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25 Firms
Country: Canada
Province: Ontario

List of the Top Ontario Wealth and Asset Management Companies

  • Muia Consulting

    Muia Consulting

    Accounting Services

    Undisclosed
    Undisclosed
    2 - 9
    Vaughan, Canada
    Service Focus
    Financial Advising & Planning

    "They’re very flexible, always allowing us to control what we pay."

    • CEO, Chef Luciano Schipano LTD
  • Canaccord Genuity Group

    Canaccord Genuity Group

    Driven by Your Success.

    Undisclosed
    Undisclosed
    250 - 999
    Toronto, Canada
    Service Focus
    Financial Advising & Planning

    Through its principal subsidiaries, Canaccord Genuity Group Inc. (the Company) is a leading independent, full-service financial services firm, with operations in two principal segments of the…

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  • Mohit Grover

    Mohit Grover

    Mohit Grover

    $1,000+
    $100 - $149 / hr
    10 - 49
    Mississauga, Canada
    Service Focus
    Financial Advising & Planning

    We are the leading Mortgage Agent and private mortgage lender in Canada, providing private mortgage assistance for home equity loans, 2nd mortgages, bad credit, and refinancing at affordable prices.…

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  • DCP Accounting

    DCP Accounting

    The Power of Good Accounting

    Undisclosed
    $25 - $49 / hr
    2 - 9
    Burlington, Canada
    Service Focus
    Financial Advising & Planning

    DCP Accounting specializes in a variety of accounting services with outstanding support. We understand how busy you are, and with our expertise we can take care of your accounting needs quickly and…

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  • Altmaven Capital

    Altmaven Capital

    Direct Investment & Advisory Partner

    Undisclosed
    Undisclosed
    2 - 9
    Toronto, Canada
    Service Focus
    Financial Advising & Planning

    Altmaven Capital is a Toronto-based alternative asset management and advisory firm that offers companies access to growth capital through equity and venture debt. Our team specializes in delivering…

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  • Serre Financial

    Serre Financial

    Custom financial solutions

    Undisclosed
    Undisclosed
    2 - 9
    Mississauga, Canada
    Service Focus
    Financial Advising & Planning

    Dennis and Lisa Serre’s passion for tax strategy dates back decades to their first meeting in basic training at H&R block. Even then, these two recognized something others in this business missed…

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  • The Accounting Place

    The Accounting Place

    Small Business Everyday

    Undisclosed
    Undisclosed
    2 - 9
    Hamilton, Canada
    Service Focus
    Financial Advising & Planning

    WHAT WE DO: Since 1998, we’ve helped individuals and small to medium-sized businesses cut through all the information and deal with what matters most, because it’s not what you earn that matters… it’…

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  • Hillsdale Investment Management Inc.

    Hillsdale Investment Management Inc.

    Best of Both Fundamental & Quantitative Investment

    Undisclosed
    Undisclosed
    10 - 49
    Toronto, Canada
    Service Focus
    Financial Advising & Planning

    Founded in 1996, Hillsdale Investment Management is an independent, employee-controlled, and client-aligned investment boutique managing over $4 billion on behalf of a select group of…

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  • INFOR Financial

    INFOR Financial

    Financial Risk Consulting in Canada.

    Undisclosed
    Undisclosed
    10 - 49
    Toronto, Canada
    Service Focus
    Financial Advising & Planning

    INFOR Financial is Canada’s leading independent advisory investment bank committed to offering sophisticated, insightful, forward-thinking financial advice. Ranked as Canada’s top independent M&A…

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  • MultiTaxServices

    MultiTaxServices

    Your Accounting And Payroll Solutions

    Undisclosed
    $25 - $49 / hr
    2 - 9
    London, Canada
    Service Focus
    Financial Advising & Planning

    MultiTaxServices is the perfect solution for all your accounting needs. We provide accounting services to businesses and individuals. We’re a team of experienced accountants who can help you…

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  • MDL Financial Group

    MDL Financial Group

    Helping Canadians Build and Preserve Their Wealth

    Undisclosed
    Undisclosed
    2 - 9
    Ottawa, Canada
    Service Focus
    Financial Advising & Planning

    Family owned and operated since 1990. At MDL Financial Group the goal has always been for our clients to save money for their retirement, to be protected in the eventuality of a disability and when…

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  • TAO Administration

    TAO Administration

    Be More Efficient

    Undisclosed
    Undisclosed
    2 - 9
    Toronto, Canada
    Service Focus
    Financial Advising & Planning

    TAO Administration is the largest independent structured products administration firm in Canada with approximately $1 billion in assets under administration.TAO is focused on providing the highest…

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  • CognitiveSeven Consulting Inc.

    CognitiveSeven Consulting Inc.

    Financial Modelling Is At Our Core.

