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Wanda Preston
Below is a list of the highest reviewed and most trusted Financial Advisors Services in Toronto. In order to identify the best Financial Advisors Services, I used our standard 5 point criteria and curated the best local businesses.
The reviews speak for themselves! Frontwater Capital is an independent wealth management firm that has looked after a number of affluent and high net worth families since it’s inception. Their approach takes complex investment concepts typically utilized with large financial institutions and makes them accesible to individual investors. Furthermore, Frontwater was named the Best Financial Advisor in Torotno by AdvisoryHQ News.
Explore the links below to learn more about them. If you have any unanswered questions reach out!
Services Offered:
Comprehensive Personal Plan – for Individuals and Couples, Comprehensive Financial Plan for Business Owners, Retirement Planning, Investment Planning, Estate Planning, Hourly Consulting, Wealth Management
Business Information:
- Phone: +1 416-903-9195
- Address: 1920 Yonge Street, Suite #200 Toronto Ontario M4S 3E2
- Website: https://www.frontwater.ca/
Reviews:
Brock Alan
I've entrusted Jeff at Frontwater with my savings for the past 6 years and he has consistently delivered stellar returns. The option strategy they offer is a differentiating factor vs. the average wealth manager and allowed for index-beating returns. The analyst team is also very responsive and proactive with day-to-day inquiries (thanks John!). Great product and a PM who knows what he's doing; highly recommended!
Franko Dinatale
From the moment we connected with Frontwater Capital we knew that we were in the right hands for our investments. Great team great service I highly recommend them!
Franko Dinatale
From the moment we connected with Frontwater Capital we knew that we were in the right hands for our investments. Great team great service I highly recommend them!.
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Robert Kerr formed the firm in 1979 to help individuals become more business-like about their personal finances. At the time, unlike corporations that had accountants, lawyers, strategic planners and boards of directors, all working to manage finances and plan for the future, individuals and families had no single place to look to for help. As a result, they were missing out on opportunities to save taxes, cut costs and get better investment returns. As one of the longest standing personal financial planning firms in Canada, Kerr Financial continues to provide honest, useful financial advice, based on an expert knowledge of investment management, risk avoidance, income tax planning and estate strategies. And this all starts with a deep understanding of what their clients are dreaming of and what they are worried about.
Services Offered:
Family Office, Integrated Investment Services, Personal Financial Service
Business Information:
- Phone: +1 416-364-9447
- Address: 150 York Street, Suite 1212 Toronto, ON, M5H 3S5
- Website: https://kerrfinancial.ca/
Reviews:
Ron Merlot
Kerr provides Fee only advice for investors. The net result is that you're getting good value for larger portfolios. Frank Settino was really great to chat with.
Ron Merlot
Kerr provides Fee only advice for investors. The net result is that you're getting good value for larger portfolios. Frank Settino was really great to chat with.
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Founded by veteran financial professionals David Stewart and Cynthia Kett, Stewart & Kett has been offering unbiased financial advice since 1996. They were one of the first financial planning firms in Toronto to adopt an “advice-only” approach, which is grounded in one underlying philosophy:
THEY ACT IN YOUR BEST INTERESTS, AND YOUR BEST INTERESTS ALONE.
Services Offered:
Financial Checkup, Financial Planning, Investment Consulting, Tax Services
Business Information:
- Phone: +1 416-362-6322
- Address: 911- 123 Front Street West, Toronto, Ontario, M5J 2M2, Canada
- Website: https://www.stewartkett.com/
Choosing a financial planner is an important decision.
They want you to be completely comfortable before you decide.
Please explore the links below to learn more about them. If you have any unanswered questions, please contact them.
Services Offered:
Initial Consultation, Comprehensive Personal Plan – for Individuals and Couples, Comprehensive Financial Plan for Business Owners, Retirement Planning, Insurance Planning, Investment Planning, Estate Planning, Hourly Consulting, Wealth Management
Business Information:
- Phone: +1 416-363-8500
- Address: 69 Yonge Street, 2nd Floor Toronto, ON M5E 1K3
- Website: https://www.caringforclients.com/
Reviews:
Review
My parents met with Rona and immediately made the decision to hire her as their financial planner. They felt that they would be very well taken care of.” Recently my father asked me to recommend an investment advisor. He did not have confidence that his broker could be counted on to provide the best financial advice and guidance.
