4 Best Gold IRA Investment Companies Near Me in Etobicoke, ON – Investment Opportunities & Options for Your TFSA or RRSP Account

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West End Wealth Planning – IPC Securities Corporation | Paul Barreca

ADDRESS: 5399 Eglinton Ave W Ste 206, Etobicoke, ON M9C 5K6, Canada

NUMBER: +1 416-640-9990

SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, All Investment Planning, Financial Plans, Personalized Advice, Portfolio Management, Retirement Income Plan, Risk Management, Wealth Management Services, Wealth Planning

OFFICE HOURS

Mon9:00 AM – 5:00 PM 
Tue9:00 AM – 5:00 PM 
Wed9:00 AM – 5:00 PM 
Thu9:00 AM – 5:00 PM 
Fri9:00 AM – 5:00 PM 
SatCLOSED 
SunCLOSED

>>> BEST CUSTOMER REVIEWS

REVIEW #1 – It has been a pleasure working with Paul and William over the past year. They have managed my parents accounts for over 15 years and have been a great help in planning their retirement. Thanks for all your hard work and help over the years! – RobCin Rigatti

REVIEW #2 – Paul and William have been looking after all my financial resources for nearly 10 years. As i approach retirement i feel confident that they will be able to provide a smooth transition to my next stage in life. As a business owner my financial situation is very complex and i could not possibly do this transition alone. I would highly recommend West End Wealth Planning to anyone looking to relieve the stress of dealing with the constantly changing financial world that we live in. – PETER DOYLE

REVIEW #3 – We have been using West End Wealth Planning for over 10 years and have always been very happy with the services provided and their understanding of our financial objectives. Both Paul and William are very transparent, provide invaluable information and insights (via their Podcasts & newsletters), answer any questions we have immediately and connect with us on a regular basis to ensure they continue to meet our current financial needs. We would highly recommend West End Wealth to anyone needing support in managing their investments. – Peter Watson

REVIEW #4 – Paul and the West End Wealth Team have been our investment advisor for over twenty years. Paul and his team have consistently provided sound advice to my wife and I through many market cycles and have helped us stay on track to reach our financial goals. Paul, William and Vikki continually earn our trust. – Michael Gould

REVIEW #5 – I’ve used the Investment Planning Counsel (i.e.Paul Barreca and William) for over 30 years. They are always attentive, and quick to update me on events that might affect my portfolio (positive or negative). I have regular once a year meetings with Paul and William to update my portfolio status, and to plot my course for the future. These meetings are extremely useful. And now that I’m retired, Paul and William have helped me to plan my retirement. Vikki is always available to help me with administrative details. She is always quick to respond. I appreciate that very much. – Paul Kacor

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Evergreen Wealth Management

ADDRESS: 295 The West Mall #301, Etobicoke, ON M9C 4Z4, Canada

NUMBER: +1 416-412-8057

SERVICES: Tax planning, Wealth management, Education savings consulting, Estate planning, Financial planning, Home purchasing consulting, Insurance purchase consulting, Investment advising, Retirement savings consulting

OFFICE HOURS

Mon9:00 AM – 5:00 PM 
Tue9:00 AM – 5:00 PM 
Wed9:00 AM – 5:00 PM 
Thu9:00 AM – 5:00 PM 
Fri9:00 AM – 5:00 PM 
SatCLOSED 
SunCLOSED

>>> BEST CUSTOMER REVIEWS

REVIEW #1 – Working with Rodney and his team has been great. I started working with Rodney when my “portfolio” was still in the low single-digit thousands, and I feel he has treated me with the same care and attention you’d expect as a much larger client. He has consistently shared his knowledge of the financial world, offered advice and has shown flexibility for my needs. It feels like he cares about my financial success for both the short and long term. I’d recommend Rodney and his team to anyone. – Cory Hughes

REVIEW #2 – If you are looking for a financial advisor you need to look no further than Evergreen Wealth Management. My advisor, Rodney, does several reviews within the year and is always just a phone call away should any concerns arise. He explains, in easy to understand terms, the health of your portfolio and where changes might be made to better address you financial goals.
Rodney, and his team, have my full trust and support and I give a whole-hearted endorsement of the services Evergreen have provided. – onthebrink03

