# Top Asset Management Companies in Toronto Recommended Wealth & Asset Management companies in Toronto include Muia Consulting, ADYZER, John Moakler, Canaccord Genuity Group, LaSalle Investment Management, Cebridge, Citisoft, Lion Shield Financial, Mohit Grover, Altmaven Capital. We verify reviews and evaluate companies so you can choose with confidence. We may earn a fee for some placements. [Learn how Clutch ensures trust](#why-trust-clutch) ## List of the Best Top Asset Management Companies in Toronto Ratings Updated: Jul 15, 2026 ### [Muia Consulting](https://clutch.co/profile/muia-consulting) #### 5 out of 5 star rating (2 reviews) - 2 - 9 employees - Vaughan, Canada #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 20% Financial Advising & Planning - 20% Financial Consulting - 10% Business Consulting #### Company description 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. [Visit Website](https://www.muiaconsulting.com/) #### Professional Clients consistently highlight Muia Consulting's professionalism, noting their expertise and effective organization. One client, the CEO of Chef Luciano Schipano Ltd, emphasized their satisfactory performance following a previous negative experience, stating, "Their professionalism and expertise has been more than satisfactory." Another notable comment described the team as "very organized" and praised their friendly demeanor. Overall, the sentiment reflects a strong appreciation for their professional approach and reliable service. - Accounting Services for Culinary Studio (5.0/5, Jan 28, 2022): Their project management style is very organized and they use many cloud sources to give the opportunity to share docs remotely. They are professional and friendly, which was impressive and unique about the company. [Read Full Review](https://clutch.co/go-to-review/muia-consulting/9706) #### Experience in 2 industries 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. [Read All Reviews](https://clutch.co/profile/muia-consulting?verified=true#reviews) ##### Restaurants Experience Muia Consulting has received positive feedback from clients in the Restaurants industry, highlighting their professionalism and expertise. One client, the CEO of a culinary company, praised their efficiency and organizational skills in streamlining business operations following a previous vendor issue. The firm's ability to adapt to client needs and maintain effective communication through cloud-based tools has further reinforced their value, making them a strong candidate for businesses seeking reliable consulting services in the Restaurants sector. - 1 review for restaurants industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Accounting Services for Culinary Studio (5.0/5, Jan 28, 2022): Muia Consulting has been providing accounting services for a culinary studio. They've organized a company structure discussion to create a plan to keep the business books and system organized.  [Read Full Review](https://clutch.co/go-to-review/muia-consulting/9706) ##### Wellness & Fitness Experience Muia Consulting demonstrates strong expertise in the Wellness & Fitness industry, particularly in financial management and operational support. Clients commend their ability to implement effective processes swiftly, enhancing financial visibility and decision-making. The firm is recognized for its proactive communication and commitment to client satisfaction, fostering a collaborative partnership. Overall sentiment is positive, highlighting Muia Consulting as a reliable choice for businesses seeking to improve their financial operations within the Wellness & Fitness sector. - 1 review for wellness & fitness industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Accounting Services for Health & Wellness E-Commerce Store (5.0/5, Jan 25, 2022): Muia Consulting provided accounting services for a health and wellness e-commerce store. The team managed bookkeeping, accounts payable, and cash flows in Quickbooks.  [Read Full Review](https://clutch.co/go-to-review/muia-consulting/9586) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/muia-consulting?verified=true#reviews) - Less than $10,000 (1 reviews) - $10,000 to $49,000 (1 reviews) #### 1 review from clients near Toronto Review Rating from Clients - 5.0 out of 5.0 - Overall: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 Local clients describe Muia Consulting as highly responsive and client-focused, with a strong reputation for going above expectations. They successfully delivered tailored financial processes, demonstrating expertise in managing intricate accounting needs. [Read Local Reviews](https://clutch.co/profile/muia-consulting?verified=true#reviews) --- ### [ADYZER](https://clutch.co/profile/adyzer) #### 5 out of 5 star rating (1 reviews) - < $25 average hourly rate - 10 - 49 employees - Mississauga, Canada #### Services Provided - Allocation of Expertise by Percentage - 70% Accounting - 20% Financial Advising & Planning - 10% Financial Consulting #### Company description 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. [Visit Website](https://www.adyzer.ca) #### Proactive Clients have consistently praised ADYZER for their proactive approach to project management. One review highlighted their 'proactive