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Financial Advisors in Quinte West, ON: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Quinte West: Co-operators - Chad Buell & Associates Inc, RFA Score 66/100; 4.3★ from 55 Google reviews.

  2. 15

    Most-reviewed: Scotiabank, 111 Google reviews at 2.1★, the most of 24 ranked; ranked #15.

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

24 Quinte West financial advisors are ranked here by RFA Score, from eight published factors. 3 open Saturdays, based on posted hours. The median Google rating is 4.0★ across 24 rated firms.

Top 10 financial advisors in Quinte West 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 Quinte West at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Co-operators - Chad Buell & Associates Inc664.3★ (55)Belleville, 14 km awayTop score
2Tonia Donaldson - Secura Financial Group655.0★ (30)Belleville, 14 km away—
3Co-operators - Paul M Reed Insurance Agency Ltd.634.3★ (22)Quinte West—
4Scotiabank612.6★ (70)Quinte West—
5Trenval Business Development Corp614.7★ (15)Belleville, 11 km away—
6BMO Bank of Montreal602.5★ (51)Quinte West—
7Lighthouse Wealth Management594.5★ (8)Quinte West—
8Clearwater Services594.5★ (8)Quinte West—
9Scotiabank592.7★ (67)Belleville, 15 km away—
10BMO Bank of Montreal593.2★ (26)Belleville, 15 km away—

All 24 financial advisors in Quinte West, 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.

  4. #4 Scotiabank

    Based in Quinte West

    61/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 2.6★ from 70 Google reviews, listed on Google as “Financial planner”.

    • 2.6★ from 70 Google reviews
    Hours
    Mon–Tue 9:30 AM–5 PM · Wed closed · Thu–Fri 9:30 AM–6 PM · Sat–Sun closed
    Address
    68 Dundas St W, Trenton, ON K8V 3P3
    View profile for Scotiabank(613) 392-2531

  6. #6 BMO Bank of Montreal

    Based in Quinte West

    60/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 2.5★ from 51 Google reviews, listed on Google as “Financial planner”.

    • 2.5★ from 51 Google reviews
    Hours
    Mon–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    55 Dundas St W, Trenton, ON K8V 3P4
    View profile for BMO Bank of Montreal(613) 392-9216

  8. #8 Clearwater Services

    Based in Quinte West

    59/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.5★ from 8 Google reviews, listed on Google as “Financial consultant”.

    • 4.5★ from 8 Google reviews
    Address
    39 Trent pbox173, Frankford, ON K0K 2C0
    View profile for Clearwater Services

  9. #9 Scotiabank

    Based in Belleville, 15 km away

    59/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 2.7★ from 67 Google reviews, listed on Google as “Financial planner”.

    • 2.7★ from 67 Google reviews
    Hours
    Mon–Tue 9:30 AM–5 PM · Wed closed · Thu–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    175 Front St, Belleville, ON K8N 2Y9
    View profile for Scotiabank(613) 967-6700

  10. #10 BMO Bank of Montreal

    Based in Belleville, 15 km away

    59/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 3.2★ from 26 Google reviews, listed on Google as “Financial planner”.

    • 3.2★ from 26 Google reviews
    Hours
    Mon–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    201 Front St, Belleville, ON K8N 5A4
    View profile for BMO Bank of Montreal(613) 967-4300

  12. #12 BMO Bank of Montreal

    Based in Belleville, 13 km away

    58/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 2.2★ from 100 Google reviews, listed on Google as “Financial planner”.

    • 2.2★ from 100 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
    192 Bell Blvd, Belleville, ON K8P 5L2
    View profile for BMO Bank of Montreal(613) 967-4315

  14. #14 Wilkinson & Company LLP

    Based in Belleville, 12 km away

    57/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 3.7★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 3.7★ from 11 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    888 Sidney St, Belleville, ON K8N 4Z5
    View profile for Wilkinson & Company LLP(613) 966-5105

  15. #15 Scotiabank

    Based in Belleville, 13 km away

    57/100RFA Score

    Ranked #15 because of specialty focus and its Google rating: listed on Google as “Financial planner”, 2.1★ from 111 Google reviews.

