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Top Strategic Financial Planning Firms in Toronto

Ratings Updated: April 3, 2026
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4 Leaders 15 Contenders

75 Companies

Country: Canada
Province: Ontario
City: Toronto

List of the Top Toronto Strategic Financial Planners

  • Vistance Capital Advisory, as seen on BNN Bloomberg, Globe and Mail and Financial Post Logotype

    5.0 5 reviews
    $1,000+
    $50 - $99 / hr
    10 - 49
    Toronto, Canada

    Services provided

    10% Financial Advising & Planning
    40% Accounting
    15% Commercial Financing +3 services
    15% Funding & Investment
    10% Business Consulting
    10% Finance & Accounting Outsourcing (FAO)

    Vistance Capital Advisory, as seen on BNN Bloomberg, Globe and Mail and Financial Post, is a financial advisory firm providing comprehensive financial management, accounting, and strategic planning services. Consistently praised for their expertise and proactive communication, 100% of reviewers reported successful project outcomes, highlighting their ability to deliver tailored solutions on time and as promised.

    See all 5 projects

    Reviews mention Communicative

    Clients consistently highlight Vistance Capital Advisory's strong communication skills. One client noted, "Great communication" with regular updates via email and organized team calls. Another emphasized the firm's commitment to understanding their business needs before making recommendations. Overall, the sentiment surrounding communication is highly positive, with clients appreciating timely responses and effective dialogue throughout their engagements.
    • Financial & Accounting Services for Haircare Tool Retailer
      5.0 Aug 25, 2021

      Great communication. We tend to have updates from the team via email and an organized team call when needed.

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    • Accounting Services for Automatoive Dealership Consolidator
      5.0 Aug 9, 2021

      Tip to tale, it was a great experience. Great communication, great execution.

      Read Full Review
    Read All Reviews

    Industry Experience

    Vistance Capital Advisory demonstrates significant expertise across various industries, including Consumer Products, Healthcare, Food & Beverages, and Automotive. Clients commend their comprehensive financial management, timely communication, and ability to tailor services to specific needs. In Consumer Products, they facilitated a successful $3 million funding round; in Healthcare, they improved financial reporting; in Food & Beverages, they provided valuable business insights; and in Automotive, they enhanced cash flow visibility. Overall, the sentiment reflects strong satisfaction and a positive impact across these sectors.

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    Select Industry to see insights

    Consumer Products Healthcare Food & Beverages Automotive

    Average Project Cost Breakdown

    $50,000 to $199,999 (2) Less than $10,000 (1) $10,000 to $49,000 (1)

    What Clients Have Said

    Clients of Vistance Capital Advisory consistently highlight the company's fair pricing and value for money. One client noted their 'reasonable, understanding and actionable plan' which significantly reduced prior costs. Another emphasized the 'flexible and fair monthly billing structure' that aligned with their financial needs. Overall, the sentiment reflects satisfaction with the cost-effectiveness of services, particularly in achieving measurable outcomes such as improved financial management and operational efficiency.
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    Review Rating from Clients

    5.0/5.0

    Quality

    5.0

    Schedule

    5.0

    Cost

    4.9

    Willing to Refer

    5.0

    Toronto clients commend Vistance Capital for their tailored financial services, from bookkeeping to KPI reviews, with a focus on accuracy and accountability. Their resourcefulness and commitment to delivering on promises make them a trusted partner for scaling businesses and optimizing financial operations.
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  • Muia Consulting Logotype

    5.0 2 reviews
    Undisclosed
    Undisclosed
    2 - 9
    Vaughan, Canada

    Services provided

    20% Financial Advising & Planning
    50% Accounting
    20% Financial Consulting +1 service
    10% Business Consulting

    Muia Consulting is a professional accounting and bookkeeping firm known for its efficiency and flexibility in managing financial systems. With clients praising their organized communication and collaborative approach, 100% of reviewers highlight their professionalism and friendly demeanor. Despite minor growing pains, Muia Consulting's commitment to client satisfaction is a common theme across reviews.

