Browse the Top 52 Financial Advisors Serving Toronto, ON

Donville Kent Asset Management specializes in long-term equity investments, focusing on compounding growth through rigorous analysis of management teams, valuations, and return on equity. Our strategy emphasizes differentiated portfolios with minimal index overlap, leveraging proprietary research to deliver consistent outperformance since 2008.

CIBC offers comprehensive banking services including personal accounts, business solutions, and investment products. Our digital platforms provide secure 24/7 access to financial tools like mobile banking and Interac e-Transfer. With nationwide accessibility initiatives and CDIC-insured deposits, we combine traditional banking excellence with modern convenience.

Barrantagh Investment Management specializes in value-based portfolio management, offering customized investment strategies for private clients, institutions, and advisors. Our ESG-integrated approach combines fundamental research with capital preservation principles to deliver risk-adjusted returns. With over 25 years of experience, we provide focused Canadian and global equity strategies, fixed income solutions, and sustainable investing options.

Bell Kearns & Associates is an independent financial advisory firm specializing in wealth management for high-net-worth individuals and institutions. We provide outsourced Chief Investment Officer services, leveraging decades of expertise to deliver personalized, risk-conscious strategies. Our independence ensures unbiased recommendations focused on long-term growth and client satisfaction.

SEI Investments Company provides integrated technology and investment solutions for financial institutions, connecting wealth management, asset management, and banking operations globally. Our platforms simplify complex processes through custody services, business process outsourcing, fund administration, and advanced cybersecurity. We empower clients with tailored investment strategies, regulatory compliance, and data-driven insights to drive innovation and growth.

Focus Wealth Management specializes in creating customized investment strategies and wealth management solutions for Canadian high-net-worth families, endowments, and foundations. Our approach emphasizes diversified portfolios across public, private, and alternative markets to achieve risk-adjusted returns. Headquartered in Toronto, we combine institutional-grade resources with personalized service to help clients secure their financial legacy.

Infinity Finance & Investment offers expert tax, accounting, investment, and insurance services to individuals and small businesses in Toronto. Specializing in financial planning for professionals and entrepreneurs, we manage $5.4 million in assets while delivering personalized solutions that maximize refunds and optimize wealth growth.

Timbercreek Financial provides structured mortgage loans to commercial real estate investors, focusing on income-producing properties. We specialize in shorter-duration financing solutions with flexible terms for bridging capital improvements, acquisitions, and redevelopments. Our disciplined underwriting and active management deliver risk-adjusted returns for investors while addressing gaps in traditional banking services.

Lorne Steinberg Wealth Management is an independent Canadian investment firm specializing in discretionary portfolio management. We employ a value-based investment philosophy focused on capital preservation, risk management, and long-term growth through fundamental research and strategic diversification. Our services cater to private clients and institutional investors seeking personalized wealth management solutions.

Rempart Asset Management Asset Management is a Montreal-based investment firm offering discretionary portfolio management for individuals, corporations, and foundations. We prioritize steady performance with low volatility through disciplined, cash-flow-driven strategies. Our team of experienced portfolio managers tailors investments to clients' unique financial goals, combining equity and fixed income expertise to balance growth and risk management.

YouFirst Financial provides personalized wealth management and financial planning services across Canada. Specializing in discretionary investment management and comprehensive financial strategies, we help individuals, families, and trusts achieve long-term financial goals through retirement planning, estate guidance, and tax-efficient solutions. Our fiduciary commitment ensures every decision prioritizes client interests.

Longview Asset Management provides disciplined, long-term investment solutions through its proprietary global stock portfolio. We specialize in helping high-net-worth individuals, families, and charities grow capital safely while maintaining low volatility. Our client-centric approach combines personalized financial planning with transparent communication and shared investment principles.

ABC Funds specializes in managing diversified investment funds focused on long-term capital appreciation and income. We offer tailored portfolio strategies across Canadian and U.S. equities and fixed-income securities, leveraging deep market expertise and fundamental research. Our client-aligned approach ensures disciplined risk management and transparent communication.

