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Investment Advisors in Kingston, ON: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Kingston: Co-operators - Kilpatrick Insurance & Investment Solutions Inc, RFA Score 63/100; 4.5★ from 102 Google reviews.

  2. 18

    Most-reviewed: Sage Kingston, 104 Google reviews at 1.8★, the most of 19 ranked; ranked #18.

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

19 Kingston investment advisors are ranked here by RFA Score, from eight published factors. 1 open Saturdays, based on posted hours. The median Google rating is 3.8★ across 19 rated firms.

Top 10 investment advisors in Kingston 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 Kingston at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Co-operators - Kilpatrick Insurance & Investment Solutions Inc634.5★ (102)Kingston—Top score
2Kingston of RBC Dominion Securities Inc.582.7★ (3)Kingston——
3Scotiabank552.9★ (94)KingstonSat—
4Co-operators - Sabrina's Investments & Insurance Inc.553.8★ (22)Kingston——
5Financial Solutions Napanee545.0★ (4)Greater Napanee, 38 km away——
6Scotiabank542.8★ (70)Kingston——
7Scotiabank542.8★ (64)Kingston——
8Co-operators523.5★ (11)Kingston——
9Parasol Financial Solutions Inc.525.0★ (6)Kingston——
10Winter Financial515.0★ (10)Greater Napanee, 16 km awayEvenings—

All 19 investment advisors in Kingston, 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.

  3. #3 Scotiabank

    Based in Kingston

    55/100RFA Score

    Ranked #3 because of its Google rating and review volume: 2.9★ from 94 Google reviews.

    • 2.9★ from 94 Google reviews
    Hours
    Mon–Tue 9:30 AM–5 PM · Wed closed · Thu–Fri 9:30 AM–6 PM · Sat 9:30 AM–3 PM · Sun closed
    Address
    660 Gardiners Rd, Kingston, ON K7M 3X9
    View profile for Scotiabank(613) 389-6620

  6. #6 Scotiabank

    Based in Kingston

    54/100RFA Score

    Ranked #6 because of its Google rating and review volume: 2.8★ from 70 Google reviews.

    • 2.8★ 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
    101 Princess St, Kingston, ON K7L 1A8
    View profile for Scotiabank(613) 530-2010

  7. #7 Scotiabank

    Based in Kingston

    54/100RFA Score

    Ranked #7 because of its Google rating and review volume: 2.8★ from 64 Google reviews.

    • 2.8★ from 64 Google reviews
    Hours
    Mon–Tue 9:30 AM–5 PM · Wed closed · Thu–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    863 Princess St, Kingston, ON K7L 5N4
    View profile for Scotiabank(613) 542-2861

  8. #8 Co-operators

    Based in Kingston

    52/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 3.5★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 3.5★ from 11 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    Rideau Town Centre, 235 Gore Rd #5, Kingston, ON K7K 6N2
    View profile for Co-operators(613) 544-8500

  10. #10 Winter Financial

    Based in Greater Napanee, 16 km away

    51/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Thu 8 AM–8 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    3994 Howes Rd, Odessa, ON K0H 2H0
    View profile for Winter Financial(613) 449-4944

  14. #14 Kingston Financial Inc.

    Based in Kingston

    49/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 9 AM–4:30 PM · Sat–Sun closed
    Address
    Kingston Financial Inc, 623 Fortune Crescent #100, Kingston, ON K7P 0L5
    View profile for Kingston Financial Inc.(613) 777-5386

  16. #16 Fred Evans Financial

    Based in Kingston

    49/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 3.3★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 3.3★ from 4 Google reviews
    Hours
    Mon–Fri 9 AM–4:30 PM · Sat–Sun closed
    Address
    716 Arlington Park Pl, Kingston, ON K7M 8H9
    View profile for Fred Evans Financial(613) 634-2365

  18. #18 Sage Kingston

    Based in Kingston

    49/100RFA Score

    Ranked #18 because of its Google rating and review volume: 1.8★ from 104 Google reviews, the most in Kingston.

    • 1.8★ from 104 Google reviews
    Hours
    Mon–Thu 11 AM–4 PM · Fri 11 AM–3 PM · Sat–Sun closed
    Address
    652 Princess St, Kingston, ON K7L 3Z9
    View profile for Sage Kingston(613) 900-2820

  19. #19 Scotiabank

    Based in Greater Napanee, 38 km away

    44/100RFA Score

    Ranked #19 because of its Google rating and review volume: 2.0★ from 35 Google reviews.

    • 2.0★ from 35 Google reviews
    Hours
    Mon–Tue 9:30 AM–4 PM · Wed closed · Thu–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    35 Alkenbrack St #1, Greater Napanee, ON K7R 4C4
    View profile for Scotiabank(613) 354-7401

Also serving Kingston

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 Kingston
BusinessGoogle ratingDistance
Adam Macdonald RRC CFP - IG Private Wealth Management5.0★ (9)In Kingston
Assante Wealth Management Ltd.3.8★ (4)In Kingston
Avesta Wealth - Leah Robertson, CIM5.0★ (20)In Kingston
BMO Private Wealth3.5★ (4)In Kingston
Caldwell Wealth & Estate Advisory Ltd.5.0★ (12)In Kingston
Cara Stapley - IG Wealth Management5.0★ (12)In Kingston
CIBC Wood Gundy Kingston Branch3.7★ (3)In Kingston
David Sklar & Associates – Consumer Proposals & Licensed Insolvency Trustees4.9★ (14)In Kingston
F.J. Zielski & Associates Inc2.3★ (3)In Kingston
Goldhar & Associates Ltd., Licensed Insolvency Trustee.5.0★ (4)In Kingston
Heidi Blondin Financial Inc.4.9★ (17)In Kingston
Jason Lam - TD Financial Planner5.0★ (2)In Kingston
KCCU Wealth Solutions3.7★ (3)In Kingston
Pomeroy Financial Solutions Inc.5.0★ (34)In Kingston
Professional Investments (Kingston) Inc4.1★ (9)In Kingston
Scott Miller - The Miller Investment Advisory Group - ScotiaMcLeod5.0★ (2)In Kingston
Sean May CFP, CIM, FCSI - IG Wealth Management5.0★ (4)In Kingston
Shawn Bough - IG Wealth Management5.0★ (6)In Kingston
Sintra Wealth5.0★ (3)In Kingston
World Financial Group4.8★ (4)In Kingston

How we ranked Kingston investment advisors

We scored 19 Kingston 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 Kingston 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 Kingston: frequently asked questions

Which investment advisor has the highest RFA Score in Kingston?

By RFA Score, the highest-ranked investment advisor in Kingston, ON is Co-operators - Kilpatrick Insurance & Investment Solutions Inc with an RFA Score of 63/100. It has 4.5★ from 102 Google reviews. Kingston of RBC Dominion Securities Inc. (#2) and Scotiabank (#3) follow. We ranked 19 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Kingston?

RankedFinancialAdvisors ranks 19 investment advisors serving Kingston, ON. 16 of them are based in Kingston; 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 Kingston work on weekends?

1 of 19 ranked investment advisors post Saturday hours. The highest-ranked open Saturdays is Scotiabank (#3). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Kingston investment advisors have?

The median Google rating among 19 rated investment advisors in Kingston is 3.8★, with a median of 6 reviews. Sage Kingston has the most, 104 reviews, and ranks #18. 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 Kingston count in this ranking?

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

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 Kingston

  1. November 2026: RFA Scores recalculated for 19 investment advisors serving Kingston.

More investment advisors and Kingston pages