    See all 2 projects

    Reviews mention Puts the customer first

    Muia Consulting demonstrates a strong customer-first approach, as evidenced by their commitment to client satisfaction and integration into client teams. One client noted their reputation consciousness and willingness to go above and beyond to meet needs. Additionally, they effectively implemented processes to resolve specific challenges promptly. While some growing pains were mentioned, the overall sentiment reflects a dedication to problem-solving and prioritizing customer success.
    • Accounting Services for Health & Wellness E-Commerce Store
      5.0 Jan 25, 2022

      They were onboarded onto our internal slack. They work as if they were really a part of our team. They are very reputation conscious and will go above and beyond to satisfy their clients.

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    Industry Experience

    Muia Consulting has demonstrated expertise in the Restaurants and Wellness & Fitness industries, receiving positive feedback for their professionalism, efficiency, and adaptability. Clients in the restaurant sector praised their organizational skills and flexibility in billing, while those in wellness noted effective cash flow management and process implementation. Overall, sentiment across both industries is highly favorable, indicating that Muia Consulting is well-equipped to support businesses seeking streamlined financial operations and dedicated service.

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    Select Industry to see insights

    Restaurants Wellness & Fitness

    Average Project Cost Breakdown

    Less than $10,000 (1) $10,000 to $49,000 (1)

    What Clients Have Said

    Muia Consulting is noted for its affordable pricing and flexible billing structure, allowing clients to control their expenses. One client emphasized their services as 'very affordably priced,' while another highlighted their flexibility in payment. Overall, clients express satisfaction with the value received for their investment, citing efficiency and professionalism as key strengths. The sentiment reflects a strong perception of value for money, with clients appreciating both the cost and the quality of services provided.
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    Review Rating from Clients

    5.0/5.0

    Quality

    5.0

    Schedule

    5.0

    Cost

    5.0

    Willing to Refer

    5.0

    Toronto clients commend Muia Consulting for their tailored financial services, including QuickBooks management and margin analysis. Their team’s proactive attitude and dedication to client success make them a trusted partner in streamlining financial operations for health and wellness brands.
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  • Orbit Accountants Logotype

    5.0 1 review
    Undisclosed
    Undisclosed
    10 - 49
    Toronto, Canada

    Services provided

    20% Financial Advising & Planning
    20% Accounting
    20% Business Consulting +2 services
    20% Finance & Accounting Outsourcing (FAO)
    20% Financial Consulting

    Orbit Accountants is a financial advising and planning firm offering services such as strategic financial planning, cash flow management, and tax advisory. With 100% positive reviews, clients praise their deep industry expertise, personalized approach, and exceptional project management, resulting in improved cash flow, successful fundraising, and significant cost savings. Reviewers frequently highlight the firm's ability to tailor financial strategies to specific business needs.

    See all 1 projects
    1 of 1 Financial Advising & Planning reviews are 5 stars
    1 new review for Financial Advising & Planning in past 6 months
    $50,000 – $199,999 avg. project cost

    Financial Advising & Planning PROJECT HIGHLIGHT

    Fractional CFO & Financial Consulting for Payment Platform

    5.0 — Orbit Accountants provides accounting and fractional CFO services for a payment platform. The team is responsible for developing a financial strategy, managing cash flow, and providing tax advisory Read more
    Read 1 Review

    Industry Experience

    Orbit Accountants has received positive feedback primarily from the financial services industry. Clients commend their expertise in strategic financial planning, cash flow management, and fundraising support, reporting improved cash flow by ~25% and successful fundraising efforts. Their proactive project management and tailored approach enhance client relations and streamline financial operations. Given their strengths in financial advisory and compliance, Orbit Accountants is well-suited for businesses seeking robust financial management solutions in the financial services sector.

    Read All Reviews

    Select Industry to see insights

    Financial services

    Average Project Cost Breakdown

    What Clients Have Said

    Clients have consistently praised Orbit Accountants for their competitive pricing and strong value for money. One client noted that their pricing fit within budget and highlighted the good value received for the cost. Additionally, the optimization of financial processes led to a 10% reduction in operational costs, further demonstrating their cost-effectiveness. Overall, the sentiment reflects satisfaction with the financial services provided, emphasizing both affordability and quality.
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  • ADYZER Logotype

    5.0 1 review
    Undisclosed
    < $25 / hr
    10 - 49
    Mississauga, Canada

    Services provided

    20% Financial Advising & Planning
    70% Accounting
    10% Financial Consulting

    ADYZER is a financial advising and planning company specializing in streamlining e-commerce accounting, managing payroll, and ensuring tax compliance. Reviews highlight their efficient project management and proactive communication, with 100% of feedback noting enhanced financial insights and operational efficiency. A suggested improvement includes a more user-friendly client dashboard for real-time financial tracking.

