Top Financial Planners & Wealth Managers in Toronto, Canada for 2022-2023

Toronto is the most populous city in Canada, and that kind of large population draws a significant number of financial advisory firms to serve local residents.

Over the past few years, the effects of living in a global pandemic have been financially draining. Many people who previously might not have considered partnering with a financial advisor are now trying to find a firm to work with to help them manage their finances and grow their wealth more responsibly.

How do you know which are the best wealth management firms in Toronto that will uphold industry standards, give you valuable advice, and offer the right financial services for your needs?

AdvisoryHQ has a strict selection process that is designed to identify the best financial advisory firms in multiple cities across Canada, the United States, and the UK.

From our top-rated list, you can easily narrow down your options to just a few to meet with in order to find a perfect fit.

How do you know which financial planning firm in Toronto is best for your needs?

We’ll go over some key things to look for in a top Canadian financial advisor as well as tips on how to refine your options and weed out firms that may not be a good match.

You’ll also find important information below about the different fee structures and what you need to know about “fee-based” and “fee-only” Toronto wealth management firms.

So, if you’re ready to take control of your finances and find a professional that can help you make smart financial decisions and a plan for the future, read on for the list of top financial planning firms that Toronto has to offer.

Award Emblem: Top 10 Best Financial Advisors in Toronto, Canada

10 Best Financial Advisors & Planners in Toronto, Canada in 2022-2023 | Brief Comparison & Ranking

Top-Rated Toronto Financial Advisors2022-2023 Ratings
Caring for Clients5
Cumberland Private Wealth5
De Thomas Wealth Management5
Frontwater Capital5
HighView Financial Group5
Newport Private Wealth, Inc.5
Objective Financial Partners Inc.5
PWL Capital5
Stewart & Kett Financial Advisors Inc. 5
TriDelta Financial5

Table: Top 10 Best Financial Advisors in Toronto, Canada | Above list is sorted by rating

See Also: Best Financial Advisors in Ottawa & Montreal, Canada

Tips for Selecting a Top Financial Advisor in Toronto

When you’re looking through websites of wealth management firms in Toronto, Ontario, they may all appear to be the same at first. However, knowing a few key things to look for in a financial advisor can help you begin to differentiate one company from another.

Here are some tips on things to keep in mind as you’re researching the best Toronto financial advisors that will help you zero in on your perfect match.

What are their Fees and Fee Structure?

Knowing how much a Toronto advisor is going to charge you is important and can lead you to choose one firm over another to get a better value. You’ll want to look for a firm that has its fees listed clearly on its website, which lets you know the firm values transparency.

You should also know which fee structure they operate under:

  • Fee-Based: The firm accepts commissions from companies that sell financial products.
  • Fee-Only: The firm DOES NOT accept commissions from companies that sell financial products.

Many fee-based firms are also set up as fiduciaries which helps to counteract the inherent conflict that can come from earning commissions on financial products. A fiduciary is legally bound to act in their clients’ best interests at all times.

best financial advisors in toronto

Top-Rated Toronto Financial Advisors & Wealth Management Firms

What Types of Clients Do They Work With?

Some firms work with clients from all walks of life, while others lean toward high-net-worth individuals. Knowing if a Toronto financial advisor requires a minimum amount of investable assets can help you differentiate between firms you might consider.

What Services Do They Offer?

You’ll also want to know what other services a financial planning firm in Toronto offers beyond just financial planning and investment management. For example, some firms may offer accounting, insurance, or tax services.

Do They Have a Specialty?

Some Toronto financial advisors will specialize in retirement planning, while others might focus on small business owners. You can often find an excellent fit for a financial partner if they have a specialty that matches your situation or financial planning goals.

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2022-2023 AdvisoryHQ’s Selection Methodology

What methodology does AdvisoryHQ use in selecting and finalizing the credit cards, financial products, firms, services, and products that are ranked on its various top-rated lists?

Please click here “AdvisoryHQ’s Ranking Methodologies” for a detailed review of AdvisoryHQ’s selection methodologies for ranking top-rated credit cards, financial accounts, firms, products, and services.

Detailed Review – Best Financial Advisors in Toronto, Canada

Below, please find the detailed review of each firm on our list of top 2022-2023 advisors and financial planners in Toronto. We have highlighted some of the factors that allowed these Toronto financial advisory firms to score so high in our selection ranking.

