Best Wealth Management Companies in Vaughan

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.

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.

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.

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.

Holding multiple professional licenses across Ontario and British Columbia, Jess Saunders Mortgage & Financial Services offers comprehensive financial planning, including insurance, debt management, and mortgage lending for both residential and commercial clients. Customers appreciate the team’s responsiveness and thorough follow-up, especially during time-sensitive mortgage processes.

Specializing in working with executives, business owners, and professionals, Financial Advisor Scott A Olynick offers personalized planning that balances immediate needs with long-term goals. The team provides attentive, organized service and clear communication, helping clients feel confident and informed throughout their financial journey. Some clients note that scheduling can require advance… more...

Specializing in working with executives, business owners, and professionals, Financial Advisor Scott A Olynick offers personalized planning that balances immediate needs with long-term goals. The team provides attentive, organized service and clear communication, helping clients feel confident and informed throughout their financial journey. Some clients note that scheduling can require advance planning.

With over 20 years of experience and a Chartered Life Underwriter designation, Brash Financial Inc. focuses on wealth creation, preservation, and transfer for individuals and business owners. Their services include life insurance, group benefits, retirement savings, and critical illness coverage. Clients appreciate the knowledgeable team and personalized approach, though some note the hands-on… more...

With over 20 years of experience and a Chartered Life Underwriter designation, Brash Financial Inc. focuses on wealth creation, preservation, and transfer for individuals and business owners. Their services include life insurance, group benefits, retirement savings, and critical illness coverage. Clients appreciate the knowledgeable team and personalized approach, though some note the hands-on style may feel intensive.

RBC Dominion Securities provides comprehensive investment management solutions and services. To help you grow, maximize, and protect your wealth, your Investment Advisor will create unique strategies for you. We also engage RBC Wealth Management financial experts to help you grow and protect your wealth. Planning your financial future is not just about investing. Financial planning, and life in… more...

RBC Dominion Securities provides comprehensive investment management solutions and services. To help you grow, maximize, and protect your wealth, your Investment Advisor will create unique strategies for you. We also engage RBC Wealth Management financial experts to help you grow and protect your wealth. Planning your financial future is not just about investing. Financial planning, and life in general, is complicated. RBC Dominion Securities Vaughan Branch offers wealth management services for individuals, families, and businesses. We offer sound financial planning and trusted investment advice, as well as unparalleled wealth management solutions. The Portfolio Managers and Investment Advisors at RBC Dominion Securities Vaughan Branch will create an investment portfolio that meets your investment objectives. Our services go beyond money management and investment advice. Our services include helping you to protect your business and lifestyle, creating your legacy, and helping you reach your financial goals. We offer our clients a complete wealth management service thanks to our extensive network of professionals, including Estate Planning Specialists and Will and Estate Consultants.

David Cutrara's philosophy of honesty and fairness has been recognized by both his investment clients and his peers in the financial industry. David uniquely combines his experience, knowledge, and access to best-in-class investment and insurance products to achieve clients' lifestyle and wealth-building goals. The cornerstone of this approach includes learning extensive details about clients'… more...

David Cutrara's philosophy of honesty and fairness has been recognized by both his investment clients and his peers in the financial industry. David uniquely combines his experience, knowledge, and access to best-in-class investment and insurance products to achieve clients' lifestyle and wealth-building goals. The cornerstone of this approach includes learning extensive details about clients' current financial positions, future plans, and challenges. An integrative strategy to build wealth while protecting what has already been accumulated is then presented to clients. Semi-annual reviews are a key component to our clients' success as they provide a checkpoint to assess actual results and make proactive adjustments when required. wealth-building and financial planning require an unbiased, strategic approach that is based on solid principles and thoughtful oversight. It also requires prudent investment management. Cutrara Wealth offers this service through an expert Certified Financial Planner who is focused solely on clients and dedicated to serving their interests. Cutrara Wealth is able to offer what banks can't: delivering on the service promise. We keep our client base small enough that we are able to manage it effectively. We measure success by how many clients we keep, not how many clients we acquire. Our clients are the ones that grow our business. Enjoy the long-term benefits of wealth preservation and financial security by joining our clients in the Greater Toronto Area and Stoney Creek.

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.

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.

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.

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 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.

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.

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.

CreateWealth Planning offers comprehensive financial planning with a focus on understanding clients’ personal goals and life aspirations. The team provides services including retirement planning, estate preparation, private equity, and insurance, often praised for their patience, clear explanations, and personalized approach. Some clients note occasional challenges with complex strategies, but… more...

