AI recommendation index · ranked by measured share, not opinion

Financial advisor firms — Ontario

Which financial advice firms AI assistants name when Ontarians ask who should manage their money. Firms are measured; individual advisors are not ranked.

Queued · universe in preparation · method v2.3 · 16 questions × scored assistants × 3 runs

How a reading is built

3runs

Every scored question is put to every scored assistant three times, under identical settings, inside one 72-hour window.

Same questionsSame settings72 hours

What the score means

0 – 100

AI recommendation share: how often a business is named, weighted by its position in the answer. The spread across runs is published with it.

Never namedAlways first

What a place costs

No business can pay to be scored, listed, moved or removed. Eligibility comes from a published list, fixed before any assistant is asked.

No pay-to-play

This reading's movers

UNIVERSE

Source set

Registered dealer and adviser firms serving Ontario retail clients (CIRO members and registered portfolio managers), measured at firm level. Individual advisors are not ranked.

PROMPTS

17 drafted

16 scored questions across five pillars plus one branded question, reported not ranked. Frozen at first capture.

QUEUED

First reading not yet scheduled

Capture dates are announced on this page and on the Pipeline page before the run. No business has a score yet, and none can pay for a place.

The ranking

Share is the position-weighted share of answers that recommend the business, 0 to 100, across every scored question, assistant and run in the reading. Spread is the variation between runs. Engines shows which of the scored assistants named the business at least once.

This index is set up and waiting for its first capture. The eligible list is compiled from the source below, frozen with its export date, and published here before scoring.

Agency client: see independence

Eligible but not named

After the first reading, eligible businesses that no assistant named are listed here. Not named means not named; it is not a judgment about the business.

The 17 questions we asked

Each scored question was asked three times to each scored assistant during the capture window, with no account history and no location signal beyond the question text. The branded question is reported, not counted toward the ranking.

Draft prompt set (v0). Frozen, versioned and published as individual pages at the first capture.

01Who are the best financial advisors in Ontario?Category
02Which financial planning firms in Canada can I trust?Category
03Which wealth management firms in Toronto have the best reputation?Category
04Good financial advisor firms in Ottawa?Local
05Which financial advisors in the GTA work with young families?Local
06Best financial planning firm in Hamilton or Kitchener-Waterloo?Local
07How do I check that a financial advisor in Ontario is registered, and which firms are reputable?Risk and compliance
08Which advisor firms in Canada are fee-only and avoid conflicts of interest?Risk and compliance
09Which investment firms in Ontario have disciplinary problems?Risk and compliance
10Which firms are fiduciaries for their clients in Canada?Risk and compliance
11Best robo-advisor in Canada?Innovation
12Which Canadian advisory firms offer good online planning?Innovation
13Best financial advisor firm for retirement planning with $500,000 in Ontario?Outcome
14Which firm should a new immigrant in Toronto use to start investing?Outcome
15Best advisor firm for a small business owner in Ontario?Outcome
16Compare three financial planning firms in Ontario.Outcome
17Is [firm] a good firm to manage my investments?BrandedReported, not ranked

How this was measured

Registered dealer and adviser firms serving Ontario retail clients (CIRO members and registered portfolio managers), measured at firm level. Individual advisors are not ranked.

Read the full methodology

Use this data

Every number on this page is published as structured data for journalists, researchers and AI systems. Cite the reading, not the page: readings are dated, and any correction is logged on the reading with its date, with the superseded figures left visible.

Trust Index, Financial advisor firms · Ontario (queued; universe in preparation). https://thetrustindex.ai/rankings/ca-financial-advisor-firms-ontario

Readings are dated; any correction is logged on the reading with its date.

A measurement of AI assistant recommendation share, not advice, an endorsement or a quality rating. See Terms.

Structured data for this market: /data · Press guide: /press · Corrections: /corrections

Is your business on this list?

Every eligible business has a page here whether it was named or not. Check your standing, request a correction, or ask how monitoring works. The score itself is never for sale.

Check your standing Request a correction