4 Best Gold IRA Investment Companies Near Me in Canada – Investment Opportunities & Options for Your TFSA or RRSP Account
Best Rated Sponsor
Retirement in View
ADDRESS: 240 Catherine St Ste 201, Ottawa, ON K2P 2G8, Canada
NUMBER: +1 613-416-9593
DESCRIPTION FROM BUSINESS: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Benefits Retirement, Cash Flow Planning, Comprehensive Financial Planning, Comprehensive Retirement Planning, Estate Planning, Fee Only Financial Planning, Firm Retirement, Pension Projections, Portfolio Management, Retirement Planning Strategy
OFFICE HOURS
| Mon | 9:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:30 AM – 5:00 PM | |
| Wed | 9:30 AM – 5:00 PM | |
| Thu | 9:30 AM – 5:00 PM | |
| Fri | 9:30 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Having both retired from the private sector, we wanted to get an update on our financial plan for the future. Ayana was very helpful in guiding us to understand our financial plan and provided us with simple, clear analysis and actions. She spent the time to answer our questions in a very client- centric way. Having worked with other planners we found Ayana’s style and analysis much more accessible and as a result, useful to us. We would recommend Ayana to anyone who wants to get a good grasp on their financial plan and strategies at any stage. – Ellen Corkery-Dooher
REVIEW #2 – My wife Nancy and I felt we were 3-4 years away from retirement and had received some advice from our stock broker firm but also followed the guidance to seek independent advice from someone who is not motivated by keeping your portfolio business. We are really glad we did as Ayana did a more though assessment and analysis of our situation than the bank. She recommended some immediate tax treatment advice (rrsp vs mortgage payment) that will save us a bundle on taxes and help us retire a year or two earlier. Our working with Ayana was a very wise investment and we will work with her again as we get closer to retirement to refine our model. We highly recommend her advice. – Paige Cutland
REVIEW #3 – Ayana is friendly, honest and sincerely cares about reaching and achieving your goals. Even though we met virtually, she provided a relaxing, welcoming environment. She is very personable and was non judgmental on some of my past financial blunders 😀. Her tailored financial advice and personal plan has literally paid off within 4 days of implementation. Best of all, she was always responsive when I reached out to her well after her paid services. We couldn’t be happier and I certainly recommend her to anyone. – Louis Levesque
REVIEW #4 – Using the services of Ayana exceeded our expectations. Finally we’ve been able to have intelligent conversations about the path forward for our retirement. As small business owners we’ve struggled with Financial Planners that provided incomplete and not actionable plans. It was a relief to finally be able to get to a plan which is financially sound and we have confidence in!
Ayana is astute, intelligent, and not tied to selling products. She offered sound recommendations for us to action from our first meeting!
Everyone needs an Ayana on their team to help them achieve the goal of a great retirement! Thank you Ayana for all that you did. –Raymond Lefort
REVIEW #5 – We engaged Ayana to assist with retirement planning, with particular questions around defined benefit buybacks, as well as tax effectiveness for our retirement plan. Ayana was very detailed, and responsive to all of our questions.
The value of a ‘fee for service’ financial planner was proven with her work.
We now have a clear plan for when we can retire, based on our lifestyle choices. It was a great experience, my wife, who usually does enjoy investment / retirement discussions really enjoyed Ayana’s approach.
I have already suggested one of my colleagues engage Ayana. – Michael McGeein
Recommended Sponsors
Find a Gold IRA Near Me with the Best Gold Investment Options for Your TFSA or RRSP Account
Buxton Financial For Retirement
ADDRESS: First Canadian Place, 100 King St W #5600, Toronto, ON M5X 1C9, Canada
NUMBER: +1 416-628-4502
SERVICES: Fee-Only Financial Planning, Fee-Only Planning, Fee-Only Retirement Advisor, Fee-Only Retirement Planner, Retirement Advisor, Retirement Income Planning, Retirement Income Plans, Retirement Income Strategy, Estate Planning
OFFICE HOURS
| Mon | 8:30 AM – 6:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 6:00 PM | |
| Wed | 8:30 AM – 6:00 PM | |
| Thu | 8:30 AM – 6:00 PM | |
| Fri | 8:30 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Working with Marlene to plan our retirement has been an absolute wonderful experience.
