4 Best Gold IRA Investment Companies Near Me in Toronto, ON – Investment Opportunities & Options for Your TFSA or RRSP Account
Best Rated Sponsor
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 – An independent financial plan had been on my radar for a few years, and I approached Marlene to help me wade through what was a fairly trepidatious topic to me. Marlene was great. She was very personable, knowledgeable, and she exuded positive energy. After a few virtual conversations where I was completely set at ease, Marlene set me up with a comprehensive financial path that, while very detailed, is broken down nicely into actionable steps forward. It was a great experience and I highly recommend her! – Cassie R.
REVIEW #2 – My Wife and I were searching for a fee based planner to get an honest financial assessment of our retirement progress and a potential major home purchase. Marlene worked with us face to face over multiple appointments to really understand every last small detail of our current and future cash flows along with our current registered and non registered assets. She applies her methodology to create a very deep plan. Marlene is extremely competent, personable, and prepared for every discussion. She has exceeded our expectations and I am glad we chose this path to work with her. She also had simple tips on how to manage our kids finances to help them become more self sufficient which we implemented. – Shawn Omstead
REVIEW #3 – Marlene Buxton brings a new and refreshing approach to financial planning with special emphasis on retirement. Instead of trying to sell you stocks and bonds Marlene uses a fee only structure which allows her to solely focus on your retirement goals by mapping out a cash flow model that is easy to follow and maintain. I highly recommend Marlene for anybody who wants to simplify their investments and personal finances. Marlene has down wonders to make things easier for me. – David Evans
REVIEW #4 – Marlene is an excellent fee only financial planner. She helped me get my finances in order in such a way that I feel completely at ease for my future and I have a solid plan moving forward. She also helped me find money I had forgotten I had! I feel so relaxed now about my financial situation that I can focus on the important things in life. I highly recommend Marlene. She’s an expert in what she does. – Barbara Santen
REVIEW #5 – A good test of client satisfaction is a willingness to recommend the product or service. We’ve done just that with colleagues and have offered Marlene’s financial planning services to each of our three adult-age sons, who are already financially responsible. Marlene is really, really good at what she does. She’s at ease with communicating and explaining. She knows her stuff and produces a very professional and well conceived, practical report. She makes a point of really understanding you, the client. She loves what she does and when you combine that with outstanding competency for a service that people need , you end up with a winning formula. – Richard Hamel
Recommended Sponsors
Find a Gold IRA Near Me with the Best Gold Investment Options for Your TFSA or RRSP Account
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 – We have been working with Jeff and team for just over a year and it’s been a great experience. We have full trust and confidence in him and his team. They are very responsive and down to earth and our investments continue to grow. Highly recommend to anyone looking for a wealth management team. – Martha M Clementino
REVIEW #2 – I have been working with Jerome and Ryan at Novel Wealth for the past year. The experience has been outstanding. The team is professional , knowledgeable, hardworking and truly care about their clients. They took the time to understand my family’s situation, our financial goals and provided us a solid plan that aligns with our goals. They holistically look at financial planning, insurance , portfolio management etc and provide valuable guidance and tailored recommendations that helps build confidence when it comes to securing our future.
