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Wealth Managers in Simcoe, ON: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Simcoe: Green Private Wealth, RFA Score 69/100; 5.0★ from 161 Google reviews.

  2. 2

    Most-reviewed: IG Private Wealth Management - GAUDET GROUP PRIVATE WEALTH MANAGEMENT, 45 Google reviews at 5.0★, the most of 25 ranked after Green Private Wealth; ranked #2.

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

25 Simcoe wealth managers are ranked here by RFA Score, from eight published factors. 2 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 25 rated firms.

Top 10 wealth managers in Simcoe 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 Simcoe at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Green Private Wealth695.0★ (161)Woodstock, 49 km awayTop score
2IG Private Wealth Management - GAUDET GROUP PRIVATE WEALTH MANAGEMENT665.0★ (45)Brantford, 38 km awayMost reviews
3VFG Wealth (Formerly Vancea Financial Group)644.9★ (35)Woodstock, 49 km away—
4Michael Lubanovic - IG Wealth Management635.0★ (18)Brantford, 38 km away—
5Suprun Wealth Management635.0★ (3)Simcoe—
6Wealth Advisor - Harman Kang - IG Wealth Management625.0★ (30)Burlington, 62 km away—
7Novak Private Wealth Counsel625.0★ (11)Brantford, 36 km away—
8Access Family Office Corp.624.5★ (25)Ancaster, 47 km away—
9Millen Wealth Advisors615.0★ (19)London, 56 km away—
10Brightside Wealth615.0★ (19)Kitchener, 56 km away—

All 25 wealth managers in Simcoe, 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 Simcoe

    #1 Green Private Wealth

    Based in Woodstock, 49 km away

    69/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 161 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 161 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    112 Springbank Ave, Woodstock, ON N4S 7P8
    View profile for Green Private Wealth(888) 539-8212

  10. #10 Brightside Wealth

    Based in Kitchener, 56 km away

    61/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 19 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 19 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    View profile for Brightside Wealth(289) 971-6012

  11. #11 Metrailler Wealth

    Based in Ancaster, 47 km away

    61/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Fri 9 AM–4:30 PM · Sat–Sun closed
    Address
    1034 Garner Rd W, Ancaster, ON L9G 3K9
    View profile for Metrailler Wealth(905) 536-3133

  18. #18 IG Wealth Management

    Based in Brantford, 38 km away

    58/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 3.7★ from 3 Google reviews, listed on Google as “Financial advisor”.

    • 3.7★ from 3 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    260 Lynden Rd, Brantford, ON N3R 8A3
    View profile for IG Wealth Management(905) 304-6474

  21. #21 CANFIN Wealth Management

    Based in Hamilton, 58 km away

    57/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 3.7★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 3.7★ from 6 Google reviews
    Hours
    Mon 9 AM–5 PM · Tue 9 AM–7 PM · Wed 9 AM–5 PM · Thu 9 AM–7 PM · Fri 9 AM–5 PM · Sat 11 AM–2 PM · Sun closed
    Address
    616 Concession St, Hamilton, ON L8V 1B4
    View profile for CANFIN Wealth Management(905) 385-2676

  23. #23 IG Wealth Management

    Based in Burlington, 62 km away

    57/100RFA Score

    Ranked #23 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–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–2 PM · Sat–Sun closed
    Address
    10 Horseshoe Crescent, Waterdown, ON L8B 0Y2
    View profile for IG Wealth Management(905) 690-5800

  24. #24 IG Wealth Management

    Based in Hamilton, 59 km away

    57/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 3.4★ from 5 Google reviews, listed on Google as “Financial advisor”.

    • 3.4★ from 5 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    21 King St W Ste 1405, Hamilton, ON L8P 4W7
    View profile for IG Wealth Management(905) 529-7165

  25. #25 BMO Private Wealth

    Based in Hamilton, 59 km away

    56/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.3★ from 3 Google reviews, listed on Google as “Financial consultant”.

    • 4.3★ from 3 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    120 King St W #1040, Hamilton, ON L8P 4V2
    View profile for BMO Private Wealth(905) 897-9200

Also serving Simcoe

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 Simcoe
BusinessGoogle ratingDistance
Ana Jayne - RBC Dominion Securities Inc.In Simcoe
BMO Bank of Montreal2.3★ (31)In Simcoe
BMO Nesbitt Burns IncIn Simcoe
CIBC Financial Advisor: Atrecia Campbell-WilsonIn Simcoe
CIBC Financial Advisor: Justin LongpreIn Simcoe
CIBC Financial Advisor: Victoria MillerIn Simcoe
CIBC Mortgage Advisor: Adam WalkerIn Simcoe
CIBC Mortgage Advisor: Lise MortonIn Simcoe
CIBC Mortgage Advisor: Sheryl WilliamsIn Simcoe
CIBC Wood Gundy Simcoe Branch5.0★ (1)In Simcoe
Co-operators - Irons Financial Services Inc.5.0★ (141)In Simcoe
Co-operators - Mark Smith Financial Services Inc4.6★ (12)In Simcoe
Edward Jones - Financial Advisor: Jane Bradley, CEA®|DFSA™5.0★ (13)In Simcoe
Haley McIntosh - RBC Dominion Securities Inc.In Simcoe
Harvey & Daleo Group - GREGORY HARVEY, B.A.Hon., B.Ed., CFP4.0★ (4)In Simcoe
IG Wealth Management - Jim Pettersen, PFP RRC1.0★ (1)In Simcoe
Investors Group5.0★ (1)In Simcoe
Jessica Durka - BMO Nesbitt Burns5.0★ (1)In Simcoe
MNP Debt - Licensed Insolvency Trustees Bankruptcy & Consumer Proposals4.9★ (42)In Simcoe
Tyler Horton - BMO Financial Planner4.9★ (10)In Simcoe

How we ranked Simcoe wealth managers

We scored 25 Simcoe 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 Simcoe 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 Simcoe: frequently asked questions

Which wealth manager has the highest RFA Score in Simcoe?

By RFA Score, the highest-ranked wealth manager in Simcoe, ON is Green Private Wealth with an RFA Score of 69/100. It has 5.0★ from 161 Google reviews. IG Private Wealth Management - GAUDET GROUP PRIVATE WEALTH MANAGEMENT (#2) and VFG Wealth (Formerly Vancea Financial Group) (#3) follow. We ranked 25 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Simcoe?

RankedFinancialAdvisors ranks 25 wealth managers serving Simcoe, ON. 1 of them is based in Simcoe; 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 Simcoe work on weekends?

2 of 25 ranked wealth managers post Saturday hours. The highest-ranked open Saturdays are Taras Hucal, CFP®, RRC® - IG Wealth Management (#17) and CANFIN Wealth Management (#21). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Simcoe wealth managers have?

The median Google rating among 25 rated wealth managers in Simcoe is 5.0★, with a median of 8 reviews. Green Private Wealth has the most, 161 reviews, and ranks #1. 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 Simcoe count in this ranking?

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

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 Simcoe

  1. November 2026: RFA Scores recalculated for 25 wealth managers serving Simcoe.

More wealth managers and Simcoe pages