Handpicked from 34 vetted & reviewed Financial Planning & Wealth Management firms in the Etobicoke area, discover the top 5 elite providers among the selected group of 24 finalists.
Kurt Rosentreter Financial Advisor and Wealth Management
Manulife Securities – Kelly Fagundes | Wealth Partner
More Money Club
Panfol Investment
Pinto Marques Wealth Management
Sonia Khadwal
The Tax Accountant
Tummon Wallington Chong
Westown Consulting
Wiltax Financial Svc
Wlwp Wealth Planners | iA Private Wealth
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Adele Garibaldi
(4)
“I really appreciate her newsletter updates and her intelligent perspective, especially now in 2020.”
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Ironshield Financial Planning
Offering, Self Service, Comprehensive Programs
“Coming in today got my pedicure done.”
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Accountant on Call | Reliable AOC
(50)
Government Compliance & CRA Representation, Accountant on Call, Mortgage Solutions
“Dhrunil was able to help me file my taxes in such a timely fashion and followed up with me many times to ensure that I did not forget to provide any information.”
i
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SSJ Financial Services
(46)
Disability Insurance, Health & Dental Plan, Registered Retirement Savings Plan (Rrsp)
“They helped selecting the right policy, answered all queries, helped updating the policy multiple times as per changes in travel plans, and finally the refund at the end of travel was done promptly.”
“We know our finances are being taken care of superbly, and always in ways we are comfortable with, and we have also appreciated Neil's sound advice along the way on such things as selling a home, getting the best rate imaginable on a mortgage, and bu...”
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Best of 2024
Qualification Criteria for best of Winners
Minimum Overall Score
97 (100)
Minimum Reputation Rank
99.5 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Kurt Rosentreter Financial Advisor and Wealth Management
(10)
Divorce Financial Planning, Financial Planning Services, Career Transition Planning
“Kurt has always provided sound investment advice based on the "big picture" and has modified our investment portfolio over the years to accommodate our changing needs while ensuring we remain on track to meet our retirement goals; at times this has ...”
i
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Westown Consulting
(7)
TAX Credit Refunds, Important Links, Quality TAX Prep
“Also try to make sure you claim everything you should as they did with myself example property tax, Disability for my husband which I did not know and always accomodate for the time you want.”
i
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Kind Wealth
(7)
Confident
“She provides us with impartial advice - so very rare, to have advice that you can trust because she's not receiving commissions, kick-backs, or incentives.”
i
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Canada
(9)
Professional
Firm
“He is by far a great resource for anything financially related.”
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Behind the 8 Ball Credit Services
(8)
Team
Family
“I went to see Peter with regards to a collection agency issues and worried sick of getting sued, after speaking with Peter he assured me not to worry, that he could settle the debt for a lot less than what I owe still concerned about being sued he in...”
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More Money Club
(8)
“He has helped me to start thinking outside the box of different ways to build my assets - but prior to that he challenged me to unlearn and relearn a new perspective towards achieving financial freedom - which is the utmost important concept in order...”
i
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Panfol Investment
(3)
“For excellent Fx rate, this is the place to be.”
i
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Sonia Khadwal
(6)
“Your financial advise has been extremely helpful and we are glad we came to you.”
i
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Wiltax Financial Svc
(5)
“The only man I let do my taxes!!!!!!!!”
i
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Ifinancial
“Robert Kowalski has been our financial adviser for over 4 years now. We are extremely pleased with the investment performance he has achieved on our behalf in such a short time. We are also confident that he will manage our investment portfolio succe...”
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Dahabshiil Financial Transfer
(3)
“Brown building with Medical Clinic Pharmacy written on it.”
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Gargan Investments
(1)
“Landlord and her management provide nice conditions and maintenance in the plaza.”
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Manulife Securities - Kelly Fagundes | Wealth Partner
“Investment dealer dealing representatives ("Investment advisors") registered with Manulife Wealth Inc. offer stocks, bonds, and mutual funds.Banking products and services are offered by referral arrangements through our related company Manulife Bank ...”
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Pinto Marques Wealth Management
“Once we have an understanding of your goals and comfort with risk, we construct diversified portfolios favouring securities that provide income in the form of interest and/or dividends. Combining fixed income securities such as government and corpora...”
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Jlbennett Financial I Investia Financial Services
“Independency allows for true tailored and non bias investment advice for indiviudals, families and small business'. Using the "know your client" process - risk, objectives and time horizons for every investment & financial goal are constantly monitor...”
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Fernandes Financial
“Fernandes Financial Inc. is an outside business activity that may offer non-securities-related financial planning services. Any specific investment recommendations provided by this group must be done through Assante Financial Management Ltd. ("Assant...”
i
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Verecan Capital Management
“Our clients have something else in common: when they came to us, they had questions.”
i
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Tummon Wallington Chong
i
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The Tax Accountant
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Retirement Planning and Investment Management Services in Etobicoke, ON Cost Estimates