Browse cities in Ontario
Each city link opens an alphabetical location page.
Published advisor profiles in Ontario
Profiles are presented alphabetically. Inclusion does not imply endorsement, ranking or suitability.
Adriana Keffer
Financial Advisor
CFP
Ontario
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Ahmed El-Shaboury
RESEARCH ASSOCIATE
CIM
Ottawa, Ontario
View advisor profile →Al E. Rocca
Senior Financial Advisor
Burlington, Ontario
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Albert Lai
Financial Planning Advisor
CFP · FCSI · FMA
Mississauga, Ontario
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Andrea Talman
Financial Advisor
Toronto, Ontario
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Andrea Tremblay
Financial Advisor
FMA · CFP
Windsor, Ontario
View advisor profile →Andrew Filice
Financial Advisor
CFP · B.Comm.
Burlington, Ontario
View advisor profile →Andrew Lai
Assante advisor
Markham, Ontario
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Andy Morrisey
Financial Advisor
P.Eng.
Ancaster, Ontario
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Angela Shryane
Senior Financial Advisor
Etobicoke, Ontario
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Anne Huntley
Wealth Management Advisor
CFP®
Waterloo, Ontario
View advisor profile →Anthony Di Meo
Branch Manager Senior Financial Advisor
CFP · B.Comm. · MBA
Windsor, Ontario
View advisor profile →ARC Wealth Advisors
Assante advisor
Etobicoke, Ontario
View advisor profile →Arnold Mohr
Financial Advisor
Cambridge, Ontario
View advisor profile →Assante Ottawa Centre
Assante advisor
Ottawa, Ontario
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Barrett Reid
Assante advisor
Toronto, Ontario
View advisor profile →Barry Ames
Assante advisor
Cambridge, Ontario
View advisor profile →Ben Cairns
Financial Advisor
CFA
Kitchener, Ontario
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Bernie Renaud
Senior Financial Planning Advisor
CFP · CPA · CGA
Windsor, Ontario
View advisor profile →Bill Southall
Senior Financial Planning Advisor
FMA · CFP · BA · FCSI
Stoney Creek, Ontario
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Bill Sutherland
SENIOR FINANCIAL ADVISOR
BSc · FCSI® · CIM® · CFTe
Midland, Ontario
View advisor profile →Blake Cluff
Financial Advisor
B.Sc. · CFA · CIM
Toronto, Ontario
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Boris Aaron Guzman
Financial Advisor
BA (Hons) · CIM®
Mississauga, Ontario
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Boris Guzman
Financial Advisor
BA · CFP
Mississauga, Ontario
View advisor profile →Brenda McCrae
WEALTH ADVISOR
CCS · QAFP™
Brantford, Ontario
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Brenda Sernoskie
Senior Financial Planning Advisor
CFP® · EPC
Toronto, Ontario
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Brent Dimen
Senior Wealth Advisor
B.Comm. (Fin) · CFP® · CIM® · CLU® · CIWM · FMA · FCSI® · TEP
Ancaster, Ontario
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Brian Lewington
SENIOR WEALTH ADVISOR
BA · CFP
Ancaster, Ontario
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Brock Zinken
Financial Advisor
CPA · CMA
Waterloo, Ontario
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Bryan Eckel
Financial Planning Advisor Advisor
CIM
Toronto, Ontario
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Casey Doner
Financial Planner Insurance Financial Advisor
CFP® · CLU®
Pembroke, Ontario
View advisor profile →Chris Heinrich & Associates
Assante advisor
Ottawa, Ontario
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Christine Albert
Financial Planning Advisor
BA · CFP®
North Bay, Ontario
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Claudio Di Sante
SENIOR FINANCIAL PLANNER
CFA · CFP
Stoney Creek, Ontario
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Connor Mathers
Financial Advisor
Sarnia, Ontario
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Craig Hopkins
Wealth Advisor
MBA · CIM
Burlington, Ontario
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Crystal Rooks
Financial Planner
Kingston, Ontario
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Darryl Bowman
Senior Financial Planner
CFP
Windsor, Ontario
View advisor profile →Dave Sorichetti
Financial Advisor
Whitby, Ontario
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David Beauchamp
SENIOR FINANCIAL ADVISOR
CFP · FMA · CIM · FCSI
Burlington, Ontario
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David Demoe
Senior Financial Advisor
CFP
Ontario
View advisor profile →David Grant
Financial Advisor
Toronto, Ontario
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David McCloy
Financial Advisor
CFP
Fonthill, Ontario
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David Phipps
Senior Financial Advisor
CFP® · CIM®
Ottawa, Ontario
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Dennis O'Brien
Senior Financial Advisor
BA (Econ)
Burlington, Ontario
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Diane Burns
Financial Advisor
CFP
Ancaster, Ontario
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Dianne Lackonick
Senior Wealth Advisor
CFP® · FLMI
Kingston, Ontario
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Dixon Shum
Financial Advisor
Markham, Ontario
View advisor profile →Durham Wealth Planning Group
Assante advisor
Oshawa, Ontario
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Ed Jacques
Senior Financial Advisor
Sarnia, Ontario
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Edvard Ryder
Investment Advisor
MBA · CLU® · CFP® · CIM®
Etobicoke, Ontario
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Eeva Niemi
Financial Advisor
CEA · MFA-P™ (Philanthropy)
Thunder Bay, Ontario
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Elvy Marchesin
Senior Financial Advisor
CFP®
Brampton, Ontario
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Emma Fitzgerald
Financial Advisor
MBA · CFP®
Kingston, Ontario
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Eric Simard
Wealth Management Advisor Assante Capital Management Ltd.
