Whether you are a Canadian with a large amount of assets or you are a US citizen who is living in Canada, you will need to consider finding a wealth management firm. Your financial advisor will be able to help you with estate planning, tax planning, and other financial issues.
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A wealth management firm will typically offer investment management services. They may also provide other services. You should be comfortable with your wealth manager and you should have a plan that you can update with life changes. A good financial advisor will help you avoid common investing pitfalls. You should also be sure to ask about any hidden fees and expenses. Check this out : www.ex-ponent.com
In Canada, there are several firms you can consider. You will want to look at their experience, value for fees, and qualifications.
The largest independent wealth management firm in Canada is Richardson GMP Ltd. The firm has a talented team and provides practical investment planning. It also has an unbiased fiduciary commitment. It offers insight into the financial system and helps clients understand the process of investing.
One of the top investment firms in Toronto is HighView. The firm specializes in family financial management services. They also have a talented team that provides education and insights into the investment process. The firm is also known for their goals-based portfolio construction.
The firm has a team of financial experts that provide estate planning and tax planning services. They can also help with insurance needs.