Ranked #1 in Port Hope
Based in Oshawa, 40 km away
66/100RFA Score
Ranked #1 because of its Google rating and specialty focus: 4.4★ from 128 Google reviews, listed on Google as “Financial planner”.
Financial Planners in Port Hope, ON: 2026 rankings
36 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →
The short answer
- 1
Highest RFA Score in Port Hope: Co-operators - Lina Valadao Insurance Agency Inc, RFA Score 66/100; 4.4★ from 128 Google reviews.
- 18
Most-reviewed: Scotiabank, 182 Google reviews at 2.8★, the most of 36 ranked; ranked #18.
Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank
36 Port Hope financial planners are ranked here by RFA Score, from eight published factors. 7 open Saturdays, based on posted hours. The median Google rating is 4.2★ across 36 rated firms.
Top 10 financial planners in Port Hope 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.
| Rank | Business | RFA Score | Google rating | Based in | Hours | Notable for |
|---|---|---|---|---|---|---|
| 1 | Co-operators - Lina Valadao Insurance Agency Inc | 66 | 4.4★ (128) | Oshawa, 40 km away | — | Top score |
| 2 | Financial Planner I B G Financial Corp. I The Max Financial | Brandon Gurley I Financial Advisor I Group Benefits | 63 | 4.9★ (47) | Oshawa, 40 km away | Evenings | — |
| 3 | Scotiabank | 63 | 4.3★ (16) | Port Hope | — | — |
| 4 | Co-operators - Wright Insurance & Investments Inc. | 62 | 4.1★ (33) | Cobourg, 18 km away | — | — |
| 5 | Matthews + Associates | 62 | 5.0★ (27) | Peterborough, 33 km away | — | — |
| 6 | SPERGEL - Consumer Proposal & Licensed Insolvency Trustees | 61 | 4.6★ (30) | Peterborough, 33 km away | — | — |
| 7 | Larmond Risk Management Insurance Inc. | 61 | 5.0★ (27) | Oshawa, 39 km away | — | — |
| 8 | BMO Bank of Montreal | 61 | 3.1★ (15) | Port Hope | — | — |
| 9 | Harmer Wealth Management Corp. | 61 | 5.0★ (86) | Oshawa, 18 km away | Sat | — |
| 10 | True Wealth Advisors | 60 | 5.0★ (25) | Oshawa, 39 km away | — | — |
All 36 financial planners in Port Hope, 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.
Based in Oshawa, 40 km away
63/100RFA ScoreRanked #2 because of its Google rating and specialty focus: 4.9★ from 47 Google reviews, listed on Google as “Financial planner”.
#3 Scotiabank
Based in Port Hope
63/100RFA ScoreRanked #3 because of its Google rating and specialty focus: 4.3★ from 16 Google reviews, listed on Google as “Financial planner”.
Based in Cobourg, 18 km away
62/100RFA ScoreRanked #4 because of its Google rating and specialty focus: 4.1★ from 33 Google reviews, listed on Google as “Financial planner”.
Based in Peterborough, 33 km away
62/100RFA ScoreRanked #5 because of its Google rating and specialty focus: 5.0★ from 27 Google reviews, listed on Google as “Financial planner”.
Based in Peterborough, 33 km away
61/100RFA ScoreRanked #6 because of its Google rating and specialty focus: 4.6★ from 30 Google reviews, listed on Google as “Financial planner”.
Based in Oshawa, 39 km away
61/100RFA ScoreRanked #7 because of its Google rating and specialty focus: 5.0★ from 27 Google reviews, listed on Google as “Financial planner”.
Based in Port Hope
61/100RFA ScoreRanked #8 because of its Google rating and specialty focus: 3.1★ from 15 Google reviews, listed on Google as “Financial planner”.
Based in Oshawa, 18 km away
61/100RFA ScoreRanked #9 because of its Google rating and review volume: 5.0★ from 86 Google reviews.
Based in Oshawa, 39 km away
60/100RFA ScoreRanked #10 because of its Google rating and specialty focus: 5.0★ from 25 Google reviews, listed on Google as “Financial planner”.
