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BEST RATED RICHMOND HILL, ON FINANCIAL SERVICES FR

3 Best Financial Services in Richmond Hill, ON

Expert-recommended Top 3 Financial Services in Richmond Hill, ON. All of our Financial Advisors actually undergo a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and price - all to ensure overall excellence. You deserve only the best!

Richmond Hill financial service De Thomas Wealth Management
Richmond Hill financial service De Thomas Wealth Management
Richmond Hill financial service De Thomas Wealth Management
Richmond Hill financial service De Thomas Wealth Management video
5+ YEARS IN TBR
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DE THOMAS WEALTH MANAGEMENT

(4.9 Score)
9033 Leslie Street, Unit 1,
Richmond Hill, ON L4B 4K3 Directions

Since 1987

Specialty:

✓ Wealth Management ✓ Financial and Insurance Planning ✓ Tax and Estate Planning ✓ Custom Investment Portfolios ✓ Investment and Retirement Planning ✓ Education Planning ✓ Life and Health Insurance ✓ Investment Management ✓ Tax Management

“De Thomas Wealth Management has been in business for over 37 years and manages over $2.65 billion in assets. They give their advisors the tools to offer investors the highest quality guidance and advice. That means everything they do revolves around fostering independence and helping their advisors deliver the best financial products, services, and counsel to their clients. Whether you are investing for retirement, looking to grow your net worth, or saving for your child's education, they believe your best chance of success is working with an independent financial advisor at De Thomas Wealth Management. By working with them, you will gain peace of mind, knowing that the advice and recommendations they provide are tailored specifically to your needs and always in your best interest. The advice from their independent advisors is not restricted by any corporate mandate limiting what investment products or services can be offered to their clients. They serve 9 offices across Canada.

2025 Update: They provide holistic wealth management services and work with clients to build a solid foundation to help achieve their financial goals.”

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License #718529

Contact:

(905) 731-9800 (833) 731-9800

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Richmond Hill financial service Flip My Life Inc.
Richmond Hill financial service Flip My Life Inc.
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FLIP MY LIFE INC.

(4.8 Score)
95 Mural Street, 600,
Richmond Hill, ON L4B 3G2 Directions

Since 2019

Specialty:

✓ Wealth in Retirement ✓ Wealth Management and Protection ✓ Wealth Tax Strategies ✓ Wealth Preservation ✓ Tax Minimization ✓ Estate Planning ✓ Retirement Planning ✓ Life Insurance

“2025 Update: Flip My Life Inc. provides customized financial strategies to help you unlock your wealth, protect what matters most, and build a legacy of lasting financial growth. They help business owners and families create wealth through a holistic approach, which includes investing, taxes, estate planning, retirement, insurance, and cash flow planning. They also assist clients in navigating through the financial difficulties of a divorce/separation and successfully transition into their new life. Sarah Balram is the Founder & CEO of Flip My Life Inc. She is a Certified Financial Planner (CFP), Chartered Financial Divorce Specialist (CFDS), Certified Divorce Financial Analyst (CDFA), and Certified Health Specialist (CHS). She enables her clients to feel confident and secure through every life transition by simplifying complex concepts into actionable strategies. The firm has a 98% client satisfaction rate. They offer a free consultation.”

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Contact:

(905) 770-7350

Mon-Fri: 9am - 6pm
Sat: 9am - 1pm
Sun: Appointment Only

TBR® Inspection Report:

Richmond Hill financial service Elite Private Wealth
Richmond Hill financial service Elite Private Wealth
Richmond Hill financial service Elite Private Wealth
9+ YEARS IN TBR
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ELITE PRIVATE WEALTH

(4.7 Score)
45B West Wilmot Street, #212,
Richmond Hill, ON L4B 2P3 Directions

Since 2012

Specialty:

✓ Financial ✓ Retirement ✓ Income ✓ Estate Planning ✓ Investment ✓ Education Savings Plan (RESP) ✓ Business ✓ Registered Retirement Savings ✓ RRSF ✓ RRIF ✓ Pension and Financial Planning ✓ Risk/ Asset and Debt Management ✓ Life/ Critical Illness and Disability Insurance ✓ Group Plans ✓ Tax Planning ✓ Insurance Protection

