{"source":"CiteHawk AI Index","record":"financial advisors — 2026-10","url":"https://www.citehawk.com/leaderboards/editions/2026-10/financial-advisors/ca","immutable":true,"snapshotId":"996674e4-3fef-4ce0-b8af-cad29e0cd52a","capturedAt":"2026-10-04T10:18:42.629+00:00","contentHash":"eab285d90f4037ec76643bfc6524b0ce012f8626d1b50a03b02420c61d6a3438","contentHashSpec":"sha256-v1: hex SHA-256 of the UTF-8 bytes of the compact JSON array (no whitespace, non-ASCII characters unescaped, as JavaScript JSON.stringify emits) of [provider, run, model, text] tuples, one per captured answer, sorted by provider then run","registryRulesHash":"043102d8d3162d07dda4892d375b4134e63a3cd6117ae53e2da6de4cd595ce2e","registryRulesHashSpec":"sha256-v1: hex SHA-256 of the UTF-8 bytes of the compact JSON object {version, aliases, notInCategory, categoryAllow, serviceSlugRe} where aliases is the array of [foldedKey, canonicalName, pinnedDomain, categoryScope] tuples sorted by key, carrying a fifth regionScope element only on the entries that have one, notInCategory and categoryAllow are arrays of [categorySlug, domains] tuples sorted by slug, and every domain/scope list is itself sorted, carrying a trailing notInCategoryByRegion element, an array of [categorySlug, region, domains] triples sorted by slug then region, only when at least one region-scoped deny entry exists, and after it a trailing notInCategoryByName element, an array of [categorySlug, regionScope, names] triples sorted by slug then scope (regionScope \"*\" for every board region, names as published), only when at least one name-scoped deny entry exists","region":"ca","prompt":"What are the best financial advisors in Canada? Recommend the top brands or products that people actually use.\n\nAnswer as if the user is in Canada.","providers":["openai","claude","gemini","perplexity","deepseek","grok"],"models":{"grok":"grok-4.3","claude":"claude-sonnet-5","gemini":"gemini-3.5-flash","openai":"gpt-5.5-2026-04-23","deepseek":"deepseek-flash","perplexity":"sonar"},"runsPerProvider":1,"totalCalls":12,"ranking":[{"rank":1,"brand":"National Bank Financial","domain":"nbc.ca","entityId":"a3160f34-431e-41d0-b2d6-9d5b62a0c78f","score":42.8,"mentions":6,"recommendedBy":["openai","perplexity","grok","claude","gemini","deepseek"],"averagePositionByProvider":{"grok":3,"claude":7,"gemini":11,"openai":12,"deepseek":6,"perplexity":1}},{"rank":2,"brand":"Wealthsimple","domain":"wealthsimple.com","entityId":"d274695b-eb8d-412c-9ca7-57a185260f11","score":42.4,"mentions":5,"recommendedBy":["openai","claude","gemini","deepseek","grok"],"averagePositionByProvider":{"grok":1,"claude":1,"gemini":1,"openai":1,"deepseek":17}},{"rank":3,"brand":"Edward Jones","domain":"edwardjones.com","entityId":"8e4c1f5e-aa76-43a1-b6a3-f12fd3f66953","score":40.7,"mentions":5,"recommendedBy":["claude","gemini","deepseek","grok","perplexity"],"averagePositionByProvider":{"grok":4,"claude":8,"gemini":13,"deepseek":13,"perplexity":2}},{"rank":4,"brand":"BMO Nesbitt Burns","domain":"bmo.com","entityId":"7fe61ad0-1f1b-4f56-82f1-4d9d2676eea9","score":34.8,"mentions":4,"recommendedBy":["openai","claude","deepseek","grok"],"averagePositionByProvider":{"grok":10,"claude":4,"openai":4,"deepseek":4}},{"rank":5,"brand":"RBC Dominion Securities","domain":"rbc.com","entityId":"8708c942-051e-47a8-92cf-0c3523ae6acd","score":34.6,"mentions":4,"recommendedBy":["claude","gemini","deepseek","grok"],"averagePositionByProvider":{"grok":9,"claude":2,"gemini":12,"deepseek":1}},{"rank":6,"brand":"Questrade Questwealth Portfolios","domain":"questrade.com","entityId":"5210cd7f-8993-453f-b5cc-52620c12d00b","score":34.6,"mentions":4,"recommendedBy":["openai","gemini","deepseek","grok"],"averagePositionByProvider":{"grok":2,"gemini":2,"openai":2,"deepseek":18}},{"rank":7,"brand":"Raymond James","domain":"raymondjames.com","entityId":"aa840ada-e90f-4b1b-9d26-4301b5b133cf","score":34.3,"mentions":4,"recommendedBy":["claude","perplexity","deepseek","grok"],"averagePositionByProvider":{"grok":5,"claude":9,"deepseek":8,"perplexity":5}},{"rank":8,"brand":"Objective Financial Partners","domain":"objectivefinancialpartners.com","entityId":"51ce3af1-c110-4c01-9ed1-9c43b2a6ce32","score":32.9,"mentions":4,"recommendedBy":["gemini","perplexity","deepseek","grok"],"averagePositionByProvider":{"grok":26,"gemini":4,"deepseek":36,"perplexity":7}},{"rank":9,"brand":"CIBC Wood Gundy","domain":"cibc.com","entityId":"62c143ee-7388-44ab-aac4-2956b2203de7","score":26.4,"mentions":3,"recommendedBy":["claude","deepseek","grok"],"averagePositionByProvider":{"grok":11,"claude":5,"deepseek":3}},{"rank":10,"brand":"iA Private Wealth","domain":"ia.ca","entityId":"59a76ac4-c2c1-4fe5-b5ee-813d5d90335b","score":26.4,"mentions":3,"recommendedBy":["claude","perplexity","grok"],"averagePositionByProvider":{"grok":6,"claude":10,"perplexity":3}},{"rank":11,"brand":"ScotiaMcLeod","domain":"scotiabank.com","entityId":"91f19a40-2717-4e81-a9e5-7b3f88f69137","score":26,"mentions":3,"recommendedBy":["claude","deepseek","grok"],"averagePositionByProvider":{"grok":12,"claude":6,"deepseek":5}},{"rank":12,"brand":"Justwealth","domain":"justwealth.com","entityId":"de7f75bb-791c-4fd3-a743-d6f9ca6bded4","score":25.6,"mentions":3,"recommendedBy":["openai","gemini","deepseek"],"averagePositionByProvider":{"gemini":3,"openai":5,"deepseek":20}},{"rank":13,"brand":"Richardson Wealth","domain":"richardsonwealth.com","entityId":"1cb8ff6d-566d-49c9-8083-2959b57131f3","score":25.2,"mentions":3,"recommendedBy":["gemini","deepseek","grok"],"averagePositionByProvider":{"grok":19,"gemini":10,"deepseek":10}},{"rank":14,"brand":"Desjardins","domain":null,"entityId":"cb66b474-bb3d-4216-80cc-ceb94176bb59","score":25.2,"mentions":3,"recommendedBy":["perplexity","grok","deepseek"],"averagePositionByProvider":{"grok":8,"deepseek":28,"perplexity":4}},{"rank":15,"brand":"Manulife","domain":"manulife.ca","entityId":"00419369-5f6a-47c6-94a2-6851da1bf010","score":25.1,"mentions":3,"recommendedBy":["claude","deepseek","grok"],"averagePositionByProvider":{"grok":13,"claude":13,"deepseek":15}},{"rank":16,"brand":"Nicola