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    Best Financial Advisors In Toronto Near Me

    Buxton Financial Nest Wealth Kurt Rosentreter Financial Advisor and Wealth Management FrancineDick-Certified Financial Planner Merrick Financial Inc. - Fee Only Financial Planner Parkhouse Financial Sharma Wealth Management / Manulife Securities Good Investing Edward Jones - Financial Advisor: Kunjal Mehta Edward Jones - Financial Advisor: Ryan M Henderson, CFP®|CIM®|FCSI® Kismet Wealth Group Jamie Madigan, CFP® Beaches Financial Group | Bellwether Family Wealth Best Planners Inc. Denikings Insurance & Investment Broker

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    1. Buxton Financial - Spadina—Fort York

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    · 25 reviews

    150 King St W #232, Toronto, ON M5H 1J9, Canada

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    Business: Fee-Only Financial Planning means that your Retirement Income Specialist works directly for you, the client. Retirement Income planning covers the unique needs over several decades of your life.
    4worldlovers: Fee-Only Financial Planning means that your Retirement Income Specialist works directly for you, the client. Retirement Income planning covers the unique needs over several decades of your life.

    Learn how to have the business benefit the owners personal retirement needs.

    Buxton Financial’s 3-Part Plan - a customized approach to planning your retirement.

    There are ways to structure your finances or your parents finances to minimize tax, plan for and simplify the estate.

    At Buxton Financial For Retirement, we specialize in doing retirement income plans for clients close to, or in retirement.

    2. Objective Financial Partners Inc. - Markham

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    · 69 reviews

    East Tower, 675 Cochrane Dr 6th Floor, Markham, ON L3R 0B8, Canada

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    Business: Providing Fee-Only, Advice-Only Financial Planning services to Canadians. Jason Heath, Nancy Grouni, Kim Allard. Markham Ontario. 

    3. Nest Wealth - Spadina—Fort York

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    · 49 reviews

    214 King St W Suite 510, Toronto, ON M5H 3S6, Canada

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    Business: Nest Wealth is a leading fintech that helps financial services and wealth management firms, along with individual advisors, to streamline client onboarding, account opening and more.
    4worldlovers:
    financial advisors in toronto Nest Wealth

    Using innovative technology chosen by some of North Americas largest financial institutions,

    financial advisors in toronto Nest Wealth

    Nest Wealth’s digital wealth solutions empower investors to receive access to sophisticated and personalized wealth advice tailored to their unique goals and objectives.

    financial advisors in toronto Nest Wealth

    Digitize your business processes to reduce errors, account opening times and operational costs while simplifying record-keeping.

    The My Day Overview provides a holistic view of your client’s activity and insights to help you efficiently serve your clients and proactively prepare for next steps.

    4. Kurt Rosentreter Financial Advisor and Wealth Management - Toronto Centre

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    · 12 reviews

    3 Church St #302, Toronto, ON M5E 1M2, Canada

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    Business: Kurt Rosentreter is the certified and independent financial advisor Toronto relies on to take the stress out of managing money and reach their goals.
    4worldlovers: Kurt Rosentreter is ready to help with all aspects of your financial affairs: from investing, tax consulting and estate planning to pre-retirement, post-retirement, insurance and cash flow management among other planning needs.

    As Canada's leading certified financial planner, for almost twenty five years Kurt Rosentreter has been committed to helping families manage their finances properly.

    As a Senior Financial Advisor at Manulife Securities Incorporated, in his Toronto based practice, as an Instructor of Financial Planning courses he teaches across Canada. As a media spokesperson on money issues for the national press on TV, radio, and in print, Kurt provides practical and common sense financial advice in easy to understand language.

    Kurt is creating new videos teaching Canadians how to save money, and avoid headaches. As an independent financial planner, Kurt’s expert advice can save you time and money in your day-to-day life.

    Watch Kurt’s newest video, on the essentials everyone needs to know when considering what to prepare for retirement.

    All fees are flexible to fit any budget. Every year fee levels are revisited to ensure your continued satisfaction with value. As long as you are practical in your service and fee expectations, it will be possible to design an advisory relationship together.

    Kurt and the team are dedicated to being transparent and open about services and pricing. They ask the right questions to understand your financial plans, and create a unique path towards your goals, a timeline, and expected cost.

    Related inquiries Financial consultant:

    5. Caring for Clients - Spadina—Fort York

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    · 6 reviews

    69 Yonge St, Toronto, ON M5E 1K3, Canada

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    Business: Caring for Clients is a financial planner service in Toronto, with the emphasis on comprehensive. Successful financial planning relies on information about your finances, your life situation and your concerns and objectives.
    4worldlovers: Busy business owners, recently separated or divorced individuals, newly married couples, aging parents and their children, recent windfall recipients and people just like you.

    financial advisors in toronto Caring for Clients

    “We have and will continue to recommend your services to friends, family and colleagues. Honesty and integrity are the hallmarks of your service – please keep up the excellent work!”

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    Rona Birenbaum explains when annuities are a good option for retirees.

