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Investment Advisors in Keswick, ON: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Keswick: Homeguard Funding Ltd, RFA Score 69/100; 4.8★ from 76 Google reviews; open Saturdays until 5 PM.

  2. 3

    Most-reviewed: Walton Financial Group Inc, 284 Google reviews at 5.0★, the most of 64 ranked; ranked #3.

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

64 Keswick investment advisors are ranked here by RFA Score, from eight published factors. 15 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 4.7★ across 64 rated firms.

Top 10 investment advisors in Keswick 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 Keswick at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Homeguard Funding Ltd694.8★ (76)Newmarket, 21 km awaySatTop score
2MCF Mortgage Investments654.3★ (76)Aurora, 27 km away——
3Walton Financial Group Inc655.0★ (284)Barrie, 24 km away—Most reviews
4Anthem Mortgage Group634.9★ (200)Barrie, 22 km away——
5Money Gal Wealth Management615.0★ (102)Newmarket, 19 km awaySat · Sun · Evenings—
6Assante Capital Management Ltd. - Josh McQuay594.9★ (28)Barrie, 21 km away——
7Lucie Chen - BMO Investment Specialist585.0★ (3)Newmarket, 19 km awaySat—
8Co-operators - Lucy Solomon Insurance Services Inc584.8★ (130)Richmond Hill, 40 km away——
9Nordic Group of Companies583.4★ (5)Newmarket, 22 km away——
10Barrie of RBC Dominion Securities Inc.582.7★ (7)Barrie, 23 km away——

All 64 investment advisors in Keswick, 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 Keswick

    #1 Homeguard Funding Ltd

    Based in Newmarket, 21 km away

    69/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.8★ from 76 Google reviews, listed on Google as “Investment service”.

    • 4.8★ from 76 Google reviews
    Hours
    Mon–Sat 9 AM–5 PM · Sun closed
    Address
    Inside the Investia Office, 17345 Leslie St, Newmarket, ON L3Y 0A4, #100, Newmarket, ON L3Y 0A4
    View profile for Homeguard Funding Ltd(905) 895-1777

  2. #2 MCF Mortgage Investments

    Based in Aurora, 27 km away

    65/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.3★ from 76 Google reviews, listed on Google as “Investment service”.

    • 4.3★ from 76 Google reviews
    Hours
    Mon closed · Tue–Wed 8:30 AM–4:30 PM · Thu closed · Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    15423 Yonge St, Aurora, ON L4G 1P1
    View profile for MCF Mortgage Investments(905) 727-5479

  15. #15 Lisa Purchase

    Based in Alliston, 28 km away

    56/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.9★ from 45 Google reviews, listed on Google as “Mortgage broker”.

    • 4.9★ from 45 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    View profile for Lisa Purchase(705) 434-1266

  16. #16 TK Dale Wealth Inc.

    Based in Newmarket, 22 km away

    56/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 32 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 32 Google reviews
    Hours
    Mon–Fri 9:30 AM–4 PM · Sat–Sun closed
    Address
    71 Main St S, Newmarket, ON L3Y 3L5
    View profile for TK Dale Wealth Inc.(647) 250-7269

  17. #17 Infinite Financial

    Based in Barrie, 22 km away

    55/100RFA Score

    Ranked #17 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

  18. #18 BMO Nesbitt Burns

    Based in Aurora, 28 km away

    55/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 1.0★ from 3 Google reviews, listed on Google as “Investment service”.

    • 1.0★ from 3 Google reviews
    Hours
    Mon 8 AM–6 PM · Tue 9:30 AM–6 PM · Wed–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    15252 Yonge St, Aurora, ON L4G 3G5
    View profile for BMO Nesbitt Burns(905) 727-5040

  20. #20 Co-operators

    Based in Barrie, 18 km away

    54/100RFA Score

    Ranked #20 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

  24. #24 Bell Financial Inc.

