Best Wealth Management Companies in London

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.

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.

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.

CIBC Wood Gundy specializes in personalized wealth management with a focus on financial and estate planning to help protect and grow assets across generations. The team offers tailored investment advice and works closely with clients to develop comprehensive plans that reflect individual goals. While the service is generally professional and attentive, some clients have noted occasional delays in… more...

CIBC Wood Gundy specializes in personalized wealth management with a focus on financial and estate planning to help protect and grow assets across generations. The team offers tailored investment advice and works closely with clients to develop comprehensive plans that reflect individual goals. While the service is generally professional and attentive, some clients have noted occasional delays in follow-up communication.

Gallant Wealth focuses on creating investment portfolios that balance downside protection with growth opportunities, tailored to each client’s goals and risk tolerance. The team offers services including cash flow analysis, debt management, tax reduction, and estate planning. Clients appreciate their trustworthy advice and responsive communication, though some note the office is just outside the… more...

Gallant Wealth focuses on creating investment portfolios that balance downside protection with growth opportunities, tailored to each client’s goals and risk tolerance. The team offers services including cash flow analysis, debt management, tax reduction, and estate planning. Clients appreciate their trustworthy advice and responsive communication, though some note the office is just outside the city center.

With over 50 years of combined experience, MacLean Investment Group offers personalized financial planning and wealth management services focused on helping clients achieve their goals. Their certified advisors provide clear explanations and responsive support, earning trust through consistent communication and a family-oriented approach. Some clients note the hands-on style may feel detailed but… more...

With over 50 years of combined experience, MacLean Investment Group offers personalized financial planning and wealth management services focused on helping clients achieve their goals. Their certified advisors provide clear explanations and responsive support, earning trust through consistent communication and a family-oriented approach. Some clients note the hands-on style may feel detailed but appreciate the thorough guidance.

Creighton and Associates has been offering personalized financial planning and investment services since 1985, focusing on clear, straightforward advice for business and family owners. The team simplifies complex details to create insurance, investment, and group benefit strategies tailored to individual goals. While many clients appreciate their approachable style, some have found the experience… more...

Creighton and Associates has been offering personalized financial planning and investment services since 1985, focusing on clear, straightforward advice for business and family owners. The team simplifies complex details to create insurance, investment, and group benefit strategies tailored to individual goals. While many clients appreciate their approachable style, some have found the experience less personable.

Robert T. Anderson, a Certified Financial Planner, has a background both in marketing and finance. Before he started his Financial Planning Practice at Freedom 55 Financial in 2014, he completed the Canadian Securities Course. Rob joined Aspire Financial Group Inc to serve and grow his clientele. Rob is looking forward to the next phase of his professional life as he launches RTA Financial Inc.… more...

Robert T. Anderson, a Certified Financial Planner, has a background both in marketing and finance. Before he started his Financial Planning Practice at Freedom 55 Financial in 2014, he completed the Canadian Securities Course. Rob joined Aspire Financial Group Inc to serve and grow his clientele. Rob is looking forward to the next phase of his professional life as he launches RTA Financial Inc., his new firm in 2022. Rob is looking forward to helping his clients at every stage of their lives. Rob is a passionate Londoner and enjoys being involved in his community. He is currently the treasurer of the Nathan T. Deslippe memorial fund and a volunteer for Big Brothers Big Sisters of London & Area's golf committee. Rob was also the former chair of the Young Professional Policy Roundtable and a member of the London Chamber of Commerce's Government Affairs committee. He is also a board member of Neighbourhood Watch London, ReForest London, and Neighbourhood Watch London. Rob can be found on the sailing or golf course in the summer. You'll find Rob traveling in the winter. His next goal is to travel to Europe. Rob loves to watch soccer, basketball, and baseball. His top picks include the Detroit Red Wings (and London Knights), Arsenal FC, Toronto FC, and AFC Ajax as well as the Toronto Raptors.

IG Wealth Management, your earnings potential is based on the hard work and drive that you put into the comprehensive financial plans that you provide to Canadians. Enjoy an income potential that is as unlimited as the success of your business. Not getting the financial advice you need? You definitely deserve s’more. A real financial plan from IG Wealth Management is more than investments. IG… more...

IG Wealth Management, your earnings potential is based on the hard work and drive that you put into the comprehensive financial plans that you provide to Canadians. Enjoy an income potential that is as unlimited as the success of your business. Not getting the financial advice you need? You definitely deserve s’more. A real financial plan from IG Wealth Management is more than investments. IG also helps with tax strategies, mortgages, retirement, estate planning, and insurance. Grow your career in an environment where you’re in control. As an entrepreneur, your skills and experience are valued, you have access to specialized support, and you have the time and commitment to dedicate to clients - enabling you to thrive. I invite you to talk to me. Meet our advisors and explore the opportunity to build your business by helping others. Together we can help you decide if this is the right opportunity for you.