    See all 1 projects
    1 of 1 Financial Advising & Planning reviews are 5 stars
    1 new review for Financial Advising & Planning in past 6 months
    Less than $10,000 avg. project cost

    Financial Advising & Planning PROJECT HIGHLIGHT

    Accounting Services for Digital Agency

    5.0 — ADYZER provided accounting services for a digital agency. The team managed e-commerce accounting, tracked sales, handled payroll processes, ensured tax compliance, and generated financial reports. Read more
    Read 1 Review

    Industry Experience

    ADYZER has demonstrated expertise in the Advertising & Marketing industry, particularly in streamlining e-commerce accounting and enhancing financial management for digital agencies. Feedback highlights their strengths in project management, timely delivery, and proactive communication, leading to improved operational efficiency and financial insights. Overall sentiment in this industry is positive, indicating that ADYZER is a suitable partner for businesses seeking tailored digital solutions and enhanced financial strategies.

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    Select Industry to see insights

    Advertising & marketing

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Clients have noted that ADYZER offers good value for money, with one reviewer highlighting that their pricing fit within budget while still delivering quality results. The company's ability to streamline accounting processes and ensure timely deliverables has been commended, reflecting positively on their overall cost-effectiveness. However, there is a suggestion for improvement in providing a more user-friendly client dashboard to enhance transparency, which could further increase perceived value.
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  • Sunlite Mortgage Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    Toronto, Canada

    Services provided

    100% Financial Advising & Planning

    Launched in 2019, Sunlite Mortgage is a Financial Advising & Planning company. The team specializes in Financial Advising & Planning.

    Read more
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  • Onyx Adjusting Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Toronto, Canada

    Services provided

    50% Financial Advising & Planning
    50% Insurance Services & Brokers

    Established in 2020, Onyx Adjusting is a Financial Advising & Planning and Insurance Services & Brokers company. The team offers Financial Advising & Planning and Insurance Services & Brokers.

    Read more
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  • MB Accounting Logotype

    Not yet reviewed

    $50,000+
    $50 - $99 / hr
    250 - 999
    Toronto, Canada

    Services provided

    25% Financial Advising & Planning
    50% Accounting
    25% Financial Consulting

    Founded in 1996, MB Accounting is an Accounting company. The team provides Accounting and Financial Advising & Planning.

    Read more
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  • Team Uppal Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Mississauga, Canada

    Services provided

    100% Financial Advising & Planning

    Team Uppal is a Mississauga, Canada-based Financial Advising & Planning company. Established in 2022, the team focuses on Financial Advising & Planning.

    Read more
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  • Sharp Asset Management Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Toronto, Canada

    Services provided

    100% Financial Advising & Planning

    Financial Advising & Planning company Sharp Asset Management is based in Toronto, Canada. The team specializes in Financial Advising & Planning.

    Read more
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  • Mohit Grover Logotype

    Not yet reviewed

    $1,000+
    $100 - $149 / hr
    10 - 49
    Mississauga, Canada

    Services provided

    25% Financial Advising & Planning
    25% Accounting
    25% Commercial Financing +1 service
    25% Insurance Services & Brokers

    Mohit Grover is a Commercial Financing company. They are headquartered in Mississauga, Canada and have small team of experts. Their services include Commercial Financing and Accounting.

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  • Altmaven Capital Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Toronto, Canada

    Services provided

    25% Financial Advising & Planning
    25% Business Consulting
    25% Financial Consulting +1 service
    25% Funding & Investment

    Founded in 2019, Altmaven Capital is a small Business Consulting company. Their services include Business Consulting and Financial Advising & Planning.

