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Financial Advisors in Ajax, ON: 2026 rankings

541 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Ajax: Ben Aldridge, Landbridge Financial Solutions - Sun Life, RFA Score 74/100; 5.0★ from 263 Google reviews; open Saturdays until 4 PM.

  2. 6

    Most-reviewed: Questrade, 6,781 Google reviews at 4.5★, the most of 541 ranked; ranked #6.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

541 Ajax financial advisors are ranked here by RFA Score, from eight published factors. 132 open Saturdays and 40 open Sundays, based on posted hours. The median Google rating is 4.9★ across 541 rated firms.

Top 10 financial advisors in Ajax at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Ajax at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Ben Aldridge, Landbridge Financial Solutions - Sun Life745.0★ (263)AjaxSat · EveningsTop score
2INFORCE WEALTH MANAGEMENT735.0★ (157)Ajax——
3Mak Tax & Accounting Services Inc.724.7★ (1,293)Scarborough, 19 km awaySat—
4Ai Financial724.9★ (972)Markham, 26 km awayEvenings—
5Ascendant Financial Inc.715.0★ (638)East York, 31 km away——
6Questrade714.5★ (6,781)North York, 32 km away—Most reviews
7National Debt Relief - Canada Debt Relief Professionals704.9★ (1,073)Vaughan, 38 km awaySat—
8Legacy Financial705.0★ (94)East York, 11 km away——
9Angie Ross - Money Coach695.0★ (38)Ajax——
10CFS Wealth Management Inc.695.0★ (362)Vaughan, 38 km away——

All 541 financial advisors in Ajax, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  4. #4 Ai Financial

    Based in Markham, 26 km away

    72/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.9★ from 972 Google reviews, listed on Google as “Investment service”.

    • 4.9★ from 972 Google reviews
    Hours
    Mon–Fri 10 AM–6:30 PM · Sat–Sun closed
    Address
    3000 Steeles Ave E #303, Markham, ON L3R 1A3
    View profile for Ai Financial(905) 418-4848

  6. #6 Questrade

    Based in North York, 32 km away

    71/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.5★ from 6,781 Google reviews, listed on Google as “Investment service”.

    • 4.5★ from 6,781 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    5700 Yonge St, North York, ON M2M 4K2
    View profile for Questrade(888) 783-7866

  8. #8 Legacy Financial

    Based in East York, 11 km away

    70/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 94 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 94 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    287 Port Union Rd, Scarborough, ON M1C 2L3
    View profile for Legacy Financial(416) 738-9721

  11. #11 Bromwich+Smith

    Based in Scarborough, 19 km away

    69/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.9★ from 127 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 127 Google reviews
    Hours
    Mon–Fri 8 AM–8 PM · Sat 8:30 AM–5 PM · Sun 8 AM–5 PM
    Address
    100 Consilium Pl Ste 315, Scarborough, ON M1H 3E3
    View profile for Bromwich+Smith(855) 884-9243

  13. #13 CL Financial

    Based in East York, 25 km away

    68/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 134 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 134 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    150 Consumers Rd Ste 306, North York, ON M2J 1P9
    View profile for CL Financial(416) 498-1688

  16. #16 Longevity Wealth

    Based in Toronto, 39 km away

    68/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 296 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 296 Google reviews
    Hours
    Mon–Sun 9 AM–9 PM
    Address
    21 Atlantic Ave C, Toronto, ON M6K 3E7
    View profile for Longevity Wealth(416) 904-3904

  19. #19 Wealth Bridge

    Based in Pickering, 5 km away

    68/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 37 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 37 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1315 Pickering Pkwy Unit 205, Pickering, ON L1V 0C4
    View profile for Wealth Bridge(437) 245-3063

  21. #21 Novel Wealth

    Based in Toronto, 40 km away

    68/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 259 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 259 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    25A Morrow Ave Ste 202, Toronto, ON M6R 2H9
    View profile for Novel Wealth(416) 203-9500

  23. #23 Armen Martirosyan

    Based in Markham, 27 km away

    67/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 105 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 105 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    625 Cochrane Dr #610, Markham, ON L3R 9R9
    View profile for Armen Martirosyan(416) 786-4777

  24. #24 Michael Knapp

    Based in Ajax

    67/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 22 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 22 Google reviews
    Hours
    Mon–Fri 9:30 AM–9 PM · Sat 7 AM–6 PM · Sun 7 AM–12 PM
    Address
    1615 Dundas St E Suite 200, Whitby, ON L1N 2L1
    View profile for Michael Knapp(647) 857-8516

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 541 ranked financial advisors here; the rest are on their profiles.

