Where do you need Financial Advisors?
We’ll connect you with the best Financial Advisors in Toronto 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 Toronto-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 Toronto 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 Toronto. 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 Toronto 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.
Toronto
Edward Jones is a full service brokerage firm that has been recognized by J.D. Power as #1 in Investor Satisfaction for 8 years in a row. I am process-oriented, using an approach rooted in three pillars: Care, Competence, and Collaboration. Care is a discovery process to learn what's most important to you - your goals, values, and prioritization of them. Competence is building an investment strategy tailored to your specific situation.
Rosalie Pike
I am so fortunate to have been connected with Josh. Feom our first phone conversation he made me feel like a real person not just another investor. I really appreciate how he arranged our next call according to my schedule and he collected a lot of information that I later realized was very important to deciding my financial goals. I highly recommend him. I will be recommending him to my mother and friends.
Toronto
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.
Rushi
Dan Emerson is a great person with abundant knowledge in wealth management strategies. He is also a great coach with providing insights to market situation and guiding me through to structure investments and creating tax savings strategies. His website has lot of information to grasp and he is always there to reach out. Highly recommend to anyone who is looking to gain knowledge in investments/tax savings and grow their portfolio. Wish I know him 10 years which would have put me in more savings/organized investment portfolio.
Toronto
We help Professionals & Executives assess, plan, and implement successful retirement plans by following a disciplined process that addresses the major issues that need to be addressed during & after their employment.
Toronto
Raymond James Ltd., is a subsidiary of Raymond James Financial, which is an NYSE Listed Firm and Member of the S&P 500. YOU FIRST ! is the culture of Raymond James. Raymond James Ltd., Canada is an independent investment firm not owned by a bank. Our team practice is National, focusing on British Columbia, Alberta and Ontario. I possess 27 years of balance sheet portfolio and comprehensive financial planning emphasis.
Toronto
After working as an equity trader for over 25 years, I now share my wealth of investment knowledge with my clients! My services and advice are free! I only earn commission from the companies I recommend for you!
Toronto
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).
Heinz Hauch
George is a very knowledgeable advisor who has taught me more about investing in a sound financial portfolio then any predecessors I have worked with in the past. His exemplary relationship building skills and friendly demeanor immediately put me at ease and made what are often stressful decisions that much easier. I am confident in his ability to provide accurate, timely financial advice and genuinely feel that this will evolve into a long term strong znd trusting relationship.
Toronto
Are you struggling with a specific money matter that is needing some serious attention? Well, I can definitely help you! I provide a high-touch money management coaching program that gives women 1-on-1 support to move them from stressed and worried to confident and empowered about their money stuff. Although my program is geared towards women, I do at times also work closely with couples and men.
Anne-Sophie
I debated working with a financial coach for a long time before I bit the bullet. My partner and I were about to buy a house together and felt it was time to get my finances in order.
I was hesitating because I was afraid I would get judged by how I make/spend or that I would "waste" someone's time by working with them.
I could not have been more wrong - Alice made me feel welcome and worked through all the numbers with me. She gave me really actionable steps and advice to implement to improve my situation and have more financial security. She made the entire process easy and I genuinely felt that she was there to support me.
Toronto
The journey towards financial prosperity starts with proper education, guidance and discipline. We encourage our clients to treat their finances like a successful business by taking advice from professionals and also being engaged in the process. Client and Advisor Success becomes a partnership and winning together is the goal. Our Mission is to help create empowering financial end goals while protecting and improving your lifestyle.
Nancy Korenic
“My finances made me sick”
I have been working with Araceli for just over 1 year now and it has absolutely changed my life. I am a professional and making great money has never been an issue for me however managing it was!
I have always known that ‘its not how much you make, its how much you save’ and sadly saving was never really a priority for me until my husband and I started a family. We then got serious and began to dabble in stocks, real estate and Seg funds always getting direction from so called “experts” but never really getting ahead.
