Creative Financial Solutions

Best Financial Advisor Toronto – Giving Futures to Your Investment

Financial advisor Toronto focuses on your tomorrow. Giving your savings the opportunity to grow. Professional services and friendly support of an experienced in-depth fee-only financial planner in Toronto. 

Book An Appointment
Call Us

Our Best Financial Advisor Services in Toronto

Financial Planners Toronto - Comprehensive Personal Financial Planning

Miklos favours a holistic approach to most things, including financial planning. His comprehensive financial strategies are extensive, inventive, and well-thought-through.

Financial Planner Toronto - Detailed Retirement Planning

This service is for people who are strictly interested in their retirement planning. We will help you formulate your retirement goals and devise a comprehensive plan of what you need to do to reach it.

Estate Planning Issues & Solutions

Inheritors may face serious financial consequences if a tax is triggered by a death in the family. Miklos can provide an estate planning solution that has been thoroughly researched and reviewed regularly.

Personal/Business Financial Analysis

Financial advisor in Toronto services will provide you with a comprehensive financial analysis and solutions for the most complicated financial needs you may have.

Know Who We Are

Finance is both an art and a science. You must completely comprehend the individual and family’s goals and ambitions and what is essential to them. Surprisingly, after gathering all of the information, people frequently want guidance in determining their objectives and aspirations.

Many of us are so preoccupied with our daily lives that we forget to consider what we want to achieve financially within the limits of our practical potential. You may realize that your retirement should begin later at 50, 55, 60, or 65, or you may decide that you don’t want to retire completely and instead work as a freelancer, or you may wish to pursue interests that you did not have the time to explore in the past. Others may wish to consider living in other regions or traveling extensively. Simple but effective approach consistis of the following:

  • Get a clear understanding of your financial situations
  • Recognize your lifestyle preferences
  • Get a grip on your short, medium and long term goals
  • Understand your views on your estate planning
  • Assess your risk tolerance

These are all effective and well working elements of “good” financial plans.

Similarly, important is a full on-going annual review of the above elements. My approach is unbiased and free of commission consideration.

Call Now

Key Features of Financial Advisor Toronto

Set and Reach Your Goals

People can engage with a fee-only financial planner in Toronto to define and set objectives for themselves. Goals provide people with direction and purpose in their life. When folks have clear objectives in their minds, they have something to focus on.

Motivation and Commitment

People are less motivated when they do not have clear goals. A financial plan lowers financial uncertainty by offering clarity and identifying what you are expected to achieve. You are more inclined to strive for a goal that you are familiar with and comprehend.

Set – Performance Standards

Planning establishes targeted objectives as well as milestones to track progress. These serve as a benchmark for determining when things progress or need to be corrected.

Decision – Making

When efforts are coordinated and targeted toward specified goals, they are far more successful. Fin-Plan has identified and helped tackle the problem that many millennials don't know where to begin with their money.

Less Stress

Having a comprehensive financial plan has emotional and mental health advantages. People who have a plan are less anxious and more hopeful about their future than those who do not have a financial plan.

Improve Financial Outcomes

Financial planner Toronto leads to better financial outcomes over time. Those who make plans are more likely to be financially prepared for crises and retirement.

About Miklos

Miklos is one of the best financial advisor in Toronto with 28 years of financial advisory experience distilled, like a fine wine, my approach to financial planning.

Financial Planner Toronto Miklos works with different insurance and investment professionals who can implement the financial plan he devices for his clients.

Fin-Plan clients are under no obligation to deal with all or any financial experts with whom Miklos has a relationship. However, it may be preferable if your Fee-Only financial planner and investment and insurance advisors have a cooperative relationship.

Book An Appointment

Latest News

Fin-Plan has the Solutions for Professionals

Fin-Plan is one of largest fee only financial planner in Toronto. We have been in business for over 28 years and have earned a reputation for being a trusted advisor to all our customers form business to business and coast to coast.

Book An Appointment

Request a Call Back?

Be wiser, be happier. Giving your goals accomplished

Make an Appointment

for any inquiry

    Required info

    Optional info

    Frequently Ask Questions

    Best Financial Advisors in Toronto - How often should I hear from my financial advisor?

    You should consult with your advisor at least once a year to review fundamentals such as your budget, taxes, and investment performance. This is the time to assess if you believe you are on the correct road and whether you might be doing better to grow your net worth in the future year.

    How are financial advisors get compensated?

    The answer is that other than fee-only financial advisor are paid commissions depending on the items they offer or get compensated by the size of the assets they advise on. In addition they are frequently encouraged to market some products over others.

    Financial planners Toronto - What return should I expect from a financial advisor?

    According to industry research, expert financial advisor Toronto may contribute between 1.5 and 4 percent annually to portfolio returns over time, depending on the period and how returns are computed. A one-on-one connection with an advisor is about more than simply money management.

    Financial advisors near me - Can a financial advisor make you rich?

    Depending your definition of what “rich” means, working with a competent financial advisor may make you rich over time. Even more importantly, a competent financial advisor should be able to guide you to achieve your long term financial goals.

    Best financial planner Toronto - How does a financial advisor get paid?

    Financial advisors are compensated either on a commission basis or as a percentage of the assets they advise on. Fee-onlly financial planners charge by the time they spend on devising a custom made financial plan for you.

    Retirement planning Toronto - Are financial advisors free?

    You are unlikely to find a free financial planner in Toronto. Financial advisors can be fee-only (paid an agreed-upon amount independent of any returns on assets they propose), fee-based (charge a fee but take commissions on investments), or commission-only.
    Facebook Twitter Linkedin
    Have a Question or Want to Book an Appointment?

    We’d love to meet you and craft you the perfect solution

    Services

    Contact

    • Unit 1 – 27 Armthorpe Rd
      Brampton, ON L6T 5M4