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The 5 Best Financial Planners in Richmond Hill [2022]

When it comes to financial planning, there are a lot of factors to consider. You want to find a planner who is qualified and has experience in the industry, but you also want someone you can trust with your personal finances. With so many options available, it can be tough to know where to start. 

If you’re looking for the best financial planners in Richmond Hill, look no further than this list. From certified public accountants to money coaches, these five professionals will help you get your finances on track.

1) Edward Jones

At Edward Jones Financial consultant agency, they formulate different strategies to help 

senior customers and their families find ways to preserve their hard-earned savings. They also work on institutional and business accounts to create growth opportunities for customers who are approaching retirement age. They strive to help their clients pursue their passion for by advancing their  financial wellness.

Business Information:

edwardjones.ca
shahram.fakhimi@edwardjones.com
+19055082631
10800 Yonge St Suite 101, Richmond Hill, ON L4C 3E4, Canada

Customer Review:
“Shahram is very professional, knowledgeable, and trustworthy. He has helped me understand a lot more about my current financial situation and how to plan for the future. I am so glad I made the switch to his firm. I highly recommend his services.”
“So grateful to have Shahram as my financial advisor. He is extremly professional and knowledgeable. Since day one he has taken the time to truly listen and understand my goals. He keeps in constant contact and has given me the confidence to know that I am in good hands.”

2) Invesmar Financial Planning Inc

Invesmar Financial Planning Inc will work with you to fully understand your current financial situation and develop a custom plan for your unique goals. For new investment clients, they will determine an overall risk tolerance and then formulate a sophisticated portfolio. They focus on long term capital growth and preservation of wealth.

For their insurance clients, they will examine any existing insurance and respond with offerings which will help safeguard your finances. Their team will identify other concerning issues that require attention and employs professionals in related fields to help devise a solution. 

They work with professionals like accountants, lawyers, bankers or financial specialists, as well as insurance or investment specialists. Their goal is to provide high-quality financial advice to individuals and companies.

Business Information:

invesmar.com
standil@invesmar.com  
+14164102332
15 Wertheim Ct, Richmond Hill, ON L4B 3H7, Canada

Customer Review:
“Shari and Arthur assisted my husband and I with our life insurance. They were very patient in explaining our options to us and were such a pleasure to deal with. We trusted their advice and felt like we were in excellent hands. We would highly recommend working with them!”
“Invesmar has been excellent to work with. They were very responsive and helpful. They pushed back with the insurance company when necessary to ensure I was able to get the best policy for me. I really appreciate that help and professionalism during a very difficult year personally.”

3) Nour Private Wealth - Koby Lerner Investment Advisor

Koby Lerner is Nour Private Wealth’s investment advisor in Richmond Hill. He offer a wide range of services for individuals, families, and businesses. He provides sound investment advice, asset management, and estate planning. He work with his clients to create a plan that meets their unique needs and goals. Nour Private Wealth is committed to providing quality service and helping their clients achieve their financial goals.

Business Information:

kobylerner.com
+16473708740
65B West Beaver Creek Rd Unit #1, Richmond Hill, ON L4B 1K4, Canada

Customer Review:
“Koby is absolutely amazing! He was very patient with me and answered all my questions. Very friendly and professional. Would highly recommend his services.”
“Koby was great! Was able to answer all my questions and helped manage my personal finances! I would definitely recommend his services!”

4) Affinity Capital Management inc.

Affinity Capital Management strives to support people, families, and small businesses in establishing pension plans, retirement planning, wills, savings plans, estate construction, and various insurance programs. They give financial-advisory services, taking a socially responsible stance toward the subjects of insurance, savings, estate planning, and retirement planning. 

At Affinity Capital, they encourage their clients to explore the investment options that are best aligned with their goals and values. They strongly advocate for an approach that integrates long-term growth potential with well-calculated, risk-adjusted returns while encouraging a profitable social impact.

Business Information:

affinitycapital.ca
anup@affinitycapital.ca
+14163338625
45B West Wilmot St suite 208b, Richmond Hill, ON L4B 2P3, Canada

Customer Review:
“Anup has been doing my taxes for several years. He has also provided me with sound financial advice. Anup is also very caring and coached me in planning for mine and my family's future. I recommend Affinity Capital Management Inc. whole heartedly.”
“Started working with Affinity Capital in 2017, with respect to Taxes and Financial Planning. Affinity has far exceeded my expectations from day one through their level of knowledge and professionalism. I would highly recommend considering Affinity for your financial planning and taxes.”

