Toronto Financial and Investment Advisors

Capital Canada Limited

Capital Canada is a recognized leader in providing investment banking services to predominantly mid-market companies. We focus on assisting our clients with business sales and divestitures, raising growth financing, providing merger and acquisition

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Nest Wealth

Providing Access To A Better Financial Future We believe in the Value of Advice. We work to make sure that the best version of advice is provided to the most people. Founded in 2014 and part of Objectway Group from January 2024, Nest Wealth began by

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Optimize Wealth Management

Invest in What Really Matters Set Your Goals. Make Them Happen. Welcome to Optimize We are the next generation in premier wealth management. We judge our success and value based on how well your financial goals are achieved, not ours, which is

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John Lysack Wealth Management

John Lysack is a financial advisor and the founder of John Lysack Wealth Management. He helps his clients achieve financial freedom by using the key financial planning principles with modern planning strategies. He offers a range of services,

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IG Wealth Management Toronto

Building your financial confidence Our commitment: to help you feel more financially secure — now and in the future. OUR PURPOSE Improving your financial well-being We understand that true financial advice goes far beyond investments. IG

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Richardson Wealth

Empowered to succeed. Every Richardson Wealth advisor has the experience, tools and support to achieve more for every client. As the leading independent wealth manager in Canada, we offer the personal touch of a boutique firm while delivering big

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Planning Path Financial Wealth & Lifestyle

PlanningPath Financial is an independent lifestyle and wealth management agency in Toronto, Ontario. As a forward thinking agency we understand that our clients’ priorities are different than the generation before them. We concentrate our

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Want to see your business featured here? Email us at [email protected]

• Capital Canada Limited
• IG Wealth Management Toronto
• John Lysack Wealth Management
• Nest Wealth
• Optimize Wealth Management
• Planning Path Financial Wealth & Lifestyle
• Richardson Wealth