CreateWealth Planning offers comprehensive financial planning with a focus on understanding clients’ personal goals and life aspirations. The team provides services including retirement planning, estate preparation, private equity, and insurance, often praised for their patience, clear explanations, and personalized approach. Some clients note occasional challenges with complex strategies, but many appreciate the ongoing support and detailed attention.

Elite Private Wealth offers fee-based asset management with a focus on integrating investment, tax, and insurance strategies to create comprehensive financial plans. Their team also provides guidance on risk management and retirement planning, including tax-free savings accounts. Clients appreciate the transparent communication and knowledgeable approach, though some note the process can require… more...

Elite Private Wealth offers fee-based asset management with a focus on integrating investment, tax, and insurance strategies to create comprehensive financial plans. Their team also provides guidance on risk management and retirement planning, including tax-free savings accounts. Clients appreciate the transparent communication and knowledgeable approach, though some note the process can require ongoing collaboration.

Supporting over 700 independent mutual fund advisors, Worldsource Financial Management offers resources and technology designed to help financial professionals grow their businesses. Their services focus on enhancing operations and client relationships, with clients noting helpful and knowledgeable support, though some mention higher investment fees.

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… 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.

IG Wealth Management focuses on supporting entrepreneurs who want to grow their careers while offering comprehensive financial planning. Their services include investment advice, tax strategies, mortgages, and estate planning. Customers appreciate the team’s helpful approach, though some express concerns about certain transactions.

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.… 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.

Baskin Wealth Management employs a team-based approach to money management and understands each client's unique risk tolerance and goals. We provide tailored wealth management solutions that are customized to meet your needs. Our clients also receive exceptional service. Every generation should be able to speak up and have access to our top executives. To ensure that we understand your financial… more...

Baskin Wealth Management employs a team-based approach to money management and understands each client's unique risk tolerance and goals. We provide tailored wealth management solutions that are customized to meet your needs. Our clients also receive exceptional service. Every generation should be able to speak up and have access to our top executives. To ensure that we understand your financial picture, not just when you become our client but also throughout our relationship, we take time to get to know you. To ensure that your portfolio meets your requirements, we take into consideration your risk preferences and tax needs. We all have been affected by changes in our lifestyles and demographics. An integrated, multi-generational approach for wealth management has proven to be very successful. We offer tailored wealth management strategies that are customized for families with more than $1 million to invest and exceptional client service. To ensure that your portfolio meets your requirements, we consider your risk tolerance and goals. We also take into consideration your tax and legal needs.

Cumberland Private Wealth, Canada's most trusted wealth management firm and fiduciary to families, individuals, and foundations is a leading Canadian independent wealth management company. For 25 years, we have been helping families, individuals, and foundations reach their financial goals by providing a personalized portfolio solution, careful planning, and rewarding clients' experiences. We are… more...

Cumberland Private Wealth, Canada's most trusted wealth management firm and fiduciary to families, individuals, and foundations is a leading Canadian independent wealth management company. For 25 years, we have been helping families, individuals, and foundations reach their financial goals by providing a personalized portfolio solution, careful planning, and rewarding clients' experiences. We are a top independent wealth manager and we have a unique structure that is different from most fund managers or financial institutions. Our employees make up the majority of our owners and partners. Our values are teamwork and free-thinking over hierarchy. There are no intermediaries between you and those managing your funds. We personally invest in the exact same strategies as you. With curiosity and an open mind, we embrace new trends in technology, demographics, and investment options. However, our investment strategy has allowed us to preserve clients' capital over decades of ups & downs.

Castlemark Wealth Management Inc. is an independent fee-only private wealth management company dedicated to helping you achieve your dreams and goals. The Integrated Wealth Management Service, which is a customized, end-to-end solution, addresses the complexities of family, business, and investment. It includes all aspects of tax, financial, insurance, and wealth management. Castlemark, which is… more...

Castlemark Wealth Management Inc. is an independent fee-only private wealth management company dedicated to helping you achieve your dreams and goals. The Integrated Wealth Management Service, which is a customized, end-to-end solution, addresses the complexities of family, business, and investment. It includes all aspects of tax, financial, insurance, and wealth management. Castlemark, which is female-owned and led by women, can offer customized wealth management solutions for every stage of women's lives. Our clients can be professionals or business owners. Castlemark can help you create a customized plan, no matter what your goal is - whether it's wealth accumulation or estate and retirement planning. Castlemark uses a systematic, holistic approach to financial planning that includes optimal cash flow solutions, professional investment management, and retirement planning. All of this is based on a tax-efficient, goal-directed structure. We will work together to create a lifelong financial plan using our powerful Integrated Wealth Management Service. This service can help you live more comfortably today and realize your dreams.

