Financial Advisors

Honestly don't waste your time. It could be the worst customer service broker i have ever dealt with in the 16 years i have been trading. Easy to borrow stocks they don't work to get you a borrow and buy you in T+4. There is numerous better options I would highly suggest looking elsewhere.

Not a honest person!!!!

Best Financial Advisor in Toronto! Chris McIntyre has been my advisor for the past few years and has assisted in meeting my financial goals. I interviewed many financial advisors. However, Chris took the time to figure out what was important to me, and then we were able to create a personalized financial plan. Now, we meet regularly to review those goals, and to he keeps me on track. He is very experienced and knowledgeable, and I would highly recommend him.

(2017-10-23) I work here so I'm biased.

Kerr provides Fee only advice for investors. The net result is that you're getting good value for larger portfolios. Frank Settino was really great to chat with.

I am sad to say, but I have not found a reason to recommend this company . At the moment they have a small inheritance which they are holding ... and for some unfathomable reason ...not transferring to RBC. MD were the ones to suggest a transfer... but the process, and all communication, has simply stopped. They do not respond to messsges from my bank... which is unprofessional to say the very least. We have tried everything but they are simply at a loss. Given my experiences during the settling of my father's Estate I must warn others to avoid this company.