As a couple, we had a lot of questions and concerns about securing our financial future and ensuring that we do not outlive our retirement savings. Marlene took the time to listen to both of us and understand our goals. She created a comprehensive, tailored retirement strategy and financial road map that gave us both peace of mind.
We appreciated how she broke everything down in a way that was easy to understand, and she was incredibly patient with us as we navigated the details. From analyzing our current assets to projecting future income needs, she assured us that we were on track to retire comfortably and confidently.
Thanks to Marlene, we’re feeling much more secure about our future and have a clear plan in place. We couldn’t be more grateful and highly recommend her services to anyone looking for expert, personalized retirement planning! – Lorry Chen
REVIEW #2 – Marlene has helped us with the right questions and advice on big life decisions, such as keeping or selling assets, deciding how to save; she helped us planning our retirement savings strategy. I very much recommend her as a very knowledgeable and relatable financial professional. – Alfonso Rodriguez
REVIEW #3 – The process was so helpful first confirm my mom has the financial security and means for contingency as she ages. It was also very valuable to have a third party guide and ask important questions that might be difficult to ask your ageing loved one directly on your own. We also have a guide with actions steps to help us manage and move forward in an organized way. – Angie Mclean
REVIEW #4 – My wife and I worked with Marlene on a financial plan. We cannot recommend her highly enough. She was organized, thorough, and timely. Through her process we were able to carefully consider our wants, needs, and resources. Marlene was very receptive and responsive to our many questions. She helped us to create a robust plan that addresses our unique circumstances. Thank you Marlene. – P Dempsey
REVIEW #5 – Approaching retirement age, my partner and I worked with Marlene to map out a financial plan and we are both very glad we did.
I had a certain amount of “do we have enough” anxiety and thought it would be best to get some professional guidance. Marlene was a joy to work with. She brings a real human element to the process as well as a very thorough financial analysis. She is approachable, easy to talk with and very knowledgeable. I felt that she really heard our needs and concerns and in the end we walked away with a detailed and very practical financial plan for our retirement years.
Basically what she showed us was ‘ Yes, you have enough and here’s how to do it’ . Practical withdrawal strategies, minimizing taxes and household cash flow plans. Marlene is fee only and not pushing any investment vehicles or anything of the sort. In the end, she is just a very nice person who has a lot of expertise to share.
If you’re starting to ponder your retirement I would highly recommend Buxton Financial. The peace of mind we ended up with was priceless. – Tim Macnab
REVIEW #6 – We’ve had an excellent experience
working with Marlene/Buxton Financial for Retirement. Marlene took the time to clearly walk us through our retirement options.
We’ve had an excellent experience
working her and her thoughtful guidance on tax planning strategies to help optimize our long-term goals. What stood out most was the detailed retirement scenarios prepared for us. These made it much easier to understand our options and confidently choose the best fit for our situation. The clarity and personalization of the advice gave us real peace of mind. We also truly appreciate the focus on not just meeting our retirement needs, but helping us think about how to leave a meaningful legacy for our children. Highly recommend Marlene to anyone looking for knowledgeable, patient, and strategic financial guidance. – Gina Zapras
ARC Wealth: Vancouver Wealth Management + Financial Planner
ADDRESS: 329 Howe St #741, Vancouver, BC V6C 3N2, Canada
NUMBER: +1 604-360-1426
SERVICES: Estate planning, Financial planning, Insurance purchase consulting, Retirement savings consulting, Tax planning, Wealth management, Financial Advice, Investing Strategy, Planning Services, Tax Planning and Wealth Management
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I’ve had a great experience working with Anthony as my financial advisor. He took the time to understand my goals, explain things clearly, and make the process feel simple and comfortable. I really appreciate his professionalism, patience, and honest guidance. I feel more confident about my financial plan and would happily recommend Anthony to anyone looking for reliable financial advice. – Victor Semenoff
REVIEW #2 – From the very first meeting, Anthony took the time to understand my full financial picture and long‑term goals. He provided clear, thoughtful guidance and helped align everything in a way that made sense for my overall situation. With his support, I now have a clear, structured approach to my investments, savings, and future plans. I look forward to continuing to work with him for years to come, and I would highly recommend Anthony and his team at ARC Wealth! – Jordan Kennedy
REVIEW #3 – My experience with ARC Wealth has been nothing but positive. Anthony is super knowledgeable and very good at what he does – he knows the right investment tools, and is able to explain options in an accessible manner that make sense to a ‘layman’. He took the time to get to know me and my goals, and put together a customized financial plan unique to me. Financial investment can feel intimidating, but with Anthony and ARC Wealth, I feel I’m in good hands, and fully trust his advice. Would recommend him and their services to anyone! – Scott Allan Erdman
REVIEW #4 – Anthony has been fantastic to work with. He’s knowledgeable, approachable, and always quick to respond whenever my husband and I have questions. We really appreciate how clearly he explains things and how supported we feel when making important insurance decisions. – Ali Koby
REVIEW #5 – Anthony has been helping my wife and I for five years now and his advice and planning have simply been invaluable. We are both grateful for his guidance and approachability, and always takes time to meet with us at least once a year. I highly recommend him for anyone who is looking for financial help. – Peter Maxwell
REVIEW #6 – I’ve had an incredible experience working with Anthony Rasotto at ARC Wealth. From the very first meeting, he took the time to understand my full financial picture and long-term goals, then helped me set up everything in a way that makes sense for my situation.