Solutions at Sohum are developed with over 80 years of collective expertise in innovative tools and investment ideas that seamlessly integrate business lines based on trends, expertise, and a time-tested approach to being custodians of our client’s financial interests. We believe there are no packaged, off-the-shelf solutions. Every recommendation made by our team fits into a customized plan that… more...

Solutions at Sohum are developed with over 80 years of collective expertise in innovative tools and investment ideas that seamlessly integrate business lines based on trends, expertise, and a time-tested approach to being custodians of our client’s financial interests. We believe there are no packaged, off-the-shelf solutions. Every recommendation made by our team fits into a customized plan that is outlined at the commencement of a relationship.

GP Wealth Management Corporation, a Canadian-owned wealth management company, is a member of the GP Group of Companies. Our Head Office is located in Mississauga (Ontario) and we have been serving Canadians with financial advice since 1995. GP Wealth Management. Independent thinking is the power of independence. Family-owned and operated financial services company that specializes in banking… more...

GP Wealth Management Corporation, a Canadian-owned wealth management company, is a member of the GP Group of Companies. Our Head Office is located in Mississauga (Ontario) and we have been serving Canadians with financial advice since 1995. GP Wealth Management. Independent thinking is the power of independence. Family-owned and operated financial services company that specializes in banking, wealth management, and insurance. Our DNA is infused with independent thinking, just like our independent financial advisors. Only third-party products are offered and we provide financial advice that is tailored to meet your needs. Family-owned and operated financial services company that specializes in banking, wealth management, and insurance. Our DNA is infused with independent thinking, just like our independent financial advisors. Only third-party products are offered and we provide financial advice that is tailored to meet your needs. Partnering with us will give you the personalized attention of a financial adviser who will develop and implement a custom financial plan that will meet all your needs. It will also provide support for your financial future. We monitor the portfolios of our clients to maximize growth opportunities and protect them. This is our promise to you.

RBC Dominion Securities provides comprehensive investment management solutions and services. To help you grow, maximize and protect your wealth, your Investment Advisor will create unique strategies for you. We also engage RBC Wealth Management financial experts to help you grow and protect your wealth. Our outstanding advisory team is responsible for the success of our Peel Region… more...

RBC Dominion Securities provides comprehensive investment management solutions and services. To help you grow, maximize and protect your wealth, your Investment Advisor will create unique strategies for you. We also engage RBC Wealth Management financial experts to help you grow and protect your wealth. Our outstanding advisory team is responsible for the success of our Peel Region wealth-management operation. Mississauga Lakeshore, Brampton, and Mississauga City Centre are our offices. The Peel Region Group of Offices was awarded Branch of the Year by RBC Dominion Securities for each of the following: 2002, 2008, 2010, 2011, and 2012 and 2013, 2018, and 2019. This honor has been awarded to no other RBC Dominion Securities office. We offer strategies and services to our clients, which build wealth through regular contact, financial planning, and quick responses.

Turtle Creek is the place where partners keep all their investment able wealth. Many of our investors have enjoyed the majority of their wealth over many years. Turtle Creek does not have "salaried money managers" who are happy to move on to other jobs if they earn poor returns. Turtle Creek is managed by its founders and the largest investors. To the best of my knowledge, we are investing our… more...

Turtle Creek is the place where partners keep all their investment able wealth. Many of our investors have enjoyed the majority of their wealth over many years. Turtle Creek does not have "salaried money managers" who are happy to move on to other jobs if they earn poor returns. Turtle Creek is managed by its founders and the largest investors. To the best of my knowledge, we are investing our wealth here. This creates strong alignment, mitigates conflicts of interest, and minimizes worries about a wealth manager not paying attention or focusing on what is important. It removes many of the risks of selecting a manager and lets you focus more on the criteria, such as whether they are capable, skilled, hardworking, or experienced. We are confident. Our firm is an independent investment management company with a 24-year history. We focus on capital growth and long-term capital for high-net-worth families, wealth advisors, and institutions. Our goal is to reduce risk by ensuring that we have a thorough and complete understanding of all our investments. We also use a process that allows us to continually optimize our portfolios. All of the investable wealth they have is shared with our clients by the partners, which makes them unique among other firms.