    Undisclosed
    Undisclosed
    2 - 9
    Toronto, Canada
    Service Focus
    Financial Advising & Planning

    CognitiveSeven Consulting provides financial advisory services, specializing in the development and review of complex financial forecast models.  We have deep expertise in project and…

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  • Devin Financial Group

    Devin Financial Group

    We'll help you find the right path.

    Undisclosed
    Undisclosed
    2 - 9
    Windsor, Canada
    Service Focus
    Financial Advising & Planning

    At Devin Financial Group Inc. we strive not only to meet, but exceed, our client expectations in terms of the service, support, and the advice we provide them. Our main objective is to ensure our…

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  • Lekadir LLP

    Lekadir LLP

    ADVISORY & CONSULTING SERVICES

    Undisclosed
    Undisclosed
    10 - 49
    Ottawa, Canada
    Service Focus
    Financial Advising & Planning

    Lekadir LLP is a Chartered Professional Accounting firm providing a full range of accounting, assurance, tax, and advisory services.The value of a rarity is best left undescribed, and it is the same…

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  • Import Sports Ltd.

    Import Sports Ltd.

    FULL SERVICE HOCKEY AGENCY

    Undisclosed
    Undisclosed
    10 - 49
    Ottawa, Canada
    Service Focus
    Financial Advising & Planning

    Import Sports Management is a full-service hockey agency that sees the bigger picture. Our outstanding track record negotiating contracts on behalf of some of hockey's best upcoming talent which is…

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  • Envision Sports & Entertainment

    Envision Sports & Entertainment

    Insight inspired results

    Undisclosed
    Undisclosed
    2 - 9
    Toronto, Canada
    Service Focus
    Financial Advising & Planning

    Envision Sports & Entertainment works with elite athletes, broadcast personalities, leading brands, sports organizations, charities and government. We draw upon our network of relationships,…

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  • Gil Scott Sports Management

    Gil Scott Sports Management

    A LEGACY OF SUCCESS BUILT ON FAMILY VALUES

    Undisclosed
    Undisclosed
    2 - 9
    Whitchurch-Stouffville, Canada
    Service Focus
    Financial Advising & Planning

    Gil Scott Sports Management is one of the longest standing professional sports agencies in North America. Built on a foundation of integrity, hard work, and meaningful relationships, GSSM has…

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  • Greg LaBella

    Greg LaBella

    Origination business debt financing

    Undisclosed
    Undisclosed
    2 - 9
    Oakville, Canada
    Service Focus
    Financial Advising & Planning

    Business financing Advisor and Mortgage Agent.Business financing advisor services; Recapitalizing SME companies assisting with their growth or business cycle needs via cash flow improvements. Working…

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  • Richter LLP

    Richter LLP

    Richter is a Business | Family Office.

    Undisclosed
    Undisclosed
    250 - 999
    Toronto, Canada
    Service Focus
    Financial Advising & Planning

    Richter is a Family Office | who provides strategic advice on business matters and the financial and personal goals of families across generations. With nearly 100 years of experience advising at the…

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  • METSCO Energy Solutions

    METSCO Energy Solutions

    Making It Possible.

    Undisclosed
    Undisclosed
    10 - 49
    Vaughan, Canada
    Service Focus
    Financial Advising & Planning

    We are power sector engineers and management consultants joined in our belief that utility, C&I and ESCO companies can be both technologically robust and affordable for their customers – today…

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  • Ilios Selene

    Ilios Selene

    Modernity Collective

    Undisclosed
    $200 - $300 / hr
    2 - 9
    Toronto, Canada
    Service Focus
    Financial Advising & Planning

    "Professional Finance and Administration Firm"
    "Dedicated Solutions" 
    Business Management and IT
    IAASEA © patent 2023 
    Copyright ISMC Corp. 2023
     
    Ilios Selene: 
    Modernity…"

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  • Adaley Appraisal & Consulting Inc.

    Adaley Appraisal & Consulting Inc.

    Fast. Accurate. Reliable.

    Undisclosed
    Undisclosed
    2 - 9
    Oakville, Canada
    Service Focus
    Financial Advising & Planning

    Adaley Appraisal & Consulting Inc. provides residential valuation and consulting solutions to the financial, legal & accounting industries throughout the Greater Toronto and Hamilton Areas.…

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  • LaSalle Investment Management

    LaSalle Investment Management

    Leading the world of real estate investment.

    Undisclosed
    Undisclosed
    1,000 - 9,999
    Toronto, Canada
    Service Focus
    Financial Advising & Planning

    LaSalle is one of the world's leading investment managers. We build long-term and trusted relationships with our clients – wherever they are and wherever they invest. We are focused solely on one…

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  • Citisoft

    Citisoft

    Management consulting in UK.

    Undisclosed
    Undisclosed
    50 - 249
    Toronto, Canada
    Service Focus
    Financial Advising & Planning

    Citisoft partners with the world's leading asset management firms and service providers to create impactful and effective solutions to today's complex business problems. Our sole focus is assessing,…

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