CFP®
Ontario
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Erin Lewington
Financial Advisor
CFP® · BFA
Burlington, Ontario
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Evan Clarke
Financial Planning Advisor
CFP® · CIM® · CHS · CEA · CCS
Ontario
View advisor profile →Evan Eliason
Investment Advisor
CFP · CIM
Burlington, Ontario
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Fenlon Financial Division
Assante Financial Management Ltd.
Kingston, Ontario
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Francesca Rea
Financial Advisor
CFP® · RRC
Mississauga, Ontario
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Gabe Orday
Financial Advisor
CFP
Peterborough, Ontario
View advisor profile →Gary Walker
FINANCIAL ADVISOR
QAFP™
Brampton, Ontario
View advisor profile →Glen Polson
Branch Manager Senior Financial Advisor
CFP · CIM
Waterloo, Ontario
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Glenn McClelland
Wealth Advisor
Brampton, Ontario
View advisor profile →Glenn Scissons
FINANCIAL ADVISOR
FMA · CIM · FCSI
Cambridge, Ontario
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Grace Leung
FINANCIAL PLANNER
FMA · CFP · FCSI
Markham, Ontario
View advisor profile →Grannary & Associates
Assante advisor
North Bay, Ontario
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Gregory Gilbert
Financial Planning Advisor
Toronto, Ontario
View advisor profile →Hazen Henderson
Financial Planner
CFP · CA · CPA
Whitby, Ontario
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Heather Casey
Wealth Management Advisor
Peterborough, Ontario
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Henry Treier
Senior Wealth Advisor
PFP
Kingston, Ontario
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Hugh M. Russell
FINANCIAL ADVISOR
Burlington, Ontario
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Huron Shores Financial Group
Assante advisor
Sarnia, Ontario
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Ingrid Denda
Financial Advisor Investment Advisor
CFP® · FMA · RFRA®
Ancaster, Ontario
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Iryne Thian
Financial Advisor
CFP® · CLU® · CHS
Markham, Ontario
View advisor profile →Ivan Wong
Financial Planning Advisor
CFP · CIM · FMA · FCSI
Markham, Ontario
View advisor profile →Ivar Grimba
Financial Advisor
R.F.P. · CFP
Mississauga, Ontario
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Jacty Chung
Financial Advisor Insurance Financial Advisor
CPCA · EPC
Markham, Ontario
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James Bowman
Financial Advisor
CFP
Toronto, Ontario
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James Schofield
Senior Financial Planning Advisor
CFP · CIM
Ottawa, Ontario
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James Staniforth
Co-Branch Manager Financial Advisor
CFP
Ottawa, Ontario
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Jamie Geisler
SENIOR FINANCIAL ADVISOR
CFP
Ontario
View advisor profile →Jamie Thomas
Assante advisor
Kingston, Ontario
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Jan Russel
Financial Planning Advisor
CFP · CH.F.C.