Michael Marmur
“Who knew it could be fun talking about money!” Splitting up is hard to do…my investment portfolio and I had become more and more distant over the years. It was sometimes suffering and sometimes benefiting from my benign neglect. I felt guilty about my lack of attention. Once I met Rona and Clifford I knew that they were the ones I could trust. I could tell that they care about people and know how to manage money. Within a few weeks I made the decision to give a three-some a try.
Michael Marmur
Splitting up is hard to do…my investment portfolio and I had become more and more distant over the years. It was sometimes suffering and sometimes benefiting from my benign neglect. I felt guilty about my lack of attention.
Once I met Rona and Clifford I knew that they were the ones I could trust. I could tell that they care about people and know how to manage money. Within a few weeks I made the decision to give a three-some a try.
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Their Clients work with Them to protect their Families and Futures. They are proud to be the # 1 Advisory Team to households, business owners and professionals. In addition to their in-house Team, they are backed by associations with expert Accounting and Legal Professionals. They rely on the good guidance of these Professionals to ensure that their unique strategies fully comply with best practices in business planning, as well as provincial and federal guidelines. They are licensed in most Canadian provinces, enabling them to easily facilitate planning situations nationwide. They are ALL accountable only to You.
Business Information:
- Phone: +1 780-809-4599
- Address: Unit 202, 9080 25 Ave, SW Edmonton, Alberta, T6X 2H4
- Website: https://www.ascendantfinancial.ca/
- Contact Email: info@ascendantfinancial.ca
A national professional body working in the public interest, FP Canada™ is dedicated to championing better financial wellness for all Canadians by certifying professional financial planners and leading the advancement of professional financial planning in Canada. At a time when society is facing unprecedented technological disruption in all walks of life, Canadians have a greater need than ever for personalized financial planning advice with a human touch. FP Canada provides the financial planning profession with the leadership it needs to help Canadians achieve financial well-being in this new digital era.
Services Offered:
Maintaining Your Certification, Next Steps in Your Career, Continuous Professional Development, Continuing Education, Standards and Enforcement, Guidance to the Profession, Enforcement Process, Disciplinary Actions, Key Resources, CE Search Tool, Competency Profile, Financial Planning Body of Knowledge, Financial Planner Toolbox
Business Information:
- Phone: +1 416-593-8587
- Address: 375 University Ave, Toronto, ON M5G 2J5, Canada
- Hours: Monday to Friday 9:00 a.m. to 5:00 p.m. ET
- Website: https://www.fpcanada.ca/
- Contact Email: info@fpcanada.ca
Their consistent and sincere effort is to provide well-tailored financial advices to all range of their respected clients, to bring them a peace of mind in their financial lives, by providing financial education and making them aware of their best-available financial choices.
Business Information:
- Phone: +1 647-830-8080
- Address: 675 Cochrane Dr, Markham, ON, L3R 0B8
- Website: https://www.abcfinancialadvisor.com/
- Contact Email: info@abcfinancialadvisor.com
Jason has been providing fee-only, advice-only financial planning since 2001 and is one of Canada’s best-known fee-only financial planners. He is currently a personal finance columnist for the Financial Post, MoneySense Magazine and Canadian MoneySaver. He is also a regular contributor to RetireHappy.ca.
Jason graduated with a Bachelor of Economics degree from York University in Toronto. He also holds the Certified Financial Planner (CFP) designation. In addition, Jason has completed numerous financial, tax and estate planning specialty courses from a variety of organizations.
Services Offered:
Fee-Only, Advice-Only Financial Planning, Retirement Planning, Investment Planning, Financial Coaching Consultation, Tax Planning and Preparation, Estate Planning, Insurance Needs Analysis, Canadian Expats, Family Meetings, Planning for Seniors, Employee Financial Planning, Paraplanning and Outsourced Financial Planning, Services for Other Professionals
Business Information:
- Phone: +1 416-691-8471
- Address: 675 Cochrane Drive East Tower, 6th Floor Markham, Ontario L3R 0B8
- Website: https://objectivefinancialpartners.com/
- Contact Email: info@objectivefinancialpartners.com
Reviews:
John & Laura
Thanks for taking me on as a client. This has been an important exercise and has given me great insight into my financial affairs. You’ve been extremely helpful and I hope I can call on you from time to time to help me update my plan as circumstances change. I get the sense you have a thriving practice and hope you don’t mind if I recommend you to some of my friends.
Jack Fleischmann
General Manager, Business News Network
John & Laura
Thanks for taking me on as a client. This has been an important exercise and has given me great insight into my financial affairs. You’ve been extremely helpful and I hope I can call on you from time to time to help me update my plan as circumstances change. I get the sense you have a thriving practice and hope you don’t mind if I recommend you to some of my friends.
