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Wealth Managers in North Perth, ON: 2026 rankings

26 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in North Perth: Wealth Labs Inc., RFA Score 69/100; 5.0★ from 16 Google reviews; open Saturdays until 12 PM.

  2. 2

    Most-reviewed: VFG Wealth (Formerly Vancea Financial Group), 34 Google reviews at 4.9★, the most of 26 ranked; ranked #2.

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

26 North Perth wealth managers are ranked here by RFA Score, from eight published factors. 1 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 26 rated firms.

Top 10 wealth managers in North Perth 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 wealth managers in North Perth at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Wealth Labs Inc.695.0★ (16)North PerthSat · EveningsTop score
2VFG Wealth (Formerly Vancea Financial Group)684.9★ (34)Stratford, 39 km away—Most reviews
3VFG Wealth (Formerly Vancea Financial Group)665.0★ (34)Cambridge, 63 km away——
4KLT Wealth Management665.0★ (21)New Hamburg, 44 km away——
5Frost Wealth Management - iA Private Wealth655.0★ (20)Waterloo, 46 km away——
6Marnoa Private Wealth Counsel Ltd.655.0★ (17)Waterloo, 46 km away——
7Wright Wealth (Guelph) Inc.635.0★ (17)Guelph, 63 km away——
8Investia Financial Services Inc. and iA Private Wealth633.7★ (3)North Perth——
9McEachnie Matthews Group Private Wealth Management635.0★ (10)Waterloo, 46 km away——
10Grey Silo Wealth Ltd. | Manulife Wealth Inc.624.6★ (9)Waterloo, 43 km away——

All 26 wealth managers in North Perth, 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 North Perth

    #1 Wealth Labs Inc.

    Based in North Perth

    69/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 16 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 16 Google reviews
    Hours
    Mon–Fri 9 AM–9 PM · Sat 8 AM–12 PM · Sun closed
    Address
    622 Elma St W, Listowel, ON N4W 1W3
    View profile for Wealth Labs Inc.(226) 622-3349

  4. #4 KLT Wealth Management

    Based in New Hamburg, 44 km away

    66/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 21 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    148 Peel St, New Hamburg, ON N3A 1E3
    View profile for KLT Wealth Management(519) 662-4001

  11. #11 Opus Wealth Advisors Inc.

    Based in Waterloo, 43 km away

    61/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    745 Bridge St W Unit 3, Waterloo, ON N2V 2G6
    View profile for Opus Wealth Advisors Inc.(519) 888-6160

  13. #13 BMO Private Wealth

    Based in Waterloo, 46 km away

    60/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.2★ from 6 Google reviews, listed on Google as “Financial consultant”.

    • 4.2★ from 6 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    20 Erb St. W Ste 601, Waterloo, ON N2L 1T2
    View profile for BMO Private Wealth

  14. #14 IG Wealth Management

    Based in Kitchener, 58 km away

    60/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.3★ from 8 Google reviews, listed on Google as “Financial advisor”.

    • 4.3★ from 8 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    4295 King St E Ste 301, Kitchener, ON N2P 0C6
    View profile for IG Wealth Management(519) 650-7250

  15. #15 Manulife Wealth Inc.

    Based in Waterloo, 44 km away

    60/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 2.5★ from 11 Google reviews, listed on Google as “Financial consultant”.

    • 2.5★ from 11 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    1 Blue Springs Dr Ste 401, Waterloo, ON N2J 4M1
    View profile for Manulife Wealth Inc.(519) 578-6760

  19. #19 Koppeser Wealth Counsel

    Based in Waterloo, 44 km away

    59/100RFA Score

    Ranked #19 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 8 AM–6 PM · Sat–Sun closed
    Address
    1 Blue Springs Dr Ste 401, Waterloo, ON N2J 4M1
    View profile for Koppeser Wealth Counsel(519) 579-9246

  24. #24 IG Wealth Management

    Based in Guelph, 63 km away

    58/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.2★ from 5 Google reviews, listed on Google as “Financial advisor”.

