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Financial Planners in Newmarket, ON: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Newmarket: Green Conway and Associates - IG Private Wealth Management, RFA Score 73/100; 5.0★ from 149 Google reviews.

  2. 2

    Most-reviewed: Mak Tax & Accounting Services Inc., 1,293 Google reviews at 4.7★, the most of 220 ranked; ranked #2.

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

220 Newmarket financial planners are ranked here by RFA Score, from eight published factors. 81 open Saturdays and 14 open Sundays, based on posted hours. The median Google rating is 4.4★ across 220 rated firms.

Top 10 financial planners in Newmarket 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 Newmarket at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Green Conway and Associates - IG Private Wealth Management735.0★ (149)Newmarket—Top score
2Mak Tax & Accounting Services Inc.724.7★ (1,293)Scarborough, 33 km awaySatMost reviews
3The McClelland Financial Group695.0★ (142)Markham, 24 km away——
4Objective Financial Partners Inc.694.9★ (154)Markham, 24 km away——
5Co-operators - Lucy Solomon Insurance Services Inc694.8★ (130)Richmond Hill, 17 km away——
6CL Financial675.0★ (134)East York, 33 km away——
7Co-operators - Dymott Insurance & Investments Inc674.7★ (46)Newmarket——
8INFORCE WEALTH MANAGEMENT675.0★ (157)Ajax, 40 km away——
9Bromwich+Smith664.9★ (127)Scarborough, 35 km awaySat · Sun · Evenings—
10Co-operators - Andy Chow & Associates Inc664.7★ (129)Scarborough, 30 km away——

All 220 financial planners in Newmarket, 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 Newmarket

    #1 Green Conway and Associates - IG Private Wealth Management

    Based in Newmarket

    73/100RFA 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

  6. #6 CL Financial

    Based in East York, 33 km away

    67/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 134 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 134 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    150 Consumers Rd Ste 306, North York, ON M2J 1P9
    View profile for CL Financial(416) 498-1688

  9. #9 Bromwich+Smith

    Based in Scarborough, 35 km away

    66/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.9★ from 127 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 127 Google reviews
    Hours
    Mon–Fri 8 AM–8 PM · Sat 8:30 AM–5 PM · Sun 8 AM–5 PM
    Address
    100 Consilium Pl Ste 315, Scarborough, ON M1H 3E3
    View profile for Bromwich+Smith(855) 884-9243

  11. #11 SG Wealth Management

    Based in Markham, 28 km away

    66/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 80 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 80 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    7030 Woodbine Ave #500, Markham, ON L3R 6G2
    View profile for SG Wealth Management(647) 889-7290

  13. #13 Flip My Life

    Based in Richmond Hill, 22 km away

    64/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.9★ from 43 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 43 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    95 Mural St 6th Floor, Richmond Hill, ON L4B 3G2
    View profile for Flip My Life(905) 770-7350

  15. #15 Bell Financial Inc.

    Based in Aurora, 6 km away

    64/100RFA Score

    Ranked #15 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

  19. #19 Vida Financial Group Inc.

    Based in Etobicoke, 33 km away

    63/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 52 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 52 Google reviews
    Hours
    Mon–Thu 9 AM–7 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    1 High Meadow Pl Unit 8, 2nd Floor, North York, ON M9L 2Z5
    View profile for Vida Financial Group Inc.(647) 725-9663

  24. #24 Scotiabank

    Based in East Gwillimbury, 3 km away

    62/100RFA Score

    Ranked #24 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

  25. #25 Elite Private Wealth

    Based in Richmond Hill, 23 km away

    62/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    45B West Wilmot St #212, Richmond Hill, ON L4B 2P3
    View profile for Elite Private Wealth(905) 707-5620

