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  • Altamira Investment Services Inc. Website
    (416) 507-7051
    Suite 900 The Exchange Tower 130 King Street West, Toronto, ON M5X 1K9

    Altamira Investment Services is a leading provider of financial and retirement planning services. We offer a wide range of investment solutions including mutual funds, savings accounts, principal-protected notes and managed portfolio services. Award-winning client service, product innovation and ex…

  • Assante Corporation Website Contacts
    (416) 307-3320
    130 King Street Suite 2950, Toronto, ON M5X 1A9

    CI Assante Wealth Management provides personalized wealth planning and investment services for Canadian families, professionals, and business owners. Advisors develop strategies to meet financial milestones, offering investment management, retirement planning, and comprehensive financial advice thr…

  • Mackenzie Financial Corporation Website
    (416) 922-3217
    150 Bloor Street West Suite M111, Toronto, ON M5S 3B5

    Mackenzie Investments provides a broad range of investment solutions for retail and institutional clients across Canada and internationally. It offers portfolio construction tools, registered plans, and multi-asset strategies, supporting clients in growth, income, and capital preservation objective…

  • The Lavin Agency Website Contacts
    (800) 265-4870
    400-77 Peter St, Toronto, ON M5V 2G4

    The Lavin Agency operates a global speakers bureau that represents original thinkers, authors, and innovators for keynote presentations, panel discussions, personal appearances, consulting engagements, and brand endorsements. It connects event organizers, corporations, academic institutions, and no…

  • ECC Group Website
    416.364.0181
    601 40 Eglinton Avenue East, Toronto, ON M4P 3A2

    ECC Group, founded in 1974, is a fee-based financial planning firm headquartered in Toronto’s financial core. It offers comprehensive personal financial advice, including investment planning, tax strategies, estate planning, and retirement guidance, serving a diverse clientele such as executives, p…

  • Crawford Financial Group Website
    416.464.3164
    54 Tauton Rd Lower Level, Toronto, ON 421

    The Crawford Financial Group has its roots dating back to 1884 when Charles Crawford opened an office on Victoria Street in Toronto. His objective was to provide Canadians with safe and reliable long-term savings plans, and financial security. This goal was passed on to his son and grandson, and no…

  • Fernandes Financial Inc. Website
    416.598.1045
    393 University Ave, Toronto, ON M5G 1E6

    Fernandes Financial provides comprehensive financial planning services to individuals, families, and business owners in Toronto. The practice creates tailored retirement, investment, and insurance strategies, helping clients preserve wealth, plan estates, and achieve long-term financial goals throu…

  • Sharp Asset Management Open until 4:30 PM Website Contacts
    416-722-9009
    21 Greenwin Village Road, Toronto, Ontario, M2R 2R9, Toronto, ON M2R 2R9

    Sharp Asset Management Inc., founded in 1995, is an independent investment counseling firm headquartered in Toronto, Ontario. The company offers customized investment management services, focusing on wealth preservation and growth through tailored strategies for both fixed income and equity portfol…

  • Wealth Management by Monica Weissmann Website
    (647) 405-8535
    4101 Yonge St, Suite 700, Toronto, ON M2P 1N6

    Wealth Management by Monica Weissmann provides independent financial advisory services to affluent individuals and business owners in the Greater Toronto area. The firm offers comprehensive wealth planning, investment selection, tax planning, retirement income strategies, and life insurance advice,…

  • The Farwell Group at Scotia Wealth Management Website
    (416) 860-1715
    40 King Street West, 49th Floor, Toronto, ON M5H 1H1

    The Farwell Group provides wealth management and financial planning services to affluent Canadian individuals and families. They design tax-efficient retirement income strategies, create estate plans to minimize taxes, and help clients preserve wealth across generations. Their boutique approach com…