Wealth","domain":"nicolawealth.com","entityId":"f9916d2b-f553-449d-a0a6-3422e8c44334","score":25.1,"mentions":3,"recommendedBy":["gemini","deepseek","grok"],"averagePositionByProvider":{"grok":24,"gemini":8,"deepseek":11}},{"rank":17,"brand":"TD Wealth Private Investment Advice","domain":"td.com","entityId":"92c75e59-2ee2-466c-b2fd-20351abbc62e","score":22,"mentions":2,"recommendedBy":["claude","deepseek"],"averagePositionByProvider":{"claude":3,"deepseek":2}},{"rank":18,"brand":"CI Assante Wealth Management","domain":null,"entityId":"452197f3-1937-4013-879a-253f20d6bc7c","score":17.6,"mentions":2,"recommendedBy":["claude","grok"],"averagePositionByProvider":{"grok":7,"claude":12}},{"rank":19,"brand":"RBC Wealth Management","domain":"rbcwealthmanagement.com","entityId":"9fb3182d-07f4-4303-934a-5cceff141e9c","score":17.5,"mentions":2,"recommendedBy":["openai","grok"],"averagePositionByProvider":{"grok":14,"openai":7}},{"rank":20,"brand":"IG Wealth Management","domain":"ig.ca","entityId":"8bc0a7ef-bc17-40ec-b985-f4b03e303c41","score":17.3,"mentions":2,"recommendedBy":["claude","deepseek"],"averagePositionByProvider":{"claude":11,"deepseek":12}},{"rank":21,"brand":"TD Wealth","domain":null,"entityId":"92c75e59-2ee2-466c-b2fd-20351abbc62e","score":17.3,"mentions":2,"recommendedBy":["openai","grok"],"averagePositionByProvider":{"grok":15,"openai":8}},{"rank":22,"brand":"BMO Private Wealth","domain":null,"entityId":"a231244e-141f-4b39-8781-09162ac05a30","score":17.2,"mentions":2,"recommendedBy":["openai","grok"],"averagePositionByProvider":{"grok":16,"openai":9}},{"rank":23,"brand":"Wellington-Altus","domain":null,"entityId":"fb6ef898-a8b2-438a-a720-c48190a4b8fe","score":17.1,"mentions":2,"recommendedBy":["gemini","grok"],"averagePositionByProvider":{"grok":18,"gemini":9}},{"rank":24,"brand":"Nest Wealth","domain":null,"entityId":"b0ae73c2-030e-4a51-b655-9aada4534632","score":17.1,"mentions":2,"recommendedBy":["perplexity","deepseek"],"averagePositionByProvider":{"deepseek":22,"perplexity":6}},{"rank":25,"brand":"Money Coaches Canada","domain":null,"entityId":"db86d3bc-f710-4ccf-80ad-61950e3213ca","score":16.8,"mentions":2,"recommendedBy":["gemini","deepseek"],"averagePositionByProvider":{"gemini":5,"deepseek":35}}],"answers":[{"provider":"claude","run":1,"model":"claude-sonnet-5","capturedAt":"2026-10-04T10:18:42.636Z","text":"Here's a practical breakdown of financial advice options in Canada, from DIY-friendly robo-advisors to full-service wealth management firms — based on what's currently popular and well-reviewed.\n\n## 1. Robo-Advisors & Low-Cost Digital Platforms (Best for most people)\nIf you don't have complex needs (business ownership, cross-border assets, large estates), a robo-advisor is usually the most cost-effective option.\n\n- **Wealthsimple Invest** is the dominant player in Canada. Wealthsimple Inc. is a Canadian online investment management service, and as of October 22, 2025, the firm holds over C$100 billion in assets under administration. It's praised as \"an excellent middle ground,\" charging 0.40% all-in and providing automatic rebalancing, diversification, and a human touch for simple questions, at 3–4x lower cost than a full-service advisor.\n- **DIY ETF investing** (even cheaper): buying an all-in-one ETF like XEQT or XGRO is now genuinely a 10-minute annual task, and platforms like Wealthsimple Trade offer $0 commission self-directed ETF investing.\n\n## 2. Big Bank Wealth Management (Full-Service, \"One-Stop Shop\")\nFor people wanting a traditional relationship with a dedicated advisor, the big banks remain the most commonly used:\n\n- **RBC Dominion Securities** — has been around since 1901, offers financial planning and wealth management solutions, and is Canada's leading full-service investment and wealth management firm, backed by the Royal Bank of Canada.\n- **TD Wealth Private Investment Advice** — one of the top 5 banks in Canada, also offering private wealth management services.\n- **BMO Nesbitt Burns, CIBC Wood Gundy, Scotia McLeod** — also consistently rank well; in a J.D. Power satisfaction study, National Bank Financial was the top bank based on customer satisfaction, placing third behind Edward Jones and Raymond James, with Desjardins, RBC Dominion Securities, BMO Nesbitt Burns, CIBC Wood Gundy, Scotia McLeod and Manulife also ranking highly.\n\n## 3. Independent/Full-Service Brokerages\nThese are popular if you want an advisor not tied to a single bank's products:\n\n- **Raymond James** — noted as one of the most recommended investment firms due to its high customer satisfaction score.\n- **IA Private Wealth** — a highly recommended wealth management firm known for tailored solutions, with over 500 independent advisor teams nationwide.\n- **IG Wealth Management** and **CI Assante Wealth Management** are also widely used brands for holistic financial planning.\n- **Edward Jones** — a well-known name for community-based, personal advisor relationships across Canada.\n\n## 4. Award-Winning Individual Advisors (2026)\nWealth Professional's 2026 5-Star Advisors list (based on client nominations for service quality and trust) highlights","extractedBrands":[{"name":"Wealthsimple Invest","domain":"wealthsimple.com","position":1},{"name":"RBC Dominion Securities","domain":"rbc.com","position":2},{"name":"TD Wealth Private Investment Advice","domain":"td.com","position":3},{"name":"BMO Nesbitt Burns","domain":"bmo.com","position":4},{"name":"CIBC Wood Gundy","domain":"cibc.com","position":5},{"name":"Scotia McLeod","domain":"scotiabank.com","position":6},{"name":"National Bank Financial","domain":"nbc.ca","position":7},{"name":"Edward Jones","domain":"edwardjones.com","position":8},{"name":"Raymond James","domain":"raymondjames.com","position":9},{"name":"IA Private Wealth","domain":"ia.ca","position":10},{"name":"IG Wealth Management","domain":"ig.ca","position":11},{"name":"CI Assante Wealth Management","domain":null,"position":12},{"name":"Manulife","domain":"manulife.ca","position":13}]},{"provider":"deepseek","run":1,"model":"deepseek-flash","capturedAt":"2026-10-04T10:18:42.636Z","text":"There isn’t one “best” financial advisor in Canada — it depends on whether you want a human advisor, a robo-advisor, a fee-only planner, or DIY investing. But if you mean the brands Canadians actually use and recognize, here’s the practical landscape.