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Investment Advisors in Markham, ON: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Markham: Ai Financial, RFA Score 76/100; 4.9★ from 972 Google reviews; open evenings.

  2. 2

    Most-reviewed: Questrade, 6,781 Google reviews at 4.5★, the most of 314 ranked; ranked #2.

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

314 Markham investment advisors are ranked here by RFA Score, from eight published factors. 73 open Saturdays and 16 open Sundays, based on posted hours. The median Google rating is 4.7★ across 314 rated firms.

Top 10 investment advisors in Markham 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 Markham at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Ai Financial764.9★ (972)MarkhamEveningsTop score
2Questrade734.5★ (6,781)North York, 15 km away—Most reviews
3GTA Golden Group684.8★ (90)Richmond Hill, 9 km awaySat · Sun · Evenings—
4Ready Capital Mortgage Investment Trust675.0★ (32)Markham——
5Guildhall Wealth Management Inc.654.2★ (40)Markham——
6Homeguard Funding Ltd654.8★ (76)Newmarket, 25 km awaySat—
7Good Investing655.0★ (51)Toronto, 26 km away——
8RESCO Mortgage Investment Corporation (RESCO MIC)644.8★ (24)Richmond Hill, 11 km away——
9CFP Group645.0★ (26)Richmond Hill, 17 km awayEvenings—
10GW Capital Group | GW资本集团 | 资产管理 (多伦多万锦) | 金金有味635.0★ (8)MarkhamSat · Sun · Evenings—

All 314 investment advisors in Markham, 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 Markham

    #1 Ai Financial

    Based in Markham

    76/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 972 Google reviews, listed on Google as “Investment service”.

    • 4.9★ from 972 Google reviews
    Hours
    Mon–Fri 10 AM–6:30 PM · Sat–Sun closed
    Address
    3000 Steeles Ave E #303, Markham, ON L3R 1A3
    View profile for Ai Financial(905) 418-4848

  2. #2 Questrade

    Based in North York, 15 km away

    73/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.5★ from 6,781 Google reviews, listed on Google as “Investment service”.

    • 4.5★ from 6,781 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    5700 Yonge St, North York, ON M2M 4K2
    View profile for Questrade(888) 783-7866

  3. #3 GTA Golden Group

    Based in Richmond Hill, 9 km away

    68/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.8★ from 90 Google reviews, listed on Google as “Investment service”.

    • 4.8★ from 90 Google reviews
    Hours
    Mon–Fri 8 AM–8 PM · Sat 10 AM–7 PM · Sun 10 AM–5 PM
    Address
    120 East Beaver Creek Rd #200, Richmond Hill, ON L4B 4V1
    View profile for GTA Golden Group(647) 833-5543

  6. #6 Homeguard Funding Ltd

    Based in Newmarket, 25 km away

    65/100RFA Score

    Ranked #6 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

  7. #7 Good Investing

    Based in Toronto, 26 km away

    65/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 51 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 51 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    192 Spadina Ave., Toronto, ON M5T 2C2
    View profile for Good Investing(416) 821-9179

  9. #9 CFP Group

    Based in Richmond Hill, 17 km away

    64/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 26 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 26 Google reviews
    Hours
    Mon–Fri 12 AM–12 AM · Sat–Sun closed
    Address
    1137 Centre St, Thornhill, ON L4J 3M6
    View profile for CFP Group(647) 243-9390

  11. #11 Greybrook

    Based in Toronto, 24 km away

    63/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.4★ from 73 Google reviews, listed on Google as “Investment service”.

    • 4.4★ from 73 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    890 Yonge St 7th Floor, Toronto, ON M4W 3P4
    View profile for Greybrook(416) 322-9700

  12. #12 MCF Mortgage Investments

    Based in Aurora, 22 km away

    63/100RFA Score

    Ranked #12 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

  23. #23 HRU FINANCIALS

    Based in Markham

    62/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 9:30 AM–5:30 PM · Sat–Sun closed
    Address
    7300 Warden Ave. Unit 301, Markham, ON L3R 9Z6
    View profile for HRU FINANCIALS(647) 360-8996

  24. #24 Michael Knapp

    Based in Ajax, 28 km away

    61/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 22 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 22 Google reviews
    Hours
    Mon–Fri 9:30 AM–9 PM · Sat 7 AM–6 PM · Sun 7 AM–12 PM
    Address
    1615 Dundas St E Suite 200, Whitby, ON L1N 2L1
    View profile for Michael Knapp(647) 857-8516

