Choosing the right financial planner can make a big difference in achieving your financial goals. Whether you’re planning for retirement, managing investments, or just looking for expert advice, it’s important to find a professional you can trust.
Toronto is home to many skilled financial planners, but finding the best one can be a challenge. To help, we’ve put together a list of the 8 best financial planners in Toronto, known for their expertise and personalized service.
When selecting the best financial planners, we focus on several key factors to ensure you receive top-quality service:
Expertise & Credentials
We prioritize financial planners with strong professional backgrounds, certifications (such as CFP or CFA), and proven expertise in their field.
Client Satisfaction
Reviews and testimonials are essential. We assess how well each planner meets their clients’ needs, emphasizing trust and long-term relationships.
Range of Services
The best financial planners offer a comprehensive range of services, including retirement planning, wealth management, tax strategies, and investment advice tailored to your needs.
Personalized Approach
A successful financial plan is not one-size-fits-all. We consider planners who provide personalized strategies that align with your unique goals and financial situation.
Transparency & Communication
Clear, open communication and transparent fee structures are essential. We ensure the planners we select are upfront about costs and are available to address client concerns regularly.
Photo Credit: Google
About Merrick Financial Inc:
Merrick Financial Inc. is one of Toronto’s top financial planners, known for offering personalized advice to help you reach your financial goals. Whether you need help with retirement planning, investments, or saving for the future, they’ve got you covered.
Services:
Merrick Financial Inc. offers a range of financial services, specializing in fee-only financial planning, meaning they do not sell financial products and offer unbiased advice. Their key services include:
- Financial Planning
- Retirement Planning
- Investment Analysis
- Ongoing Support
Services options:
Online appointments · On-site services
Website:
Address:
53 Coleridge Ave, Toronto, ON M4C 4H4, Canada
Contact Details:
- (416)-822-1702
- chris@merrickfinancial.ca
Hours of Operation:
- Monday to Friday, 9 AM–5 PM
- Saturday Closed
- Sunday Closed
Testimonials
| Review Source | Rating |
| Google Review | (65) |
| Criteria | Rating | Reason |
|---|---|---|
| Qualifications and Credentials | 4.8 |
Merrick Financial has well-qualified financial planners with certified credentials, including Certified Financial Planner (CFP), ensuring clients receive expert, unbiased advice. |
| Experience | 4.6 | Merrick Financial has been in practice for several years, with a strong reputation in retirement and business owner planning. |
| Specialization | 4.9 | The firm specializes in fee-only financial planning, offering unbiased services without selling financial products, and focuses on business owner planning. |
| Availability | 4.7 | While Merrick offers online and in-person consultations, appointments are only available Monday to Friday, limiting flexibility for clients with busy schedules. |
| Location | 4.6 | Centrally located in Toronto, the office is accessible, but parking and commuting in the downtown area may pose a challenge for some clients. |
| Customer Satisfaction | 4.9 |
Merrick Financial has garnered excellent reviews from clients, praising their personalized and professional approach. |
| Avg. Rating | 4.8 | Merrick Financial stands out as one of Toronto’s top financial planners, offering high-quality, personalized services, and consistently high customer satisfaction ratings. |
Photo Credit: Google
About Flatiron Wealth Management Inc.:
Flatiron Wealth Management Inc. is a financial planning company based in Toronto. They help people make smart choices with their money, whether it’s for saving, investing, or planning for retirement. They focus on giving each client personalized advice, so your financial plan matches your goals and needs.
The company helps with things like retirement planning, managing investments, and tax strategies. Their team works closely with clients, explaining everything in a simple way, so you always know what’s going on with your money. Flatiron Wealth Management believes in building strong, lasting relationships with their clients. They offer clear and helpful guidance, making sure you feel confident about your financial future.
Services:
- Wealth Management
- Life & Health Insurance
- Retirement Planning
- Estate Planning
- Corporate Planning
- Charitable Giving
Services options:
Appointments · On-site services
Address:
49 Wellington St E #400, Toronto, ON M5E 1C9, Canada
Contact Details:
- (416)-363-8880
- flatiron@flatironwealth.com
Hours of Operation:
- Monday to Friday 9 AM–5 PM
- Saturday Closed
- Sunday Closed
Testimonials
| Review Source | Rating |
| Google Review | (81) |
| Criteria | Rating | Reason |
|---|---|---|
| Qualifications and Credentials | 4.9 | Flatiron Wealth Management boasts a team with top-tier certifications, including CFP (Certified Financial Planner) and CFA (Chartered Financial Analyst), ensuring high-level financial expertise. |
| Experience | 4.8 | With over a decade of experience in the financial planning industry, Flatiron Wealth Management has established a strong reputation for helping clients achieve financial goals. |
| Specialization | 4.9 | The firm specializes in personalized wealth management services, including retirement planning, estate planning, and investment strategy, catering to high-net-worth individuals and families. |
| Availability | 4.6 | Flatiron offers flexible appointment options but primarily operates during weekdays, with limited availability during weekends. |
| Location | 4.7 | Located in a prime business district of Toronto, Flatiron’s office is easily accessible, though parking might be a challenge for some clients. |
| Customer Satisfaction | 4.9 | Clients consistently report high satisfaction with Flatiron’s personalized service, noting the firm’s attention to detail and commitment to long-term financial success. |
| Avg. Rating | 4.8 | Flatiron Wealth Management is highly regarded for its expertise, professionalism, and personalized approach, making it a trusted choice for wealth management in Toronto. |
Photo Credit: Google Maps
About Buxton Financial For Retirement
Buxton Financial specializes in helping people plan for their retirement. They focus on making sure their clients can save enough money and feel secure about their future. Whether you’re just starting to save or are close to retirement, they create personalized plans to fit your needs.