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  • John Moakler Logotype

    Not yet reviewed

    $5,000+
    $25 - $49 / hr
    2 - 9
    Toronto, Canada

    Services provided

    50% Financial Advising & Planning
    50% Business Consulting

    John Moakler is a Business Consulting and Financial Advising & Planning company. Their team is located in Toronto, Canada. The firm provides Business Consulting and Financial Advising & Planning.

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  • Numeracy Accounting Solutions Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Mississauga, Canada

    Services provided

    20% Financial Advising & Planning
    20% Accounting
    20% Finance & Accounting Outsourcing (FAO) +2 services
    20% Financial Consulting
    20% Tax Law

    Numeracy Accounting Solutions is a Mississauga, Canada-based Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.

    Read more
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  • ICON Property Management Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Toronto, Canada

    Services provided

    20% Financial Advising & Planning
    20% Accounting
    20% Business Consulting +2 services
    20% Commercial Financing
    20% Financial Consulting

    Based in Toronto, Canada, ICON Property Management is a Business Consulting company. They offer Business Consulting and Commercial Financing and were founded in 1995.

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  • Taxccount Canada Logotype

    5.0 1 review
    $25,000+
    < $25 / hr
    10 - 49
    Toronto, Canada

    Services provided

    25% Financial Advising & Planning
    25% Accounting
    25% Financial Consulting +1 service
    25% Fractional CFO Services

    Managing tax accounting efficiently requires expert guidance, whether it's for bookkeeping near me tax filing near me, or comprehensive accounting services. At Taxccount Canada Inc. connect you with

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  • Cebridge Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Vaughan, Canada

    Services provided

    25% Financial Advising & Planning
    50% Accounting
    25% Financial Consulting

    Cebridge is a Vaughan, Canada-based Accounting company. They provide Accounting and Financial Advising & Planning.

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  • Tjara Halal Financing Logotype

    Not yet reviewed

    $100,000+
    $50 - $99 / hr
    10 - 49
    Mississauga, Canada

    Services provided

    30% Financial Advising & Planning
    30% Funding & Investment
    20% Finance & Accounting Outsourcing (FAO) +1 service
    20% Financial Consulting

    Tjara Halal Financing, a Financial Advising & Planning company, was founded in 2023. The agency specializes in Financial Advising & Planning and Funding & Investment.

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  • Max Mortgages Inc. Logotype

    Not yet reviewed

    $25,000+
    Undisclosed
    2 - 9
    Mississauga, Canada

    Services provided

    20% Financial Advising & Planning
    20% Commercial Brokerage Services
    20% Commercial Property Management +2 services
    20% Funding & Investment
    20% Insurance Services & Brokers

    Max Mortgages Inc. Is a small Commercial Brokerage Services company. They focus on Commercial Brokerage Services and Commercial Property Management and were launched in 2015.

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  • Booboo Accounting Services Logotype

    Not yet reviewed

    Undisclosed
    $150 - $199 / hr
    2 - 9
    Richmond Hill, Canada

    Services provided

    25% Financial Advising & Planning
    50% Accounting
    25% Financial Consulting

    Launched in 2021, Booboo Accounting Services is a small Richmond Hill, Canada-based Accounting company. Their services include Accounting and Financial Advising & Planning.

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  • Lion Shield Financial Logotype

    Not yet reviewed

    $1,000+
    < $25 / hr
    2 - 9
    Mississauga, Canada

    Services provided

    30% Financial Advising & Planning
    70% Insurance Services & Brokers

    Lion Shield Financial, an Insurance Services & Brokers company, was established in 2024. The team specializes in Insurance Services & Brokers and Financial Advising & Planning.

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  • Corporate Empire Logotype

    Not yet reviewed

    $25,000+
    $25 - $49 / hr
    10 - 49
    Mississauga, Canada

    Services provided

    20% Financial Advising & Planning
    20% Accounting
    20% Business Valuation Services +2 services
    20% Commercial Financing
    20% Financial Consulting

    Founded in 2020, Corporate Empire is a small Accounting company. Their team offers Accounting and Financial Advising & Planning.

