4 Best Gold IRA Investment Companies Near Me in Mississauga, ON – Investment Opportunities & Options for Your TFSA or RRSP Account
Best Rated Sponsor
Modern Vision Planning
ADDRESS: 350 Burnhamthorpe Rd W Ste 200, Mississauga, ON L5B 3J1, Canada
NUMBER: +1 416-464-7760
SERVICES: Education savings consulting, Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Alternative Investments, Disability Insurance, Education Savings, Individual Pension Plan, Individual Plan, Pension Plans, Personal Finances, RRSP Loans
OFFICE HOURS
| Mon | 9:00 AM – 8:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 8:00 PM | |
| Wed | 10:00 AM – 8:00 PM | |
| Thu | 10:00 AM – 8:00 PM | |
| Fri | 10:00 AM – 8:00 PM | |
| Sat | 9:00 AM – 8:00 PM | |
| Sun | 9:00 AM – 8:00 PM |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Will is an incredible professional. It has been an amazing experience working with him. He’s infinitely helpful, and was always available to answer any of my questions. His patience, experience and true integrity really shine through. Will spent a lot of time talking through options, risks, strategies. It really has been a very valuable experience for me to have his support.
I highly recommend Will as an advisor and can firmly stand by saying that his clients are lucky to have him. – Magdalena Chromicz
REVIEW #2 – William is an excellent financial planner. I wish I had met him years ago to help me manage my finances. Every meeting, I learn so much he really takes the time to explain things with care. He genuinely cares about helping me achieve financial success. He was able to set up my portfolio for me and assist with getting life insurance. I highly recommend him. – Aakifa Nizam
REVIEW #3 – William Chan is an outstanding financial advisor. He is knowledgeable, patient, and takes the time to clearly explain options in a way that is easy to understand. I never felt rushed or pressured, and he genuinely listened to my goals and concerns before making recommendations. His advice felt thoughtful, well-researched, and tailored to my situation rather than generic. William is responsive, reliable, and professional, and I felt confident knowing my finances were in good hands. I would highly recommend him to anyone looking for a trustworthy and competent financial advisor. – Karm Patel
REVIEW #4 – We started working with William when we had very little knowledge about how finance work in Canada. He patiently explained everything to us and provided the tools we needed so we could move forward when we were ready.
Now, after three years of working with him, we truly feel blessed to be in such good hands. He is always available for questions or meetings, and it has been an amazing experience working with someone as knowledgeable and organized as he is. – Madeline Izamar Avila
REVIEW #5 – I had an excellent experience working with this financial advisor. Their knowledge, professionalism, and attention to detail made a huge difference in helping me understand my financial goals and create a clear plan for the future. They took the time to explain everything in a simple and transparent way, which gave me a lot of confidence and peace of mind. I highly recommend their services to anyone looking for trustworthy financial guidance. – Jenny Cao
Recommended Sponsors
Find a Gold IRA Near Me with the Best Gold Investment Options for Your TFSA or RRSP Account
Legacy Wealth Advisory
ADDRESS: 30 Eglinton Ave W Suite #282, Mississauga, ON L5R 0C1, Canada
NUMBER: +1 905-840-2222
SERVICES: Education savings consulting, Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management
OFFICE HOURS
| Mon | 9:00 AM – 6:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 6:00 PM | |
| Wed | 9:00 AM – 6:00 PM | |
| Thu | 9:00 AM – 6:00 PM | |
| Fri | 9:00 AM – 6:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I highly recommend working with Damian. He is extremely knowledgeable, professional, and thorough in his approach. He takes the time to clearly explain options and strategies, ensuring everything is easy to understand. His guidance has given my husband and I confidence and peace of mind in our financial decisions. He truly does an excellent job and goes above and beyond for his clients. Working with him has been such a positive experience. Damian genuinely cares about helping his clients succeed, and I’m grateful for his expertise and support. – Sheryl Josephs (RUHairInMe)
REVIEW #2 – Damian has been my financial advisor for over 8 years, and the experience has been nothing short of exceptional. His guidance has consistently been thoughtful, reliable and tailored to my goals. Damian takes the time to explain every step clearly, making even complex decisions feel stress free. I appreciate most his genuine care for my long term success. Thanks to your expertise, I feel confident for the future. Highly recommend to anyone looking for a knowledgeable and trustworthy financial advisor. – Spadryne Taite
REVIEW #3 – I can’t say enough great things about Damian Alexander and Legacy Wealth Advisory!
Damian is an incredibly knowledgeable, dedicated, and genuinely caring wealth manager who truly prioritizes his clients’ success. From our very first meeting, he listened attentively to my goals, created a clear strategy, and explained everything in a way that made me feel confident and at ease. We’re already seeing positive results at this early stage, which speaks volumes about Damian’s expertise and commitment. I highly recommend Damian to anyone seeking proactive, professional, and personalized financial guidance. – Vikram V
REVIEW #4 – Damian Alexander is an exceptional financial advisor! His expertise and guidance have been invaluable to me. He’s always available to answer my questions and provides tailored advice that aligns with my goals. Damian’s professionalism, integrity, and dedication to his clients are truly impressive. I highly recommend him to anyone seeking trusted financial guidance. – Mike Shillingford
REVIEW #5 – I had a fantastic experience working with Damian at Legacy Wealth Advisory. He’s a knowledgeable and professional insurance agent who truly takes the time to cover your needs from A to Z. Damian makes the process simple and stress-free, ensuring you have the right coverage without any confusion. I would definitely recommend him to family and friends who are looking for someone they can trust with their insurance needs. – Iyabo Hood
Wealth & Estate Financial Canada Inc.
