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Financial Planners in Lindsay, ON: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Lindsay: Financial Planner Lindsay | B G Financial Corp | Brandon Gurley | Financial Advisor, RFA Score 70/100; 5.0★ from 32 Google reviews; open evenings.

  2. 9

    Most-reviewed: Scotiabank, 100 Google reviews at 2.8★, the most of 19 ranked; ranked #9.

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

19 Lindsay financial planners are ranked here by RFA Score, from eight published factors. 2 open Saturdays, based on posted hours. The median Google rating is 4.8★ across 19 rated firms.

Top 10 financial planners in Lindsay 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 Lindsay at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Financial Planner Lindsay | B G Financial Corp | Brandon Gurley | Financial Advisor705.0★ (32)LindsayEveningsTop score
2Chris Salmans, Financial Planner - Sun Life675.0★ (20)Lindsay——
3BMO Bank of Montreal653.3★ (40)Lindsay——
4Co-operators - Willock Insurance Group Ltd653.5★ (30)Lindsay——
5Scotiabank642.7★ (77)Lindsay——
6Matthews + Associates635.0★ (27)Peterborough, 33 km away——
7SPERGEL - Consumer Proposal & Licensed Insolvency Trustees634.6★ (30)Peterborough, 32 km away——
8Scotiabank602.9★ (94)Peterborough, 31 km awaySat—
9Scotiabank592.8★ (100)Peterborough, 33 km away—Most reviews
10Lacey Richard & Debbie Carslake-IG Private Wealth Management585.0★ (8)Peterborough, 30 km away——

All 19 financial planners in Lindsay, 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 Lindsay

    #1 Financial Planner Lindsay | B G Financial Corp | Brandon Gurley | Financial Advisor

    Based in Lindsay

    70/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 32 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 32 Google reviews
    Hours
    Mon–Thu 9 AM–9 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1 Russell St E, Lindsay, ON K9V 1Z7
    View profile for Financial Planner Lindsay | B G Financial Corp | Brandon Gurley | Financial Advisor(905) 409-9775

  3. #3 BMO Bank of Montreal

    Based in Lindsay

    65/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 3.3★ from 40 Google reviews, listed on Google as “Financial planner”.

    • 3.3★ from 40 Google reviews
    Hours
    Mon–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    16 William St S, Lindsay, ON K9V 4S3
    View profile for BMO Bank of Montreal(705) 324-3521

  5. #5 Scotiabank

    Based in Lindsay

    64/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 2.7★ from 77 Google reviews, listed on Google as “Financial planner”.

    • 2.7★ from 77 Google reviews
    Hours
    Mon–Tue 9:30 AM–5 PM · Wed closed · Thu–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    165 Kent St W, Lindsay, ON K9V 4S2
    View profile for Scotiabank(705) 324-2123

  6. #6 Matthews + Associates

    Based in Peterborough, 33 km away

    63/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 27 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 27 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    478 Downie St, Peterborough, ON K9H 0A4
    View profile for Matthews + Associates(705) 743-9064

  8. #8 Scotiabank

    Based in Peterborough, 31 km away

    60/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 2.9★ from 94 Google reviews, listed on Google as “Financial planner”.

    • 2.9★ from 94 Google reviews
    Hours
    Mon–Tue 9:30 AM–5 PM · Wed closed · Thu–Fri 9:30 AM–6 PM · Sat 9:30 AM–3 PM · Sun closed
    Address
    780 Clonsilla Ave, Peterborough, ON K9J 5Y3
    View profile for Scotiabank(705) 748-5681

  9. #9 Scotiabank

    Based in Peterborough, 33 km away

    59/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 2.8★ from 100 Google reviews, listed on Google as “Financial planner”.

    • 2.8★ from 100 Google reviews
    Hours
    Mon–Tue 9:30 AM–5 PM · Wed closed · Thu–Fri 9:30 AM–6 PM · Sat–Sun closed
    Address
    111 Hunter St W, Peterborough, ON K9H 7G5
    View profile for Scotiabank(705) 748-2886

  11. #11 BMO Bank of Montreal

    Based in Peterborough, 33 km away

    57/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 2.6★ from 63 Google reviews, listed on Google as “Financial planner”.

    • 2.6★ from 63 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
    645 Lansdowne St W, Peterborough, ON K9J 7Y5
    View profile for BMO Bank of Montreal(705) 745-5714

  12. #12 Park Place Financial Ltd.

