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Financial Advisors in Oshawa, ON: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Oshawa: Ben Aldridge, Landbridge Financial Solutions - Sun Life, RFA Score 73/100; 5.0★ from 263 Google reviews; open Saturdays until 4 PM.

  2. 2

    Most-reviewed: Mak Tax & Accounting Services Inc., 1,293 Google reviews at 4.7★, the most of 163 ranked; ranked #2.

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

163 Oshawa financial advisors are ranked here by RFA Score, from eight published factors. 50 open Saturdays and 17 open Sundays, based on posted hours. The median Google rating is 4.8★ across 163 rated firms.

Top 10 financial advisors in Oshawa 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 Oshawa at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Ben Aldridge, Landbridge Financial Solutions - Sun Life735.0★ (263)Ajax, 15 km awaySat · EveningsTop score
2Mak Tax & Accounting Services Inc.724.7★ (1,293)Scarborough, 34 km awaySatMost reviews
3Harmer Wealth Management Corp.725.0★ (86)OshawaSat—
4INFORCE WEALTH MANAGEMENT715.0★ (157)Ajax, 17 km away——
5Conor Amyot - IG Wealth Management705.0★ (62)Oshawa——
6Co-operators - Lina Valadao Insurance Agency Inc704.4★ (128)Oshawa——
7Financial Planner I B G Financial Corp. I The Max Financial | Brandon Gurley I Financial Advisor I Group Benefits694.9★ (47)OshawaEvenings—
8Edward Jones - Financial Advisor: Lisa E Currie, PFP®684.9★ (43)Oshawa——
9My Cha-Ching685.0★ (35)Oshawa——
10Legacy Financial685.0★ (94)East York, 26 km away——

All 163 financial advisors in Oshawa, 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.

  7. #7 Financial Planner I B G Financial Corp. I The Max Financial | Brandon Gurley I Financial Advisor I Group Benefits

    Based in Oshawa

    69/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.9★ from 47 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 47 Google reviews
    Hours
    Mon–Thu 8:30 AM–9 PM · Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    158 Centre St S, Oshawa, ON L1H 4A4
    View profile for Financial Planner I B G Financial Corp. I The Max Financial | Brandon Gurley I Financial Advisor I Group Benefits(905) 419-9499

  9. #9 My Cha-Ching

    Based in Oshawa

    68/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 35 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 35 Google reviews
    Hours
    Mon–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    285 Taunton Rd E Ste 118, Oshawa, ON L1G 3V2
    View profile for My Cha-Ching(416) 635-9117

  10. #10 Legacy Financial

    Based in East York, 26 km away

    68/100RFA Score

    Ranked #10 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

  13. #13 Bromwich+Smith

    Based in Scarborough, 35 km away

    67/100RFA Score

    Ranked #13 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

  14. #14 True Wealth Advisors

    Based in Oshawa

    67/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 25 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 25 Google reviews
    Hours
    Mon–Fri 10 AM–4 PM · Sat–Sun closed
    Address
    50 Richmond St E Unit 119 Firm #2010, Oshawa, ON L1G 7C9
    View profile for True Wealth Advisors(647) 277-4888

  16. #16 Smartcentinvesting

    Based in Oshawa

    66/100RFA Score

    Ranked #16 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–Sun 9 AM–6 PM
    Address
    1061 Beaver Valley Crescent, Oshawa, ON L1J 8N2
    View profile for Smartcentinvesting(647) 624-1910

  19. #19 Michael Knapp

    Based in Ajax, 5 km away

    65/100RFA Score

    Ranked #19 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

  23. #23 Wealth Bridge

    Based in Pickering, 20 km away

    65/100RFA Score

    Ranked #23 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

  25. #25 Kothai Accounting l Accounting, Tax and Bookkeeping Services

    Based in Ajax, 15 km away

    64/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.7★ from 31 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 31 Google reviews
    Hours
    Mon closed · Tue–Thu 12:30 PM–5:30 PM · Fri–Sat closed · Sun 12:30 PM–6 PM
    Address
    1901 Harwood Ave N Unit 30-1, Ajax, ON L1T 0K8
    View profile for Kothai Accounting l Accounting, Tax and Bookkeeping Services(416) 669-3446