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

investment advisors in Markham, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Nest Wealth Asset Management614.2★ (51)26 km
27Smartcentinvesting615.0★ (22)29 km
28Schneider & Pollock Wealth Management Inc.615.0★ (17)26 km
29Common Wealth Retirement615.0★ (17)26 km
30East West Investment Management Corporation615.0★ (13)24 km
31Sunil Heda, Heda Investments, Manulife Wealth Inc.614.9★ (18)29 km
32Purpose Investments604.6★ (18)26 km
33TraderTV Live604.5★ (17)24 km
34Sethi Financial605.0★ (26)39 km
35Shelley Jia - Senior Financial Advisor at Manulife Securities Incorporated605.0★ (7)18 km
36Bloom Investment Counsel, Inc.605.0★ (7)21 km
37Co-operators605.0★ (4)14 km
38Hamilton ETFs604.7★ (12)26 km
39INFORCE WEALTH MANAGEMENT605.0★ (157)17 km
40G F S Investments Inc603.5★ (4)9 km
41Longevity Wealth605.0★ (296)28 km
42Chou Associates Management Inc595.0★ (4)16 km
43Virginia Wong - BMO Investment Funds Specialist593.7★ (3)10 km
44Canada Income Wealth Management594.9★ (13)31 km
45Affinity Capital Management inc.595.0★ (29)10 km
46Newhaven Asset Management Inc.594.9★ (9)26 km
47CoinConsultants - Bitcoin Investing & Consulting595.0★ (18)38 km
48Hampton Securities Ltd594.6★ (10)26 km
49Forstrong Global Asset Management Inc.594.3★ (12)26 km
50Co-operators - Andy Chow & Associates Inc594.7★ (129)7 km

Also serving Markham

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 Markham
BusinessGoogle ratingDistance
Alex Y. Li - BMO Private Wealth1.9★ (10)In Markham
Amir Karami Financial Planning Services5.0★ (14)In Markham
Andreoli Financial Services Inc5.0★ (54)In Markham
April Song - TD Financial Planner4.2★ (5)In Markham
BMO Private Wealth1.9★ (7)In Markham
EES Financial Services Ltd3.3★ (9)In Markham
Happy Life Wealth Management Inc. 财富人生财富管理公司4.2★ (10)In Markham
Insurance By Carla5.0★ (4)In Markham
Luis Arthur (Jet) M. Rosaroso, CLU5.0★ (5)In Markham
MNP Debt - Licensed Insolvency Trustees Bankruptcy & Consumer Proposals4.9★ (26)In Markham
Northstone Wealth & Estate5.0★ (8)In Markham
Objective Financial Partners Inc.4.9★ (154)In Markham
QUEEN FINANCIAL GROUP INC.4.6★ (11)In Markham
SG Wealth Management5.0★ (80)In Markham
TD Waterhouse1.8★ (31)In Markham
The McClelland Financial Group5.0★ (142)In Markham
Tony Ng - TD Financial Planner4.4★ (7)In Markham
Visconti Financial Group Inc5.0★ (10)In Markham
Worldsource Financial Management2.9★ (11)In Markham
Wyse Financial Solutions Inc5.0★ (20)In Markham

How we ranked Markham investment advisors

We scored 314 Markham 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 Markham 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 Markham: frequently asked questions

Which investment advisor has the highest RFA Score in Markham?

By RFA Score, the highest-ranked investment advisor in Markham, ON is Ai Financial with an RFA Score of 76/100. It has 4.9★ from 972 Google reviews. It is open evenings. Questrade (#2) and GTA Golden Group (#3) follow. We ranked 314 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Markham?

RankedFinancialAdvisors ranks 314 investment advisors serving Markham, ON. 5 of them are based in Markham; 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 Markham work on weekends?

73 of 314 ranked investment advisors post Saturday hours and 16 post Sunday hours. The highest-ranked open Saturdays are GTA Golden Group (#3), Homeguard Funding Ltd (#6) and GW Capital Group | GW资本集团 | 资产管理 (多伦多万锦) | 金金有味 (#10). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Markham investment advisors have?

The median Google rating among 314 rated investment advisors in Markham is 4.7★, with a median of 15 reviews. Questrade has the most, 6,781 reviews, and ranks #2. 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 Markham count in this ranking?

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

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 Markham

  1. November 2026: RFA Scores recalculated for 314 investment advisors serving Markham.
  2. November 2026: 1 duplicate listing merged.

More investment advisors and Markham pages