The 10 best financial advisors in Charlottetown in 2026

Ranking of October 2026, built on 12 firms with public criteria. No firm pays for its position.

1
Ben Cook
investments · team website · 1 advisors · EPC
34/100
2
Colin Hawes
investments · team website · CIM
31/100
3
Smith Family Wealth
investments · team website · CIM
31/100
4
Jamie Currie
investments · team website · 11 advisors
26/100
5
Stephanie Andrews
investments · team website · 5 advisors
26/100
6
Andrew St John
investments · team website · 3 advisors
25/100
7
Peter Mullins
investments · team website · 3 advisors
25/100
8
Kim MacInnis
investments · team website · 1 advisors
19/100
9
The Gregory Team
investments · team website
16/100
10
The Morse Team
investments · team website
16/100

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 Charlottetown?

On our public criteria, Ben Cook ranks first in Charlottetown, ahead of Colin Hawes and Smith Family Wealth. 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