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Financial Advisors in Clarence-Rockland, ON: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Clarence-Rockland: Co-operators - J.A. Associates Financial Services Inc., RFA Score 73/100; 4.9★ from 186 Google reviews.

  2. 37

    Most-reviewed: Doyle Salewski Inc., 136 Google reviews at 4.8★, the most of 93 ranked after Co-operators - J.A. Associates Financial Services Inc.; ranked #37.

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

93 Clarence-Rockland financial advisors are ranked here by RFA Score, from eight published factors. 16 open Saturdays and 9 open Sundays, based on posted hours. The median Google rating is 4.8★ across 93 rated firms.

Top 10 financial advisors in Clarence-Rockland 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 Clarence-Rockland at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Co-operators - J.A. Associates Financial Services Inc.734.9★ (186)Ottawa, 30 km away—Top score
2McCay Duff LLP694.9★ (84)Ottawa, 35 km away——
3Family First Insurance & Investments685.0★ (59)Ottawa, 35 km away——
4MDL Financial Group - Financial Planner Ottawa, CFP, Insurance Broker674.9★ (56)Ottawa, 34 km away——
5Ecivda Financial Planning Boutique674.9★ (53)Ottawa, 35 km away——
6Lacelle Financial Services Inc.675.0★ (12)Clarence-Rockland——
7Forest Financial Planning Inc.665.0★ (46)Ottawa, 35 km away——
8Life Insurance Ottawa665.0★ (44)Ottawa, 35 km awaySat · Sun · Evenings—
9Co-operators - Assurances Daniel Lebrun Insurance Inc664.5★ (13)Clarence-Rockland——
10Retirement in View655.0★ (37)Ottawa, 35 km away——

All 93 financial advisors in Clarence-Rockland, 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.

  2. #2 McCay Duff LLP

    Based in Ottawa, 35 km away

    69/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.9★ from 84 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 84 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    979 Bank St Ste 210, Ottawa, ON K1S 5K5
    View profile for McCay Duff LLP(613) 236-2367

  8. #8 Life Insurance Ottawa

    Based in Ottawa, 35 km away

    66/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 44 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 44 Google reviews
    Hours
    Mon–Fri 8:30 AM–9:30 PM · Sat–Sun 9 AM–6 PM
    Address
    29 James St, Ottawa, ON K2P 0T4
    View profile for Life Insurance Ottawa(613) 818-0025

  10. #10 Retirement in View

    Based in Ottawa, 35 km away

    65/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 37 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 37 Google reviews
    Hours
    Mon–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    240 Catherine St Ste 201, Ottawa, ON K2P 2G8
    View profile for Retirement in View(613) 416-9593

  11. #11 Wealth Strategies

    Based in Clarence-Rockland

    65/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.9★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 8 Google reviews
    Hours
    Mon–Fri 9:30 AM–4 PM · Sat–Sun closed
    Address
    210 Centrum Blvd #209, Orléans, ON K1E 3V7
    View profile for Wealth Strategies(613) 841-8550

  18. #18 PWL Capital Inc - Ottawa

    Based in Ottawa, 36 km away

    64/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 28 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 28 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    265 Carling Ave Suite 800, Ottawa, ON K1S 2E1
    View profile for PWL Capital Inc - Ottawa(613) 237-5544

  21. #21 Financial Solutions

    Based in Clarence-Rockland

    63/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.2★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 4.2★ from 5 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2451 St Joseph Blvd suite 212, Orléans, ON K1C 1A8
    View profile for Financial Solutions(613) 837-0733

  25. #25 Bromwich+Smith

    Based in Ottawa, 37 km away

    63/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 21 Google reviews
    Hours
    Mon–Thu 8 AM–8 PM · Fri–Sun 8 AM–5 PM
    Address
    343 Preston St 11th Floor, Ottawa, ON K1S 1N4
    View profile for Bromwich+Smith(855) 884-9243

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 93 ranked financial advisors here; the rest are on their profiles.

