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Investment Advisors in Angus, ON: 2026 rankings

30 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Angus: Walton Financial Group Inc, RFA Score 66/100; 5.0★ from 284 Google reviews.

  2. 2

    Most-reviewed: Anthem Mortgage Group, 200 Google reviews at 4.9★, the most of 30 ranked after Walton Financial Group Inc; ranked #2.

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

30 Angus investment advisors are ranked here by RFA Score, from eight published factors. 6 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.8★ across 30 rated firms.

Most of this list also appears on the Investment advisors in Barrie ranking. See Investment advisors in Barrie

Top 10 investment advisors in Angus 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 investment advisors in Angus at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Walton Financial Group Inc665.0★ (284)Barrie, 16 km away—Top score
2Anthem Mortgage Group654.9★ (200)Barrie, 13 km away—Most reviews
3Assante Capital Management Ltd. - Josh McQuay604.9★ (28)Barrie, 15 km away——
4Barrie of RBC Dominion Securities Inc.592.7★ (7)Barrie, 17 km away——
5Valuetrend Wealth Management585.0★ (3)Barrie, 18 km away——
6Infinite Financial575.0★ (28)Barrie, 13 km away——
7Barrie Real Estate Investing - BarrieInvesting.com555.0★ (22)Barrie, 18 km awaySat · Sun · Evenings—
8Co-operators - Sandra Phekoo Financial Services Inc.554.3★ (39)Alliston, 18 km away——
9Financial Design Team Inc.544.8★ (22)Barrie, 17 km away——
10Co-operators544.0★ (40)Barrie, 18 km away——

All 30 investment advisors in Angus, 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.

  6. #6 Infinite Financial

    Based in Barrie, 13 km away

    57/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 28 Google reviews, listed on Google as “Life insurance agency”.

    • 5.0★ from 28 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    387 Mapleview Dr W, Barrie, ON L4N 9G4
    View profile for Infinite Financial(705) 797-4941

  10. #10 Co-operators

    Based in Barrie, 18 km away

    54/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.0★ from 40 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 40 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    353 Saunders Rd #8, Barrie, ON L4N 9A3
    View profile for Co-operators(705) 735-2409

  11. #11 Scotiabank

    Based in Angus

    54/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 3.1★ from 46 Google reviews, listed on Google as “Financial planner”.

    • 3.1★ from 46 Google reviews
    Hours
    Mon–Tue 9:30 AM–4 PM · Wed closed · Thu–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    285 Mill St Unit B1, Angus, ON L0M 1B4
    View profile for Scotiabank(705) 424-5761

  14. #14 Edward Jones - Financial Advisor: Brook Dyson, CFP®|CEA®

    Based in Collingwood, 33 km away

    52/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 19 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 19 Google reviews
    Hours
    Mon 8:30 AM–8:30 PM · Tue–Wed 8:30 AM–5 PM · Thu 8:30 AM–8:30 PM · Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    75 Third St Suite 101, Collingwood, ON L9Y 1K6
    View profile for Edward Jones - Financial Advisor: Brook Dyson, CFP®|CEA®(905) 319-1522

  18. #18 Synergy Life Financial

    Based in Barrie, 21 km away

    50/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    30 Quarry Ridge Rd, Barrie, ON L4M 7G1
    View profile for Synergy Life Financial(705) 434-0562

  19. #19 Scotiabank

    Based in Barrie, 16 km away

    50/100RFA Score

    Ranked #19 because of its Google rating and review volume: 2.7★ from 90 Google reviews.

    • 2.7★ from 90 Google reviews
    Hours
    Mon–Tue 9:30 AM–5 PM · Wed closed · Thu–Fri 9:30 AM–5 PM · Sat 9:30 AM–1 PM · Sun closed
    Address
    19 Mapleview Dr W, Barrie, ON L4N 9H5
    View profile for Scotiabank(705) 725-2670

  20. #20 Scotiabank

    Based in Collingwood, 33 km away

    49/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 3.2★ from 68 Google reviews, listed on Google as “Financial consultant”.

    • 3.2★ from 68 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–1 PM · Sun closed
    Address
    247 Hurontario St, Collingwood, ON L9Y 2M4
    View profile for Scotiabank(705) 445-0580

  21. #21 Scotiabank

    Based in Barrie, 17 km away

    49/100RFA Score

    Ranked #21 because of its Google rating and review volume: 2.6★ from 132 Google reviews.

    • 2.6★ from 132 Google reviews
    Hours
    Mon–Tue 9:30 AM–5 PM · Wed closed · Thu–Fri 9:30 AM–5 PM · Sat 9:30 AM–1 PM · Sun closed
    Address
    544 Bayfield St, Barrie, ON L4M 5A2
    View profile for Scotiabank(705) 726-3690

  24. #24 Scotiabank

    Based in Alliston, 18 km away

    48/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 2.5★ from 66 Google reviews, listed on Google as “Financial planner”.

    • 2.5★ from 66 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
    13 Victoria St W, Alliston, ON L9R 1V6
    View profile for Scotiabank(705) 435-4344

How we ranked Angus investment advisors

We scored 30 Angus investment advisors 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 Angus 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 an investment advisor

  1. Confirm the investment advisor 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 an investment advisor

  • 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 investment advisor?
  • 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.

Investment advisors in Angus: frequently asked questions

Which investment advisor has the highest RFA Score in Angus?

By RFA Score, the highest-ranked investment advisor in Angus, ON is Walton Financial Group Inc with an RFA Score of 66/100. It has 5.0★ from 284 Google reviews. Anthem Mortgage Group (#2) and Assante Capital Management Ltd. - Josh McQuay (#3) follow. We ranked 30 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Angus?

RankedFinancialAdvisors ranks 30 investment advisors serving Angus, ON. 1 of them is based in Angus; the rest serve it from nearby towns. Counts are as of November 2026.

Which investment advisors in Angus work on weekends?

6 of 30 ranked investment advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Barrie Real Estate Investing - BarrieInvesting.com (#7), Scotiabank (#19) and Scotiabank (#20). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Angus investment advisors have?

The median Google rating among 30 rated investment advisors in Angus is 4.8★, with a median of 21 reviews. Walton Financial Group Inc has the most, 284 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment advisor 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 investment advisors outside Angus count in this ranking?

Yes, if they are within 40 km of the Angus city centre, our service radius for investment advisors. 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 investment advisors 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Angus ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers investment advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check an investment advisor’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 investment advisors in Angus?

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 investment advisors 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 Angus

  1. November 2026: RFA Scores recalculated for 30 investment advisors serving Angus.

More investment advisors and Angus pages