Wednesday, July 17, 2024

The 10 Best Financial Advisors in Toronto [2024 Rankings]

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Seth Reilly
Seth is a father of four and an avid outdoorsman. He loves getting on a boat and moving across Lake Ontario. His love for writing comes from a love for helping give businesses more exposure.

Are you looking for someone who can guide you through some of the biggest financial decisions of your life? Financial advisors are more than equipped to help you prepare financially for the mid to long-term. They guide you with the right strategies, tools, and financial products that will help you increase your net worth, prepare for retirement, build your estate, and other plans for your wealth. 

However, anyone who has ever tried looking for a financial advisor they can trust will know how hard it is to find one amongst the sea of options. If you’re confused and overwhelmed, don’t worry! We’ve compiled a list of the best Toronto financial advisors based on client feedback, reputation, experience, and so on. 

Look no further! Here’s a list of the ten best financial advisors in Toronto.

1. Francine Dick

Francine Dick

Francine Dick is a certified financial planner with over twenty years of experience in financial advising and wealth management. She has now helped hundreds of families in the Greater Toronto Area build up wealth and plan ahead for their futures financially. She was also a 2020 Wealth Professional Awards finalist.

What makes her stand out is her non-judgmental approach when working with clients. She is patient and open-minded when speaking with anyone who is in need of financial planning services. Francine is also a lover of the performing arts, outdoors, and volunteer work. Dick received the Canada 125 Medal and Queen Elizabeth II Diamon Jubilee Medal for her work in the community.

Address: 25 Wright Ave, Toronto, ON M6R 1K9, Canada

Phone: +1 647-897-6471


2. Kurt Rosentreter

Kurt Rosentreter

Kurt is one of the most trusted financial advisors in Canada. He has grown a reputation of expertise in the matters of investing, taxes, estate, retirement, comprehensive financial planning, and wealth management. On top of having an extensive experience of more than twenty-five years of experience advising clients, having published seven books on personal finance available in stores, he serves as an Instructor of Wealth Management courses for the Chartered Professional Accountants across Canada. 

Kurt brings in impressive academic expertise seen through an integrated planning approach, low fees, technically sound planning, and a goal-based approach to your finances.

Address: 3 Church St #302, Toronto, ON M5E 1M2, Canada

Phone: +1 416-628-5761 ext. 0


3. Aldo Lopez-Gil, CFP®

Aldo Lopez-Gil, CFP®

Aldo attended Anderson University in South Carolina on scholarship and earned his bachelor’s degree in Accounting and Business Management. His CFP credential is his expertise in having the knowledge, skills, experience, and ethics to examine a client’s entire financial picture. It is the most recognized financial planning designation in Canada and throughout the world. While his CIM® credential is focused on advanced investment strategies designed primarily for high net-worth and high-value clients. He is an active member of the Scarborough Estate and Financial Planning Council. 

Address: 2171 Queen St E 2nd Floor, Toronto, ON M4E 1E5, Canada

Phone: +1 416-691-8730


4. John Lysack

John Lysack

John is a highly trusted financial security advisor who was born in a small town in Manitoba. He is very passionate about financial literacy and has taught in schools and mental health institutions. He keeps his financial programs simple by combining the key financial security planning principles with their modern planning strategies. He has made a reputation that is built on loyalty and trust which resulted in long-term partners in the industry. He is known to have the utmost care about their client’s financial success and achieving financial independence.

Address: 330 University Ave Suite 110, Toronto, ON M5G 1R8, Canada

Phone: +1 647-403-4233


5. Wealthsimple


Wealthsimple is a financial team of world-class experts and the best technology talent. They have a brilliant and exceptional team of software engineers, designers, and data scientists who have previously worked at such companies as Amazon, Google, and Apple.

Their departments are recognized as credible opinion leaders in the investment community and they play an advisory role in Wealthsimple’s investment management process while serving as an excellent hand for Wealthsimple’s management team.

Address: 80 Spadina Ave. 4th Floor, Toronto, ON M5V 2J4, Canada

Phone: +1 855-255-9038


6. Richardson Wealth Limited

Richardson Wealth Limited

Richardson Wealth is the first-ever wealth management company in Canada to acquire a certification from the Center for Fiduciary Excellence (CEFEX). From this firm’s humble beginnings, they have always taken their roles seriously as fiduciaries and committed themselves to pursue their clients’ best interests. What makes them stand out is their achievement of fiduciary excellence regarding their Separately Managed and Portfolio Management Account platforms that have been independently verified for several years with 2020 marking the eighth consecutive year of certification. 

Address: 145 King St W, Toronto, ON M5H 1J8, Canada

Phone: +1 416-943-6696


7. Daniel Charendoff

Daniel Charendoff

As a Financial Planner, Investment and  Retirement Planning at BMO Financial Group, he can help you clarify your financial objectives and create a personalized strategy to meet your financial goals. The process of building a solid foundation for the future can be easy with the help of a qualified professional like himself.

He helps his clients navigate volatile financial markets, the economy, and investing environment. He is adept at recommending strategies that will help you optimize the return potential of your portfolio while helping you manage risk.

Address: 382 Yonge St #4, Toronto, ON M5B 1S8, Canada

Phone: +1 416-928-1815


8. Finance Professionals

Finance Professionals

Finance Professionals is an expert in FinTech and Financial Services recruitment consultancy. They are known to help clients attract, hire and retain staff across all areas from technology to finance. As the experts in this industry, they offer substantive and active work of professionals in order to bring the highest possible financial services. 

They collaborate with reputable banks, financial firms, and other FinTech companies in order to ensure that they can give the highest quality performance to their clients.

Address: 161 Bay St., Toronto, ON M5J 2S1, Canada

Phone: +1 416-572-2664


9. Buxton Financial

Buxton Financial

Marlene C. Buxton BA, CFP®, CLU® is the principal Fee-Only Financial Planner of Buxton Financial Inc. After pursuing a long career as a Financial Advisor, Marlene decided to pursue her passion for making financial planning less stressful and more productive for people. Marlene specializes in retirement planning. 

She takes her unorthodox passion for numbers, details, and documentation, and uses it to help people plan for the retirement they envision through her proprietary model of planning. Ultimately, she focuses on planning for the life you want to experience. 

Address: 150 King St W #232, Toronto, ON M5H 1J9, Canada

Phone: +1 416-628-4502


10. Novel Financial

Novel Financial

Novel Financial has a solid reputation of providing access to high-quality personal finance expertise at a reasonable, transparent cost for everyone.  They believe that lowering fees and expenses will allow more Canadians to reach their financial goals faster, via a fee-only financial plan.

Novel Financial desires to see a world where everyone has a clear grasp of their options in relation to their financial well-being. Through their fee-only financial planner, they will be supported in a fiduciary manner that is free from conflicts of interest.

Address: 55 Lombard St #611, Toronto, ON M5C 2R7, Canada

Phone: +1 416-662-8958


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