communication' and 'attention to detail,' which contributed to timely deliveries and tailored solutions. Additionally, the team was noted for maintaining open communication and addressing client needs effectively, resulting in enhanced operational efficiency and financial transparency. Overall, the sentiment regarding ADYZER's proactivity is overwhelmingly positive, reinforcing their value as a strategic partner. #### 1 review mentions Financial Advising & Planning Accounting Services for Digital Agency 5.0/5 — 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. - 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 [Read Full Review](https://clutch.co/go-to-review/adyzer/337925) #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/adyzer?verified=true#reviews) ##### Advertising & marketing Experience ADYZER demonstrates strong expertise in enhancing financial management for digital agencies within the advertising and marketing industry. Clients highlight their proactive communication, attention to detail, and commitment to delivering actionable financial insights. The streamlined e-commerce accounting processes and efficient payroll management have significantly improved operational efficiency and decision-making. Overall, ADYZER is considered a valuable partner, though there is potential for improvement in user interface design for real-time financial tracking. - 1 review for advertising & marketing industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Accounting Services for Digital Agency (5.0/5, Dec 16, 2024): 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 Full Review](https://clutch.co/go-to-review/adyzer/337925) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/adyzer?verified=true#reviews) - Less than $10,000 (1 reviews) --- ### [John Moakler](https://clutch.co/profile/john-moakler) - $5,000+ minimum project size - $25 - $49 average hourly rate - 2 - 9 employees - Toronto, Canada #### Services Provided - Allocation of Expertise by Percentage - 50% Financial Advising & Planning - 50% Business Consulting #### Company description 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. [Visit Website](https://johnmoakler.net/) --- ### [Canaccord Genuity Group](https://clutch.co/profile/canaccord-genuity-group) - 250 - 999 employees - Toronto, Canada #### Services Provided - Allocation of Expertise by Percentage - 25% Commercial Financing - 50% Financial Advising & Planning - 25% Funding & Investment #### Company description Financial Advising & Planning company Canaccord Genuity Group was established in 1950. The firm focuses on Financial Advising & Planning and Commercial Financing, and is midsize. [Visit Website](https://www.canaccordgenuity.com/) #### 82% of employees work in Toronto office Toronto, Canada 40 Temperance St Suite 2100 251 - 300 employees 416-869-7368 [See All Locations (2)](https://clutch.co/profile/canaccord-genuity-group#location) --- ### [LaSalle Investment Management](https://clutch.co/profile/lasalle-investment-management) - 1,000 - 9,999 employees - Toronto, Canada #### Services Provided - Allocation of Expertise by Percentage - 50% Business Valuation Services - 20% Commercial Financing - 30% Financial Advising & Planning #### Company description LaSalle Investment Management is a large Business Valuation Services company founded in 1980. Their team focuses on Business Valuation Services and Financial Advising & Planning. [Visit Website](https://www.lasalle.com/) #### 10% of employees work in Toronto office Toronto, Canada Bay Adelaide Centre, East Tower 22 Adelaide Street West 6 - 9 employees +1.416.304.6000 [See All Locations (3)](https://clutch.co/profile/lasalle-investment-management#location) --- ### [Cebridge](https://clutch.co/profile/cebridge) - 10 - 49 employees - Vaughan, Canada #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 25% Financial Advising & Planning - 25% Financial Consulting #### Company description Cebridge is a Vaughan, Canada-based Accounting company. They provide Accounting and Financial Advising & Planning. [Visit Website](https://www.cebridge.com/) --- ### [Citisoft](https://clutch.co/profile/citisoft) - 50 - 249 employees - Toronto, Canada #### Services Provided - Allocation of Expertise by Percentage - 40% Financial Advising & Planning - 60% Business Consulting #### Company description Citisoft, a Business Consulting company, was established in 1986. The team offers Business Consulting and Financial Advising & Planning. [Visit Website](https://www.citisoft.com/) #### 10% of employees work in Toronto office Toronto, Canada 1 University Ave 2 - 5 employees [See All Locations (3)](https://clutch.co/profile/citisoft#location) --- ### [Lion Shield Financial](https://clutch.co/profile/lion-shield-financial) - $1,000+ minimum project size - < $25 average hourly rate - 2 - 9 employees - Mississauga, Canada #### Services Provided - Allocation of Expertise by Percentage - 30% Financial Advising & Planning - 70% Insurance Services & Brokers #### Company description Lion Shield Financial, an Insurance Services & Brokers company, was established in 2024. The team specializes in Insurance Services & Brokers and Financial Advising & Planning. [Visit Website](https://www.lionshieldfinancial.ca/insurance-broker-mississauga/) --- ### [Mohit