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Why Choose Empire Life?
Their vision is to be Canada’s most convenient insurance and investment company. Their mission is to help you build wealth and protect your financial security
Business Information:
- Phone: +1 877 548-1881
- Address: 259 King St. E., Kingston, Ontario
- Website: https://www.empire.ca/life-and-money-matters
- Contact Email: info@empire.ca
FSCO was established under the Financial Services Commission of Ontario Act, 1997 (FSCO Act) with a legislative mandate set out in the FSCO Act.
FSCO’s legislative mandate is to provide regulatory services that protect the public interest and enhance public confidence in the sectors it regulates.
Business Information:
- Phone: +1 416-250-7250
- Address: 5160 Yonge St 16e étage, Toronto, ON M2N 6L, Canada
- Website: http://www.fsco.gov.on.ca/en/Pages/default.aspx
- Contact Email: contactcentre@fsrao.ca
Get in touch with them and find out how they can help you.
Business Information:
- Phone: +1 416-366-8771
- Address: 1 University Ave #201, Toronto, ON M5J 2P1, Canada
- Website: https://advisor.sunlife.ca/one.university/
Reviews:
Kurtis McCartney
Got a killer carryover from Bruno - customized to meet their family and household needs. Thanks again to Mr Martini and the folks at SLF for giving them a lot of hope during the Emergency Measures Act. 🤙🤙😎
Random
great service offered by the advisor, customized financial plan.
Kurtis McCartney
Got a killer carryover from Bruno - customized to meet their family and household needs. Thanks again to Mr Martini and the folks at SLF for giving them a lot of hope during the Emergency Measures Act. 🤙🤙😎
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Blair Franklin Capital Partners is a leading Canadian independent investment bank offering a full range of investment banking mergers and acquisitions (M&A) advisory services to public and private corporations, institutions and the public sector.
Their experience speaks for itself – since 2003 they have successfully completed over 250 advisory assignments, with a total value of more than $200 billion. Fully owned by their partners and employees, they rely on the vast experience of their team of professionals to provide clients with innovative, insightful and creative long-term solutions to complex financial and strategic issues.
Services Offered:
Mergers and Acquisitions, Corporate Advisory, Valuations and Fixed Fee
Fairness Opinions, Financial Restructurings, Private Company Capital Raising.
Business Information:
- Phone: +1 416-368-1211
- Address: 22 Adelaide St W Suite 2430, Toronto, ON M5H 4E3, Canada
- Website: http://www.blairfranklin.com/
- Contact Email: info@blairfranklin.com
An Investment Firm That Values Its Independence and Its Entrepreneurial Spirit
Independently Driven – Success Oriented
Services Offered:
Investment Banking, Research, Sales & Trading, Managed Solutions, Equity Capital Markets, Correspondent & Clearing Services
Business Information:
- Phone: +1 416-507-2300
- Address: 181 Bay St Suite 2910, Toronto, ON M5J 2T3, Canada
- Website: https://www.haywood.com/
All successful investing advice will be digitally powered human advice.
Business Information:
- Phone: +1 416-724-4783
- Address: 333 Adelaide St W 4th Floor, Toronto, ON M5V 1R5, Canada
- Website: https://pascalfinancial.com/
- Contact Email: info@pascalfinancial.com
At HollisWealth, they strive to provide the framework that aligns the best interests of their advisors, their staff and the firm as a whole. By doing so, their goal is to be the best choice for talented advisors looking to build their businesses.
Services Offered:
Investments Mortgages Tax services Estate planning Private banking
Business Information:
- Phone: +1 905-850-7407
- Address: 4 Director Ct, Woodbridge, ON L4L 3Z5, Canada
- Website: https://www.holliswealth.com/global/whoweare
Featured
From your first meeting with your Investment Advisor, you are on the road to a long-term wealth management plan – and relationship.
They have several Investment Advisors and Portfolio Managers working with them, and they can connect you with the one whose investment and wealth management philosophy matches your own.
Business Information:
- Phone: +1 416-842-3466
- Address: 181 Bay St Suite 2350, Toronto, ON M5J 2T3, Canada
- Website: https://ca.rbcwealthmanagement.com/web/648.branch/
Reviews:
Cristina Vasilenco
Beautiful historical old building with heritage value located at Brookfield Place.
yan Guhathakurata
RBC Dominion Security is a heritage building.It was built in 1845.
Cristina Vasilenco
Beautiful historical old building with heritage value located at Brookfield Place.
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