Toronto, ON

Financial Planning in Toronto, ON

There are 9 financial planners serving Toronto, ranked by our Confidence Score. Compare ratings, reviews, and details below, and confirm credentials and fit before you book. Typical cost: Fee-only planners charge for advice (commonly $150 to $300 per hour or a flat plan fee, illustrative); commission-based advisors may have no direct fee.

9 financial planners in Toronto

5.0 average rating653 Google reviewsacross 9 financial planners

9 financial planners

Novel Wealth

25A Morrow Ave Ste 202, Toronto, ON M6R 2H9, Canada

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Novel Wealth 4
60/ 100

Developing confidence

5.0(256 reviews)

Jeff Carter and team are amazing at what they do. From the first meeting till now, we've learned so much about how to manage our finances effectively. Jeff &...

Highly rated (4.5+ on Google)Highly rated (4.5+ on Google)Well reviewed (256+ reviews)Well reviewed (256+ reviews)

Provides: Financial Planning

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Stonewater Financial Group

1 York St 27th Floor, Toronto, ON M5J 0A6, Canada

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Stonewater Financial Group 4
60/ 100

Developing confidence

5.0(88 reviews)

I’ve had a very positive experience working with Jonathan at Stonewater Financial Group. He comes across as knowledgeable, professional, and easy to talk to,...

Highly rated (4.5+ on Google)Highly rated (4.5+ on Google)Well reviewed (88+ reviews)Well reviewed (88+ reviews)

Provides: Financial Planning

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Merrick Financial | Advice Only Financial Planners

53 Coleridge Ave, East York, ON M4C 4H4, Canada, Toronto, Ontario

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Merrick Financial | Advice Only Financial Planners 4
60/ 100

Developing confidence

5.0(84 reviews)

My wife and I highly recommend Chris Merrick. After interviewing four retirement planners across Canada, Chris stood out for his calm demeanor, insight, and...

Highly rated (4.5+ on Google)Highly rated (4.5+ on Google)Well reviewed (84+ reviews)Well reviewed (84+ reviews)

Provides: Financial Planning

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AskTheMoneyLady

320 Front St W Ste 250, Toronto, ON M5V 3C8, Canada

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60/ 100

Developing confidence

4.9(86 reviews)

Christine Ibbotson and the Vibrant Living Series are absolutely fantastic! I had the pleasure of working with and sponsoring one of Christine’s Vibrant Living...

Highly rated (4.5+ on Google)Highly rated (4.5+ on Google)Well reviewed (86+ reviews)Well reviewed (86+ reviews)

Provides: Financial Planning

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Syrja & Associates - IG Private Wealth Management

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

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Syrja & Associates - IG Private Wealth Management 4
52/ 100

Developing confidence

5.0(24 reviews)

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...

Highly rated (4.5+ on Google)Highly rated (4.5+ on Google)

Provides: Financial Planning

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Buxton Financial For Retirement

First Canadian Place, 100 King St W #5600, Toronto, ON M5X 1C9, Canada

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Buxton Financial For Retirement 4
52/ 100

Developing confidence

4.9(48 reviews)

Marlene has helped us with the right questions and advice on big life decisions, such as keeping or selling assets, deciding how to save; she helped us...

Highly rated (4.5+ on Google)Highly rated (4.5+ on Google)

Provides: Financial Planning

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Upper Canada Capital Private Wealth Management

2848 Bloor St W, Etobicoke, ON M8X 1A9, Canada, Toronto, Ontario

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Upper Canada Capital Private Wealth Management 4
44/ 100

Limited confidence

5.0(13 reviews)

Signing up with Kurt more than 15 years ago put me on a path to financial security. Kurt took the time to understand my investment goals, then leveraged his...

Highly rated (4.5+ on Google)Highly rated (4.5+ on Google)

Provides: Financial Planning

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FrancineDick-Certified Financial Planner

25 Wright Ave, Toronto, ON M6R 1K9, Canada

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FrancineDick-Certified Financial Planner 4
44/ 100

Limited confidence

4.9(18 reviews)

As someone that is still a beginner when it comes to financial literacy and financial planning, I found Francine's guidance to be incredibly helpful. I left my...

Highly rated (4.5+ on Google)Highly rated (4.5+ on Google)

Provides: Financial Planning

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Richardson Wealth Limited

100 Queens Quay E Ste 2500, Toronto, ON M5E 0C7, Canada

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Richardson Wealth Limited 4
44/ 100

Limited confidence

4.6(36 reviews)

We are so glad we made the decision to move our investment portfolio to Alexandra Horwood and her incredible team. From day one, they have proven themselves to...

Highly rated (4.5+ on Google)Highly rated (4.5+ on Google)

Provides: Financial Planning

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Local financial planners from public business listings, scored on public Google signals, Senior Care Path hasn't independently vetted every one. Always confirm credentials, registration, and fit before booking.

Financial Planning costs & funding in Toronto

Typical cost: Fee-only planners charge for advice (commonly $150 to $300 per hour or a flat plan fee, illustrative); commission-based advisors may have no direct fee.

Fee-only versus commission-based advice, whether you want a one-time plan or ongoing management, and how complex your finances are. A one-time, fee-only plan can be money well spent when weighing home care against a move, or deciding how to use home equity. Ask any advisor how they are compensated before you begin.

What to look for in financial planners

  • A planner experienced with retirement income and funding care, ideally a CFP
  • Clarity on how they are paid (fee-only, commission, or both)
  • A written plan that models care costs against pensions, savings, and benefits

Frequently asked questions

How much do financial planners cost in Toronto?
Fee-only planners charge for advice (commonly $150 to $300 per hour or a flat plan fee, illustrative); commission-based advisors may have no direct fee Fee-only versus commission-based advice, whether you want a one-time plan or ongoing management, and how complex your finances are. Costs in Toronto also depend on the provider and your needs.
How many financial planners are listed in Toronto?
Senior Care Path lists 9 financial planners serving Toronto, Ontario, each with a Confidence Score, Google rating, recent reviews, and direct contact details.
How do I choose financial planners in Toronto?
Compare by Confidence Score, rating, and reviews, then confirm credentials and fit. A planner experienced with retirement income and funding care, ideally a CFP.

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