They offer a variety of services, such as retirement planning, investment advice, and ways to minimize taxes. Buxton Financial helps you make smart financial decisions so that you can enjoy a stress-free retirement. The team at Buxton Financial believes in simple, clear advice. They explain your options in an easy-to-understand way, making sure you’re always comfortable with your financial choices.
Services:
- Retirement Planning
- Private Corporate Strategy
- Managing an Inheritance
- Pension Decisions
- Divorce Settlements
Services options:
Online appointments · On-site services
Contact Details:
- (416)-628-4502
- letschat@buxtonfinancial.ca
150 King St W #232, Toronto, ON M5H 1J9, Canada
Hours of Operation:
- Monday-Friday 8:30 AM–6 PM
- Saturday Closed
- Sunday Closed
Testimonials
| Review Source | Rating |
| Google Review | (39) |
| Criteria | Rating | Reason |
|---|---|---|
| Qualifications and Credentials | 4.8 | The team at Buxton Financial holds relevant certifications and qualifications, ensuring they offer expert financial planning and retirement advice. |
| Experience | 4.7 | Buxton Financial has extensive experience in retirement planning, with several years in the field helping clients prepare for a secure financial future. |
| Specialization | 4.9 | The firm excels in retirement planning, investment advice, and tax strategies, making them highly specialized in preparing clients for a comfortable retirement. |
| Availability | 4.8 | Buxton Financial offers flexible online and on-site appointment options during weekdays, though weekend availability is limited. |
| Location | 4.8 | Their downtown Toronto location is convenient for many clients, though parking and accessibility might be a challenge in busy areas. |
| Customer Satisfaction | 4.8 | Clients consistently praise Buxton Financial for their clear, effective advice and personalized service, reflecting high satisfaction with their retirement planning. |
| Avg. Rating | 4.8 | Buxton Financial For Retirement is well-regarded for its expertise and client-focused approach, making it a top choice for retirement planning in Toronto. |
Photo Credit: Google Maps
About Bellwether Family Wealth
Bellwether Family Wealth helps families manage their money and plan for the future. They offer expert advice to make sure your finances are in good shape, whether you’re planning for retirement, saving for big goals, or just want to keep track of your investments.
Their services include retirement planning, where they help you prepare for a comfortable retirement. They also provide investment management to grow your money and tax planning to help you save on taxes. Plus, they offer estate planning to ensure your assets are handled according to your wishes. Bellwether Family Wealth works closely with clients, giving clear and helpful advice. They want to make sure you understand your financial choices and feel confident about your future.
Services:
- Financial plan
- Retirement projection
- Income diversification plan
- Education funding
Services options:
Online appointments · On-site services
bellvest.ca/family-wealth-toronto
Contact Details:
- (416)-364-5400
- info@bellvest.ca
330 Bay St. Suite 1302, Toronto, ON M5H 2S8, Canada
Hours of Operation:
- Monday-Friday 9 AM–5 PM
- Saturday Closed
- Sunday Closed
Testimonials
| Review Source | Rating |
| Google Review | (52) |
| Criteria | Rating | Reason |
|---|---|---|
| Qualifications and Credentials | 4.8 | Bellwether Family Wealth is staffed with highly qualified professionals holding certifications such as CFP and CFA, providing clients with reliable and expert financial advice. |
| Experience | 4.8 | The firm has extensive experience in financial planning, including retirement, investment, and estate planning, demonstrating a strong track record in the industry. |
| Specialization | 4.9 | Bellwether excels in a range of services, from retirement and investment management to estate and tax planning, showcasing their broad expertise in managing and growing wealth. |
| Availability | 4.7 | They offer flexible appointment options both online and on-site during weekdays, though weekend availability is not provided. |
| Location | 4.8 |
Situated in downtown Toronto, their office is conveniently located, though accessibility and parking can be challenging in a busy area. |
| Customer Satisfaction | 4.8 | Clients value the firm’s clear, comprehensive advice and personalized service, which leads to high levels of satisfaction and confidence in their financial planning. |
| Avg. Rating | 4.8 | Bellwether Family Wealth is highly recommended for its expert financial guidance and diverse range of services, making it a top choice for families managing their wealth in Toronto. |
Photo Credit: Google Maps
About Ryan M. Henderson at Edward Jones
Ryan M. Henderson at Edward Jones helps people manage their money and plan for their future. Ryan M Henderson works with clients to create custom financial plans that fit their personal goals. Whether you’re saving for retirement, buying a home, or just planning your finances, he provides advice tailored to your needs.
