4 Best Gold IRA Investment Companies Near Me in Scarborough, ON – Investment Opportunities & Options for Your TFSA or RRSP Account
Best Rated Sponsor
Legacy Financial
ADDRESS: 287 Port Union Rd, Scarborough, ON M1C 2L3, Canada
NUMBER: +1 416-738-9721
SERVICES: Financial Planning, Insurance annuity investment advisement, Tax planning, Wealth management, Estate Planning, Guaranteed Investment Funds, Responsible Investing, Retirement Planning, Retirement Savings, Risk Management And Insurance, Savings Plan
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 – Trevor is knowledgeable, kind, patient and responds in a timely manner. He makes it easy for us to navigate our finances without any stress. Every family with good values needs him in their corner! – Kimmie Wagner
REVIEW #2 – I want to truly take the time to thank Trevor for his financial and life advice. As a relator, I always tell my clients know your numbers and have the uncomfortable conversations about finance. My conversation with Trevor was far from uncomfortable, it was real, in-depth and truly inspiring. I am truly thankful for his Ministry. May God continue to walk with you as you teach others about finance. I look forward to achieving the set goals and multiplying what’s my in the future. – Kashima Williams
REVIEW #3 – Trevor is a great financial advisor. He has been assisting my family for years and we appreciate his hard work and dedication to each of us. He keeps our information private and gives us great insight on how to better manage our finances. Thank you Trevor. – Shyrell Barnes-Tallow
REVIEW #4 – Trevon has been exceptional in managing my financial matters. He is highly informative and consistently provides insightful, knowledgeable guidance that helps improve our situation in today’s economy. His proactive approach and dedication make a real difference. – Andrine Akindolie
REVIEW #5 – I had a great experience with Legacy Financial, especially working with Trevor. He was fantastic—very knowledgeable, patient, and easy to talk to. He took the time to really understand my situation, gave me solid, practical advice, and clearly explained all of my options in a way that actually made sense.
What stood out the most was how reassuring he was. I came in feeling overwhelmed and uncertain, but Trevor helped me see that it’s not the end of the world and that I can still move forward and achieve my goals. He removed a lot of the stress and guilt I had been carrying and replaced it with clarity and confidence.
I’d definitely recommend Legacy Financial to anyone looking for honest guidance and someone who genuinely cares about helping you find a path forward. I’m also looking forward to our future conversations. – Natalie Z
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Find a Gold IRA Near Me with the Best Gold Investment Options for Your TFSA or RRSP Account
ACIS Financial Group
ADDRESS: 2075 Kennedy Rd Ste 1300, Scarborough, ON M1T 3V3, Canada
NUMBER: +1 416-412-0401 ext. 2233
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 – 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 – Chris was very helpful, patient and detailed when we worked together to source suitable life cover for me after leaving my previous employer. Great work and highly recommended! – Adrian Sheppard
REVIEW #2 – I’ve had an excellent experience working with Chris Lee as my Financial Planner. He is knowledgeable, patient and takes the time to understand my needs. His advices were well thought out and clearly explained, which helped me feel confident in my investment choices.