REVIEW #3 – Members of my family have used Evergreen Wealth Managements team for several years and have been extremely happy with the service. Rodney is very informed and easily explains information to those that don’t fully understand. He really seems to know his stuff and I feel like our savings are secure. All communication between Rodney and James is excellent and you never feel like a bother. Overall, a great team to help you invest! – Peter Loveless

REVIEW #4 – I’ve been working with Rodney for nearly a decade as he came highly referred. Since then he has lived up to his reputation.
He has been professional, knowledgeable and extremely trustworthy. I feel confident in Rodney’s advice as a financial/wellness advisor as well as an investor as he has also taught me along the way to ensure I understand our long term strategy.
I’d highly recommend Rodney and his team to anyone considering a financial advisor and planner. – Evan Vizzacchero

REVIEW #5 – My wife and I have worked with Rodney Anton as my financial advisor since 2019, and I can’t recommend him highly enough. From our very first meeting, he took the time to understand our goals and financial situation before offering any advice — there was never a sense of being pushed toward a one-size-fits-all solution.

We were and have been impressed with Rod’s clear communication style. He explains complex financial concepts in a way that’s easy to understand, and he’s always available to answer questions or walk through decisions before I make them. His planning has been thoughtful, proactive, and consistently focused on my long-term interests rather than short-term gains.

Beyond the technical knowledge, what I value most is the trust we’ve built. I know he has my best interests at heart, and that peace of mind is invaluable when it comes to something as important as our financial future.

If you’re looking for an advisor who is knowledgeable, honest, and genuinely invested in your success, I’d wholeheartedly recommend Rod. – Richard

Gaylor Tachauer & Associates – IG Private Wealth Management

ADDRESS: 401 The West Mall #100, Etobicoke, ON M9C 5J5, Canada

NUMBER: +1 416-645-5191

OFFICE HOURS

Mon9:00 AM – 5:00 PM 
Tue9:00 AM – 5:00 PM 
Wed9:00 AM – 5:00 PM 
Thu9:00 AM – 5:00 PM 
Fri9:00 AM – 5:00 PM 
SatCLOSED 
SunCLOSED

>>> BEST CUSTOMER REVIEWS

REVIEW #1 – Myself and several members of my extended family have been with Investors Group for many years, and we’ve always had full confidence in their expertise when it comes to financial investments. Their team is knowledgeable, supportive, and genuinely easy to work with, which makes every interaction a positive experience. I wouldn’t hesitate to recommend them to anyone looking for trusted financial guidance. – Katelyn

REVIEW #2 – Our financial relationship with IG Private Wealth Mgmt began back in the 1980’s and we have been receiving solid advice for 40 years. Gaylor Tachauer & Associates has guided us through the many ups and downs of the market and designed a healthy retirement plan for our golden years. Jeremy Gaylor and his team ensure that our finances are reviewed regularly and timely changes are recommended to protect our interests when warranted. – John O’Neill

REVIEW #3 – I’ve had the pleasure of working with Andrew and his team at IG Private Wealth and I can’t recommend them enough!
They took the time to understand my business goals and provided tailored advice that truly made a difference. Their expertise in financial planning has helped me manage my business’s finances more effectively and plan for future growth.
The guidance they provide is practical, clear, and always in my best interest.
If you’re a business owner looking for someone you can trust with your financial planning, Andrew and his team is the way to go! – Omar Chalabee

REVIEW #4 – We moved to IG years ago from another company/advisor. We have been thrilled with the performance of our portfolio over that time.
Jeremy and his team are extremely knowledgeable and very accommodating. IG has guided us with financial planning, estate planning and income tax optimization to mention a few. We meet with Jeremy on a regular basis for updates and to discuss any questions we may have about current events. We are also plugged into IG’s strategic investment updates and seminars that we find extremely inciteful.
I would highly recommend Jeremy and the IG team to anyone that feels they are not getting the level of service and support they feel they need from their current financial planning organization. Great job Jeremy and team. – Joe Dinolfo

REVIEW #5 – Our family has had the privilege of working with Andrew from IG Private Wealth for many years, and we could not be more grateful for the guidance and support he has provided. From the very beginning, Andrew has stood out for his professionalism, knowledge, and the genuine care he shows for his clients. Financial planning can often feel intimidating, but Andrew has a remarkable way of making the process approachable and reassuring.