    6. FrancineDick-Certified Financial Planner - Parkdale—High Park

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    · 11 reviews

    25 Wright Ave, Toronto, ON M6R 1K9, Canada

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    Business: DISCOVER THE BENEFITS OF LEARNING CASH FLOW MANAGEMENT WHILE CREATING A PLAN TO REACH YOUR GOALS

    7. Wellington-Altus Private Wealth - Rosedale Family Office - University—Rosedale

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    · 51 reviews

    10 Alcorn Ave Suite 300, Toronto, ON M4V 3A9, Canada

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    8. Merrick Financial Inc. - Fee Only Financial Planner - Beaches—East York

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    · 12 reviews

    53 Coleridge Ave, Toronto, ON M4C 4H4, Canada

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    Business: Clients come to Merrick Financial Inc. when they have a big decision to make and are looking for expert, unbiased, financial advice. Best Fee-only Financial Planner in Toronto ON.

    9. Parkhouse Financial - Spadina—Fort York

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    · 9 reviews

    121 Richmond St W #501, Toronto, ON M5H 2K1, Canada

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    4worldlovers: Our primary focus is to provide peace of mind through wealth management solutions that optimize results while minimizing risk, and, that help ensure your investments are protected from over-taxation.

    With over 20 years of professional experience, Parkhouse Financial is a fully independent financial advisory firm operating on a fee-only basis. We are void of conflicts of interest, commission sales and pushed products. We work exclusively for our clients' benefit, NOT the benefit of a Brokerage Firm, Bank, or Insurance Company.

    Our advisory practice’s continued success is dependent upon exceptional client experiences.

    Parkhouse Financial is committed to a low-stress, common sense approach to investing - hire the best managers who are able to cover the globe and focus at least as much on risk management as achieving high returns. We bring a higher level of academic credentials, expertise, and experience to the table. We invest considerable time and effort on research, tax-effectiveness, and risk management. We are committed to providing the best level of investment advice available in the most cost-effective manner. We remain sensitive to management expense ratios - the lower the ratio the better for you, all else being equal. In a nutshell - Parkhouse Financial strives to offer the best possible service at the best possible price.

    With low fees and active risk management, we help families achieve financial longevity.

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    10. Sharma Wealth Management / Manulife Securities - Etobicoke

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    · 17 reviews

    2560 Matheson Blvd E Suite 322, Mississauga, ON L4W 4W9, Canada

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    Business: Sharma Wealth Management, one of the top financial planning firm in GTA, Ontario and British Columbia serving individuals/families, professionals, business owners, corporations with full financial planning services. This includes Tax Planning, Investment Planning, Retirement Planning, Business Succession Planning, Estate Planning, Risk Management, Life Insurance, Group Plans and Pension Plans.

    11. Honey Financial - Scarborough Southwest

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    · 16 reviews

    9a Rhydwen Ave, Toronto, ON M1N 2C9, Canada

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    Business: Welcome to Honey Financial. Experienced Scarborough Mortgage Broker, trusted mortgage and financial advisor, and life insurance in Scarborough.

    12. Good Investing - Spadina—Fort York

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    · 25 reviews

    192 Spadina Ave. Suite 400, Toronto, ON M5T 2C2, Canada

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    Business: Good Investing teaches you how to invest your money online according to your values.

    13. Edward Jones - Financial Advisor: Kunjal Mehta - Don Valley North

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    · 15 reviews

    Bayview Village Shopping Cntr, 2901 Bayview Ave Suite 206, Toronto, ON M2K 1E6, Canada

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    Business: Kunjal Mehta is an Edward Jones Financial Advisor serving Toronto, ON. Get the personal financial advice you need to achieve your goals.

    14. Edward Jones - Financial Advisor: Ryan M Henderson, CFP®|CIM®|FCSI® - Spadina—Fort York

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    · 4 reviews

    150 York St Suite 912, Toronto, ON M5H 3S5, Canada

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    "... recommend Ryan to anyone looking for good investment advice."
    Business: Ryan M Henderson is an Edward Jones Financial Advisor serving Toronto, ON. Get the personal financial advice you need to achieve your goals.

    15. Kismet Wealth Group - Toronto Centre

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    · 24 reviews

    145 Front St E Suite 107, Toronto, ON M5A 1E1, Canada

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    Business: Kismet Wealth Group Corp provides the best wealth management, real estate, mortgages and financing services in Toronto custom tailored to each client.

    16. Jamie Madigan, CFP® - Spadina—Fort York

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    · 8 reviews

    Freedom 55 Financial, 110 - 330 University Avenue c/o, Toronto, ON M5G 1R8, Canada

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    Business: Looking to protect your family, business, health & wealth? Let Jamie Madigan and the team at BeaconPoint Financial Security help!

    17. Beaches Financial Group | Bellwether Family Wealth - Don Valley East

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    · 19 reviews

    170 The Donway W #205, North York, ON M3C 2J2, Canada

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    Business: As part of Bellwether Investment Management Inc., our North York team is your primary point of contact for all your financial, and tax planning needs.

    18. Best Planners Inc. - Brampton

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    · 28 reviews

    195 Queen St E, Brampton, ON L6W 2B3, Canada

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    19. Denikings Insurance & Investment Broker - York South—Weston

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    · 8 reviews

    34 Macleod St, North York, ON M6L 2M6, Canada

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