Skip to content

Financial Planners in Quinte West, ON: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Quinte West: Co-operators - Chad Buell & Associates Inc, RFA Score 65/100; 4.3★ from 55 Google reviews.

  2. 11

    Most-reviewed: Scotiabank, 111 Google reviews at 2.1★, the most of 18 ranked; ranked #11.

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

18 Quinte West financial planners are ranked here by RFA Score, from eight published factors. 3 open Saturdays, based on posted hours. The median Google rating is 3.5★ across 18 rated firms.

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

Top 10 financial planners in Quinte West 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 Quinte West at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Co-operators - Chad Buell & Associates Inc654.3★ (55)Belleville, 14 km away—Top score
2Tonia Donaldson - Secura Financial Group645.0★ (30)Belleville, 14 km away——
3Co-operators - Paul M Reed Insurance Agency Ltd.634.3★ (22)Quinte West——
4Scotiabank612.6★ (70)Quinte West——
5BMO Bank of Montreal602.5★ (51)Quinte West——
6Scotiabank592.7★ (67)Belleville, 15 km away——
7Lighthouse Wealth Management594.5★ (8)Quinte West——
8BMO Bank of Montreal583.2★ (26)Belleville, 15 km away——
9BMO Bank of Montreal572.2★ (100)Belleville, 13 km awaySat—
10Co-operators - Colebourne Insurance & Investments Inc573.8★ (14)Belleville, 17 km away——

All 18 financial planners in Quinte West, 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.

  4. #4 Scotiabank

    Based in Quinte West

    61/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 2.6★ from 70 Google reviews, listed on Google as “Financial planner”.

    • 2.6★ from 70 Google reviews
    Hours
    Mon–Tue 9:30 AM–5 PM · Wed closed · Thu–Fri 9:30 AM–6 PM · Sat–Sun closed
    Address
    68 Dundas St W, Trenton, ON K8V 3P3
    View profile for Scotiabank(613) 392-2531

  5. #5 BMO Bank of Montreal

    Based in Quinte West

    60/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 2.5★ from 51 Google reviews, listed on Google as “Financial planner”.

    • 2.5★ from 51 Google reviews
    Hours
    Mon–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    55 Dundas St W, Trenton, ON K8V 3P4
    View profile for BMO Bank of Montreal(613) 392-9216

  6. #6 Scotiabank

    Based in Belleville, 15 km away

    59/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 2.7★ from 67 Google reviews, listed on Google as “Financial planner”.

    • 2.7★ from 67 Google reviews
    Hours
    Mon–Tue 9:30 AM–5 PM · Wed closed · Thu–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    175 Front St, Belleville, ON K8N 2Y9
    View profile for Scotiabank(613) 967-6700

  8. #8 BMO Bank of Montreal

    Based in Belleville, 15 km away

    58/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 3.2★ from 26 Google reviews, listed on Google as “Financial planner”.

    • 3.2★ from 26 Google reviews
    Hours
    Mon–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    201 Front St, Belleville, ON K8N 5A4
    View profile for BMO Bank of Montreal(613) 967-4300

  9. #9 BMO Bank of Montreal

    Based in Belleville, 13 km away

    57/100RFA Score

    Ranked #9 because of specialty focus and its Google rating: listed on Google as “Financial planner”, 2.2★ from 100 Google reviews.

    • 2.2★ from 100 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
    192 Bell Blvd, Belleville, ON K8P 5L2
    View profile for BMO Bank of Montreal(613) 967-4315

  11. #11 Scotiabank

    Based in Belleville, 13 km away

    57/100RFA Score

    Ranked #11 because of specialty focus and its Google rating: listed on Google as “Financial planner”, 2.1★ from 111 Google reviews.

    • 2.1★ from 111 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–3 PM · Sun closed
    Address
    90 Bell Blvd, Belleville, ON K8P 2L7
    View profile for Scotiabank(613) 967-6750

  12. #12 Wilkinson & Company LLP

    Based in Belleville, 12 km away

    57/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 3.7★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 3.7★ from 11 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    888 Sidney St, Belleville, ON K8N 4Z5
    View profile for Wilkinson & Company LLP(613) 966-5105

  13. #13 BMO Bank of Montreal

    Based in Prince Edward, 38 km away

    54/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.4★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 14 Google reviews
    Hours
    Mon–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    30 George Wright Blvd UNIT E1, Picton, ON K0K 2T0
    View profile for BMO Bank of Montreal(613) 476-2131

  16. #16 Scotiabank

    Based in Prince Edward, 39 km away

    53/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 2.9★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 2.9★ from 21 Google reviews
    Hours
    Mon–Tue 9:30 AM–4 PM · Wed closed · Thu–Fri 9:30 AM–4 PM · Sat–Sun closed
    Address
    211 Picton Main St, Picton, ON K0K 2T0
    View profile for Scotiabank(613) 476-3207

  17. #17 NCO Financial

    Based in Belleville, 14 km away

    52/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 1.0★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 1.0★ from 8 Google reviews
    Hours
    Mon–Tue 12 PM–8:30 PM · Wed–Thu 8 AM–4:30 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    205 N Front St r4, Belleville, ON K8P 3C2
    View profile for NCO Financial(866) 378-2732

  18. #18 Paula Meier Associates Inc

    Based in Quinte West

    46/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    23 Doxsee Ave N, Campbellford, ON K0L 1L0
    View profile for Paula Meier Associates Inc(705) 653-1606

How we ranked Quinte West financial planners

We scored 18 Quinte West 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 Quinte West 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 Quinte West: frequently asked questions

Which financial planner has the highest RFA Score in Quinte West?

By RFA Score, the highest-ranked financial planner in Quinte West, ON is Co-operators - Chad Buell & Associates Inc with an RFA Score of 65/100. It has 4.3★ from 55 Google reviews. Tonia Donaldson - Secura Financial Group (#2) and Co-operators - Paul M Reed Insurance Agency Ltd. (#3) follow. We ranked 18 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Quinte West?

RankedFinancialAdvisors ranks 18 financial planners serving Quinte West, ON. 5 of them are based in Quinte West; the rest serve it from nearby towns. Counts are as of November 2026.

Which financial planners in Quinte West work on weekends?

3 of 18 ranked financial planners post Saturday hours. The highest-ranked open Saturdays are BMO Bank of Montreal (#9), Scotiabank (#11) and Goldhar & Associates Ltd., Licensed Insolvency Trustee. (#15). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Quinte West financial planners have?

The median Google rating among 18 rated financial planners in Quinte West is 3.5★, with a median of 22 reviews. Scotiabank has the most, 111 reviews, and ranks #11. 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 Quinte West count in this ranking?

Yes, if they are within 40 km of the Quinte West 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 Quinte West 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 Quinte West?

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 Quinte West

  1. November 2026: RFA Scores recalculated for 18 financial planners serving Quinte West.

More financial planners and Quinte West pages