Click on any of the names below to go directly to the review section for that firm.    

Click below for previous years’ rankings:

Caring for Clients Review

Founded in 2000, Caring for Clients is a top Toronto financial advisory firm created to offer a more complete lifecycle of client care. The firm works with a variety of client types including busy executives and professionals, business owners, pre-retirees, and those who were recently widowed.

As stated on this Toronto wealth management firm’s FAQ page, they “do not receive commissions on investment products”. The firm charges a fee for service as a percentage of assets under management. However, for insurance they may receive a commission.

We always recommend you confirm a financial advisory firm’s fee structure before securing their services.

Key Factors That Enabled Caring for Clients to Rank as a Top Financial Planner in Toronto

Women Leaders in Business

Rona Birenbaum founded Caring for Clients with the goal to provide a full spectrum of wealth management services. Today, the firm employs an experienced Toronto financial advisory team, which is composed primarily of female advisors and support staff.

In an industry where women are historically under-represented, this team of female advisors helps Caring for Clients stand out as a top Toronto financial advisor that is committed to diversity. This offers clients the benefit of a more robust financial strategy from multiple perspectives.

Caring for Clients - toronto financial advisors

2022-2023 Top Toronto Financial Advisors

Wide Array of Financial Services

Clients looking for multiple financial services under one roof will appreciate the wide range of services available from this Toronto financial planning firm.

The team at Caring for Clients applies their full spectrum of financial perspectives and industry experience to a wide range of financial needs, including:

  • Initial Consultation: Your advisor will conduct a thorough discussion of your finances, expenses, and future plans to get the ball rolling on your strategy.
  • Comprehensive Personal Plan (Individuals and Couples): Advisors complete an integrated review, conduct evaluations, and provide comprehensive financial recommendations.
  • Comprehensive Financial Plan (Business Owners): These plans provide additional expertise for the unique challenges faced by business owners.
  • Retirement Planning: The firm provides a tax-efficient, worry-free approach to planning for a financially secure retirement.
  • Insurance Planning: Your advisor will help you develop strategies to minimize risk while growing wealth in a tax-efficient manner.
  • Investment Planning: The firm also provides second-opinion services to evaluate existing investment portfolios.
  • Estate Planning: Advisors provide helpful education on overcoming obstacles to create an efficient estate plan.

Rating Summary

Caring for Clients provides a detailed fee list and operates under a fee-for-service structure. The firm puts the customer first in everything they do and strives to always provide unbiased, expert financial guidance to help its clients achieve their goals.

With a talented team, a broad range of financial services to choose from, and a philosophy of always looking out for their client, Caring for Clients scores 5 stars as one of the best financial advisors in Toronto to consider partnering with in 2022-2023.

Related: Ranking of the Best Financial Advisors in Calgary, Alberta

Cumberland Private Wealth Review

Cumberland Private Wealth is an independent financial advisor in Toronto that is deeply committed to its clients’ prosperity. The firm has been working with families, individuals, and foundations since 1997. Cumberland also has additional offices in Calgary and Kingston.

This top Toronto wealth management firm is a fiduciary and a leading independent wealth manager that places no middlemen between you and the people managing your money. On top of that, they personally invest in the same strategies you do.

As always, we recommend verifying the fee structure before partnering with any Toronto wealth management firm.

Key Factors That Enabled Cumberland Private Wealth to Rank as a Top Financial Planner in Toronto

Expert Portfolio Construction Process

As a top-rated Toronto wealth management firm, Cumberland’s client portfolios are designed with six key elements:

  • Insight: Secular trends, investment themes, geo-political events, and economic factors are considered in the creation of your portfolio.
  • Strategy: Asset classes, themes, and regions are considered as well.
  • Conviction: The firm utilizes disciplined, proven strategies designed to maintain consistency throughout fluctuating markets.
  • Teamwork: The Toronto financial advisors at Cumberland share ideas and collaborate to offer clients the benefit of multiple viewpoints.
  • Wisdom: Investment managers have an average of 18 years of experience.
  • Integrity: The firm’s advisors offer unbiased stock selection based on independent research.

Cumberland Private Wealth - financial advisor in toronto

Top Toronto Wealth Management Firms for 2022-2023

Seasoned Team

If you’re looking for the best Toronto financial advisor who can handle the complexity of any financial situation, the team of accredited, experienced professionals at Cumberland will not disappoint.