    • 4.2★ from 5 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    649 Scottsdale Dr #401, Guelph, ON N1G 4T7
    View profile for IG Wealth Management(519) 836-6320

All 26 wealth managers

#1 to #25 are shown in full above. Here are #26 to #26, in RFA Score order; each links to its profile.

wealth managers in North Perth, ranks 26 to 26
RankBusinessRFA ScoreGoogle ratingDistance
26Oasis Wealth Design Group Inc.575.0★ (3)60 km

Also serving North Perth

20 more wealth managers within 64 km that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked wealth managers serving North Perth
BusinessGoogle ratingDistance
DC Boertien Financial Services Inc4.5★ (2)In North Perth
Dietz Financial Services4.0★ (3)In North Perth
Gordon K Maikawa of Assante Wealth Management1.0★ (2)50 km
Hollis Wealth4.5★ (2)53 km
IG Wealth Management - CODY MATTHEWS, C.F.P., C.L.U.5.0★ (2)46 km
Independent Accountants' Investment Counsel Inc. (IAIC)5.0★ (1)In North Perth
Jack Financial4.7★ (3)In North Perth
Jason Murray - TD Wealth Private Investment Advice5.0★ (2)49 km
Kathleen Beech, Senior Wealth Advisor - IG Wealth Management5.0★ (2)58 km
MDAS FinancialIn North Perth
MNP Debt - Licensed Insolvency Trustees Bankruptcy & Consumer Proposals4.6★ (8)In North Perth
Oak Tree Financial Services5.0★ (4)In North Perth
Optimize Wealth Management - Guelph Financial5.0★ (2)58 km
Raymer Financial | iA Private Wealth5.0★ (2)39 km
Richardson Wealth Limited3.0★ (2)61 km
Richardson Wealth Limited5.0★ (2)61 km
Samantha Watt - TD Account Manager Small BusinessIn North Perth
Scotia Wealth Management - Grand Advisory Group3.0★ (2)46 km
UMA Financial Consultants1.0★ (1)In North Perth
Vantage Wealth Management Ltd.5.0★ (2)49 km

How we ranked North Perth wealth managers

We scored 26 North Perth wealth managers 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 North Perth 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 a wealth manager

  1. Confirm the wealth manager 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 a wealth manager

  • 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 wealth manager?
  • 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.

Wealth managers in North Perth: frequently asked questions

Which wealth manager has the highest RFA Score in North Perth?

By RFA Score, the highest-ranked wealth manager in North Perth, ON is Wealth Labs Inc. with an RFA Score of 69/100. It has 5.0★ from 16 Google reviews. It is open Saturdays until 12 PM. VFG Wealth (Formerly Vancea Financial Group) (#2) and VFG Wealth (Formerly Vancea Financial Group) (#3) follow. We ranked 26 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in North Perth?

RankedFinancialAdvisors ranks 26 wealth managers serving North Perth, ON. 2 of them are based in North Perth; the rest serve it from nearby towns. Another 20 within 64 km are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in North Perth work on weekends?

1 of 26 ranked wealth managers post Saturday hours. The highest-ranked open Saturdays is Wealth Labs Inc. (#1). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do North Perth wealth managers have?

The median Google rating among 26 rated wealth managers in North Perth is 5.0★, with a median of 7 reviews. VFG Wealth (Formerly Vancea Financial Group) has the most, 34 reviews, and ranks #2. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager 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 wealth managers outside North Perth count in this ranking?

Yes, if they are within 64 km of the North Perth city centre, our service radius for wealth managers. 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 wealth managers 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 a wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in North Perth ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers wealth management and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a wealth manager’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 wealth managers in North Perth?

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 wealth managers 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 North Perth

  1. November 2026: RFA Scores recalculated for 26 wealth managers serving North Perth.

More wealth managers and North Perth pages