\n\n### 1. Full-service / human wealth management\nThese are the big names for people who want an advisor, financial plan, and discretionary portfolio management.\n\n- **RBC Dominion Securities / RBC Wealth Management** — largest full-service wealth manager in Canada.\n- **TD Wealth Private Investment Advice / TD Wealth** — broad bank-owned wealth arm.\n- **CIBC Wood Gundy / CIBC Private Wealth** — strong full-service and high-net-worth presence.\n- **BMO Nesbitt Burns / BMO Private Wealth** — full-service and private client.\n- **ScotiaMcLeod / Scotia Wealth Management** — full-service bank-owned.\n- **National Bank Financial** — especially strong in Quebec.\n- **Desjardins Wealth Management** — major in Quebec.\n- **Raymond James Ltd.** — large independent full-service dealer.\n- **Canaccord Genuity Wealth Management** — independent, often higher-net-worth.\n- **Richardson Wealth** — high-net-worth focused.\n- **Nicola Wealth** — integrated planning, often $1M+.\n- **IG Wealth Management** — huge advisor network, comprehensive planning.\n- **Edward Jones** — community-based advisors, long-term relationships.\n- **Assante Wealth Management, Manulife Securities, Sun Life Wealth** — common independent/insurance-affiliated channels.\n\n### 2. Robo-advisors / online managed portfolios\nPopular for simple, low-cost ETF portfolios.\n\n- **Wealthsimple Managed Investing** — by far the most-used robo-advisor in Canada.\n- **Questwealth Portfolios** — from Questrade, low-cost.\n- **BMO SmartFolio** — bank-owned robo.\n- **Justwealth** — known for target-date and RESP options.\n- **CI Direct Investing** — formerly WealthBar.\n- **Nest Wealth / ModernAdvisor / Invisor** — smaller options; check current availability.\n\n### 3. DIY discount brokerages\nFor people who want to buy ETFs/stocks themselves.\n\n- **Wealthsimple Trade** — very popular, commission-free Canadian stocks/ETFs.\n- **Questrade** — popular for ETFs and active traders.\n- **National Bank Direct Brokerage** — $0 commissions on Canadian/US stocks and ETFs.\n- **Desjardins Disnat** — also $0 commission on Canadian/US stocks and ETFs.\n- **Interactive Brokers Canada** — best for advanced traders, cheap FX.\n- **RBC Direct Investing, TD Direct Investing, BMO InvestorLine, CIBC Investor’s Edge, Scotia iTRADE** — the big bank brokerages.\n\n### 4. Fee-only / advice-only planners\nIf you want advice but no product sales, look for fee-only or advice-only planners.\n\n- **Money Coaches Canada**\n- **Objective Financial Partners**\n- **FP Canada’s “Find a Planner” directory**\n- **Institute of Advanced Financial Planners (IAP) directory**\n\n### Who actually uses what?\n- **Most assets:** RBC Dominion Securities, CIBC Wood Gundy, TD Wealth, BMO Nesbitt Burns, ScotiaMcLeod, National Bank Financial.\n- **Most advisors:** IG Wealth Management, Edward Jones, and bank branch advisors.\n- **Most online/robo:** Wealthsimple, Questrade/Questwealth, bank brokerages.\n- **High-net-worth:** Richardson Wealth, Nicola Wealth, RBC DS, CIBC Wood Gundy, BMO Private Wealth.\n- **Simple, low-cost investing:** Wealthsimple, Questwealth, BMO SmartFolio.\n\n### How to choose\n- **Check registration:** Use CIRO’s advisor search and your provincial securities regulator.\n- **Check credentials:** CFP, QAFP, PFP, or portfolio manager designation.\n- **Understand fees:** Full-service often 1%–2%+ AUM; robos ~0.2%–0.5% plus ETF fees; fee-only planners charge flat/hourly.\n- **Know the minimums:** Robos often $0–$500; full-service often $100k–$500k+; private wealth often $1M+.\n- **Ask about product shelf:** Proprietary bank funds vs. open architecture.\n- **Fiduciary nuance:** Portfolio managers are held to a fiduciary standard; bank branch advisors generally are not.\n\n### Bottom line\nIf you’re in Canada and want something simple under ~$100k, **Wealthsimple, Questrade/Questwealth, or BMO SmartFolio** are the common picks. If you want a human advisor and have $100k–$500k+, **IG Wealth, Edward Jones, Raymond James, or a bank wealth arm** are typical. For $500k+ and complex planning, **RBC Dominion Securities, CIBC Wood Gundy, TD Wealth, BMO Nesbitt Burns, Richardson Wealth, or Nicola Wealth** are common. For advice only, use a **fee-only planner** via FP Canada or IAP.\n\nThis is general information, not personalized financial advice. Verify current fees, minimums, and registration before choosing.","extractedBrands":[{"name":"RBC Dominion Securities","domain":"rbc.com","position":1},{"name":"TD Wealth Private Investment Advice","domain":"td.com","position":2},{"name":"CIBC Wood Gundy","domain":"cibc.com","position":3},{"name":"BMO Nesbitt Burns","domain":"bmo.com","position":4},{"name":"ScotiaMcLeod","domain":"scotiabank.com","position":5},{"name":"National Bank Financial","domain":"nbc.ca","position":6},{"name":"Desjardins Wealth Management","domain":"desjardins.com","position":7},{"name":"Raymond James Ltd.","domain":"raymondjames.com","position":8},{"name":"Canaccord Genuity Wealth Management","domain":"canaccordgenuity.com","position":9},{"name":"Richardson Wealth","domain":"richardsonwealth.com","position":10},{"name":"Nicola Wealth","domain":"nicolawealth.com","position":11},{"name":"IG Wealth Management","domain":"ig.com","position":12},{"name":"Edward Jones","domain":"edwardjones.com","position":13},{"name":"Assante Wealth Management","domain":null,"position":14},{"name":"Manulife Securities","domain":"manulife.ca","position":15},{"name":"Sun Life Wealth","domain":"sunlife.ca","position":16},{"name":"Wealthsimple Managed Investing","domain":"wealthsimple.com","position":17},{"name":"Questwealth Portfolios","domain":"questrade.com","position":18},{"name":"BMO SmartFolio","domain":"bmo.com","position":19},{"name":"Justwealth","domain":null,"position":20},{"name":"CI Direct Investing","domain":null,"position":21},{"name":"Nest