Flatiron Wealth Management Inc. - Toronto, Ontario

Adam B.

I still remember my first meeting with Andrew Sheppard. At the time, I was young enough that financial planning seemed like something which happened to other people, but that all changed on that day in 2012. A dozen years later, I can say that both the process and the results are exactly what I need, and I'm so glad that I got started when I did.

Working with Andrew has been consistently fantastic, and my long-term portfolio results are testament to his foresight. He never rests on his laurels, and is always looking for opportunities to minimize fees and maximize the potential of my assets. As a bonus, he's fun to chat with. Andrew has built a team of smart, dedicated, and friendly professionals who work alongside him make the right things happen on time, every time.

If you're looking for excellence in financial planning: this is it right here.

Trevor M.

We have been working with Andrew Sheppard and his team at Flat Iron Wealth Management for over eight years. The impact they’ve had on my family and me is immeasurable. Prior to partnering with Andrew, we were financially responsible but often felt insecure and anxious about our future. Thanks to the thoughtful advice and strategic moves recommended by Andrew and his team, we now feel confident about our financial future. This peace of mind has allowed us to focus on what truly matters—enjoying life and spending quality time together. We are deeply grateful to Andrew and his team and would highly recommend them to anyone looking to take control of their financial future.

Melanie F.

I’ve worked with Andrew and team for over 10 years. Best choice I’ve ever made! My family and I are set up with a solid financial plan thanks to this group’s knowledge and dedication. And best of all, they care! They really do have our best interests at heart! The plans and products they recommend are the very same they utilize for their own families.
You can 100% expect quality and reliable services from a great group of people. I always look forward to our annual meetings!

Alessia J.

My husband and I have had the pleasure to work with the Flatiron team for a couple years and they are professional, knowledgeable, and provide helpful advice with regards to our finances. Everyone we've worked with always takes the time to explain complex concepts in a clear and relatable manner.

They have a personalized approach where they carefully reviewed our financial situation, understood our long-term goals, and crafted a strategy that was tailored to our needs. Their attention to detail and proactive advice help us make informed decisions about investments, retirement planning, and tax strategies. Communication is always prompt with check ins during noteworthy times of the year and annual reviews which gives us a chance to see how our portfolio has done over the year.

Overall, Andrew and Christian have been invaluable assets in managing and growing our finances. We highly recommend their services to anyone looking for a knowledgeable, trustworthy, and client-focused financial advisor.

Alex S.

I cannot recommend Flatiron enough.

I met Andrew when I was finishing up school. I had a mountain of school debt and no idea how to handle it, yet alone build wealth on top of it.

For the past 11 years, Andrew has helped me navigate everything finance. Changing relationships, starting a business, planning a move, major life changes, Andrew and Flatiron have been there through it all. All while providing a firm sense of stability and guidance.

Exceptional wealth management with a personal touch and attention to detail like no other. 10/10

claire M.

I have worked with Andrew and the Flatiron team for a handful of years now. Everyone I have had the pleasure to work with has been very patient and helpful in taking the time to explain the basics and to create a financial plan to achieve my short and long term goals. Truly a great group of people to work with.

Garreth B.

Working with Andrew, Mun and team over the past few years has been nothing short of fantastic. I was connected to Andrew, shortly arriving in Canada in 2018. In my experience to date, Flatiron is in it for the long-haul, and totally committed to the success every client, every step of the way - with a mindset that includes considerations for the next generation.

kelly C.

I have been dealing with Andrew and his team for years. They are absolutely the best team to deal with when it comes to financial planning. Always keeping on top of my portfolio both short term and long term and offering the best options and tools available in the industry. I highly recommend Andrew and his team. You will not be disappointed!!