    • 2.1★ from 111 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–3 PM · Sun closed
    Address
    90 Bell Blvd, Belleville, ON K8P 2L7
    View profile for Scotiabank(613) 967-6750

  16. #16 Paula Meier Associates Inc

    Based in Quinte West

    56/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    23 Doxsee Ave N, Campbellford, ON K0L 1L0
    View profile for Paula Meier Associates Inc(705) 653-1606

  18. #18 BMO Bank of Montreal

    Based in Prince Edward, 38 km away

    55/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.4★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 14 Google reviews
    Hours
    Mon–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    30 George Wright Blvd UNIT E1, Picton, ON K0K 2T0
    View profile for BMO Bank of Montreal(613) 476-2131

  20. #20 Forward Finances

    Based in Belleville, 14 km away

    54/100RFA Score

    Ranked #20 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–Fri 9:30 AM–4:30 PM · Sat–Sun closed
    Address
    16 Kipling Dr, Belleville, ON K8N 0C9
    View profile for Forward Finances(613) 967-9669

  22. #22 Scotiabank

    Based in Prince Edward, 39 km away

    53/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 2.9★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 2.9★ from 21 Google reviews
    Hours
    Mon–Tue 9:30 AM–4 PM · Wed closed · Thu–Fri 9:30 AM–4 PM · Sat–Sun closed
    Address
    211 Picton Main St, Picton, ON K0K 2T0
    View profile for Scotiabank(613) 476-3207

  23. #23 NCO Financial

    Based in Belleville, 14 km away

    53/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 1.0★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 1.0★ from 8 Google reviews
    Hours
    Mon–Tue 12 PM–8:30 PM · Wed–Thu 8 AM–4:30 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    205 N Front St r4, Belleville, ON K8P 3C2
    View profile for NCO Financial(866) 378-2732

Also serving Quinte West

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 Quinte West
BusinessGoogle ratingDistance
Active Wealth Management Inc.5.0★ (2)14 km
Allan Consultants Inc, formally, Forgrave Financial Services5.0★ (2)In Quinte West
Charlton Financial5.0★ (2)21 km
Christian Jaehn-Kreibaum - Raymond James Ltd.5.0★ (1)In Quinte West
CIBC Financial Advisor: Christine WilsonIn Quinte West
CIBC Financial Advisor: Jessica LeRicheIn Quinte West
CIBC Financial Advisor: Rebecca TaylorIn Quinte West
CIBC Financial Advisor: Sarah Brant5.0★ (1)In Quinte West
Financière SISIP Financial5.0★ (1)In Quinte West
IG Wealth Management3.0★ (2)13 km
IG Wealth Management - Barbara Shuster, CFP TEP RRC5.0★ (1)13 km
IG Wealth Management - Lindsay Hutchinson, B A5.0★ (1)13 km
Innovex Financial ServicesIn Quinte West
Joanna Cameron - BMO Financial Planner5.0★ (2)9 km
Loyalist Investment Centre4.0★ (1)13 km
Michael Pascoli - BMO Investment Funds SpecialistIn Quinte West
S & A Investments1.0★ (2)14 km
Stirling Financial Group5.0★ (1)In Quinte West
Wendy Kellar, Financial ServicesIn Quinte West
Yvonne Weatherell - Raymond James Ltd.5.0★ (2)In Quinte West

How we ranked Quinte West financial advisors

We scored 24 Quinte West 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 Quinte West 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 Quinte West: frequently asked questions

Which financial advisor has the highest RFA Score in Quinte West?

By RFA Score, the highest-ranked financial advisor in Quinte West, ON is Co-operators - Chad Buell & Associates Inc with an RFA Score of 66/100. It has 4.3★ from 55 Google reviews. Tonia Donaldson - Secura Financial Group (#2) and Co-operators - Paul M Reed Insurance Agency Ltd. (#3) follow. We ranked 24 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Quinte West?

RankedFinancialAdvisors ranks 24 financial advisors serving Quinte West, ON. 6 of them are based in Quinte West; 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 Quinte West work on weekends?

3 of 24 ranked financial advisors post Saturday hours. The highest-ranked open Saturdays are BMO Bank of Montreal (#12), Scotiabank (#15) and Goldhar & Associates Ltd., Licensed Insolvency Trustee. (#21). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Quinte West financial advisors have?

The median Google rating among 24 rated financial advisors in Quinte West is 4.0★, with a median of 14 reviews. Scotiabank has the most, 111 reviews, and ranks #15. 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 Quinte West count in this ranking?

Yes, if they are within 40 km of the Quinte West 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 Quinte West 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 Quinte West?

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 Quinte West

  1. November 2026: RFA Scores recalculated for 24 financial advisors serving Quinte West.

More financial advisors and Quinte West pages