As one of the top-rated investment firms in Toronto, Cumberland employs a large team with an impressive range of industry certifications, including:

  • FCA – Fellow Chartered Accountant
  • FCPA – Forensic Certified Public Accountant
  • BAS – Bachelor of Applied Science
  • CFA – Chartered Financial Analyst
  • CIM® – Chartered Investment Manager
  • CFA – Chartered Financial Analyst
  • CAIA – Chartered Alternative Investment Analyst
  • MBA – Master of Business Administration
  • MSc – Master of Science in Management
  • CFP® – Certified Financial Planner
  • FCSI – Fellow of CSI

Many of these certifications come with strict requirements for fiduciary duties and ongoing education, ensuring that clients receive advice that is both up-to-date and in their best interests.

Rating Summary

Cumberland Private Wealth takes a customized approach to portfolio management. Their team-based philosophy delivers expert insights and excellence for their clients. This financial advisor in Toronto has the goal of giving its clients the freedom to follow their passions.

With a commitment to putting their clients’ needs first, a talented and dedicated team, and a long-term approach, Cumberland Private Wealth solidifies a 5-star rating as one of the best investment firms in Toronto to consider partnering with in 2022-2023.  

 De Thomas Wealth Management Review

Promoting a culture of independence, De Thomas Wealth Management is a top-rated financial advisor located just north of Toronto in Richmond Hill, Ontario. The firm provides holistic financial services to investors from nine locations throughout Canada.

De Thomas provides unbiased advice that is “never motivated by commissions or incentives from outside influences or financial products.” This provides assurance to clients that they will receive advice that is completely in their best interests.

Key Factors That Enabled De Thomas Wealth Management to Rank as a Top Toronto Financial Advisor

Investment Process

As one of the best investment firms in Toronto, the investment strategy at De Thomas Wealth Management Corp. is comprised of three main components:

  • Diversification
  • Asset Allocation
  • Minimizing Fees

First, your Toronto financial advisor will focus on ensuring your financial plan is diversified. They will create a portfolio that includes a wide array of bond and security investments, preventing you from falling victim to market volatility.

Next, your Toronto financial advisor will manage your investments with an emphasis on expert asset allocation. Each investment made on your behalf is based upon extensive research, includes a long-term target, and is recalibrated as needed.

The advisors at De Thomas Wealth Management will also work to keep your fees at a minimum. The firm uses cost-efficient products that help save you money and are also tax efficient.

De Thomas Wealth Management Corp - toronto financial advisor

Best Toronto Wealth Management Firms Ranking

Private Wealth Advisory Services

High-net-worth families, individuals, and foundations with investable assets in excess of $5 million are eligible for Private Wealth services. This division offers wealthy investors the following benefits:

  • Experience
  • Personal Approach
  • Lower Fees
  • Safety
  • Disciplined Investment Process
  • Fully Integrated Solutions

These robust, integrated services are tailored to high-net-worth clients and are not limited to investment advice. All investment and wealth planning services are handled by a team of experienced advisors who get to know you personally in order to understand the complexities of your financial situation. 

Rating Summary

De Thomas boasts over three decades of experience providing expert financial guidance to help clients protect and grow their wealth. Their independent fee structure is coupled with a pledge to provide unbiased advice that is “never motivated by commissions or incentives.”

With a well-seasoned team, a tax-efficient approach, and a wide range of services, De Thomas Wealth Management scores a 5-star rating as one of the best investment firms in Toronto to consider partnering with in 2022-2023.

Popular Article: Top Financial Advisors & Wealth Managers in the US & UK | Ranking Lists

Frontwater Capital Review

Founded in 2009, Frontwater Capital is a top boutique wealth management firm in Toronto that works with successful professionals, corporate executives, and business owners. The firm excels in providing tailored solutions to fit each unique circumstance.

Most importantly, the firm’s main focus is its clients. This boutique investment advisor offers financial advice that is independent and free of the “conflicts of interests” that you may see with large financial institutions. As always, we recommend that you confirm the fee structure before contracting with any financial advisor in Toronto.

Key Factors That Enabled Frontwater Capital to Rank as a Top Toronto Financial Advisor

Option-Licensed Portfolio Managers

Frontwater’s expert knowledge of stock-option investing and risk management makes this firm unique. It believes that the traditional, “long-only” asset allocation investments used by most financial firms do not provide investors with enough risk protection.