financial advisors in Ajax, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Co-operators - Andy Chow & Associates Inc674.7★ (129)22 km
27Co-operators674.8★ (23)In Ajax
28SG Wealth Management675.0★ (80)26 km
29Patel Accounting and Taxation674.8★ (73)18 km
30Financial Planner I B G Financial Corp. I The Max Financial | Brandon Gurley I Financial Advisor I Group Benefits674.9★ (47)14 km
31Co-operators - Lina Valadao Insurance Agency Inc674.4★ (128)14 km
32Fortune Link Mortgage方正贷款675.0★ (87)28 km
33Merrick Financial | Advice Only Financial Planners675.0★ (90)29 km
34Hammond Financial665.0★ (15)In Ajax
35Kalyta Financial Solutions665.0★ (15)In Ajax
36Green Conway and Associates - IG Private Wealth Management665.0★ (149)40 km
37LSP Canada665.0★ (111)35 km
38Hadriana Leo665.0★ (20)5 km
39Andreoli Financial Services Inc665.0★ (54)23 km
40Edward Jones - Financial Advisor: Lisa E Currie, PFP®664.9★ (43)17 km
41Chambers Financial & Co.664.9★ (15)In Ajax
42Lennox Financial Group Inc.664.8★ (21)4 km
43Stonewater Financial Group665.0★ (108)36 km
44My Cha-Ching665.0★ (35)16 km
45GTA Golden Group664.8★ (90)28 km
46Co-operators - Lucy Solomon Insurance Services Inc664.8★ (130)33 km
47Flatiron Wealth Management Inc.665.0★ (97)35 km
48Newcastle Financial665.0★ (91)35 km
49Edward Jones - Financial Advisor: Joe Di Flumeri, CFP®665.0★ (30)15 km
50Larmond Risk Management Insurance Inc.655.0★ (27)15 km

Also serving Ajax

20 more financial advisors within 40 km that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Ajax
BusinessGoogle ratingDistance
ARAA Solutions Inc.5.0★ (2)In Ajax
Ardagh Financial Inc5.0★ (1)In Ajax
Assante Financial Management Ltd.1.0★ (1)In Ajax
CIBC Financial Advisor: Duan RockeIn Ajax
CIBC Financial Advisor: Ian Kennedy4.0★ (1)In Ajax
CIBC Financial Advisor: Monique RoweIn Ajax
CIBC Mortgage Advisor: Manraj Singh Mangat5.0★ (2)In Ajax
CIBC Mortgage Advisor: Paul Joshua Tanda4.0★ (1)In Ajax
CIBC Mortgage Advisor: Rida Syeda1.0★ (1)In Ajax
Donald R Dasti & Associates5.0★ (1)In Ajax
Durham Asset Management Inc5.0★ (2)In Ajax
Edward Jones - Financial Advisor: Joe Schmidt, CEA®|DFSA™5.0★ (2)In Ajax
Geraci Financial Group5.0★ (2)In Ajax
Ian Webster The Financial Fighter5.0★ (2)In Ajax
KFB Financial Services5.0★ (2)In Ajax
MC Wealth ManagementIn Ajax
Phil Mikhail - TD Wealth Private Investment Advice5.0★ (1)In Ajax
Samanraj Kantasamy5.0★ (2)In Ajax
Sun Life - Greater Toronto East5.0★ (1)In Ajax
Tailored Finance Inc.5.0★ (1)In Ajax

How we ranked Ajax financial advisors

We scored 541 Ajax financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Ajax data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Ajax: frequently asked questions

Which financial advisor has the highest RFA Score in Ajax?

By RFA Score, the highest-ranked financial advisor in Ajax, ON is Ben Aldridge, Landbridge Financial Solutions - Sun Life with an RFA Score of 74/100. It has 5.0★ from 263 Google reviews. It is open Saturdays until 4 PM. INFORCE WEALTH MANAGEMENT (#2) and Mak Tax & Accounting Services Inc. (#3) follow. We ranked 541 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Ajax?

RankedFinancialAdvisors ranks 541 financial advisors serving Ajax, ON. 10 of them are based in Ajax; the rest serve it from nearby towns. Another 20 within 40 km are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Ajax work on weekends?

132 of 541 ranked financial advisors post Saturday hours and 40 post Sunday hours. The highest-ranked open Saturdays are Ben Aldridge, Landbridge Financial Solutions - Sun Life (#1), Mak Tax & Accounting Services Inc. (#3) and National Debt Relief - Canada Debt Relief Professionals (#7). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Ajax financial advisors have?

The median Google rating among 541 rated financial advisors in Ajax is 4.9★, with a median of 13 reviews. Questrade has the most, 6,781 reviews, and ranks #6. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Ajax count in this ranking?

Yes, if they are within 40 km of the Ajax city centre, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Ajax ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration?

Search the person and the firm on the Canadian Securities Administrators’ National Registration Search, and for investment and mutual fund dealer representatives on CIRO AdvisorReport.

Who regulates financial advisors in Ajax?

Advisors who sell or recommend securities register with the provincial securities regulator, and representatives of investment and mutual fund dealers are also overseen by CIRO. In Ontario, the titles “Financial Planner” and “Financial Advisor” are restricted to people holding a credential approved by FSRA.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Ajax

  1. November 2026: RFA Scores recalculated for 541 financial advisors serving Ajax.
  2. November 2026: 2 duplicate listings merged.

More financial advisors and Ajax pages