Discover the Biggest Financial Consulting Firm in Toronto

The 7 Biggest Financial Consulting Firm near Toronto

Nest Wealth

• Address: 214 King St W Suite 510, Toronto, ON M5H 3S6, Canada
• Map: Click here
• Rating: 4.2 (53)
• Phone: +1 647-725-2559
• Website: Link
• Opening hours:
  
  Monday: Open 24 hours

  Tuesday: Open 24 hours

  Wednesday: Open 24 hours

  Thursday: Open 24 hours

  Friday: Open 24 hours

  Saturday: Open 24 hours

  Sunday: Open 24 hours
• Reviews:
  
  Brian Mackay✭

  a week ago

  Frustrating experience over the past few years.

  Support is non existent – I’ve quite literally waited weeks to get a response to my questions.

  The platform is broken, any simple request (even if you do hear back) or anything they touch breaks the customer portal.

  There is no app, no customer support, and account information is poorly laid out.

  With the various other well polished and incentivized robos to choose from.. do yourself a favour and shop around before committing.

  Ian Bromley✭

  a year ago

  Wish Google allowed for zero stars.

  Terrible experience. I am clearing everything out here. As many have said here already the customer service is TERRIBLE and it consistently takes days to get a response. Then the response you get is from a new person and by the time you answer their questions (by email – no phone number) you wait days and a different person gets in touch.

  As others have said they cause many hurdles if you want to move your money out. I have accounts with Questrade and Nestwealth. In early August 2022 I began a request process to move $150000 from Nestwealth to Questrade (where I intended to go largely to cash in anticipation of the markets in September). I submitted four transfer requests between mid-August to mid-September and all four were “rejected due to insufficient funds”. There was over $350000 in the account.

  I spent hours on this sending emails back and forth to Nestwealth and making calls to Questrade (which actually has a phone number) asking why. After the fourth rejection, after I got an actual person with a name, he said that National Bank (Nestwealth custodian) had asked Questrade for the funds several times and were always rejected(!!!) But the request was to withdraw money from Nestwealth and move it to Questrade (not the other way around).

  On Monday this week the rep at NW said he would personally call National Bank to straighten this out. Now is the end of week – markets closed on Friday afternoon. In the past five weeks I have lost thousands of dollars due to this incompetence. Since the first rejection on August 19, until today (September 23) I still don’t have the money.

  And the money in the NW account in the meantime is down 8-9% over those five weeks. So on my $150000 request I am out about $13000. I am retired and I count on this money. I am also on blood pressure medication and 5 weeks of begging on emails, and after four separate rejected transfers out, my doctor will probably need to increase my dosage.

  If you have had any similar situations with Nestwealth, please get in touch and maybe we can put together a class action suit.

  And if you have not yet experienced Nestwealth PLEASE – whatever you do – protect your money and stay away from Nestwealth!

  ali sehizadeh✭

  2 years ago

  If I had the option to rate zero I would definitely do that.

  Having my RRSP account with Nest Wealth at Work was a terrible experience. My RRSP investment fund did not sit in my account due to issues at Nest Wealth. I almost lost my RRSP deadline for 2020. Nest Wealth has the worst customer service I’ve ever seen. They don’t have a number to call and don’t respond to any emails. Terrible customer service! You can not even schedule a call with them. Try to contact them and you would see what I mean. After 5 months of trying to communicate with them no one responded to my email. How can I have access to my investment if you claim to be a virtual organization but you don’t answer to calls or emails? I don’t have any option to transfer funds from my online account to any other organization. How can I access my investment then? THIS IS REALLY FRUSTRATING and after 5 months it is still not resolved. Terrible experience !!!!!

  Ellen Lundy✭

  2 years ago

  I have been using Nest Wealth for 4 years. Up until recently, I have been very pleased with their service and repsonse time . In the last month, it is impossible to get anyone to respond. Requests are replied with only auto-responses that there may be delays to do high customer request. Phone appointment system is not working. Clearly they are understaffed to meet custmomer needs. I will move my accounts from from NestWealth. Not even the CEO Randy Cass replies

  J Bayer✭

  2 years ago

  Perhaps we are just the unlucky ones. Computer glitches, custodian errors, poor communication about the transfer from our former investment group. It seems if they touch anything we have asked the to touch, something has gone wrong. As an investment tool, I am sure it will be fine. Easy to use and intuitive. Just don’t ask them to do anything. Addendum: After 2 years, we’ve reached rock bottom. Although they have just hired a new Customer Success Manager, we will not be along to see how he does. We went through 2 weeks of no contact, no emails, no answers. Could not get anyone to respond. Once the new mgr came on board, we had our questions answered then have decided to leave. I will never forget the feeling of desperation when we couldn’t contact anyone to access OUR money!