BCU Wealth Management is a Canadian financial advisory firm offering personalized investment strategies and wealth planning solutions. Since 2002, we've helped clients achieve financial security through retirement planning, tax optimization, and estate management. Our team partners with Raymond James Ltd. to provide access to comprehensive investment tools and expert market guidance.

WhiteGold Tax & Accounting offers expert accounting, tax preparation, and debt management services tailored to individuals and businesses. Specializing in real estate accounting, tax optimization, and corporate restructuring, we prioritize client-centric solutions to ensure financial compliance and growth. Our team combines technical expertise with personalized service to navigate complex financial challenges efficiently.

Peregrine Investment Management is a top-ranked Canadian hedge fund specializing in small-cap growth equities. We target long-term outperformance through disciplined analysis of technology, healthcare, and financial sectors. Our strategy combines macroeconomic insights with ground-level stock expertise to deliver absolute returns for accredited investors.

Epic Capital Management is a financial advisory firm specializing in diversified investment strategies across hedge funds, venture capital, and private equity. We focus on capital preservation, risk management, and delivering consistent returns through innovative approaches in Canadian markets and health technology sectors.

Ridgewood Capital specializes in investment management services, focusing on long-term growth and client-specific financial goals. The firm serves high-net-worth individuals, foundations, institutions, and Indigenous clients with personalized portfolio strategies. Their approach emphasizes conservative growth, active market adaptation, and direct client collaboration.

Green Flow Financial is a Toronto-based mortgage brokerage specializing in tailored financing solutions for homeowners, investors, and developers facing traditional lending challenges. We offer construction loans, specialized mortgage products, and renovation funding with personalized service. Our expertise in alternative financial pathways helps clients secure quick approvals and competitive rates across Ontario.

Security Financial Services & Investment provides personalized financial planning and wealth management solutions, specializing in tax, estate, and retirement planning since 1978. Our certified advisors use a six-step process to create customized strategies that preserve and grow client wealth. We combine independent product selection with strategic partnerships to deliver comprehensive financial solutions.

Paul Goldstein Financial Service specializes in customized estate and retirement planning solutions. We develop guaranteed, tax-effective financial strategies using proprietary G.E.M. technology to maximize asset value and income. Our services cater to individuals and businesses seeking long-term financial security and wealth preservation.

Clifton Blake is a fully integrated real estate builder and operator specializing in urban infill mixed-use developments in Toronto. We deliver sustainable growth through private REITs, mortgage funds, and advisory services while prioritizing capital preservation and investor returns. Our vertically integrated model ensures quality control across all phases of real estate lifecycle management.

Yorkville Asset Management is an independent investment firm offering tailored wealth management solutions for high-net-worth individuals, institutions, and family offices. We specialize in discretionary portfolio management, risk mitigation, and personalized financial planning using proprietary analytical tools. With offices in Toronto, Ottawa, Calgary, and Vancouver, we serve clients seeking long-term capital growth and protection.

Queensbury Strategies is an independent financial advisory firm providing comprehensive planning and investment services since 1987. We specialize in personalized financial strategies including tax planning, estate management, and portfolio optimization. Our nationwide network of certified advisors delivers unbiased advice tailored to individual client objectives.

Provisus Wealth Management offers discretionary portfolio management services for high-net-worth individuals, corporations, and trusts. We provide tailored investment strategies using stocks, bonds, and ETFs, with a focus on long-term growth and risk management. Our team of CFA charterholders and experienced professionals ensures clients receive expert guidance aligned with their financial objectives.

MacNicol & Associates Asset Management provides tailored investment solutions for high-net-worth clients, combining public markets with private assets like real estate and hedge funds. Specializing in risk-managed, tax-efficient strategies, the firm prioritizes long-term capital preservation and growth through evidence-based decision-making. With a focus on transparency and client collaboration, they deliver institutional-quality portfolio management adapted to individual financial objectives.

