Skip to content

Financial Planners in Fallingbrook, PE: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Fallingbrook: Co-operators - J.A. Associates Financial Services Inc., RFA Score 75/100; 4.9★ from 186 Google reviews.

  2. 3

    Most-reviewed: McAuley Financial Services, 104 Google reviews at 5.0★, the most of 91 ranked after Co-operators - J.A. Associates Financial Services Inc.; ranked #3.

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

91 Fallingbrook financial planners are ranked here by RFA Score, from eight published factors. 19 open Saturdays and 5 open Sundays, based on posted hours. The median Google rating is 4.6★ across 91 rated firms.

Top 10 financial planners in Fallingbrook 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 Fallingbrook at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Co-operators - J.A. Associates Financial Services Inc.754.9★ (186)Ottawa, 13 km away—Top score
2Family First Insurance & Investments695.0★ (59)Ottawa, 18 km away——
3McAuley Financial Services695.0★ (104)Ottawa, 37 km away—Most reviews
4MDL Financial Group - Financial Planner Ottawa, CFP, Insurance Broker694.9★ (56)Ottawa, 17 km away——
5Belanger Financial685.0★ (24)FallingbrookSat—
6Life Insurance Ottawa685.0★ (44)Ottawa, 18 km awaySat · Sun · Evenings—
7Retirement in View675.0★ (37)Ottawa, 18 km away——
8🥇 Aspire Wealth Group665.0★ (65)Kanata, 37 km away——
9Co-operators - Collin Johnson Financial Services Inc.664.2★ (33)Queenswood Heights, 5 km away——
10Co-operators - Jason Wilson & Associates Inc664.2★ (24)Fallingbrook——

All 91 financial planners in Fallingbrook, 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.

  5. #5 Belanger Financial

    Based in Fallingbrook

    68/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 24 Google reviews
    Hours
    Mon–Wed 8:30 AM–6 PM · Thu 8 AM–6 PM · Fri–Sat 8:30 AM–6 PM · Sun closed
    View profile for Belanger Financial(613) 240-8063

  6. #6 Life Insurance Ottawa

    Based in Ottawa, 18 km away

    68/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 44 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 44 Google reviews
    Hours
    Mon–Fri 8:30 AM–9:30 PM · Sat–Sun 9 AM–6 PM
    Address
    29 James St, Ottawa, ON K2P 0T4
    View profile for Life Insurance Ottawa(613) 818-0025

  7. #7 Retirement in View

    Based in Ottawa, 18 km away

    67/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 37 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 37 Google reviews
    Hours
    Mon–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    240 Catherine St Ste 201, Ottawa, ON K2P 2G8
    View profile for Retirement in View(613) 416-9593

  8. #8 🥇 Aspire Wealth Group

    Based in Kanata, 37 km away

    66/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 65 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 65 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–12 PM · Sat–Sun closed
    Address
    160 Terence Matthews Crescent Unit A, Kanata, ON K2M 1X4
    View profile for 🥇 Aspire Wealth Group(613) 254-8484

  15. #15 Bromwich+Smith

    Based in Ottawa, 19 km away

    64/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 21 Google reviews
    Hours
    Mon–Thu 8 AM–8 PM · Fri–Sun 8 AM–5 PM
    Address
    343 Preston St 11th Floor, Ottawa, ON K1S 1N4
    View profile for Bromwich+Smith(855) 884-9243

  17. #17 BMO Bank of Montreal

    Based in Ottawa, 3 km away

    64/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 3.2★ from 48 Google reviews, listed on Google as “Financial planner”.

    • 3.2★ from 48 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
    110 Place d'Orléans Dr, Ottawa, ON K1C 2L9
    View profile for BMO Bank of Montreal(613) 564-6494

  18. #18 Gifford Carr

    Based in Kanata, 37 km away

    63/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.4★ from 60 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 60 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    100 Terence Matthews Crescent, Kanata, ON K2M 1P7
    View profile for Gifford Carr(613) 596-9101

  19. #19 BMO Bank of Montreal

    Based in Ottawa, 2 km away

    63/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 2.9★ from 73 Google reviews, listed on Google as “Financial planner”.

    • 2.9★ from 73 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
    4392 Innes Rd, Ottawa, ON K4A 3W3
    View profile for BMO Bank of Montreal(613) 841-5829

  21. #21 Henley Solutions Inc.