ADDRESS: 218 Export Blvd Ste 411, Mississauga, ON L5S 0A7, Canada
NUMBER: +1 905-232-9332
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 – Having Seema’s advice and help has been a great help with my financial aid. I highly recommend her to anyone having trouble with their finances, she is always available to answer questions and she prioritizes her clients at all times. Whether is be in the morning or during the night she is always available to answer all my questions. – Karandeep Jhamat
REVIEW #2 – Seema is awesome! She took the time to explain everything in detail to make sure I would do what is best for me and my family. She is not only very knowledgeable, but she truly cares about her clients. She is proactive with her advice, and is constantly looking out for your well-being. I have and will continue to recommend her to everyone! – j a
REVIEW #3 – Working with Seema has been a great privilege for myself and my family. She is a true professional, dedicated, very hardworking and we are so glad to have Seema managing our future. I recommend Seema to all my family, friends and business acquaintances. If you want to win, go a long way — you have to have Seema and Wealth & Estate Financial Canada Inc. team on your side. – Manny M.
REVIEW #4 – Seema Sharma is a well known professional in the community. She is known for her honesty, integrity and passion for communities. Knowing her professionally and personally have been a pleasure and I would recommend her to everyone who is looking to get their finances in order with customized solutions and personal attention from the experts! – Vishal Sharma
REVIEW #5 – I have known Seema Sharma for a few years now, she is one of the best professional in her industry. She is all about client’s best interest. She has the knowledge that is required to be the best she can be and willing to support everyone around her.
For best advise from a person who truly cares about client, community and this profession, I would recommend Seema Sharma at WEFCI! – Nikhil Bhardwaj
AWealth
ADDRESS: 6755 Mississauga Rd #425, Mississauga, ON L5N 7Y2, Canada
NUMBER: +1 416-666-7264
SERVICES: Financial Advisor, Financial Investments, Financial Planning, Investment Plans, Investment Portfolio, Life Insurance Benefits, Life Insurance Coverage, Life Insurance Plans, Life Insurance Policies, Life Insurance Protection, Medical Insurance, Mutual Fund Investments, Pension Plans, Permanent Life Insurance, Registered Education Savings Plan, Registered Retirement Savings Plan, Resp Plans, Retirement Income Plan, Retirement Strategies, Risk Management Plan, Rrsp Plans
OFFICE HOURS
| Mon | 9:00 AM – 8:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 8:00 PM | |
| Wed | 9:00 AM – 8:00 PM | |
| Thu | 9:00 AM – 8:00 PM | |
| Fri | 9:00 AM – 8:00 PM | |
| Sat | 9:00 AM – 5:00 PM | |
| Sun | 9:00 AM – 5:00 PM |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Moved all my investments over to Andrei over 3yrs ago and have been thrilled with the returns, Andrei’s insights and investment knowledge. He takes the time to truly get to know you, your investment sophistication, risk tolerances and portfolio aspirations. He is very responsive and a pleasure to deal with. – Kevin Pearce
REVIEW #2 – Andrei has been a Godsend at a time when I was struggling with my investment portfolio at a major bank after my divorce. He
is a sound and skilled investor and I have enjoyed a much better ROI even during a volatile market. He goes out of his way to support me no matter what the ask. I highly recommend Andrei and his team at AWealth. You wouldn’t regret it. – Kristin Morris
REVIEW #3 – I have been a client of my bank my whole life. Over time I felt that the bank is not really looking after my portfolio. I was then introduced to Andrei by one of my high school friends. I can never thank him enough for that introduction. Andrei has shown me investment strategies that will help me retire ahead of schedule. Andrei is very diligent, caring and professional advisor. This year Andrei also helped me with securing a mortgage for my real estate investment. The process was smooth with no issues. I highly suggest to connect with Andrei from Awealth. He is awesome! – David Lieu
REVIEW #4 – My and my husband connected with Andrei from Awealth through Planswell. Andrei’s assistant initially set up a Zoom meeting with us and we don’t regret attending the meeting. We have been a long time clients of one of the big 5 banks with both our investments and mortgage. Andrei proposed a great investment plan that goes above and beyond anything that the bank has suggested and is proving to be working amazingly well in our favour. But it didn’t stop there. We now have a custom built retirement plan, something that was missing in our lives. Andrei then helped improve our cash flow tremendously but restructuring our debt which in turn allows us to have more money to spend with our kids but also continuing with our investment strategy to lower taxes and hit our retirement goal. – Erin Gladman
REVIEW #5 – I’ve been working with Andrei for a couple months now and connecting with him was one of the best decisions I’ve made for my financial future. I feel confident with him managing my investments and giving me advice, whether on finance or business. He continues to prove his knowledge and understanding of his field exceptionally, which makes sharing my financial details much easier because I know and trust that I’m in good hands.
Next he will be helping me secure a mortgage for my first property next year. I’m excited to continue working with Andrei following his impressive strategies and creative ideas. I have referred Andrei to many people in my circle and will definitely continue doing so. – Mickhailia Myrie
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