Its was only after going through a health crisis and having to dip into our savings that I realized that we were in big trouble. My health was quickly declining and our savings was rapidly being depleted. My income took a hard hit when I got sick and I was no longer capable of providing for my family in the same capacity.
Upon meeting Araceli I was sceptical and thought she was going to be just like the other advisors I had done business with in the past. I put meeting with her off for almost a year because I was embarrassed about my situation and really believed that I was way beyond her help. I wanted to “clean things up” before I let her see the financial mess I believed I was in. What a mistake on my part!!!!!
Over the last year, Araceli has helped me look at, organize and bring light to my finances in a way that I didn’t think was possible. In this last year, since I began working with her, I have been able to pay off more than $60k of debt, increase my entire family’s life insurance, increase our savings and investments all while having a spending account that allows me to spend money without feeling guilty. Please know that all of this happened without me increasing my income, just better guidance and money management.
Now 1 year later, my finances are in order and I am on track for accumulating real wealth. I have more spending money then ever before and the best thing is my health has improved greatly. Araceli seriously saved me and I cannot thank her enough.
Toronto
I partner with my client to make smart decisions about their money. I am a Chartered Life Underwriter and Certified Health Insurance Specialist who specializes in risk mitigation strategies and Tax & Estate planning services. I offer savings/investments for RRSP, RESP and non-registered accounts in addition to Tax & Estate Planning. I use comprehensive Insurance Planning to protect my client from the unexpected with life insurance, disability and critical illness insurance, long-term care insurance.
Toronto
Find Your Way Forward Whatever your life’s goals, as a financial professional I can help design a strategy tailored to your specific needs. Since founding in 2001, every decision has been guided by our mission to help individuals create the life they want to live, while protecting their loved ones and planning their financial legacy. Offering access to a diverse portfolio of insurance, retirement, savings, and wealth-building strategies, our licensed agents across North America help guide individuals from where they are to where they want to be.
Bruce Mc
There are not enough words that can express my gratitude! You have change my financial life for the better , big time. More than i could ever imagine , very knowledgeable, caring person towards her clients , looking forward to continue working with you to gain more financial goal's with you. , thanks Bruce Mc
Toronto
I am a Certified Financial Planner (CFP) and Tax Accountant, helping my individual and corporate clients with tax planning, wealth accumulation and insurance planning. I help my clients in reducing taxes, filing tax returns, managing their investment and retirement portfolio and protecting their family and assets by choosing right type and amount of insurance. I build comprehensive financial plan for my clients, implement and review it on regular intervals.
Toronto
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
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. Global Opportunities: Seamlessly navigate a world of possibilities as we empower you to invest across diverse markets. User-Centric Design: Whether you're a seasoned investor or new to the scene, our user-friendly interface makes investing intuitive and accessible. Strategic Excellence: Nexero stands out for its expertise in strategic investment, transforming market differences into profitable opportunities. At Nexero, we're not just a platform; we're your strategic partner in navigating the dynamic world of investment. Join us on this journey, and let's shape the future of smart investing together.
Helping Clients Achieve Financial Goals: Guiding clients toward their financial objectives, whether it's wealth accumulation, retirement planning, or investment growth is deeply satisfying for me.
Problem Solving: I enjoy the challenge of analyzing complex financial situations and developing tailored solutions to meet my clients' needs.
Building Relationships: Establishing and nurturing long-term relationships with clients is one of the most fulfilling aspects of my job. Being a trusted advisor and helping clients navigate their financial journey is rewarding.
Continuous Learning: The financial industry is dynamic, and I often appreciate the opportunity for continuous learning. Staying updated on market trends, investment strategies, and financial planning techniques keeps my job intellectually stimulating.
Impact on Lives: Making a positive impact on my clients' lives by providing sound financial advice and helping them secure their financial future brings a sense of purpose to my role.
