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Financial Advisors in Simcoe, ON: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Simcoe: Co-operators - Irons Financial Services Inc., RFA Score 78/100; 5.0★ from 141 Google reviews.

  2. 30

    Most-reviewed: Scotiabank, 102 Google reviews at 2.9★, the most of 39 ranked after Co-operators - Irons Financial Services Inc.; ranked #30.

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

39 Simcoe financial advisors are ranked here by RFA Score, from eight published factors. 4 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 4.8★ across 39 rated firms.

Top 10 financial advisors in Simcoe 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 Simcoe at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Co-operators - Irons Financial Services Inc.785.0★ (141)Simcoe—Top score
2Brewitt Financial725.0★ (41)Norfolk County, 8 km away——
3Edward Jones - Financial Advisor: Jane Bradley, CEA®|DFSA™695.0★ (13)Simcoe——
4Co-operators - Mark Smith Financial Services Inc684.6★ (12)Simcoe——
5Tyler Horton - BMO Financial Planner684.9★ (10)Simcoe——
6IG Private Wealth Management - GAUDET GROUP PRIVATE WEALTH MANAGEMENT675.0★ (45)Brantford, 38 km away——
7Boopathy Srinivasan - Life & Health Insurance, Investments & Real Estate Services665.0★ (34)Brantford, 39 km awaySat · Sun · Evenings—
8Millards Chartered Professional Accountants Brantford664.6★ (36)Brantford, 35 km away——
9Co-operators - McNaughton Agency Inc654.6★ (32)Brantford, 34 km away——
10Harvey & Daleo Group - GREGORY HARVEY, B.A.Hon., B.Ed., CFP644.0★ (4)Simcoe——

All 39 financial advisors in Simcoe, 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.

  2. #2 Brewitt Financial

    Based in Norfolk County, 8 km away

    72/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 41 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 41 Google reviews
    Hours
    Mon–Thu 9 AM–4:30 PM · Fri 9 AM–12 PM · Sat–Sun closed
    Address
    697 Norfolk County Hwy 6 #1B, Port Dover, ON N0A 1N2
    View profile for Brewitt Financial(226) 440-6453

  13. #13 BMO Bank of Montreal

    Based in Simcoe

    64/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 2.3★ from 31 Google reviews, listed on Google as “Financial planner”.

    • 2.3★ from 31 Google reviews
    Hours
    Mon–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    23 Norfolk St S, Simcoe, ON N3Y 2V8
    View profile for BMO Bank of Montreal(519) 426-1860

  19. #19 BMO Bank of Montreal

    Based in Brantford, 36 km away

    62/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 3.4★ from 81 Google reviews, listed on Google as “Financial planner”.

    • 3.4★ from 81 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
    195 Henry St, Brantford, ON N3S 5C9
    View profile for BMO Bank of Montreal(519) 753-7329

  21. #21 Scotiabank

    Based in Brantford, 33 km away

    61/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 3.1★ from 77 Google reviews, listed on Google as “Financial planner”.

    • 3.1★ from 77 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–Sun closed
    Address
    340 Colborne St W, Brantford, ON N3T 1M2
    View profile for Scotiabank(519) 751-2622

  24. #24 BMO Bank of Montreal

    Based in Brantford, 34 km away

    60/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 3.0★ from 44 Google reviews, listed on Google as “Financial planner”.

    • 3.0★ from 44 Google reviews
    Hours
    Mon–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    57 Market St, Brantford, ON N3T 2Z6
    View profile for BMO Bank of Montreal(519) 756-2700

All 39 financial advisors

#1 to #25 are shown in full above. Here are #26 to #39, in RFA Score order; each links to its profile.

