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Financial Planners in Keswick, ON: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Keswick: Green Conway and Associates - IG Private Wealth Management, RFA Score 72/100; 5.0★ from 149 Google reviews.

  2. 7

    Most-reviewed: Walton Financial Group Inc, 284 Google reviews at 5.0★, the most of 64 ranked; ranked #7.

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

64 Keswick financial planners are ranked here by RFA Score, from eight published factors. 18 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.0★ across 64 rated firms.

Top 10 financial planners in Keswick 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 Keswick at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Green Conway and Associates - IG Private Wealth Management725.0★ (149)Newmarket, 21 km away—Top score
2Dunbrook Associates694.9★ (92)Barrie, 23 km awaySat · Evenings—
3Co-operators - Lucy Solomon Insurance Services Inc684.8★ (130)Richmond Hill, 40 km away——
4Bidwell Financial Services Inc.665.0★ (40)Barrie, 24 km away——
5Co-operators - Dymott Insurance & Investments Inc654.7★ (46)Newmarket, 22 km away——
6Seven Elements Wealth Planning Inc.645.0★ (31)Barrie, 23 km away——
7Walton Financial Group Inc645.0★ (284)Barrie, 24 km away—Most reviews
8Atlantis Financial Inc.635.0★ (26)Barrie, 25 km away——
9Co-operators634.0★ (40)Barrie, 18 km away——
10Financial Design Team Inc.624.8★ (22)Barrie, 24 km away——

All 64 financial planners in Keswick, 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 Keswick

    #1 Green Conway and Associates - IG Private Wealth Management

    Based in Newmarket, 21 km away

    72/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 149 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 149 Google reviews
    Hours
    Mon–Wed 8:30 AM–4:30 PM · Thu 9 AM–4:30 PM · Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    17345 Leslie St Ste 300, Newmarket, ON L3Y 0A4
    View profile for Green Conway and Associates - IG Private Wealth Management(905) 952-2023

  2. #2 Dunbrook Associates

    Based in Barrie, 23 km away

    69/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.9★ from 92 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 92 Google reviews
    Hours
    Mon–Fri 9 AM–7 PM · Sat 10 AM–7 PM · Sun closed
    Address
    150 Dunlop St E #206, Barrie, ON L4M 6H1
    View profile for Dunbrook Associates(866) 730-7598

  8. #8 Atlantis Financial Inc.

    Based in Barrie, 25 km away

    63/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 26 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 26 Google reviews
    Hours
    Mon–Fri 9 AM–4:30 PM · Sat–Sun closed
    Address
    48 Alliance Blvd #201, Barrie, ON L4M 5K3
    View profile for Atlantis Financial Inc.(705) 726-6884

  9. #9 Co-operators

    Based in Barrie, 18 km away

    63/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.0★ from 40 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 40 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    353 Saunders Rd #8, Barrie, ON L4N 9A3
    View profile for Co-operators(705) 735-2409

  11. #11 Bell Financial Inc.

    Based in Aurora, 28 km away

    62/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.9★ from 22 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 22 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    15165 Yonge St Ste 201, Aurora, ON L4G 1M1
    View profile for Bell Financial Inc.(905) 713-3765

  13. #13 Scotiabank

    Based in East Gwillimbury, 20 km away

    62/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 3.7★ from 39 Google reviews, listed on Google as “Financial planner”.

    • 3.7★ from 39 Google reviews
    Hours
    Mon–Tue 9:30 AM–5 PM · Wed closed · Thu–Fri 9:30 AM–6 PM · Sat 9:30 AM–4 PM · Sun closed
    Address
    18289 Yonge St Unit 4, East Gwillimbury, ON L9N 0A2
    View profile for Scotiabank(905) 853-4300

  14. #14 Scotiabank

    Based in Keswick

    62/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 2.7★ from 66 Google reviews, listed on Google as “Financial planner”.

    • 2.7★ from 66 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 9:30 AM–1 PM · Sun closed
    Address
    23556 Woodbine Ave, Keswick, ON L4P 0E2
    View profile for Scotiabank(905) 476-4567

  17. #17 BMO Bank of Montreal

    Based in Barrie, 20 km away

    61/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 3.3★ from 71 Google reviews, listed on Google as “Financial planner”.

    • 3.3★ from 71 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
    44 Mapleview Dr W, Barrie, ON L4N 6L4
    View profile for BMO Bank of Montreal(705) 719-1181

  19. #19 BMO Bank of Montreal

    Based in Aurora, 27 km away

    60/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 3.4★ from 66 Google reviews, listed on Google as “Financial planner”.

    • 3.4★ from 66 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
    668 Wellington St E, Aurora, ON L4G 0K3
    View profile for BMO Bank of Montreal(905) 717-0606

  21. #21 ShoresAhead Financial

    Based in Keswick

    60/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 4 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    449 The Queensway S Ste 300, Keswick, ON L4P 2C9
    View profile for ShoresAhead Financial(905) 476-5356

  23. #23 BMO Bank of Montreal

    Based in Richmond Hill, 38 km away

    60/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 3.5★ from 106 Google reviews, listed on Google as “Financial planner”.

