Searching for a financial planner in Toronto, Ontario, Canada

Post date: 2023-06-10 01:56:46
Views: 387
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).
Please click Here to read the full story.
 
Other Top and Latest Questions:
Ken Griffin says Citadel unwound more than 80% of risk tied to Situational Awareness portfolio
Yields had a big week. Why these moves may be reminiscent of 1987
Kalshi traders think the bitcoin rally could end the year near current levels
An overlooked AI winner names a new CFO — plus, Nvidia's key earnings loom
Movie: American Doctor
Book: The Lives Of The Muses: Nine Women & the Artists They Inspired
Book: Red Dragon
Special Event: The Riffs of Isle of Rangoon: Technology
Ted Lasso: Richmond's Got Talent
U.S., Canada fail to reach a tariff deal, deepen trade war