His advice has been clear, practical, and tailored — no cookie-cutter solutions. Anthony is extremely knowledgeable, but also patient in explaining complex concepts so I could make informed decisions with confidence.
Thanks to his guidance, I now have a well-structured plan for my investments, savings, and future goals. I feel more financially secure than ever, and I genuinely appreciate the care and attention he’s given throughout the process.
Highly recommended to anyone looking for a trusted advisor who truly puts clients first. – Killian Heraughty
Novel Wealth
ADDRESS: 25A Morrow Ave Ste 202, Toronto, ON M6R 2H9, Canada
NUMBER: +1 416-203-9500
SERVICES: Financial Planning, Investment Advice, Investment Fund, Investment Solutions, Investment Strategy, Portfolio Management Services, Retirement Planning, Strategic Tax Planning, Wealth Advisor, Wealth Management Services
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Mike and the Novel Wealth team have been a pleasure to work with since we started with them last year. They took the time to understand our full household picture and the onboarding process was smooth and well-organized. Whenever I’ve had questions, they’ve responded quickly and clearly. Would recommend them to anyone looking for a knowledgeable, accessible advisory team. – Daniel Kim
REVIEW #2 – I have been with Novel Wealth for over a year now and I can confidently say they are amazing. They are super responsive, extremely consultative, and have grown my portfolio significantly in a short period of time. If you are looking for someone to take over your investments, I HIGHLY recommend checking out Novel – omar abboud
REVIEW #3 – We’ve had an excellent experience working with the Novel Wealth team over the years, in particular Jerome Townsend and Ryan Di Florio. They are knowledgeable, responsive, and genuinely invested in our long-term financial well-being. They take the time to explain things clearly, offer thoughtful guidance and make complex decisions feel manageable. We’ve always felt supported and highly recommend to anyone looking for trusted financial advisors. – Phia
REVIEW #4 – Jeff Carter and team are amazing at what they do. From the first meeting till now, we’ve learned so much about how to manage our finances effectively. Jeff & team were able to build a solid plan for us, while always being patient and explaining everything thoroughly.
It’s a pleasure to work with this team, because they really seem to have their clients’ best interest in mind. Every time I speak to them I learn something new and valuable. I would highly recommend Jeff and his team to anyone looking for help managing their finances and investments! – Trisha S.
REVIEW #5 – Mark and the team at Novel Wealth have been amazing to work with. We were originally intimidated by the process of setting up an investment account but they’ve made it so accessible, informative and easy. They took the time to explain our options in detail without rushing us to make decisions. They’re always super quick to answer emails or questions. Overall an amazing team and experience! – Sara Cecchetto
REVIEW #6 – I can’t say enough good things about Jeff and Eric at Novel Wealth Management & Accounting! They’re both so knowledgeable, easy to talk to, and genuinely care about their clients. They take the time to explain everything clearly and make sure you actually understand what’s going on, which is such a breath of fresh air when it comes to finances and accounting.
Jeff and Eric go above and beyond every single time. They’re super responsive, always professional, and somehow make managing finances feel stress-free. I really trust their advice and know I’m in great hands. Highly recommend them to anyone looking for a team that’s smart, honest, and truly invested in helping you succeed! – Manar El Mugammar (Manar The Star)
Recommended Sponsors
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BullionStar: One of The Best Gold Investment Companies in The World
Silver Gold Bull: Offering Some of the Best Gold Investment Options in Canada
