Skip to content

Wealth Managers in Vanier, ON: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Vanier: Adam Schacter CFP | Avesta Wealth Financial and Investment Advisor, RFA Score 71/100; 5.0★ from 45 Google reviews.

  2. 2

    Most-reviewed: 🥇 Aspire Wealth Group, 65 Google reviews at 5.0★, the most of 22 ranked; ranked #2.

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

22 Vanier wealth managers are ranked here by RFA Score, from eight published factors. 1 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 22 rated firms.

Most of this list also appears on the Wealth managers in Ottawa ranking. See Wealth managers in Ottawa

Top 10 wealth managers in Vanier 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 Vanier at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Adam Schacter CFP | Avesta Wealth Financial and Investment Advisor715.0★ (45)Ottawa, 10 km away—Top score
2🥇 Aspire Wealth Group715.0★ (65)Kanata, 23 km away—Most reviews
3Rankin Rice Wealth Management714.9★ (44)Ottawa, 9 km away——
4IG Wealth Management - Tyler Langfield, Registered Retirement Consultant RRC695.0★ (33)Kanata, 22 km awayEvenings—
5Avesta Wealth - Adam Schacter, CFP®, CIM, EPC, CEA, FCSI685.0★ (19)Ottawa, 10 km away——
6IG Wealth Management674.9★ (14)Nepean, 12 km away——
7Vaillancourt & Associés Private Wealth Management665.0★ (9)Ottawa, 5 km away——
8Penta Wealth665.0★ (14)Ottawa, 22 km away——
9IG Wealth Management654.2★ (21)Kanata, 22 km away——
10Jolene Hung - IG Wealth Management655.0★ (8)Nepean, 12 km away——

All 22 wealth managers in Vanier, 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.

  2. #2 🥇 Aspire Wealth Group

    Based in Kanata, 23 km away

    71/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 65 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 65 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–12 PM · Sat–Sun closed
    Address
    160 Terence Matthews Crescent Unit A, Kanata, ON K2M 1X4
    View profile for 🥇 Aspire Wealth Group(613) 254-8484

  4. #4 IG Wealth Management - Tyler Langfield, Registered Retirement Consultant RRC

    Based in Kanata, 22 km away

    69/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 33 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 33 Google reviews
    Hours
    Mon–Thu 8 AM–8 PM · Fri 8 AM–5 PM · Sat–Sun closed
    Address
    400 March Rd #240, Kanata, ON K2K 3H4
    View profile for IG Wealth Management - Tyler Langfield, Registered Retirement Consultant RRC(613) 519-7639

  6. #6 IG Wealth Management

    Based in Nepean, 12 km away

    67/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.9★ from 14 Google reviews, listed on Google as “Financial advisor”.

    • 4.9★ from 14 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    2 Gurdwara Rd #500, Nepean, ON K2E 1A2
    View profile for IG Wealth Management(613) 723-7200

  8. #8 Penta Wealth

    Based in Ottawa, 22 km away

    66/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 14 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    1285 Teron Rd #203, Ottawa, ON K2K 0J7
    View profile for Penta Wealth(343) 809-7900

  9. #9 IG Wealth Management

    Based in Kanata, 22 km away

    65/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.2★ from 21 Google reviews, listed on Google as “Financial advisor”.

    • 4.2★ from 21 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–2 PM · Sat–Sun closed
    Address
    400 March Rd #240, Kanata, ON K2K 3H4
    View profile for IG Wealth Management(613) 798-7700

  12. #12 Wealth Strategies

    Based in Clarence-Rockland, 13 km away

    65/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.9★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 8 Google reviews
    Hours
    Mon–Fri 9:30 AM–4 PM · Sat–Sun closed
    Address
    210 Centrum Blvd #209, Orléans, ON K1E 3V7
    View profile for Wealth Strategies(613) 841-8550

  15. #15 Wealth Harvest Group

    Based in Ottawa, 9 km away

    64/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    880 Lady Ellen Pl, Ottawa, ON K1Z 5L9
    View profile for Wealth Harvest Group(613) 829-7874

  17. #17 BMO Private Wealth

    Based in Ottawa, 5 km away

    64/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 3.6★ from 5 Google reviews, listed on Google as “Financial consultant”.

    • 3.6★ from 5 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    979 Bank St 6th Floor, Ottawa, ON K1S 5K5
    View profile for BMO Private Wealth(613) 562-6400

How we ranked Vanier wealth managers

We scored 22 Vanier 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 Vanier 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 Vanier: frequently asked questions

Which wealth manager has the highest RFA Score in Vanier?

By RFA Score, the highest-ranked wealth manager in Vanier, ON is Adam Schacter CFP | Avesta Wealth Financial and Investment Advisor with an RFA Score of 71/100. It has 5.0★ from 45 Google reviews. 🥇 Aspire Wealth Group (#2) and Rankin Rice Wealth Management (#3) follow. We ranked 22 wealth managers on eight factors, last updated November 9, 2026.

Which wealth managers in Vanier work on weekends?

1 of 22 ranked wealth managers post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays is Concierge Wealth Management Inc. (#21). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Vanier wealth managers have?

The median Google rating among 22 rated wealth managers in Vanier is 5.0★, with a median of 8 reviews. 🥇 Aspire Wealth Group has the most, 65 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 Vanier count in this ranking?

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

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 Vanier

  1. November 2026: RFA Scores recalculated for 22 wealth managers serving Vanier.

More wealth managers and Vanier pages