Financial advisor in Toronto
We're licensed in Ontario and work with Toronto clients by phone. Most came to us through referral, and most are professionals or incorporated consultants.
Serving Greater Toronto Area
Licensed in Ontario
Advising since 2013
Fees explained upfront
What money looks like in Toronto
Finance, law, consulting and health professionals dominate, which means bonus income, stock or deferred compensation to plan around.
Professional corporations are common in Ontario, and the rules differ enough from BC that the salary and dividend answer changes.
Ontario probate costs more than BC on larger estates, which shapes how assets get titled and beneficiary-designated.
Who do we most often work with in Toronto?
What matters most here
Bonus timing, RRSP room and income splitting where it's allowed.
Ontario estate administration tax, and how to reduce what it applies to.
Turning variable income into a predictable retirement income.
Local detail
Other places we advise
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Talk to an advisor about your finances in Toronto
A complimentary 15-minute assessment. No cost, no obligation, no pitch.
Complimentary 15-minute call · No obligation
“Ken and his team are knowledgeable, responsive, and easy to partner with.”