“Elite Private Wealth provides insightful and results-driven financial management plans to Canadians looking to grow their wealth. The firm is committed to providing strong financial management to its valued clients. Rishi Sholanki is a Certified Financial Planner. The team combines a mix of investment and insurance strategies, and they provide a complete and sophisticated financial portfolio for their clients. They offer fee-based asset management; you can benefit from enhanced transparency and lower investment fees by negotiating the fees you pay for advice. Elite Private Wealth offers a free financial checkup.

2025 Update: The dedicated team provides in-house strategies, ensuring that all strategies are working towards a common goal, while at the same time minimizing the need to work with many institutions and advisors.”

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License #2468465

Contact:

(905) 707-5620

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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DE THOMAS WEALTH MANAGEMENT REVIEWS

I've been a client of Tony's (and now Jason's) for over 10 years and I could not be happier with the level of service, care, and attention. De Thomas Wealth truly cares about its clients and always explains things in simple terms so I know what I am investing in and what I can expect. I also never feel pressured and feel secure knowing the advice I'm getting is independent. I am extremely happy with the company and am so happy I made the decision to transfer my investments to the firm!.

Tony de Thomasis has always responded promptly to my inquiries and advised me in detail what adjustments he recommends. The adjustments to my investments have always been handled quickly and accurately and I have full confidence in the advice and service he provides me and my family. We have been clients for over 30 years.

As a new client to this firm, I am just so happy with the level of service provided to me. My advisor and his assistant are great - They explained the process in detail each step of the way and thoroughly answered all my questions with ease. I look forward to our working relationship and it’s continued growth.

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FLIP MY LIFE INC. REVIEWS

I’ve been really impressed with the financial guidance I’ve received from Sarah. She has consistently provided clear, thoughtful, and practical advice that’s helped me make better financial decisions. What stands out to me the most is how Sarah truly listen to my goals and concerns, and create strategies that are in line with my unique situation. I also appreciate the transparency and honesty in all our interactions. I feel much more confident in my financial future, thanks to her and would highly recommend Sarah to anyone looking for solid financial advice.

Sarah was awesome in helping me with my insurance. She took the time to break down the different providers and options, which made it super easy to pick the best plan. The whole process was smooth, thanks to her expertise. I highly recommend Sarah!.

Sarah is very knowledgeable in the field, I am glad to have her as my financial advisor, she always made sure to suggest products that works best for me. I recommend her for anyone who is looking for a financial advisor.

ELITE PRIVATE WEALTH REVIEWS

My associate and I met with Rishi to help our clients with financial planning and tax advice, and from the start, we found him to be professional, honest, trustworthy and very knowledgeable regarding his industry and always was able to provide a solution. We will definitely enjoy working with him in the future as we continue to refer clients to him and his organization. You're in good hands with EPW.

Rishi was extremely friendly and helpful when helping me do my taxes. This was the first time I had done them on my own, and was grateful to have someone knowledgeable and trustworthy helping me with the process. I would be happy to recommend him to any of my friends or family!.

Rishi is simply AMAZING! The best accountant I've ever been to. He definitely cares for his clients and makes sure you get the most you can. My tax refund exceeded my expectations! I definitely recommend his services.

TBR® Inspection Score Report

DE THOMAS WEALTH MANAGEMENT Total Inspection Points: 117/120
Business Hours: 9
Business Images: 9
Complete Info: 9
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Reviews Accuracy: 10
Videos: 10
Website Standard: 10

TBR® Inspection Score Report

FLIP MY LIFE INC. Total Inspection Points: 114/120
Complete Info: 8
Experience: 8
Business Hours: 9
Business Images: 9
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Reviews Accuracy: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

ELITE PRIVATE WEALTH Total Inspection Points: 113/120
Complete Info: 8
Experience: 8
Business Hours: 9
Business Images: 9
Review Analysis: 9
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy: 10
Website Source: 10
Website Standard: 10

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