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Wealth Managers in Oshawa, ON: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Oshawa: Harmer Wealth Management Corp., RFA Score 70/100; 5.0★ from 86 Google reviews; open Saturdays until 2 PM.

  2. 4

    Most-reviewed: CFS Wealth Management Inc., 362 Google reviews at 5.0★, the most of 137 ranked; ranked #4.

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

137 Oshawa wealth managers are ranked here by RFA Score, from eight published factors. 17 open Saturdays and 9 open Sundays, based on posted hours. The median Google rating is 5.0★ across 137 rated firms.

Top 10 wealth managers in Oshawa 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 Oshawa at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Harmer Wealth Management Corp.705.0★ (86)OshawaSatTop score
2INFORCE WEALTH MANAGEMENT705.0★ (157)Ajax, 17 km away——
3Conor Amyot - IG Wealth Management705.0★ (62)Oshawa——
4CFS Wealth Management Inc.685.0★ (362)Vaughan, 53 km away—Most reviews
5Longevity Wealth685.0★ (296)Toronto, 54 km awaySat · Sun · Evenings—
6Novel Wealth675.0★ (259)Toronto, 55 km away——
7True Wealth Advisors675.0★ (25)Oshawa——
8Global Tax & Wealth Management675.0★ (105)Brampton, 36 km awaySat · Sun · Evenings—
9IG Wealth Management - ELENA Mularczyk, CFP RRC EPC675.0★ (22)Oshawa——
10Johnathan Pollock - Thompson & Pollock Wealth675.0★ (19)Oshawa——

All 137 wealth managers in Oshawa, 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.

  5. #5 Longevity Wealth

    Based in Toronto, 54 km away

    68/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 296 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 296 Google reviews
    Hours
    Mon–Sun 9 AM–9 PM
    Address
    21 Atlantic Ave C, Toronto, ON M6K 3E7
    View profile for Longevity Wealth(416) 904-3904

  6. #6 Novel Wealth

    Based in Toronto, 55 km away

    67/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 259 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 259 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    25A Morrow Ave Ste 202, Toronto, ON M6R 2H9
    View profile for Novel Wealth(416) 203-9500

  7. #7 True Wealth Advisors

    Based in Oshawa

    67/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 25 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 25 Google reviews
    Hours
    Mon–Fri 10 AM–4 PM · Sat–Sun closed
    Address
    50 Richmond St E Unit 119 Firm #2010, Oshawa, ON L1G 7C9
    View profile for True Wealth Advisors(647) 277-4888

  11. #11 Green Conway and Associates - IG Private Wealth Management

    Based in Newmarket, 50 km away

    67/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 149 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 149 Google reviews
    Hours
    Mon–Wed 8:30 AM–4:30 PM · Thu 9 AM–4:30 PM · Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    17345 Leslie St Ste 300, Newmarket, ON L3Y 0A4
    View profile for Green Conway and Associates - IG Private Wealth Management(905) 952-2023

  13. #13 Wealth Bridge

    Based in Pickering, 20 km away

    66/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 37 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 37 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1315 Pickering Pkwy Unit 205, Pickering, ON L1V 0C4
    View profile for Wealth Bridge(437) 245-3063

  15. #15 SG Wealth Management

    Based in Markham, 41 km away

    66/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 80 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 80 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    7030 Woodbine Ave #500, Markham, ON L3R 6G2
    View profile for SG Wealth Management(647) 889-7290

  22. #22 Aaron Wealth Management

    Based in East York, 52 km away

    63/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.9★ from 54 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 54 Google reviews
    Hours
    Mon–Thu 8:30 AM–9 PM · Fri 8:30 AM–3 PM · Sat–Sun closed
    Address
    3625 Dufferin St #340, North York, ON M3K 1N4
    View profile for Aaron Wealth Management(416) 602-3533

  24. #24 Elite Private Wealth

    Based in Richmond Hill, 43 km away

    63/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    45B West Wilmot St #212, Richmond Hill, ON L4B 2P3
    View profile for Elite Private Wealth(905) 707-5620

Wealth managers 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 137 ranked wealth managers here; the rest are on their profiles.

