Find the 49 Best Financial Advisors in Toronto, ON

Albri Investment is a Toronto-based real estate investment company that buys houses for cash, offering homeowners a fast, hassle-free alternative to traditional sales. We specialize in purchasing properties in any condition, with no repairs, commissions, or closing costs. Our streamlined process ensures sellers receive fair cash offers within 24 hours and can close deals in as little as seven days.

Green Flow Financial provides tailored mortgage financing solutions for homeowners, real estate investors, and developers in Ontario. We specialize in construction loans, renovation funding, and specialized mortgage products that address challenges with traditional lending systems. Our services ensure quick access to funds while prioritizing personalized support and competitive rates.

Kurt Rosentreter is a Certified Financial Planner offering comprehensive financial advisory services in Toronto, Canada. Specializing in investment management, tax planning, estate strategies, and insurance solutions, the practice focuses on personalized, client-centric planning. With over 30 years of experience and multiple professional credentials, the firm delivers transparent, goal-based financial guidance tailored to individual needs.

Creative Planning Financial Group provides comprehensive financial advisory services including insurance planning, wealth management, and corporate benefits solutions. Founded in 1971, we specialize in creating customized strategies for individuals and businesses to achieve long-term financial security. Our independent advisors prioritize client advocacy through personalized financial planning and risk management expertise.

CMLS Financial is a full-service mortgage provider offering commercial, residential, and institutional lending solutions across Canada. With expert teams in mortgage analytics, asset management, and servicing, we combine 50+ years of industry experience with innovative technology to deliver client-focused financial products. Our services cater to diverse clients including homeowners, real estate investors, and institutional partners.

Alpha North specializes in small-cap investment strategies, leveraging 20+ years of expertise to identify high-potential opportunities in Canadian equity markets. Our proprietary approach combines technical analysis with fundamental research across healthcare, environmental sustainability, and technology sectors. We deliver industry-leading returns through disciplined security selection and risk management.

Newport Private Wealth offers comprehensive wealth management services for high-net-worth individuals and families. Our endowment-style investment platform combines traditional and alternative assets to create diversified portfolios aligned with client goals. We emphasize long-term strategic partnerships built on trust, transparency, and personalized advice.

Castlemark Wealth Management offers comprehensive financial planning and wealth management services tailored to professionals, executives, and business owners. Our integrated approach combines investment management, tax planning, estate strategies, and insurance solutions to create customized financial roadmaps. We specialize in helping clients achieve long-term financial security through transparent, goal-directed strategies that adapt to evolving life circumstances.

Hillsdale Investment Management specializes in Canadian, U.S., and Global Equities, combining fundamental and quantitative approaches to deliver client-focused investment strategies. With over 28 years of experience, we utilize proprietary research and 2,500+ factors to identify equity return drivers, offering systematic, evidence-based solutions. Our commitment to ESG integration and custom portfolio management ensures tailored strategies for institutional and private clients.

Leonard Tam provides expert tax and accounting services for small businesses and individuals in Toronto. Established in 1990, we specialize in CRA compliance, back tax resolution, and strategic tax planning. Our client-focused approach combines deep industry expertise with personalized solutions to simplify complex financial challenges.

Baskin Financial Services specializes in investment management and wealth planning services for Canadian individuals and families. With over 30 years of experience, we provide holistic financial strategies that integrate tax optimization, estate planning, and portfolio management. Our client-centric approach combines personalized service with rigorous market analysis to help clients achieve long-term financial objectives.

Olympian Financial is an independent wealth management firm specializing in personalized financial planning and investment advisory services. We provide unbiased advice through retirement planning, tax strategies, and customized wealth management solutions. Our team empowers both individual clients and financial advisors with ethical guidance and comprehensive support.

Woodgate Financial provides comprehensive wealth management services for individuals, executives, and business owners. Our client-centric approach combines investment planning, tax strategies, risk management, and estate planning to create cohesive financial solutions. With a focus on personalized service and industry-leading expertise, we help clients achieve long-term financial security through our proven 5-step planning process.

Edison Group specializes in delivering independent investment research and analysis, empowering stakeholders with actionable insights for informed financial decisions. Our services span equity research, thematic analysis, and investor relations, supported by a commitment to integrity and market expertise. We serve institutional investors, corporations, and financial professionals globally.

CIBC is a leading Canadian bank providing personal banking, business solutions, and wealth management services. We focus on delivering innovative financial products, including mortgages, credit cards, investments, and insurance, tailored to meet diverse client needs. Our commitment to customer satisfaction and technological advancement ensures reliable, accessible banking for individuals and businesses nationwide.

Luminus Financial is a member-owned credit union providing comprehensive banking, savings, investment, and insurance services to individuals and businesses in Ontario. We specialize in underbanked markets, offering competitive rates, personalized financial education, and community-focused initiatives. Our cooperative structure ensures members benefit from shared profits, democratic governance, and deposit insurance coverage.

