team provides attentive, honest guidance tailored to individual financial goals, though some clients have reported mixed experiences. Many appreciate their clear communication and professional approach.

Known for a team approach to holistic financial planning, Grieco & Sachs Financial Solutions For You Inc. supports individuals, families, and business owners with services including estate, retirement, and succession planning. Clients appreciate the team’s responsiveness and warm, knowledgeable guidance, though some note that busy periods can affect timing.

TopLine Financial Advisors focuses on helping families and businesses achieve financial security through clear, personalized planning. Their services include investment guidance, retirement planning, and insurance solutions, with clients appreciating their thorough explanations and accommodating approach. Some note that scheduling can require flexibility to match the team’s availability.

SPM Financial focuses on helping professionals, business owners, and their families across Canada with financial planning, investment management, group benefits, and estate planning. The team works to create personalized strategies that reflect each client’s unique goals, often providing clear explanations and ongoing support. While many appreciate their knowledgeable advisors, some clients have… more...

SPM Financial focuses on helping professionals, business owners, and their families across Canada with financial planning, investment management, group benefits, and estate planning. The team works to create personalized strategies that reflect each client’s unique goals, often providing clear explanations and ongoing support. While many appreciate their knowledgeable advisors, some clients have noted concerns about service responsiveness.

With over 35 years of experience and credentials like Chartered Life Underwriter and Certified Health Insurance Specialist, JML Wealth Management Inc. offers personalized financial advice on life, retirement, and mortgage insurance. The team serves a diverse, multilingual clientele and is known for honest, attentive guidance and clear communication.

Specializing in financial planning for medical and dental professionals, Mitch McLean Wealth Creation offers access to unique alternative and private investment products through Mandeville Private Client Inc. The team provides clear, patient guidance on investment, tax, and risk management strategies, with clients appreciating their responsiveness and transparent communication.

Specializing in retirement asset planning since 2006, Tuscan Wealth Financial Group Ltd helps individuals and businesses align their portfolios with personal goals while managing risk. The team offers impartial advice and strategies to protect against market volatility. Clients appreciate their professionalism and responsiveness, though a few note occasional differences in opinion.