Ontario
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Jane Lapointe
Senior Wealth Advisor
CPCA · MFA-P
Kingston, Ontario
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Janine Purves
Senior Financial Advisor B.A. Economics
CFP · CPCA · CCS
Aurora, Ontario
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Jason Bakker
FINANCIAL ADVISOR
CFA
Mississauga, Ontario
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Jay Papernick
The "GM"
Toronto, Ontario
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Jean Chaput
Financial Advisor
North Bay, Ontario
View advisor profile →Jennifer Bellissimo
Senior Financial Advisor
Mississauga, Ontario
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Jim Nushis
Financial Advisor
CFP · CA · CPA
Whitby, Ontario
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Joan Cosby
Senior Financial Planner
CFP
Burlington, Ontario
View advisor profile →Joan Hoskinson
Senior Financial Planning Advisor
CFP®
Thunder Bay, Ontario
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Jody Batrynchuk
Financial Advisor
BA
Mississauga, Ontario
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Joe Sordo
SENIOR FINANCIAL PLANNING ADVISOR
FMA · BA (Econ)
Burlington, Ontario
View advisor profile →Joe Tamburri
Financial Advisor
Ontario
View advisor profile →JohnDoeIIROC
Assante advisor
Richmond Hill, Ontario
View advisor profile →JohnDoeIIROC
Assante advisor
Hawkesbury, Ontario
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Justine Vanos
Financial Planner
CFP® · BA (Hons)
Sarnia, Ontario
View advisor profile →Karl Murphy
Financial Advisor Insurance Advisor
Ontario
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Karl Ruban
Senior Financial Planning Advisor Advisor
Toronto, Ontario
View advisor profile →Kendall Yeomans
Assante advisor
Sudbury, Ontario
View advisor profile →KenMar Financial Services
Assante advisor
Ottawa, Ontario
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Kevin Nimchonok
Senior Financial Advisor
CFP
Toronto, Ontario
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Kyle Ellsworth
CERTIFIED FINANCIAL PLANNER®
CFP® · BBA (Hons) · FCSI® · RRC® · PFP® · CIM®
Ontario
View advisor profile →Laura Lo
FINANCIAL ADVISOR INSURANCE FINANCIAL ADVISOR
Markham, Ontario
View advisor profile →Laurie Horan
Investment Advisor
CPCA · RIS
Ancaster, Ontario
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Lawrence Fok
FINANCIAL PLANNING ADVISOR INSURANCE PLANNING ADVISOR
FMA · CFP · CIM · FCSI
Markham, Ontario
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Limestone Team
Assante advisor
Kingston, Ontario
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Lisa Ferry
Financial Advisor
Coldwater, Ontario
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LogicVest Wealth Advisors
Assante advisor
Toronto, Ontario
View advisor profile →Manuel Alves
Financial Advisor
Etobicoke, Ontario
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Marie Debono
Senior Financial Planning Advisor
P.Eng. · MBA · CFP®
Aurora, Ontario
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Marilyn Maxan
Senior Financial Advisor
BBA · MBA · CFP®
Mississauga, Ontario
View advisor profile →Marino Fernandopulle
Financial Advisor
Orillia, Ontario
View advisor profile →Mark Policicchio
Financial Advisor
AICB · PFP
Sault Ste Marie, Ontario
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Melissa Chung
FINANCIAL ADVISOR
MBA · LL.M
Markham, Ontario
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Michael Deverill
Senior Financial Advisor Financial Advisor
B.Sc.
Toronto, Ontario
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Michelle Lo
Financial Planner
CFP® · EPC
Markham, Ontario
View advisor profile →Mick Jackson
Branch Manager Senior Financial Planner
Sarnia, Ontario
View advisor profile →Morgan Dewar
Financial Advisor
Ontario
View advisor profile →Morrisey Group
Assante advisor
Ancaster, Ontario
View advisor profile →NESTEGG FINANCIAL SOLUTIONS
Assante advisor
Toronto, Ontario
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Nick Fallon
Senior Financial Advisor
CFA
Whitby, Ontario
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Nick Graham
Financial Advisor
CFP · CIM
Whitby, Ontario
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Nino Pannozzo
Senior Wealth Advisor
CFP® · CPA · CA · R.F.P.®
Toronto, Ontario
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Pam Mundell
Financial Planner
CLU® · CFP® · CHS
Kingston, Ontario
View advisor profile →Pat Legato-Philp
Financial Advisor
CFP · CFA
Stoney Creek, Ontario
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Patrick Gilmour
Senior Wealth Advisor
Kingston, Ontario
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Patti Huck
Financial Planning Advisor
CFP®
Guelph, Ontario
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Paul Gimblett
Senior Financial Advisor
B.Sc. · CFP
Peterborough, Ontario
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Paul Moskal
