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Financial Planners in Burlington, ON: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Burlington: Co-operators - Carlos Soares Insurance Inc, RFA Score 75/100; 4.9★ from 355 Google reviews.

  2. 10

    Most-reviewed: The Money Mint, 276 Google reviews at 4.9★, the most of 292 ranked after Co-operators - Carlos Soares Insurance Inc; ranked #10.

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

292 Burlington financial planners are ranked here by RFA Score, from eight published factors. 95 open Saturdays and 8 open Sundays, based on posted hours. The median Google rating is 4.8★ across 292 rated firms.

Top 10 financial planners in Burlington 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 Burlington at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Co-operators - Carlos Soares Insurance Inc754.9★ (355)Oakville, 14 km away—Top score
2Halton Consulting & Advisory Ltd - Accountant, Tax Return, Bookkeeping735.0★ (167)Milton, 14 km awayEvenings—
3Tom Winski, AMP - Mortgages725.0★ (82)BurlingtonSat · Evenings—
4Evolv Financial Solutions - Sun Life715.0★ (70)BurlingtonEvenings—
5Volpe Financial Solutions715.0★ (122)Oakville, 17 km away——
6Jenny Tate715.0★ (64)Burlington——
7SPERGEL - Consumer Proposal & Licensed Insolvency Trustees714.8★ (260)Mississauga, 28 km away——
8SPERGEL - Consumer Proposal & Licensed Insolvency Trustees714.9★ (121)Hamilton, 15 km away——
9AK Consultancy Services Inc.715.0★ (92)Oakville, 12 km awaySat—
10The Money Mint714.9★ (276)Mississauga, 36 km away—Most reviews

All 292 financial planners in Burlington, 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.

  6. #6 Jenny Tate

    Based in Burlington

    71/100RFA Score

    Ranked #6 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

  10. #10 The Money Mint

    Based in Mississauga, 36 km away

    71/100RFA Score

    Ranked #10 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

  15. #15 Insurance Explorer Inc.

    Based in Etobicoke, 37 km away

    70/100RFA Score

    Ranked #15 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

  18. #18 The William Douglas Group/ Aligned Capital Partners - Wealth Management and Financial Planning

    Based in Burlington

    69/100RFA Score

    Ranked #18 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

  22. #22 Modern Vision Planning

    Based in Mississauga, 27 km away

    68/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 84 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 84 Google reviews
    Hours
    Mon–Tue 9 AM–8 PM · Wed–Fri 10 AM–8 PM · Sat–Sun 9 AM–8 PM
    Address
    350 Burnhamthorpe Rd W Unit 200, Mississauga, ON L5B 3J1
    View profile for Modern Vision Planning(416) 464-7760

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

financial planners in Burlington, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26FIN Tactics665.0★ (37)15 km
27AWealth665.0★ (51)25 km
28Evergreen Wealth Management655.0★ (67)36 km
29JUSTIN ST. LOUIS - IG Private Wealth Management655.0★ (19)In Burlington
30David Pipe - Mortgages, Life Insurance, Investments - WealthTrack655.0★ (64)35 km
31LSI ACCOUNTANTS & BOOKKEEPERS INC655.0★ (39)22 km
32Devine and Associates Financial Services Inc. - Sun Life655.0★ (69)38 km
33Independent Financial Strategies655.0★ (68)39 km
34Brown Financial Security655.0★ (17)In Burlington
35Mortgage Winners655.0★ (27)13 km
36Zera Accounting and Tax CPA654.9★ (58)34 km
37Kulla Financial645.0★ (28)16 km
38Manulife Wealth | Gianluca Folino645.0★ (42)28 km
39Bromwich+Smith645.0★ (25)15 km
40Veibl FP&A Professional Corporation645.0★ (14)In Burlington
41Emil Matacz - Financial Planner - Canfin Financial Group - Milton645.0★ (23)13 km
42Tara Downs Rocchetti, CFP (Financial Planner)645.0★ (14)In Burlington
43Sun Life: Sheena Magnotta645.0★ (13)In Burlington
44Advize Agenci644.6★ (29)14 km
45Co-operators - Jessie Mann Insurance & Financial Services Inc644.5★ (52)27 km
46Co-operators - W Robert Hampson Agencies Ltd634.8★ (13)In Burlington
47Scotiabank633.2★ (99)In Burlington
48BMO Bank of Montreal633.8★ (72)15 km
49Legacy Wealth Advisory635.0★ (35)29 km
50Co-operators - Miles Insurance & Investments Inc635.0★ (48)38 km

Also serving Burlington

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 Burlington
BusinessGoogle ratingDistance
Bold Barrel Financial - Kevin Schuster5.0★ (7)In Burlington
Broad Shield Financial Services4.6★ (10)In Burlington
C2inc.4.9★ (29)In Burlington
Cruz Financial4.9★ (60)In Burlington
Edward Jones - Financial Advisor: Mutaz Dirar, PFP®|CIM®5.0★ (12)In Burlington
IG Wealth Management - ANDREA ZUKIWSKI, CFP CLU4.9★ (15)In Burlington
IG Wealth Management - CAROL DOOLAN, CPA CGA, FCCA, CLU, MBA5.0★ (7)In Burlington
Jack Lumsden, Financial Advisor, MBA, CFP - CI Assante Wealth Management Ltd5.0★ (17)In Burlington
Jacobs Financial (Ben Jacobs, Advisor)5.0★ (13)In Burlington
Lakeview Wealth Management - Wellington-Altus Private Wealth5.0★ (25)In Burlington
LG Financial Group Inc5.0★ (15)In Burlington
Matthew Perri, CPA - Financial Advisor, Sun Life5.0★ (13)In Burlington
Metherell Financial5.0★ (9)In Burlington
R. Sales & Associates | IG Private Wealth Management5.0★ (40)In Burlington
Richardson Wealth Limited4.5★ (8)In Burlington
Skyview Private Wealth5.0★ (31)In Burlington
Sovereign Wealth5.0★ (7)In Burlington
Taras Hucal, CFP®, RRC® - IG Wealth Management5.0★ (8)In Burlington
Wealth Advisor - Harman Kang - IG Wealth Management5.0★ (30)In Burlington
Wellington-Altus - Sumreet Dhaliwal Investment Advisor5.0★ (9)In Burlington

How we ranked Burlington financial planners

We scored 292 Burlington 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 Burlington 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 Burlington: frequently asked questions

Which financial planner has the highest RFA Score in Burlington?

By RFA Score, the highest-ranked financial planner in Burlington, ON is Co-operators - Carlos Soares Insurance Inc with an RFA Score of 75/100. It has 4.9★ from 355 Google reviews. Halton Consulting & Advisory Ltd - Accountant, Tax Return, Bookkeeping (#2) and Tom Winski, AMP - Mortgages (#3) follow. We ranked 292 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Burlington?

RankedFinancialAdvisors ranks 292 financial planners serving Burlington, ON. 14 of them are based in Burlington; 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 planners in Burlington work on weekends?

95 of 292 ranked financial planners post Saturday hours and 8 post Sunday hours. The highest-ranked open Saturdays are Tom Winski, AMP - Mortgages (#3), AK Consultancy Services Inc. (#9) and Insurance Explorer Inc. (#15). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Burlington financial planners have?

The median Google rating among 292 rated financial planners in Burlington is 4.8★, with a median of 20 reviews. Co-operators - Carlos Soares Insurance Inc has the most, 355 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 Burlington count in this ranking?

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

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 Burlington

  1. November 2026: RFA Scores recalculated for 292 financial planners serving Burlington.

More financial planners and Burlington pages