Skip to content

Financial Advisors in Midland, ON: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Midland: Larmand Group Private Wealth Management, IG Private Wealth Management, RFA Score 75/100; 5.0★ from 64 Google reviews.

  2. 33

    Most-reviewed: Scotiabank, 132 Google reviews at 2.6★, the most of 33 ranked; ranked #33.

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

33 Midland financial advisors are ranked here by RFA Score, from eight published factors. 5 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 33 rated firms.

Top 10 financial advisors in Midland 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 Midland at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Larmand Group Private Wealth Management, IG Private Wealth Management755.0★ (64)Midland—Top score
2Co-operators - Jill Charlebois-Richards Ins/Fin Services Inc744.8★ (73)Midland——
3Rockwater Wealth Management695.0★ (75)Orillia, 40 km away——
4Mudia Wellness Center685.0★ (17)MidlandSat · Evenings—
5Sunny The Mortgage Lady685.0★ (67)Collingwood, 38 km away——
6BMO Bank of Montreal663.6★ (24)Midland——
7Sun Life Midland - Roberta Courtemanche655.0★ (7)Midland——
8Aum Financial Solutions Inc.655.0★ (27)Collingwood, 35 km awaySat · Sun—
9Tom & Sheila Beck - Beck Financial Solutions Inc.643.7★ (9)Midland——
10Co-Operators - Kelly Financial Services Inc.644.8★ (20)Collingwood, 27 km away——

All 33 financial advisors in Midland, 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.

  5. #5 Sunny The Mortgage Lady

    Based in Collingwood, 38 km away

    68/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 67 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 67 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    64 Hurontario St Ste 144, Collingwood, ON L9Y 2L6
    View profile for Sunny The Mortgage Lady(705) 606-6846

  6. #6 BMO Bank of Montreal

    Based in Midland

    66/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 3.6★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 3.6★ from 24 Google reviews
    Hours
    Mon–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    243 King St, Midland, ON L4R 3M4
    View profile for BMO Bank of Montreal(705) 526-5491

  13. #13 Edward Jones - Financial Advisor: Melanie R Linkletter, CFP®|CIWM

    Based in Midland

    63/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon 9 AM–4:30 PM · Tue–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    525 Bay St Unit B, Midland, ON L4R 1L2
    View profile for Edward Jones - Financial Advisor: Melanie R Linkletter, CFP®|CIWM(705) 549-1314

  14. #14 Scotiabank

    Based in Midland

    63/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 2.4★ from 77 Google reviews, listed on Google as “Financial planner”.

    • 2.4★ from 77 Google reviews
    Hours
    Mon–Tue 9:30 AM–5 PM · Wed closed · Thu–Fri 9:30 AM–6 PM · Sat–Sun closed
    Address
    291 King St, Midland, ON L4R 4L3
    View profile for Scotiabank(705) 526-2237

  15. #15 Edward Jones - Financial Advisor: Brook Dyson, CFP®|CEA®

    Based in Collingwood, 39 km away

    63/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 19 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 19 Google reviews
    Hours
    Mon 8:30 AM–8:30 PM · Tue–Wed 8:30 AM–5 PM · Thu 8:30 AM–8:30 PM · Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    75 Third St Suite 101, Collingwood, ON L9Y 1K6
    View profile for Edward Jones - Financial Advisor: Brook Dyson, CFP®|CEA®(905) 319-1522

  19. #19 Scotiabank

    Based in Orillia, 40 km away

    60/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 3.5★ from 35 Google reviews, listed on Google as “Financial consultant”.

    • 3.5★ from 35 Google reviews
    Hours
    Mon–Tue 9:30 AM–4:30 PM · Wed closed · Thu 9:30 AM–5 PM · Fri 9:30 AM–6 PM · Sat–Sun closed
    Address
    56 Mississaga St E, Orillia, ON L3V 6K7
    View profile for Scotiabank(705) 325-1341

  20. #20 Scotiabank

    Based in Collingwood, 39 km away

    60/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 3.2★ from 68 Google reviews, listed on Google as “Financial consultant”.