Options Technology delivers high-performance IT infrastructure and cloud-enabled managed services to global capital markets firms. We specialize in ultra-low latency market data connectivity, secure application hosting, and enterprise-grade cybersecurity solutions. With 24/7 support across 13 international locations, we serve over 600 financial institutions including investment banks, hedge funds, and exchanges.

Kilmer Group is a Toronto-based investment platform specializing in Private Equity, Infrastructure & Real Estate, and Sports & Media sectors. With a legacy of operational excellence spanning over 50 years, we partner with management teams to drive sustainable growth through strategic investments. Our family office structure enables flexible, long-term commitments while maintaining a disciplined approach to capital allocation.

Larocque Group Private Wealth Management provides customized financial planning services focused on tax-efficient investments, estate planning, and retirement strategies. Since 1996, we've helped clients achieve financial stability through personalized wealth management solutions. Our expertise spans portfolio management, insurance planning, and intergenerational wealth transfer, supported by a team of certified professionals.

Silvercreek Management Inc. is a Canadian investment management firm specializing in tailored strategies for accredited investors. Founded in 2000, the company offers two distinct fundsSMI Defensive and SMI Opportunitiesthat focus on mitigating market volatility and generating long-term returns. Registered with the Ontario Securities Commission, Silvercreek Management combines actuarial precision with hedge fund expertise to deliver solutions aligned with investor goals.

Watt Carmichael is a full-service investment management firm specializing in personalized wealth management solutions. We offer customized portfolio management, investment advice, and financial planning services for individuals, families, and businesses. Our independent, client-first approach focuses on long-term capital preservation and growth through daily portfolio monitoring and strategic adjustments.

Oakmont Capital Management provides independent investment advisory services, specializing in wealth management, institutional consulting, and family office solutions. We serve clients nationwide with a fiduciary-driven approach, offering customized portfolio strategies and transparent reporting. Our expertise spans retirement planning, estate optimization, and multi-generational wealth transfer.

ECC Group is a Toronto-based financial advisory firm providing ethical, comprehensive financial planning and investment services to individuals and families since 1974. We specialize in personalized financial strategies, including retirement planning, tax optimization, and asset management, delivered through fee-based advice and ongoing client education. Our team of accredited professionals prioritizes client interests, leveraging decades of experience and partnerships with industry experts to deliver tailored solutions.

Raymond James Investment Counsel provides independent wealth management and investment advisory services to individuals, families, and institutions. With a history dating back to 1840, we offer customized portfolio management solutions through a multi-strategy platform. Our team of experienced portfolio managers delivers unbiased advice and tailored investment strategies designed to meet diverse financial objectives.

Fedorsen Fredrick S provides personalized financial planning and wealth management services, specializing in retirement strategies, estate planning, and insurance solutions. We offer tailored investment profiles and a wide range of financial products to meet individual and corporate needs. Our experienced team delivers strategic advice focused on long-term financial security and tax-efficient wealth preservation.

Goodwood provides alternative investment strategies focused on capital preservation and growth for institutional and high-net-worth clients. We specialize in equity special situations, corporate credit analysis, and value-driven portfolio management. Our disciplined approach combines bottom-up analysis with tactical flexibility across asset classes.

SOL Global Investments Corp. pioneers institutional-grade blockchain investment through systematic Solana token acquisition, staking, and strategic venture investments. As a publicly traded company, we offer unprecedented exposure to the Solana ecosystem by combining traditional investment discipline with decentralized finance opportunities. Our operations focus on building lasting value through professional custody solutions and active network participation.

Path Financial Group offers tailored investment management and financial planning services to individuals and families across Canada. Specializing in long-term wealth strategies, estate planning, and tax optimization, we combine personalized service with access to top-tier financial expertise. Our team prioritizes client education and transparent communication to build enduring trust.

