When choosing a financial advisor, you need to know what fees they charge and whether they are registered with the provincial or territorial securities commissions. Also, it is important to make sure that your financial planner or advisor is a fiduciary and that they put their clients’ best interests first. This is especially important since so many financial scams have been perpetrated by unlicensed impostors posing as legitimate financial planners. URL ex-ponent.com

One firm to consider is the Canadian investment advisory company Objective Financial Partners. They are an advice-only Toronto wealth management firm that provides unbiased, independent financial planning services to people with all types of net worths. They offer a full range of Toronto financial planning services, including retirement, estate, and tax planning. Founded by CFP (Certified Financial Planner) Natalie Buxton, the firm has been rated the number one Toronto financial planners by Investor’s Digest and has been praised for its innovative approach to retirement planning.

Montreal Financial Advisors: Tailored Financial Strategies

Another top-rated Toronto wealth management firm is Frontwater Capital. This boutique investment firm strives to get to know each client individually and create a personalized plan that is tailored to their needs. They analyze risks along with lifestyle goals to help them craft a portfolio that is suitable for their unique situation. They are also a fiduciary and free of conflicts of interest.

With a focus on client relationships, this firm is ranked the number one Toronto financial planners. They work with affluent Canadian families to develop investment strategies that align their investments with their long-term goals and legacy objectives. They also hold progress meetings with their clients to keep them updated on the status of their portfolios and provide a forum for questions. They utilize low-cost, tax-efficient products and provide access to a broad range of solutions.