    • 3.2★ from 68 Google reviews
    Hours
    Mon–Tue 9:30 AM–5 PM · Wed closed · Thu 9:30 AM–6 PM · Fri 9:30 AM–5 PM · Sat 9:30 AM–1 PM · Sun closed
    Address
    247 Hurontario St, Collingwood, ON L9Y 2M4
    View profile for Scotiabank(705) 445-0580

  21. #21 BMO Bank of Montreal

    Based in Collingwood, 38 km away

    59/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 3.0★ from 60 Google reviews, listed on Google as “Financial consultant”.

    • 3.0★ from 60 Google reviews
    Hours
    Mon–Wed 9:30 AM–5 PM · Thu–Fri 9:30 AM–6 PM · Sat 9:30 AM–4 PM · Sun closed
    Address
    25 Huron St, Collingwood, ON L9Y 1C3
    View profile for BMO Bank of Montreal(705) 445-3351

All 33 financial advisors

#1 to #25 are shown in full above. Here are #26 to #33, in RFA Score order; each links to its profile.

financial advisors in Midland, ranks 26 to 33
RankBusinessRFA ScoreGoogle ratingDistance
26SGR Wealth Management/Investia Financial Services575.0★ (4)38 km
27Alta Vista Planning Partners Inc.575.0★ (4)39 km
28Stransky & Associates Private Wealth Management - John Stransky, BA CFP RRC565.0★ (3)39 km
29HollisWealth565.0★ (3)40 km
30Larmand Group Private Wealth Management, IG Private Wealth Management565.0★ (3)40 km
31HarbourEdge Commercial Finance Corporation551.0★ (6)38 km
32MNP Debt - Licensed Insolvency Trustees Bankruptcy & Consumer Proposals515.0★ (13)40 km
33Scotiabank472.6★ (132)40 km

Also serving Midland

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 Midland
BusinessGoogle ratingDistance
Assante Capital Management Ltd.In Midland
Atherton Financial Group Inc5.0★ (2)In Midland
BMO Financial Planner: Julie Card-Levac5.0★ (1)In Midland
BMO Nesbitt Burns IncIn Midland
Chris King - TD Financial PlannerIn Midland
CIBC Financial Advisor: Jessica WicksIn Midland
Corporate Solutions Inc.5.0★ (1)In Midland
Deschamps Private Wealth Group of RBC Dominion Securities Inc.5.0★ (1)In Midland
IG Private Wealth Management - Paul Larmand, Senior ConsultantIn Midland
IPC Investment Corporation - Tim DunlopIn Midland
IPC Securities Corporation - Michael WebbIn Midland
Jeffrey Holloway - RBC Dominion Securities Inc.In Midland
Jennifer Barron - TD Account Manager Small BusinessIn Midland
Jennifer Mccans - TD Financial PlannerIn Midland
Michael Thor - TD Wealth Private Investment Advice4.0★ (1)In Midland
Midland of RBC Dominion Securities Inc.In Midland
Nick Rutherford - TD Financial PlannerIn Midland
Sarah Thor - TD Wealth Private Investment AdviceIn Midland
TD Wealth Private Investment AdviceIn Midland
Thor Wealth Management Group - TD Wealth Private Investment AdviceIn Midland

How we ranked Midland financial advisors

We scored 33 Midland 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 Midland 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 Midland: frequently asked questions

Which financial advisor has the highest RFA Score in Midland?

By RFA Score, the highest-ranked financial advisor in Midland, ON is Larmand Group Private Wealth Management, IG Private Wealth Management with an RFA Score of 75/100. It has 5.0★ from 64 Google reviews. Co-operators - Jill Charlebois-Richards Ins/Fin Services Inc (#2) and Rockwater Wealth Management (#3) follow. We ranked 33 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Midland?

RankedFinancialAdvisors ranks 33 financial advisors serving Midland, ON. 11 of them are based in Midland; 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 Midland work on weekends?

5 of 33 ranked financial advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Mudia Wellness Center (#4), Aum Financial Solutions Inc. (#8) and Scotiabank (#20). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Midland financial advisors have?

The median Google rating among 33 rated financial advisors in Midland is 5.0★, with a median of 15 reviews. Scotiabank has the most, 132 reviews, and ranks #33. 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 Midland count in this ranking?

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

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 Midland

  1. November 2026: RFA Scores recalculated for 33 financial advisors serving Midland.

More financial advisors and Midland pages