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  • Pro Finance E&E Logotype

    Not yet reviewed

    $1,000+
    < $25 / hr
    2 - 9
    Mississauga, Canada

    Services provided

    10% Financial Advising & Planning
    70% Accounting
    20% Finance & Accounting Outsourcing (FAO)

    Pro Finance E&E, an Accounting company, is based in Mississauga, Canada. They offer Accounting and Finance & Accounting Outsourcing (FAO).

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  • MPCPA Professional Corporation Logotype

    Not yet reviewed

    $1,000+
    $100 - $149 / hr
    10 - 49
    Brampton, Canada

    Services provided

    25% Financial Advising & Planning
    25% Accounting
    25% Financial Consulting +1 service
    25% Tax Law

    MPCPA Professional Corporation is an Accounting company established in 2018. The team provides Accounting and Financial Advising & Planning and is in Brampton, Canada.

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  • Canaccord Genuity Group Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    Toronto, Canada

    Services provided

    50% Financial Advising & Planning
    25% Commercial Financing
    25% Funding & Investment

    Financial Advising & Planning company Canaccord Genuity Group was established in 1950. The firm focuses on Financial Advising & Planning and Commercial Financing, and is midsize.

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    Toronto, Canada

    40 Temperance St Suite 2100
    Toronto, Canada M5H 0B4

    251 - 300

    416-869-7368

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  • LaSalle Investment Management Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    1,000 - 9,999
    Toronto, Canada

    Services provided

    30% Financial Advising & Planning
    50% Business Valuation Services
    20% Commercial Financing

    LaSalle Investment Management is a large Business Valuation Services company founded in 1980. Their team focuses on Business Valuation Services and Financial Advising & Planning.

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    Toronto, Canada

    Bay Adelaide Centre, East Tower 22 Adelaide Street West
    Toronto, Canada M5H 4E3

    6 - 9

    +1.416.304.6000

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  • Garrington Capital Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Toronto, Canada

    Services provided

    50% Financial Advising & Planning
    50% Funding & Investment

    Garrington Capital is a midsize Toronto, Canada-based Financial Advising & Planning and Funding & Investment company. The team offers Financial Advising & Planning and Funding & Investment.

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  • The Value Builder System™ Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Toronto, Canada

    Services provided

    80% Financial Advising & Planning
    20% Business Valuation Services

    The Value Builder System™ is a Financial Advising & Planning company. Located in Toronto, Canada, the company specializes in Financial Advising & Planning and Business Valuation Services.

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  • All Inclusive Mortgages Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Brampton, Canada

    Services provided

    15% Financial Advising & Planning
    85% Insurance Services & Brokers

    All Inclusive Mortgages is a small Insurance Services & Brokers company. Launched in 2010, the team offers Insurance Services & Brokers and Financial Advising & Planning.

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    Brampton, Canada

    57 Pluto Drive
    Brampton, Canada L6V 3V2

    10 - 15

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  • Potier Management Inc Logotype

    Not yet reviewed

    $1,000+
    $50 - $99 / hr
    2 - 9
    Toronto, Canada

    Services provided

    20% Financial Advising & Planning
    80% Accounting

    Potier Management Inc is an Accounting company. Headquartered in Toronto, Canada, the team offers Accounting and Financial Advising & Planning.

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  • Subtitle Financial Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Toronto, Canada

    Services provided

    20% Financial Advising & Planning
    20% Business Valuation Services
    20% Digital Asset Management +2 services
    20% Financial Consulting
    20% Insurance Services & Brokers

    Established in 2025, Subtitle Financial is a small Financial Advising & Planning company. Their services include Financial Advising & Planning and Insurance Services & Brokers.

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  • Nova Technology Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Toronto, Canada

    Services provided

    50% Financial Advising & Planning
    50% Funding & Investment

    Established in 2011, Nova Technology is a Financial Advising & Planning and Funding & Investment company. The firm provides Financial Advising & Planning and Funding & Investment, and is small.

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  • Citisoft Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Toronto, Canada

    Services provided

    40% Financial Advising & Planning
    60% Business Consulting

    Citisoft, a Business Consulting company, was established in 1986. The team offers Business Consulting and Financial Advising & Planning.

