Lumi Financial Inc. (LFI) is an asset-based lending company specializing in bridging the gap between our clients and private lending/equity opportunities. Through our extensive network of private lenders and our consulting expertise, we empower our clients to make informed private lending and financial decisions.


73 Water St. N Suite 300

Maple Rich is a family-operated financial practice founded by Kevin Dineen, who has spent over 20 years working with families, professionals, and business owners. Specializing in wealth management and preparing clients for retirement, the Maple Rich team helps individuals achieve financial well-being and peace of mind. With a focus on comprehensive financial planning, they build lifelong relationships, ensuring clients are ready for whatever life brings. Backed by the experience and guidance of a dedicated team, they deliver personalized financial strategies and solutions tailored to meet ...


We are a full service financial planning firm that for over 25 years has provided personalized solutions to assist professionals, small business owners and their families achieve their financial goals. 


33 George St. N.

Full service financial planning company.


Onbelay is a unique partnership bringing together investment capital and a team with diversified expertise in technology, corporate finance, growth managment and business development.


150 Water Street South

GFP provides every client with a detailed, customized financial plan. From there, we assist the client with the implementation of these concepts through a variety of investment and insurance product options with regular reviews to monitor the performance.


122 Charing Cross Street

The Steele Group Financial & Workplace Services Inc. is a boutique financial services firm, helping individuals, employees and human resource managers make informed and educated decisions about the financial products options available to them. Our philosophy and practice is “Do What’s Right for each client.” The Steele Group is large enough to provide the needed resources, experience, and knowledge; but small enough to be responsive, nimble and to truly customize the delivery of financial planning services to individual and group benefits services to corporations.


Actuarial-led advisors design sophisticated insurance structures for high-net-worth corporate owners, integrating tax law and accounting rigor to build wealth, flexibility, and legacy.


155 Equestrian Way