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Financial Advisors in Keswick, ON: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Keswick: Walton Financial Group Inc, RFA Score 75/100; 5.0★ from 284 Google reviews.

  2. 21

    Most-reviewed: Homeguard Funding LTD., Patrick Delaney Mortgage Broker, 249 Google reviews at 5.0★, the most of 121 ranked after Walton Financial Group Inc; ranked #21.

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

121 Keswick financial advisors are ranked here by RFA Score, from eight published factors. 29 open Saturdays and 9 open Sundays, based on posted hours. The median Google rating is 4.8★ across 121 rated firms.

Top 10 financial advisors in Keswick 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 Keswick at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Walton Financial Group Inc755.0★ (284)Barrie, 24 km away—Top score
2Green Conway and Associates - IG Private Wealth Management735.0★ (149)Newmarket, 21 km away——
3TLC Credit & Debt Help734.9★ (166)Barrie, 21 km away——
4Money Gal Wealth Management725.0★ (102)Newmarket, 19 km awaySat · Sun · Evenings—
5Gane Financial715.0★ (85)Barrie, 24 km away——
6Cherity Goerk Dominion Lending Centres TLC Mortgage Group- Your local Mortgage Broker705.0★ (77)Newmarket, 22 km awaySat · Sun · Evenings—
7Dunbrook Associates704.9★ (92)Barrie, 23 km awaySat · Evenings—
8Homeguard Funding Ltd704.8★ (76)Newmarket, 21 km awaySat—
9Co-operators - Lucy Solomon Insurance Services Inc684.8★ (130)Richmond Hill, 40 km away——
10Bidwell Financial Services Inc.685.0★ (40)Barrie, 24 km away——

All 121 financial advisors in Keswick, 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 Keswick

    #1 Walton Financial Group Inc

    Based in Barrie, 24 km away

    75/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 284 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 284 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–2:30 PM · Sat–Sun closed
    Address
    126 Wellington St W #202, Barrie, ON L4N 1K9
    View profile for Walton Financial Group Inc(705) 733-5200

  2. #2 Green Conway and Associates - IG Private Wealth Management

    Based in Newmarket, 21 km away

    73/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 149 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 149 Google reviews
    Hours
    Mon–Wed 8:30 AM–4:30 PM · Thu 9 AM–4:30 PM · Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    17345 Leslie St Ste 300, Newmarket, ON L3Y 0A4
    View profile for Green Conway and Associates - IG Private Wealth Management(905) 952-2023

  3. #3 TLC Credit & Debt Help

    Based in Barrie, 21 km away

    73/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.9★ from 166 Google reviews, listed on Google as “Financial advisor”.

    • 4.9★ from 166 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    92 Caplan Ave Ste 745, Barrie, ON L4N 9J2
    View profile for TLC Credit & Debt Help(866) 926-4700

  5. #5 Gane Financial

    Based in Barrie, 24 km away

    71/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 85 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 85 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–1 PM · Sat–Sun closed
    Address
    80 Mary St, Barrie, ON L4N 1T1
    View profile for Gane Financial(705) 733-9595

  7. #7 Dunbrook Associates

    Based in Barrie, 23 km away

    70/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.9★ from 92 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 92 Google reviews
    Hours
    Mon–Fri 9 AM–7 PM · Sat 10 AM–7 PM · Sun closed
    Address
    150 Dunlop St E #206, Barrie, ON L4M 6H1
    View profile for Dunbrook Associates(866) 730-7598

  8. #8 Homeguard Funding Ltd

    Based in Newmarket, 21 km away

    70/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.8★ from 76 Google reviews, listed on Google as “Investment service”.

    • 4.8★ from 76 Google reviews
    Hours
    Mon–Sat 9 AM–5 PM · Sun closed
    Address
    Inside the Investia Office, 17345 Leslie St, Newmarket, ON L3Y 0A4, #100, Newmarket, ON L3Y 0A4
    View profile for Homeguard Funding Ltd(905) 895-1777

  14. #14 TK Dale Wealth Inc.

    Based in Newmarket, 22 km away

    67/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 32 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 32 Google reviews
    Hours
    Mon–Fri 9:30 AM–4 PM · Sat–Sun closed
    Address
    71 Main St S, Newmarket, ON L3Y 3L5
    View profile for TK Dale Wealth Inc.(647) 250-7269

  17. #17 MCF Mortgage Investments

    Based in Aurora, 27 km away

    66/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.3★ from 76 Google reviews, listed on Google as “Investment service”.

    • 4.3★ from 76 Google reviews
    Hours
    Mon closed · Tue–Wed 8:30 AM–4:30 PM · Thu closed · Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    15423 Yonge St, Aurora, ON L4G 1P1
    View profile for MCF Mortgage Investments(905) 727-5479

  19. #19 Atlantis Financial Inc.