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    Toronto, Canada

    1 University Ave
    Toronto, Canada M5J 2P1

    2 - 5

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  • Vaquita Consulting Logotype

    Not yet reviewed

    $1,000+
    $25 - $49 / hr
    2 - 9
    Toronto, Canada

    Services provided

    10% Financial Advising & Planning
    30% Business Consulting
    25% Commercial Financing +2 services
    25% Funding & Investment
    10% Financial Consulting

    Vaquita Consulting is a Business Consulting company. The Toronto, Canada-based team focuses on Business Consulting and Commercial Financing.

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  • Wealthy Wave Accounting Inc Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Mississauga, Canada

    Services provided

    10% Financial Advising & Planning
    20% Accounting
    10% Commercial Financing +6 services
    10% Finance & Accounting Outsourcing (FAO)
    10% Finance Law
    10% Financial Consulting
    10% Funding & Investment
    10% Insurance Services & Brokers
    10% Tax Law

    Wealthy Wave Accounting Inc is an Accounting company. Their small team of employees is in Mississauga, Canada. Their team provides Accounting and Finance & Accounting Outsourcing (FAO).

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  • ABC Financial Advisor Logotype

    3.5 1 review
    Undisclosed
    Undisclosed
    2 - 9
    Markham, Canada

    Services provided

    50% Financial Advising & Planning
    50% Insurance Services & Brokers

    ABC Financial Advisor offers Financial Advising, Financial Planning, and Investment Advisory services. Reviews indicate that the company excels in enhancing decision-making regarding risk tolerance, providing valuable insights, and maintaining effective communication through various channels. Clients appreciate the company's alignment with their budget and culture, and overall, ABC Financial Advisor is seen as delivering good value for cost.

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  • Serre Financial Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Mississauga, Canada

    Services provided

    50% Financial Advising & Planning
    50% Commercial Financing

    Serre Financial, a Commercial Financing and Financial Advising & Planning company, offers Commercial Financing and Financial Advising & Planning. The agency is located in Mississauga, Canada.

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  • Lotus Accounting Professional Corporation Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Toronto, Canada

    Services provided

    50% Financial Advising & Planning
    50% Accounting

    Lotus Accounting Professional Corporation is an Accounting and Financial Advising & Planning company founded in 2022. The firm provides Accounting and Financial Advising & Planning, and is small.

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  • Searchlight Capital Partners Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Toronto, Canada

    Services provided

    30% Financial Advising & Planning
    35% Commercial Financing
    35% Funding & Investment

    Searchlight Capital Partners, a Commercial Financing company, provides Commercial Financing and Funding & Investment. The company is located in New York, New York and London, England.

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    Toronto, Canada

    22 Adelaide Street West, 35th Floor
    Toronto, Canada M5H 4E3

    21 - 30

    +1 416 687 6590

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  • Frontwater Capital Logotype

    Not yet reviewed

    $5,000+
    $25 - $49 / hr
    50 - 249
    Toronto, Canada

    Services provided

    25% Financial Advising & Planning
    25% Financial Consulting
    25% Fractional CFO Services +1 service
    25% Funding & Investment

    In Toronto, Canada, Frontwater Capital is a Financial Advising & Planning company. They provide Financial Advising & Planning and Fractional CFO Services and were founded in 2024.

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  • SCORE Statistical Consulting Inc. Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Toronto, Canada

    Services provided

    35% Financial Advising & Planning
    35% Funding & Investment
    15% Back Office Outsourcing +1 service
    15% Call Center Services

    SCORE Statistical Consulting Inc. Is a Toronto, Canada-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Funding & Investment.

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  • Partners in Credit Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Markham, Canada

    Services provided

    30% Financial Advising & Planning
    70% Funding & Investment

    Partners in Credit is a Funding & Investment company. They are located in Markham, Canada and have small team. Their team offers Funding & Investment and Financial Advising & Planning.

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  • Xu & Xie CPA LLP Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Richmond Hill, Canada

    Services provided

    30% Financial Advising & Planning
    35% Accounting
    35% Business Valuation Services

    Xu & Xie CPA LLP is a small Richmond Hill, Canada-based Accounting company. The team offers Accounting and Business Valuation Services.