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

financial advisors in Oshawa, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26We Listen - Financial Planning Solutions645.0★ (25)15 km
27Capesky Insurance & Wealth Management Inc644.7★ (13)In Oshawa
28Andreoli Financial Services Inc635.0★ (54)38 km
29Chartren Dutka Wealth & Legacy Partners | CI Assante Wealth Management Ltd.634.9★ (10)In Oshawa
30Edward Jones - Financial Advisor: Joshua Orth634.9★ (31)24 km
31Co-operators634.8★ (23)16 km
32Daniel Vicente-BMO Financial Planner635.0★ (7)In Oshawa
33Scotiabank633.2★ (83)In Oshawa
34BMO Bank of Montreal623.2★ (72)In Oshawa
35Lennox Financial Group Inc.624.8★ (21)19 km
36Hadriana Leo625.0★ (20)20 km
37Kalyta Financial Solutions625.0★ (15)15 km
38Melinda Hu |CFP| 加拿大注册财务规划师625.0★ (37)36 km
39Hammond Financial625.0★ (15)16 km
40Edward Jones - Financial Advisor: Peter Grozdanis625.0★ (6)In Oshawa
41Sage Advice Financial - Investments - Life Insurance625.0★ (6)In Oshawa
42Jacqueline Soong, Desjardins Financial Security625.0★ (41)39 km
43Vaillancourt Wealth Management624.5★ (6)In Oshawa
44Edward Jones - Financial Advisor: Michael Broad625.0★ (28)33 km
45Ready Capital Mortgage Investment Trust625.0★ (32)37 km
46Roche Financial Group613.7★ (7)In Oshawa
47Co-operators - Neil Rathee Insurance Agency Inc614.2★ (19)16 km
48Paragon Wealth Management - Raymond James615.0★ (4)In Oshawa
49SDG, Chartered Professional Accountant614.7★ (43)40 km
50Tax Doctors Canada614.8★ (26)33 km

Also serving Oshawa

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 Oshawa
BusinessGoogle ratingDistance
BMO Private Wealth1.0★ (1)In Oshawa
CIBC Business Advisor: Ahmed Hossain3.5★ (2)In Oshawa
CIBC Financial Advisor: Jacob O'Malley5.0★ (1)In Oshawa
CIBC Financial Advisor: Richard LeBarron3.0★ (2)In Oshawa
CIBC Financial Advisor: Stephan Fernandes3.0★ (2)In Oshawa
CIBC Financial Advisor: Teena Patel1.0★ (1)In Oshawa
CIBC Mortgage Advisor: Jethusan Rangeswaran5.0★ (1)In Oshawa
Credit Increase Canada5.0★ (2)In Oshawa
Edward Jones5.0★ (1)In Oshawa
Edward Jones - Financial Advisor: Angelo Di Flumeri5.0★ (2)In Oshawa
Fred Cacciotti CLU5.0★ (1)In Oshawa
Goals Based Financial Planning Inc.3.0★ (2)In Oshawa
IG Wealth Management - ERIK SMITH5.0★ (2)In Oshawa
John Ivicic - TD Financial Planner5.0★ (2)In Oshawa
On Point Wealth & Risk Management5.0★ (2)In Oshawa
Planning with Bobby5.0★ (2)In Oshawa
Premi Sivanantham - TD Retail Investment Specialist5.0★ (1)In Oshawa
Ridgepoint Wealth Management5.0★ (2)In Oshawa
Simpson John & Associates5.0★ (1)In Oshawa
TaxAssist Accountants5.0★ (2)In Oshawa

How we ranked Oshawa financial advisors

We scored 163 Oshawa 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 Oshawa 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 Oshawa: frequently asked questions

Which financial advisor has the highest RFA Score in Oshawa?

By RFA Score, the highest-ranked financial advisor in Oshawa, ON is Ben Aldridge, Landbridge Financial Solutions - Sun Life with an RFA Score of 73/100. It has 5.0★ from 263 Google reviews. It is open Saturdays until 4 PM. Mak Tax & Accounting Services Inc. (#2) and Harmer Wealth Management Corp. (#3) follow. We ranked 163 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Oshawa?

RankedFinancialAdvisors ranks 163 financial advisors serving Oshawa, ON. 24 of them are based in Oshawa; 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 Oshawa work on weekends?

50 of 163 ranked financial advisors post Saturday hours and 17 post Sunday hours. The highest-ranked open Saturdays are Ben Aldridge, Landbridge Financial Solutions - Sun Life (#1), Mak Tax & Accounting Services Inc. (#2) and Harmer Wealth Management Corp. (#3). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Oshawa financial advisors have?

The median Google rating among 163 rated financial advisors in Oshawa is 4.8★, with a median of 19 reviews. Mak Tax & Accounting Services Inc. has the most, 1,293 reviews, and ranks #2. 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 Oshawa count in this ranking?

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

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 Oshawa

  1. November 2026: RFA Scores recalculated for 163 financial advisors serving Oshawa.

More financial advisors and Oshawa pages