Toronto Finance Strategists to Know in 2025
From the Financial District to the innovation hubs in Liberty Village, Toronto continues to be one of Canada’s most influential financial centres—and in 2025, that influence is being reshaped by a new generation of financial consultants. Whether it’s solo advisors offering bespoke services, boutique firms championing ethical investing, or tech-forward planners specialising in data-driven strategies, Toronto’s finance scene is anything but traditional. At Digital Reference, we spotlight professionals who not only know their numbers, but also understand people. These consultants aren’t just managing wealth—they’re reimagining how wealth can work for individuals, families, and businesses in today’s evolving economy.
Our Methodology: How We Selected These Finance Leaders
Our editorial team spent months researching, cross-referencing, and vetting financial consultants in Toronto and the Greater Toronto Area. We consider:
- 🔍 Client reviews and testimonials
- 🧠 Strategy and niche specialisation
- 🌐 Digital fluency and accessibility
- 📈 Innovation in financial tools or service delivery
- 🌱 Ethics, transparency, and cultural competence
All of the consultants featured here reflect the Digital Reference values of independent thinking, future-focused planning, and authentic client engagement. They’re not just great at what they do—they’re shaping the way finance is delivered in one of the most competitive cities in Canada.
Cynthia Kett
Based in Toronto with a presence across Ontario, Cynthia Kett of Stewart & Kett Financial Advisors brings a wealth of knowledge—and a calming, solutions-based approach—to financial life planning.
💡 Why Cynthia stands out:
- 🧭 Chartered Professional Accountant (CPA) and Certified Financial Planner (CFP®)
- 🧠 Background in both private practice and financial education, blending empathy with deep expertise
- 💬 Offers holistic advice, especially for retirees, family caregivers, and professionals in transition
- 📚 Thought leader in financial literacy and long-term care planning
- 🌍 Strong voice for women’s financial empowerment and intergenerational wealth conversations
Cynthia’s advice is as thoughtful as it is precise. If you’re seeking clarity around life stages and wealth shifts, she’s the one to call.
Chris Poole
As the leader of CWP Financial, Chris Poole is making financial planning accessible and understandable for Torontonians of all backgrounds. Backed by the power of Sun Life, Chris operates with the heart of a teacher and the savvy of a strategist.
💡 What sets Chris apart:
- 🛡️ Specialises in insurance integration, estate planning, and wealth transition
- 📊 Data-led advisor who breaks down complex financial scenarios into clear roadmaps
- 🧩 Known for creating multi-generational wealth plans that factor in business and legacy concerns
- 🤝 Trusted by medical professionals, educators, and first-time investors alike
- 🎓 Actively involved in community education around financial literacy
Chris is building trust by helping clients align their finances with their long-term family values.
Rob Hong
saplingfinancial.com | LinkedIn
Co-founder of Sapling Financial Consultants, Rob Hong, brings a rare mix of data science, business analytics, and corporate finance to the consulting world. He’s a go-to for organisations and entrepreneurs who want financial insight they can act on.
💡 Rob’s standout skills:
- 📈 Expert in financial modeling and forecasting for mid-market and growth-stage companies
- 🧠 Combines technical rigor with client education to demystify complex data
- 🤝 Works across industries, from tech to manufacturing and healthcare
- 📉 Strong background in M&A support and strategic planning
- 🧮 Offers services like profitability analysis and scenario stress-testing
For startups and scaling businesses looking for next-level insight, Rob’s team at Sapling is a powerful partner.
Christopher Merrick
merrickfinancial.ca | LinkedIn
Christopher Merrick, founder of Merrick Financial, brings more than just planning expertise to the table—he brings a clear sense of purpose. His firm specialises in fee-only, advice-driven services for clients who value simplicity, transparency, and trust.
💡 Why Christopher is a Toronto leader:
- 📃 Operates as a fiduciary financial advisor—no product commissions, ever
- 📞 Offers virtual and in-person meetings, with flexible scheduling for busy professionals
- 👨👩👧👦 Works with growing families, early retirees, and small business owners
- 📚 Believer in educating clients, not just advising them
- 🌟 Committed to long-term partnerships, not just one-time plans
Chris is a refreshing presence in a city where traditional wealth management models need reinvention.
Marlene C. Buxton
A trusted name in the Greater Toronto financial world, Marlene C. Buxton leads Buxton Financial, a firm known for its deeply personal, values-based approach to wealth planning.
💡 What makes Marlene a standout consultant:
- 📚 Holds multiple designations including CFP®, CLU®, and CH.F.C.
- 🧘♀️ Champions wellness-focused planning—helping clients reduce stress around money
- 🔁 Experience working with blended families, aging parents, and generational transitions
- 💬 Well-known in Toronto for her work in community education and nonprofit support
- 🌍 Dedicated to sustainable investing and philanthropy integration
Marlene’s firm is ideal for clients who want more meaning behind their money and a consultant who truly listens.
Toronto’s Finance Scene Is Getting Personal—and Smarter
What ties these finance professionals together? They can meet clients where they are—whether that’s navigating retirement, scaling a business, or investing for future generations. From data-heavy forecasting to gentle guidance through life’s transitions, these Toronto-based consultants prove that financial advice can be both intelligent and empathetic.
Want more expert picks? Head over to:
- Top Financial Advisors in the USA
- Leading Fractional CFOs in NYC
- What are Finance & Accounting Consultants
At Digital Reference, our mission is to deliver smart, practical, and community-driven content that empowers you to take charge of your financial, professional, and personal future. We're proud to spotlight the professionals who make that journey easier for everyone.
Stay tuned—more city guides and insights from the frontlines of finance are on the way.
Subscribe to our newsletter
We'd love to have you follow our journey, learn about to new features and functionality, and get access to talent ecosystem news.
