Financial Planning

Syrja & Associates - IG Private Wealth Management

65Good

199 Bay St. Ste 2100, Toronto, ON M5L 1G5, Canada

5.0(24 Google reviews)on Google
  • Virtual appointments

About

Syrja & Associates is a Toronto-based private wealth management firm offering comprehensive financial planning, retirement planning, tax and estate planning services for clients with substantial wealth.

Senior Care Path Summary

Syrja & Associates works with pre-retirees and retirees to structure retirement income and help clients make the most of their accumulated wealth. The firm offers investment planning, retirement planning, tax planning, insurance planning, and estate and legacy planning, all coordinated through a single comprehensive strategy that evolves as your circumstances change.

With over 35 years of combined experience, the team integrates expertise from IG's in-house professionals in tax, estate, insurance, mortgages, and financial planning. Clients appreciate their responsive approach, whether meeting in person or by video call, and their proactive guidance through major life decisions and transitions.</description> <parameter name="service_areas">["Toronto, Ontario"]

Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.

Who This Provider Is Best For

  • Pre-retirees and retirees
  • Families planning retirement income and wealth preservation
  • Clients seeking integrated tax, estate and investment planning

Conditions & Needs Supported

Not listed yet. to add the conditions and needs this provider supports.

Fees & Payment

Not listed yet. to add fees, sliding-scale options, and insurance billing.

Photo Gallery

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Photos via Google Maps

Google Reviews

View all on Google

5.0

24 Google reviews

Most recent reviews

  • Don Mockford

    Don Mockford

    a year ago · via Google

    My wife and I have been with Scott and Investors for over 40 years. Scott, his team and his predecessor (Gabor) with whom we started helped us set up a plan that allowed us to reach our goals. The first being buying our first house and then helping us with setting ourselves up for retirement. Our plan was to go cruising in the Caribbean and with the team's help we were able to purchase the right blue water boat and then plan our travels. This included deciding how we would finance our cruising lifestyle and get a wonderful experience. When we finally returned home after cruising Scott and his team assisted as we returned to "life on land". At all times Scott and his team were just a "call away": for help and advice. I would highly recommend Syrja and Associates to anyone seeking help with investing and planning for your goals including retirement.

  • Robert Speakman

    Robert Speakman

    a year ago · via Google

    I have been working with Scott and his team for nearly 5 years. He has been a constant source of valuable knowledge and cool headed guidance. I have worked with several "financial planners" that just want to sell you mutual funds. Scott uses my investment properties, tax advantages, and pensions to grow my net work safely. I highly recommend if you are looking to grow wealth and keep it!

  • Bob Elder

    Bob Elder

    a year ago · via Google

    My wife and I have been clients with Scott, and his mentor before him, for over 35 years. And now many years with Scott and his new associates. They have steered us through all of our investments, mortgages and new vehicles throughout those many years and we are now retired, debt free and enjoying our life! Can’t say enough good things about the team!

See all 24 reviews on Google

Summary of Google Reviews

Summarized by Senior Care Path from Syrja & Associates - IG Private Wealth Management's Google rating and recent reviews. Confirm specifics with the provider.

Syrja & Associates - IG Private Wealth Management holds an excellent 5.0-star rating across 24 Google reviews. Recent reviewers most often highlight caring, attentive staff and warm, welcoming community.

Most common praise

  • Caring, attentive staff
  • Warm, welcoming community
ThemesStaff & careAtmosphere

Services

Licenses & Registrations

  • Regulated by CIRO
  • Member of CIPF (Canadian Investor Protection Fund)

Listed from the provider's website, confirm current registration with the relevant regulatory college before booking.

Verifying professional registration

There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.

Associations & Accreditations

  • IG Private Wealth Management
  • IG Wealth Management Inc. (Mutual Fund Division)

Languages Supported

  • English

Frequently Asked Questions

What services does Syrja & Associates - IG Private Wealth Management offer?

Syrja & Associates - IG Private Wealth Management is a financial planning provider in Toronto, Ontario. Listed services include Financial Planning. Confirm the specific treatment or support you need directly with the clinic before booking.

Does Syrja & Associates - IG Private Wealth Management offer virtual or telehealth appointments?

Yes. Syrja & Associates - IG Private Wealth Management indicates it offers virtual or telehealth appointments, so some visits can happen from home by phone or video. Ask which services are available virtually when you contact them.

What languages does Syrja & Associates - IG Private Wealth Management speak?

Staff at Syrja & Associates - IG Private Wealth Management are noted as speaking English. If a specific language matters for you or your parent, confirm availability for the appointment time you need.

How do I book an appointment with Syrja & Associates - IG Private Wealth Management?

You can call Syrja & Associates - IG Private Wealth Management directly at (416) 860-7500, or send a request through this page and a Senior Care Path advisor can help you connect and compare financial planners in Toronto. It is free, with no pressure.

Is Syrja & Associates - IG Private Wealth Management verified by Senior Care Path?

This listing shows a Senior Care Path Confidence Score based on public trust signals like the Google rating, review volume, website, and phone. Clinics can claim their listing to verify credentials and add details. Always confirm current registration with the relevant regulatory college before booking.

Location

199 Bay St. Ste 2100, Toronto, ON M5L 1G5, Canada

Also serves

  • Toronto and surrounding areas

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