Active Wealth Management for $500K+ Investors in Ontario
Get matched with a vetted portfolio manager focused on growing, protecting, and optimizing your investments.
This service is designed for households with $500,000+ in investable assets seeking ongoing portfolio management.
Connect instantly with a fiduciary advisor vetted for integrity, credentials, and results.
No obligation. No pushy sales calls. Simply expert and fiduciary advice.
Portfolio Managers in our network are fully vetted, credentialed (CFP®, CIM®), and act in your best interest.
Your information is secure, confidential, and only shared with the advisor we connect you with.
Investment Advisors in our network implement discretionary portfolio management with tax-efficient investment strategies.
Retirement & Estate planning is included in our comprehensive wealth management services.
Ongoing advisor relationship (not one-time advice).
This service is not designed for one-time financial plans or advice-only engagements.
Lead Moxy, LLC (FeeOnlyFinancial.ca) does not provide and does not intend to provide investment or legal advice through this website. Information contained on this website is for informational and educational purposes only. Third party links and resources are provided for your convenience, and have not been independently verified by Lead Moxy, LLC. Lead Moxy, LLC is not responsible for the accuracy or viability of the information or services offered through third-parties. Inclusion of links to third-party content is not an endorsement by Lead Moxy LLC of such content or services. Use your discretion.
Lead Moxy, LLC (FeeOnlyFinancial.ca) earns an annual or monthly fee from financial advisors and financial firms in exchange for marketing services, including the advisor profile, that are subject to terms of use. This creates a material conflict of interest and a financial incentive to only include advisors in the directory from whom FeeOnlyFinancial has received compensation. FeeOnlyFinancial is not a client of these advisors or firms.