In Canada, finding a wealth management firm can be difficult, but it’s easier than ever. The Wealth Managers Canada directory has compiled the top wealth management firms across Canada and is here to help you find the right fit for your needs. These firms can provide personalized guidance and match you with the right advisor.
Caring for Clients
Caring for clients is a Toronto-based fee-only wealth management firm. Founded 20 years ago, it is recognized by Wealth Professional Magazine as Canada’s top independent firm. Its founder, credits the firm’s success to its strong team spirit. She calls her staff “my second family” and believes that the firm’s focus on bespoke service sets it apart from other firms. Read now ex-ponent.com.
Caring for Clients focuses on providing holistic financial advice for clients. It is committed to diversity, with more female advisors on staff. This diversity means a more thorough approach to financial planning. It provides a full range of advisory services, from a free initial consultation to a comprehensive personal plan.
Cumberland Private Wealth
A top independent wealth management firm in Canada, Cumberland Private Wealth is a trusted advisor to families, foundations, and high-net-worth individuals. Its investment mandate is to build client wealth. The company’s management team includes Peter Jackson, who has over 25 years of investment experience. He serves on the firm’s investment committee and manages the Cumberland Total Energy Fund and Cumberland Special Opportunities Fund. The firm is privately owned and is headquartered in Toronto.
The Cumberland Private Wealth Management Firm, Canada, offers a wide variety of investment options to its clients. The firm’s investment portfolios include domestic and international equities mandates. In addition, it offers specialized equity strategies and long-term averages.
Canada Wealth Management is an advisory-only financial planning firm that specializes in assisting individuals with financial planning. Its principal is, who holds the designations of Chartered Accountant, Certified General Accountant, Registered Financial Planner, and Certified Tax Advisor. She has been in practice since 1984 and focuses on financial planning. The firm also provides tax services to individuals and corporations.
As a Toronto-based wealth management firm, offers a variety of services to meet clients’ needs. These services include cash management, estate planning, and risk management. The firm also offers customized discretionary portfolio management services.
Financial is a financial planning and investment management firm committed to a real partnership with you. The firm’s core values include integrity, professionalism and security. If you’re looking for a financial planning firm in Canada may be the right fit for you.
Financial was founded in 2005 in Toronto. Chartered financial planners provide comprehensive financial planning solutions that are tailored to the needs of clients. Their goal is to create a true partnership with their customers, which they do by providing a wide range of financial services and products.
The firm offers unbiased, conflict-free financial advice. Its advisors work with clients to build a customized investment strategy and retirement plan. The firm’s team-based strategy empowers clients to pursue their passions. It also offers estate planning and tax planning services.
Newport Private Wealth
As one of Canada’s largest private wealth management companies with $4.3 billion in assets under management, Newport has many different services to offer. These include estate planning and retirement planning, tax planning, insurance solutions, and philanthropic advisory services. The Newport team also has a long history in the financial industry.
One of the company’s most notable services is the Newport Partners Income Fund, which is managed in Toronto, Canada. This buyout fund focuses on companies in the commercial service, software, and healthcare technology system sectors. The fund also offers detailed financial data on more than three million companies. The below chart provides an illustration of some of the financial data that is included in the fund.