Creaghan McConnell Group

• Address: 70 Richmond St E Suite 400, Toronto, ON M5C 1N8, Canada
• Map: Click here
• Rating: 3 (2)
• Phone: +1 416-367-5291
• Website: Link
• Opening hours:
  
  Monday: 8:00 AM – 4:00 PM

  Tuesday: 8:00 AM – 4:00 PM

  Wednesday: 8:00 AM – 4:00 PM

  Thursday: 8:00 AM – 4:00 PM

  Friday: 8:00 AM – 4:00 PM

  Saturday: Closed

  Sunday: Closed
• Reviews:
  
  Otis Wong✭✭✭✭✭

  a year ago

  Ontario Small Business Community✭

  2 years ago

FTI Consulting

• Address: Toronto-Dominion Centre, TD South Tower, 79 Wellington St W Suite 2010, Toronto, ON M5K 1G8, Canada
• Map: Click here
• Rating: 1 (1)

Global Risk Institute in Financial Services

• Address: 55 University Ave, Toronto, ON M5J 2H7, Canada
• Map: Click here
• Rating: 1 (1)

Lorne Steinberg Wealth Management

• Address: 34 King St E Suite 701, Toronto, ON M5C 2X8, Canada
• Map: Click here
• Rating: 5 (1)

Satov Consultants Inc.

• Address: 170 University Ave #1201, Toronto, ON M5H 3B3, Canada
• Map: Click here
• Rating: 5 (1)

Teneo

• Address: 95 Wellington St W Suite 1430, Toronto, ON M5J 2N7, Canada
• Map: Click here
• Rating: 5 (1)

Discover top consulting firms in various cities, like those mentioned in Lloydminster, Moose Jaw and Prince Albert, to understand the dynamic business scene across Canada. These companies play a crucial role in shaping the vibrant business environment, positioning Toronto, Ontario, Canada as a center for strategic insights and cutting-edge solutions.

Top Financial Consulting Firm Alternatives in Toronto

1. PricewaterhouseCoopers (PwC): PwC is one of the largest financial consulting firms globally and has a strong presence in Toronto. They offer a wide range of services including financial advisory, risk assurance, tax consulting, and strategy consulting. PwC is known for its industry expertise, innovation, and commitment to providing quality services to its clients. They have a team of experienced professionals who help businesses navigate through complex financial challenges and develop effective strategies for growth.

• PwC has a global network of professionals who can provide insights and guidance on international business operations and cross-border transactions.
• They have a strong focus on technology and innovation, offering services like cybersecurity consulting, data analytics, and digital transformation.
• PwC’s industry-specific knowledge helps them tailor their solutions to the unique needs and challenges of each client.

2. Deloitte: Deloitte is another prominent financial consulting firm with a significant presence in Toronto. They offer a comprehensive range of services including audit, tax, consulting, and financial advisory. Deloitte focuses on delivering innovative and practical solutions to their clients, helping them manage risk, improve performance, and achieve their strategic goals.

• Deloitte has a strong presence in various industries such as technology, healthcare, financial services, and consumer products.
• They have a global network of professionals who collaborate to provide integrated solutions on a global scale.
• Deloitte offers specialized services like mergers and acquisitions consulting, supply chain management, and sustainability consulting.

3. KPMG: KPMG is a well-known financial consulting firm that provides a wide range of services including audit, tax, and advisory. They have a strong presence in Toronto and are known for their expertise in areas like forensic accounting, risk management, and regulatory compliance.

• KPMG has a global network of professionals who can provide insights and support on international tax, transfer pricing, and cross-border transactions.
• They offer specialized advisory services like IT consulting, cybersecurity, and digital transformation.
• KPMG’s industry-focused approach helps them deliver tailored solutions to businesses in sectors such as technology, healthcare, and banking.

Overall, these three financial consulting firms – PwC, Deloitte, and KPMG – are popular choices in Toronto due to their reputation, global reach, and comprehensive range of services. Depending on specific business needs and industry requirements, businesses in Toronto can benefit from the expertise and guidance provided by these firms.

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