#11 Scotiabank
Based in Oshawa, 35 km away
59/100RFA ScoreRanked #11 because of its Google rating and specialty focus: 3.2★ from 83 Google reviews, listed on Google as “Financial planner”.
Based in Cobourg, 20 km away
59/100RFA ScoreRanked #12 because of its Google rating and specialty focus: 3.0★ from 32 Google reviews, listed on Google as “Financial planner”.
#13 Scotiabank
Based in Peterborough, 30 km away
58/100RFA ScoreRanked #13 because of its Google rating and specialty focus: 2.9★ from 94 Google reviews, listed on Google as “Financial planner”.
Based in Oshawa, 37 km away
58/100RFA ScoreRanked #14 because of its Google rating and specialty focus: 3.2★ from 72 Google reviews, listed on Google as “Financial planner”.
Based in Oshawa, 39 km away
58/100RFA ScoreRanked #15 because of its Google rating and specialty focus: 4.9★ from 16 Google reviews, listed on Google as “Financial planner”.
#16 Scotiabank
Based in Cobourg, 19 km away
57/100RFA ScoreRanked #16 because of its Google rating and specialty focus: 2.6★ from 32 Google reviews, listed on Google as “Financial planner”.
#17 Scotiabank
Based in Peterborough, 33 km away
57/100RFA ScoreRanked #17 because of its Google rating and specialty focus: 2.8★ from 100 Google reviews, listed on Google as “Financial planner”.
#18 Scotiabank
Based in Oshawa, 40 km away
57/100RFA ScoreRanked #18 because of its Google rating and specialty focus: 2.8★ from 182 Google reviews, listed on Google as “Financial planner”.
Based in Peterborough, 29 km away
57/100RFA ScoreRanked #19 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial planner”.
Based in Peterborough, 30 km away
56/100RFA ScoreRanked #20 because of its Google rating and specialty focus: 2.6★ from 63 Google reviews, listed on Google as “Financial planner”.
Based in Oshawa, 38 km away
56/100RFA ScoreRanked #21 because of its Google rating and specialty focus: 4.9★ from 10 Google reviews, listed on Google as “Financial planner”.
Based in Peterborough, 32 km away
56/100RFA ScoreRanked #22 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial planner”.
#23 Scotiabank
Based in Oshawa, 37 km away
56/100RFA ScoreRanked #23 because of its Google rating and specialty focus: 2.6★ from 138 Google reviews, listed on Google as “Financial planner”.
Based in Oshawa, 39 km away
55/100RFA ScoreRanked #24 because of its Google rating and specialty focus: 2.5★ from 117 Google reviews, listed on Google as “Financial planner”.
Based in Peterborough, 29 km away
54/100RFA ScoreRanked #25 because of its Google rating and specialty focus: 2.7★ from 7 Google reviews, listed on Google as “Financial planner”.
All 36 financial planners
#1 to #25 are shown in full above. Here are #26 to #36, in RFA Score order; each links to its profile.
| Rank | Business | RFA Score | Google rating | Distance |
|---|---|---|---|---|
| 26 | Lighthouse Private Wealth | 54 | 4.8★ (4) | 32 km |
| 27 | Black's Financial Planning Services Inc. / Investia Financial Serv Inc. (previously HollisWealth) | 54 | 5.0★ (3) | 31 km |
| 28 | Roche Financial Group | 54 | 3.7★ (7) | 39 km |
| 29 | Curry Financial Group | 53 | 5.0★ (3) | 32 km |
| 30 | Heritage Wealth Services | 53 | 5.0★ (3) | 33 km |
| 31 | Co-operators | 53 | 2.3★ (16) | 39 km |
| 32 | CIBC Wood Gundy Oshawa Branch | 52 | 2.2★ (11) | 39 km |
| 33 | CIBC Wood Gundy Peterborough Branch | 52 | 2.3★ (3) | 33 km |
| 34 | Desjardins Financial Security Independent Network | 52 | 3.7★ (3) | 40 km |
| 35 | Racine Financial Ltd. | 51 | 5.0★ (6) | In Port Hope |
| 36 | Harbr Financial Group | 50 | 4.9★ (19) | 33 km |
Also serving Port Hope
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.
