Can you recommend a financial planner in the Toronto area?
October 28, 2016 10:08 AM   Subscribe

My partner has come into some money. Can you recommend a financial planner?

My partner has benefited from a significant financial windfall (mid six figures), and is looking for a financial planner to help make the most of it. Partner is savvy enough to manage the basics, so the right planner must offer something beyond purchasing ETFs and re-balancing every once in a while – estate and tax planning, preparing for retirement, and other things of that nature.

Is there anyone you can recommend? Especially interested if you have worked with them personally.
posted by anonymous to Work & Money (3 answers total) 1 user marked this as a favorite
I can recommendone. Mine. Memail me.
posted by Mr. Justice at 10:46 AM on October 28, 2016

Me too. Memail me if you want.
posted by yawper at 11:25 AM on October 28, 2016

Same! Me mail me.
posted by lizifer at 3:18 PM on October 28, 2016

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