5) A.T. Financial Group

The A.T. Financial Group assists clients protect their wealth, acquire and grow their wealth, and provide unparalleled financial advice, products, and services in the areas of insurance, accounting, and tax practice. This enables them to meet the needs of their clients and prepare them for the unexpected. 

A.T. Financial Group has a trusted past for providing their clients with cost-conscious financial planning strategies. Their extensive insurance plans and asset allocation plans include: protection from tax burdens, increased net worth, and preservation of your estate for future beneficiaries. Their financial advisers are ready to offer this and more to help you and your loved ones succeed and grow.

Business Information:

atfinancialgroup.com
+19057071087
9140 Leslie St, Richmond Hill, ON L4B 0A9, Canada

Customer Review:
“Amy is exceptionally hard working, prompt and empathetic. I greatly appreciate her work ethic and guidance. She always has priceless advices to offer. I would strongly recommend her and her amazing team to anybody in need of the services they provide!
“Amy Tong is a fantastic resource who always puts her clients first. She has accommodated meetings at all hours and even on weekends. Her industry knowledge is top notch and we are very fortunate to have her as part of our financial team. Highly recommend!”
FAQs about Financial Planners

Financial planners are professionals who offer advice on how to save and invest money. The cost of a financial planner varies depending on the region you live in and the services you require. In Richmond Hill, the average cost for a financial planner is between $100 and $400 per hour.

A financial planner provides a variety of services to their clients in order to help them meet their financial goals. This may include creating a budget, helping to invest money, and providing advice on insurance and retirement planning.

Deciding when to call your financial planner is an important decision. You should consider calling your planner when you have questions about your finances or need help organizing your finances. You may also want to call your planner if you are considering making a major purchase or if you are experiencing financial difficulties.

There are many benefits of working with a financial planner. Perhaps most importantly, a planner can help you develop a comprehensive plan to achieve your financial goals. They can provide valuable advice on topics such as saving for retirement, creating an investment portfolio, and estate planning. Additionally, planners can help you stay disciplined with your spending and make wise decisions about your finances. 

Conclusion

If you’re looking for a financial planner in Richmond Hill, the five mentioned here are a great place to start. They all have a wealth of experience and knowledge and will be able to help you create and stick to a budget, save for retirement, and more. Contact them today to get started!

The 5 Best Financial Planners in Richmond Hill [2022]

When it comes to financial planning, there are a lot of factors to consider. You want to find a planner who is qualified and has experience in the industry, but you also want someone you can trust with your personal finances. With so many options available, it can be tough to know where to start. 

If you’re looking for the best financial planners in Richmond Hill, look no further than this list. From certified public accountants to money coaches, these five professionals will help you get your finances on track.

1) Edward Jones

At Edward Jones Financial consultant agency, they formulate different strategies to help 

senior customers and their families find ways to preserve their hard-earned savings. They also work on institutional and business accounts to create growth opportunities for customers who are approaching retirement age. They strive to help their clients pursue their passion for by advancing their  financial wellness.

Business Information:

edwardjones.ca
shahram.fakhimi@edwardjones.com
+19055082631
10800 Yonge St Suite 101, Richmond Hill, ON L4C 3E4, Canada

Customer Review:
“Shahram is very professional, knowledgeable, and trustworthy. He has helped me understand a lot more about my current financial situation and how to plan for the future. I am so glad I made the switch to his firm. I highly recommend his services.”
“So grateful to have Shahram as my financial advisor. He is extremly professional and knowledgeable. Since day one he has taken the time to truly listen and understand my goals. He keeps in constant contact and has given me the confidence to know that I am in good hands.”

2) Invesmar Financial Planning Inc

Invesmar Financial Planning Inc will work with you to fully understand your current financial situation and develop a custom plan for your unique goals. For new investment clients, they will determine an overall risk tolerance and then formulate a sophisticated portfolio. They focus on long term capital growth and preservation of wealth.

For their insurance clients, they will examine any existing insurance and respond with offerings which will help safeguard your finances. Their team will identify other concerning issues that require attention and employs professionals in related fields to help devise a solution. 

They work with professionals like accountants, lawyers, bankers or financial specialists, as well as insurance or investment specialists. Their goal is to provide high-quality financial advice to individuals and companies.