    Based in Peterborough, 33 km away

    57/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    270 George St N Ste 101, Peterborough, ON K9J 3H1
    View profile for Park Place Financial Ltd.(705) 748-5182

  15. #15 Black's Financial Planning Services Inc. / Investia Financial Serv Inc. (previously HollisWealth)

    Based in Peterborough, 32 km away

    55/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    1189 Clonsilla Ave, Peterborough, ON K9J 5Y6
    View profile for Black's Financial Planning Services Inc. / Investia Financial Serv Inc. (previously HollisWealth)(705) 740-0564

  16. #16 Curry Financial Group

    Based in Peterborough, 33 km away

    54/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Thu 9 AM–4:30 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    223 Aylmer St N, Peterborough, ON K9J 3K3
    View profile for Curry Financial Group(705) 740-9000

  19. #19 Harbr Financial Group

    Based in Peterborough, 34 km away

    51/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.9★ from 19 Google reviews, listed on Google as “Financial advisor”.

    • 4.9★ from 19 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–12:30 PM · Sat–Sun closed
    Address
    57 Hunter St E, Peterborough, ON K9H 1G4
    View profile for Harbr Financial Group(705) 742-7331

Also serving Lindsay

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 Lindsay
BusinessGoogle ratingDistance
Ben Walden - ScotiaMcLeod - Scotia Wealth ManagementIn Lindsay
BMO Nesbitt Burns5.0★ (1)In Lindsay
CIBC Business Advisor: Brandon CopeIn Lindsay
CIBC Financial Advisor: Christina BurrowsIn Lindsay
CIBC Financial Advisor: Cindy SabanIn Lindsay
CIBC Financial Advisor: Paul W. DavidsonIn Lindsay
CIBC Mortgage Advisor: Shanna RichardIn Lindsay
CIBC Mortgage Advisor: Winnie BarnesIn Lindsay
Edward Jones - Financial Advisor: Aaron J Hill, CFP®In Lindsay
Edward Jones - Financial Advisor: Jeff Disher, CFP®In Lindsay
Edward Jones - Financial Advisor: Zachary ShoreIn Lindsay
Eryn Turnbull - TD Financial PlannerIn Lindsay
Financial Advisor - Greg Dowdall & Dawson Young5.0★ (6)In Lindsay
Golden Financial Services The Gic Broker1.0★ (1)In Lindsay
IG Wealth Management3.3★ (7)In Lindsay
IG Wealth Management - SHAWN HARRIS, CFP, RRC1.0★ (2)In Lindsay
Jamie Mcarthur - TD Financial Planner5.0★ (1)In Lindsay
Karen (Kay) Schaefer - BMO Financial PlannerIn Lindsay
Kelly Taylor - BMO Investment Funds SpecialistIn Lindsay
Mabee & Associates Private Wealth Management - JENNIFER MABEE, CFP RRC CFDS5.0★ (35)In Lindsay

How we ranked Lindsay financial planners

We scored 19 Lindsay 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 Lindsay 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 Lindsay: frequently asked questions

Which financial planner has the highest RFA Score in Lindsay?

By RFA Score, the highest-ranked financial planner in Lindsay, ON is Financial Planner Lindsay | B G Financial Corp | Brandon Gurley | Financial Advisor with an RFA Score of 70/100. It has 5.0★ from 32 Google reviews. It is open evenings. Chris Salmans, Financial Planner - Sun Life (#2) and BMO Bank of Montreal (#3) follow. We ranked 19 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Lindsay?

RankedFinancialAdvisors ranks 19 financial planners serving Lindsay, ON. 5 of them are based in Lindsay; 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 Lindsay work on weekends?

2 of 19 ranked financial planners post Saturday hours. The highest-ranked open Saturdays are Scotiabank (#8) and BMO Bank of Montreal (#11). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Lindsay financial planners have?

The median Google rating among 19 rated financial planners in Lindsay is 4.8★, with a median of 20 reviews. Scotiabank has the most, 100 reviews, and ranks #9. 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 Lindsay count in this ranking?

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

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 Lindsay

  1. November 2026: RFA Scores recalculated for 19 financial planners serving Lindsay.
  2. November 2026: 1 duplicate listing merged.

More financial planners and Lindsay pages