Top Asset Management Companies in Toronto
27 Companies
List of the Top Toronto Wealth and Asset Management Companies
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UndisclosedUndisclosed2 - 9Vaughan, Canada
Services provided
20% Financial Advising & Planning50% Accounting20% Financial Consulting +110% Business ConsultingFocus Areas
100% Wealth & Asset ManagementSee all 2 projectsMuia 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.
Reviews mention Well-organized projects
Clients have consistently praised Muia Consulting for their well-organized project management. One CEO highlighted their professionalism and expertise in structuring their company after a previous negative experience, stating, 'Their professionalism and expertise has been more than satisfactory.' Another client remarked on their efficiency and effective communication, noting, 'They are very organized and use many cloud sources to give the opportunity to share docs remotely.' Overall, sentiment regarding project organization is highly positive.-
Accounting Services for Culinary Studio
5.0 Jan 28, 2022Their are very organized and use many cloud sources to give the opportunity to share docs remotely.
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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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Restaurants Wellness & FitnessWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
Review Rating from Toronto 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.Read All Reviews -
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Undisclosed< $25 / hr10 - 49Mississauga, Canada
Services provided
20% Financial Advising & Planning70% Accounting10% Financial ConsultingFocus Areas
25% Wealth & Asset Management40% Mortgage & Loan Brokerage25% Debt Consulting +25% Retirement Planning5% Stocks Portfolio ManagementSee all 1 projectsADYZER 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.
1 of 1 Financial Advising & Planning reviews are 5 stars1 new review for Financial Advising & Planning in past 6 monthsLess than $10,000 avg. project costRead 1 ReviewFinancial 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 moreWas this helpful?
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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Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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$5,000+$25 - $49 / hr2 - 9Toronto, Canada
Services provided
50% Financial Advising & Planning50% Business ConsultingFocus Areas
100% Wealth & Asset ManagementJohn 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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UndisclosedUndisclosed250 - 999Toronto, Canada
Services provided
50% Financial Advising & Planning25% Commercial Financing25% Funding & InvestmentFocus Areas
100% Wealth & Asset ManagementFinancial Advising & Planning company Canaccord Genuity Group was established in 1950. The firm focuses on Financial Advising & Planning and Commercial Financing, and is midsize.
Read moreSee All Locations (2)Toronto, Canada
40 Temperance St Suite 2100
Toronto, Canada M5H 0B4251 - 300
416-869-7368
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UndisclosedUndisclosed1,000 - 9,999Toronto, Canada
Services provided
30% Financial Advising & Planning50% Business Valuation Services20% Commercial FinancingFocus Areas
100% Wealth & Asset ManagementLaSalle Investment Management is a large Business Valuation Services company founded in 1980. Their team focuses on Business Valuation Services and Financial Advising & Planning.
Read moreSee All Locations (3)Toronto, Canada
Bay Adelaide Centre, East Tower 22 Adelaide Street West
Toronto, Canada M5H 4E36 - 9
+1.416.304.6000
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UndisclosedUndisclosed10 - 49Vaughan, Canada
Services provided
25% Financial Advising & Planning50% Accounting25% Financial ConsultingFocus Areas
50% Wealth & Asset Management25% Mortgage & Loan Brokerage15% Securities Brokerage +110% Debt ConsultingCebridge is a Vaughan, Canada-based Accounting company. They provide Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Toronto, Canada
Services provided
40% Financial Advising & Planning60% Business ConsultingFocus Areas
100% Wealth & Asset ManagementCitisoft, a Business Consulting company, was established in 1986. The team offers Business Consulting and Financial Advising & Planning.
Read moreSee All Locations (3)Toronto, Canada
1 University Ave
Toronto, Canada M5J 2P12 - 5
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$1,000+< $25 / hr2 - 9Mississauga, Canada
Services provided
30% Financial Advising & Planning70% Insurance Services & BrokersFocus Areas
50% Wealth & Asset Management50% Retirement PlanningLion 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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$1,000+$100 - $149 / hr10 - 49Mississauga, Canada
Services provided
25% Financial Advising & Planning25% Accounting25% Commercial Financing +125% Insurance Services & BrokersFocus Areas
15% Wealth & Asset Management15% Debt Consulting15% Mortgage & Loan Brokerage +415% Retirement Planning15% Securities Brokerage15% Stocks Portfolio Management10% Actuarial ServicesMohit 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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UndisclosedUndisclosed2 - 9Toronto, Canada
Services provided
25% Financial Advising & Planning25% Business Consulting25% Financial Consulting +125% Funding & InvestmentFocus Areas
15% Wealth & Asset Management15% Debt Consulting15% Mortgage & Loan Brokerage +415% Retirement Planning15% Securities Brokerage15% Stocks Portfolio Management10% Actuarial ServicesFounded in 2019, Altmaven Capital is a small Business Consulting company. Their services include Business Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Mississauga, Canada
Services provided
50% Financial Advising & Planning50% Commercial FinancingFocus Areas
50% Wealth & Asset Management50% Retirement PlanningSerre Financial, a Commercial Financing and Financial Advising & Planning company, offers Commercial Financing and Financial Advising & Planning. The agency is located in Mississauga, Canada.
