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 Wealth Management, Investment Strategy, Investment Portfolio Management and Financial Planning. 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.
Alex Y.

Alex Y.

Wealth Management: Investment Strategy

Finance & Investment 📍 Toronto, Canada
Wealth ManagementInvestment StrategyFinancial Planning
Tim Ng

Tim Ng

Investment Portfolio Management | Financial Planning | Toronto

Finance & Investment 📍 Toronto, Canada
Investment Portfolio ManagementFinancial PlanningRetirement Strategies
Justin Saros

Justin Saros

Finance & Investment leader in Investment Planning and Retirement Solutions

Finance & Investment 📍 Toronto, Canada
Investment PlanningRetirement SolutionsTax Optimization
Logan Harr

Logan Harr

Retirement Planning: Investment Management

Finance & Investment 📍 Toronto, Canada
Retirement PlanningInvestment ManagementTax Optimization
Kelly Sobol

Kelly Sobol

Wealth Management | Retirement Planning | Investment Strategies

Finance & Investment 📍 Toronto, Canada
Wealth ManagementRetirement PlanningInvestment Strategies
Michelle Kaczur, CFA, MBA

Michelle Kaczur, CFA, MBA

Portfolio Management — Retirement Planning

Finance & Investment 📍 Toronto, Canada
Portfolio ManagementRetirement PlanningTax Optimization
Steven Persaud

Steven Persaud

Personal Finance Management: Investment Strategy Development

Finance & Investment 📍 Toronto, Canada
Personal Finance ManagementInvestment Strategy DevelopmentFinancial Literacy Education
Nancy Simon

Nancy Simon

Retail Banking Operations professional in Toronto

Finance & Investment 📍 Toronto, Canada
Retail Banking OperationsClient Relationship ManagementInvestment Planning
Matt Pope. MBA, BA

Matt Pope. MBA, BA

Wealth Management | Toronto

Finance & Investment 📍 Toronto, Canada
Wealth ManagementInvestment StrategyRetirement Planning
Nicolas El-Dick

Nicolas El-Dick

Investment Portfolio Management professional in Toronto

Finance & Investment 📍 Toronto, Canada
Investment Portfolio ManagementRisk Assessment and MitigationFinancial Planning for Individuals
Sibiya Z.

Sibiya Z.

Microfinance Solutions — Impact Investing

Finance & Investment 📍 Toronto, Canada
Microfinance SolutionsImpact InvestingFinancial Literacy Programs
Veronica F.

Veronica F.

Finance & Investment professional in Investment Strategy Development

Finance & Investment 📍 Toronto, Canada
Investment Strategy DevelopmentClient Relationship ManagementMarket Research Analysis
Michelle Cooper

Michelle Cooper

Wealth Management with expertise in Financial Planning For Physicians

Finance & Investment 📍 Toronto, Canada
Wealth ManagementFinancial Planning for PhysiciansInvestment Strategies
Albert Assaf

Albert Assaf

Tailored Financial Strategies for Your Unique Investment Goals

Finance & Investment 📍 Toronto, Canada
Retirement PlanningTax OptimizationWealth Management
Anna F.

Anna F.

Finance & Investment specializing in Retirement Planning

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
Justin Saar

Justin Saar

Investment Strategies, Retirement Planning, and Tax Optimization

Finance & Investment 📍 Toronto, Canada
Investment StrategiesRetirement PlanningTax Optimization
Asif Khan

Asif Khan

Tailored Wealth Strategies for High-Net-Worth Individuals in Toronto

Finance & Investment 📍 Toronto, Canada
Portfolio ManagementRetirement PlanningTax Optimization
Nathan Wood

Nathan Wood

Finance & Investment leader in Investment Management and Financial Planning

Finance & Investment 📍 Toronto, Canada
Investment ManagementFinancial PlanningRetirement Strategies
Matthew J. McGrath, CFA

Matthew J. McGrath, CFA

Wealth Management with expertise in Retirement Planning

Finance & Investment 📍 Toronto, Canada
Wealth ManagementRetirement PlanningPortfolio Diversification
Vaishnavi Sethuraman CFP®

Vaishnavi Sethuraman CFP®

Retirement Planning practitioner | Investment Management

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

Maria Diacon

Retirement Planning | Toronto

Finance & Investment 📍 Toronto, Canada
Retirement PlanningInvestment StrategiesRisk Management
Chole Vargas

Chole Vargas

Finance & Investment specializing in Retirement Planning

Finance & Investment 📍 Toronto, Canada
Retirement PlanningInvestment StrategiesRisk Management
Claire O.

Claire O.

Retirement Planning | Toronto

Finance & Investment 📍 Toronto, Canada
Retirement PlanningWealth ManagementInvestment Portfolio Optimization
Laila A.

Laila A.

Investment Planning professional in Toronto

Finance & Investment 📍 Toronto, Canada
Investment PlanningRetirement SolutionsTax Optimization
Vineet Puri

Vineet Puri

Tailored Financial Strategies for High Net Worth Individuals in Montreal

Finance & Investment 📍 Toronto, Canada
Wealth ManagementRetirement PlanningInvestment Strategy
Dave Wilder

Dave Wilder

Retirement Planning professional in Toronto

Finance & Investment 📍 Toronto, Canada
Retirement PlanningInvestment ManagementTax Optimization
Avneet Atwal CFP®, BCom.

Avneet Atwal CFP®, BCom.

Retirement Planning | Tax Optimization

Finance & Investment 📍 Toronto, Canada
Retirement PlanningTax OptimizationEstate Planning
Xuanpeng Li

Xuanpeng Li

Wealth Management | Corporate Financing

Finance & Investment 📍 Toronto, Canada
Wealth ManagementCorporate FinancingInsurance Advisory
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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