Wealth","domain":null,"position":22},{"name":"ModernAdvisor","domain":null,"position":23},{"name":"Invisor","domain":null,"position":24},{"name":"Wealthsimple Trade","domain":"wealthsimple.com","position":25},{"name":"Questrade","domain":"questrade.com","position":26},{"name":"National Bank Direct Brokerage","domain":null,"position":27},{"name":"Desjardins Disnat","domain":null,"position":28},{"name":"Interactive Brokers Canada","domain":"interactivebrokers.com","position":29},{"name":"RBC Direct Investing","domain":"rbc.com","position":30},{"name":"TD Direct Investing","domain":"td.com","position":31},{"name":"BMO InvestorLine","domain":"bmo.com","position":32},{"name":"CIBC Investor’s Edge","domain":"cibc.com","position":33},{"name":"Scotia iTRADE","domain":"scotiabank.com","position":34},{"name":"Money Coaches Canada","domain":null,"position":35},{"name":"Objective Financial Partners","domain":null,"position":36},{"name":"FP Canada","domain":null,"position":37},{"name":"Institute of Advanced Financial Planners","domain":null,"position":38}]},{"provider":"gemini","run":1,"model":"gemini-3.5-flash","capturedAt":"2026-10-04T10:18:42.636Z","text":"In Canada, the financial advice landscape has shifted dramatically over the last few years. Traditionally, Canadians relied on the \"advisor at their local bank branch,\" but many have realized that those advisors are often mutual fund salespeople earning commissions on high-fee products. \n\nToday, the \"best\" financial advisor depends entirely on your net worth, your comfort with technology, and whether you want someone to manage your investments or just give you a conflict-free financial plan. \n\nThe top brands and products Canadians actually use are broken down into four distinct categories.\n\n---\n\n### 1. Robo-Advisors & Hybrid Digital Wealth (Best for Hands-Off, Low-Cost Investing)\nIf you want to build wealth automatically without paying high fees, robo-advisors are the most popular option in Canada. They use a brief questionnaire to determine your risk tolerance and automatically invest your money in a diversified portfolio of low-cost Exchange-Traded Funds (ETFs). \n\n*   **Wealthsimple (Wealthsimple Invest):** By far the market leader in Canada. It has a flawless, modern app and offers automated rebalancing, dividend reinvestment, and access to basic human advice. \n    *   **Fees:** 0.4% to 0.5% management fee (plus ~0.2% ETF MERs).\n    *   **Best for:** The average Canadian looking for a set-it-and-forget-it TFSA, RRSP, or FHSA.\n*   **Questwealth Portfolios (by Questrade):** Questrade is Canada’s largest independent online brokerage, and their robo-advisor platform is the cheapest on the market.\n    *   **Fees:** 0.20% to 0.25% management fee.\n    *   **Best for:** Fee-sensitive, hands-off investors.\n*   **Justwealth:** Frequently ranked by *MoneySense* as a top-tier robo-advisor. They offer highly customized portfolios, great tax-loss harvesting for non-registered accounts, and personalized service.\n    *   **Best for:** High-net-worth investors or families looking to optimize an RESP.\n\n---\n\n### 2. Fee-Only / Advice-Only Financial Planners (Best for Unbiased, Conflict-Free Advice)\nIf you are comfortable managing your own investments (e.g., buying all-in-one ETFs like VGRO or XEQT) but want an expert to build you a comprehensive retirement plan, tax strategy, or estate plan, **Advice-Only Planners** are highly recommended. They do not sell products or manage your assets; instead, they charge a flat project fee or hourly rate for their time. \n\n*   **Objective Financial Partners:** Founded by well-known financial columnist Jason Heath, this is one of Canada's largest and most reputable advice-only firms. They offer flat-fee planning across retirement, tax, and estate needs.\n*   **Money Coaches Canada:** Another highly popular national brand that focuses on cash-flow planning, debt management, budgeting, and long-term wealth projection.\n*   **Spring Planning:** Highly rated for estate, corporate, and cross-border financial planning.\n*   **How to find them:** Since these planners are highly independent, Canadians often use trusted, crowdsourced lists to find them:\n    *   *The Value of Simple Fee-Only Directory* (a highly utilized spreadsheet of vetted planners).\n    *   *Steadyhand Advice-Only Directory*.\n    *   The member registry on the *Financial Planning Association of Canada (FPAC)* website.\n\n---\n\n### 3. Independent Wealth Management Firms (Best for $500K+ Net Worth)\nIf you have a larger portfolio (typically over $500,000) and want a dedicated human advisor, independent wealth firms are highly favored over big banks because they offer broader investment access (like private equity and real estate) and more specialized tax planning.\n\n*   **PWL Capital:** Extremely famous in Canadian personal finance circles (largely due to their research and the *Rational Reminder* podcast hosted by their advisors, Ben Felix and Cameron Passmore). They specialize in evidence-based, low-cost index investing combined with high-end, holistic financial planning.\n*   **Nicola Wealth:** A highly prestigious national firm known for managing wealth for business owners and high-net-worth families. They are famous for integrating private asset classes (real estate, private debt) alongside public equities.\n*   **Wellington-Altus / Richardson Wealth:** Two of the fastest-growing independent advisory networks in Canada. They routinely score incredibly high in advisor and client satisfaction surveys because they act as true fiduciaries for wealthy families.\n\n---\n\n### 4. Traditional Bank Brokerages / Full-Service Wealth (Best for Convenience)\nIf you prefer having all of your banking, mortgages, and investments under one roof, the wealth management arms of Canada's major financial institutions remain highly utilized. To get a dedicated advisor here, you typically need a minimum of $100,000 to $250,000 to invest.