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Financial Advisors in Greater Sudbury, ON: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Greater Sudbury: Gifford Carr, RFA Score 78/100; 4.9★ from 211 Google reviews.

  2. 2

    Most-reviewed: Bisaillon Asset Management, 102 Google reviews at 5.0★, the most of 41 ranked after Gifford Carr; ranked #2.

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

41 Greater Sudbury financial advisors are ranked here by RFA Score, from eight published factors. 6 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 5.0★ across 41 rated firms.

Top 10 financial advisors in Greater Sudbury 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 Greater Sudbury at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Gifford Carr784.9★ (211)Greater SudburyTop score
2Bisaillon Asset Management775.0★ (102)Greater SudburyMost reviews
3Get Me Debt Free Inc755.0★ (62)Greater Sudbury—
4Innova Wealth Partners754.9★ (65)Greater Sudbury—
5Sandra Mews & Associates734.9★ (42)Greater Sudbury—
6Urso Financial Advisory Group725.0★ (30)Greater Sudbury—
7Co-operators - Gavard Financial Ltd715.0★ (23)Greater Sudbury—
8Costantini Group - IG Private Wealth Management715.0★ (20)Greater Sudbury—
9Co-operators - Cantin Insurance Services Ltd694.5★ (19)Greater Sudbury—
10Crossgrove & Company694.7★ (15)Greater Sudbury—

All 41 financial advisors in Greater Sudbury, 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.

  1. Ranked #1 in Greater Sudbury

    #1 Gifford Carr

    Based in Greater Sudbury

    78/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 211 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 211 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    410 Falconbridge Rd Unit 1, Greater Sudbury, ON P3A 4S4
    View profile for Gifford Carr(705) 419-2888

  4. #4 Innova Wealth Partners

    Based in Greater Sudbury

    75/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.9★ from 65 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 65 Google reviews
    Hours
    Mon–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    888 Regent St Ste 208, Greater Sudbury, ON P3E 6C6
    View profile for Innova Wealth Partners(855) 855-1213

  10. #10 Crossgrove & Company

    Based in Greater Sudbury

    69/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.7★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 15 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1535 Paris St Unit C, Greater Sudbury, ON P3E 3B7
    View profile for Crossgrove & Company(705) 525-2131

  13. #13 BMO Bank of Montreal

    Based in Greater Sudbury

    69/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 3.8★ from 32 Google reviews, listed on Google as “Financial planner”.

    • 3.8★ from 32 Google reviews
    Hours
    Mon–Fri 9:30 AM–5 PM · Sat 9:30 AM–4 PM · Sun closed
    Address
    2017 Long Lake Rd, Greater Sudbury, ON P3E 4M8
    View profile for BMO Bank of Montreal(705) 522-2090

  14. #14 Merlyn Black Financial Advisor Sudbury, Wellington-Altus

    Based in Greater Sudbury

    68/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.9★ from 10 Google reviews, listed on Google as “Financial advisor”.

    • 4.9★ from 10 Google reviews
    Hours
    Mon 9 AM–5 PM · Tue 9 AM–6 PM · Wed–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    2009 Long Lake Rd #407, Greater Sudbury, ON P3E 6C3
    View profile for Merlyn Black Financial Advisor Sudbury, Wellington-Altus(705) 419-2022

  16. #16 TMC Wealth

    Based in Greater Sudbury

    68/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Thu 8:30 AM–7 PM · Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    398 Lloyd St, Greater Sudbury, ON P3B 1P3
    View profile for TMC Wealth

  17. #17 BMO Bank of Montreal

    Based in Greater Sudbury

    68/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 3.5★ from 26 Google reviews, listed on Google as “Financial planner”.

    • 3.5★ from 26 Google reviews
    Hours
    Mon–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    1485 Lasalle Blvd, Greater Sudbury, ON P3A 5H7
    View profile for BMO Bank of Montreal(705) 566-3940

  18. #18 Scotiabank

    Based in Greater Sudbury

    67/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 3.3★ from 49 Google reviews, listed on Google as “Financial planner”.

    • 3.3★ from 49 Google reviews
    Hours
    Mon–Tue 9:30 AM–5 PM · Wed closed · Thu–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    57 Durham St, Greater Sudbury, ON P3E 4R3
    View profile for Scotiabank(705) 675-3361

  23. #23 IG Wealth Management

    Based in Greater Sudbury

    66/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    1730 Regent St #1, Greater Sudbury, ON P3E 3Z8
    View profile for IG Wealth Management(705) 674-4551

  24. #24 NorthWise Financial

    Based in Greater Sudbury

    66/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    885 Regent St S 3-28B, Sudbury, ON P3E 5M4
    View profile for NorthWise Financial(800) 324-1898

All 41 financial advisors

#1 to #25 are shown in full above. Here are #26 to #41, in RFA Score order; each links to its profile.

