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Financial Planners in Brant, ON: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Brant: JCMortgages.ca FSRA #13637, RFA Score 77/100; 5.0★ from 595 Google reviews.

  2. 2

    Most-reviewed: Green Private Wealth, 161 Google reviews at 5.0★, the most of 109 ranked after JCMortgages.ca FSRA #13637; ranked #2.

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

109 Brant financial planners are ranked here by RFA Score, from eight published factors. 19 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 4.6★ across 109 rated firms.

Top 10 financial planners in Brant 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 Brant at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1JCMortgages.ca FSRA #13637775.0★ (595)Kitchener, 15 km away—Top score
2Green Private Wealth705.0★ (161)Woodstock, 31 km away—Most reviews
3Co-operators - BENNETT FINANCIAL SERVICES INC.705.0★ (148)Cambridge, 31 km away——
4Co-operators - Irons Financial Services Inc.695.0★ (141)Simcoe, 33 km away——
5Millards Chartered Professional Accountants Brantford674.6★ (36)Brantford, 7 km away——
6Independent Financial Strategies665.0★ (68)Cambridge, 34 km awaySat · Evenings—
7Co-operators - McNaughton Agency Inc664.6★ (32)Brantford, 7 km away——
8Mortgage Architects Bennett Capital Group655.0★ (67)Kitchener, 38 km awaySat · Sun · Evenings—
9Co-operators - The Norbruis Group Inc654.6★ (25)Brantford, 9 km away——
10Arete Financial655.0★ (49)Cambridge, 33 km away——

All 109 financial planners in Brant, 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 Green Private Wealth

    Based in Woodstock, 31 km away

    70/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 161 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 161 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    112 Springbank Ave, Woodstock, ON N4S 7P8
    View profile for Green Private Wealth(888) 539-8212

  10. #10 Arete Financial

    Based in Cambridge, 33 km away

    65/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 49 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 49 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    310 Queen St W, Cambridge, ON N3C 1G7
    View profile for Arete Financial(519) 651-2572

  11. #11 Gillespie Financial

    Based in Cambridge, 32 km away

    64/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 40 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 40 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    240 Holiday Inn Dr Unit Z, 2nd Floor, Cambridge, ON N3C 3X4
    View profile for Gillespie Financial(519) 620-1224

  16. #16 Brewitt Financial

    Based in Norfolk County, 39 km away

    63/100RFA 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–4:30 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

  17. #17 BMO Bank of Montreal

    Based in Brantford, 9 km away

    63/100RFA Score

    Ranked #17 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, 5 km away

    62/100RFA 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

  23. #23 LSP Canada

    Based in Kitchener, 35 km away

    62/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.8★ from 32 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 32 Google reviews
    Hours
    Mon 10 AM–7 PM · Tue 10 AM–8 PM · Wed–Thu closed · Fri 10 AM–7 PM · Sat–Sun closed
    Address
    825 Weber St E #8, Kitchener, ON N2H 1H5
    View profile for LSP Canada(519) 900-1280

Financial planners 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 109 ranked financial planners here; the rest are on their profiles.

financial planners in Brant, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Co-operators - McNaughton Agency Paris Inc624.1★ (8)7 km
27Ledgers (Kitchener)624.9★ (28)38 km
28Co-operators - McHarg Insurance and Investments Inc624.7★ (23)31 km
29SPERGEL - Consumer Proposal & Licensed Insolvency Trustees625.0★ (6)9 km
30BMO Bank of Montreal623.8★ (49)26 km
31BMO Bank of Montreal613.0★ (44)7 km
32Brittain Group Financial Services615.0★ (5)8 km
33BMO Bank of Montreal613.0★ (24)7 km
34SUNLIFE FINANCIAL - P. Gordon Richards @ RICHARDS INSURANCE & FINANCIAL SOLUTIONS INC613.8★ (5)5 km
35IG Private Wealth Management - Harvey & Daleo Group, RRC615.0★ (5)11 km
36Scotiabank612.9★ (102)10 km
37Dynamic Financial Corporation613.4★ (8)9 km
38KLT Wealth Management615.0★ (21)40 km
39BDO Canada LLP - Brantford603.3★ (9)10 km
40Frost Wealth Management - iA Private Wealth605.0★ (20)40 km
41Co-operators - Tony Ielasi Insurance Group Inc604.4★ (29)38 km
42Co-operators - Brian Perry Insurance Incorporated603.7★ (41)29 km
43BMO Bank of Montreal603.7★ (25)25 km
44Grand Financial Planning604.3★ (3)8 km
45Co-operators - Joseph Balan & Associates Inc603.7★ (45)33 km
46David Sklar & Associates – Consumer Proposals & Licensed Insolvency Trustees604.8★ (17)37 km
47Reid Financial Strategies Inc605.0★ (13)34 km
48Co-operators - Daniel Smith Insurance Group Inc594.5★ (11)28 km
49BMO Financial Planner Greg Gingerich594.6★ (9)26 km
50Century Group Financial Solutions594.9★ (15)39 km

Also serving Brant

20 more financial planners 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 planners serving Brant
BusinessGoogle ratingDistance
Alisa Foster5.0★ (3)In Brant
Ashura Husanini - TD Financial Planner3.0★ (2)31 km
Assante Capital Management Ltd.3.5★ (2)7 km
CIBC Financial Advisor: Niki RussellIn Brant
Gordon K Maikawa of Assante Wealth Management1.0★ (2)36 km
GP Wealth Management - Jennifer Daniel, Certified Financial PlannerIn Brant
Hayhoe Team - Raymond James5.0★ (2)31 km
Hollis Wealth4.5★ (2)34 km
Kathleen Beech, Senior Wealth Advisor - IG Wealth Management5.0★ (2)31 km
Kinzie Financial Services (Investia)5.0★ (2)31 km
Manulife Securities Incorporated1.0★ (2)34 km
Maple Rich Financial Solutions5.0★ (2)34 km
National Bank Financial - Wealth Management3.5★ (2)34 km
Reid & Associates Financial Services Inc5.0★ (2)31 km
Rohan Sharma, CFP®️- Investment Advisor, RBC Dominion Securities5.0★ (2)7 km
Sanket Shah - TD Financial Planner3.0★ (2)9 km
Stepright Capital PlanningIn Brant
Stepright with Lynn5.0★ (2)In Brant
Terry Searles - Financial Advisor5.0★ (1)In Brant
Two Roads Financial Centre5.0★ (2)35 km

How we ranked Brant financial planners

We scored 109 Brant 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 Brant 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 Brant: frequently asked questions

Which financial planner has the highest RFA Score in Brant?

By RFA Score, the highest-ranked financial planner in Brant, ON is JCMortgages.ca FSRA #13637 with an RFA Score of 77/100. It has 5.0★ from 595 Google reviews. Green Private Wealth (#2) and Co-operators - BENNETT FINANCIAL SERVICES INC. (#3) follow. We ranked 109 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Brant?

RankedFinancialAdvisors ranks 109 financial planners serving Brant, ON. Another 20 within 40 km are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Brant work on weekends?

19 of 109 ranked financial planners post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays are Independent Financial Strategies (#6), Mortgage Architects Bennett Capital Group (#8) and Bhanish Sharma – The Mortgage Doctor (#13). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Brant financial planners have?

The median Google rating among 109 rated financial planners in Brant is 4.6★, with a median of 19 reviews. JCMortgages.ca FSRA #13637 has the most, 595 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 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 Brant count in this ranking?

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

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 Brant

  1. November 2026: RFA Scores recalculated for 109 financial planners serving Brant.

More financial planners and Brant pages