What should buyers watch for?

Market volatility. Regulatory changes. Economic downturns

Where is the opportunity?

Growing demand for unbiased financial advice. Expansion into new markets. Partnerships with local businesses

New School of Finance

Name: New School of Finance
Address: Toronto, ON, CA
Telephone: +16477005510

Toronto, ON

Phone: +16477005510Format verified (CA)

Website: newschooloffinance.com

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Trust signals

✓ Online since 2012
Format verified (CA)

Mostly positive reviews

Fee-only financial planning firm in Toronto specializing in unbiased financial advice.

New School of Finance is a Toronto-based financial planning firm dedicated to providing fee-only financial advice to Canadians. With a focus on retirement planning, investment consulting, and tax preparation, they cater to individuals and couples with complex financial needs. Their unique approach eliminates commissions and jargon, ensuring clients receive clear and actionable financial guidance. The firm prides itself on being 100% unbiased, offering services that include cash management and optimizing government benefits for a diverse clientele.

Business stage

mature

Local competition

medium

Profile confidence

90%

Services & offerings

Retirement Planning, Financial Planning, Investment Consulting, Tax Preparation

Retirement Planning Financial Planning Investment Consulting Tax Preparation

Who they serve

The firm primarily serves individuals and couples with complex financial needs, including entrepreneurs and high-income professionals.

Ideal customer

Industry: Finance
Company size: Small to medium enterprises
Decision-maker role: Business owners and individuals
Geography: Canada

B2B vs B2C focus

B2B 20%B2C 80%

$$Mid-range

Demand pattern

steady demand year-round

Peak months

JFMAMJJASOND

Financial planning needs are consistent throughout the year.

What sets them apart

Fee-only model
No commissions
Focus on education and empowerment

Year founded

2012

Team size

1-10

NAICS

541211

Mostly positive reviews

The reviews highlight a strong emphasis on unbiased, comprehensive financial planning services that cater to a diverse clientele.

Technology

SquarespaceGoogle AnalyticsUses Google Workspace

Keywords

financial planning retirement planning investment consulting tax preparation fee-only unbiased advice Toronto finance financial services personal finance wealth management entrepreneurs financial literacy