For this reason, the team of Toronto financial advisors at Frontwater utilizes stock option investments that provide the ultimate protection for its clients while maximizing returns. This allows the firm to:

  • Establish attractive entry points on a particular stock.
  • Offer lower average costs.
  • Institute opportunistic profit-taking.
  • Insure portfolios from potential market downturns.

Frontwater Capital - financial advisors in toronto

Top Financial Planning Firms in Toronto

Independent Research

This top-rated financial advisory firm in Toronto, Ontario conducts independent market research before suggesting financial products. This allows the firm to make decisions grounded in:

  • Sound Financial Analysis
  • Reliable Fundamental Data
  • Quantitative Stock Selection Techniques

With this approach, Frontwater is able to use investment techniques that are normally only accessible to large companies, providing a unique value to their clients whose portfolios benefit from this strategy.

Rating Summary

Frontwater Capital employs “cream of the crop” talent with a variety of industry certifications. Clients benefit from a diverse array of talent, including risk management experts and accounting specialists.

With a unique strategy for addressing portfolio risk, a philosophy of innovation, and a commitment to quantitative stock selection techniques, Frontwater Capital earns a 5-star rating as one of the top Toronto financial advisors to consider partnering with in 2022-2023.

Read More: What are the Average Financial Advisor Fees & Costs?

HighView Financial Group Review

With the goal of bringing peace of mind to their clients, HighView Financial Group is a top-rated Toronto wealth management firm that offers financial counseling to affluent Canadian families and foundations.

Based in Oakville, Ontario, this boutique investment firm upholds a fiduciary standard of care with a duty to put its clients’ best interests first. As always, we recommend verifying the compensation structure before partnering with any Canadian financial advisor.

Key Factors That Enabled HighView Financial to Rank as One of the Top Toronto Wealth Management Firms

Outsourced Chief Investment Officer Process

Clients looking for someone they can trust will appreciate the opportunity to work with an outsourced Chief Investment Officer (CIO) at HighView.

The CIO acts as a fiduciary and has a legal obligation to protect your best interests while offering completely unbiased financial advice for both risks and opportunities. Your outsourced CIO can assist with:

  • Investment Stewardship: As one of the top investment firms in Toronto, HighView operates with no conflicts of interest and considers only your needs.
  • Goals Assessment: HighView strives to fully understand your investment goals, expected deadlines, and level of risk tolerance in order to create a truly personalized portfolio.
  • Asset Management: Based on your goals assessment, a team of Toronto financial advisors will keep a close eye on your portfolio and make any necessary changes.

HighView Financial Group - toronto financial planners

2022-2023 Top Financial Advisors & Wealth Managers in Toronto

Working with Affluent Families

HighView specializes in serving the needs of affluent families and assisting them with lifestyle management, retirement planning, education funding, wealth transfer, and more. All services are provided from a value-driven foundation of:

  • Collaborative Decision-Making
  • Consistent Portfolio Reviews
  • Open-Door Policy
  • Fiduciary Advisory Services
  • Financial Education

HighView believes in offering a truly collaborative process, employing advisors who take the time to explain strategies and help you gain insight into your financial future.

As one of the top investment firms in Toronto, HighView also offers helpful insights into the financial system and the investment process, making the entire experience much more comprehensive for you and your family. 

Rating Summary

HighView believes in providing goals-based portfolio construction and practical investment planning. Their focus on education offers additional value to clients, giving them greater knowledge that can help them make good financial decisions in the future.

With a talented and attentive team, an unbiased fiduciary commitment, and a specialty in family financial management services, HighView solidifies its 5-star rating as one of the best wealth management firms in Toronto to consider partnering in 2022-2023. 

Related: 10 Questions to Ask a Financial Advisor

Newport Private Wealth, Inc. Review

Newport Private Wealth is a Toronto-based financial advisory firm that takes a client-centric and team-based approach to wealth management. They enjoy working with clients of all wealth levels and all levels of investment experience.

They are structured as a fee-based financial advisory firm that upholds a fiduciary standard, which means they’re legally obligated to provide unbiased advice that’s always in their clients’ best interests.