wealth managers in Oshawa, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Mabee & Associates Private Wealth Management - JENNIFER MABEE, CFP RRC CFDS635.0★ (35)50 km
27IG Wealth Management - Helene Ata, CFP, RRC, MFA-P™, QAFP635.0★ (9)21 km
28Senecal, Lyons & Associates IG Private Wealth Management635.0★ (32)50 km
29Hudson Wealth & Trust Planning Group Inc - John Lysack625.0★ (31)52 km
30GP Wealth Management625.0★ (4)7 km
31TK Dale Wealth Inc.625.0★ (32)52 km
32Wherry & Associates Private Wealth Management624.8★ (23)42 km
33Santos & Associates - IG Private Wealth Management625.0★ (24)50 km
34Morsillo & Associates - IG Private Wealth Management625.0★ (21)48 km
35IG Wealth Management623.3★ (3)In Oshawa
36Syrja & Associates - IG Private Wealth Management625.0★ (24)51 km
37IG Wealth Management - LUKE NELSON, CFP, RRC625.0★ (24)51 km
38DETHOMAS WEALTH MANAGEMENT624.6★ (25)43 km
39McInroy & Associates Private Wealth Management625.0★ (29)57 km
40Pegasi Private Wealth of ACPI625.0★ (19)47 km
41NexGen Wealth Management - Wellington-Altus Private Wealth615.0★ (32)62 km
42Seeley Group Private Wealth Management615.0★ (20)51 km
43IG Wealth Management - NADER TADROS615.0★ (17)48 km
44DAVID DE BARTOLO, FINANCIAL PLANNER / Manulife Wealth Inc.615.0★ (16)48 km
45Skyler Soper - IG Wealth Management615.0★ (19)51 km
46Richardson Wealth Limited614.5★ (37)51 km
47Guildhall Wealth Management Inc.614.2★ (40)42 km
48IG Wealth Management - DAVID DAI615.0★ (12)42 km
49Schneider & Pollock Wealth Management Inc.615.0★ (17)51 km
50Kismet Wealth Group615.0★ (25)60 km

Also serving Oshawa

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 Oshawa
BusinessGoogle ratingDistance
BMO Private Wealth1.0★ (1)In Oshawa
Capesky Insurance & Wealth Management Inc4.7★ (13)In Oshawa
Chris Lemieux - TD Financial Planner5.0★ (1)In Oshawa
CIBC Wood Gundy Oshawa Branch2.2★ (11)In Oshawa
Desjardins Financial Security Independent Network3.7★ (3)In Oshawa
Durham Region of RBC Dominion Securities Inc.4.7★ (3)In Oshawa
Edward Jones - Financial Advisor: Joe Di Flumeri, CFP®5.0★ (30)In Oshawa
Edward Jones - Financial Advisor: Lisa E Currie, PFP®4.9★ (43)In Oshawa
Financial Planner I B G Financial Corp. I The Max Financial | Brandon Gurley I Financial Advisor I Group Benefits4.9★ (47)In Oshawa
Fred Cacciotti CLU5.0★ (1)In Oshawa
Goals Based Financial Planning Inc.3.0★ (2)In Oshawa
HGI and Company Deposit Brokers, Insurance & Investment Advisors5.0★ (1)In Oshawa
IG Wealth Management - BOB ALLEN, BBA5.0★ (1)In Oshawa
IG Wealth Management - ERIK SMITH5.0★ (2)In Oshawa
John Ivicic - TD Financial Planner5.0★ (2)In Oshawa
Larmond Risk Management Insurance Inc.5.0★ (27)In Oshawa
National Bank Financial - Wealth Management1.0★ (1)In Oshawa
On Point Wealth & Risk Management5.0★ (2)In Oshawa
Ridgepoint Wealth Management5.0★ (2)In Oshawa
Simpson John & Associates5.0★ (1)In Oshawa

How we ranked Oshawa wealth managers

We scored 137 Oshawa 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 Oshawa 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 Oshawa: frequently asked questions

Which wealth manager has the highest RFA Score in Oshawa?

By RFA Score, the highest-ranked wealth manager in Oshawa, ON is Harmer Wealth Management Corp. with an RFA Score of 70/100. It has 5.0★ from 86 Google reviews. It is open Saturdays until 2 PM. INFORCE WEALTH MANAGEMENT (#2) and Conor Amyot - IG Wealth Management (#3) follow. We ranked 137 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Oshawa?

RankedFinancialAdvisors ranks 137 wealth managers serving Oshawa, ON. 11 of them are based in Oshawa; 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 Oshawa work on weekends?

17 of 137 ranked wealth managers post Saturday hours and 9 post Sunday hours. The highest-ranked open Saturdays are Harmer Wealth Management Corp. (#1), Longevity Wealth (#5) and Global Tax & Wealth Management (#8). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Oshawa wealth managers have?

The median Google rating among 137 rated wealth managers in Oshawa is 5.0★, with a median of 9 reviews. CFS Wealth Management Inc. has the most, 362 reviews, and ranks #4. 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 Oshawa count in this ranking?

Yes, if they are within 64 km of the Oshawa 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 Oshawa 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 Oshawa?

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 Oshawa

  1. November 2026: RFA Scores recalculated for 137 wealth managers serving Oshawa.
  2. November 2026: 1 duplicate listing merged.

More wealth managers and Oshawa pages