Argosy Partners is a private equity firm specializing in providing liquidity solutions for shareholders of owner-managed businesses. We partner with owner-managers to build enterprise value through strategic investments, operational improvements, and exit planning. With a focus on businesses valued between $5M-$25M, we offer tailored financial advisory services and growth capital to facilitate succession planning and business sales.

Rubach Wealth is a family office service provider specializing in holistic financial planning for high-net-worth individuals and families. We coordinate wealth management, estate planning, tax optimization, and intergenerational transfer strategies through a personalized, values-driven approach. Our team of certified professionals delivers integrated solutions that align financial decisions with clients' personal and business objectives.

Luminus Financial is a member-owned credit union offering comprehensive banking services including high-interest savings accounts, flexible chequing options, mortgages, and personal loans. We prioritize community investment and member benefits through our not-for-profit model. Our financial products are designed to empower individuals and families with competitive rates and personalized service.

Sun Life Global Investments provides comprehensive investment solutions tailored to Canadian investors. We offer a diverse range of products including mutual funds, ETFs, segregated funds, insurance GICs, and payout annuities. Our focus is on delivering innovative, client-driven strategies that balance growth, income, and protection to meet long-term financial goals.

Whylie Financial provides personalized financial advisory services in Toronto, Ontario. Specializing in investment planning, insurance solutions, and retirement strategies, we empower clients with tailored financial plans. Our client-focused approach combines over 40 years of industry expertise with a commitment to long-term financial security.

Creative Planning Financial Group provides comprehensive financial advisory services specializing in insurance planning, wealth management, and corporate benefits solutions. With over 50 years of experience, we help individuals and businesses navigate complex financial decisions through personalized strategies. Our independent advisors prioritize client advocacy while delivering tax-efficient solutions for long-term financial security.

Woodgate Financial provides comprehensive wealth management services for individuals, executives, and business owners. Our specialized financial planning process addresses investment strategies, tax optimization, and estate planning. With a client-first approach, we coordinate complex financial affairs to deliver tailored solutions that maximize long-term value.

Newport Private Wealth provides integrated wealth management solutions for high-net-worth individuals and families. Our services combine sophisticated investment management with comprehensive financial planning, focusing on asset protection, tax optimization, and intergenerational wealth transfer. We deliver personalized strategies through proprietary funds and institutional-grade alternative investments.

Osprey Capital Partners is a leading Canadian investment bank offering M&A, financing, and strategic advisory services to mid-market companies. With 25+ years of experience and a proven proprietary process, we help businesses achieve optimal outcomes through tailored solutions. Our national team specializes in connecting clients with capital sources and strategic partners.

Salentica provides specialized CRM platforms for wealth management professionals. Our solutions enable financial advisors to streamline client relationships, portfolio management, and operational workflows through customizable software integrations. With three distinct CRM options, we serve RIAs, broker-dealers, and enterprise wealth firms seeking to enhance client service and business efficiency.

Kurt Rosentreter provides expert financial planning and wealth management services, specializing in tax-efficient strategies, estate planning, and retirement income design. With over 30 years of experience, we offer personalized solutions tailored to individual client needs. Our team combines advanced credentials with a transparent, client-centric approach to deliver comprehensive financial advisory services.

Goodreid Investment Counsel provides personalized investment management services for individuals and institutions, specializing in customized portfolio strategies since 1986. Our disciplined approach combines active management with fiduciary responsibility to achieve long-term financial goals. We serve clients across Canada and the United States through transparent reporting and tailored financial planning.

Brookfield Asset Management is a global investment firm specializing in infrastructure, renewable energy, real estate, private equity, and credit management. With $1 trillion+ in assets under management, we deliver long-term value through operational expertise and disciplined capital deployment. Our diversified portfolio spans 30+ countries, focusing on essential assets that drive economic growth and sustainability.

Newhavenam offers tailored investment advisory services specializing in dividend-focused portfolios. We deliver sustainable returns through high-quality, dividend-paying securities with long-term growth potential. Our client-centric approach combines tax-efficient strategies, low management fees, and personalized portfolio construction.