One of the qualities that we value most is his responsiveness. No matter how busy he is, Andrew always makes himself available to answer our questions and provide clarity. He responds quickly, follows through on commitments, and ensures that we feel supported every step of the way. That level of attentiveness is rare and speaks volumes about his dedication to the people he works with.

Andrew is also incredibly skilled at explaining complex financial matters in a way that makes sense. He takes the time to walk us through the details patiently, making sure that we understand the information and feel confident about the decisions we are making. His approachable manner puts us at ease, and we never feel rushed or overwhelmed. Instead, we feel empowered to make informed choices about our financial future.

When we first started working with Andrew, our focus was primarily on investing. Over time, he has introduced us to the broader range of services that IG Private Wealth offers, many of which we did not even realize were available to us. With his guidance, we have been able to take advantage of these services, and the experience has been wonderful. From financial planning to other areas of support, Andrew has helped us see the bigger picture and plan for our family’s long-term needs.

Beyond his expertise, what truly sets Andrew apart is the trust he inspires. We always feel that he has our best interests at heart, and his advice comes from a place of genuine care for our well-being. That trust, combined with his knowledge and responsiveness, has made him an invaluable partner for our family.

We cannot recommend Andrew highly enough. His professionalism, accessibility, and ability to make complex matters understandable have made a meaningful difference in our lives. We are so thankful for the relationship we have built with him and look forward to continuing to work with him for many years to come. – Helen & Paul Burka, & family

NexGen Wealth Management – Wellington-Altus Private Wealth

ADDRESS: 170 Evans Ave. Ste 202, Etobicoke, ON M8Z 1J7, Canada

NUMBER: +1 416-619-5680

OFFICE HOURS

Mon8:00 AM – 6:00 PM 
Tue8:00 AM – 6:00 PM 
Wed8:00 AM – 6:00 PM 
Thu8:00 AM – 6:00 PM 
Fri8:00 AM – 6:00 PM 
SatCLOSED 
SunCLOSED

>>> BEST CUSTOMER REVIEWS

REVIEW #1 – My financial advisor has exceeded my financial expectations. I switched from iAfinancial to NexGen Wealth 1.5 years ago, and its been a much better experience for me. My advisor, Cody, is realistic about my goals, keeps me updated, easy to book time with and talk too, he is honest and knowledgeable. I would and have recommended Cody to others, he and the company have been great from my financial needs and goals. – Cass Ogilvie

REVIEW #2 – Very professional and took the time to really understand my needs. I definitely felt that they took my plan and goals seriously and put together a thoughtful, personalized proposal to help me achieve them. I really appreciated the time and effort they put into understanding what I was looking to accomplish. – Myles Farmer

REVIEW #3 – We sleep soundly at night knowing our finances are safely nurtured by the awesome team at NexGen…
The respect we have felt, the wisdom we have witnessed and the financial growth we have received over the past eight years has encouraged us to invite others to join the team. No one has been disappointed!!! – Jenni King Feheley

REVIEW #4 – I’ve had an excellent experience working with NexGen Wealth Management. Justin Lacchin and Cody Dundas have been incredibly knowledgeable, responsive, and genuinely invested in helping me make smart, long-term financial decisions.
They take the time to understand not only my finances, but also my business, goals, priorities, and where I want to be in the future. Justin has an ability to make complex financial decisions feel clear and manageable, and Cody is consistently attentive, organized, and great to work with.
I would highly recommend them to anyone looking for thoughtful, strategic and genuinely relationship-driven financial guidance. – Maya Ritter

REVIEW #5 – Justin is the kind of financial advisor you hope to find but rarely do. He has been instrumental in the financial well-being of myself, my mother, and our extended family. This has included guiding us through a deeply sensitive and complex period following the passing of my father.

His approach is defined by three things: precision, integrity, and progressive thinking. He doesn’t just manage wealth. Instead he builds strategies that are tailored, transparent, and built for the long term.

For anyone seeking an advisor they can trust, both with their finances and their family, Justin and the NexGen team are an easy, enthusiastic recommendation. – Matthew Wright

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