\n\n*   **National Bank Financial (NBF):** Consistently scores near the top of J.D. Power's client satisfaction rankings for full-service investment firms in Canada. NBF is highly regarded for its structured wealth planning and technology.\n*   **RBC Dominion Securities:** As Canada’s largest bank-affiliated wealth manager, RBC has an incredibly deep roster of advisors and offers highly sophisticated cross-border, trust, and business-succession planning. \n*   **Edward Jones:** While not one of the \"Big Five\" banks, Edward Jones operates on a unique model of face-to-face, community-based offices across Canada. They consistently rank #1 or #2 for investor satisfaction among advised clients.\n\n---\n\n### A Checklist for Canadians Hiring a Financial Advisor\nBefore you sign any paperwork, make sure to ask these questions:\n1.  **\"Are you a CFP?\"** Look for a **Certified Financial Planner (CFP)**. It is the gold standard for financial planning in Canada. (In Quebec, look for a *Pl. Fin.* designation).\n2.  **\"How are you paid?\"** If they say they are \"free\" or paid by the mutual fund company, walk away. You are paying for them through high MERs (Management Expense Ratios) embedded in your funds. Ensure they explain their fees clearly (either flat-fee, hourly, or a percentage of Assets Under Management / AUM).\n3.  **\"Are you registered?\"** You can easily look up any individual or firm on the **Canadian Investment Regulatory Organization (CIRO)** database (formerly IIROC/MFDA) to ensure they have a clean compliance record and are legally registered to sell the products they are recommending.","extractedBrands":[{"name":"Wealthsimple","domain":"wealthsimple.com","position":1},{"name":"Questwealth Portfolios","domain":"questrade.com","position":2},{"name":"Justwealth","domain":null,"position":3},{"name":"Objective Financial Partners","domain":null,"position":4},{"name":"Money Coaches Canada","domain":null,"position":5},{"name":"Spring Planning","domain":null,"position":6},{"name":"PWL Capital","domain":null,"position":7},{"name":"Nicola Wealth","domain":null,"position":8},{"name":"Wellington-Altus","domain":null,"position":9},{"name":"Richardson Wealth","domain":null,"position":10},{"name":"National Bank Financial","domain":"nbc.ca","position":11},{"name":"RBC Dominion Securities","domain":"rbc.com","position":12},{"name":"Edward Jones","domain":"edwardjones.com","position":13}]},{"provider":"grok","run":1,"model":"grok-4.3","capturedAt":"2026-10-04T10:18:42.636Z","text":"**The \"best\" financial advisors or wealth management options in Canada depend on your needs**—such as portfolio size, desire for hands-off vs. personalized advice, fees, and whether you prefer a big bank for convenience or an independent/robo-advisor for lower costs or specialization.[[1]](https://www.citehawk.com/leaderboards/financial-advisors/ca)[[2]](https://www.finder.com/ca/stock-trading/best-financial-advisors)\n\nCanadians commonly turn to banks/investment firms (about 33% of advice sources in recent surveys), friends/family, or professional advisors/planners (around 25%). Robo-advisors like Wealthsimple have become very popular for automated, lower-cost investing, especially among newer or younger investors.[[3]](https://www.canada.ca/en/financial-consumer-agency/programs/research/financial-advice.html)[[4]](https://westmountfundamentals.com/best-robo-advisors-canada)\n\nHere are the top brands and products people actually use, based on customer satisfaction studies (e.g., J.D. Power), popularity/AUM, reviews, and awards:\n\n### Robo-Advisors (Best for Hands-Off, Lower-Cost Investing)\nThese build diversified ETF portfolios automatically, with rebalancing and low minimums. They're widely used for simplicity and fees typically under 1% all-in (vs. 1-2%+ for traditional advisors).\n\n- **Wealthsimple Invest (or Wealthsimple Managed Investing)**: Canada's most popular and largest robo-advisor by AUM and user base. Often ranked #1 overall for beginners due to $0 minimum, user-friendly app, TFSA/RRSP/FHSA/RESP options, SRI/Halal portfolios, and strong satisfaction scores (tops DIY investor segments in J.D. Power). Fees around 0.4–0.5% (lower tiers for larger balances). Great entry point for most Canadians.[[1]](https://www.citehawk.com/leaderboards/financial-advisors/ca)[[4]](https://westmountfundamentals.com/best-robo-advisors-canada)[[5]](https://bestmutualfunds.ca/best-robo-advisors-canada)\n- **Questwealth Portfolios (Questrade)**: Frequently praised for the lowest fees (0.20–0.25% management + ETF MERs). Solid for cost-conscious users with $1,000+; supports most account types.[[4]](https://westmountfundamentals.com/best-robo-advisors-canada)[[6]](https://bestmutualfunds.ca/robo-advisor-canada-comparison-2026)\n- **Bank-affiliated options**: RBC InvestEase (convenient for RBC clients, ~0.5% fee) and BMO SmartFolio (~0.4–0.7%). These integrate well if you already bank there.[[4]](https://westmountfundamentals.com/best-robo-advisors-canada)\n- **Others worth noting**: CI Direct Investing (access to human CFPs at various balances, good for planning needs).[[6]](https://bestmutualfunds.ca/robo-advisor-canada-comparison-2026)\n\nRobos suit smaller-to-medium portfolios or those wanting low maintenance. Total costs are typically 0.4–0.7% all-in.\n\n### Traditional Full-Service Wealth Management & Advisors (Best for Personalized Advice)\nThese offer comprehensive planning (investments, tax, estate, retirement) with human advisors. Higher fees but strong for complex needs or high-net-worth individuals. Big banks dominate usage due to branches and integration.\n\n**Top-rated by customer satisfaction (J.D. Power and similar studies)**:\n- **National Bank Financial**: Often ranks highest overall for advised investors.[[2]](https://www.finder.com/ca/stock-trading/best-financial-advisors)[[7]](https://www.jdpower.com/business/press-releases/2025-canada-investor-satisfaction-study)\n- **Edward Jones**: Consistently top-tier satisfaction; relationship-focused, widely available across Canada.