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Investment Advisors in Greater Sudbury, ON: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Greater Sudbury: Bisaillon Asset Management, RFA Score 72/100; 5.0★ from 102 Google reviews.

  2. 21

    Most-reviewed: Scotiabank, 85 Google reviews at 2.4★, the most of 21 ranked after Bisaillon Asset Management; ranked #21.

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

21 Greater Sudbury investment advisors are ranked here by RFA Score, from eight published factors. 2 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 21 rated firms.

Top 10 investment advisors in Greater Sudbury 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 Greater Sudbury at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Bisaillon Asset Management725.0★ (102)Greater Sudbury—Top score
2TMC Wealth695.0★ (7)Greater SudburyEvenings—
3Innova Wealth Partners664.9★ (65)Greater Sudbury——
4Urso Financial Advisory Group645.0★ (30)Greater Sudbury——
5Co-operators - Gavard Financial Ltd635.0★ (23)Greater Sudbury——
6Co-operators - Cantin Insurance Services Ltd614.5★ (19)Greater Sudbury——
7Assante Capital Management Ltd.605.0★ (3)Greater Sudbury——
8Kilgour Group Private Wealth Management605.0★ (10)Greater Sudbury——
9Merlyn Black Financial Advisor Sudbury, Wellington-Altus594.9★ (10)Greater Sudbury——
10Scotiabank593.3★ (49)Greater Sudbury——

All 21 investment advisors in Greater Sudbury, 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 Greater Sudbury

    #1 Bisaillon Asset Management

    Based in Greater Sudbury

    72/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 102 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 102 Google reviews
    Hours
    Mon–Fri 9:30 AM–4 PM · Sat–Sun closed
    Address
    957 Cambrian Heights Dr Ste 200A, Sudbury, ON P3C 5S5
    View profile for Bisaillon Asset Management(705) 521-1601

  2. #2 TMC Wealth

    Based in Greater Sudbury

    69/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Thu 8:30 AM–7 PM · Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    398 Lloyd St, Greater Sudbury, ON P3B 1P3
    View profile for TMC Wealth

  9. #9 Merlyn Black Financial Advisor Sudbury, Wellington-Altus

    Based in Greater Sudbury

    59/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.9★ from 10 Google reviews, listed on Google as “Financial advisor”.

    • 4.9★ from 10 Google reviews
    Hours
    Mon 9 AM–5 PM · Tue 9 AM–6 PM · Wed–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    2009 Long Lake Rd #407, Greater Sudbury, ON P3E 6C3
    View profile for Merlyn Black Financial Advisor Sudbury, Wellington-Altus(705) 419-2022

  10. #10 Scotiabank

    Based in Greater Sudbury

    59/100RFA Score

    Ranked #10 because of its Google rating and review volume: 3.3★ from 49 Google reviews.

    • 3.3★ from 49 Google reviews
    Hours
    Mon–Tue 9:30 AM–5 PM · Wed closed · Thu–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    57 Durham St, Greater Sudbury, ON P3E 4R3
    View profile for Scotiabank(705) 675-3361

  11. #11 Scotiabank

    Based in Greater Sudbury

    57/100RFA Score

    Ranked #11 because of its Google rating and review volume: 2.9★ from 44 Google reviews.

    • 2.9★ from 44 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
    2040 Algonquin Rd Unit 14, Greater Sudbury, ON P3E 4Z6
    View profile for Scotiabank(705) 523-1424

  13. #13 Dale Dubreuil - The Dubreuil Group - ScotiaMcLeod - Scotia Wealth Management

    Based in Greater Sudbury

    57/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    104 Beech St, Greater Sudbury, ON P3C 1Z3
    View profile for Dale Dubreuil - The Dubreuil Group - ScotiaMcLeod - Scotia Wealth Management(705) 674-5969

  14. #14 National Bank Financial

    Based in Greater Sudbury

    56/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 4 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    10 Elm St Suite 504, Greater Sudbury, ON P3C 1S8
    View profile for National Bank Financial(705) 671-1160

  17. #17 Scotiabank

    Based in Greater Sudbury

    56/100RFA Score

    Ranked #17 because of its Google rating and review volume: 2.4★ from 34 Google reviews.

