Find wealth managers in Toronto

Baskin Wealth Management takes a disciplined team approach to managing your money and recognizes that each client has unique goals and attitudes towards risk. Your portfolio manager will assess your unique needs and develop a tailored strategy incorporating investment advice, tax services, retirement planning, estate planning and philanthropic goals

We are a full service wealth management and accounting firm that merges technology with financial practices to provide the most up to date and accessible experience for our clients, while keeping your costs down. Having a well-defined investment strategy is important. It serves as a road map to prepare for decisions that might otherwise be based on

We offer a sophisticated approach to managing your wealth by creating tailored strategies to meet your short and long-term needs. A relationship with us means a relationship with a team of established wealth management advisors. With a combination of education and experience and a firm knowledge of the financial industry, we have earned a reputation

Lorne Steinberg Wealth Management exists to serve its clients through delivering strong long-term returns, managing risk and protecting capital. Through our disciplined approach, we aim to grow capital over time within a lower risk framework, while providing exceptional client service. Lorne Steinberg Wealth Management is an independent investment

BCU Wealth Management is a full-service boutique investment firm that creates customized financial planning solutions for individuals, families, businesses, foundations, trusts, and non-profit organizations. Our holistic, personal approach to wealth management considers your entire financial outlook which allows us to design an investment portfolio

It might sound obvious, but it's often overlooked, that wealth creates complexity. Understanding, tracking, investing, diversifying, monitoring, protecting, growing, managing. Clients of Bell Kearns & Associates have described us as Chief Investment Officers for foundations and families. What we do is take away the complexity - but not the control

Provisus offers high net worth individuals integrated wealth management and leading-edge investment strategies that until now were only available to multi-million dollar institutional investors. Provisus Wealth Management is unique in the Canadian marketplace, as an independent provider of investment services to ensure each portfolio is best suited