financial advisors in Clarence-Rockland, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Gabriel Girardi Omar - Advisor, Sun Life625.0★ (19)37 km
27BMO Bank of Montreal623.2★ (48)19 km
28Co-operators - Josee Brisson Insurances Inc624.0★ (11)16 km
29MD Financial Management Head Office624.1★ (31)33 km
30Martin & Roy Financial Services623.7★ (3)In Clarence-Rockland
31Henley Solutions Inc.624.8★ (17)35 km
32BMO Bank of Montreal612.9★ (73)19 km
33Mitch McLean CFP, Financial and Investment Advisor614.9★ (15)40 km
34Vaillancourt & Associés Private Wealth Management615.0★ (9)31 km
35IG Wealth Management604.9★ (14)40 km
36Scotiabank601.9★ (50)In Clarence-Rockland
37Doyle Salewski Inc.604.8★ (136)35 km
38RocheBanyan605.0★ (6)26 km
39Goldhar & Associates Ltd., Licensed Insolvency Trustee604.6★ (11)35 km
40BMO Bank of Montreal603.2★ (55)34 km
41Scotiabank602.6★ (61)18 km
42Co-operators - Michelle & Associates Inc603.5★ (29)35 km
43BMO Bank of Montreal603.4★ (33)35 km
44MC Financial605.0★ (5)25 km
45Anthony Sirianni - CIBC Ottawa Mortgage Advisor605.0★ (7)32 km
46Mushaka Jeremie Conseiller en sécurité financière / Financial security advisor605.0★ (6)29 km
47Matt Price | Licensed Mortgage Agent in Ottawa605.0★ (3)19 km
48Scotiabank592.5★ (64)19 km
49Jolene Hung - IG Wealth Management595.0★ (8)40 km
50BMO Bank of Montreal593.0★ (35)35 km

Also serving Clarence-Rockland

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 Clarence-Rockland
BusinessGoogle ratingDistance
.3.0★ (2)21 km
Anthony Sirianni - CIBC Ottawa Mortgage Advisor5.0★ (2)20 km
Beauchamp FinancialIn Clarence-Rockland
CIBC Financial Advisor: Chris Fice5.0★ (1)In Clarence-Rockland
Cory Garlock - TD Wealth Private Investment Advice5.0★ (2)35 km
Edward Jones - Financial Advisor: Roger Gran-Ruaz5.0★ (2)19 km
Edward Jones - Financial Advisor: Stephanie M Gran-Ruaz5.0★ (1)In Clarence-Rockland
Edward Jones - Financial Advisor: Steve McIlroy, FMA5.0★ (2)30 km
Frobisher Financial Corporation5.0★ (2)35 km
Investment Planning CounselIn Clarence-Rockland
IPC Investment Corporation - Manuel Gaudreau5.0★ (1)In Clarence-Rockland
Jean-Benoit Cadieux - BMO Financial PlannerIn Clarence-Rockland
Kevin Reichstein, CFP - Financial Planner - Scotia Financial Planning5.0★ (2)26 km
Lucra Financial GroupIn Clarence-Rockland
Miguel Velazquez - TD Financial Planner1.0★ (1)In Clarence-Rockland
MNP Debt - Licensed Insolvency Trustees Bankruptcy & Consumer Proposals3.5★ (2)35 km
Pierre Dauth Financial Services Ltd5.0★ (2)In Clarence-Rockland
Piyush Agrawal - Mortgage Advisor Ottawa - Dominion Lending Centres National5.0★ (2)15 km
Stephen Rosettani - TD Financial Planner5.0★ (1)In Clarence-Rockland
The Wallace Investment Team4.0★ (2)34 km

How we ranked Clarence-Rockland financial advisors

We scored 93 Clarence-Rockland 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 Clarence-Rockland 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 Clarence-Rockland: frequently asked questions

Which financial advisor has the highest RFA Score in Clarence-Rockland?

By RFA Score, the highest-ranked financial advisor in Clarence-Rockland, ON is Co-operators - J.A. Associates Financial Services Inc. with an RFA Score of 73/100. It has 4.9★ from 186 Google reviews. McCay Duff LLP (#2) and Family First Insurance & Investments (#3) follow. We ranked 93 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Clarence-Rockland?

RankedFinancialAdvisors ranks 93 financial advisors serving Clarence-Rockland, ON. 10 of them are based in Clarence-Rockland; 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 Clarence-Rockland work on weekends?

16 of 93 ranked financial advisors post Saturday hours and 9 post Sunday hours. The highest-ranked open Saturdays are Life Insurance Ottawa (#8), Delon Tresor Bwashi — Financial Advisor & Insurance Broker (#13) and Been There Financial Planning (#23). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Clarence-Rockland financial advisors have?

The median Google rating among 93 rated financial advisors in Clarence-Rockland is 4.8★, with a median of 13 reviews. Co-operators - J.A. Associates Financial Services Inc. has the most, 186 reviews, and ranks #1. 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 Clarence-Rockland count in this ranking?

Yes, if they are within 40 km of the Clarence-Rockland 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 Clarence-Rockland 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 Clarence-Rockland?

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 Clarence-Rockland

  1. November 2026: RFA Scores recalculated for 93 financial advisors serving Clarence-Rockland.
  2. November 2026: 1 duplicate listing merged.

More financial advisors and Clarence-Rockland pages