Key Factors That Enabled Newport Private Wealth, Inc. to Rank as One of the Best Toronto Wealth Management Firms

Strong Value Proposition

As one of the top-rated investment firms in Toronto, Newport Private Wealth is committed to providing its clients with comprehensive and expert service. Since they welcome investors of all ages and wealth levels, they’re a great option for new investors.

For new clients, there are plenty of convincing reasons to choose Newport, including:

  • Exclusive Focus on Individuals & Families
  • Holistic Wealth Management
  • Independent Ownership
  • Client Alignment
  • Dynamic Diversification
  • Less Risk & Volatility
  • Exceptional Professional Team
  • Independent Money Managers
  • Extraordinary Customer Service

Newport Private Wealth - toronto financial planner

Best Wealth Managers & Financial Advisors in Toronto

Highly Talented Team

For many clients, finding the best Toronto financial advisor means choosing a staff of accredited, experienced professionals who can tackle a variety of financial challenges.

As one of the top investment firms in Toronto, Newport Private Wealth employs a large team with an impressive range of industry certifications, including:

  • CFA – Chartered Financial Analyst
  • CPA – Certified Public Accountant
  • CA – Chartered Accountant
  • FCA – Fellow Chartered Accountant
  • CLU – Chartered Life Underwriter
  • CFP® – Certified Financial Planner
  • CIWM® – Certified International Wealth Manager
  • CIM – Chartered Investment Manager

Many of these designations come with strict requirements for fiduciary duties and ongoing education, ensuring that clients receive advice that is both up-to-date and in their best interests.

Rating Summary

Newport Private Wealth offers holistic wealth management with a singular focus on individuals and families, allowing clients to benefit from their laser focus and alignment.

With a dynamic and independent approach, a commitment to putting their clients first, and a talented and experienced team, Newport Private Wealth scores a 5-star rating in our 2022-2023 Ranking of Best Financial Advisors & Investment Management Firms in Toronto, CA.

Objective Financial Partners, Inc. Review

Founded in 2012, Objective Financial Partners, Inc. has just recently celebrated its 10th anniversary. Based in Markham, Ontario, this firm offers local financial planning services to clients in Toronto as well as throughout the world via online communication platforms.

This fee-only, advice-only financial planning firm in Toronto is looking to enrich its clients’ lives by providing unbiased, objective financial, tax, and estate planning advice.

Key Factors That Enabled Objective Financial Partners, Inc. to Rank as One of the Best Financial Planning Firms in Toronto, Canada

Wide Array of Financial Planning Services

Not only does Objective Financial Partners offer a wide array of financial planning services in Toronto, but it also services a wide range of clients. This firm works with clients of all net worth ranging from zero to several million dollars.

Some of the financial planning services that Objective Financial Partners offers are:

  • Fee-Only, Advice-Only Financial Planning: The firm offers unbiased, conflict-free financial planning that integrates all areas of your personal finances.
  • Retirement Planning: Objective Financial Partners’ team of experienced advisors will help you plan for the future and build your own unique retirement plan.
  • Investment Planning: While these Toronto financial advisors won’t tell you what stocks to pick, they can help you with your asset allocation, tax efficiency, decumulation strategies, performance evaluation, and fee assessment.
  • Tax Planning: The firm offers both tax planning and tax preparation services to provide solutions for all of your unique needs.
  • Estate Planning: Advisors can help clients with the preparation of all the tasks needed for the distribution of assets and legacies.
  • Financial Coaching Consultation: The team provides consultations to address general financial concerns, questions, and issues. This service is a great solution for someone just looking for one-off financial guidance without developing a full-blown plan.
  • Employee Financial Planning: This service helps keep top talent focused on corporate interests by ensuring their personal finances are in order with a professional who has their best interests in mind.

Objective Financial Partners - financial planner in toronto

Fee-only Financial Advisors in Toronto, Canada

Experienced Team and Educated Team

Even though Objective Financial Partners has been in business for 10 years, this team of financial advisors has an impressive combined experience of 120 years. This well-educated team of advisors in Toronto holds many different certifications.

Here are some of the certifications and designations that these financial planners hold:

  • Certified Financial Planner (CFP)
  • Personal Financial Planner (PFP)
  • Chartered Investment Manager (CIM)
  • Fellow of Canadian Securities Institute (FCSI)
  • Chartered Life Underwriter (CLU)
  • Trust and Estate Practitioner (TEP)

Rating Summary

Objective Financial Partners has positioned itself as a reliable fee-only, advice-only financial firm that can work with you to streamline your finances. On top of that, this Toronto financial planner doesn’t sell any products whatsoever.

