The 10 best financial advisors in Whitby in 2026

1. 1

   Caldwell Securities Ltd

   financial planning, investments · yes · yes · since 1980 · CFA, CFP, RRC, CEA, CIM

   59/100
2. 2

   Forestview Wealth Management

   financial planning, insurance · yes · yes · CIM, CLU, TEP · 5 ★, 6 reviews

   53/100
3. 3

   The Pension Specialists

   financial planning · yes · yes · CFP, EPC, RRC, CEA, PFP, CIM · 5 ★, 3 reviews

   48/100
4. 4

   iA Private Wealth

   financial planning, investments · yes · CPA, CFP, CIM

   39/100
5. 5

   M2 Wealth

   financial planning, investments, insurance · yes · yes

   37/100
6. 6

   Marc Nadeau - Raymond James Ltd.

   financial planning, insurance · yes · PFP, CFP, CIM

   36/100
7. 7

   Karen Robertson

   investments · team website · FMA, FCSI, CIWM, CFA

   31/100
8. 8

   Kayte Black, MBA, CFA, CFP

   investments · team website · CFA, CFP

   31/100
9. 9

   Theresa Connors-Chan, BA, PFP

   investments · team website · PFP

   31/100
10. 10

    Wally Damian, PFP

    investments · team website · PFP

    31/100

The criteria

Frequently asked questions

Who is the best financial advisor in Whitby?

On our public criteria, Caldwell Securities Ltd ranks first in Whitby, ahead of Forestview Wealth Management and The Pension Specialists. 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