4 Best Gold IRA Investment Companies Near Me in North York, ON – Investment Opportunities & Options for Your TFSA or RRSP Account
Best Rated Sponsor
Bellwether Family Wealth | North York | Beaches Financial Group
ADDRESS: 170 The Donway W Ste 205, North York, ON M3C 2G3, Canada
NUMBER: +1 416-690-0911
SERVICES: Tax planning, Wealth management, Estate Planning, Financial Planning, Retirement Planning, Portfolio Review, Retirement Plan
OFFICE HOURS
| Mon | 8:30 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 4:30 PM | |
| Wed | 8:30 AM – 4:30 PM | |
| Thu | 8:30 AM – 4:30 PM | |
| Fri | 8:30 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Bellwether family wealth has been great to us, they have made us money on our investments and delivered so much more with advice and family planning. We feel like part of the Bellwether family dealing with Chris and Richard jr. What a great team with decades of experience. – Glen Murphy
REVIEW #2 – We have been with Beaches Financial Group for about 10 years. We have built great relationship with the group. They are very responsive, customer focused and committed to our success. Investing with them has been beneficial to us as we have enjoyed portfolio growth despite many twists and turns in the market. We highly recommend them. – Subhash Patel
REVIEW #3 – Beaches financial group has been my first investment experience and I couldn’t feel more taken care of.
Richard Heinrich and the team have done a great job of creating a unique investment portfolio that’s suited to my industry. I have always felt comfortable with my investment strategy as every detail has been throughly and patiently explained to me.
I would highly recommend Beaches to anyone looking to stabilize and grow their career. – Alex Quint-Pugsley
REVIEW #4 – Let me start by saying, leaving reviews is not something I normally do. I have to take exception here. Not only have I had a wholesome/trusting experience with Richard Heinrich and the team, I have seen results which I would deem, beyond impressive and almost surprising with how things are in the world currently. – Aaron Green
REVIEW #5 – We have been with Beaches for years. I admit that I don’t know much about handling stocks, but we have been guided along safely throughout the natural ebb and flow of the markets. I have recommended others to them, and I know you can work well with this team, no matter your level of experience! – Heather McNabb
Recommended Sponsors
Find a Gold IRA Near Me with the Best Gold Investment Options for Your TFSA or RRSP Account
Aaron Wealth Management
ADDRESS: 3625 Dufferin St #340, North York, ON M3K 1N4, Canada
NUMBER: +1 416-602-3533
SERVICES: Wealth management, Comprehensive Retirement Plan, Customized Plan, Enhanced Retirement, Estate And Succession Planning, Financial Advisor, Financial Management, Financial Plan Planning, Group Benefits, Individual Pension Plans, Investment Strategies, Life Insurance Solutions, Personal Wealth Management, Retirement And Estate Planning
OFFICE HOURS
| Mon | 8:30 AM – 9:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 9:00 PM | |
| Wed | 8:30 AM – 9:00 PM | |
| Thu | 8:30 AM – 9:00 PM | |
| Fri | 8:30 AM – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Thank you, David, for putting together such a thoughtful retirement plan for us. We truly appreciate your honesty, patience, and the time you took to guide us every step of the way. Your insights gave us confidence and peace of mind about our future. We’re very grateful and would happily recommend you to anyone looking for trusted retirement advice. – Surez Vel
REVIEW #2 – I just wanted to share that David continues to support and guide us as life changes during our retirement. We have been collaborating with David since June of 2023 and he is always there for us when we have a question or need a tweak of our plan. David provides reassurance with his analysis that we are on the right track and not guessing on our future, Thank you David!! – Blair Tully
REVIEW #3 – David Aaron is someone that I would highly recommend to anyone who is looking for a Certified Financial Planner who is understands what his clients need. He listens and is very kind in his approach to helping you understand the planning process while keeping it simple for you to implement your own plan. I wish I had called him sooner but it is never too late to chart out your future. – Kevin Serniuk
REVIEW #4 – David is phenomenal Professional with wealth of Financial planing and investment knowledge, great human being understanding of sensitive issues and always available to help / support no matter how many questions you have until you are satisfied.
Highly recommend him for all aspects of Financial, Tax and estate planning. Thanks a lot David for all the help. – Mustansar Malik
REVIEW #5 – We highly recommend David Aaron for anyone looking for a comprehensive retirement plan. Over several Zoom meetings, David took the time to truly understand our goals and build a personalized plan that worked for both me and my husband.
What impressed us most was how detailed and thoughtful the planning was. He created different retirement scenarios that showed how much we could safely spend during our “go go years” and “slow go years”, while also factoring in major expenses like car replacement every 5 years for both of us. He carefully planned the right RRSP meltdown strategy to help avoid OAS clawback, minimize taxes on our estate, and even showed us when it would make sense to gift money to our children later in life to further reduce potential clawback.
David was pleasant, resourceful and extremely knowledgeable throughout the entire process. We had actually been following him on Youtube for years because of his educational content, and finally decided to take the plunge and do a financial plan with him. We are so glad we did.
The biggest benefit for us is the peace of mind we now have knowing that we can confidently spend the amount we want during retirement without worrying about running out of money.
Thank you, David, for helping us feel secure and excited about our retirement future! – Rosemarie L.
Vida Financial Group Inc.