For all of the aforementioned reasons, we have awarded Objective Financial Partners, Inc. a 5-star rating on our 2022-2023 ranking of the Best Financial Advisors & Investment Management Firms in Toronto, Canada.

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PWL Capital Review

PWL Capital was founded in 1996 to give Canadian families a better wealth management experience. This top-rated Canadian financial advisory firm has offices in Toronto, Ottawa, Montreal, and Waterloo to best serve clients throughout the country.

This fee-based Toronto financial advisor is also a fiduciary, meaning they must adhere to a legal obligation for transparency and for putting their clients’ interests ahead of their own.

Key Factors That Enabled PWL Capital to Rank as a Top Toronto Financial Planner

Integrated Approach to Wealth Management

The most successful mix of financial management includes both wealth management and financial planning services for a fully integrated approach. PWL adopts this holistic strategy by integrating both facets into its services. Their services include:

  • Setting Objectives: Advisors conduct in-depth consultations with new clients to learn their current and future financial and business goals.
  • Retirement and Estate Planning: The firm will help you maximize cash flow, optimize investments, and protect assets.
  • Institutional-Style Portfolio Management: The team will assist clients with custom-tailored discretionary portfolio management.
  • Tax Planning and Preparation: The firm provides tax-efficient portfolio construction, in-depth tax planning, reporting, and return preparation.
  • Income and Asset Protection: This service integrates life, disability, and critical illness insurance with tax and estate issues.

PWL Wealth Management - top financial advisors in toronto

Top-ranked Wealth Management Firms in Toronto, Canada

Building Your Personalized Portfolio

The team of top-rated Toronto financial advisors at PWL will take the time to craft a personalized portfolio designed to address your distinct needs and goals for the future.

To accomplish this, PWL has a step-by-step process that ensures they fully understand your investment needs and goals.

Their process involves:

  • Discovery Meeting: PWL will review your current financial state, identify your goals, and brainstorm ideas for achieving them.
  • Proposal Meeting: At your next meeting, a Toronto financial advisor who has evaluated your situation will present a draft of a customized plan for moving forward.
  • Commitment Meeting: If you decide that PWL’s proposal is the right plan for you, you will sign the appropriate documents to begin your relationship with PWL.
  • Progress Meetings: These meetings serve as an opportunity for the team of top Toronto financial advisors to keep you updated with the status of your accounts, while also acting as an open forum to ask any lingering questions.
  • Review Meetings: These meetings keep both you and your Toronto financial advisor up-to-date. You’ll have the opportunity to share any changes to your finances and receive updates on your investment progress. 

Rating Summary

PWL Capital believes in evidence-based investing without the guesswork.

Clients can rest easy knowing their portfolio is not only designed according to their unique needs and goals but is also based on scientific methods and academic research.

With multiple client resources, a collaborative approach, and a strong fiduciary commitment, the team at PWL easily solidifies the firm’s 5-star rating as one of the best independent financial advisors in Toronto to consider partnering with in 2022-2023.

Stewart & Kett Financial Advisors Review

For over two decades, Stewart & Kett has been providing expert financial advisory services based in Toronto to clients throughout Canada and across the world.

As a fee-only (also known as advice-only) Toronto financial planner, Stewart & Kett is fully committed to each client’s financial future.

The firm offers a wide range of financial services including financial planning, investment management, and tax services.

Key Factors That Enabled Stewart & Kett to Rank as a Top Toronto Financial Planner

Fee-Only, Advice-Only

As an advice-only firm, the Toronto financial planners at Stewart & Kett provide clients with the option of working on either a retainer or an hourly basis.

These Toronto financial planners are completely objective and do not accept any 3rd party commissions or incentives, so their advice is never tied to a certain financial product or referrals. This leaves them free to offer advice that’s completely in their clients’ best interests. 

Also key to the approach of this top Toronto wealth manager team is their caring approach to making sure clients feel completely comfortable disclosing everything about their finances. This ensures that clients receive the most relevant guidance possible.

Wide Range of Financial Capabilities

For many clients who are looking to find the best Toronto financial advisor – the more services; the better. Most people prefer a firm that can accommodate a diverse range of financial needs.