    • 2.4★ from 34 Google reviews
    Hours
    Mon–Tue 9:30 AM–4 PM · Wed closed · Thu–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    3080 ON-69 #3, Val Caron, ON P3N 1R8
    View profile for Scotiabank(705) 897-5313

  18. #18 Co-operators

    Based in Greater Sudbury

    55/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 2.3★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 2.3★ from 3 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1112 Kingsway, Greater Sudbury, ON P3B 2E5
    View profile for Co-operators(705) 525-2667

  21. #21 Scotiabank

    Based in Greater Sudbury

    55/100RFA Score

    Ranked #21 because of its Google rating and review volume: 2.4★ from 85 Google reviews.

    • 2.4★ from 85 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
    1094 Barry Downe Rd, Greater Sudbury, ON P3A 3V3
    View profile for Scotiabank(705) 560-2700

Also serving Greater Sudbury

20 more investment advisors within 40 km that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked investment advisors serving Greater Sudbury
BusinessGoogle ratingDistance
Abdullah Masood, Wealth Advisor5.0★ (4)In Greater Sudbury
Adam Rothensee - TD Financial Planner5.0★ (5)In Greater Sudbury
AL AUBE, CFP RRC - IG Wealth Management Inc. - Mutual Fund Division5.0★ (8)In Greater Sudbury
CIBC Wood Gundy Sudbury Branch1.0★ (2)In Greater Sudbury
Costantini Group - IG Private Wealth Management5.0★ (20)In Greater Sudbury
Crossgrove & Company4.7★ (15)In Greater Sudbury
Edward Jones - Financial Advisor: Marc E Lelievre, CFP®|TEP5.0★ (2)In Greater Sudbury
Financial Decisions Inc5.0★ (4)In Greater Sudbury
Gifford Carr4.9★ (211)In Greater Sudbury
Gold Leaf Financial Group Inc.5.0★ (13)In Greater Sudbury
Horizon Partners5.0★ (2)In Greater Sudbury
IG Wealth Management5.0★ (4)In Greater Sudbury
Michael F Cecutti & Associates Inc5.0★ (6)In Greater Sudbury
NorthWise Financial5.0★ (4)In Greater Sudbury
Primerica5.0★ (2)In Greater Sudbury
Sandra Mews & Associates4.9★ (42)In Greater Sudbury
Simple Route Financial5.0★ (10)In Greater Sudbury
TD Wealth Private Investment Advice4.5★ (2)In Greater Sudbury
Today's Mortgage Choice - The TMC Group4.8★ (78)In Greater Sudbury
World Financial Group Sudbury5.0★ (2)In Greater Sudbury

How we ranked Greater Sudbury investment advisors

We scored 21 Greater Sudbury 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 Greater Sudbury 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 Greater Sudbury: frequently asked questions

Which investment advisor has the highest RFA Score in Greater Sudbury?

By RFA Score, the highest-ranked investment advisor in Greater Sudbury, ON is Bisaillon Asset Management with an RFA Score of 72/100. It has 5.0★ from 102 Google reviews. TMC Wealth (#2) and Innova Wealth Partners (#3) follow. We ranked 21 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Greater Sudbury?

RankedFinancialAdvisors ranks 21 investment advisors serving Greater Sudbury, ON. 19 of them are based in Greater Sudbury; 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 investment advisors in Greater Sudbury work on weekends?

2 of 21 ranked investment advisors post Saturday hours. The highest-ranked open Saturdays are Scotiabank (#11) and Scotiabank (#21). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Greater Sudbury investment advisors have?

The median Google rating among 21 rated investment advisors in Greater Sudbury is 5.0★, with a median of 10 reviews. Bisaillon Asset Management has the most, 102 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 Greater Sudbury count in this ranking?

Yes, if they are within 40 km of the Greater Sudbury 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 Greater Sudbury 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 Greater Sudbury?

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 Greater Sudbury

  1. November 2026: RFA Scores recalculated for 21 investment advisors serving Greater Sudbury.
  2. November 2026: 1 duplicate listing merged.

More investment advisors and Greater Sudbury pages

Investment advisors near Greater Sudbury