Best Financial Advisors in Toronto, ON

“First and foremost, I want to extend my HEARTFELT gratitude to Bushra for the hope and confidence she provided me, even when I had lost hope of my father's visa being approved.”

“Trust is not always a given when it comes to who manages your money, but Jeff Carter and team have earned ours and we are grateful for their expertise and guidance.”

“Calum Ross is one of the most intelligent people I know, but with a talent for explaining financial complexities in such a way that the ordinary person can understand.”

“She worked through all of my financial fears, and showed me how I could achieve my retirement and estate planning goals while still enjoying travel and all things that are important to me along the way.”

“Not only is she an experienced professional, she always goes the extra mile to make sure her clients understand everything in a very difficult and confusing time for most.”

“My partner and I had 3 cascading life insurance policies with BMO and were looking to renew them, hoping to streamline our overall package of insurance and potentially save on premiums.”

“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.”

“They have safely and delicately guided us in planning our savings strategy for our daughters' education, retirement and goal setting.”