Autonomy and Entrepreneurship: I value the autonomy that comes with managing their practice. Building a book of business and having the opportunity to run their own financial advisory firm is gratifying.
The decision to start a business is often motivated by a combination of factors, including personal passion, identified market opportunities, the desire for independence, or the goal to address a specific need in the market. Individuals may also be inspired by a vision to make a positive impact, pursue a lifelong dream, or contribute to their community.
As a seasoned financial advisor, I bring a wealth of expertise and knowledge to the table. My deep understanding of financial markets, investment strategies, and economic trends allows me to provide informed guidance tailored to your unique needs. With years of experience in the industry, I have honed my skills to offer comprehensive financial advice that delivers results.
I take a personalized approach to financial planning, recognizing that each client has different goals, risk tolerances, and financial situations. By taking the time to understand your individual circumstances, I can create a customized financial plan designed to help you achieve your objectives. Your success is my priority, and I am committed to crafting strategies that align with your specific aspirations.
My track record speaks for itself. Over the years, I have helped numerous clients navigate the complexities of financial planning and investment management, delivering positive outcomes and peace of mind. I believe in transparency and clear communication every step of the way, ensuring you are fully informed and confident in your financial decisions.
At Nexero, we prioritize our clients' interests above all else. With a client-centric focus, we strive to exceed your expectations and provide unparalleled support throughout your financial journey. Whether you have questions, need guidance, or require assistance, I am here to help, offering accessible support whenever you need it.
Innovative solutions are at the heart of what we do. By leveraging cutting-edge tools, technologies, and investment approaches, we stay ahead of the curve and deliver forward-thinking strategies that drive success. Our holistic approach to financial planning encompasses all aspects of your financial life, from retirement planning to estate planning, ensuring a comprehensive strategy that addresses your evolving needs.
Your financial well-being is my top priority. With a commitment to excellence and a dedication to your success, I am here to guide you towards a brighter financial future.
I predominantly offer my financial services online for several compelling reasons:
Convenience and Flexibility: Remote services provide unparalleled convenience, allowing clients to engage with me from the comfort of their homes or offices. Virtual meetings offer flexibility in scheduling, making it easier for clients to fit financial consultations into their busy lives.
Time Efficiency: By harnessing the power of virtual meetings and online tools, I streamline processes to save clients valuable time. This means less time spent commuting to appointments and more time focusing on what matters most.
Accessible Expertise: Regardless of geographical distances, my remote services make expertise easily accessible. Clients can tap into my financial knowledge and guidance without being limited by location constraints, ensuring they receive the support they need, wherever they are.
Secure Communication: Rest assured, I prioritize the security of our communications. I utilize secure online platforms for confidential discussions, document sharing, and financial transactions, providing peace of mind for all parties involved.
Technology Integration: I leverage cutting-edge technology to enhance the client experience. From video conferencing to financial planning software, these digital tools contribute to a seamless and efficient service that meets the needs of today's tech-savvy clients.
Real-Time Updates: With remote services, clients receive real-time updates on their financial portfolios and market changes. This ensures they stay informed and can make timely decisions without the delays associated with traditional communication methods.
Reduced Costs: Remote services often translate to cost savings for clients. By eliminating the need for travel expenses or in-person meeting fees, I offer cost-effective solutions without compromising the quality of financial advice.
Global Reach: My remote services enable me to serve clients not only locally but also globally. This expanded reach opens up opportunities for clients who appreciate the ability to work with a financial advisor without borders.
By embracing online financial services, I strive to deliver a convenient, efficient, and secure experience that meets the diverse needs of my clients, wherever they may be.
Not much, just told them to stay home, since we rarely meet, the difficult part was to get my elderly clients to operate online, however we got there and now it is the way they are used to doing it, and they are happy about it.
4.80/5.00
based on 1,024 reviews
The average rating for Bark Financial Advisors in Toronto is 4.80, based on 1,024 reviews.