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  • TAO Administration Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Toronto, Canada

    Services provided

    30% Financial Advising & Planning
    30% Accounting
    20% Business Consulting +1 service
    20% Financial Consulting

    Established in 2009, TAO Administration is an Accounting company. The team provides Accounting and Financial Advising & Planning.

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  • Capidel Consulting Logotype

    Not yet reviewed

    $1,000+
    $100 - $149 / hr
    10 - 49
    Toronto, Canada

    Services provided

    20% Financial Advising & Planning
    20% Business Consulting
    20% Business Valuation Services +2 services
    20% Fractional CFO Services
    20% Funding & Investment

    Capidel Consulting, a Business Consulting company, was established in 2021. The small team provides Business Consulting and Financial Advising & Planning.

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  • B. Riley Farber Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Toronto, Canada

    Services provided

    20% Financial Advising & Planning
    20% Business Valuation Services
    15% Executive Search +3 services
    15% HR Consulting
    15% Insurance Services & Brokers
    15% Litigation Support Services

    Founded in 1979, B. Riley Farber is a midsize Toronto, Canada-based Financial Advising & Planning company. Their team specializes in Financial Advising & Planning and Business Valuation Services.

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  • CognitiveSeven Consulting Inc. Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Toronto, Canada

    Services provided

    25% Financial Advising & Planning
    25% Commercial Financing
    20% Financial Consulting +3 services
    10% Business Consulting
    10% Corporate Training & Coaching
    10% Market Research

    Commercial Financing company CognitiveSeven Consulting Inc. Is headquartered in Toronto, Canada. Established in 2017, the team focuses on Commercial Financing and Financial Advising & Planning.

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  • Pro Collections Limited Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Toronto, Canada

    Services provided

    25% Financial Advising & Planning
    25% Back Office Outsourcing
    25% Call Center Services +1 service
    25% Funding & Investment

    Pro Collections Limited is a small Toronto, Canada-based call center. Their services include Call Center Services and Back Office Outsourcing.

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  • Stillwater Capital Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Oakville, Canada

    Services provided

    20% Financial Advising & Planning
    20% Business Consulting
    20% Business Valuation Services +3 services
    20% Commercial Financing
    10% Financial Consulting
    10% Funding & Investment

    Stillwater Capital is a Business Consulting company. Their small team of employees is located in Oakville, Canada. Their team specializes in Business Consulting and Commercial Financing.

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  • Hillsdale Investment Management Inc. Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Toronto, Canada

    Services provided

    20% Financial Advising & Planning
    40% Funding & Investment
    20% Business Consulting +1 service
    20% Financial Consulting

    Hillsdale Investment Management Inc. Is a Funding & Investment company. Launched in 1996, their team focuses on Funding & Investment and Business Consulting.

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  • INFOR Financial Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Toronto, Canada

    Services provided

    20% Financial Advising & Planning
    60% Financial Consulting
    20% Commercial Financing

    INFOR Financial, a Financial Consulting company, was founded in 2015. The team offers Financial Consulting and Commercial Financing.

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Ability to deliver
Focus
Clutch Leaders Matrix

Rollover to see company insights or click a company below for more details.

1 Vistance Capital Advisory, as seen on BNN Bloomberg, Globe and Mail and Financial Post
2 Muia Consulting
3 Orbit Accountants
4 ADYZER

List of the Top 4 Toronto Strategic Financial Planners

  1. Vistance Capital Advisory, as seen on BNN Bloomberg, Globe and Mail and Financial Post Logotype

    Vistance Capital Advisory, as seen on BNN Bloomberg, Globe and Mail and Financial Post

    $1,000+
    $50 - $99 / hr
    10 - 49
    Toronto, Canada

    Ability to deliver

    34.6/40.0
    16.2/20 Reviews
    9.5/10 Clients & Experience
    8.9/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    90% Other
    View Profile Visit Website
  2. Muia Consulting Logotype

    Muia Consulting

    Undisclosed
    Undisclosed
    2 - 9
    Vaughan, Canada

    Ability to deliver

    25.2/40.0
    16.2/20 Reviews
    2.5/10 Clients & Experience
    6.5/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    80% Other
    View Profile Visit Website
  3. Orbit Accountants Logotype