Jerome and Ryan are always available for any questions and take the extra step to explain the strategies and processes involved. Thank you, Jerome and Ryan for all your help. Highly recommend to everyone. – Lakshmi Narayanan RadhakrishnanREVIEW #3 – I waited almost a year to write this review to ensure I got the full experience with Novel Wealth. I’m happy to report that our experience has been top notch. From their consistent communication to their willingness to go above and beyond for their clients, it exceeds what I was looking for in a wealth management company. From Wealth through to their Accounting team, we can rest assured that our family and business financials are well taken care of. Thank you! – Andre Ferraz
REVIEW #4 – I’ve had the pleasure of working with Novel, and I couldn’t be more impressed! The team truly cares about my goals and takes the time to help me understand and navigate the world of finance, which was a bit unfamiliar to me. I really appreciate how they have my best interests at heart and always take the extra effort to get it right. I definitely recommend their services to anyone looking for thoughtful, professional, and genuinely caring financial advice! – Lisa Kudrenski
REVIEW #5 – I’ve been working with Jeff for a while now, and I can genuinely say he and the team at Novel Wealth made a significant impact on my financial trajectory. From the start, Jeff took the time to understand my financial goals, patiently explaining strategies and tailoring recommendations that aligned with my needs. Thanks to their guidance, I now feel more confident in my financial future and have seen real progress toward my long-term goals. Jeff’s expertise, attention to detail, and dedication to ensure my success have been invaluable. I highly recommend Jeff to anyone looking for a financial advisor who truly cares and brings top-notch knowledge to the table! – Issam Alanqar
REVIEW #6 – We’ve had an outstanding experience with this wealth management firm. Their service is truly exceptional-always going above and beyond, not just for clients but for anyone who needs guidance. Their willingness to help, even without any obligation, speaks volumes about their integrity and client-first philosophy.
Their financial expertise is second to none. They helped us optimize our portfolio and, more importantly, saved us a significant amount in taxes through strategies we wouldn’t have discovered on our own. Every interaction reflects deep knowledge, transparency, and genuine care for our financial well-being.
We’re extremely happy to be their clients and feel confident knowing our future is in the hands of such capable professionals. Highly recommended.
Special thanks to Jerome and Ryan for their dedicated work. Their professionalism, responsiveness, and attention to detail have made a real difference for us. – Tigran Avanesov
Longevity Wealth
ADDRESS: 21 Atlantic Ave C, Toronto, ON M6K 3E7, Canada
NUMBER: +1 416-904-3904
SERVICES: Financial planning, Home purchasing consulting, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Financial Planning, Investment Management, Registered Retirement Income Fund (RRIF), Registered Retirement Savings Plan (RRSP)
OFFICE HOURS
| Mon | 9:00 AM – 9:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 9:00 PM | |
| Wed | 9:00 AM – 9:00 PM | |
| Thu | 9:00 AM – 9:00 PM | |
| Fri | 9:00 AM – 9:00 PM | |
| Sat | 9:00 AM – 9:00 PM | |
| Sun | 9:00 AM – 9:00 PM |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – After working with Sergio, it’s clear that he’s looking out for me the client. In our 15 minute conversation I felt understood and left with new insights regarding my existing and potential investments that could help me achieve my goals further. Sergio has a depth and width of financial knowledge; most people who are interested in financial planning would be lucky to work with him. – Matino Itil
REVIEW #2 – I am so grateful to have met Sergio Montano from this team. He has been a great help to me in financial planning both giving me knowledge and advising me on what to do to financially plan for the future. I appreciate his devotion to the work that he does and the time that he is takes out to do it. I am noticing great discipline in myself and improvement in finances just by following his advice. I highly recommended him! – Kenva Strachan
REVIEW #3 – There is a fine line between short term goals and long term financial freedom and with the way AL had been able to explain all that I needed to know, I was truly happy with moving forward. Time, effort and a thorough explanation was awarded to me through the team and I was able to really ask all the questions I needed to ask. I also felt safe & my vulnerability was highly secured dealing with AL. This is the first review and I am sure, long term, once Longevity is Achieved, I will be able to declare my results with the success I have attained! Thank you once again on securing my future. – Mohamad-Nawaf Taleb
REVIEW #4 – I recently had the most pleasurable experience doing business with Matthew Ford. Matthew was able to make his schedule work around me, and was even willing to have multiple in person meetings with me. Where Matthew provided me a very in depth, knowledgeable, and competent education on investing, financial planning, and the benefits of insurance. So I was able to make a financially confident decision without any pressure from Matthew. Most importantly for me, since I have conducted business with Matthew, on several occasions I wanted to speak with him, he is always able to make himself available same day including early morning and late night hours. My overall financial situation and security has greatly increased since meeting with such an amazing person. Thank you Matthew Ford. – Christopher Merjo
REVIEW #5 – Sergio helped me see the value in life insurance and critical illness coverage, he explained the ins and outs of the products in an easy-to-understand way. I actually understand why I have this product and why it’s important, that’s not something I could see before I spoke with Sergio. He did a great job on the insurance side of things and he seems to be EVEN more knowledgeable when it comes to my mutual funds and other investments. I highly recommend this lad for any endeavors related to finance!! – Ralph Tugade
REVIEW #6 – Sergio’s client-first approach is driven by care and understanding. Although not therapy, he dedicates time to truly comprehend your situation. This dedication ensures a lasting relationship, empowering Sergio to work his magic and help you achieve your financial aspirations. Rest assured, you will receive significant value throughout the process, and in the personalized offerings, he will help you choose. – Michel Salvador
Flatiron Wealth Management Inc.