Rempart Asset Management Asset Management provides discretionary investment management services for individuals, corporations, and foundations. Our core focus is creating tailored portfolios through disciplined cash-flow analysis and conservative risk management. With over two decades of combined experience, our team delivers steady returns while prioritizing client-specific financial objectives and market expertise.

NewGen Asset Management is a Toronto-based alternative investment firm specializing in absolute return strategies. We focus on capital preservation and uncorrelated returns through active fund management, serving diverse clients including institutions and high-net-worth individuals. Our disciplined risk framework and fundamental research identify market inefficiencies to minimize volatility.

MacNicol & Associates Asset Management provides globally diversified investment management for individuals and institutions. We specialize in alternative strategies, downside protection, and inflation-resistant solutions. Our personalized approach focuses on long-term wealth preservation and growth through disciplined portfolio management.

JCIC Asset Management is an independent investment advisory firm specializing in personalized portfolio management and financial planning. We offer adaptive investment strategies designed to maximize returns while mitigating risk through diversified portfolios tailored to individual client goals. Our client-first approach emphasizes transparent fee structures, dedicated relationship management, and a commitment to long-term financial success.

Yorkville Asset Management provides customized investment solutions and wealth management services to high net worth individuals, foundations, and institutions. Our expertise includes risk-adjusted portfolio management, estate planning, and capital markets advisory, with specialized programs for pre-IPO investments and lifestyle management. We combine personalized service with rigorous analytical frameworks to help clients achieve long-term financial objectives.

Ridgewood Capital is a client-focused investment management firm specializing in long-term growth strategies for individuals, foundations, and institutions. Since 2008, we've prioritized personalized portfolio management, combining conservative investment approaches with active client collaboration. Our team of experienced professionals delivers tailored financial solutions while maintaining $1.9 billion in assets under management.

Donville Kent Asset Management specializes in long-term equity investments through a proprietary process focused on compound growth businesses. Our strategy emphasizes fundamental research, management evaluation, and portfolio construction designed to outperform traditional benchmarks. With over 15 years of proven performance history, we serve discerning investors seeking differentiated exposure to North American equities.

Larocque Group Private Wealth Management provides customized financial planning and investment management services. We specialize in tax-efficient strategies, estate planning, and retirement solutions tailored to individual client needs. Our team of certified advisors delivers personalized service grounded in over 25 years of industry expertise.

Lorne Steinberg Wealth Management provides discretionary investment management services focused on capital preservation and long-term growth. Our value-based philosophy targets undervalued quality businesses, leveraging a disciplined research-driven approach. We serve private clients and institutional investors through segregated accounts and pooled funds, emphasizing transparency and alignment of interests.

BCU Wealth Management is a full-service investment firm providing tailored financial planning solutions since 2002. We specialize in retirement planning, investment management, and tax-efficient strategies for individuals and businesses. Our partnership with Raymond James Ltd. enhances our ability to deliver comprehensive wealth management services.

Bell Kearns & Associates is an independent financial advisory firm specializing in wealth management for high-net-worth individuals and institutions. Since 1991, we've provided personalized investment strategies through thorough manager analysis, risk-conscious planning, and transparent fee structures. Our client-centric approach prioritizes long-term growth while maintaining portfolio stability.

Provisus Wealth Management offers personalized investment strategies and proactive portfolio management for high-net-worth individuals. As an independent Canadian provider, we combine institutional-grade resources with tailored financial planning to optimize long-term wealth growth. Our services emphasize adaptive market positioning and comprehensive risk management.

Sun Life Global Investments offers a comprehensive range of investment solutions, including mutual funds, ETFs, segregated funds, and insurance products. We focus on combining growth potential with risk management to help clients achieve financial security. Our services emphasize innovation, responsible investing, and personalized guidance.

Barrantagh Investment Management specializes in disciplined portfolio management for private clients, institutions, and advisors. Founded in 1995, we employ a value-based investment philosophy focused on capital preservation and long-term growth. Our strategies integrate ESG principles and rigorous fundamental research to deliver tailored solutions.

Crosbie & Company & Company provides independent investment banking and financial advisory services specializing in mergers and acquisitions, capital raising, and strategic reviews. With over 30 years of experience, we serve private and public companies across Canada and internationally. Our employee-owned structure ensures alignment with client interests while delivering customized solutions for complex financial transactions.

Milestone Investment Counseling provides personalized wealth management services, specializing in tax-efficient portfolio construction, retirement planning, and institutional-quality investment strategies. Founded in 1996, we combine low-cost indexing expertise with customized financial solutions for private clients. Our team of certified professionals delivers discretionary portfolio management, leveraging proprietary investments and a disciplined approach to risk optimization.

Segal Marco Advisors provides expert investment consulting and research services, helping clients achieve financial goals through tailored strategies and independent advice. Our experienced team delivers comprehensive solutions for pension funds, corporations, and financial intermediaries, leveraging proprietary research and risk management expertise. As a U.S.-based leader in investment consulting, we combine industry-specific knowledge with a client-focused approach to optimize investment outcomes.