    Based in Barrie, 25 km away

    66/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 26 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 26 Google reviews
    Hours
    Mon–Fri 9 AM–4:30 PM · Sat–Sun closed
    Address
    48 Alliance Blvd #201, Barrie, ON L4M 5K3
    View profile for Atlantis Financial Inc.(705) 726-6884

  22. #22 Co-operators

    Based in Barrie, 18 km away

    65/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.0★ from 40 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 40 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    353 Saunders Rd #8, Barrie, ON L4N 9A3
    View profile for Co-operators(705) 735-2409

  23. #23 Podium Prosperity Group

    Based in Barrie, 25 km away

    65/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 22 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 22 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    54 Cedar Pointe Dr #1207, Barrie, ON L4N 5R7
    View profile for Podium Prosperity Group(705) 915-0200

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

financial advisors in Keswick, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Edward Jones - Financial Advisor: Sandra Yaquo, CEA®|DFSA™655.0★ (16)19 km
27Centum One Financial Group Inc.645.0★ (16)22 km
28Bell Financial Inc.644.9★ (22)28 km
29Wilimek Financial645.0★ (11)15 km
30Covenant Wealth Financial Services645.0★ (8)10 km
31BMO Bank of Montreal643.5★ (108)22 km
32Tamburro Carmichael - IG Private Wealth Management645.0★ (13)21 km
33Co-operators - Liut Insurance and Financial Inc644.0★ (31)22 km
34Scotiabank643.7★ (39)20 km
35BMO Bank of Montreal633.6★ (47)20 km
36Co-operators - Sandra Phekoo Financial Services Inc.634.3★ (39)34 km
37ShoresAhead Financial634.0★ (4)In Keswick
38The O'Donnell Group Insurance & Financial Solutions Inc.634.7★ (12)19 km
39Alan (AJ) Pieprzak - RBC Dominion Securities Inc.635.0★ (12)23 km
40Edward Jones - Financial Advisor: Matthew Dunlop635.0★ (17)31 km
41Scotiabank632.7★ (66)In Keswick
42Jeffery Cook - Walton Financial Group Inc.635.0★ (12)24 km
43John Fischer - Desjardins Financial Security Investments Inc - Barrie635.0★ (10)21 km
44Johnson Financial Group Inc.635.0★ (14)29 km
45BMO Bank of Montreal633.3★ (71)20 km
46Spence Lockie Group - IG Private Wealth Management625.0★ (8)21 km
47BMO Bank of Montreal623.4★ (66)27 km
48Siskos & Associates - CPA Tax & Accounting Services625.0★ (10)28 km
49CWP Financial Services Inc. (Sun Life Financial)625.0★ (7)22 km
50Carruthers Walker Financial615.0★ (9)28 km

Also serving Keswick

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 Keswick
BusinessGoogle ratingDistance
CIBC Business Banking: Jonathan Duck3.0★ (2)20 km
CIBC Financial Advisor: Hanadi MayaliIn Keswick
CIBC Financial Advisor: Phil BriggsIn Keswick
CIBC Financial Advisor: Stella Karakatsanis3.0★ (2)20 km
CIBC Financial Advisor: Tina JalalinejadIn Keswick
Edward Jones - Financial Advisor: David H Tran5.0★ (2)19 km
Edward Jones - Financial Advisor: Geoff MacPherson4.5★ (2)21 km
Edward Jones - Financial Advisor: Matt Patterson, CFP®|CEPA®In Keswick
Edward Jones - Financial Advisor: Samantha Bodger5.0★ (1)In Keswick
Financial Planning Logic3.0★ (2)17 km
HollisWealthIn Keswick
IPC Securities Corporation - Theresa Bartley5.0★ (2)22 km
Janette Geary - TD Financial PlannerIn Keswick
Liahona Capital Inc.5.0★ (2)20 km
Mark Su - TD Financial Planner5.0★ (1)In Keswick
MoneySimple4.5★ (2)22 km
Mortgage Alliance Accumetrix5.0★ (2)22 km
Mutual Funds PlaceIn Keswick
Senecal Group Private Wealth Management, Investors Group Securities Inc.5.0★ (2)22 km
Tyler Mcdonald - TD Financial PlannerIn Keswick

How we ranked Keswick financial advisors

We scored 121 Keswick 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 Keswick 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 Keswick: frequently asked questions

Which financial advisor has the highest RFA Score in Keswick?

By RFA Score, the highest-ranked financial advisor in Keswick, ON is Walton Financial Group Inc with an RFA Score of 75/100. It has 5.0★ from 284 Google reviews. Green Conway and Associates - IG Private Wealth Management (#2) and TLC Credit & Debt Help (#3) follow. We ranked 121 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Keswick?

RankedFinancialAdvisors ranks 121 financial advisors serving Keswick, ON. 2 of them are based in Keswick; 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 Keswick work on weekends?

29 of 121 ranked financial advisors post Saturday hours and 9 post Sunday hours. The highest-ranked open Saturdays are Money Gal Wealth Management (#4), Cherity Goerk Dominion Lending Centres TLC Mortgage Group- Your local Mortgage Broker (#6) and Dunbrook Associates (#7). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Keswick financial advisors have?

The median Google rating among 121 rated financial advisors in Keswick is 4.8★, with a median of 21 reviews. Walton Financial Group Inc has the most, 284 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 Keswick count in this ranking?

Yes, if they are within 40 km of the Keswick 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 Keswick 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 Keswick?

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 Keswick

  1. November 2026: RFA Scores recalculated for 121 financial advisors serving Keswick.

More financial advisors and Keswick pages