His services include helping with investment choices, retirement planning, and making sure you’re prepared for any future financial needs. Ryan aims to make financial planning easy to understand and helps clients feel confident about their decisions. He focuses on clear communication and making sure you know how your money is working for you.
Services:
- Charitable giving
- Retirement income strategies
- Retirement savings strategies
- Estate and legacy strategies
- Intergenerational planning
- Sustainable Investing
Services options:
Online appointments · On-site services
https://www.edwardjones.ca/ca-en/financial-advisor/ryan-henderson
Contact Details:
- (416)-485-5484
- ryan.henderson@edwardjones.com
150 York St Suite 912, Toronto, ON M5H 3S5, Canada
Hours of Operation:
- Monday – Friday 9 AM–5 PM
- Saturday Closed
- Sunday Closed
Testimonials
| Review Source | Rating |
| Google Review | |
| Criteria | Rating | Reason |
|---|---|---|
| Qualifications and Credentials | 4.7 | Ryan M Henderson is associated with Edward Jones, a reputable firm with a strong focus on client-centered financial planning. Ryan holds relevant certifications and training, ensuring reliable and professional financial advice. |
| Experience | 4.6 | With several years of experience in the financial industry, Ryan M Henderson has a solid background in investment and retirement planning, helping clients achieve their financial goals. |
| Specialization | 4.8 | Ryan specializes in a broad range of financial services, including investment planning, retirement strategies, and tax-efficient investing, providing comprehensive support for various financial needs. |
| Availability | 4.8 | Ryan offers both online and on-site consultations during standard business hours, though weekend appointments are not available, which might limit accessibility for some clients. |
| Location | 4.8 | Located in downtown Toronto, Ryan’s office is easily accessible, with a central location that benefits clients in the area. Parking might be challenging, but public transit options are available. |
| Customer Satisfaction | 4.8 | Clients appreciate Ryan’s clear communication and personalized advice, leading to high satisfaction with his services and a strong reputation for trustworthiness and effectiveness. |
| Avg. Rating | 4.8 | Edward Jones – Financial Advisor: Ryan M Henderson is highly recommended for his expertise and client-focused approach, making him a top choice for those seeking tailored financial planning in Toronto. |
Photo Credit: Google Maps
About Frontwater Capital
Frontwater Capital Toronto helps people manage their investments and plan their finances. They work with clients to create smart plans for growing their money and preparing for the future. Whether you need help with saving for retirement, managing your investments, or planning your financial goals, they provide expert advice.
Their services include investment management to make your money work harder, financial planning to help you reach your goals, and retirement planning to ensure you have enough savings for the future. They also focus on making sure their advice is clear and easy to understand. Frontwater Capital is all about helping you feel confident about your financial decisions.
Services:
- Financial Planning
- Wealth Management
Services options:
Online appointments · On-site services
Contact Details:
- (416)-903-9195
- invest@frontwater.ca
1920 Yonge St Suite 200, Toronto, ON M4S 3E2, Canada
Hours of Operation:
- Monday-Friday 8 AM–6 PM
- Saturday 9 AM–12 AM
- Sunday Closed
Testimonials
| Review Source | Rating |
| Google Review | (5) |
| Criteria | Rating | Reason |
|---|---|---|
| Qualifications and Credentials | 4.8 | The team at Frontwater Capital is composed of experienced financial professionals with relevant certifications and qualifications, ensuring high-quality financial planning and investment advice. |
| Experience | 4.7 | With a solid track record in the financial industry, Frontwater Capital has extensive experience in managing investments and providing comprehensive financial planning services. |
| Specialization | 4.8 | The firm excels in investment management, financial planning, and retirement strategies, offering a well-rounded approach to wealth management and financial goal setting. |
| Availability | 4.8 | Frontwater Capital offers flexible appointment options, including extended hours on weekdays and Saturday mornings, making it accessible for clients with varying schedules. |
| Location | 4.7 | Located on Yonge Street in Toronto, their office is central and convenient, though traffic and parking might be a challenge in the area. |
| Customer Satisfaction | 4.9 | Clients appreciate Frontwater Capital’s clear, actionable advice and comprehensive service, reflecting high satisfaction with their personalized financial planning and investment strategies. |
| Avg. Rating | 4.8 | Frontwater Capital Toronto is highly regarded for its expertise in investment management and financial planning, making it a top choice for those seeking effective and personalized financial solutions. |
Photo Credit: Google Maps
About PWL Capital Inc.