Communication was always prompt and professional and he made the process seamless from start to finish. I highly recommend Chris for anyone looking for personalized and reliable investment/insurance advice. – Damion McKenzie
REVIEW #3 – Chris has helped me understand many essential financial concepts. Before working with him, I had little knowledge or interest in investing, but his guidance showed me the importance of making my money work for me rather than just letting it sit in my account. He is incredibly patient, always taking the time to answer my questions and provide clear, thoughtful guidance. His honesty and authenticity have made it easy for me to fully trust his advice. I highly recommend Chris to anyone looking for a knowledgeable and trustworthy financial planner. – MP
REVIEW #4 – I started working with Chris since January, and my experience has been great. He’s very professional, and knowledgeable. Chris took the time to understand my current financial situation and my future goals, and based on that he has helped me set up a robust plan tailored for my needs. I really appreciate all his help and close follow up while building the best financial plan for me. – Natalia Cardozo
REVIEW #5 – I have been working with Chris for a few years and I cannot say enough good things about him. He keeps me informed of any changes to my portfolio, and provides me with guidance. He is knowledgeable, helpful and professional and he takes the time to explain things clearly. If you need a good financial advisor, Chris is definitely someone I would recommend. – Anna S
Jacqueline Soong, Desjardins Financial Security
ADDRESS: 3410 Sheppard Ave E 4th Floor, Scarborough, ON M1T 3K4, Canada
SERVICES: Education savings consulting, Estate planning, Financial planning, Home purchasing consulting, Insurance purchase consulting, Financial Planning
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 – We were pleasantly surprised when we first came across Jacqueline while looking for a life insurance policy. Her personal engagement and interest in understanding and building options based on our specific needs was of a next level rarely found in today’s world. We were invited to her office for a personalized signing and going over the policy terms and conditions in a traditional manner, which was memorable and trust-building. We will always recommend Jacqueline as a trustworthy advisor and wish her every success. – Rajeev Saksena
REVIEW #2 – If you’re looking for a financial advisor, there’s no one better than Jacqueline Soong. She has guided our family since the beginning. We first contacted her at the suggestion of my in-laws, since she managed their investment portfolio. My husband and I wanted to make sure, our baby would have the opportunity to study whatever he wanted without worrying about not having the finances for it. Jacqueline helped us open our RESPs for both children and life insurance for our entire family. We’ve been working with her for five years and we are extremely happy with the results. I wouldn’t trust this job to anyone else. We’ve managed to save for our children’s future, all thanks to Jacqueline and her team’s knowledge of the subject. Every time we have a question, she lovingly answers and gives us the peace of mind we need. THANK YOU FOR EVERYTHING YOU DO; you’re one in a million! – Natalia Infante
REVIEW #3 – Working with Jacqueline has been life changing in the best way! I am so grateful I was referred to her by a trusted friend. Jacqueline explains concepts that used to scare me in ways that I actually understand. She is kind and patient, I never feel anxious when speaking with her and asking all of my questions. I now understand where my money is going and what it’s doing, I have learned so much from Jacqueline! I never feel like another number, I feel like I am talking to a friend who is giving me practical and smart advise.
I highly recommend her if you are a woman who wants to take control of her finances and actually understand them! Thank you for everything, Jacqueline, you are amazing!!! – JK Greaves
REVIEW #4 – I had an exceptional experience working with Jacqueline as my life insurance agent. From our very first conversation, she demonstrated a deep knowledge of life insurance policies and took the time to walk me through all of my options in a way that was easy to understand. What really stood out was how patient and informative she was—she never rushed the process and made sure I felt comfortable and confident with every decision.
She tailored her recommendations to my specific needs and financial goals, explaining the pros and cons of each policy with clarity and transparency. It was clear that she genuinely cared about finding the best fit for me rather than just making a sale. Her professionalism, attention to detail, and responsiveness were top-notch throughout the entire process.
Thanks to her guidance, I now feel secure knowing I’ve made the right choice for my family’s future. I would highly recommend Jacqueline to anyone looking for honest, knowledgeable, and dedicated help with life insurance. She truly made what could have been a confusing and stressful process incredibly smooth and reassuring. – Behnaz Keyvan
REVIEW #5 – If I could give Jacqueline 10 stars I would.
I met Jacqueline when I first became a single mom. I was focused on creating financial stability and security for my son and I, as I’m self-employed. Jacqueline gave me the confidence, knowledge and clarity to diversify my portfolio and build real, lasting legacy wealth.
When I experienced hardship she was kind and understanding teaching me how to make my portfolio work for me and helped me rebuild my portfolio.