Read more -
UndisclosedUndisclosed250 - 999Toronto, Canada
Services provided
10% Financial Advising & Planning20% Accounting20% Business Consulting +420% Business Valuation Services10% Cybersecurity10% Family Law10% HR ConsultingFocus Areas
100% Wealth & Asset ManagementRichter LLP is a Business Consulting company launched in 1926. The team specializes in Business Consulting and Accounting.
Read moreSee All Locations (3)Toronto, Canada
181 Bay St. #3510 Bay Wellington Tower
Toronto, Canada M5J 2T3101 - 150
416.488.2345
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UndisclosedUndisclosed10 - 49Toronto, Canada
Services provided
20% Financial Advising & Planning40% Funding & Investment20% Business Consulting +120% Financial ConsultingFocus Areas
100% Wealth & Asset ManagementHillsdale Investment Management Inc. Is a Funding & Investment company. Launched in 1996, their team focuses on Funding & Investment and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Toronto, Canada
Services provided
20% Financial Advising & Planning60% Financial Consulting20% Commercial FinancingFocus Areas
50% Wealth & Asset Management50% Debt ConsultingINFOR Financial, a Financial Consulting company, was founded in 2015. The team offers Financial Consulting and Commercial Financing.
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UndisclosedUndisclosed2 - 9Toronto, Canada
Services provided
30% Financial Advising & Planning30% Accounting20% Business Consulting +120% Financial ConsultingFocus Areas
50% Wealth & Asset Management50% Debt ConsultingEstablished in 2009, TAO Administration is an Accounting company. The team provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Toronto, Canada
Services provided
25% Financial Advising & Planning25% Commercial Financing20% Financial Consulting +310% Business Consulting10% Corporate Training & Coaching10% Market ResearchFocus Areas
100% Wealth & Asset ManagementCommercial 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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UndisclosedUndisclosed2 - 9Mississauga, Canada
Services provided
10% Financial Advising & Planning20% Accounting10% Commercial Financing +610% Finance & Accounting Outsourcing (FAO)10% Finance Law10% Financial Consulting10% Funding & Investment10% Insurance Services & Brokers10% Tax LawFocus Areas
20% Wealth & Asset Management20% Mortgage & Loan Brokerage20% Retirement Planning +410% Actuarial Services10% Debt Consulting10% Securities Brokerage10% Stocks Portfolio ManagementWealthy 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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$5,000+$25 - $49 / hr50 - 249Toronto, Canada
Services provided
25% Financial Advising & Planning25% Financial Consulting25% Fractional CFO Services +125% Funding & InvestmentFocus Areas
100% Wealth & Asset ManagementIn 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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UndisclosedUndisclosed2 - 9Toronto, Canada
Services provided
10% Financial Advising & Planning20% Talent Representation10% Accounting +610% Branding10% Business Consulting10% Content Marketing10% Marketing Strategy10% Public Relations10% Social Media MarketingFocus Areas
100% Wealth & Asset ManagementEnvision Sports & Entertainment is a Talent Representation company founded in 2012. Their services include Talent Representation and Branding.
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UndisclosedUndisclosed2 - 9Oakville, Canada
Services provided
50% Financial Advising & Planning50% Funding & InvestmentFocus Areas
50% Wealth & Asset Management50% Mortgage & Loan BrokerageBased in Oakville, Canada, Greg LaBella is a Financial Advising & Planning and Funding & Investment company. They specialize in Financial Advising & Planning and Funding & Investment.
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UndisclosedUndisclosed10 - 49Vaughan, Canada
Services provided
20% Financial Advising & Planning80% Financial ConsultingFocus Areas
100% Wealth & Asset ManagementFinancial Consulting company METSCO Energy Solutions provides Financial Consulting and Financial Advising & Planning. They are in Vaughan, Canada and Calgary, Canada.
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UndisclosedUndisclosed2 - 9Oakville, Canada
Services provided
25% Financial Advising & Planning25% Accounting25% Business Valuation Services +125% Litigation Support ServicesFocus Areas
50% Wealth & Asset Management50% Mortgage & Loan BrokerageAdaley Appraisal & Consulting Inc. Is a small Oakville, Canada-based Accounting company. The team focuses on Accounting and Financial Advising & Planning.