PWL Capital Inc. helps people with their financial planning and investment needs. They work with clients to make smart choices about their money to help them reach their goals. Whether you need help saving for the future, investing wisely, or planning for retirement, PWL Capital provides expert advice.
Their services include investment management, where they help you grow your money through smart investments. They also offer retirement planning to make sure you have a comfortable future. PWL Capital works closely with clients to create plans that fit their needs and goals. PWL Capital focuses on making financial planning easy to understand and tailored to each client.
Services:
- Financial Planning
- Portfolio Management
- Financial Wellness Coaching
Services options:
Online appointments · On-site services
Contact Details:
- (416)-203-0067
- info@pwlcapital.com
8 Wellington St E 3rd Floor, Toronto, ON M5E 1C5, Canada
Hours of Operation:
- Monday – Friday 9 AM–5 PM
- Saturday Closed
- Sunday Closed
Testimonials
| Review Source | Rating |
| Google Review | (5) |
| Criteria | Rating | Reason |
|---|---|---|
| Qualifications and Credentials | 4.8 | PWL Capital Inc. boasts a team of highly qualified financial professionals with relevant certifications and a strong track record in the industry, ensuring expert advice and reliable financial planning. |
| Experience | 4.7 | With a solid history in financial planning and investment management, PWL Capital Inc. has considerable experience in helping clients achieve their financial goals. |
| Specialization | 4.8 | The firm excels in investment management, retirement planning, and comprehensive financial planning, making them well-suited to address various financial needs and objectives. |
| Availability | 4.7 | PWL Capital offers online and on-site consultations during standard business hours on weekdays. While their schedule is accommodating, weekend appointments are not available. |
| Location | 4.8 | Situated in a central Toronto location, their office is accessible and conveniently located for local clients, though parking and traffic can be a concern in the downtown area. |
| Customer Satisfaction | 4.9 | Clients value PWL Capital’s clear, personalized financial advice and the tailored approach to wealth management, leading to high levels of satisfaction and confidence in their services. |
| Avg. Rating | 4.8 | PWL Capital Inc. is highly regarded for its expertise in financial planning and investment management, making it a top choice for individuals seeking comprehensive and customized financial solutions in Toronto. |
Photo Credit: Google Maps
About Blue Alpha Wealth
Blue Alpha Wealth helps people make smart choices about their money. They work with clients to create financial plans that fit their needs and goals. Whether you’re planning for retirement, saving for big purchases, or just managing your investments, Blue Alpha Wealth provides clear and helpful advice.
Their services include investment management to help your money grow, retirement planning to ensure a secure future, and financial planning to help you reach your personal goals. They focus on making sure their advice is easy to understand and tailored to each client. Blue Alpha Wealth aims to make financial planning simple and effective.
Services:
- Financial Needs Analysis & Plans
- Manage Investments
- Retirement Planning
- Risk Management
- Fund Kids Education
- Retirement Income
Services options:
Online appointments · On-site services
Contact Details:
- (416)-966-0606
- hello@bluealphawealth.ca
101 Duncan Mill Rd Suite 108, Toronto, ON M3B 1Z3, Canada
Hours of Operation:
- Monday-Friday 9 AM–6 PM
- Saturday 9 AM–12 PM
- Sunday Closed
Testimonials
| Review Source | Rating |
| Google Review | (3) |
| Criteria | Rating | Reason |
|---|---|---|
| Qualifications and Credentials | 4.8 | Blue Alpha Wealth is staffed by experienced financial professionals with relevant certifications and qualifications, providing clients with reliable and expert financial planning and investment advice. |
| Experience | 4.7 | The firm has extensive experience in financial planning and investment management, helping clients effectively achieve their financial goals through well-established practices. |
| Specialization | 4.8 | Blue Alpha Wealth specializes in holistic financial planning, investment strategy development, and retirement savings optimization, offering a comprehensive approach to managing wealth. |
| Availability | 4.8 | The firm provides flexible appointment options, including online and on-site services during weekdays and Saturday mornings, making it convenient for clients with varying schedules. |
| Location | 4.7 | Located in a central area of Toronto, their office is accessible, though parking can be challenging. The location is advantageous for clients in the region. |
| Customer Satisfaction | 4.8 | Clients appreciate the firm’s clear, customized advice and the effectiveness of their financial planning, leading to high levels of satisfaction and trust in their services. |
| Avg. Rating | 4.8 | Blue Alpha Wealth is highly regarded for its comprehensive financial planning and personalized approach, making it a top choice for individuals seeking effective and tailored financial solutions in Toronto. |
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