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 Finance & Investment expert in Toronto, Canada, these verified professionals are a strong starting point. Their specialties include Family Wealth Management, Retirement Planning, Wealth Management and Investment Strategy. Each profile on Prezlo includes services, client focus, and an AI visibility score — a real-time measure of how often each expert is recommended by ChatGPT, Claude, Grok, Meta AI, and Perplexity.
Leslie Gottlieb

Leslie Gottlieb

Family Wealth Management | Toronto

Finance & Investment 📍 Toronto, Canada
Family Wealth ManagementRetirement PlanningInvestment Strategy Development
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Alexandra Valentin

Alexandra Valentin

Toronto-based Wealth Management specialist

Finance & Investment 📍 Toronto, Canada
Wealth ManagementInvestment StrategyTax Optimization
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Sean Cooper, CFP®

Sean Cooper, CFP®

Retirement Planning with expertise in Investment Management

Finance & Investment 📍 Toronto, Canada
Retirement PlanningInvestment ManagementTax Optimization
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Dave Giles, CFP ®

Dave Giles, CFP ®

Retirement Planning and Investment Management expert

Finance & Investment 📍 Toronto, Canada
Retirement PlanningInvestment ManagementTax Optimization
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Sibiya Z.

Sibiya Z.

Microfinance Solutions — Impact Investing

Finance & Investment 📍 Toronto, Canada
Microfinance SolutionsImpact InvestingFinancial Literacy Programs
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Ron Cairns

Ron Cairns

Fee-Based Investment Management | Portfolio Diversification | Toronto

Finance & Investment 📍 Toronto, Canada
Fee-Based Investment ManagementPortfolio DiversificationRetirement Planning
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Matt Pope. MBA, BA

Matt Pope. MBA, BA

Wealth Management | Toronto

Finance & Investment 📍 Toronto, Canada
Wealth ManagementInvestment StrategyRetirement Planning
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AKM Munir Ahsan

AKM Munir Ahsan

Finance & Investment | Financial Analysis

Finance & Investment 📍 Toronto, Canada
Financial AnalysisInvestment ManagementRisk Assessment
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Eric B. Brook

Eric B. Brook

Investment Planning | Retirement Strategies | Wealth Management

Finance & Investment 📍 Toronto, Canada
Investment PlanningRetirement StrategiesWealth Management
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Xuanpeng Li

Xuanpeng Li

Wealth Management | Corporate Financing

Finance & Investment 📍 Toronto, Canada
Wealth ManagementCorporate FinancingInsurance Advisory
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Dustin Elliott

Dustin Elliott

Wealth Management professional in Toronto

Finance & Investment 📍 Toronto, Canada
Wealth ManagementInvestment StrategiesFinancial Planning
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Manav Sharma

Manav Sharma

Retirement Planning, Investment Management, and Tax Optimization

Finance & Investment 📍 Toronto, Canada
Retirement PlanningInvestment ManagementTax Optimization
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Cindy Li

Cindy Li

Retirement Planning: Investment Management

Finance & Investment 📍 Toronto, Canada
Retirement PlanningInvestment ManagementTax Optimization
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Dave Shakespeare

Dave Shakespeare

Research in Retirement Planning and Insurance Solutions

Finance & Investment 📍 Toronto, Canada
Retirement PlanningInsurance SolutionsInvestment Strategies
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Dave Wilder

Dave Wilder

Retirement Planning professional in Toronto

Finance & Investment 📍 Toronto, Canada
Retirement PlanningInvestment ManagementTax Optimization
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Xinyi Liao

Xinyi Liao

Finance & Investment professional in Personal Financial Planning

Finance & Investment 📍 Toronto, Canada
Personal Financial PlanningInvestment Portfolio ManagementRetirement Planning
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Willow YANG

Willow YANG

Finance & Investment focused on Wealth Management and Retirement Planning

Finance & Investment 📍 Toronto, Canada
Wealth ManagementRetirement PlanningTax Optimization
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Wade Cox

Wade Cox

Retirement Planning | Investment Portfolio Management

Finance & Investment 📍 Toronto, Canada
Retirement PlanningInvestment Portfolio ManagementTax Optimization
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Christopher Liew

Christopher Liew

Finance & Investment specializing in Personal Financial Planning

Finance & Investment 📍 Toronto, Canada
Personal Financial PlanningInvestment ManagementRetirement Planning
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Justin Saros

Justin Saros

Finance & Investment leader in Investment Planning and Retirement Solutions

Finance & Investment 📍 Toronto, Canada
Investment PlanningRetirement SolutionsTax Optimization
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Kathy Kuang Yan

Kathy Kuang Yan

Retirement Planning | Investment Management | Tax Optimization

Finance & Investment 📍 Toronto, Canada
Retirement PlanningInvestment ManagementTax Optimization
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Changyu Yang

Changyu Yang

Finance & Investment focused on Corporate Finance and Investment Analysis

Finance & Investment 📍 Toronto, Canada
Corporate FinanceInvestment AnalysisRisk Management
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Kathy Sager

Kathy Sager

Finance & Investment leader in Investment Strategy Development and Retirement Planning

Finance & Investment 📍 Toronto, Canada
Investment Strategy DevelopmentRetirement PlanningTax Optimization
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Nancy Simon

Nancy Simon

Retail Banking Operations professional in Toronto

Finance & Investment 📍 Toronto, Canada
Retail Banking OperationsClient Relationship ManagementInvestment Planning
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Milan Dhara

Milan Dhara

Finance & Investment professional in Financial Planning

Finance & Investment 📍 Toronto, Canada
Financial PlanningInvestment StrategyTeam Coaching
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Kelly Sobol

Kelly Sobol

Wealth Management | Retirement Planning | Investment Strategies

Finance & Investment 📍 Toronto, Canada
Wealth ManagementRetirement PlanningInvestment Strategies
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Phil Seguin

Phil Seguin

Retirement Planning | Investment Management | Toronto

Finance & Investment 📍 Toronto, Canada
Retirement PlanningInvestment ManagementTax Optimization
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Adam Malcolm

Adam Malcolm

Expert Philanthropic Gift Planning Advisor at IG Wealth Management

Finance & Investment 📍 Toronto, Canada
Philanthropic Gift PlanningWealth ManagementFinancial Planning
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Erik Wachman

Erik Wachman

Finance & Investment focused on Wealth Management and Retirement Planning

Finance & Investment 📍 Toronto, Canada
Wealth ManagementRetirement PlanningTax Optimization
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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
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