10 Best Wealth Management Companies in Markham

Prasoon Srivastava's years of financial planning experience, custom client-focused solutions, and commitment to open communication and trust make him one of the top 10 financial advisors in the country. Furthermore, he is known for his ethical standards, understanding, and capacity to support customers in times of hardship, such as the 2008 crisis and the 2020 pandemic. Positive more...

Prasoon Srivastava's years of financial planning experience, custom client-focused solutions, and commitment to open communication and trust make him one of the top 10 financial advisors in the country. Furthermore, he is known for his ethical standards, understanding, and capacity to support customers in times of hardship, such as the 2008 crisis and the 2020 pandemic. Positive customer feedback regarding Srivastava's knowledge, professionalism, and the quality of his services demonstrates his holistic approach. That successful harmoniated relationship is pivotal for investment decisions. Along with Srivastava's rapid responses to customer inquiries and his diversified solutions, they make him an essential guide for individuals and families looking for financial stability and security. That's why Srvastava is one of the top 10 financial advisors.

Andreoli Financial Services Inc. ranks top ten due to evaluated professional services, long-term client satisfaction, and powerful fiduciary relationships. Given their non-profit nature, clients are treated as premium members, with in-depth explanations of every investment step. Hence, Andreoli's clients have had the same advisor, Frank or Thomas, for decades and cite their comm more...

Andreoli Financial Services Inc. ranks top ten due to evaluated professional services, long-term client satisfaction, and powerful fiduciary relationships. Given their non-profit nature, clients are treated as premium members, with in-depth explanations of every investment step. Hence, Andreoli's clients have had the same advisor, Frank or Thomas, for decades and cite their communication, professionalism, and attentiveness. As one recent client observes, “They've always acted in my best interest”. The reviews underscore Andreoli's devotion to clients' financial independence and trust and endorse their pledge to serve clients without reserve. Their commitment is formalized through education, ethical conduct, and professional licensure. Thus, they do not use aggressive sales or hidden fees.

Objective Financial Partners Inc. is one of Canada’s top ten by demonstrating exceptional client service, honest advice, and a strong commitment to objective planning. The organization endorses a fee-only strategy and refrains from selling financial products. This results in unbiased financial, tax, and estate planning guidance. The company’s financial security team offers clien more...

Objective Financial Partners Inc. is one of Canada’s top ten by demonstrating exceptional client service, honest advice, and a strong commitment to objective planning. The organization endorses a fee-only strategy and refrains from selling financial products. This results in unbiased financial, tax, and estate planning guidance. The company’s financial security team offers clients flat-fee and hourly-rate options, accommodating both local and global clients. Armen Martirosyan’s reviews consistently mention his professionalism, knowledge, and communication abilities. Within 5 years, his services have provided clients with a trustworthy partner in planning.

Legacy Financial is among the top ten firms because of its visionary and holistic financial planning practices and Trevor's exceptional expertise and client-centric approach. With over 20 years of experience, Trevor is a certified financial planner who specializes in legacy planning, risk management, and charitable gift planning. Client reviews highlight Trevor’s extensive knowl more...

Legacy Financial is among the top ten firms because of its visionary and holistic financial planning practices and Trevor's exceptional expertise and client-centric approach. With over 20 years of experience, Trevor is a certified financial planner who specializes in legacy planning, risk management, and charitable gift planning. Client reviews highlight Trevor’s extensive knowledge, patience ,and empathetic support and long relationships he builds with his clients. They commend his thorough and patient advice, which gives you the knowledge and control you need over your finances. Also, Trevor integrates biblical principles into financial advice, which sets Legacy Financial apart. Legacy Financial’s dedication to providing expert, compassionate, and individualized advice makes it one of the very best financial planning firms in the region.

JML Wealth Management Inc. is listed in the top ten. The firm has more than 35 years of experience, and Jimmy Lam is a Title Holder Chartered Life Underwriter, Chartered Financial Consultant, and Certified Insurance Specialist. He is committed to providing honest, trustworthy, and meticulous financial advice, as evidenced by customer reviews praising his long-term attention and more...

JML Wealth Management Inc. is listed in the top ten. The firm has more than 35 years of experience, and Jimmy Lam is a Title Holder Chartered Life Underwriter, Chartered Financial Consultant, and Certified Insurance Specialist. He is committed to providing honest, trustworthy, and meticulous financial advice, as evidenced by customer reviews praising his long-term attention and care. The company serves clients of different nationalities, and its employees speak Cantonese, Mandarin, and Vietnamese. JML Wealth Management Inc. provides individualized wealth management service and professional advice that helps enable clients to build a better financial future in Canada.

CreateWealth Planning - Iftikhar Mahmood CFP® is in the top ten list for customer satisfaction and personalized wealth management. Iftikhar’s deep experience, empathic guidance, and holistic approach to financial planning are highly regarded. Many long-term clients appreciate Iftikhar's method of breaking down complicated financial strategies into digestible insights while focus more...

