AI barometer: which financial advisors AI recommends

Key takeaways

• 12 answers out of 12 name at least one firm; the others only give tips on how to choose.
• 4 of the firms named are in our directory.
• The same question asked twice does not return the same list: a firm named once is not a stable recommendation.

Calgary

• Kenneth Doll (AlbertaFinancialPlanner.ca) : 3 answers out of 4
• Langford Financial : 2 answers out of 4
• Rob Tétrault : 2 answers out of 4
• Up Financial (Elijah Kirchmaier, CFP) : 2 answers out of 4
• Assante : 1 answer out of 4
• Financial Health Management : 1 answer out of 4
• Tetrault Wealth : 1 answer out of 4

Toronto

• Frontwater Capital Toronto : 4 answers out of 4
• Merrick Financial : 2 answers out of 4
• PWL Capital : 2 answers out of 4
• Buxton Financial : 1 answer out of 4
• Buxton Financial For Retirement : 1 answer out of 4
• Doherty & Bryant : 1 answer out of 4
• Flatiron Wealth Management : 1 answer out of 4
• Novel Wealth : 1 answer out of 4
• Objective Financial Partners Inc. : 1 answer out of 4
• The McClelland Financial Group : 1 answer out of 4

Vancouver

• Anne Brandt Financial : 2 answers out of 4
• Tetrault Wealth : 2 answers out of 4
• Mobius Financial Planning : 1 answer out of 4
• Objective Financial Partners Inc. : 1 answer out of 4
• Ocean 6 : 1 answer out of 4
• Portfolio Planning : 1 answer out of 4
• RGF Integrated Wealth Management : 1 answer out of 4
• You First : 1 answer out of 4

Sources the assistant reads

To be cited, a firm needs to appear on these sites, or its own site must answer the question clearly.

• feeonlyfinancial.ca
• tommadon.ca
• meilleurs.ca
• moneysense.ca
• robtetrault.com
• objectivefinancialpartners.com
• planification-financiere.ca
• en.wikipedia.org

Method

Claude with web search, two runs per question. Questions asked:

• « Which independent financial planner or wealth advisor would you recommend in [city], Canada? Give the names of firms. »
• « I am 58 with $600,000 in RRSP and TFSA savings. Which financial planner would you recommend in [city] to plan my retirement? »

We publish frequencies, not a ranking; no firm pays to appear.