- 159/100
Atlantis Financial Inc.
financial planning, investments · yes · yes · CFP, CIM, CLU, TEP · 5 ★, 22 reviews
- 258/100
Sandra Ramos & Associates - IG Private Wealth Management
financial planning, investments, insurance · yes · yes · CFP, RRC · 5 ★, 5 reviews
- 343/100
Mc Cullough & Sawyer Financial
financial planning · yes · yes · CFP
- 442/100
Blake Emmott
financial planning, investments · team website · 1 advisors · CIM, CPA
- 542/100
Meghan Simpson
financial planning, investments · team website · 1 advisors · CFP, TEP
- 642/100
Steve Rowley
financial planning, investments · team website · 1 advisors · CFA
- 734/100
Eric Dionne
investments · team website · 1 advisors · CFA
- 834/100
Graham Ferguson
investments · team website · 1 advisors · CFP, TEP, CIM
- 934/100
Jonathan Derrick
investments · team website · 1 advisors · CIM
- 1034/100
Sandra Yaquo
investments · team website · 1 advisors · CEA
The criteria
| Criterion | Points | Source |
|---|---|---|
| Disciplines shown | 20 | Firm website or network locator |
| Registration shown on its own website | 10 | Firm website |
| Independent firm | 10 | Advisor Index |
| Team size | 10 | Network locator |
| Years in business (stated on its website) | 10 | Firm website |
| Professional designations shown on its website | 15 | Firm website (source sentence kept) |
| Google reviews | 15 | Google Maps listing |
| Named by AI assistants | 10 | Advisor Index AI barometer |
Frequently asked questions
Who is the best financial advisor in Barrie?
On our public criteria, Atlantis Financial Inc. ranks first in Barrie, ahead of Sandra Ramos & Associates - IG Private Wealth Management and Mc Cullough & Sawyer Financial. The best choice is the firm whose services fit your situation.
How is this ranking built?
Out of 100 points, with criteria from the official register and public information: disciplines shown (20), registration shown on its own website (10), independent firm (10), team size (10), years in business (stated on its website) (10), professional designations shown on its website (15), google reviews (15), named by ai assistants (10).
Can a firm pay to rank higher?
No. No firm pays to be listed or for its position.
Ranking recalculated at each register update. A firm can correct its details from its profile. Our method