Grover](https://clutch.co/profile/mohit-grover) - $1,000+ minimum project size - $100 - $149 average hourly rate - 10 - 49 employees - Mississauga, Canada #### Services Provided - Allocation of Expertise by Percentage - 25% Accounting - 25% Commercial Financing - 25% Financial Advising & Planning - 25% Insurance Services & Brokers #### Company description 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. [Visit Website](https://mohitgrover.ca/) --- ### [Altmaven Capital](https://clutch.co/profile/altmaven-capital) - 2 - 9 employees - Toronto, Canada #### Services Provided - Allocation of Expertise by Percentage - 25% Financial Advising & Planning - 25% Financial Consulting - 25% Funding & Investment - 25% Business Consulting #### Company description Founded in 2019, Altmaven Capital is a small Business Consulting company. Their services include Business Consulting and Financial Advising & Planning. [Visit Website](https://www.altmavencapital.com/) --- ### [Serre Financial](https://clutch.co/profile/serre-financial) - 2 - 9 employees - Mississauga, Canada #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Financial Advising & Planning #### Company description Serre Financial, a Commercial Financing and Financial Advising & Planning company, offers Commercial Financing and Financial Advising & Planning. The agency is located in Mississauga, Canada. [Visit Website](http://www.serre.ca/) --- ### [Richter LLP](https://clutch.co/profile/richter-llp) - 250 - 999 employees - Toronto, Canada #### Services Provided - Allocation of Expertise by Percentage - 20% Accounting - 20% Business Valuation Services - 10% Family Law - 10% Financial Advising & Planning - 10% HR Consulting - 10% Cybersecurity - 20% Business Consulting #### Company description Richter LLP is a Business Consulting company launched in 1926. The team specializes in Business Consulting and Accounting. [Visit Website](https://www.richter.ca/) #### 22% of employees work in Toronto office Toronto, Canada 181 Bay St. #3510 Bay Wellington Tower 101 - 150 employees 416.488.2345 [See All Locations (3)](https://clutch.co/profile/richter-llp#location) --- ### [Hillsdale Investment Management Inc.](https://clutch.co/profile/hillsdale-investment-management) - 10 - 49 employees - Toronto, Canada #### Services Provided - Allocation of Expertise by Percentage - 20% Financial Advising & Planning - 20% Financial Consulting - 40% Funding & Investment - 20% Business Consulting #### Company description Hillsdale Investment Management Inc. Is a Funding & Investment company. Launched in 1996, their team focuses on Funding & Investment and Business Consulting. [Visit Website](https://www.hillsdaleinv.com/) --- ### [INFOR Financial](https://clutch.co/profile/infor-financial) - 10 - 49 employees - Toronto, Canada #### Services Provided - Allocation of Expertise by Percentage - 20% Commercial Financing - 20% Financial Advising & Planning - 60% Financial Consulting #### Company description INFOR Financial, a Financial Consulting company, was founded in 2015. The team offers Financial Consulting and Commercial Financing. [Visit Website](https://inforfg.com/) --- ### [TAO Administration](https://clutch.co/profile/tao-administration) - 2 - 9 employees - Toronto, Canada #### Services Provided - Allocation of Expertise by Percentage - 30% Accounting - 30% Financial Advising & Planning - 20% Financial Consulting - 20% Business Consulting #### Company description Established in 2009, TAO Administration is an Accounting company. The team provides Accounting and Financial Advising & Planning. [Visit Website](https://www.taoadmin.ca/) --- ### [CognitiveSeven Consulting Inc.](https://clutch.co/profile/cognitiveseven-consulting) - 2 - 9 employees - Toronto, Canada #### Services Provided - Allocation of Expertise by Percentage - 25% Commercial Financing - 10% Corporate Training & Coaching - 25% Financial Advising & Planning - 20% Financial Consulting - 10% Business Consulting - 10% Market Research #### Company description Commercial Financing company CognitiveSeven Consulting Inc. Is headquartered in Toronto, Canada. Established in 2017, the team focuses on Commercial Financing and Financial Advising & Planning. [Visit Website](https://cogseven.com/) --- ### [Wealthy Wave Accounting Inc](https://clutch.co/profile/wealthy-wave-accounting) - 2 - 9 employees - Mississauga, Canada #### Services Provided - Allocation of Expertise by Percentage - 20% Accounting - 10% Commercial Financing - 10% Finance & Accounting Outsourcing (FAO) - 10% Finance Law - 10% Financial Advising & Planning - 10% Financial Consulting - 10% Funding & Investment - 10% Insurance Services & Brokers - 10% Tax Law #### Company description 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). [Visit Website](https://wealthywaveaccounting.ca/) --- ### [Frontwater Capital](https://clutch.co/profile/frontwater-capital) - $5,000+ minimum project size - $25 - $49 average hourly rate - 50 - 249 employees - Toronto, Canada #### Services Provided - Allocation of Expertise by Percentage - 25% Financial Advising & Planning - 25% Financial Consulting - 25% Fractional CFO Services - 25% Funding & Investment #### Company description 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. [Visit