Best Wealth Advisors in Toronto

Best Toronto Wealth Managers

In a city as dynamic and globally connected as Toronto, wealth management is more than financial planning—it’s about building a secure future with trusted guidance. The best wealth advisors in this region bring not only technical expertise but also a deep understanding of client needs across industries, life stages, and goals. Whether you’re planning for retirement, growing investments, or navigating generational wealth, Toronto offers a vibrant community of advisors ready to help. Our list highlights standout professionals who combine strategy, insight, and commitment to client success.

At Digital Reference, we believe that connecting with the right wealth advisors and wealth managers empowers individuals and businesses to thrive. By showcasing leaders in this field, we help clients access proven expertise and advisors gain visibility in their industry.

Methodology: How We Chose These Toronto-based Wealth Advisors

Our selection process focuses on transparency, credibility, and results. Every professional on this list was carefully reviewed based on a mix of reputation, impact, and verified expertise.

 ✨ Research-driven: Verified public results, case studies, and frameworks.
💬 Client-reviewed: Real feedback, proven ROI, and consistent client trust.
🏆 Industry recognition: Awards, speaking engagements, and thought leadership in wealth advising.
📍 Location-based: Advisors and firms deeply rooted in Toronto’s financial community.

Before we spotlight the professionals shaping the future of wealth management in Toronto, here’s a look at some of the standout advisors making waves in the industry.

🌟 Meet the Wealth Advisors Making Things Happen in Toronto‍

🍁 Andrew Sheppard 

Managing Partner | Senior Wealth Advisor at Flatiron Wealth Management

🔗  LinkedIn | 🌐 Website

Andrew Sheppard is the Managing Partner and Senior Wealth Advisor at Flatiron Wealth Management in Toronto. With over a decade of experience, he specializes in comprehensive financial planning, including investment management, retirement strategies, and estate planning. Andrew holds the Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), and Chartered Life Underwriter (CLU®) designations, underscoring his commitment to professional excellence. 

His approach emphasizes a holistic understanding of clients' financial goals, aiming to provide clarity and actionable strategies. Beyond his professional role, Andrew is actively engaged in discussions around diversity, equity, and inclusion within the financial industry. He has been featured in various media, including a panel discussion by The Globe and Mail on the future of financial advice and a podcast discussing systemic inequality and paths to change. 

💡 Why Andrew stands out as a Wealth Advisor
🌳 Over 10 years of experience in comprehensive financial planning
📌 Holds CFP®, CIM®, and CLU® designations, reflecting professional expertise
✨ Focuses on holistic, client-centered financial strategies
🏆 Recognized for leadership in diversity, equity, and inclusion initiatives within the financial industry

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🍁 Lawrence Ullman

Chief Executive Officer & CIO at Ullman Wealth Management
🔗 LinkedIn | 🌐 Website

Lawrence Ullman is the Founder, CEO, and Chief Investment Officer of Ullman Wealth Management in Toronto. With over two decades of experience in portfolio management and investment strategy, Lawrence brings deep market insight and strategic stewardship to his clients. Before launching his independent firm, he led a top-performing team at RBC Dominion Securities, earning recognition on the firm’s Chairman’s Council, and later served as a portfolio manager at a national boutique firm.

His approach centers on customized investment solutions with a focus on wealth preservation and volatility management, delivered through an open-architecture model that prioritizes client outcomes.

💡 Why Lawrence stands out as a Wealth Advisor
🌳 Over 20 years of experience serving high-net-worth clients
📈 Founded an independent firm offering open-architecture wealth strategies
🏆 Recognized industry leader in strategic portfolio management

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🍁 Kiki Yue 

Financial Advisor at TIGA Financial Services
🔗 LinkedIn | 🌐 Website

Kiki Yue is a Financial Advisor at TIGA Financial Services in Toronto. With an academic background that includes a Master’s in Hospitality Management from Cornell University, Kiki brings a client-service mindset to the world of financial planning. She is a Million Dollar Round Table (MDRT) member and offers expertise across life and critical-illness insurance, investment solutions, and registered plans (RRSP, TFSA, RESP).

Her approach blends financial protection with long-term growth strategies—ensuring clients are prepared for both life’s challenges and opportunities.

💡 Why Kiki stands out as a Wealth Advisor
🎓 Strong academic foundation and MDRT-level achievement
💼 Expertise across insurance, investment, and retirement solutions
✨ Client-focused approach that integrates protection + growth planning

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🍁 Anthony Burke 

Wealth Advisor & Business-Exit Planning Specialist at LEGACY Capital Group Inc. 🔗 LinkedIn

Anthony Burke is a Wealth Advisor and Certified Exit Planning Advisor (CEPA®) who specializes in guiding business owners through the complex process of succession and wealth transition. His work bridges financial planning and strategic business exit readiness, ensuring owners maximize value while preserving legacy.

💡 Why Anthony stands out as a Wealth Advisor
🚀 CEPA® designation demonstrating deep exit-planning expertise
🏢 Specialized focus on entrepreneurs and business-owner transitions
🔍 Integrates wealth management with strategic succession guidance

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🍁 Tim Logan CFA

President & Chief Investment Officer at Logan Wealth Management
🔗 LinkedIn | 🌐 Website

Tim Logan is the President, CIO, and Portfolio Manager at Logan Wealth Management in Toronto. A Chartered Financial Analyst (CFA) with over 15 years of experience, Tim combines analytical depth with entrepreneurial vision. He previously founded Simvest Corporation, later acquired by the Canadian Securities Institute, and holds a degree in Economics from McGill University.

At Logan Wealth, Tim focuses on independent, relationship-driven financial management that keeps clients at the heart of every decision.

💡 Why Tim stands out as a Wealth Advisor
📈 CFA-level investment and portfolio expertise
💡 Entrepreneurial experience from founding and scaling investment firms
🤝 Personalized, high-touch approach to client relationships

Shaping Financial Futures in Toronto

Wealth advisors in Toronto play a central role in helping individuals and organizations make informed decisions about financial growth and security. Their expertise spans investment strategy, retirement planning, and estate guidance, with each professional bringing advanced credentials and industry recognition. Many have demonstrated consistent achievements in guiding clients toward long-term stability, adapting strategies to shifting markets while safeguarding priorities. This expertise gives them an edge in offering tailored solutions that address both immediate needs and future goals. Collectively, they stand out as trusted partners shaping stronger financial futures across Toronto.

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At Digital Reference, radical authenticity ensures expertise is presented with clarity and credibility, allowing trust to be built on genuine insight. This emphasis on authenticity is essential for professionals and clients seeking dependable guidance in decision-making.