TerraFunds provides tax-advantaged investment funds specializing in mining and critical mineral exploration. Our flow-through limited partnerships offer clients dual benefits of significant tax deductions and potential capital growth through diversified portfolios of public mining companies. With over 20 years of combined leadership experience, we deliver structured investment solutions tailored to Canadian regulatory frameworks.

Epic Capital Management is a Toronto-based alternative asset manager offering hedge funds, venture capital, and closed-end funds since 2000. We specialize in Canadian small-cap equities and private healthcare technology investments, employing active risk management strategies. Our funds utilize proprietary research, merger arbitrage, and macroeconomic analysis to deliver consistent returns while preserving capital.

Vestcap Investments Management provides personalized investment management services since 1988, focusing on client-specific objectives through disciplined, independent strategies. Our approach combines 30+ years of market cycle expertise with first-principles analysis to create adaptive portfolios. We prioritize client alignment by avoiding product sales and commission-based incentives.

CI Financial is a global investment and asset management firm providing tailored financial solutions since 1965. We specialize in wealth management, asset management advisory services, and investment strategies for individuals and institutions. With a presence in Canada, the U.S., and Asia-Pacific, we combine local market expertise with international resources to deliver innovative financial solutions.

Whylie Financial offers personalized investment advice, insurance solutions, and retirement planning services designed to empower clients with financial security and flexibility. Our team specializes in creating tailored strategies that adapt to your unique life circumstances and long-term goals. With a legacy of over 40 years, we combine industry expertise with a client-focused approach to deliver comprehensive financial solutions.

Rubach Wealth is a family office and financial planning firm dedicated to helping affluent families manage, grow, and transfer wealth across generations. We offer integrated services including investment management, estate planning, tax strategies, and philanthropy administration. Our client-centric approach ensures tailored solutions that reflect each family's unique values and objectives.

Stewart & Kett Financial Advisors provides comprehensive financial planning services for families with complex financial situations. Specializing in integrated wealth management, investment consulting, and tax services, we deliver objective advice without product sales. Our client-centric approach combines technical expertise with personalized strategies to achieve long-term financial goals.

Canadian Green Fund accelerates sustainable development by providing equity capital for renewable energy and conservation projects across Canada. Specializing in district energy, microgrids, and clean energy platforms, we connect impact investors with opportunities that balance environmental, social, and financial returns. Our tailored investment strategies prioritize long-term stability and ESG compliance.

Enriched Investing specializes in conservative growth and income portfolio management for institutional and private investors. We focus on capital preservation, low-volatility strategies, and personalized financial planning. Our fiduciary-driven approach ensures transparent fees, client-aligned incentives, and tailored solutions for retirement, tax efficiency, and long-term wealth management.

WEALTHdesigns.ca is an independent financial planning firm specializing in unbiased, fee-based services for individuals and businesses. We offer customized retirement planning, estate management, and wealth preservation strategies tailored to clients' unique needs. Our client-first approach combines 18+ years of expertise with strategic partnerships to deliver comprehensive, transparent financial solutions.

XTM provides earned wage access solutions through its AnyDay platform, enabling service-focused businesses to automate payroll, reduce turnover, and improve employee financial wellness. Our technology integrates with existing systems to deliver instant payments, cross-border earnings access, and operational efficiency tools for hospitality, healthcare, and retail sectors.

Queensbury Strategies provides independent financial planning and investment advisory services across Canada. Since 1987, we've offered unbiased advice through tax planning, estate strategies, and portfolio management. Our nationwide network of certified advisors delivers personalized solutions aligned with client goals.

Focus Wealth Management provides comprehensive wealth management solutions, specializing in diversified investment portfolios and strategic financial planning for high-net-worth families. Our Quiet Investing approach combines public and private market assets to optimize risk-adjusted returns. Headquartered in Toronto, we serve Canadian clients with a focus on legacy preservation and generational wealth transfer.

Longview Asset Management specializes in long-term investment strategies through its proprietary Longview Portfolio. We provide tailored wealth management solutions focused on capital preservation and growth. Our disciplined approach combines rigorous research with client-centric service.

Equate Asset Management specializes in customized investment solutions for individuals, institutions, and retirement plans. Our quantitative-driven approach combines architectural planning, engineering precision, and disciplined execution to create optimized portfolios. We focus on maximizing returns while minimizing risks through independent analysis and adaptive strategies tailored to each client's unique financial goals.

Goodreid Investment Counsel is an employee-owned investment management firm specializing in personalized portfolio solutions for Canadian and U.S. clients. We employ a disciplined investment philosophy focused on quality investments at optimal prices while maintaining fiduciary responsibility. Our services include customized asset allocation, quarterly performance reporting, and comprehensive financial planning for high-net-worth individuals and institutions.