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Financial Planners in Milton, ON: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Milton: Halton Consulting & Advisory Ltd - Accountant, Tax Return, Bookkeeping, RFA Score 75/100; 5.0★ from 167 Google reviews; open evenings.

  2. 2

    Most-reviewed: Co-operators - Carlos Soares Insurance Inc, 355 Google reviews at 4.9★, the most of 306 ranked; ranked #2.

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

306 Milton financial planners are ranked here by RFA Score, from eight published factors. 98 open Saturdays and 9 open Sundays, based on posted hours. The median Google rating is 4.8★ across 306 rated firms.

Most of this list also appears on the Financial planners in Mississauga ranking. See Financial planners in Mississauga

Top 10 financial planners in Milton 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 Milton at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Halton Consulting & Advisory Ltd - Accountant, Tax Return, Bookkeeping755.0★ (167)MiltonEveningsTop score
2Co-operators - Carlos Soares Insurance Inc754.9★ (355)Oakville, 14 km away—Most reviews
3SPERGEL - Consumer Proposal & Licensed Insolvency Trustees724.8★ (260)Mississauga, 21 km away——
4INSUREPEDIA (Auto, Home, Commercial, Life, Super Visa Insurance & Investments)725.0★ (137)Brampton, 15 km away——
5The Money Mint724.9★ (276)Mississauga, 28 km away——
6Insurance Explorer Inc.714.9★ (239)Etobicoke, 29 km awaySat · Evenings—
7Co-operators - Lola Macanowicz Inc715.0★ (227)Etobicoke, 32 km away——
8Volpe Financial Solutions715.0★ (122)Oakville, 18 km away——
9Longevity Wealth715.0★ (296)Toronto, 40 km awaySat · Sun · Evenings—
10AKM Financial Solutions - Sun Life715.0★ (134)Mississauga, 22 km awaySat · Sun · Evenings—

All 306 financial planners in Milton, 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 The Money Mint

    Based in Mississauga, 28 km away

    72/100RFA Score

    Ranked #5 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

  6. #6 Insurance Explorer Inc.

    Based in Etobicoke, 29 km away

    71/100RFA Score

    Ranked #6 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

  9. #9 Longevity Wealth

    Based in Toronto, 40 km away

    71/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 296 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 296 Google reviews
    Hours
    Mon–Sun 9 AM–9 PM
    Address
    21 Atlantic Ave C, Toronto, ON M6K 3E7
    View profile for Longevity Wealth(416) 904-3904

  12. #12 Novel Wealth

    Based in Toronto, 38 km away

    71/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 259 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 259 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    25A Morrow Ave Ste 202, Toronto, ON M6R 2H9
    View profile for Novel Wealth(416) 203-9500

  17. #17 Modern Vision Planning

    Based in Mississauga, 21 km away

    69/100RFA Score

    Ranked #17 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

  22. #22 FIN Tactics

    Based in Milton

    69/100RFA Score

    Ranked #22 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–Sat 11 AM–7 PM · Sun closed
    Address
    24 Martin St Ground Floor, Milton, ON L9T 2P9
    View profile for FIN Tactics(416) 846-0835

  23. #23 Jenny Tate

    Based in Burlington, 17 km away

    68/100RFA Score

    Ranked #23 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

  24. #24 AWealth

    Based in Mississauga, 15 km away

    68/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 51 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 51 Google reviews
    Hours
    Mon–Fri 9 AM–8 PM · Sat–Sun 9 AM–5 PM
    Address
    6755 Mississauga Rd, Mississauga, ON L5N 7Y2
    View profile for AWealth(416) 666-7264

How we ranked Milton financial planners

We scored 306 Milton 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 Milton 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 Milton: frequently asked questions

Which financial planner has the highest RFA Score in Milton?

By RFA Score, the highest-ranked financial planner in Milton, ON is Halton Consulting & Advisory Ltd - Accountant, Tax Return, Bookkeeping with an RFA Score of 75/100. It has 5.0★ from 167 Google reviews. It is open evenings. Co-operators - Carlos Soares Insurance Inc (#2) and SPERGEL - Consumer Proposal & Licensed Insolvency Trustees (#3) follow. We ranked 306 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Milton?

RankedFinancialAdvisors ranks 306 financial planners serving Milton, ON. 3 of them are based in Milton; the rest serve it from nearby towns. Counts are as of November 2026.

Which financial planners in Milton work on weekends?

98 of 306 ranked financial planners post Saturday hours and 9 post Sunday hours. The highest-ranked open Saturdays are Insurance Explorer Inc. (#6), Longevity Wealth (#9) and AKM Financial Solutions - Sun Life (#10). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Milton financial planners have?

The median Google rating among 306 rated financial planners in Milton is 4.8★, with a median of 20 reviews. Co-operators - Carlos Soares Insurance Inc has the most, 355 reviews, and ranks #2. 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 Milton count in this ranking?

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

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 Milton

  1. November 2026: RFA Scores recalculated for 306 financial planners serving Milton.

More financial planners and Milton pages