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We structure your wealth around your unique financial picture – your business, your income, your family, and your long-term objectives so financial decisions are clear and consistent as your situation evolves. With a focus in tax-efficient wealth management, we help business owners and professionals reduce lifetime taxes, optimize corporate and personal investment structures, and build long-term wealth.

95 St. Clair Avenue W

At RBC Dominion Securities, we are here to help you reach the financial goals you've been working toward. With a dedicated Investment Advisor, a personalized portfolio approach, and all the strength and resources of RBC, Canada's largest financial institution, we'll help you get there.

435 North Service Road West

As an Edward Jones advisor, I find it extremely rewarding to work with individuals to discover what's most important to them. Once we've identified their goals, we work together to construct well-thought-out solutions tailored to their unique situations. I then partner with them throughout their lifetimes to help them remain on track, regardless of what the market or future throws their way.

3420 Rebecca Street, Unit 22

At Watson Investments, we believe wealth management isn't just about numbers on a piece of paper –it is your life. Which is exactly why our services combine thoughtful and personalized portfolio strategies with advice, coaching, and resource support geared to your financial goals.Whether it is your retirement, your children's education, or your well-being; Watson Investments is all about you and your successes!

220 Randall St.

PearTree Canada is the originator & leading provider of flow through share donations in Canada, and provides corporate financing, M&A solution for Canadian resource companies. We reduce the after-tax cost of giving for Major Gift donors, by using proven and innovative format to unite donors and their recipient charities to achieve their philanthropic goals. For more info, please visit our website at www.peartreecanada.com.

110 Eglinton Ave W, Suite 400

We handle your money with care - as if it is our own. We understand it's more than just money; it's about achieving your goals, fulfilling your promises, and realizing your dreams. Our commonsense approach to preserving and growing capital means we can deliver a solid investment management experience. With well-developed capital market experience and high-quality independent research, we make sound investment decisions on our clients' behalf.

344 Lakeshore Road East

Waverley Corporate Financial Services is licensed by the Ontario Securities Commission (OSC) as an Exempt Market Dealer and celebrated its tenth anniversary in 2022. I have been licensed with Waverley as a Dealing Representative for over seven years. At Waverley we help people reduce the volatility of their investment portfolios by investing in real estate-based businesses (ex: self storage, multifamily rental portfolios, mortgage portfolios) and real estate development projects (condos, town homes, self storage) as an alternative to the Stock Markets. My clients use Cash, RRSPs, TFSAs, LIRAs ...

1488 Jasmine Cres.

By adopting a comprehensive business and personal planning approach, I assist business owner clients and their families make informed decisions about their future, wealth, and the legacy they leave behind. 

503 - 3027 Harvester Road

With having a tenure of over a decade in wealth management, I provide an unparalleled experience for individuals, families and businesses searching for clarity and confidence in their financial journey. By understanding that wealth goes beyond the portfolio, we will implement a complete wealth solutions approach, which allows us to design a comprehensive strategy that connects your deep-rooted morals and values with investment management, retirement, estate and insurance, intergenerational wealth transfer and business transition planning. I offer objective, distinguished guidance that binds ...

277 Lakeshore Road East

I help clients achieve their goals through careful financial security planning. I work with my clients to create a financial security plan that addresses their concerns in four key areas: cash flow, income protection, retirement and estate planning. No Plan is the same.

2462 Appalachain Dr