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Financial Planners in Ancaster, ON: 2026 rankings

184 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Ancaster: SPERGEL - Consumer Proposal & Licensed Insolvency Trustees, RFA Score 73/100; 4.9★ from 121 Google reviews.

  2. 2

    Most-reviewed: Co-operators - Carlos Soares Insurance Inc, 355 Google reviews at 4.9★, the most of 184 ranked; ranked #2.

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

184 Ancaster financial planners are ranked here by RFA Score, from eight published factors. 53 open Saturdays and 5 open Sundays, based on posted hours. The median Google rating is 4.5★ across 184 rated firms.

Most of this list also appears on the Financial planners in Hamilton ranking. See Financial planners in Hamilton

Top 10 financial planners in Ancaster 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 planners in Ancaster at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1SPERGEL - Consumer Proposal & Licensed Insolvency Trustees734.9★ (121)Hamilton, 10 km away—Top score
2Co-operators - Carlos Soares Insurance Inc724.9★ (355)Oakville, 37 km away—Most reviews
3Halton Consulting & Advisory Ltd - Accountant, Tax Return, Bookkeeping715.0★ (167)Milton, 34 km awayEvenings—
4Co-operators - BENNETT FINANCIAL SERVICES INC.705.0★ (148)Cambridge, 35 km away——
5Co-operators - Alfonsi Torosantucci Financial Group Inc694.7★ (80)Hamilton, 14 km away——
6Tom Winski, AMP - Mortgages695.0★ (82)Burlington, 27 km awaySat · Evenings—
7Co-operators - Richard Van Dyke Insurance Group Inc694.9★ (140)Guelph, 37 km away——
8Volpe Financial Solutions685.0★ (122)Oakville, 38 km away——
9Evolv Financial Solutions - Sun Life685.0★ (70)Burlington, 27 km awayEvenings—
10AK Consultancy Services Inc.685.0★ (92)Oakville, 34 km awaySat—

All 184 financial planners in Ancaster, 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.

  12. #12 Jenny Tate

    Based in Burlington, 26 km away

    68/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 64 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 64 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    5063 N Service Rd, Burlington, ON L7L 5H6
    View profile for Jenny Tate(647) 642-7249

  16. #16 The William Douglas Group/ Aligned Capital Partners - Wealth Management and Financial Planning

    Based in Burlington, 18 km away

    67/100RFA Score

    Ranked #16 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 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    1005 Skyview Dr #101, Burlington, ON L7P 5B1
    View profile for The William Douglas Group/ Aligned Capital Partners - Wealth Management and Financial Planning(888) 522-9494

  20. #20 Bromwich+Smith

    Based in Hamilton, 10 km away

    66/100RFA Score

    Ranked #20 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–Thu 8 AM–8 PM · Fri–Sun 8 AM–5 PM
    Address
    21 King St W 5th Floor, Hamilton, ON L8P 4W7
    View profile for Bromwich+Smith(855) 884-9243

  24. #24 Advize Agenci

    Based in Hamilton, 12 km away

    65/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.6★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 29 Google reviews
    Hours
    Mon–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    365 Barton St E, Hamilton, ON L8L 2X8
    View profile for Advize Agenci(905) 512-1369

How we ranked Ancaster financial planners

We scored 184 Ancaster financial planners 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 Ancaster 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in Ancaster: frequently asked questions

Which financial planner has the highest RFA Score in Ancaster?

By RFA Score, the highest-ranked financial planner in Ancaster, ON is SPERGEL - Consumer Proposal & Licensed Insolvency Trustees with an RFA Score of 73/100. It has 4.9★ from 121 Google reviews. Co-operators - Carlos Soares Insurance Inc (#2) and Halton Consulting & Advisory Ltd - Accountant, Tax Return, Bookkeeping (#3) follow. We ranked 184 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Ancaster?

RankedFinancialAdvisors ranks 184 financial planners serving Ancaster, ON. 2 of them are based in Ancaster; the rest serve it from nearby towns. Counts are as of November 2026.

Which financial planners in Ancaster work on weekends?

53 of 184 ranked financial planners post Saturday hours and 5 post Sunday hours. The highest-ranked open Saturdays are Tom Winski, AMP - Mortgages (#6), AK Consultancy Services Inc. (#10) and LSI ACCOUNTANTS & BOOKKEEPERS INC (#13). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Ancaster financial planners have?

The median Google rating among 184 rated financial planners in Ancaster is 4.5★, with a median of 22 reviews. Co-operators - Carlos Soares Insurance Inc has the most, 355 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 planners?

Each financial planner 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 planners outside Ancaster count in this ranking?

Yes, if they are within 40 km of the Ancaster city centre, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Ancaster ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planners in Ancaster?

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 planners 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 Ancaster

  1. November 2026: RFA Scores recalculated for 184 financial planners serving Ancaster.

More financial planners and Ancaster pages