Searching for a financial planner in Toronto, Ontario, Canada

Post date: 2023-06-10 01:56:46

Looking for a financial planner in Ontario, preferably in Toronto. Maybe anywhere in Canada? Any recommendations?

My wife and I are both in our early 40's and my wife has just started a Professional Corporation for a small law practice. The focus would be on how to run that Corporation with an emphasis on salary and tax planning, but we'd also be interested in some broad future planning for both of us for retirement and things of that nature. Our strong preference is a fee-only planner. Any tips would be appreciated.

(Note: I saw this old thread but it wasn't all that helpful, didn't address the Professional Corporation aspect, and could use updating).

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