Best Financial Planners in Toronto

Are you looking for a financial planner in Toronto Ontario? Well look no further! We have you covered with our hand picked list of top 10 financial planners in-and-around the Toronto area.

Toronto is a vibrant, wealthy city and there are no shortages of successful, trustworthy financial planners to help you reach your goals, and achieve your dreams.

If you have comments or would like to suggests edits to this list, feel free to contact us here.

Shannon Lee Simmons

We are so ridiculously passionate about financial literacy. Sure, there’s free information on the internet, but often times this information is coming to you from multiple sites that may be trying to sell you a financial products – like a mortgage, debt consolidation, mutual funds or their services. Or, the information isn’t coming from a trusted financial professional who actually deals with REAL people and their finances on a day-to-day basis.

We have more access to information than ever before, yet consumer debt levels continue to rise. The abundance of information isn’t getting the job done. We think it’s an information overload. All this data with no context or insight into how it could affect your own life.

With life-event based courses (i.e. Babyproofing You FinancesDon’t Get Eff’d At Tax TimeCan You Afford To Buy A Home), we aim to be the one-stop-shop where you can teach yourself the relevant and reliable information you need when you need them. We want to teach you to fish (and how to season it)…. not just give you the fish.

Kurt Rosentreter

Kurt has long been recognized as one of Canada’s most established and credentialed financial experts on matters of investing, taxes, estate, retirement, comprehensive financial planning and wealth management.

With more than twenty five years of  experience advising clients, seven published books on personal finance in stores and as an Instructor of Wealth Management courses for the Chartered Professional Accountants across Canada, Kurt brings academic expertise, an integrated planning approach, low fees, technically sound planning and a goal based approach to your finances.

Allan Small

Hello, I’m Allan Small – Senior Investment Advisor of the Allan Small Financial Group with iA Private Wealth, a trademark and business name under which iA Private Wealth Inc. operates, and an Insurance Advisor with Hollis Insurance.

I’m a designated Financial Management Advisor (FMA) and have the Fellowship of the Canadian Securities Institute (FCSI) designation as well. I’ve been helping clients understand, manage, and grow their portfolios for over 20 years.

I know I can help you purchase the best products and create the right plan to help execute your investment strategy – no matter what stage of life you’re at.

Brian Bowes

My goal is to provide clients with peace of mind by effectively managing their financial affairs. We live in a complex world with many financial challenges. You need someone with the education and experience required to seriously deal with these issues. As a Portfolio Manager and CPA, I have been helping clients create wealth strategies for over 20 years.

I am cross-border registered, so I can assist clients with their financial needs on both sides of the border. I have built a team of talented professionals to ensure clients have customer service that surpasses their expectations. We will provide you with the best investment options available, we will lay out a written financial plan and we will communicate regularly in language that you can understand. We get to know our clients deeply, and we know what we are doing.

Why settle for anything less?

Charlene D. Dipchan

My journey down this path into insurance and wealth management started soon after graduating from high school where I worked my way up through the ranks at CIBC to Assistant Manager. Upon graduating with my BA (Hons) of Commerce (Financial Services),

I changed career paths and was introduced to Wealth, Insurance, and Financial & Estate Planning strategies. As my position evolved, I went on to become a Project Manager, Investment & Retirement strategist. In 2015, I made a bold move and decided to work for myself and thus became an Mortgage Agent where I specialize in credit lending & management.

However, I quickly learned my passion has always been to help people and I became a Licensed Insurance Agent, where I not only sell Life, Business, Disability, and Critical Insurance, I also help you save for you & your family. Plus, I am also working on my CFP designation. The priority is always doing what’s best for my clients and providing them with the highest level of service with their best interests in mind.

Darryl Brown

Hi there! I’m Darryl, a Chartered Financial Analyst (CFA) Charterholder and independent financial advisor and investment consultant.

I grew up in Guelph, studied Business at McMaster University and currently live downtown Toronto.  I am a financial literacy advocate and curious forward thinker.

My natural analytical skills led me down the CFA path after business school which I quickly put to good use working in increasingly senior roles at large financial institutions over the past decade. I made investment recommendations on portfolios in the tens of billions of dollars across products like mutual funds, annuities and pensions, specializing in energy and infrastructure.

Throughout my career I was moonlighting as a ‘kitchen table advisor’ helping friends and family make sense of their investments and financial products.  I helped them understand investing in simple and easy ways, providing advice they could trust. Advice that didn’t come with hidden fees or ulterior motives. Unbiased financial advice was (and still is!) scarce and hard to come by.

