Find financial services in Toronto

CLN Finance offers individuals an alternative lending option, to help them obtain a personal loan. As a parent of a student, you must be overwhelmed by countless expenses comprising of transportation, food, clothes and supplies. CLN Finance was created to assist individuals who do not meet conventional bank lending guidelines. We are a specialized

Kurt Rosentreter is ready to help with all aspects of your financial affairs: from investing, tax consulting and estate planning to pre-retirement, post-retirement, insurance and cash flow management among other planning needs. Kurt is the financial advisor Toronto relies on to take the stress out of managing money, while also helping reach their goals

GreenFlow Financial's CEO, Reza Ghazi, has been selected as one of the mortgage professionals on CMP's 2021 Hot List as one of the leaders who overcame the challenges that 2020 brought to the industry. We know - it can be tough if you're self-employed, an entrepreneur, or a small business owner. That's why here at Greenflow Financial we go the extra

We help our clients define and realize their financial goals. We have developed a dynamic, innovative and independent financial service organization to provide a broad range of insurance and investment solutions for our clients. With 48 years of experience working with families, business owners and professionals, we appreciate the challenges that come

Whether professionals, business owners, or executives, our clients are ready for the next stage in bespoke wealth management services. Whatever the goal - wealth accumulation and management or retirement, estate, and decumulation planning - Castlemark has the vision and expertise to tailor a plan for you. Castlemark's approach integrates a structured

Leonard Tam Professional Corp. has been advising businesses and individuals in the Toronto area since 1990. Let us be your trusted CFO. Much of what we do starts with listening, being there for you in times of need and being proactive. It starts with returning phone calls. Whether it be tax or business strategy, the core to successfully assisting you

Woodgate Financial Inc. (Woodgate) is a financial planning firm dedicated to providing our clients with comprehensive wealth management to help you make the most of your financial life. Our clients include individuals, corporate executives and business owners. While each client is different, they all have one key factor in common: they are busy people

CI Financial is an independent company offering global wealth management and asset management advisory services. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Through a history of growth

Salentica puts an incredible array of features right at your fingertips, with the ability to configure countless more. We've automated the repetitive, delved deep into analytics, and integrated the very best tools to curate the most powerful web-based financial CRM available. Salentica helps improve activations, create better campaigns, and optimize

Our mortgage servicing team will work with you to expertly address any requests, issues and concerns as they arise. Jennifer Froment oversees the commercial servicing division. She is responsible for the strategic direction of the team and all aspects of commercial servicing operations. She has more than 15 years of experience in audit, accounting and

At Whylie Financial we take pride in providing top quality, professional investment advice, with a personal focus that creates innovative solutions tailor made for our clients. We understand how to operate in a competitive market. Our mission is to empower you and your family financially, to provide the security and freedom we all seek. At Whylie Financial

While Luminus Financial is a comparably new brand within the Canadian credit and financial services sector, its origins date back to 1951. Founded by a group of Toronto Star employees, Starnews Credit Union was dedicated to providing personal banking products and services that members weren't able to get at the larger banks. It was our first step in

Foran was founded in 1987 and is regarded by many industry insiders as the number one independent educator for financial services in Canada. Foran earned this reputation by having excellent staff instructors, an incredible support team and an enviable list of associate instructors who are leaders in their professions. Foran Financial Institute provides

Your financial plan is driven by what is important to you. Let's have a conversation to develop a deeper understanding of your relationship with your finances to design a plan that reflects your values and what you are trying to achieve. As a lawyer, you are busy focusing on your career. This usually can result in your finances being neglected. Our

Your fiscal health is our #1 priority. We'll align your financial strategies and life goals with a thorough review, reporting, and actionable advice. From life events such as marriage and retirement, to charitable giving, estate planning and more, we'll help you lay a solid financial foundation. Without hidden fees or agendas, we handle portfolio manager

Canadian Green Fund is a financial accelerator for low-carbon energy, efficiency, conservation and sustainability projects in Canada - from coast to coast to coast. Canadian Green Fund uses a technology agnostic approach to providing non-threatening, enabling equity capital across Canada. In the 'News' area the Canadian Green Fund regularly provides

We are a specialty Investment Management Firm. We build and manage conservative growth and income portfolios for institutional and private client investors. We understand your time is valuable so we work with you to eliminate the superfluous and focus on the meaningful. Learn about the rarely mentioned additional investment risks that can severely impair

You've worked hard and done well. Now is the time to ensure that you and your loved ones can enjoy the rewards of your efforts for decades to come. Whether you're planning for the future, considering retirement options or contemplating your legacy, the experts at WEALTHdesigns.ca can assist you every step of the way. Our process, based on years of

IFII specializes in accounting, especially in the cases of tax, audit and business valuations. We work closely with our clients and offer expert advice to ensure maximum returns. We combine products provided by the most respected insurance providers into a custom package that meets your personal or business needs. We offer a wide range of investment

We're focused on being an ally to the industry. Our Tipstoday platform allows restaurants, salons & personal care establishments to eliminate the need for cash and run a more efficient business without extra overhead. But it does more than that, it gives the staff faster access to their earned wages and gratuities in a free and convenient way, with

To us, "independent financial advice" sounds like the only kind that should be available. Yet the landscape is dominated by advisors who can only be described as conflicted or handcuffed - options that don't sound like they have a customer's best interest at heart. Queensbury Group is home to truly independent financial advisors supported by a firm

If you are a first-time homebuyer, getting professional advice is a great place to start. We specialize in the kind of education that can help get new homebuyers off to a great start! If you're carrying high interest credit card debt that has caused your cash flow to slow, find out how you can roll that debt into your mortgage so you can save on interest