For investment firms and asset managers selling into the wealth channel, Toronto is not a secondary market. It is a primary target. The metro is home to more than 4,100+ financial advisors across every major broker-dealer, private bank, and wirehouse in the market, according to Dakota Marketplace – similar to what we’ve seen in markets like New York City and Boston.
Dakota tracks financial advisors across Toronto and every major metro in the country, with 4,100+ verified contacts across broker-dealers, banks, and select RIA hybrids. The advisors featured below were selected using the same data framework that powers the Dakota 500, Dakota's annual independent recognition of leading financial advisors across the United States.
In this article we’ll review ten of the most significant advisor teams in the Toronto area.
Top 10 Financial Advisors in Toronto
Bill Vastis – RBC Team
Bill Vastis is Senior Portfolio Manager and Wealth Advisor at The Vastis Advisory Group, an RBC Dominion Securities team based in Toronto, ON, managing approximately $3.5 billion USD ($4.83 billion CAD) in assets. A University of Guelph graduate, Vastis leads a whole-portfolio management approach focused on holistic financial planning and custom portfolios for families across the Toronto market.
Bryan Baker – CIBC Team
Bryan Baker is Senior Wealth Advisor and Portfolio Manager at Baker Financial Group, a CIBC Wood Gundy team based in Toronto, ON, managing approximately $876 million USD ($1.2 billion CAD) in assets. With over 35 years of industry experience and an Ivey Business School graduate, Baker specializes in financial planning for affluent individuals, institutions, and charitable foundations, with portfolios built through the firm's proprietary Core Strategies platform.
Matthew Horan – Scotia Team
Matthew Horan is Founder and Senior Wealth Advisor at The Horan Team, a Scotia Wealth Management team based in Toronto, ON, managing approximately $1.17 billion USD ($1.6 billion CAD) in assets. With over 25 years of experience, Horan employs a value-oriented, income-generating active investment approach for business owners, corporate executives, retirees, foundations, and other affluent clients.
Sean McMahon – CIBC Team
Sean McMahon is a Financial Associate at Will Drope, a CIBC Wood Gundy team based in Toronto, ON, managing approximately $365 million USD ($500 million CAD) in assets. McMahon supports the team's advisory practice within the Toronto metro area through CIBC's wealth management platform.
Jennifer French – RBC Team
Jennifer French is Associate Wealth Advisor and Financial Planner at Morin Wealth Partners, an RBC Dominion Securities team based in Toronto, ON, managing approximately $730 million USD ($1 billion CAD) in assets. A Humber College graduate, French provides comprehensive financial advisory services across asset classes to clients in the Toronto metro area.
Want to see every financial advisor in Toronto? Dakota Marketplace gives you instant access to 4,100+ Toronto area advisors with verified contact details, AUM data, and investment preference indicators.
Jonathan Baker – CIBC Team
Jonathan Baker is Senior Portfolio Manager and Senior Wealth Advisor at Baker Financial Group, a CIBC Wood Gundy team based in Toronto, ON, managing approximately $876 million USD ($1.2 billion CAD) in assets. A Bond University postgraduate, Baker supports the firm's proprietary Core Strategies platform, delivering customized portfolio management and financial planning to clients across the Toronto market.
Kenneth Tam – TD Team
Kenneth Tam is Associate Investment Advisor at LSBB Family Office, a TD Wealth team based in Markham, ON within the Toronto metro area, managing approximately $1.83 billion USD ($2.5 billion CAD) in assets. Established in 1993, LSBB offers Investment and Wealth Planning, Portfolio Management, and Estate Planning Strategies, supported by a team with over 100 years of combined wealth management experience.
Rob Kellan – Scotia Team
Rob Kelland is Founder and Senior Wealth Advisor at Kelland Group, a Scotia Wealth Management team based in London, ON, managing approximately $949 million USD ($1.3 billion CAD) in assets on a discretionary basis. A Wilfrid Laurier University graduate with the CIM® designation and Fellow of the Canadian Securities Institute credential, Kelland has been with ScotiaMcLeod since 1984 and has been featured in national industry publications including the Globe & Mail Report on Business.
Wilf Dinnick – Raymond James Team
Wilf Dinnick is a Financial Advisor at Wilf Dinnick, a Raymond James team based in Toronto, ON, managing approximately $365 million USD ($500 million CAD) in assets. Dinnick serves clients across the Toronto metro area through Raymond James' wealth management platform.
Allan McGlade – Scotia Team
Allan McGlade is Senior Wealth Advisor at The McGlade McGoey Group, a Scotia Wealth Management team based in Toronto, ON, managing approximately $578 million USD ($792 million CAD) in assets. With 36 years of industry experience and CLU, CFP, and CIM designations, McGlade specializes in discretionary portfolio management, tax-efficient investment strategies, retirement and estate planning, and estate conservation.
Start Calling on the Right Advisors with Dakota Marketplace
Financial advisors are the largest, and most overlooked, allocator channel in the market. Dakota gives fundraisers and investment sales teams a structured, metro-specific view into this massive audience so you can stop guessing and start booking meetings.
Here’s what you get:
- Organized by Metro Area: Every advisor and financial advisor team in your metro, grouped by location for instant targeting.
- Verified Contact Info: Accurate emails, phone numbers, and office details across broker-dealers, banks, and select RIA hybrids. No bouncing emails or outdated records.
- Investment Preferences and Indicators: Filter by asset class interest, AUM, channel, and advisor attributes to prioritize the right targets before you pick up the phone.
- Form ADV Data: Available for hybrid advisors where applicable, giving you added context on the teams you're approaching.
- LinkedIn Profiles: Fast context on individual advisors for warm, informed outreach.
- Home Office Coverage: Up-to-date research and verified contacts identifying key centers of influence and decision-makers driving platform and product approvals.
- Dakota Recommends: Curated, location-specific recommendations for coffee shops, restaurants, event spaces, and hotels when traveling to meet advisors in Toronto and beyond.
Dakota Marketplace is updated daily in real-time and purpose-built for sellers. If you're ready to go beyond a top 10 and see the full advisor picture in Toronto and across the country, book a demo here!
