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Financial Advisors in Willowdale, ON: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Willowdale: Questrade, RFA Score 76/100; 4.5★ from 6,781 Google reviews.

  2. 5

    Most-reviewed: Mak Tax & Accounting Services Inc., 1,293 Google reviews at 4.7★, the most of 812 ranked after Questrade; ranked #5.

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

812 Willowdale financial advisors are ranked here by RFA Score, from eight published factors. 217 open Saturdays and 61 open Sundays, based on posted hours. The median Google rating is 4.9★ across 812 rated firms.

Most of this list also appears on the Financial advisors in Toronto ranking. See Financial advisors in Toronto

Top 10 financial advisors in Willowdale 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 Willowdale at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Questrade764.5★ (6,781)North York, 2 km away—Top score
2Ascendant Financial Inc.755.0★ (638)East York, 5 km away——
3Ai Financial754.9★ (972)Markham, 7 km awayEvenings—
4National Debt Relief - Canada Debt Relief Professionals744.9★ (1,073)Vaughan, 11 km awaySat—
5Mak Tax & Accounting Services Inc.734.7★ (1,293)Scarborough, 12 km awaySatMost reviews
6CFS Wealth Management Inc.735.0★ (362)Vaughan, 11 km away——
7Longevity Wealth725.0★ (296)Toronto, 14 km awaySat · Sun · Evenings—
8SPERGEL - Consumer Proposal & Licensed Insolvency Trustees724.9★ (286)Toronto, 11 km awayEvenings—
9Novel Wealth725.0★ (259)Toronto, 13 km away——
10CL Financial715.0★ (134)East York, 5 km away——

All 812 financial advisors in Willowdale, 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 Willowdale

    #1 Questrade

    Based in North York, 2 km away

    76/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.5★ from 6,781 Google reviews, listed on Google as “Investment service”.

    • 4.5★ from 6,781 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    5700 Yonge St, North York, ON M2M 4K2
    View profile for Questrade(888) 783-7866

  3. #3 Ai Financial

    Based in Markham, 7 km away

    75/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.9★ from 972 Google reviews, listed on Google as “Investment service”.

    • 4.9★ from 972 Google reviews
    Hours
    Mon–Fri 10 AM–6:30 PM · Sat–Sun closed
    Address
    3000 Steeles Ave E #303, Markham, ON L3R 1A3
    View profile for Ai Financial(905) 418-4848

  7. #7 Longevity Wealth

    Based in Toronto, 14 km away

    72/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 296 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 296 Google reviews
    Hours
    Mon–Sun 9 AM–9 PM
    Address
    21 Atlantic Ave C, Toronto, ON M6K 3E7
    View profile for Longevity Wealth(416) 904-3904

  9. #9 Novel Wealth

    Based in Toronto, 13 km away

    72/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 259 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 259 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    25A Morrow Ave Ste 202, Toronto, ON M6R 2H9
    View profile for Novel Wealth(416) 203-9500

  10. #10 CL Financial

    Based in East York, 5 km away

    71/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 134 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 134 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    150 Consumers Rd Ste 306, North York, ON M2J 1P9
    View profile for CL Financial(416) 498-1688

  15. #15 Access Rebates

    Based in Mississauga, 28 km away

    70/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 411 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 411 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    200 Matheson Blvd W Ste 200, Mississauga, ON L5R 3L7
    View profile for Access Rebates(905) 678-6368

  16. #16 The Money Mint

    Based in Mississauga, 20 km away

    70/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.9★ from 276 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 276 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2600 Skymark Ave Bldg 10, Unit 104, Mississauga, ON L4W 5B2
    View profile for The Money Mint(905) 366-4323

  17. #17 Armen Martirosyan

    Based in Markham, 9 km away

    70/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 105 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 105 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    625 Cochrane Dr #610, Markham, ON L3R 9R9
    View profile for Armen Martirosyan(416) 786-4777

  18. #18 Insurance Explorer Inc.

    Based in Etobicoke, 19 km away

    70/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.9★ from 239 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 239 Google reviews
    Hours
    Mon–Fri 10 AM–9 PM · Sat 10 AM–6 PM · Sun closed
    Address
    5409 Eglinton Ave W, Etobicoke, ON M9C 5K6, Unit, Etobicoke, ON 207
    View profile for Insurance Explorer Inc.(647) 928-1565

  19. #19 LSP Canada

    Based in Toronto, 11 km away

    70/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 111 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 111 Google reviews
    Hours
    Mon–Fri 9 AM–7 PM · Sat–Sun closed
    Address
    686 Yonge St, Toronto, ON M4Y 2A6
    View profile for LSP Canada(416) 391-7169

  20. #20 SG Wealth Management

    Based in Markham, 7 km away

    70/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 80 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 80 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    7030 Woodbine Ave #500, Markham, ON L3R 6G2
    View profile for SG Wealth Management(647) 889-7290

  21. #21 Bromwich+Smith

    Based in Scarborough, 12 km away

    70/100RFA Score

    Ranked #21 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

  23. #23 Newcastle Financial

    Based in Toronto, 10 km away

    69/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 91 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 91 Google reviews
    Hours
    Mon–Thu 8 AM–8 PM · Fri 8 AM–2 PM · Sat closed · Sun 9 AM–3 PM
    Address
    112 Avenue Rd Upper Level, Toronto, ON M5R 2H4
    View profile for Newcastle Financial(647) 646-6523

How we ranked Willowdale financial advisors

We scored 812 Willowdale 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 Willowdale 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 Willowdale: frequently asked questions

Which financial advisor has the highest RFA Score in Willowdale?

By RFA Score, the highest-ranked financial advisor in Willowdale, ON is Questrade with an RFA Score of 76/100. It has 4.5★ from 6,781 Google reviews. Ascendant Financial Inc. (#2) and Ai Financial (#3) follow. We ranked 812 financial advisors on eight factors, last updated November 9, 2026.

Which financial advisors in Willowdale work on weekends?

217 of 812 ranked financial advisors post Saturday hours and 61 post Sunday hours. The highest-ranked open Saturdays are National Debt Relief - Canada Debt Relief Professionals (#4), Mak Tax & Accounting Services Inc. (#5) and Longevity Wealth (#7). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Willowdale financial advisors have?

The median Google rating among 812 rated financial advisors in Willowdale is 4.9★, with a median of 14 reviews. Questrade has the most, 6,781 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 Willowdale count in this ranking?

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

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 Willowdale

  1. November 2026: RFA Scores recalculated for 812 financial advisors serving Willowdale.
  2. November 2026: 2 duplicate listings merged.

More financial advisors and Willowdale pages