CreateWealth Planning - Iftikhar Mahmood CFP® is in the top ten list for customer satisfaction and personalized wealth management. Iftikhar’s deep experience, empathic guidance, and holistic approach to financial planning are highly regarded. Many long-term clients appreciate Iftikhar's method of breaking down complicated financial strategies into digestible insights while focusing on their financial and emotional well-being. His commitment to examining every aspect of his client’s financial lives, linking up with their family dynamics, and being there even in the toughest times, like illness or loss, is priceless. It shows that Iftikhar is the best financial planner. The clients are pleased with Iftikhar's professionalism and personalized advice, which gives clients confidence and clarity about their financial future.

Elite Private Wealth is among the top 10 Canadian wealth management firms. Elite Private is known for its customized search, high-level expertise, and holistic service. Many clients recommend Rishi Ghanim, who focuses on personalized finance, tax, and insurance. Rishi is transparent, knowledgeable, professional, and makes every client feel secure, as he can address any issue the more...

Elite Private Wealth is among the top 10 Canadian wealth management firms. Elite Private is known for its customized search, high-level expertise, and holistic service. Many clients recommend Rishi Ghanim, who focuses on personalized finance, tax, and insurance. Rishi is transparent, knowledgeable, professional, and makes every client feel secure, as he can address any issue they have with confidence and speed. This firm has strike a balance between affordability and high quality because they don't have to pay commissions or fees to third parties when they advice you. If you want to know the current state of your finances, Rishi or another advisor will be able to tell you with their full attention. Client testimonials talk about how effective and streamlined the service is. If you care about a well-integrated financial plan you will know Rishi and Elite Private's reputations.

Worldsource Financial Management is a premier independent advisor network in Canada. It serves over 700 advisors and 150,000 clients. It ranks in the top ten because of its commitment to independence, innovation, and substantial resources. The mission is to provide advanced business support, technology, and operational efficiencies, empowering advisors to enhance their brands an more...

Worldsource Financial Management is a premier independent advisor network in Canada. It serves over 700 advisors and 150,000 clients. It ranks in the top ten because of its commitment to independence, innovation, and substantial resources. The mission is to provide advanced business support, technology, and operational efficiencies, empowering advisors to enhance their brands and client relationships. Positive reviews acknowledge the practical help, knowledge, and service standard. However, investment fees can be an issue. For advisors wanting a strategic partner, this firm is the best choice for growth and operational improvement.

You are part of a success story when you select a CI Assante Wealth Management Advisor. Assante was founded in 1995 and has grown to be one of Canada's largest wealth management companies. It supports over 900 advisors with approximately $46 billion of assets. Assante was acquired by CI Financial Corp. in 2003. This diversified wealth management company and third largest C more...

You are part of a success story when you select a CI Assante Wealth Management Advisor. Assante was founded in 1995 and has grown to be one of Canada's largest wealth management companies. It supports over 900 advisors with approximately $46 billion of assets. Assante was acquired by CI Financial Corp. in 2003. This diversified wealth management company and third largest Canadian investment fund firm, CI Financial Corp. purchased Assante. Assante now has additional resources and financial strength. CI was made public in 1994 and has consistently been among the top-performing securities of the S&P/TSX Composite Index. Assante advisors will take care of your financial concerns. This gives you the peace of mind that is important. Advisors from Assante have an average of almost double the amount of assets than advisors working for other independent companies. This is a strong indicator of their expertise and their client trust. Our sister companies, CI Global Asset Management and CI Assante Private Client provide exceptional wealth planning and investment support to our clients and advisors. We are driven by our core values: integrity, passion, and professionalism. Your Assante advisor will work with you to create a customized strategy for your specific needs that simplifies and improves your financial well-being.

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. Polly was driven to create a wonderful life for her family when she moved to Canada. Although years of perseverance and hard work led to success, Polly had to restart her life when she was faced wi more...

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. Polly was driven to create a wonderful life for her family when she moved to Canada. Although years of perseverance and hard work led to success, Polly had to restart her life when she was faced with uncertainty. Learn how Polly managed to manage her financial future with the support of her TD Wealth advisor, and a customized financial plan. Justina and Nick are small-business owners and make an excellent team. They support each other in all phases of life. They worry that potential business challenges could have a negative impact on their children's lives. Justina and Nick teamed up to create a customized financial plan with their TD Wealth advisor. They realized that they could achieve their family's financial goals and still maintain the business. Learn how financial guidance helped them see a better way of living. 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-altering situation. Their TD Wealth advisor guided them through the personal elements of legacy planning. Tim explains how the TD Wealth advisor helped them to create a legacy that would inspire generations.