Her financial literacy is top tier, and she explains things in a way that makes sense, especially for those of us balancing it all. She’s compassionate, brilliant, and genuinely invested in your financial success. Every woman and mom would benefit from having a Jacqueline in her corner. Thank you Jacq! – Charlene Lizette
Melissa Fasolino Financial Professional
ADDRESS: 1940 Eglinton Ave E, Scarborough, ON M1L 4R1, Canada
NUMBER: +1 647-226-9891
SERVICES: Financial planning, Investment advising, Retirement savings consulting, Wealth management, Benefit Plans. Comprehensive Retirement Plan, Education Savings Plan, Estate Planning, Estate Preservation, Financial Planning, Financial Solutions, Insurance Options, Insurance Protection, Insurances, Investments, Key Person Insurance, Life Insurance, Long Term Care Insurance, Permanent Life Insurance, Retirement Savings Plans, Term Life Insurance, Universal Life Insurance, Wealth Preservation, Whole Life Insurance
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 an exceptional experience working with Melissa over the years. She truly understands financial markets and investment strategies, always taking the time to understand my goals and risk tolerance. Melissa explains complex concepts clearly, answers all my questions, and consistently demonstrates professionalism and dedication. She proactively monitors my portfolio and is always accessible and responsive. I highly recommend Melissa to anyone seeking a trustworthy and dedicated financial advisor. – Felix Kegode
REVIEW #2 – My experience with financial advisor Melissa demonstrates the value of professional guidance. Initially hesitant due to my limited knowledge of investing, I found our first consultation transformative.
Melissa’s expertise stood out as she provided tailored advice based on my specific financial needs. Her personalized approach made complex concepts clear and actionable, helping me understand my financial requirements and the steps necessary for securing my future.
Unlike traditional financial institutions that use standardized methods, Melissa’s strategy allowed me to progress more quickly and confidently. For anyone feeling stuck in their financial planning, seeking professional guidance can be a game-changer.
If you’re unsure about your financial future, don’t hesitate to seek help. A consultation can provide valuable insights and peace of mind, making the investment worthwhile. – wendell belonio (wHen)
REVIEW #3 – My experience with Melissa from World Financial Group is not justified with only 5 stars. Despite my young age, Melissa took my financial goals seriously and made a plan that would best suit them. She thoroughly explained each one of my options and made sure I understood everything 100%. Before I connected with Melissa, I wanted to start investing but didn’t know how or where to start. After my one on one with her, I felt more knowledgeable on where and how to invest my money. She also provided me insurance options that would help me achieve my goals.
One of the things I like most about Melissa is that she made an effort to personally get to know me which is why I would recommend Melissa to anyone! Thanks Melissa for all your help and hard work!! – Erika Teves
REVIEW #4 – I highly recommend working with Melissa if you’re looking for health and dental insurance. I had posted in a Facebook group that I was looking for a new insurance plan for my family, and she reached out to help.
She took the time to understand what we were looking for and provided several options that fit our budget. She was very thorough in explaining the coverage, patiently answered all of our questions, and never made us feel pressured into making a decision.
The entire process, from comparing plans to signing up, was smooth and stress-free because of her guidance. She was responsive, professional, and genuinely wanted to help us find the best option for our family’s needs.
Thank you for making what could have been an overwhelming process so much easier. We truly appreciate your help and would happily recommend you to anyone looking for insurance advice. – Mary
REVIEW #5 – I had an excellent experience working with Melissa Fasolino. She helped me navigate life insurance options and took the time to teach me financial concepts I had never encountered before. Their approach was incredibly educational and empowering, and I never felt pressured to make any decisions I wasn’t comfortable with.
What stood out most was their ability to provide information in a way that was easy to understand and actionable. The knowledge I’ve gained will continue to serve me well in managing my finances.
I highly recommend Melissa Fasolino to anyone looking for a financial advisor who prioritizes education, transparency, and client empowerment. They’re an excellent resource for anyone wanting to make informed financial decisions with confidence.
I cannot recommend Melissa Fasolino enough! Not only is she incredibly knowledgeable, but she’s also an amazing person who genuinely cares about her clients. She helped me navigate life insurance options and took the time to teach me financial concepts I had never known before.
Her guidance was always pressure-free, and she made sure I felt confident in every decision. The information she shared with me isn’t just helpful in the moment—it’s something I’ll continue to use to improve my financial well-being.
If you’re looking for someone who combines expertise with compassion, Melissa Fasolino is the one to go to. She has truly made a positive impact on my life, and I’m so grateful for her support! – Ashlee Johnston
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