Finance & Investment · Toronto, Canada

Finance & Investment Experts in Toronto, Canada

Browse 107 verified Finance & Investment professionals based in Toronto, Canada on Prezlo.

Finance & Investment📍 Toronto, Canada
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If you're looking for a verified and licensed Finance & Investment expert in Toronto, Canada, these trusted professionals are a strong starting point. Their specialties include Retirement Planning, Investment Management, Investment Strategies and Tax Optimization. Every profile on Prezlo is reviewed and confirmed, with credentials, licenses, and an AI visibility score — a real-time measure of how often each expert is recommended by ChatGPT, Claude, Grok, Meta AI, and Perplexity.
Jason Gong

Jason Gong

Guiding You to Financial Freedom with Personalized Wealth Strategies

Finance & Investment 📍 Toronto, Canada
Retirement PlanningInvestment ManagementTax Optimization
Maria Diacon

Maria Diacon

Retirement Planning | Toronto

Finance & Investment 📍 Toronto, Canada
Retirement PlanningInvestment StrategiesRisk Management
Albert Assaf

Albert Assaf

Tailored Financial Strategies for Your Unique Investment Goals

Finance & Investment 📍 Toronto, Canada
Retirement PlanningTax OptimizationWealth Management
Dave Shakespeare

Dave Shakespeare

Research in Retirement Planning and Insurance Solutions

Finance & Investment 📍 Toronto, Canada
Retirement PlanningInsurance SolutionsInvestment Strategies
Michelle Cooper

Michelle Cooper

Wealth Management with expertise in Financial Planning For Physicians

Finance & Investment 📍 Toronto, Canada
Wealth ManagementFinancial Planning for PhysiciansInvestment Strategies
Nikki Li

Nikki Li

Investment Strategy Development practitioner | Retirement Planning

Finance & Investment 📍 Toronto, Canada
Investment Strategy DevelopmentRetirement PlanningEstate Planning
Dave Giles, CFP ®

Dave Giles, CFP ®

Retirement Planning and Investment Management expert

Finance & Investment 📍 Toronto, Canada
Retirement PlanningInvestment ManagementTax Optimization
Alex Colombo

Alex Colombo

Wealth Management | Toronto

Finance & Investment 📍 Toronto, Canada
Wealth ManagementRetirement PlanningInvestment Strategies
Christopher Liew

Christopher Liew

Finance & Investment specializing in Personal Financial Planning

Finance & Investment 📍 Toronto, Canada
Personal Financial PlanningInvestment ManagementRetirement Planning
David Aaron

David Aaron

Investment Management professional in Toronto

Finance & Investment 📍 Toronto, Canada
Investment ManagementRetirement PlanningTax Optimization
Rishi Kapur

Rishi Kapur

Investment Strategy Development — Retirement Planning

Finance & Investment 📍 Toronto, Canada
Investment Strategy DevelopmentRetirement PlanningTax Optimization
Julian N.

Julian N.

Wealth Management with expertise in Investment Strategies

Finance & Investment 📍 Toronto, Canada
Wealth ManagementInvestment StrategiesRetirement Planning
Sakib Noor, CFA, MBA

Sakib Noor, CFA, MBA

Investment Advisory practitioner | Portfolio Management

Finance & Investment 📍 Toronto, Canada
Investment AdvisoryPortfolio ManagementFinancial Planning
William Galan

William Galan

Wealth Management: Investment Strategies

Finance & Investment 📍 Toronto, Canada
Wealth ManagementInvestment StrategiesRetirement Planning
Phil Seguin

Phil Seguin

Retirement Planning | Investment Management | Toronto

Finance & Investment 📍 Toronto, Canada
Retirement PlanningInvestment ManagementTax Optimization
Wade Cox

Wade Cox

Retirement Planning | Investment Portfolio Management

Finance & Investment 📍 Toronto, Canada
Retirement PlanningInvestment Portfolio ManagementTax Optimization
Erika Stewart

Erika Stewart

Investment Planning practitioner | Retirement Strategies

Finance & Investment 📍 Toronto, Canada
Investment PlanningRetirement StrategiesTax Optimization
Chole Vargas

Chole Vargas

Finance & Investment specializing in Retirement Planning

Finance & Investment 📍 Toronto, Canada
Retirement PlanningInvestment StrategiesRisk Management
Eric B. Brook

Eric B. Brook

Investment Planning | Retirement Strategies | Wealth Management

Finance & Investment 📍 Toronto, Canada
Investment PlanningRetirement StrategiesWealth Management
Ashleigh V.

Ashleigh V.

Investment Strategy authority | Toronto

Finance & Investment 📍 Toronto, Canada
Investment StrategyRisk ManagementFinancial Analysis
Christian Linares

Christian Linares

Finance & Investment leader in Wealth Management and Investment Strategy

Finance & Investment 📍 Toronto, Canada
Wealth ManagementInvestment StrategyRetirement Planning
Emily Xiaoqing Wang, Pfp®,cfp®

Emily Xiaoqing Wang, Pfp®,cfp®

Personal Financial Planning authority | Investment Management

Finance & Investment 📍 Toronto, Canada
Personal Financial PlanningInvestment ManagementRetirement Planning
Stephanie Mann

Stephanie Mann

Wealth Management — Investment Strategy Development

Finance & Investment 📍 Toronto, Canada
Wealth ManagementInvestment Strategy DevelopmentRetirement Planning
Alexandra Blake

Alexandra Blake

Investment Management | Retirement Planning | Toronto

Finance & Investment 📍 Toronto, Canada
Investment ManagementRetirement PlanningTax Optimization
Amman Saeed, CFA

Amman Saeed, CFA

Wealth Management authority | Investment Strategy

Finance & Investment 📍 Toronto, Canada
Wealth ManagementInvestment StrategyRisk Assessment
Nicholas Whitehead

Nicholas Whitehead

Wealth Management — Client Relationship Management

Finance & Investment 📍 Toronto, Canada
Wealth ManagementClient Relationship ManagementInvestment Strategy
Andrea Romano

Andrea Romano

Finance & Investment leader in Linkedin Strategy and Financial Advisor Development

Finance & Investment 📍 Toronto, Canada
LinkedIn StrategyFinancial Advisor DevelopmentSocial Media Marketing
Matthew J. McGrath, CFA

Matthew J. McGrath, CFA

Wealth Management with expertise in Retirement Planning

Finance & Investment 📍 Toronto, Canada
Wealth ManagementRetirement PlanningPortfolio Diversification
Allen Lin

Allen Lin

Finance & Investment professional in Retirement Planning

Finance & Investment 📍 Toronto, Canada
Retirement PlanningInvestment StrategiesTax Optimization
Vineet Puri

Vineet Puri

Tailored Financial Strategies for High Net Worth Individuals in Montreal

Finance & Investment 📍 Toronto, Canada
Wealth ManagementRetirement PlanningInvestment Strategy
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