Where do you need Financial Advisors?
We’ll connect you with the best Financial Advisors in Scarborough in minutes. Start your search and get free quotes today!
Whether you’re looking for quotes or you’re ready to hire, or if you’d like to speak with some Scarborough-based Financial Advisors, we can help.
First time looking for an Financial Advisor and not sure where to start? Let us do the legwork for you. Tell us about your project and we’ll send you a list of Financial Advisors in Scarborough to review.
There’s no pressure to hire, so you can compare profiles, read previous reviews and ask for more information before you make your decision.
Best of all - it’s completely free!
We’ll help you find Financial Advisors in Scarborough. Help us refine your search by telling us your requirements and we’ll contact service providers in your area to help you.
You’ll receive free quotes from professionals in Scarborough and get quick notifications via our website or app. We make sure we do the leg work for you!
Pick from some of the best providers in your area. With easy access to reviews and direct contact with Financial Advisors, you can be confident with your choice.
Scarborough
We educate the public and financial planners who want to achieve better success, using proven strategies that are superior to the traditional methods that no longer work in the modern world. Traditional methods that we have been taught by investing with Banks and Insurance companies work if you are saving money but not if you are trying to build wealth for a secure financial future.
Michael Picken
Dan takes an unconventional approach to investing that I found refreshing.
He took time to explain his strategies that require understanding and a tolerance for risk. Then you choose what’s the right fit for you.
The upside has been the growth actualized in my accounts.
I have also learnt so much from the experience. What I now know helps me to ask better questions , and make better decisions around how I manage my investments
Mike
Scarborough
We are a Financial brokerage with over 16 years of experience in this business, offering Financial services as Retirement planning, Debt management, Income protection, Children planning and Estate planning. We Help families to achieve their financial goals.
Scarborough
At Nexero, we redefine the landscape of investment, blending cutting-edge technology with a commitment to empowering our users. As a leading platform, we specialize in strategic investment, leveraging advanced AI algorithms for precise and profitable transactions across diverse markets. Why Choose Nexero? AI-Powered Precision: Our platform is driven by state-of-the-art artificial intelligence, ensuring precise and strategic investment decisions.
Gerald
Easy going guy, tell it as it is, does not beat around the bush too much and has time to talk to you when you need to discuss something. Never had the pleasure of meeting him in person, however all is well for the past 4 years. The arbitrage trading that their company developed is nice however a bit complicated for me but it is lucrative. Works only with commision so basically even if you don't go with him, you will still get to talk to him and you might get some handy advice as well.
Scarborough
With over 24 years experience as a financial advisor, I offer my clients a wide array of services and advice ranging from estate planning to investment and portfolio recommendations and tax planning. Furthermore, my expertise in budgeting, insurance and debt consolidation/mortgages offers clients complete and trustworthy financial service provision. As an Estate Planner I specialize in effective, efficient and often complex Estate Tax strategies, Wealth Preservation strategies for legacy purposes as well as the establishment of beneficiary designations that can often bypass the Estate (and thereby save time and thousands of dollars in probate, legal and executor fees).
Heather Harvey
We have been working with George since 2007 and very nicely survived the 2008 recession and the most recent 2020 Covid related unofficial recession. George is always available, provides thoughtful, knowledgeable advice, with always our best interests and risk tolerance in mind. He listens to our concerns and feedback, we have an in-depth discussion and we arrive at an agreement. George calls when he has a concern, responds quickly when we have a concern or question, and we meet regularly to discuss our portfolio. Although we travel south for the entire winter, we still communicate when needed.
We trust George implicitly and highly recommend him to provide excellent financial advice.
Scarborough
Empowerment of families thru financial education. When was the last time an advisor show you where their own money is invested? Here is why only someone who built wealth must teach you how to do it, that is what sets me apart because as a first-generation Canadian, and like many, I faced challenges with managing money without a financial background cause school doesn't teach that here.
Scarborough
At Team Dauntless, we believe in taking charge of your financial future. Our team of experts will guide you through the process of building and protecting your wealth. We provide financial education and empower families to make informed decisions about their finances. We believe that everyone deserves a chance to achieve financial freedom.
Carisa Rodriguez
It’s been a pleasure working with Lisa, Stephanie and Gio! I really appreciate their team for taking their time to help me make an informed decision on the best way to save/ invest my money given my current situation. They are all so genuine and care so much about their clients - they helped me create a plan that makes the most sense. The only thing is, I wish I had learned about financial education much earlier so I could have started saving money years ago. But it’s never too late to start right :)
I’m recommending their team to my family and friends for all of their financial needs! Thank you once again.
Scarborough
At AplusWealth, we educate our clients about all aspects of their finances, ensuring they have the necessary tools to make the best decision. All of our advisors at AplusWealth are amazing financial planners who create creative financial solutions, execute them well, and keep monitoring them to achieve their goals. To AplusWealth, the essential aspect is delivering years of experience and knowledge to our clients to equip them with the necessary tools to make the right decision for their financial future.
Scarborough
I provide Financial Planning services. Services that I offer: - Help to set up financial goals and build a realistic plan to achieve them - Help to accumulate money and manage them efficiently - Help to build wealth faster by saving more taxes and investing systematically - Help to build a retirement nest egg for your golden days - Ensure financial security by assessing and managing risks
Scarborough
I help individuals and families make confident financial decisions through tailored planning. With expertise in tax and estate strategies, investments (RRSP, RESP, non-registered), and insurance solutions (life, disability, critical illness, long-term care), I provide clear guidance to protect and grow your wealth.
Scarborough
AK Actuarial & Education Inc. is a privately owned incorporation providing professional actuarial and educational services to public and private sector organizations and individuals. AK Actuarial & Education Inc. was founded by Ahmed Khan, an independent actuary and educator.
Scarborough
Karma Financial has been catering to different individual and businesses with over ten years of industry experience. We treat each of our clients as a top priority and adopt only ethical and honest approaches to help them succeed in their financial goals. Our dedicated team of experts ensures that we cater to each of your individual goals, help you understand the nuances of financial planning, setting you on a rewarding journey.
Raymond James is an NYSE Listed Firm, a Member of the S&P 500 and is known in Canada as Raymond James Ltd. Raymond James Ltd. is an independent investment firm not owned by a bank. As a Chartered Investment Manager at Raymond James, I clarify your values, articulate your goals, and commit you to the right strategy to achieve your goals by specific dates. For client value, I coordinate professional affairs, consolidate accounts to lower financial risks, share a vision of your future, provide context to your investments, and give perspective on the impact of having your home in peak financial order. You will derive value from time spent whether we work together or not. Michael Korman, Raymond James Ltd.
I help clients to secure enough money to live comfortably in retirement to help children and grandchildren, being able to travel, afford a new home, or donate to a favorite charity. We forge lifetime relationships with clients we choose to serve and genuinely like. I help you make good financial choices.
I am from a dairy processing family where entrepreneurship provided a path to family prosperity. Hard work, focus, dedication, a sense of empathy and adventure, kindness and integrity, combine to create my financial practice at Raymond James.
We guide our clients in a thoughtful process to clarify their values, articulate their goals and then commit them to achieve their goals by specific dates. For value we coordinate outside professionals, consolidate all assets to have one level of risk, give context to your financial plan and strategy, share a vision of your future and then help you gain perspective on getting your financial home in progressively good order. You would participate in our Ideal Client Community.
Yes. We are a national team that can serve our clients across Canada. We use Zoom meetings.
