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Investment Advisors in Lindsay, ON: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Lindsay: RBC Royal Bank, RFA Score 60/100; 2.0★ from 60 Google reviews; open Saturdays until 4 PM.

  2. 8

    Most-reviewed: Scotiabank, 100 Google reviews at 2.8★, the most of 16 ranked; ranked #8.

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

16 Lindsay investment advisors are ranked here by RFA Score, from eight published factors. 2 open Saturdays, based on posted hours. The median Google rating is 4.8★ across 16 rated firms.

Top 10 investment advisors in Lindsay 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 Lindsay at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1RBC Royal Bank602.0★ (60)LindsaySatTop score
2Chris Salmans, Financial Planner - Sun Life565.0★ (20)Lindsay——
3Co-operators - Willock Insurance Group Ltd543.5★ (30)Lindsay——
4Edward Jones - Financial Advisor: Joshua Orth534.9★ (31)Uxbridge, 32 km away——
5Scotiabank532.7★ (77)Lindsay——
6Financial Advisor - Greg Dowdall & Dawson Young515.0★ (6)Lindsay——
7Scotiabank492.9★ (94)Peterborough, 31 km awaySat—
8Scotiabank492.8★ (100)Peterborough, 33 km away—Most reviews
9TRINITY FAMILY WEALTH ADVISORS465.0★ (7)Peterborough, 33 km away——
10Edward Jones - Financial Advisor: Michael Stewart, CFP®455.0★ (5)Uxbridge, 32 km away——

All 16 investment advisors in Lindsay, 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 Lindsay

    #1 RBC Royal Bank

    Based in Lindsay

    60/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 2.0★ from 60 Google reviews, listed on Google as “Investment service”.

    • 2.0★ from 60 Google reviews
    Hours
    Mon–Tue 9:30 AM–5 PM · Wed closed · Thu 9:30 AM–5 PM · Fri 9:30 AM–6 PM · Sat 9 AM–4 PM · Sun closed
    Address
    189 Kent St W, Lindsay, ON K9V 5G6
    View profile for RBC Royal Bank(705) 324-6151

  5. #5 Scotiabank

    Based in Lindsay

    53/100RFA Score

    Ranked #5 because of its Google rating and review volume: 2.7★ from 77 Google reviews.

    • 2.7★ from 77 Google reviews
    Hours
    Mon–Tue 9:30 AM–5 PM · Wed closed · Thu–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    165 Kent St W, Lindsay, ON K9V 4S2
    View profile for Scotiabank(705) 324-2123

  7. #7 Scotiabank

    Based in Peterborough, 31 km away

    49/100RFA Score

    Ranked #7 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
    780 Clonsilla Ave, Peterborough, ON K9J 5Y3
    View profile for Scotiabank(705) 748-5681

  8. #8 Scotiabank

    Based in Peterborough, 33 km away

    49/100RFA Score

    Ranked #8 because of its Google rating and review volume: 2.8★ from 100 Google reviews, the most in Lindsay.

    • 2.8★ from 100 Google reviews
    Hours
    Mon–Tue 9:30 AM–5 PM · Wed closed · Thu–Fri 9:30 AM–6 PM · Sat–Sun closed
    Address
    111 Hunter St W, Peterborough, ON K9H 7G5
    View profile for Scotiabank(705) 748-2886

  11. #11 Herod Financial Services - Peterborough, Manulife Wealth Incorporated

    Based in Peterborough, 33 km away

    45/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.8★ from 5 Google reviews, listed on Google as “Financial consultant”.

    • 4.8★ from 5 Google reviews
    Hours
    Mon–Thu 9 AM–4:30 PM · Fri 9 AM–2 PM · Sat–Sun closed
    Address
    311 George St N #100, Peterborough, ON K9J 3H3
    View profile for Herod Financial Services - Peterborough, Manulife Wealth Incorporated(705) 741-5287

Also serving Lindsay

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 Lindsay
BusinessGoogle ratingDistance
Ben Walden - ScotiaMcLeod - Scotia Wealth ManagementIn Lindsay
BMO Bank of Montreal3.3★ (40)In Lindsay
BMO Nesbitt Burns5.0★ (1)In Lindsay
CIBC Business Advisor: Brandon CopeIn Lindsay
CIBC Financial Advisor: Christina BurrowsIn Lindsay
CIBC Financial Advisor: Cindy SabanIn Lindsay
CIBC Financial Advisor: Paul W. DavidsonIn Lindsay
CIBC Mortgage Advisor: Shanna RichardIn Lindsay
CIBC Mortgage Advisor: Winnie BarnesIn Lindsay
Edward Jones - Financial Advisor: Aaron J Hill, CFP®In Lindsay
Edward Jones - Financial Advisor: Jeff Disher, CFP®In Lindsay
Financial Planner Lindsay | B G Financial Corp | Brandon Gurley | Financial Advisor5.0★ (32)In Lindsay
Golden Financial Services The Gic Broker1.0★ (1)In Lindsay
IG Wealth Management3.3★ (7)In Lindsay
IG Wealth Management - SHAWN HARRIS, CFP, RRC1.0★ (2)In Lindsay
Jamie Mcarthur - TD Financial Planner5.0★ (1)In Lindsay
Karen (Kay) Schaefer - BMO Financial PlannerIn Lindsay
Kelly Taylor - BMO Investment Funds SpecialistIn Lindsay
Mabee & Associates Private Wealth Management - JENNIFER MABEE, CFP RRC CFDS5.0★ (35)In Lindsay
MNP LLP - Accounting, Business Consulting and Tax Services5.0★ (7)In Lindsay

How we ranked Lindsay investment advisors

We scored 16 Lindsay 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 Lindsay 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 Lindsay: frequently asked questions

Which investment advisor has the highest RFA Score in Lindsay?

By RFA Score, the highest-ranked investment advisor in Lindsay, ON is RBC Royal Bank with an RFA Score of 60/100. It has 2.0★ from 60 Google reviews. It is open Saturdays until 4 PM. Chris Salmans, Financial Planner - Sun Life (#2) and Co-operators - Willock Insurance Group Ltd (#3) follow. We ranked 16 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Lindsay?

RankedFinancialAdvisors ranks 16 investment advisors serving Lindsay, ON. 5 of them are based in Lindsay; 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 Lindsay work on weekends?

2 of 16 ranked investment advisors post Saturday hours. The highest-ranked open Saturdays are RBC Royal Bank (#1) and Scotiabank (#7). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Lindsay investment advisors have?

The median Google rating among 16 rated investment advisors in Lindsay is 4.8★, with a median of 7 reviews. Scotiabank has the most, 100 reviews, and ranks #8. 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 Lindsay count in this ranking?

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

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 Lindsay

  1. November 2026: RFA Scores recalculated for 16 investment advisors serving Lindsay.
  2. November 2026: 1 duplicate listing merged.

More investment advisors and Lindsay pages