    Based in Aurora, 28 km away

    53/100RFA Score

    Ranked #24 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

Investment advisors 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 64 ranked investment advisors here; the rest are on their profiles.

investment advisors in Keswick, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Co-operators - Liut Insurance and Financial Inc534.0★ (31)22 km
27Scotiabank523.7★ (39)20 km
28Co-operators - Sandra Phekoo Financial Services Inc.524.3★ (39)34 km
29Scotiabank522.7★ (66)In Keswick
30Edward Jones - Financial Advisor: Matthew Dunlop525.0★ (17)31 km
31Johnson Financial Group Inc.515.0★ (14)29 km
32Carruthers Walker Financial505.0★ (9)28 km
33Edward Jones - Financial Advisor: Shah Fakhimi, CFP®|CEA®505.0★ (15)40 km
34Scotiabank502.9★ (54)21 km
35Edward Jones - Financial Advisor: Richard Jacka, CPCA®495.0★ (4)16 km
36Co-operators494.4★ (12)31 km
37Synergy Life Financial495.0★ (6)24 km
38Edward Jones - Financial Advisor: Jonathan Derrick, CIM®|CEPA®495.0★ (6)24 km
39Co-operators - Shaw Insurance/Financial Services Inc494.7★ (15)40 km
40Scotiabank492.7★ (90)20 km
41Co-operators - Liut Insurance & Financial Inc.494.4★ (7)27 km
42Scotiabank483.2★ (30)32 km
43Scotiabank483.5★ (35)40 km
44Scotiabank483.1★ (46)35 km
45Scotiabank482.7★ (70)27 km
46Spectrum Financial Strategies Inc485.0★ (3)23 km
47Edward Jones - Financial Advisor: John W Errington473.7★ (3)20 km
48Edward Jones - Financial Advisor: Philip A Comeau475.0★ (4)28 km
49Scotiabank472.7★ (60)29 km
50Scotiabank472.6★ (132)27 km

Also serving Keswick

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 Keswick
BusinessGoogle ratingDistance
CIBC Financial Advisor: Hanadi MayaliIn Keswick
CIBC Financial Advisor: Phil BriggsIn Keswick
CIBC Financial Advisor: Tina JalalinejadIn Keswick
Edward Jones - Financial Advisor: David H Tran5.0★ (2)19 km
Edward Jones - Financial Advisor: Geoff MacPherson4.5★ (2)21 km
Edward Jones - Financial Advisor: Matt Patterson, CFP®|CEPA®In Keswick
Edward Jones - Financial Advisor: Morgan Sheridan, CFP®5.0★ (2)24 km
Edward Jones - Financial Advisor: Samantha Bodger5.0★ (1)In Keswick
Fortuna Financial Group5.0★ (2)23 km
GALINA JOHNSTON, CFP, RRC - IG Private Wealth Management5.0★ (2)23 km
HollisWealthIn Keswick
IPC Securities Corporation - Theresa Bartley5.0★ (2)22 km
Janette Geary - TD Financial PlannerIn Keswick
Life's Journey Financial Services5.0★ (2)32 km
Mark Su - TD Financial Planner5.0★ (1)In Keswick
Mortgage Alliance Accumetrix5.0★ (2)22 km
Mutual Funds PlaceIn Keswick
ScotiaMcLeod5.0★ (2)23 km
ShoresAhead Financial4.0★ (4)In Keswick
TD Waterhouse Private Investment Advice2.5★ (2)23 km

How we ranked Keswick investment advisors

We scored 64 Keswick 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 Keswick 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 Keswick: frequently asked questions

Which investment advisor has the highest RFA Score in Keswick?

By RFA Score, the highest-ranked investment advisor in Keswick, ON is Homeguard Funding Ltd with an RFA Score of 69/100. It has 4.8★ from 76 Google reviews. It is open Saturdays until 5 PM. MCF Mortgage Investments (#2) and Walton Financial Group Inc (#3) follow. We ranked 64 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Keswick?

RankedFinancialAdvisors ranks 64 investment advisors serving Keswick, ON. 1 of them is based in Keswick; 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 Keswick work on weekends?

15 of 64 ranked investment advisors post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays are Homeguard Funding Ltd (#1), Money Gal Wealth Management (#5) and Lucie Chen - BMO Investment Specialist (#7). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Keswick investment advisors have?

The median Google rating among 64 rated investment advisors in Keswick is 4.7★, with a median of 22 reviews. Walton Financial Group Inc has the most, 284 reviews, and ranks #3. 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 Keswick count in this ranking?

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

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 Keswick

  1. November 2026: RFA Scores recalculated for 64 investment advisors serving Keswick.

More investment advisors and Keswick pages