I’ve always advocated for financial literacy and have been passionate about teaching since my TA days in University. As I worked one-on-one with individuals and families and saw the direct benefits of their empowerment and financial literacy, it became increasingly clear to me that there is a massive gap in the financial industry.

The trust, understanding and awareness of financial products and options that actually give people peace of mind and certainty with their money can only come from an independent and truly unbiased advisor.

This work was fulfilling me in ways my career simply did not. The opportunity to take my career expertise and marry it with my passions and values made it clear, it was time to take my moonlighting full-time. I surfaced from a decade of days in the PATH, persuaded my wife to flip our lives upside down and You&Yours was born.

Desmond Wade

Desmond Wade was born on the beautiful Island of Jamaica and migrated to Canada in 1989, however still preserving the strong Jamaican roots and culture. Being a member of a large family as well as having a family of his own, Desmond knows the importance of providing financial security for your love ones. He takes pride in helping both new Canadians as well as those who’ve lived here for generations.

As a Family Financial advisor, he is dedicated to helping families meet their financial goals. With over 25 years experience as a policy advisor in the Greater Toronto Area, Desmond is passionate about assessing his clients’ current and future situations and developing a realistic plan that will achieve their goals.

Desmond understands the uniqueness of individuals and their families. He recognizes that they experience various stages of life, that life is busy, and it’s difficult to find time to focus on finances. The most important step in providing clear financial solutions is understanding your needs.

Whether you are single, have a family or own a business, Desmond can help you achieve lifetime financial security.

Jeff Johnson

Jeff Johnson understands that serving clients’ financial and investment needs begins with building strong, lasting partnerships. He focuses on listening to each client because he believes everyone’s needs and financial goals for the future are unique. As a financial advisor for Raymond James located in Mississauga, Ontario, he puts his clients – and their needs – first.

Offering a wide range of investment services, Jeff is committed to helping you achieve your financial goals. Specializing in retirement income strategies, he works with clients to design investment portfolios to meet their individual needs. Service is what sets Jeff apart from others in the industry. Whether you need retirement planning assistance, retirement income strategies, or help with estate planning issues, he will put you – and your needs – first.

Keith N. Thomson

Keith Thomson began his career in 1985 as a financial advisor with McLeod Young Weir. He is a Fellow of The Canadian Securities Institute (FCSI®) which places him in the top 5% of all financial advisors in Canada. He is a licensed Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP®) with a specialized focus in philanthropy. Keith has had numerous articles featured in such publications such as The Globe and Mail and CPA Magazine, the latter being read monthly by over 90,000 Chartered Professional Accountants.

Keith currently serves on the boards of the Canadian Association of Gift Planners whose mission is to champion the growth and development of strategic charitable gift planning in Canada and of Seva Canada whose focus is to restore sight and prevent blindness in the developing world. For over five years he was Chair of The African Medical and Research Foundation and has also served on the boards of The Power Plant Contemporary Art Gallery and The Toronto Foundation. For over two decades Keith has funded his own family foundation and donates annually a minimum of ten percent of all his business income to charitable organizations locally, nationally and internationally. To learn more about his philanthropic initiatives please visit Philanthropy Matters.

Keith, his wife, Tanja, their daughter Kiera, and dog Haggis, reside in the Beach neighbourhood of Toronto.

Marlene C. Buxton

Marlene C. Buxton BA, CFP®, CLU® is the principal Fee-Only Financial Planner of Buxton Financial Inc.  After a long career as a Financial Advisor, Marlene followed her passion for making financial planning less stressful and more productive. Marlene focuses on retirement planning. She takes her quirky passion for numbers, details and documentation, and helps people plan for the retirement they want through her proprietary model of planning. She focuses on planning for the life you want.

Her mission is to ensure that the challenges associated with making informed decisions around retirement are simplified. With decades to plan for, there are many variables involved. Marlene analyzes your entire financial situation to ensure that your plan considers all scenarios you may be faced with.

Marlene enjoys strategizing and structuring her clients’ finances to work for them. Estate Planning is also a large component within Retirement Income Planning. In both areas, she wants her clients to feel that they are okay.

Buxton Financial has a diverse set of confidential clients. Many of Marlene’s clients are also working with large estate planning initiatives as well as corporate planning.