[[2]](https://www.finder.com/ca/stock-trading/best-financial-advisors)[[8]](https://www.wealthprofessional.ca/your-practice/investor-resources/the-top-investment-firms-in-canada-ranked-by-customer-satisfaction-scores/389667)\n- **Raymond James**: High satisfaction scores; strong for full-service advice.[[2]](https://www.finder.com/ca/stock-trading/best-financial-advisors)\n- Others frequently in top rankings: iA Private Wealth, CI Assante Wealth Management, Desjardins, RBC Dominion Securities, BMO Nesbitt Burns, CIBC Wood Gundy, ScotiaMcLeod, and Manulife.[[2]](https://www.finder.com/ca/stock-trading/best-financial-advisors)[[8]](https://www.wealthprofessional.ca/your-practice/investor-resources/the-top-investment-firms-in-canada-ranked-by-customer-satisfaction-scores/389667)\n\n**Big bank wealth arms** (very commonly used for convenience): RBC Wealth Management/Dominion Securities, TD Wealth, BMO Private Wealth, CIBC Wood Gundy, and Scotiabank's ScotiaMcLeod. These handle a huge share of Canadian assets.[[9]](https://milliondollarjourney.com/wealth-management-companies.htm)\n\n**Notable independents/boutiques** (often highlighted in Wealth Professional 5-Star lists for client service): Teams at Wellington-Altus Private Wealth, Richardson Wealth, CG Wealth Management, Harbourfront Wealth, and advisors affiliated with IG Private Wealth or Manulife Wealth. Specific standout advisors (from recent 5-Star recognitions) include those at firms like Cresco Wealth Management, Nicola Wealth, or BGY Wealth Management—search locally or via firm sites for matches.[[10]](https://www.wealthprofessional.ca/best-in-wealth/best-financial-advisors-in-canada-5-star-advisors/389176)[[11]](https://www.wealthprofessional.ca/best-in-wealth/best-financial-advisors-in-canada-5-star-advisors/392477)\n\n**Fee-only or advice-only planners** (unbiased, hourly/project-based or flat fees; ideal if you want planning without product sales pressure): Options like those from Objective Financial Partners or independents such as Jason Heath or similar CFPs. Less \"branded\" but highly regarded for objectivity.[[9]](https://milliondollarjourney.com/wealth-management-companies.htm)\n\n### Quick Tips for Choosing in Canada\n- **Assess your situation**: Under ~$100k–250k and simple needs? Start with Wealthsimple or a bank robo. Complex taxes/estate/business succession or larger portfolios? Consider full-service (National Bank Financial, Edward Jones, or a 5-Star team) or a fee-only planner.\n- **Check credentials**: Look for CFP (Certified Financial Planner) designation. Compare fees, minimums, and services.\n- **Verify and compare**: Use J.D. Power studies for satisfaction, review firm sites or the Wealth Professional awards for recent standouts, and consider your province's regulations. Many offer free consultations.\n- **Popular reality**: Most everyday Canadians use their bank's advisor or a robo like Wealthsimple for ease. Higher-net-worth individuals often go with Edward Jones, Raymond James, or bank private wealth teams.[[1]](https://www.citehawk.com/leaderboards/financial-advisors/ca)\n\nShop around, ask about total costs (including embedded fees), and ensure the advisor is a good fit for your goals. Regulations require suitability and disclosure, but always review the fine print. If your needs are specific (e.g., retirement income, taxes), a targeted search for local CFPs or firm comparisons is recommended.","extractedBrands":[{"name":"Wealthsimple","domain":"wealthsimple.com","position":1},{"name":"Questwealth Portfolios","domain":"questrade.com","position":2},{"name":"National Bank Financial","domain":null,"position":3},{"name":"Edward Jones","domain":"edwardjones.com","position":4},{"name":"Raymond James","domain":"raymondjames.com","position":5},{"name":"iA Private Wealth","domain":null,"position":6},{"name":"CI Assante Wealth Management","domain":null,"position":7},{"name":"Desjardins","domain":null,"position":8},{"name":"RBC Dominion Securities","domain":null,"position":9},{"name":"BMO Nesbitt Burns","domain":null,"position":10},{"name":"CIBC Wood Gundy","domain":null,"position":11},{"name":"ScotiaMcLeod","domain":null,"position":12},{"name":"Manulife","domain":"manulife.com","position":13},{"name":"RBC Wealth Management","domain":null,"position":14},{"name":"TD Wealth","domain":null,"position":15},{"name":"BMO Private Wealth","domain":null,"position":16},{"name":"Scotiabank","domain":null,"position":17},{"name":"Wellington-Altus Private Wealth","domain":null,"position":18},{"name":"Richardson Wealth","domain":null,"position":19},{"name":"CG Wealth Management","domain":null,"position":20},{"name":"Harbourfront Wealth","domain":null,"position":21},{"name":"IG Private Wealth","domain":null,"position":22},{"name":"Cresco Wealth Management","domain":null,"position":23},{"name":"Nicola Wealth","domain":null,"position":24},{"name":"BGY Wealth Management","domain":null,"position":25},{"name":"Objective Financial Partners","domain":null,"position":26},{"name":"Jason Heath","domain":null,"position":27}]},{"provider":"openai","run":1,"model":"gpt-5.5-2026-04-23","capturedAt":"2026-10-04T10:18:42.636Z","text":"Assuming you’re **in Canada**, here’s the practical shortlist I’d use in 2026. The “best” choice depends less on the brand and more on whether you need **investment management**, **financial planning**, or **tax/estate/retirement advice**.\n\n## Quick recommendation\n\nFor most Canadians, the best setup is usually:\n\n1. **Simple investing / TFSA / RRSP / FHSA:**  \n   **Wealthsimple Managed Investing** or **Questrade Questwealth Portfolios**.\n\n2. **Want a bank-backed robo-advisor:**  \n   **RBC InvestEase**.\n\n3. **Want real planning, not product sales:**  \n   Hire an **advice-only CFP/QAFP planner**, then invest separately.\n\n4. **High net worth / complex tax, estate, corporation, trust, cross-border issues:**  \n   Interview teams at **RBC Wealth Management, TD Wealth, BMO Private Wealth, Scotia Wealth, CIBC Private Wealth / Wood Gundy, or National Bank Financial Wealth Management**.\n\n5. **DIY but want the “product people actually use”:**  \n   Use an all-in-one ETF like **VEQT/VGRO/VBAL**, **XEQT/XGRO/XBAL**, or **ZEQT/ZGRO/ZBAL** through a brokerage.