Senior Financial Planner
Sudbury, Ontario
View advisor profile →Paul Sinclair
Senior Wealth Advisor
Burlington, Ontario
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Paul Vorstadt
Portfolio Manager
CIM · CFP®
Oshawa, Ontario
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Paula MacKellar
Financial Advisor
MA
Waterloo, Ontario
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Paula Swick
Advisor
Stoney Creek, Ontario
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Peter Martin
Financial Advisor
BA · CFP · CIM · CLU®
Ancaster, Ontario
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Peter Roehrig
Senior Financial Advisor
Thunder Bay, Ontario
View advisor profile →Pier 3 Financial Solutions
Assante advisor
Sarnia, Ontario
View advisor profile →Poeta Warner Group
Assante advisor
Sudbury, Ontario
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Randall Larsen
Financial Advisor Advisor
Whitby, Ontario
View advisor profile →Reeti Mathur Test
Assante advisor
Toronto, Ontario
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Richard Malette
Senior Financial Advisor Advisor
Sudbury, Ontario
View advisor profile →Richard Vezeau
Senior Financial Advisor Advisor
Thunder Bay, Ontario
View advisor profile →Rick Sukhu
Assante advisor
Mississauga, Ontario
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Rob MacRae
Senior Financial Advisor
R.F.P. · CFP · CIM
Hamilton, Ontario
View advisor profile →Robert A. Nicholls & Associates
Assante advisor
North Bay, Ontario
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Ross Campbell
Senior Financial Planning Advisor
CFP · R.F.P.
Peterborough, Ontario
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Rui Fernandes
Financial Planner
CFP · CH.F.C.
Toronto, Ontario
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Russ McEdwards
Financial Planner
CFP®
Ancaster, Ontario
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Ryan Napier
Wealth Advisor
CFP · CIM
Mississauga, Ontario
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Sam Madio
SENIOR FINANCIAL ADVISOR
CFP · CPA · CGA · EPC
Ancaster, Ontario
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Sara Zollo
Senior Financial Planning Advisor
CFP® · CLU® · CHS
Aurora, Ontario
View advisor profile →Sarah Wyse
Senior Financial Advisor
Markham, Ontario
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Scott Jamieson
Senior Financial Advisor
FMA
Mississauga, Ontario
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Sean Corcoran
Senior Financial Advisor
CPA · CA
Ontario
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Sergio Vial
Senior Financial Advisor
CFP
Ottawa, Ontario
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Shawn Blainey
Senior Financial Planning Advisor Financial Advisor
Toronto, Ontario
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Shawn Eliovitz
Wealth Advisor
PFP
Ancaster, Ontario
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Stanley Wang
Wealth Advisor Insurance Advisor
CFA · MFIN
Toronto, Ontario
View advisor profile →Stephen Atkinson
Financial Advisor
Sudbury, Ontario
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Steve Hoffarth
SENIOR FINANCIAL PLANNER
FMA · CFP · CIM
Collingwood, Ontario
View advisor profile →Stoney Creek
Assante advisor
Stoney Creek, Ontario
View advisor profile →Susan Chapman
Assante advisor
Burlington, Ontario
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Terry Marek
Senior Financial Planning Advisor
CFP
Oshawa, Ontario
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The Manson Team
Assante advisor
North Bay, Ontario
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Thomas Brott
Wealth Advisor
North Bay, Ontario
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Tina Tehranchian
Senior Wealth Advisor Assante Capital Management Ltd.
CFP® · CLU® · CH.F.C.® · CIM®
Richmond Hill, Ontario
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Tom Cooney
SENIOR WEALTH ADVISOR
CFP · R.F.P. · CLU® · CPCA
Mississauga, Ontario
View advisor profile →Tony Viani
Financial Advisor
Burlington, Ontario
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Trevor Marsh
Senior Wealth Advisor Insurance Advisor
CPA · CA · CFP
Fonthill, Ontario
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Vytas Valaitis
Senior Financial Advisor Insurance Advisor
CPA · CA · CFP
Burlington, Ontario
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Wade Perkins
Branch Manager
CFP
Parry Sound, Ontario
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Warren Edgar
Branch Manager Senior Financial Advisor
Mississauga, Ontario
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Wayne Lang
Branch Owner Senior Wealth Advisor
CFP
Ontario
View advisor profile →Wheaton Wealth Team
Assante advisor
Bancroft, Ontario
View advisor profile →Planning topics in Ontario
These links appear only where enough advisor profiles have both direct planning-topic evidence and the verified location shown on this page.