List Of All wealth management company Leads in Toronto
Searching for wealth management company in Toronto? Below are 20 businesses with the essentials — location, contact details, and customer ratings. Novel Wealth leads the ratings at 5.0★, and most businesses on this list average around 4.8★. Details were last refreshed 9/9/2026, so you can browse with confidence and reach out directly to the ones that fit.
20 results · last updated 9/9/2026
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| Name | Phone | Links | Reviews | Category | |
|---|---|---|---|---|---|
| Novel Wealth25A Morrow Ave Ste 202, Toronto, ON M6R 2H9, Canada | +***6**••••0 | no***••••*.comRegister to View | 5.0(259 reviews) | Financial planner | |
| Flatiron Wealth Management Inc.49 Wellington St E #400, Toronto, ON M5E 1C9, Canada | +***6*6••••0 | an****••••*.comRegister to View | 5.0(91 reviews) | Financial planner | |
| Evergreen Wealth Management295 The West Mall #301, Etobicoke, ON M9C 4Z4, Canada | +***6**••••7 | — | 5.0(65 reviews) | Financial planner | |
| Designed Wealth Management55 York St Ste 802, Toronto, ON M5J 1R7, Canada | +*8**7*••••6 | in**••••**.caRegister to View | 5.0(38 reviews) | Financial institution | |
| Hudson Wealth & Trust Planning Group Inc - John Lysack325 Front St W 2nd Floor, Toronto, ON M5V 2Y1, Canada | +*6*7**••••3 | co****••••**.caRegister to View | 5.0(32 reviews) | Financial planner | |
| Schneider & Pollock Wealth Management Inc.401 Bay St. Ste 1600, Toronto, ON M5H 2Y4, Canada | +***66*••••6 | in**••••*.comRegister to View | 5.0(17 reviews) | Investment service | |
| Frontwater Capital Toronto1920 Yonge St #200, Toronto, ON M4S 3E2, Canada | +***69*••••5 | in****••••**.caRegister to View | 5.0(17 reviews) | Investment service | |
| IG Wealth Management - Adam Malcolm, MFA P CFP RIS199 Bay St. Ste 1800, Toronto, ON M5L 1G5, Canada | +***686••••8 | — | 5.0(13 reviews) | Financial advisor | |
| Logan Wealth Management10 Alcorn Ave Ste 303, Toronto, ON M4V 3A9, Canada | +*6*7**••••0 | us**••••*.comRegister to View | 5.0(5 reviews) | Investment service | |
| Yorkville Asset Management100 Wellington St W, Toronto, ON M5K 1B7, Canada | +*6*777••••0 | in**••••*.comRegister to View | 5.0(3 reviews) | Investment company | |
| Northlake Wealth Management - TD Wealth Private Investment Advice66 Wellington St W 36th Floor, Toronto, ON M5K 1A2, Canada | +***6**••••5 | — | 5.0(3 reviews) | Investment service | |
| Caldwell Investment Management Ltd150 King St W, Toronto, ON M5H 1J9, Canada | +***6*9••••8 | — | 5.0(3 reviews) | Investment service | |
| Cumberland Private Wealth Management99 Yorkville Ave Ste 300, Toronto, ON M5R 3K5, Canada | +***69*••••0 | co****••••**.caRegister to View | 5.0(2 reviews) | Financial advisor | |
| Lorne Steinberg Wealth Management36 Toronto St Ste 1140, Toronto, ON M5C 2C5, Canada | +***6*8••••7 | co****••••*.comRegister to View | 5.0(1 reviews) | Financial planner | |
| Turtle Creek Asset Management Inc40 King St W Ste 5100, Toronto, ON M5H 3Y2, Canada | +***6*6••••0 | — | 5.0(1 reviews) | Financial planner | |
| Aaron Wealth Management3625 Dufferin St #340, North York, ON M3K 1N4, Canada | +***66*••••3 | — | 4.9(53 reviews) | Financial Advisor | |
| Richardson Wealth Limited100 Queens Quay E Ste 2500, Toronto, ON M5E 1Y3, Canada | +***69*••••6 | ja****••••*.comRegister to View | 4.6(36 reviews) | Financial Advisor | |
| Treegrove Investment Management Inc.121 Richmond St W Suite 305, Toronto, ON M5H 2K1, Canada | +***69*••••1 | in**••••**.caRegister to View | 4.5(4 reviews) | Investment service | |
| Nest Wealth Asset Management214 King St W Ste 510, Toronto, ON M5H 3S6, Canada | +*6*77*••••9 | su****••••*.comRegister to View | 4.2(51 reviews) | Financial planner | |
| CIBC Private Wealth Management25 King St W, Toronto, ON M5L 1A2, Canada | +***698••••1 | fr***••••*.comRegister to View | 2.1(9 reviews) | Bank |