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

financial planners in Newmarket, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Penmore Financial Group Inc625.0★ (33)27 km
27Johnson Financial Group Inc.625.0★ (14)7 km
28Affinity Capital Management inc.625.0★ (29)24 km
29BMO Bank of Montreal623.4★ (66)5 km
30BMO Bank of Montreal613.7★ (141)24 km
31Spence Lockie Group - IG Private Wealth Management615.0★ (8)In Newmarket
32Invesmar Financial Planning Inc615.0★ (24)24 km
33BMO Bank of Montreal613.5★ (106)15 km
34Siskos & Associates - CPA Tax & Accounting Services615.0★ (10)6 km
35Wilimek Financial615.0★ (11)8 km
36BMO Bank of Montreal613.4★ (44)6 km
37Tax Doctors Canada614.8★ (26)25 km
38CWP Financial Services Inc. (Sun Life Financial)615.0★ (7)In Newmarket
39Unionville Investments & Insurance Services - Sun Life614.8★ (23)23 km
40SDG, Chartered Professional Accountant614.7★ (43)37 km
41Carruthers Walker Financial615.0★ (9)6 km
42DETHOMAS WEALTH MANAGEMENT614.6★ (25)23 km
43Honey Financial605.0★ (29)37 km
44Co-operators - Sandy Chen Financial Inc.604.4★ (33)29 km
45David Corrado, CFP - Certified Financial Planner605.0★ (21)29 km
46Dror David - Experior Financial Group605.0★ (19)28 km
47BMO Bank of Montreal603.8★ (87)32 km
48Money Coach JM605.0★ (23)33 km
49Co-operators - Liut Insurance & Financial Inc.604.4★ (7)5 km
50Co-operators - Angel Ng Insurance & Financial Services Inc604.1★ (25)21 km

Also serving Newmarket

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 Newmarket
BusinessGoogle ratingDistance
Centum One Financial Group Inc.5.0★ (16)In Newmarket
Cherity Goerk Dominion Lending Centres TLC Mortgage Group- Your local Mortgage Broker5.0★ (77)In Newmarket
Daniel Stanciulescu - TD Financial Planner5.0★ (1)In Newmarket
Edward Jones - Financial Advisor: Geoff MacPherson4.5★ (2)In Newmarket
Edward Jones - Financial Advisor: John W Errington3.7★ (3)In Newmarket
Edward Jones - Financial Advisor: Michael Clarke, CFP®|CIM®4.7★ (3)In Newmarket
Gannage Financial5.0★ (16)In Newmarket
Homeguard Funding LTD., Patrick Delaney Mortgage Broker5.0★ (249)In Newmarket
Investment Planning Counsel5.0★ (1)In Newmarket
IPC Securities Corporation - Theresa Bartley5.0★ (2)In Newmarket
Lucie Chen - BMO Investment Specialist5.0★ (3)In Newmarket
Money Gal Wealth Management5.0★ (102)In Newmarket
MoneySimple4.5★ (2)In Newmarket
Reynbridge4.4★ (7)In Newmarket
Santos & Associates - IG Private Wealth Management5.0★ (24)In Newmarket
Sean Fang - BMO Nesbitt Burns5.0★ (2)In Newmarket
Senecal Group Private Wealth Management, Investors Group Securities Inc.5.0★ (2)In Newmarket
Senecal, Lyons & Associates IG Private Wealth Management5.0★ (32)In Newmarket
Sun Life Financial - Ryan Charron5.0★ (1)In Newmarket
TK Dale Wealth Inc.5.0★ (32)In Newmarket

How we ranked Newmarket financial planners

We scored 220 Newmarket 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 Newmarket 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 Newmarket: frequently asked questions

Which financial planner has the highest RFA Score in Newmarket?

By RFA Score, the highest-ranked financial planner in Newmarket, ON is Green Conway and Associates - IG Private Wealth Management with an RFA Score of 73/100. It has 5.0★ from 149 Google reviews. Mak Tax & Accounting Services Inc. (#2) and The McClelland Financial Group (#3) follow. We ranked 220 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Newmarket?

RankedFinancialAdvisors ranks 220 financial planners serving Newmarket, ON. 6 of them are based in Newmarket; 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 Newmarket work on weekends?

81 of 220 ranked financial planners post Saturday hours and 14 post Sunday hours. The highest-ranked open Saturdays are Mak Tax & Accounting Services Inc. (#2), Bromwich+Smith (#9) and Melinda Hu |CFP| 加拿大注册财务规划师 (#14). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Newmarket financial planners have?

The median Google rating among 220 rated financial planners in Newmarket is 4.4★, with a median of 23 reviews. Mak Tax & Accounting Services Inc. has the most, 1,293 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 Newmarket count in this ranking?

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

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 Newmarket

  1. November 2026: RFA Scores recalculated for 220 financial planners serving Newmarket.
  2. November 2026: 1 duplicate listing merged.

More financial planners and Newmarket pages