ADDRESS: 49 Wellington St E #400, Toronto, ON M5E 1C9, Canada
NUMBER: +1 416-363-8880
SERVICES: Financial planning, Retirement savings consulting, Estate Planning, Financial Planning, Management Services, Retirement Income Plan, Retirement Planning, 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 – Andrew and his team are amazing to work with! From the very beginning they have been very helpful in assisting me with navigating my portfolio every step of the way. I am incredibly grateful for their insight, knowledge, and expertise. I would recommend anyone seeking financial planning support to connect with them as they come highly recommended! – Melissa Laviolette
REVIEW #2 – We have been working with Andrew Sheppard and his team at Flat Iron Wealth Management for over eight years. The impact they’ve had on my family and me is immeasurable. Prior to partnering with Andrew, we were financially responsible but often felt insecure and anxious about our future. Thanks to the thoughtful advice and strategic moves recommended by Andrew and his team, we now feel confident about our financial future. This peace of mind has allowed us to focus on what truly matters—enjoying life and spending quality time together. We are deeply grateful to Andrew and his team and would highly recommend them to anyone looking to take control of their financial future. – Trevor Morgan
REVIEW #3 – I’ve worked with Andrew and team for over 10 years. Best choice I’ve ever made! My family and I are set up with a solid financial plan thanks to this group’s knowledge and dedication. And best of all, they care! They really do have our best interests at heart! The plans and products they recommend are the very same they utilize for their own families. You can 100% expect quality and reliable services from a great group of people. I always look forward to our annual meetings! – Melanie Peters
REVIEW #4 – We can’t say enough good things about Andrew, Jeff, and the Flatiron team! They’ve been an absolute pleasure to work with. From day one, they took the time to really get to know us and understand our financial needs. Whenever we’ve had questions or needed advice, they’ve been there for us without hesitation, providing prompt and insightful responses. They’ve even built rapport with our daughters, ensuring they feel comfortable reaching out for any financial queries. We’re incredibly grateful for their dedication and expertise. Andrew, Jeff, and the Flatiron team are simply the best! – William Lingle
REVIEW #5 – Why would anyone use a Robo Advisor when Flatiron Wealth is there for you?
Andrew and the Flatiron team are an amazing group of people. Having been with Andrew for many years, I feel that they truly care about my well being, both financially and personally.
They are available any time to speak with you with any questions, concerns, advise, and provide an annual review that is comprehensive.
I highly recommend Flatiron Wealth to anyone who wants amazing results in their portfolio with people who take the time to get to know them. Thank you team/friends. – Dale Barrett
REVIEW #6 – Over the years, Andrew and his team have been more than just financial advisors—they’ve been genuine partners through every major chapter of my life. From changing jobs, welcoming a baby, and even moving homes, they consistently showed care, clarity, and guidance that aligned with my values and long-term goals.
As one of Andrew’s earlier clients, I’ve seen firsthand how his advice pays off. Decisions I made with his support—like investing in critical illness coverage—ended up being worth every penny and provided security at times when it mattered most. His recommendations are never rushed or transactional; they’re thoughtful, grounded, and focused on building a future that reflects the life I want for my family.
Andrew and his team are caring, knowledgeable, and genuinely invested in their clients’ success and life goals. I’m incredibly grateful for the stability, confidence, and direction Flatiron Wealth Management helped create for us. – Kat Barreca
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