financial advisors in Simcoe, ranks 26 to 39
RankBusinessRFA ScoreGoogle ratingDistance
26SPERGEL - Consumer Proposal & Licensed Insolvency Trustees605.0★ (6)35 km
27Ferfolia Insurance & Investment Inc605.0★ (6)36 km
28SUNLIFE FINANCIAL - P. Gordon Richards @ RICHARDS INSURANCE & FINANCIAL SOLUTIONS INC603.8★ (5)31 km
29Tandia Financial - Brantford Branch604.8★ (95)37 km
30Scotiabank592.9★ (102)38 km
31Brittain Group Financial Services595.0★ (5)38 km
32IG Private Wealth Management - Harvey & Daleo Group, RRC595.0★ (5)38 km
33Edward Jones - Financial Advisor: Jason Morgan595.0★ (5)39 km
34BDO Canada LLP - Brantford593.3★ (9)39 km
35Grand Financial Planning584.3★ (3)36 km
36IG Wealth Management573.7★ (3)38 km
37MNP Debt - Licensed Insolvency Trustees Bankruptcy & Consumer Proposals564.9★ (38)37 km
38Scotiabank552.8★ (42)In Simcoe
39SOUTH COAST FINANCIAL SERVICES Inc.- BRANTFORD494.2★ (5)39 km

Also serving Simcoe

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 Simcoe
BusinessGoogle ratingDistance
Ana Jayne - RBC Dominion Securities Inc.In Simcoe
BMO Nesbitt Burns IncIn Simcoe
CIBC Financial Advisor: Atrecia Campbell-WilsonIn Simcoe
CIBC Financial Advisor: Justin LongpreIn Simcoe
CIBC Financial Advisor: Victoria MillerIn Simcoe
CIBC Mortgage Advisor: Adam WalkerIn Simcoe
CIBC Mortgage Advisor: Lise MortonIn Simcoe
CIBC Mortgage Advisor: Sheryl WilliamsIn Simcoe
CIBC Wood Gundy Simcoe Branch5.0★ (1)In Simcoe
Haley McIntosh - RBC Dominion Securities Inc.In Simcoe
IG Wealth Management - Jim Pettersen, PFP RRC1.0★ (1)In Simcoe
Investors Group5.0★ (1)In Simcoe
IPC Investment Corporation - Julia Easey, Financial AdvisorIn Simcoe
Jessica Durka - BMO Nesbitt Burns5.0★ (1)In Simcoe
John Neil - BMO Nesbitt BurnsIn Simcoe
Lynn Gotkowski CFP Scotiabank Financial Planner and Investment SpecialistIn Simcoe
Nicholas Chiarot - BMO Investment Funds SpecialistIn Simcoe
S R Newton Financial Svc IncIn Simcoe
Simcoe of RBC Dominion Securities Inc.In Simcoe
The Belous Private Wealth Management Group of RBC Dominion Securities Inc.In Simcoe

How we ranked Simcoe financial advisors

We scored 39 Simcoe 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 Simcoe 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 Simcoe: frequently asked questions

Which financial advisor has the highest RFA Score in Simcoe?

By RFA Score, the highest-ranked financial advisor in Simcoe, ON is Co-operators - Irons Financial Services Inc. with an RFA Score of 78/100. It has 5.0★ from 141 Google reviews. Brewitt Financial (#2) and Edward Jones - Financial Advisor: Jane Bradley, CEA®|DFSA™ (#3) follow. We ranked 39 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Simcoe?

RankedFinancialAdvisors ranks 39 financial advisors serving Simcoe, ON. 9 of them are based in Simcoe; 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 Simcoe work on weekends?

4 of 39 ranked financial advisors post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are Boopathy Srinivasan - Life & Health Insurance, Investments & Real Estate Services (#7) and BMO Bank of Montreal (#19). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Simcoe financial advisors have?

The median Google rating among 39 rated financial advisors in Simcoe is 4.8★, with a median of 14 reviews. Co-operators - Irons Financial Services Inc. has the most, 141 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 Simcoe count in this ranking?

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

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 Simcoe

  1. November 2026: RFA Scores recalculated for 39 financial advisors serving Simcoe.

More financial advisors and Simcoe pages