York Street Financial Inc.

Who is Yorkstreet Financial?

At Yorkstreet Financial, we partner with executives, business owners, and affluent families who understand that true financial success requires more than just investment returns, it demands strategic planning, tax efficiency, and the value of working with advisors who truly understand your unique challenges.

Whether you're navigating variable compensation and income volatility as a senior executive, diversifying wealth beyond your business as an entrepreneur, planning for retirement and legacy as an affluent family, or seeking competitive group benefits for your professional firm, we take the complexity out of financial planning so you can focus on what matters most.

We are conveniently located in the heart of the Toronto, Ontario financial district, in close proximity to Mississauga, Oakville, North York and North Toronto. Come visit us, or let us come to you.

What we do

A financial advisor advising an elderly lady

Insurance planning

The planning process is structured and in-depth. Our strongest ability is to understand your specific needs in a timely and efficient manner. We begin with a series of meetings to come to know the history and unique circumstances of your business or family.

two professional advisors discussing statistics

Personal wealth

Building and nurturing partnerships with Canada’s high net worth individuals, corporations and families, YorkStreet Financial specializes in wealth management, business structures, tax strategy, insurance planning, corporate and estate planning.

Employee benefits

The primary market segments served by YorkStreet Financial are small to medium-sized enterprises and law firms (from 1 to 500+ employees). Most have fewer than 100 employees and don’t have a dedicated Human Resources team with in-depth knowledge of employee benefits programs and pension/Group RRSP plans.

Recommended reading

Corporate tax savings: Smart strategies to keep more money in your business

Date published: Sep 09, 2025

It’s no secret – taxes can be complex. The good news? You have lots of options that can help lower your corporate tax expenses.

Think retirement planning is for later? Think again.

Date published: Oct 07, 2025

If you’re deep in the demands of a growing career, retirement planning might feel like something you can deal with down the road. But the most powerful retirement plans are built early on, when your habits, income, and opportunities are still grow...

Small business, big value: How to offer great benefits without breaking the bank

Date published: Sep 09, 2025

Attracting and keeping the right people is key to your success—but competing with large companies can be a challenge when it comes to salaries and perks. The good news? You don’t need a big-company budget to offer competitive benefits.

Dual bottom-line thinking: Supporting employees while protecting the business

Date published: Sep 09, 2025

As a business owner, you need to protect the bottom line, but you also want to take care of your people. You shouldn’t have to choose between the two. This is where dual bottom-line thinking comes in.

Flexibility meets security: Insurance solutions for Millennials and Gen Z

Date published: Oct 14, 2025

For many Millennials and Gen Z, the nine-to-five job with benefits isn’t the default path anymore. Without the safety net of employer benefits, the next generation faces new financial risks. The right insurance strategy can make all the difference.