Managing your wealth with utmost care

 

Your dedicated advisor team takes the time to learn about you, your family, and your business so they can best serve your specific needs, goals, and circumstances. Get to know the North York branch teams.

Allen Private Client Group 

Phone Number416-733-5210 | Email me | Visit Website

Bereskin Investment Advisory Group 

Phone Number416-733-9411 | Email me | Visit Website

Cathy Li Wealth Group 

Phone Number416-733-5390 | Email me | Visit Website

Cordes & Lisi Wealth Management 

Phone Number416-733-5290 | Visit Website

Croitoru Wealth Management 

Phone Number416-733-7708 | Email me | Visit Website

Daniel (Jia Long) Xu, CFP®, PFP, CIM

Portfolio Manager

Phone Number416-733-5122 | Email me | Visit Website

David Crotin, MASc, CIM

Investment Advisor

Phone Number416-733-5181 | Email me | Visit Website

Fine Wealth Management 

Phone Number416-733-1452 | Email me | Visit Website

Gabay Wealth Management Group 

Phone Number416-733-1709 | Email me | Visit Website

Gutfreund Private Wealth 

Phone Number416-733-5369 | Email me | Visit Website

Jeff Turner

Senior Portfolio Manager

Phone Number416-733-5221 | Email me | Visit Website

Jon Finkelstein, CPA, CA, CFP®, CIM

Investment Advisor

Phone Number416-842-3570 | Email me | Visit Website

Krygier Wealth Management 

Phone Number416-733-5750 | Email me | Visit Website

Linett Wealth Management 

Phone Number416-781-4395 | Email me | Visit Website

Lynch Wealth Management 

Phone Number416-733-5214 | Email me | Visit Website

Ma Wealth Management Group 

Phone Number416-733-0030 | Email me | Visit Website

Mark Ward, CFP®, FCSI

Senior Portfolio Manager & Investment Advisor

Phone Number416-733-5453 | Email me | Visit Website

Mark Kanhai

Investment Advisor & Financial Planner

Phone Number416-733-5394 | Email me | Visit Website

Mark Pearlstein Wealth Management 

Phone Number416-733-5257 | Email me | Visit Website

Nan Wu, CFA

Investment Advisor

Phone Number416-733-5697 | Email me | Visit Website

Nancy Woods

Senior Portfolio Manager

Phone Number416-733-5200 | Email me | Visit Website

Ni Wealth Management Group 

Email me | Visit Website

Padro Private Wealth 

Phone Number416-733-5182 | Email me | Visit Website

Paul Tselichtchev

Investment Advisor

Phone Number416-733-5533 | Email me | Visit Website

Pearlstein Wealth 

Phone Number416-733-5227 | Email me | Visit Website

Pejman Shabanpourfard, Ph.D.

Investment Advisor

Phone Number416-733-5753 | Email me | Visit Website

Perruzza-Mastromartino Wealth Management Group 

Visit Website

Pierce Fox Wealth Management 

Phone Number416-733-2380 | Email me | Visit Website

Ravi Nagraj

Investment Advisor

Phone Number416-733-5466 | Email me | Visit Website

Reeve Serman, B.Comm., MBA

Investment Advisor

Phone Number416-733-5461 | Email me | Visit Website

Richard I. Schaefer, MBA

Senior Investment Advisor

Phone Number416-733-5468 | Email me | Visit Website

Scott Zack

Investment Advisor

Phone Number416-733-1737 | Email me | Visit Website

Segal Private Wealth 

Phone Number416-733-3644 | Visit Website

The So Wealth Management Group 

Phone Number416-733-5208 | Email me | Visit Website

Wagman and Daghlian Wealth Management Group 

Phone Number437-734-5205 | Email me | Visit Website

Wakida & Provost Wealth Management 

Email me | Visit Website

Yang & Wu Private Client Group 

Phone Number416-781-4393 | Email me | Visit Website

Yusufov Wealth Management 

Phone Number416-733-5302 | Email me | Visit Website
 

Let us connect you with an advisor today!

 

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