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Undisclosed$25 - $49 / hr2 - 9Burlington, Canada
Services provided
30% Financial Advising & Planning50% Accounting10% Funding & Investment +110% Insurance Services & BrokersFocus Areas
25% Wealth & Asset Management25% Actuarial Services25% Debt Consulting +125% Retirement PlanningDCP Accounting is an Accounting company. The team focuses on Accounting and Financial Advising & Planning and is based in Burlington, Canada.
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UndisclosedUndisclosed2 - 9Whitchurch-Stouffville, Canada
Services provided
10% Financial Advising & Planning20% Talent Representation10% Branding +610% Business Consulting10% Commercial Development10% Corporate Training & Coaching10% Digital Strategy10% Marketing Strategy10% Sports MarketingFocus Areas
50% Wealth & Asset Management50% Retirement PlanningGil Scott Sports Management, a Talent Representation company, was founded in 1979. They focuses on Talent Representation and Branding.
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UndisclosedUndisclosed2 - 9Hamilton, Canada
Services provided
50% Financial Advising & Planning50% AccountingFocus Areas
100% Wealth & Asset ManagementThe Accounting Place is an Accounting and Financial Advising & Planning company founded in 1998. The company offers Accounting and Financial Advising & Planning, and is small.
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$10,000+$25 - $49 / hr10 - 49St. Catharines, Canada
Services provided
20% Financial Advising & Planning30% Funding & Investment25% Financial Consulting +125% Insurance Services & BrokersFocus Areas
20% Wealth & Asset Management40% Debt Consulting40% Mortgage & Loan BrokerageGranton Financial is a Funding & Investment company. Located in St. Catharines, Canada, the team specializes in Funding & Investment and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Toronto, Canada
Services provided
20% Financial Advising & Planning20% Funding & Investment20% Product Design +220% Web Design20% Web DevelopmentFocus Areas
100% Wealth & Asset ManagementInvestor Cubed Inc. Is a Toronto, Canada-based web design company. Founded in 2010, the team offers Web Design and Product Design.
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List of the Top 2 Toronto Wealth and Asset Management Companies
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UndisclosedUndisclosed2 - 9Vaughan, Canada
Ability to deliver
25.2/40.016.2/20 Reviews2.5/10 Clients & Experience6.5/10 Market PresenceService focus
20% Financial Advising & Planning100% Wealth & Asset Management80% Other -
Undisclosed< $25 / hr10 - 49Mississauga, Canada
Ability to deliver
21.1/40.016.2/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
20% Financial Advising & Planning25% Wealth & Asset Management80% Other -
$5,000+$25 - $49 / hr2 - 9Toronto, Canada
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
50% Financial Advising & Planning100% Wealth & Asset Management50% Other -
UndisclosedUndisclosed250 - 999New York, NY
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Financial Advising & Planning100% Wealth & Asset Management50% Other -
UndisclosedUndisclosed1,000 - 9,999Denver, CO
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
30% Financial Advising & Planning100% Wealth & Asset Management70% Other -
UndisclosedUndisclosed10 - 49Vaughan, Canada
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
25% Financial Advising & Planning50% Wealth & Asset Management75% Other -
UndisclosedUndisclosed50 - 249London, England
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
40% Financial Advising & Planning100% Wealth & Asset Management60% Other -
$1,000+< $25 / hr2 - 9Mississauga, Canada
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
30% Financial Advising & Planning50% Wealth & Asset Management70% Other -
$1,000+$100 - $149 / hr10 - 49Mississauga, Canada
Ability to deliver
6.3/40.00/20 Reviews0/10 Clients & Experience6.4/10 Market PresenceService focus
25% Financial Advising & Planning15% Wealth & Asset Management75% Other -
UndisclosedUndisclosed2 - 9Toronto, Canada
Ability to deliver
6.7/40.00/20 Reviews2.1/10 Clients & Experience4.7/10 Market PresenceService focus
25% Financial Advising & Planning15% Wealth & Asset Management75% Other -
UndisclosedUndisclosed2 - 9Mississauga, Canada
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Financial Advising & Planning50% Wealth & Asset Management50% Other -
UndisclosedUndisclosed250 - 999Montréal, Canada
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
10% Financial Advising & Planning100% Wealth & Asset Management90% Other -
UndisclosedUndisclosed10 - 49Toronto, Canada
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
20% Financial Advising & Planning100% Wealth & Asset Management80% Other -
UndisclosedUndisclosed10 - 49Toronto, Canada
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
20% Financial Advising & Planning50% Wealth & Asset Management80% Other -
UndisclosedUndisclosed2 - 9Toronto, Canada
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
30% Financial Advising & Planning50% Wealth & Asset Management70% Other -
UndisclosedUndisclosed2 - 9Toronto, Canada
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
25% Financial Advising & Planning100% Wealth & Asset Management75% Other -
UndisclosedUndisclosed2 - 9Mississauga, Canada
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
10% Financial Advising & Planning20% Wealth & Asset Management90% Other
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