Personal financial goals and situations are subject to change over time, and the Toronto financial planners at Stewart & Kett are prepared to handle these changes with a wide array of services. Their comprehensive selection of financial services includes:

  • Financial Check-Up: Provides a complete overview of your financial health including goals, income, expenses, assets, debts, insurance, and estate needs.
  • Financial Planning: Includes Family Office, Cash Management, Retirement, Risk Management, Estate Planning, and Charitable Giving services.
  • Investment Consulting: Consists of portfolio assessment, ETF portfolio management, and portfolio manager research and selection.
  • Tax Services: Includes Personal and Corporate Tax Services.

Stewart & Kett Financial Advisors - independent financial advisor in toronto

2022-2023 Best Financial Advisors in Toronto, CA

Rating Summary

Stewart & Kett strives to make a genuine connection with each of their clients in order to fully understand their goals and help them craft a plan to reach them. The firm believes in creating a professional yet friendly atmosphere for all of its clients.

With a flexible payment structure and a focus on long-term relationships, as well as a talented and approachable team, Stewart & Kett easily earns a 5-star rating as one of the best financial advisors in Toronto to consider partnering with in 2022-2023.

TriDelta Financial Review

With a goal to deliver holistic solutions at an excellent value, TriDelta Financial is a Toronto-based financial advisory firm with additional offices in Oakville and Edmonton. They offer financial peace of mind for individuals and families.

The firm states that, “as an independent company, we do not benefit from selling one particular product over another.” However, we recommend verifying the compensation structure before contracting with any financial advisor in Toronto or elsewhere.

Key Factors That Enabled TriDelta Financial to Rank as a Top Toronto Financial Advisor

Comprehensive Approach

As one of the top-rated financial advisors in Toronto, TriDelta offers a wide range of investment planning, wealth management, and insurance-based services.

This benefits TriDelta clients because they can get multiple financial needs handled under one roof. Aside from wealth planning and investment management, these top Toronto financial planners also offer insurance and a variety of financial consultations.

For example, the firm works with contracted mortgage brokers in the event that a TriDelta client has a mortgage-related question. Offering convenient access to these consultant partners puts this Toronto financial planning firm ahead of the competition.

TriDelta Financial - investment firms in toronto

Top Toronto Wealth Management Firms in 2022-2023

Strong Value Proposition

If you’re evaluating whether or not TriDelta is a good fit for your financial needs, the firm provides six key components—or value propositions—of working with TriDelta to help you gain more insight into the firm.

These include:

  • All advisors share the highest level of professionalism, integrity, and client focus.
  • The advisory team works for you and gets paid accordingly.
  • Wealth advisors act like the ‘Family Doctor’ by creating customized plans.
  • Wealth advisors provide a coordinated plan and team-based advice.
  • The total fees for working with TriDelta are often half the cost of competing Toronto financial advisors.
  • The firm offers access to the best product solutions regardless of the company.

Rating Summary

TriDelta’s holistic approach to providing financial services ensures clients receive personalized help from experts in a variety of financial specialty sectors. This provides additional value and ensures that all clients’ financial strategies are fully integrated.

With a strong team of professionals, a wealth of financial education resources, and a variety of talent, TriDelta Financial earns 5 stars as one of the best financial advisors in Toronto to consider partnering with in 2022-2023.

Popular Article: How to Find a CFP You Can Trust | Complete Guide

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Conclusion – 2022-2023 Top 10 Best Financial Advisors in Toronto, Canada

Everyone’s needs differ when it comes to financial planning, which is important to keep in mind when choosing the best Toronto financial advisor to work with. Whether you’re in the high-net-worth category or just starting out building up your assets, one of the top firms listed above can help you create a tailored plan.

Once you’ve considered differentiating factors, like the wealth levels required by each firm listed above or the specialties they offer, you should be able to narrow down this list to about 3 to 4 that you feel could be a good fit.

Many of the best Toronto wealth management firms offer a complimentary initial call or meeting so you can ask specific questions, tell them a little about your financial goals, and decide whether they’re a good match for you. Setting up a consultation should be the next step in your search for the top financial advisor in Toronto, Canada.

After finding the best financial advisor in Toronto to work with, you can enjoy increased peace of mind knowing your financial future is secure. Best of luck with your search!

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Financial Advisors in Toronto, Canada