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List Of All wealth management company Leads in Toronto

23 wealth management company in Toronto are covered on this page, listed with their contact details and customer ratings. Ratings run as high as 5.0★ (held by Novel Wealth), with an average of roughly 4.6★ across all listings. Details were last refreshed 9/24/2026, so you can browse with confidence and reach out directly to the ones that fit.

23 results · last updated 9/24/2026

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CompanyAddressRatingPhoneEmailWebsiteSocial
Novel WealthFinancial planner
25A Morrow Ave Ste 202, Toronto, ON M6R 2H9, CanadaView on Google Maps
5.0(260)
+***6***9*00View in Leads Searchno***@n***********.comView in Leads Searchwww.novel-wealth.com/
LinkedInInstagramFacebookX (Twitter)YouTube
Stonewater Financial GroupFinancial planner
1 York St 27th Floor, Toronto, ON M5J 0A6, CanadaView on Google Maps
5.0(95)
+*6*788***33View in Leads Searchda********@s******.comView in Leads Searchadvisor.sunlife.ca/stonewater.financial.group
LinkedInInstagramFacebook
Flatiron Wealth Management Inc.Financial planner
49 Wellington St E #400, Toronto, ON M5E 1C9, CanadaView on Google Maps
5.0(91)
+***6*6*8880View in Leads Searchan****@f*************.comView in Leads Searchwww.flatironwealth.com/
LinkedInInstagramFacebookYouTube
Evergreen Wealth ManagementFinancial planner
295 The West Mall #301, Etobicoke, ON M9C 4Z4, CanadaView on Google Maps
5.0(65)
+***6***8*57View in Leads Search-www.evergreenwealthmanagement.ca/-
Designed Wealth ManagementFinancial institution
55 York St Ste 802, Toronto, ON M5J 1R7, CanadaView on Google Maps
5.0(38)
+*8**7*99*26View in Leads Searchin**@d*****************.caView in Leads Searchdesignedwealthmanagement.ca/
LinkedIn
Hudson Wealth & Trust Planning Group Inc - John LysackFinancial planner
325 Front St W 2nd Floor, Toronto, ON M5V 2Y1, CanadaView on Google Maps
5.0(32)
+*6*7*****33View in Leads Searchco*****@h***********.caView in Leads Searchhudsonwealth.ca/
LinkedInFacebookX (Twitter)
Frontwater Capital TorontoInvestment service
1920 Yonge St #200, Toronto, ON M4S 3E2, CanadaView on Google Maps
5.0(19)
+***69**9*95View in Leads Searchin****@f*********.caView in Leads Searchfrontwater.ca/-
Schneider & Pollock Wealth Management Inc.Investment service
401 Bay St. Ste 1600, Toronto, ON M5H 2Y4, CanadaView on Google Maps
5.0(17)
+***66*6*756View in Leads Searchin**@s***************.comView in Leads Searchwww.schneiderpollock.com/
X (Twitter)
IG Wealth Management - Adam Malcolm, MFA P CFP RISFinancial advisor
199 Bay St. Ste 1800, Toronto, ON M5L 1G5, CanadaView on Google Maps
5.0(13)
+***686**668View in Leads Search-ig.ca/en/advisor/adam_malcolm
LinkedInInstagramFacebookX (Twitter)YouTube
Logan Wealth ManagementInvestment service
10 Alcorn Ave Ste 303, Toronto, ON M4V 3A9, CanadaView on Google Maps
5.0(5)
+*6*7*****00View in Leads Searchsa***********@l**********.comView in Leads Searchloganwealth.com/
LinkedIn
Caldwell Investment Management LtdInvestment service
150 King St W, Toronto, ON M5H 1J9, CanadaView on Google Maps
5.0(3)
+***6*9**798View in Leads Search-caldwellinvestment.ca/-
Yorkville Asset ManagementInvestment company
100 Wellington St W, Toronto, ON M5K 1B7, CanadaView on Google Maps
5.0(3)
+*6*77767*80View in Leads Searchin**@y*************.comView in Leads Searchwww.yorkvilleasset.com/
LinkedInInstagramFacebook
Northlake Wealth Management - TD Wealth Private Investment AdviceInvestment service
66 Wellington St W 36th Floor, Toronto, ON M5K 1A2, CanadaView on Google Maps
5.0(3)
+***6**8**15View in Leads Search-advisors.td.com/northlakewealthmanagement?utm_source=GMB&utm_medium=link&utm_campaign=local&y_source=1_MTI4MDEzMTYtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
X (Twitter)
Cumberland Private Wealth ManagementFinancial advisor
99 Yorkville Ave Ste 300, Toronto, ON M5R 3K5, CanadaView on Google Maps
5.0(2)
+***69*9**90View in Leads Searchco*****@c***.caView in Leads Searchcumberlandprivate.com/
LinkedInFacebook
Lorne Steinberg Wealth ManagementFinancial planner
36 Toronto St Ste 1140, Toronto, ON M5C 2C5, CanadaView on Google Maps
5.0(1)
+***6*8**747View in Leads Searchco*****@s**************.comView in Leads Searchwww.steinbergwealth.com/-
Scotia Wealth Management - InternationalFinancial institution
40 King St W 16th Floor, Toronto, ON M5H 3S1, CanadaView on Google Maps
5.0(1)
+***6*****00View in Leads Search-international.scotiawealthmanagement.com/contact-us/-
Turtle Creek Asset Management IncFinancial planner
40 King St W Ste 5100, Toronto, ON M5H 3Y2, CanadaView on Google Maps
5.0(1)
+***6*6*7*00View in Leads Search-www.turtlecreek.ca/-
Aaron Wealth ManagementFinancial Advisor
3625 Dufferin St #340, North York, ON M3K 1N4, CanadaView on Google Maps
4.9(53)
+***66****33View in Leads Search-www.aaronwealthmanagement.com/-
Richardson Wealth LimitedFinancial Advisor
100 Queens Quay E Ste 2500, Toronto, ON M5E 1Y3, CanadaView on Google Maps
4.5(37)
+***69**6696View in Leads Search-web.richardsonwealth.com/rwl-toronto/-
Treegrove Investment Management Inc.Investment service
121 Richmond St W Suite 305, Toronto, ON M5H 2K1, CanadaView on Google Maps
4.5(4)
+***69**7*61View in Leads Searchin**@t********.caView in Leads Searchwww.treegrove.ca/
LinkedInFacebook
Nest Wealth Asset ManagementFinancial planner
214 King St W Ste 510, Toronto, ON M5H 3S6, CanadaView on Google Maps
4.2(51)
+*6*77****59View in Leads Searchsu*****@n*********.comView in Leads Searchnestwealth.com/
LinkedInX (Twitter)
CIBC Private Wealth ManagementBank
25 King St W, Toronto, ON M5L 1A2, CanadaView on Google Maps
2.1(9)
+***698**631View in Leads Searchfr***@c***.comView in Leads Searchwww.cibc.com/en/private-wealth-management.html
LinkedInInstagramFacebookX (Twitter)YouTube
Scotia Wealth Management - TorontoFinancial advisor
40 King St W 49th Fl, Toronto, ON M5H 1H1, CanadaView on Google Maps
1.7(6)
+***686***10View in Leads Search-scotiaplaza.scotiawealthmanagement.com/?utm_source=google&utm_medium=local&utm_campaign=google-local-

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