Avrum Liederman
Toronto
- Financial planning
- Investments
- Wellington-Altus
BCU Wealth Management
Toronto
- Financial planning
Beaufort Advisory Group
Toronto
- Financial planning
- Investments
- Financière Banque Nationale
Brent Soucie
Toronto
- Financial planning
- Investments
- Financière Banque Nationale
Bridge Wealth Management
Toronto
- Financial planning
- Investments
- Financière Banque Nationale
Cappelli Wealth Management Group
Toronto
- Financial planning
- Investments
- Financière Banque Nationale
Cenk Albayrak Wealth Management Group
Toronto
- Financial planning
- Investments
- Financière Banque Nationale
Christian Cooke
Toronto
- Financial planning
- Investments
- Financière Banque Nationale
Christopher Fernandes
Toronto
- Financial planning
- Investments
- Wellington-Altus
Debbie Adams
Toronto
- Financial planning
- Investments
- Wellington-Altus
Donahue Group
Toronto
- Financial planning
- Investments
- Financière Banque Nationale
Eric Clifton
Toronto
- Financial planning
- Investments
- Financière Banque Nationale
Fini Wedge Wealth Management Group
Toronto
- Financial planning
- Investments
- Financière Banque Nationale
Flatiron Wealth Management Inc.
Toronto
- Financial planning
- Investments
Ford Wealth Management
Toronto
- Financial planning
- Investments
- Financière Banque Nationale
Frontwater Capital Toronto
Toronto
- Financial planning
- Investments
Ginsler Wealth Management Inc.
Toronto
- Financial planning
- Investments
IG Wealth Management
Toronto
- Financial planning
- Insurance
- IG Wealth
Inukshuk Capital Management Inc.
Toronto
- Financial planning
- Investments
James Gardner
Toronto
- Financial planning
- Investments
- Financière Banque Nationale
John Thomas
Toronto
- Financial planning
- Investments
- Financière Banque Nationale
Johnstone Wealth
Toronto
- Financial planning
- Investments
- Financière Banque Nationale
Justwealth Financial Inc
Toronto
- Financial planning
- Investments
Kon von Haehling
Toronto
- Financial planning
- Investments
- Financière Banque Nationale
Leigh Kershner Wealth Advisory
Toronto
- Financial planning
- Investments
- Financière Banque Nationale
Logan Wealth Management
Toronto
- Financial planning
- Investments
Lynda Horawski
Toronto
- Financial planning
- Investments
- Financière Banque Nationale
Marcy Ages
Toronto
- Financial planning
- Investments
- Financière Banque Nationale
Mark De Pencier
Toronto
- Financial planning
- Investments
- Financière Banque Nationale
Michelle Tran
Toronto
- Financial planning
- Investments
- Wellington-Altus
Novel Wealth
Toronto
- Financial planning
- Investments
- Insurance
O'Grady Group
Toronto
- Financial planning
- Investments
- Financière Banque Nationale
Optimize Asset Management
Toronto
- Financial planning
R. Matthew Lauer
Toronto
- Financial planning
- Investments
- Wellington-Altus
Racioppa Advisory Team
Toronto
- Financial planning
- Investments
- Financière Banque Nationale
Richards Financial
Toronto
- Financial planning
- Investments
Robert Hutcheson
Toronto
- Financial planning
- Investments
- Financière Banque Nationale
Samuel Chinniah
Toronto
- Financial planning
- Investments
- Financière Banque Nationale
Scott Blair
Toronto
- Financial planning
- Investments
- Wellington-Altus
Seeley Group Private Wealth Management
Toronto
- Financial planning
- Investments
Silmser Wealth Management Group
Toronto
- Financial planning
- Investments
- Financière Banque Nationale
Steven Belchetz
Toronto
- Financial planning
- Investments
- Financière Banque Nationale
Susan Mallin, CFP, CIM, Financial Planner
Toronto
- Financial planning
- Investments
Tempus Wealth
Toronto
- Financial planning
- Investments
- Financière Banque Nationale
Terry Betts
Toronto
- Financial planning
- Investments
- Financière Banque Nationale
The Ahmad Wealth Management Group
Toronto
- Financial planning
- Investments
- Financière Banque Nationale
The Carlisle Group
Toronto
- Financial planning
- Investments
- Financière Banque Nationale
The Durkin Dietz Group
Toronto
- Financial planning
- Investments
- Financière Banque Nationale
The Filipiuk Group
Toronto
- Financial planning
- Investments
- Financière Banque Nationale
The Gorrie Group
Toronto
- Financial planning
- Investments
- Financière Banque Nationale
The McComb Team
Toronto
- Financial planning
- Investments
- Financière Banque Nationale
The Nicolais Wealth Management Group
Toronto
- Financial planning
- Investments
- Financière Banque Nationale
The Riedl Group
Toronto
- Financial planning
- Investments
- Financière Banque Nationale
Tigert Wealth Management
Toronto
- Financial planning
- Investments
- Financière Banque Nationale
Trivela Family Wealth
Toronto
- Financial planning
- Investments
- Financière Banque Nationale
Vince Tarantino
Toronto
- Financial planning
- Investments
- Wellington-Altus
Walker Wealth Management
Toronto
- Financial planning
Wiman Wong Wealth Management Group
Toronto
- Financial planning
- Investments
- Financière Banque Nationale
Zoe Adrian
Toronto
- Financial planning
- Investments
- Wellington-Altus
Frequently asked questions
How many firms offer financial planning in Toronto?
59 of the 400 firms in Toronto show it in the official register or on their website.
How to choose?
Check the official register, ask for an engagement letter describing the service and the fees, and compare two or three firms on your precise situation.
Alphabetical list. No firm pays to be listed. Our sources