The 10 best financial advisors in Oshawa in 2026

1. 1

   IG Private Wealth Management - Kathy Duguay, CFP

   financial planning · yes · yes · CFP

   43/100
2. 2

   Conor Amyot - IG Wealth Management

   financial planning, investments · yes · 5 ★, 60 reviews

   36/100
3. 3

   Joe Di Flumeri

   investments · team website · 1 advisors · CFP

   34/100
4. 4

   IG Private Wealth Management - AL DELANEY

   financial planning · yes · yes

   28/100
5. 5

   IG Wealth Management - ELENA Mularczyk, CFP RRC EPC

   financial planning · yes · 5 ★, 21 reviews

   27/100
6. 6

   Leslie Edmunds, Jim French & Richard Huzar - IG Private Wealth Management

   financial planning · yes · 5 ★, 16 reviews

   27/100
7. 7

   Lenny Faustino

   investments · team website · 4 advisors

   26/100
8. 8

   Leslie Edmunds

   investments · team website · 5 advisors

   26/100
9. 9

   Matt Roth

   investments · team website · 4 advisors

   26/100
10. 10

    Richard Huzar

    investments · team website · 6 advisors

    26/100

The criteria

Frequently asked questions

Who is the best financial advisor in Oshawa?

On our public criteria, IG Private Wealth Management - Kathy Duguay, CFP ranks first in Oshawa, ahead of Conor Amyot - IG Wealth Management and Joe Di Flumeri. 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