Business Information:

invesmar.com
standil@invesmar.com  
+14164102332
15 Wertheim Ct, Richmond Hill, ON L4B 3H7, Canada

Customer Review:
“Shari and Arthur assisted my husband and I with our life insurance. They were very patient in explaining our options to us and were such a pleasure to deal with. We trusted their advice and felt like we were in excellent hands. We would highly recommend working with them!”
“Invesmar has been excellent to work with. They were very responsive and helpful. They pushed back with the insurance company when necessary to ensure I was able to get the best policy for me. I really appreciate that help and professionalism during a very difficult year personally.”

3) Nour Private Wealth - Koby Lerner Investment Advisor

Koby Lerner is Nour Private Wealth’s investment advisor in Richmond Hill. He offer a wide range of services for individuals, families, and businesses. He provides sound investment advice, asset management, and estate planning. He work with his clients to create a plan that meets their unique needs and goals. Nour Private Wealth is committed to providing quality service and helping their clients achieve their financial goals.

Business Information:

kobylerner.com
+16473708740
65B West Beaver Creek Rd Unit #1, Richmond Hill, ON L4B 1K4, Canada

Customer Review:
“Koby is absolutely amazing! He was very patient with me and answered all my questions. Very friendly and professional. Would highly recommend his services.”
“Koby was great! Was able to answer all my questions and helped manage my personal finances! I would definitely recommend his services!”

4) Affinity Capital Management inc.

Affinity Capital Management strives to support people, families, and small businesses in establishing pension plans, retirement planning, wills, savings plans, estate construction, and various insurance programs. They give financial-advisory services, taking a socially responsible stance toward the subjects of insurance, savings, estate planning, and retirement planning. 

At Affinity Capital, they encourage their clients to explore the investment options that are best aligned with their goals and values. They strongly advocate for an approach that integrates long-term growth potential with well-calculated, risk-adjusted returns while encouraging a profitable social impact.

Business Information:

affinitycapital.ca
anup@affinitycapital.ca
+14163338625
45B West Wilmot St suite 208b, Richmond Hill, ON L4B 2P3, Canada

Customer Review:
“Anup has been doing my taxes for several years. He has also provided me with sound financial advice. Anup is also very caring and coached me in planning for mine and my family's future. I recommend Affinity Capital Management Inc. whole heartedly.”
“Started working with Affinity Capital in 2017, with respect to Taxes and Financial Planning. Affinity has far exceeded my expectations from day one through their level of knowledge and professionalism. I would highly recommend considering Affinity for your financial planning and taxes.”

5) A.T. Financial Group

The A.T. Financial Group assists clients protect their wealth, acquire and grow their wealth, and provide unparalleled financial advice, products, and services in the areas of insurance, accounting, and tax practice. This enables them to meet the needs of their clients and prepare them for the unexpected. 

A.T. Financial Group has a trusted past for providing their clients with cost-conscious financial planning strategies. Their extensive insurance plans and asset allocation plans include: protection from tax burdens, increased net worth, and preservation of your estate for future beneficiaries. Their financial advisers are ready to offer this and more to help you and your loved ones succeed and grow.

Business Information:

atfinancialgroup.com
+19057071087
9140 Leslie St, Richmond Hill, ON L4B 0A9, Canada

Customer Review:
“Amy is exceptionally hard working, prompt and empathetic. I greatly appreciate her work ethic and guidance. She always has priceless advices to offer. I would strongly recommend her and her amazing team to anybody in need of the services they provide!
“Amy Tong is a fantastic resource who always puts her clients first. She has accommodated meetings at all hours and even on weekends. Her industry knowledge is top notch and we are very fortunate to have her as part of our financial team. Highly recommend!”
FAQs about Financial Planners

Financial planners are professionals who offer advice on how to save and invest money. The cost of a financial planner varies depending on the region you live in and the services you require. In Richmond Hill, the average cost for a financial planner is between $100 and $400 per hour.

A financial planner provides a variety of services to their clients in order to help them meet their financial goals. This may include creating a budget, helping to invest money, and providing advice on insurance and retirement planning.

Deciding when to call your financial planner is an important decision. You should consider calling your planner when you have questions about your finances or need help organizing your finances. You may also want to call your planner if you are considering making a major purchase or if you are experiencing financial difficulties.

There are many benefits of working with a financial planner. Perhaps most importantly, a planner can help you develop a comprehensive plan to achieve your financial goals. They can provide valuable advice on topics such as saving for retirement, creating an investment portfolio, and estate planning. Additionally, planners can help you stay disciplined with your spending and make wise decisions about your finances. 

Conclusion

If you’re looking for a financial planner in Richmond Hill, the five mentioned here are a great place to start. They all have a wealth of experience and knowledge and will be able to help you create and stick to a budget, save for retirement, and more. Contact them today to get started!