    • 3.5★ from 106 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
    11680 Yonge St, Richmond Hill, ON L4E 0K4
    View profile for BMO Bank of Montreal(905) 884-2126

  24. #24 BMO Bank of Montreal

    Based in Aurora, 28 km away

    59/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 3.4★ from 44 Google reviews, listed on Google as “Financial planner”.

    • 3.4★ from 44 Google reviews
    Hours
    Mon–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    15252 Yonge St, Aurora, ON L4G 3G5
    View profile for BMO Bank of Montreal(905) 727-4228

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

financial planners in Keswick, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Siskos & Associates - CPA Tax & Accounting Services595.0★ (10)28 km
27CWP Financial Services Inc. (Sun Life Financial)595.0★ (7)22 km
28Carruthers Walker Financial585.0★ (9)28 km
29Scotiabank582.7★ (90)20 km
30Co-operators584.4★ (12)31 km
31Wealth Achievers584.1★ (9)24 km
32Co-operators - Shaw Insurance/Financial Services Inc584.7★ (15)40 km
33BMO Bank of Montreal582.6★ (40)19 km
34Stephenson Wealth Services | Manulife Wealth Inc.574.8★ (4)19 km
35Scotiabank573.2★ (30)32 km
36Co-operators - Liut Insurance & Financial Inc.574.4★ (7)27 km
37Scotiabank573.1★ (46)35 km
38Scotiabank572.7★ (70)27 km
39BMO Bank of Montreal573.0★ (47)34 km
40Russo Corp.574.0★ (8)28 km
41Gillespie Adams & Associates575.0★ (3)20 km
42Scotiabank572.7★ (60)29 km
43Radiant Life Financial575.0★ (9)39 km
44Scotiabank563.0★ (63)39 km
45Spectrum Financial Strategies Inc565.0★ (3)23 km
46Co-operators - Ryan Kerr & Associates Inc.564.3★ (8)39 km
47Erhart Financial Solutions Inc.553.7★ (3)24 km
48Scotiabank552.5★ (66)34 km
49Marino Vereecke Chartered Accountant554.8★ (4)34 km
50Scotiabank542.5★ (144)40 km

Also serving Keswick

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 Keswick
BusinessGoogle ratingDistance
CIBC Financial Advisor: Hanadi MayaliIn Keswick
CIBC Financial Advisor: Phil BriggsIn Keswick
CIBC Financial Advisor: Tina JalalinejadIn Keswick
Dino Buffon - TD Financial Planner5.0★ (2)27 km
Financial Planning Logic3.0★ (2)17 km
Fortuna Financial Group5.0★ (2)23 km
GALINA JOHNSTON, CFP, RRC - IG Private Wealth Management5.0★ (2)23 km
HollisWealthIn Keswick
IPC Securities Corporation - Theresa Bartley5.0★ (2)22 km
Janette Geary - TD Financial PlannerIn Keswick
Liahona Capital Inc.5.0★ (2)20 km
Life's Journey Financial Services5.0★ (2)32 km
Mark Su - TD Financial Planner5.0★ (1)In Keswick
Mark Woodland - TD Financial Planner5.0★ (1)10 km
Mutual Funds PlaceIn Keswick
Paul Morse - TD Wealth Private Investment Advice5.0★ (2)39 km
ScotiaMcLeod5.0★ (2)23 km
Sean Fang - BMO Nesbitt Burns5.0★ (2)24 km
Strategic Investment Planning3.0★ (2)25 km
Tyler Mcdonald - TD Financial PlannerIn Keswick

How we ranked Keswick financial planners

We scored 64 Keswick 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 Keswick 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 Keswick: frequently asked questions

Which financial planner has the highest RFA Score in Keswick?

By RFA Score, the highest-ranked financial planner in Keswick, ON is Green Conway and Associates - IG Private Wealth Management with an RFA Score of 72/100. It has 5.0★ from 149 Google reviews. Dunbrook Associates (#2) and Co-operators - Lucy Solomon Insurance Services Inc (#3) follow. We ranked 64 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Keswick?

RankedFinancialAdvisors ranks 64 financial planners serving Keswick, ON. 2 of them are based in Keswick; 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 Keswick work on weekends?

18 of 64 ranked financial planners post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Dunbrook Associates (#2), Scotiabank (#13) and Scotiabank (#14). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Keswick financial planners have?

The median Google rating among 64 rated financial planners in Keswick is 4.0★, with a median of 31 reviews. Walton Financial Group Inc has the most, 284 reviews, and ranks #7. 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 Keswick count in this ranking?

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

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 Keswick

  1. November 2026: RFA Scores recalculated for 64 financial planners serving Keswick.

More financial planners and Keswick pages