ADDRESS: 1 High Meadow Pl Unit 8, 2nd Floor, North York, ON M9L 2Z5, Canada
NUMBER: +1 647-725-9663
OFFICE HOURS
| Mon | 9:00 AM – 7:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 7:00 PM | |
| Wed | 9:00 AM – 7:00 PM | |
| Thu | 9:00 AM – 7:00 PM | |
| Fri | 9:00 AM – 7:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Kevin at Vida Financial Group was great to work with. I own my own barbershop and needed help getting both my business and personal insurance set up properly. He broke everything down in a way that was easy to understand and made the whole process stress-free. I never felt rushed or pushed into anything. Now I know my shop and my family are protected, which gives me real peace of mind. I’d definitely recommend him to any business owner looking for solid, honest advice. – Derek Barbosa
REVIEW #2 – I can’t recommend Vida Financial enough. They went above and beyond to help me, explaining everything clearly and tailoring their advice to my exact situation. I felt supported, respected, and confident every step of the way. Thanks to them, I’m in a much stronger financial position than I ever expected. Truly outstanding service!!! – andrew demelo
REVIEW #3 – I had the pleasure of meeting with Kevin who was very thorough regarding my life insurance policy. He explained the pros and cons of each policy and the advantages/disadvantages. He was able to educate me on why I should have the policy that I chose and really worked it out for my family. He spent time making different options available and allowed me to chose what fit into my budget. He did not pry into my business and was very professional when it came to asking questions. I felt very comfortable opening up to him and disclosing information because I knew he was going to find me the right fit. I found Kevin to be very enthusiastic and passionate about his job but most importantly wanting to help me and I would recommend using him and Vida Financial. – Loralee Santarossa
REVIEW #4 – We have been meeting with Kevin over the past few years, helping us with our financial planning. Kevin is always attentive and professional. Kevin always seems to upgrading his qualifications and knowledge in order to stay current and provide the most up to date recommendations. He takes time to explain until we are comfortable with the plan. Thanks Kevin – Mike Tapping
REVIEW #5 – My family and I have been working with Kevin Moniz of Vida Financial Group for the past five years and I cannot recommend him enough.
Kevin is more than just a financial advisor – he is a true partner in helping us achieve our financial goals. He takes the time to truly understand our unique needs and presents us with a range of investment and insurance plans that are tailored to our specific situation.
Kevin is incredibly knowledgeable and always takes the necessary precautions to ensure that we are making the best decisions for our family. His communication skills are top-notch and he explains everything in a clear and understandable way.
With Kevin on our side, we feel confident and assured that our financial planning is in great hands. On top of all this, Kevin has a genuinely friendly and humble personality that makes working with him a true pleasure. If you are looking for a financial advisor that you can trust, I highly recommend Vida Financial and Kevin Moniz. – DANNY AVELAR
Wherry & Associates Private Wealth Management
ADDRESS: 200 Yorkland Blvd Suite 300, North York, ON M2J 1R5, Canada
NUMBER: +1 416-227-4166
SERV ICES: Financial planning, Charitable Giving Plan, Gift Planning, Global Investment, Income Planning, Insurance Planning, Investment Capital, Investment Opportunities, Investment Strategies, Investment Strategist, Mortgage Solutions, Permanent Life Insurance, Planning Strategies, Retirement And Estate Planning, Risk 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 – We are so grateful for Barb and the incredible work she has done for us over the last 20 plus years. Dealing with finances can be stressful, but Barb makes everything easy to understand and completely stress-free. She is honest, incredibly reliable, and always looks out for our best interests. After more than two decades of excellent service, we trust her completely. If you want a finance manager who truly cares and gets the job done right, we cannot recommend Barb enough! – Glen Blackwell
REVIEW #2 – Have been investing with Barbara Wherry and IGWM for more than twenty years and have been incredibly happy with the customer service, care, and the returns on my investment. Barbara and her team take the time to know me and my needs, to help me plan and anticipate, and work to find the sweet spot to give me just the right amount of engagement and check-ins. They’ve made great suggestions about modifications to my portfolio as my situation has changed over the years and are always available when I have a question or a need. The IGWM online tools are easy to navigate, give me great info at a glance, and everything is completely transparent. I wish I could give Barbara and her team a sixth star – highly recommend them! – Karen Thorne-stone
REVIEW #3 – My wife and I have been with Investors Group, now, ig Wealth for almost 30 years, which speaks for itself. Over the years we have always received excellent advice and management of our finances. We are now working with Barb Wherry and her team and continue to have a very positive and rewarding relationship. – Brenda & Doug
REVIEW #4 – What an amazing team to have for getting the most out of your savings and investments. We are so lucky and happy I.G. handles everything, especially since we are not financial savvy or tech savvy for that matter!
We have known Barbara for many years and thoroughly enjoy her friendly and outgoing personality. We trust her completely and appreciate her sensible and very helpful advice, along with her associates, Warren, Austin and Allison.
We’ve always had total confidence in their abilities and have never been disappointed, we highly recommend them.
Thank you all so much. – Dale White
REVIEW #5 – I inherited Barbara Wherry when my previous advisor retired. I was hesitant, only because I’d had such a great relationship with her predecessor. However, I needn’t have worried.
A decade or so later, I know I am in the best possible hands. Barb’s attention to every detail of my financial life means that no stone is unturned during our planning sessions. As a result, I always feel confident that her projected outcomes are realistic. This, in turn, motivates me to heed her expert advice, and year by year, I have seen the CLEAR progress “we” are making towards a more than comfortable retirement; something I once feared was out of reach!
I can not recommend Barb and her team highly enough. They are as personable as they are professional, and always a joy to connect with. I just hope Barb doesn’t retire before I do! – Vivienne Singer
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