How to Find a Wealth Management Firm in Canada


Whether you’re moving to Canada, or have been there for some time, it’s important to find a wealth management firm in Canada that is right for you. The right wealth management firm can help you with tax planning, estate planning, and more. Resource : https://ex-ponent.com/

Who are the best wealth managers in Canada?

RBC Dominion Securities is the Canadian leader in comprehensive wealth management services. Their team of 1,300 investment advisors provides a wide variety of services. Their clientele includes affluent individuals, families, and businesses. The company’s products and services are based on an understanding of the complexities of financial situations.

RBC Wealth Management specializes in serving affluent clients in Canada and the United States. The firm manages over $150 billion in assets under management. The company also serves high net worth clients in Europe and Asia. They offer investment management products and services through partnerships and third party distributors.

Dynasty Financial Partners is a growing company that offers a full range of investment management services. The company is rapidly expanding its capabilities to meet the needs of clients moving north. They offer a fee-for-service model, allowing clients to customize a portfolio. They work with clients of all levels and offer a long-term approach to portfolio management.

Frontwater Capital is a boutique wealth management firm in Toronto that specializes in tailored solutions for both corporate and private clients. They work with successful professionals and offer independent financial advice. They are a fee-for-service firm that is free of conflicts of interest.

KeyClient Group in Canada is a subsidiary of UBS Canada. They provide high profile investment banking services to clients in Canada and around the world. They are based in Vancouver and Toronto. They offer investment banking services, wealth management, aircraft financing, wine banking, and other financial services.

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