- 174/100
Novel Wealth
financial planning, investments, insurance · yes · yes · CFP, CLU, CPA, CIM · 5 ★, 263 reviews · named in 1 answer
- 270/100
Flatiron Wealth Management Inc.
financial planning, investments · yes · yes · CFP, CHS, CLU, CIM, RRC, TEP · 5 ★, 95 reviews · named in 1 answer
- 368/100
Frontwater Capital Toronto
financial planning, investments · yes · yes · CFP, CFA, CIM · 5 ★, 21 reviews · named in 4 answers
- 465/100
Justwealth Financial Inc
financial planning, investments · yes · yes · since 1952 · CFP, CIM, CFA · 4.6 ★, 17 reviews
- 555/100
Logan Wealth Management
financial planning, investments · yes · yes · CFA, CFP, CIM · 5 ★, 5 reviews
- 653/100
Canaccord Genuity Wealth Management-Wolfgang Klein
investments · yes · yes · CIM · 4.9 ★, 64 reviews
- 753/100
Schneider & Pollock Wealth Management Inc.
investments, mutual funds · yes · yes · CFA · 5 ★, 17 reviews
- 849/100
Richards Financial
financial planning, investments · yes · yes · CFP
- 943/100
Emerge Canada Inc.
investments · yes · yes · CPA · 1 ★, 43 reviews
- 1043/100
Seeley Group Private Wealth Management
financial planning, investments · yes · yes · 5 ★, 20 reviews
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 Toronto?
On our public criteria, Novel Wealth ranks first in Toronto, ahead of Flatiron Wealth Management Inc. and Frontwater Capital Toronto. 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