Toronto financial planners

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Toronto financial planners
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Below are Toronto financial planners. Click on the name of the professional to view contact information and standardized credentials. Proposal process: anonymously describe the service desired (such as financial or retirement planning), select professionals who are to receive your information, and then receive price quotes via email from the professionals. It's that simple and it's free. Link to additional cities for financial planners.
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   Toronto financial planners
(Click here to start price quote process)


(No financial planners registered for this city.)

(Professionals who wish to be listed please click here.)

Toronto Financial Planners
NOT registered with MedLawPlus.com®

Bryan Grenier   (credentials)
Stonegate Private Counsel LP
1000-151 Yonge Street
Toronto, ON M5C2W7
Tel:416-681-7155
Email: info@stonegatepc.com
URL: www.stonegatepc.com
Cynthia Kett   (credentials)
Stewart & Kett Financial Advisors Inc.
Citicorp Place
Suite 911, 123 Front Street West
Toronto, Ontario M5J 2M2
Phone: (416) 362-6322
Email: ckett@stewartkett.com
URL: www.stewartkett.com
Jim Todd   (credentials)
Investment Planning Counsel™
85 Davisbrook Boulevard,
Scarborough, Ontario M1T 2J3
Jim: (416) 493-1104
Toll Free: (877) 247-1468
Email: jim@jimtodd.ca
URL: www.jimtodd.ca
Barbara L Garbens   (credentials)
B L Garbens Associates Inc.
39 Granlea Road
Toronto, ON M2N 2Z6
PH: 416-227-1543
Email: bgarbens@pathcom.com
URL: www.blgarbens.com
Warren MacKenzie   (credentials)
Second Opinion Investor Services Inc.
4141 Yonge Street, Suite 303
Toronto, ONT M2P 2A8
Telephone: (416) 640-0550
Email: wmackenzie@secondopinions.ca
URL: www.secondopinions.ca
 

General types of issues handled by financial planners:
  • Explaining various tax deferred options
  • Selecting investments that match your desired risk level
  • Diversification and other risk reduction strategies for your investment portfolio
  • Timing advice regarding when to rotate investments among various sectors as well as weighting between stocks (aka equities) and bonds
  • Estate planning
  • Retirement planning
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