financial advisors in Greater Sudbury, ranks 26 to 41
RankBusinessRFA ScoreGoogle ratingDistance
26Dale Dubreuil - The Dubreuil Group - ScotiaMcLeod - Scotia Wealth Management665.0★ (4)In Greater Sudbury
27Scotiabank662.9★ (44)In Greater Sudbury
28Rietze, Duke & Associates Wealth Management - TD Wealth Private Investment665.0★ (3)In Greater Sudbury
29National Bank Financial664.0★ (4)In Greater Sudbury
30Assante Capital Management Ltd.665.0★ (3)In Greater Sudbury
31DIONNE BOOKKEEPING SERVICES653.7★ (3)In Greater Sudbury
32Today's Mortgage Choice - The TMC Group654.8★ (78)In Greater Sudbury
33Co-operators642.3★ (3)In Greater Sudbury
34Scotiabank642.4★ (34)In Greater Sudbury
35Co-operators - Leclair Financial Planning Inc644.3★ (7)18 km
36Co-operators - Leclair Financial Planning Inc645.0★ (4)14 km
37Scotiabank632.4★ (85)In Greater Sudbury
38MNP Debt - Licensed Insolvency Trustees Bankruptcy & Consumer Proposals604.5★ (22)In Greater Sudbury
39Sudbury of RBC Dominion Securities Inc.605.0★ (3)In Greater Sudbury
40Simple Route Financial595.0★ (10)In Greater Sudbury
41FARBER Debt Solutions - Consumer Proposal & Licensed Insolvency Trustee575.0★ (5)In Greater Sudbury

Also serving Greater Sudbury

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 Greater Sudbury
BusinessGoogle ratingDistance
CIBC Mortgage Advisor: Holly Nadeau1.0★ (1)In Greater Sudbury
CIBC Wood Gundy Sudbury Branch1.0★ (2)In Greater Sudbury
Dundee Private Investors5.0★ (1)In Greater Sudbury
Edward Jones - Financial Advisor: Marc E Lelievre, CFP®|TEP5.0★ (2)In Greater Sudbury
Gilroy Financial Group Inc.5.0★ (1)In Greater Sudbury
Horizon Partners5.0★ (2)In Greater Sudbury
Investment Planning Counsel5.0★ (1)In Greater Sudbury
Louise Duke - TD Wealth Private Investment Advice5.0★ (1)In Greater Sudbury
Michel Julien5.0★ (1)In Greater Sudbury
Mortgage Agent - Ishneet Kaur4.0★ (1)In Greater Sudbury
Patrick Brouzes - BMO Nesbitt Burns1.0★ (1)In Greater Sudbury
Primerica5.0★ (2)In Greater Sudbury
Sawyer & Associates Financial Services5.0★ (1)In Greater Sudbury
Scotia Wealth Management5.0★ (1)In Greater Sudbury
Sound Financial Strategies5.0★ (1)In Greater Sudbury
Steve Urso - ScotiaMcLeod - Scotia Wealth Management5.0★ (1)In Greater Sudbury
TD Bank Private Banking - Cindy Picard5.0★ (1)In Greater Sudbury
TD Wealth Private Investment Advice4.5★ (2)In Greater Sudbury
Trans Canada Collections & Recovery1.0★ (2)In Greater Sudbury
World Financial Group Sudbury5.0★ (2)In Greater Sudbury

How we ranked Greater Sudbury financial advisors

We scored 41 Greater Sudbury 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 Greater Sudbury 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 Greater Sudbury: frequently asked questions

Which financial advisor has the highest RFA Score in Greater Sudbury?

By RFA Score, the highest-ranked financial advisor in Greater Sudbury, ON is Gifford Carr with an RFA Score of 78/100. It has 4.9★ from 211 Google reviews. Bisaillon Asset Management (#2) and Get Me Debt Free Inc (#3) follow. We ranked 41 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Greater Sudbury?

RankedFinancialAdvisors ranks 41 financial advisors serving Greater Sudbury, ON. 39 of them are based in Greater Sudbury; 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 Greater Sudbury work on weekends?

6 of 41 ranked financial advisors post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are BMO Bank of Montreal (#13) and Michael F Cecutti & Associates Inc (#19). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Greater Sudbury financial advisors have?

The median Google rating among 41 rated financial advisors in Greater Sudbury is 5.0★, with a median of 10 reviews. Gifford Carr has the most, 211 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 Greater Sudbury count in this ranking?

Yes, if they are within 40 km of the Greater Sudbury 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 Greater Sudbury 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 Greater Sudbury?

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 Greater Sudbury

  1. November 2026: RFA Scores recalculated for 41 financial advisors serving Greater Sudbury.
  2. November 2026: 1 duplicate listing merged.

More financial advisors and Greater Sudbury pages

Financial advisors near Greater Sudbury