    Based in Ottawa, 18 km away

    63/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.8★ from 17 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 17 Google reviews
    Hours
    Mon–Fri 10 AM–7:30 PM · Sat 10 AM–2 PM · Sun closed
    Address
    29 James St, Ottawa, ON K2P 0T4
    View profile for Henley Solutions Inc.(613) 288-2152

  22. #22 Wealth Strategies

    Based in Clarence-Rockland, 2 km away

    63/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.9★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 8 Google reviews
    Hours
    Mon–Fri 9:30 AM–4 PM · Sat–Sun closed
    Address
    210 Centrum Blvd #209, Orléans, ON K1E 3V7
    View profile for Wealth Strategies(613) 841-8550

  24. #24 RocheBanyan

    Based in Fallingbrook

    62/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 6 Google reviews
    Address
    5310 Canotek Rd, Gloucester, ON K1J 9N5
    View profile for RocheBanyan(613) 749-5027

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

financial planners in Fallingbrook, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Forest Financial Planning Inc.625.0★ (46)18 km
27Amira Mamhikoff625.0★ (5)In Fallingbrook
28Scotiabank622.6★ (61)In Fallingbrook
29Mitch McLean CFP, Financial and Investment Advisor624.9★ (15)23 km
30Co-operators - Assurances Daniel Lebrun Insurance Inc614.5★ (13)17 km
31BMO Bank of Montreal613.2★ (55)17 km
32Co-operators - Ryan Tuck & Associates Insurance and Investments613.9★ (33)26 km
33Co-operators - Michelle & Associates Inc613.5★ (29)18 km
34Goldhar & Associates Ltd., Licensed Insolvency Trustee614.6★ (11)18 km
35Scotiabank612.5★ (64)2 km
36Financial Solutions614.2★ (5)4 km
37Mushaka Jeremie Conseiller en sécurité financière / Financial security advisor605.0★ (6)11 km
38Matt Price | Licensed Mortgage Agent in Ottawa605.0★ (3)2 km
39World Financial Group: Melody Ly605.0★ (9)24 km
40Co-operators - Chris Wilson Financial Group Inc.605.0★ (15)37 km
41Journey Financial605.0★ (14)35 km
42Penta Wealth595.0★ (14)36 km
43Martin & Roy Financial Services593.7★ (3)2 km
44Barrhaven Financial Services Inc.594.7★ (13)32 km
45Scotiabank592.8★ (48)19 km
46Scotiabank592.8★ (50)19 km
47Retirement by Design595.0★ (7)23 km
48Geoffrey Smith - BMO Financial Planner595.0★ (10)31 km
49Shintaro Nitta Mackay - BMO Financial Planner595.0★ (3)9 km
50BDO Canada LLP - Rockland593.2★ (9)16 km

Also serving Fallingbrook

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 Fallingbrook
BusinessGoogle ratingDistance
.3.0★ (2)In Fallingbrook
Anthony Sirianni - CIBC Ottawa Mortgage Advisor5.0★ (2)In Fallingbrook
CFM Financial Consulting Inc.In Fallingbrook
CIBC Financial Advisor: Kim Sondergaard5.0★ (1)In Fallingbrook
CIBC Mortgage Advisor5.0★ (1)In Fallingbrook
Doyle Salewski Inc.4.5★ (4)In Fallingbrook
Edward Jones - Financial Advisor: Roger Gran-Ruaz5.0★ (2)In Fallingbrook
IPC Investment Corporation - Danielle MichaudIn Fallingbrook
IPC Investment Corporation - Guy SeguinIn Fallingbrook
IPC Investment Corporation - John RedsellIn Fallingbrook
Joel Demontigny5.0★ (1)In Fallingbrook
Les Associés Blanchard-Séguin & AssociatesIn Fallingbrook
MC Financial5.0★ (5)In Fallingbrook
Orleans Financial Planner5.0★ (2)In Fallingbrook
Orleans Life Insurance Broker3.7★ (3)In Fallingbrook
Piyush Agrawal - Mortgage Advisor Ottawa - Dominion Lending Centres National5.0★ (2)In Fallingbrook
Providential Financial Planning5.0★ (1)In Fallingbrook
Ricardo Holness - TD Financial PlannerIn Fallingbrook
Sapience Financial Management Inc5.0★ (1)In Fallingbrook
Walker Financial Services5.0★ (1)In Fallingbrook

How we ranked Fallingbrook financial planners

We scored 91 Fallingbrook 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 Fallingbrook 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 Fallingbrook: frequently asked questions

Which financial planner has the highest RFA Score in Fallingbrook?

By RFA Score, the highest-ranked financial planner in Fallingbrook, PE is Co-operators - J.A. Associates Financial Services Inc. with an RFA Score of 75/100. It has 4.9★ from 186 Google reviews. Family First Insurance & Investments (#2) and McAuley Financial Services (#3) follow. We ranked 91 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Fallingbrook?

RankedFinancialAdvisors ranks 91 financial planners serving Fallingbrook, PE. 6 of them are based in Fallingbrook; 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 Fallingbrook work on weekends?

19 of 91 ranked financial planners post Saturday hours and 5 post Sunday hours. The highest-ranked open Saturdays are Belanger Financial (#5), Life Insurance Ottawa (#6) and Bromwich+Smith (#15). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Fallingbrook financial planners have?

The median Google rating among 91 rated financial planners in Fallingbrook is 4.6★, with a median of 15 reviews. Co-operators - J.A. Associates Financial Services Inc. has the most, 186 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 Fallingbrook count in this ranking?

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

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 Fallingbrook

  1. November 2026: RFA Scores recalculated for 91 financial planners serving Fallingbrook.

More financial planners and Fallingbrook pages