Website](https://www.frontwater.ca/) --- ### [Envision Sports & Entertainment](https://clutch.co/profile/envision-sports-entertainment) - 2 - 9 employees - Toronto, Canada #### Services Provided - Allocation of Expertise by Percentage - 10% Accounting - 10% Branding - 10% Content Marketing - 10% Financial Advising & Planning - 10% Business Consulting - 10% Marketing Strategy - 10% Public Relations - 10% Social Media Marketing - 20% Talent Representation #### Company description Envision Sports & Entertainment is a Talent Representation company founded in 2012. Their services include Talent Representation and Branding. [Visit Website](https://envisionse.com/) --- ### [Greg LaBella](https://clutch.co/profile/greg-labella) - 2 - 9 employees - Oakville, Canada #### Services Provided - Allocation of Expertise by Percentage - 50% Financial Advising & Planning - 50% Funding & Investment #### Company description Based in Oakville, Canada, Greg LaBella is a Financial Advising & Planning and Funding & Investment company. They specialize in Financial Advising & Planning and Funding & Investment. [Visit Website](https://www.7parkavenuefinancial.com/home-page.html) --- ### [METSCO Energy Solutions](https://clutch.co/profile/metsco-energy-solutions) - 10 - 49 employees - Vaughan, Canada #### Services Provided - Allocation of Expertise by Percentage - 20% Financial Advising & Planning - 80% Financial Consulting #### Company description Financial Consulting company METSCO Energy Solutions provides Financial Consulting and Financial Advising & Planning. They are in Vaughan, Canada and Calgary, Canada. [Visit Website](https://www.metsco.ca/) --- ### [Adaley Appraisal & Consulting Inc.](https://clutch.co/profile/adaley-appraisal-consulting) - 2 - 9 employees - Oakville, Canada #### Services Provided - Allocation of Expertise by Percentage - 25% Accounting - 25% Business Valuation Services - 25% Financial Advising & Planning - 25% Litigation Support Services #### Company description Adaley Appraisal & Consulting Inc. Is a small Oakville, Canada-based Accounting company. The team focuses on Accounting and Financial Advising & Planning. [Visit Website](https://www.adaleyappraisals.ca/) --- ### [DCP Accounting](https://clutch.co/profile/dcp-accounting) - $25 - $49 average hourly rate - 2 - 9 employees - Burlington, Canada #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 30% Financial Advising & Planning - 10% Funding & Investment - 10% Insurance Services & Brokers #### Company description DCP Accounting is an Accounting company. The team focuses on Accounting and Financial Advising & Planning and is based in Burlington, Canada. [Visit Website](https://www.dcpaccounting.com/) --- ### [Gil Scott Sports Management](https://clutch.co/profile/gil-scott-sports-management) - 2 - 9 employees - Whitchurch-Stouffville, Canada #### Services Provided - Allocation of Expertise by Percentage - 10% Branding - 10% Commercial Development - 10% Corporate Training & Coaching - 10% Digital Strategy - 10% Financial Advising & Planning - 10% Business Consulting - 10% Marketing Strategy - 10% Sports Marketing - 20% Talent Representation #### Company description Gil Scott Sports Management, a Talent Representation company, was founded in 1979. They focuses on Talent Representation and Branding. [Visit Website](https://www.gilscottsports.com/) --- ### [The Accounting Place](https://clutch.co/profile/accounting-place) - 2 - 9 employees - Hamilton, Canada #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 50% Financial Advising & Planning #### Company description The Accounting Place is an Accounting and Financial Advising & Planning company founded in 1998. The company offers Accounting and Financial Advising & Planning, and is small. [Visit Website](https://www.theaccountingplace.ca/site/home) --- ### [Granton Financial](https://clutch.co/profile/granton-financial) - $10,000+ minimum project size - $25 - $49 average hourly rate - 10 - 49 employees - St. Catharines, Canada #### Services Provided - Allocation of Expertise by Percentage - 20% Financial Advising & Planning - 25% Financial Consulting - 30% Funding & Investment - 25% Insurance Services & Brokers #### Company description Granton Financial is a Funding & Investment company. Located in St. Catharines, Canada, the team specializes in Funding & Investment and Insurance Services & Brokers. [Visit Website](https://www.grantonfinancial.com) --- ### [Investor Cubed Inc.](https://clutch.co/profile/investor-cubed) - 2 - 9 employees - Toronto, Canada #### Services Provided - Allocation of Expertise by Percentage - 20% Financial Advising & Planning - 20% Funding & Investment - 20% Product Design - 20% Web Design - 20% Web Development #### Company description Investor Cubed Inc. Is a Toronto, Canada-based web design company. Founded in 2010, the team offers Web Design and Product Design. [Visit Website](https://www.investor3.ca/) --- #### Get personalized agency matches based on your project goals. [Find the right fit](https://project.clutch.co/project-brief?source=directory_slide_in_CTA&BPB_adoption_source=directory) ## Why Trust Clutch At Clutch, we believe trust is the foundation of every business relationship. 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