\n\n---\n\n## Best Canadian advisor/platform brands by use case\n\n| Best for | Recommended brands/products | Why |\n|---|---|---|\n| **Most Canadians who want hands-off investing** | **Wealthsimple Managed Investing** | Very popular, easy UX, no high minimum, broad account support. Wealthsimple reported **$155.6B in assets under administration and 3.6M clients** as of June 30, 2026. Managed investing fees are **0.50% for Core**, **0.40% for Premium**, and **0.20%–0.40% for Generation**, before fund MERs. ([newsroom.wealthsimple.com](https://newsroom.wealthsimple.com/wealthsimple-reports-17b-net-flows-in-q2-driven-by-high-demand-for-chequing-and-spending-products?utm_source=openai)) |\n| **Lowest-fee managed portfolio** | **Questrade Questwealth Portfolios** | One of the strongest value picks: **0.25%** management fee for $250–$99,999 and **0.20%** for $100,000+, plus ETF MERs. Questrade lists regular portfolio MERs around **0.09%–0.12%** and SRI portfolios around **0.20%–0.24%**. ([invest.questrade.com](https://invest.questrade.com/pricing/questwealth-portfolios-fees)) |\n| **Bank comfort / RBC clients** | **RBC InvestEase** | Good if you want a robo-advisor attached to a major Canadian bank. RBC InvestEase charges a **0.50% annual management fee**, plus ETF MERs; its standard portfolio MERs are listed around **0.10%–0.16%** on RBC’s responsible-investing fee table and **0.11%–0.23%** in RBC’s fee explainer. ([rbcinvestease.com](https://www.rbcinvestease.com/pricing-fees.html?utm_source=openai)) |\n| **BMO clients who want a robo-style option** | **BMO SmartFolio** | Viable, but generally pricier than Questrade/Wealthsimple/RBC at smaller balances. BMO SmartFolio has a **$1,000 minimum**, a tiered advisory fee of **0.70% on the first $100k**, then **0.60%**, **0.50%**, and **0.40%** on higher tiers, plus ETF MERs estimated around **0.20%–0.35%**. ([bmo.com](https://www.bmo.com/en-ca/main/personal/investments/direct-investing/smartfolio/pricing/)) |\n| **More personalized robo / portfolio manager model** | **Justwealth** or **CI Direct Investing** | Worth considering if you want more human support or different portfolio options. Justwealth lists a **0.50% annual management fee** plus about **0.20% average ETF fees**; CI Direct’s standard tiered management fee is **0.60% under $150k**, **0.40% from $150k–$500k**, and **0.35% over $500k**, plus MERs. ([justwealth.com](https://www.justwealth.com/pricing/?utm_source=openai)) |\n| **Independent financial plan, retirement/tax/decumulation help** | **Advice-only CFP/QAFP planner** | Best if you need advice but don’t necessarily need someone to manage your investments. Advice-only planners don’t sell products or earn commissions; the AdviceOnlyPlanners.ca directory says listed planners are CFP or QAFP professionals and verified as earning income only from planning. FP Canada also provides a planner-verification/search tool. ([adviceonlyplanners.ca](https://www.adviceonlyplanners.ca/)) |\n| **High-net-worth full-service wealth management** | **RBC Wealth Management, TD Wealth, BMO Private Wealth, Scotia Wealth, CIBC Private Wealth / Wood Gundy, National Bank Financial** | These are the brands Canadians actually use for large portfolios, estates, trusts, corporate planning and private banking. RBC Wealth Management reports over **C$5.3T AUA**, over **C$1.5T AUM**, and 6,000+ wealth professionals globally; TD Wealth and Insurance serves over **6M clients** in Canada; Scotiabank reported **$820B** in Global Wealth Management AUA in Q2 2026. ([rbcwealthmanagement.com](https://www.rbcwealthmanagement.com/en-ca/newsroom/2026-03-23/rbc-wealth-management-recognized-for-high-net-worth-client-service-and-succession-planning-at-euromoney-private-banking-awards-2026?utm_source=openai)) |\n| **DIY investors who don’t need an advisor** | **Vanguard, iShares, BMO all-in-one ETFs** | For simple long-term portfolios, all-in-one ETFs often beat paying an advisor. Vanguard Canada lists popular asset-allocation ETFs like **VEQT, VGRO, VBAL** with MERs around **0.22%**; iShares offers **XEQT, XGRO, XBAL** across different stock/bond allocations; BMO has **ZEQT, ZGRO, ZBAL** and lowered management fees on several asset-allocation ETFs. ([vanguard.ca](https://www.vanguard.ca/en/product?utm_source=openai)) |\n\n---\n\n## My ranked picks\n\n### 1. **Wealthsimple Managed Investing — best overall for most people**\nPick this if you want a simple, modern, hands-off way to invest in a TFSA, RRSP, FHSA, RESP, LIRA, RRIF, or taxable account. It’s especially good for people who value convenience, automation, and a clean app.\n\n**Downside:** not the absolute cheapest if you’re comfortable with Questrade or DIY ETFs.\n\n---\n\n### 2. **Questrade Questwealth — best low-cost managed portfolio**\nPick this if cost is your main criterion but you still want portfolio management. Its management fee is materially lower than most robo-advisors.\n\n**Downside:** Questwealth is not purely passive in the same way as buying a broad all-in-one ETF yourself; check whether you’re comfortable with their portfolio approach.\n\n---\n\n### 3. **RBC InvestEase — best big-bank robo-advisor**\nPick this if you bank with RBC, want a recognizable institution, and don’t want a full-service advisor. It’s simple and reasonably priced versus traditional mutual-fund-heavy bank advice.\n\n**Downside:** 0.50% plus MERs is still more than DIY all-in-one ETFs.\n\n---\n\n### 4. **Advice-only CFP/QAFP planner — best for real advice**\nIf your real question is “Can I retire?”, “How do I draw down my RRSP/RRIF?”, “Should I incorporate?”, “How do I use my FHSA/TFSA/RRSP?”, or “How do I handle inheritance?”, a robo-advisor is not enough. Hire a planner for a flat/project/hourly fee, then invest separately.\n\nThis is often the best model for Canadians with $100k–$1M who don’t need daily portfolio management.\n\n---\n\n### 5. **RBC / TD / BMO / Scotia / CIBC / National Bank wealth teams — best for complex wealth**\nIf you have $1M+, a corporation, trusts, rental properties, cross-border issues, stock options, or a complex estate, the big-bank wealth arms can be useful. But don’t pick the logo—pick the **individual advisory team**.