| Business | Google rating | Distance |
|---|---|---|
| Ben Weir - Sun Life Financial Advisor | 5.0★ (2) | 36 km |
| Boden & Associates LTD. | 5.0★ (2) | 32 km |
| Catherine Watson - BMO Financial Planner | In Port Hope | |
| CIBC Financial Advisor: Sue Bujold | In Port Hope | |
| Edward Jones - Financial Advisor: Adam Bainbridge, CFP® | 5.0★ (2) | In Port Hope |
| Eric Shah - BMO Investment Funds Specialist | In Port Hope | |
| Harbour Legacy | 5.0★ (1) | 22 km |
| IPC Investment Corporation - Darren Otto | 5.0★ (1) | 32 km |
| John Ivicic - TD Financial Planner | 5.0★ (2) | 35 km |
| Matt Haystead - TD Financial Planner | In Port Hope | |
| On Point Wealth & Risk Management | 5.0★ (2) | 26 km |
| Otis E Smith - Wealth Advisor at Scotia Wealth Management | 5.0★ (1) | 33 km |
| Primerica Inc. - Scott Campbell | In Port Hope | |
| Rogers Financial Services | 5.0★ (2) | 32 km |
| Sarah Syvertsen - TD Financial Planner | 2.0★ (1) | 30 km |
| Schilling Financial | 4.0★ (2) | 37 km |
| Shaw Financial Services | 5.0★ (1) | 28 km |
| Sun Life Financial | 3.0★ (2) | 22 km |
| TaxAssist Accountants | 5.0★ (2) | 38 km |
| Veritable Wealth Advisory | 5.0★ (2) | 33 km |
How we ranked Port Hope financial planners
We scored 36 Port Hope 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.
| Factor | Weight | Computed from | In Port Hope data |
|---|---|---|---|
| Reputation | 30% | Google star rating, adjusted for how many reviews back it (client experience, not investment results) | Measured |
| Registration | 20% | Active SEC, state or Canadian securities registration matched in public records (not yet measured) | Not yet collected |
| Review volume | 10% | Number of Google reviews, compared with the most-reviewed firm on the list | Measured |
| Recency | 5% | Share of reviews from the last 12 months | Not yet collected |
| Specialty focus | 15% | How clearly the firm offers this specialty (its Google category and name) | Measured |
| Proximity | 5% | Based in the city scores highest, less the farther away it is | Measured |
| Claimed profile | 10% | The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same) | Measured |
| Partnered | 5% | The firm links to Ranked Financial Advisors from its own website with our badge, checked periodically | Measured |
How to choose a financial planner
- 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.
- Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
- 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.
- Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
- Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
- Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
- 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 Port Hope: frequently asked questions
Which financial planner has the highest RFA Score in Port Hope?
By RFA Score, the highest-ranked financial planner in Port Hope, ON is Co-operators - Lina Valadao Insurance Agency Inc with an RFA Score of 66/100. It has 4.4★ from 128 Google reviews. Financial Planner I B G Financial Corp. I The Max Financial | Brandon Gurley I Financial Advisor I Group Benefits (#2) and Scotiabank (#3) follow. We ranked 36 financial planners on eight factors, last updated November 9, 2026.
How many financial planners are there in Port Hope?
RankedFinancialAdvisors ranks 36 financial planners serving Port Hope, ON. 3 of them are based in Port Hope; 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 Port Hope work on weekends?
7 of 36 ranked financial planners post Saturday hours. The highest-ranked open Saturdays are Harmer Wealth Management Corp. (#9), Scotiabank (#13) and BMO Bank of Montreal (#14). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.
What Google rating do Port Hope financial planners have?
The median Google rating among 36 rated financial planners in Port Hope is 4.2★, with a median of 22 reviews. Scotiabank has the most, 182 reviews, and ranks #18. 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 Port Hope count in this ranking?
Yes, if they are within 40 km of the Port Hope 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 Port Hope 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 Port Hope?
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 Port Hope
- November 2026: RFA Scores recalculated for 36 financial planners serving Port Hope.
- November 2026: 1 duplicate listing merged.
More financial planners and Port Hope pages
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