Find an independent and specialized Investment Advisor in Toronto

Our database only contains advisors that hold at least one of the following certifications:
  • Financial Management Advisor (FMA)

    A professional designation of the Canadian Securities Institute (CSI), the official educator of the Canadian securities industry.

  • Certified Financial Planner (CFP)

    A professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards, Inc. (CFP Board) in the Financial Planning Standards Council in Canada.

  • Investment Advisors in Toronto

    Investment Advisors (IAs) work for investment dealers that trade in securities. The largest firms in Canada are owned by banks, but there are also a number of independent ones.

Have an advisor in Toronto call you today. Once you fill in the form our system will match you to the best possible financial planner in your area. You will be contacted by a top independent Financial Advisor to talk about how you can achieve your financial goals.

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Investment Advisors in Toronto

  • Independent Investment Advisors Toronto

    Investmentassociate.com connects you with the top independent advisors in Ontario. Our advisors are not affiliated with any major institutions and have a proven track record as independents.

  • Get connected to the top independent advisors

    Our database contains only the top performing agents that have the credentials and a proven track record. Fill in the no obligation form and have one of our advisors contact you.proven track record as independents.

Testimonials

  • “I finally found an Advisor that looks at the “Big Picture” instead of telling me to buy and hold through every downturn.”

  • “My Advisor helped me to avoid the 2008-2009 market crash while many of my friends and family’s portfolios were decimated with their brokers.”

  • “I found a financial advisor who is actually concerned about my financces and not there to meet his quota.”