\n\nAsk each team:\n\n- Are you paid by commission, salary, AUM fee, or product trailers?\n- What is the **all-in annual cost**, including fund MERs?\n- Will I receive tax, estate, retirement, and insurance planning?\n- Are you a **CFP, CIM, CFA, CPA, TEP**, or portfolio manager?\n- Will you use low-cost ETFs, F-class funds, individual securities, or proprietary funds?\n- Can I see a sample financial plan?\n\n---\n\n## What I’d avoid\n\nBe careful with:\n\n- “Free” bank advisors who mainly sell high-MER mutual funds.\n- Any advisor who won’t clearly disclose total fees.\n- Proprietary mutual funds with MERs around 2% unless there’s a very strong reason.\n- Insurance-heavy sales pitches when your main need is investing.\n- Advisors who promise market-beating returns.\n- Anyone not properly registered.\n\nCanada’s Financial Consumer Agency recommends checking an advisor’s registration, and the CSA’s National Registration Search lets you verify whether an individual or firm is registered. CIRO also recommends checking an advisor’s registration and disciplinary history before working with them. ([canada.ca](https://www.canada.ca/en/financial-consumer-agency/services/savings-investments/choose-financial-advisor.html?utm_source=openai))\n\n---\n\n## Bottom line\n\nIf you want my practical answer:\n\n- **Best overall platform:** Wealthsimple Managed Investing  \n- **Best low-fee robo:** Questrade Questwealth  \n- **Best bank robo:** RBC InvestEase  \n- **Best real planning model:** Advice-only CFP/QAFP planner + low-cost ETFs  \n- **Best high-net-worth brands:** RBC Wealth Management, TD Wealth, BMO Private Wealth, Scotia Wealth, CIBC Wood Gundy, National Bank Financial  \n- **Best DIY products:** VEQT/VGRO/VBAL, XEQT/XGRO/XBAL, ZEQT/ZGRO/ZBAL  \n\nFor a typical Canadian, I’d lean toward **an advice-only planner for the plan** and **Wealthsimple, Questrade, RBC InvestEase, or all-in-one ETFs for the investing**.","extractedBrands":[{"name":"Wealthsimple","domain":"wealthsimple.com","position":1},{"name":"Questrade Questwealth Portfolios","domain":"questrade.com","position":2},{"name":"RBC InvestEase","domain":"rbcinvestease.com","position":3},{"name":"BMO SmartFolio","domain":"bmo.com","position":4},{"name":"Justwealth","domain":"justwealth.com","position":5},{"name":"Advice-only CFP/QAFP planner","domain":null,"position":6},{"name":"RBC Wealth Management","domain":"rbcwealthmanagement.com","position":7},{"name":"TD Wealth","domain":null,"position":8},{"name":"BMO Private Wealth","domain":null,"position":9},{"name":"Scotia Wealth","domain":null,"position":10},{"name":"CIBC Private Wealth / Wood Gundy","domain":null,"position":11},{"name":"National Bank Financial","domain":null,"position":12},{"name":"Vanguard","domain":"vanguard.ca","position":13},{"name":"iShares","domain":null,"position":14},{"name":"BMO all-in-one ETFs","domain":"bmo.com","position":15}]},{"provider":"perplexity","run":1,"model":"sonar","capturedAt":"2026-10-04T10:18:42.636Z","text":"If you want the **best-known financial advisory brands in Canada that people actually use**, the strongest mainstream names in the results are **National Bank Financial, Edward Jones Canada, iA Private Wealth, Desjardins, and Raymond James**.[9][1][19] If you want **robo-advisors** instead of a human advisor, **Nest Wealth** is one of the better-known Canadian options in the results.[12]\n\nThe most useful way to think about “best” is by *fit*, because different advisor types serve different needs. The Government of Canada recommends checking qualifications and asking whether an advisor has ever been disciplined by a regulator before hiring one.[13] RBC also notes that advisors may be found at banks, credit unions, insurance companies, and independent investment firms.[16]\n\n**Commonly used advisor brands in Canada**\n| Brand | What it’s known for | Notes |\n|---|---|---|\n| **National Bank Financial** | Large investment/advice platform | Ranked #1 in a customer-satisfaction list of top investment firms in Canada.[9] |\n| **Edward Jones Canada** | Face-to-face branch-based advice | Ranked #2 in the same customer-satisfaction list.[9] |\n| **iA Private Wealth** | Private wealth and advisory services | Appears in both a Canadian advisor ranking and a top-firms list.[1][9] |\n| **Desjardins** | Broad financial services and advice | Appears in a Canadian advisor ranking.[1] |\n| **Raymond James** | Independent wealth management | A major Canadian wealth firm with an established advisory platform.[19] |\n\n**Popular robo-advisor option**\n| Product | Best for | Notes |\n|---|---|---|\n| **Nest Wealth** | Hands-off investing at lower cost | Included in MoneySense’s 2026 robo-advisor guide.[12] |\n\n**If you want fee-only planning**\n- **Objective Financial Partners** is a Toronto-based fee-only planner mentioned in the results.[15]\n- Fee-only firms can be a good fit if you want advice without product sales incentives, but you should still verify credentials and compensation structure.[13][16]\n\n**What to ask before choosing**\n- Are you a **Certified Financial Planner** or otherwise licensed for the service I need?[13]\n- How are you **paid**: fee-only, commission, or asset-based?\n- Do you specialize in **retirement, tax planning, investing, business owners, or high-net-worth clients**?\n- Can you show a clear **disciplinary record** check?[13]\n\nIf you want, I can narrow this to the **best advisors in Canada by category** such as **fee-only, retirement planning, high-net-worth, robo-advisors, or Toronto/Vancouver/Montreal**.","extractedBrands":[{"name":"National Bank Financial","domain":null,"position":1},{"name":"Edward Jones Canada","domain":null,"position":2},{"name":"iA Private Wealth","domain":null,"position":3},{"name":"Desjardins","domain":null,"position":4},{"name":"Raymond James","domain":"raymondjames.ca","position":5},{"name":"Nest Wealth","domain":null,"position":6},{"name":"Objective Financial Partners","domain":"objectivefinancialpartners.com","position":7}]}]}