    Orbit Accountants

    Undisclosed
    Undisclosed
    10 - 49
    Toronto, Canada

    Ability to deliver

    21.3/40.0
    16.4/20 Reviews
    0/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    80% Other
    View Profile Visit Website
  4. ADYZER Logotype

    ADYZER

    Undisclosed
    < $25 / hr
    10 - 49
    Mississauga, Canada

    Ability to deliver

    21.1/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    80% Other
    View Profile Visit Website
  5. Sunlite Mortgage Logotype

    Sunlite Mortgage

    Undisclosed
    Undisclosed
    250 - 999
    Toronto, Canada

    Ability to deliver

    5.3/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    100% Financial Advising & Planning
    View Profile Visit Website
  6. Onyx Adjusting Logotype

    Onyx Adjusting

    Undisclosed
    Undisclosed
    10 - 49
    Toronto, Canada

    Ability to deliver

    5.7/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.7/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Other
    View Profile Visit Website
  7. MB Accounting Logotype

    MB Accounting

    $50,000+
    $50 - $99 / hr
    250 - 999
    Toronto, Canada

    Ability to deliver

    5.3/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    75% Other
    View Profile Visit Website
  8. Team Uppal Logotype

    Team Uppal

    Undisclosed
    Undisclosed
    2 - 9
    Mississauga, Canada

    Ability to deliver

    5.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    100% Financial Advising & Planning
    View Profile Visit Website
  9. Sharp Asset Management Logotype

    Sharp Asset Management

    Undisclosed
    Undisclosed
    2 - 9
    Toronto, Canada

    Ability to deliver

    4.9/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    100% Financial Advising & Planning
    View Profile Visit Website
  10. Mohit Grover Logotype

    Mohit Grover

    $1,000+
    $100 - $149 / hr
    10 - 49
    Mississauga, Canada

    Ability to deliver

    6.3/40.0
    0/20 Reviews
    0/10 Clients & Experience
    6.4/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    75% Other
    View Profile Visit Website
  11. Altmaven Capital Logotype

    Altmaven Capital

    Undisclosed
    Undisclosed
    2 - 9
    Toronto, Canada

    Ability to deliver

    6.7/40.0
    0/20 Reviews
    2.1/10 Clients & Experience
    4.7/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    75% Other
    View Profile Visit Website
  12. John Moakler Logotype

    John Moakler

    $5,000+
    $25 - $49 / hr
    2 - 9
    Toronto, Canada

    Ability to deliver

    4/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Other
    View Profile Visit Website
  13. Numeracy Accounting Solutions Logotype

    Numeracy Accounting Solutions

    Undisclosed
    Undisclosed
    10 - 49
    Mississauga, Canada

    Ability to deliver

    5.7/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.7/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    80% Other
    View Profile Visit Website
  14. ICON Property Management Logotype

    ICON Property Management

    Undisclosed
    Undisclosed
    50 - 249
    Toronto, Canada

    Ability to deliver

    5.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    80% Other
    View Profile Visit Website
  15. Taxccount Canada Logotype

    Taxccount Canada

    $25,000+
    < $25 / hr
    10 - 49
    Toronto, Canada

    Ability to deliver

    4.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    75% Other
    View Profile Visit Website
  16. Cebridge Logotype

    Cebridge

    Undisclosed
    Undisclosed
    10 - 49
    Vaughan, Canada

    Ability to deliver

    4.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    75% Other
    View Profile Visit Website
  17. Tjara Halal Financing Logotype

    Tjara Halal Financing

    $100,000+
    $50 - $99 / hr
    10 - 49
    Mississauga, Canada

    Ability to deliver

    4/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    30% Financial Advising & Planning
    70% Other
    View Profile Visit Website
  18. Max Mortgages Inc. Logotype

    Max Mortgages Inc.

    $25,000+
    Undisclosed
    2 - 9
    Mississauga, Canada

    Ability to deliver

    5.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    80% Other
    View Profile Visit Website
  19. Booboo Accounting Services Logotype

    Booboo Accounting Services

    Undisclosed
    $150 - $199 / hr
    2 - 9
    Richmond Hill, Canada

    Ability to deliver

    4.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    75% Other
    View Profile Visit Website

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