Best Financial Advisors in Toronto, ON

“Chris prepared a very detailed investment and retirement plan that I now realize will provide essential information for present as well as long term decision making.”

“After my experience with her, I have a solid plan, know precisely what to do going forward and can breath a sigh of relief knowing what to do now to enhance our financial security and long term goals.”

“I consider Anthony to be a business partner and friend.”

“When we met with John, he was prepared, knew what we were looking for and brought not only the viable options for us with him, but took a look at what we currently had.”

“Nathan, as a financial advisor, understood my long term objective, knew the right product for me, and with his experience, not emotion, I have been able to weather the storm and come out significantly ahead.”

“For the price of $1,000, I was able to get a financial plan that covers saving plan, investment projections, insurance needs, asset & cash flow projections and retirement withdraw strategies.”

“I look forward to working with them to add to and expand my investment portfolio and have full confidence in their experience and professional knowledge.”

“Then I came to realize you have so much more to offer - your diverse experience and knowledge beyond Accounting, your connections to experts in and outside of the industry, and your own personal journey going from corporate to owning your business.”

“Fabulous service”

“I've been impressed with how Michael Cherney Financial has met our insurance needs while being thorough and patient with answering our questions and providing knowledge and experience that considered our big-picture financial goals.”

“Business owners, executives, and senior mangers face special financial-planning challenges because very often, business and personal planning are intermingled. So Castlemark offers an integrated financial planning suite for the C-suite. We will look ...”

“I continue to consult with Daniel to ensure my financial plan is in order and will work with him again should I need to increase my insurance coverage.”

“I finally had some clarity when I contacted Ron about my ongoing confusing situation of transfering an old pension policy from the Uk, this has become a stressfull time for me as an older man to navigate the complexities and pitfalls of this transact...”