High Net Worth & Business Owners · Canada
Best financial advisors in Canada for a $1 million portfolio
Research summary
Asked "Best financial advisors in Canada for a $1 million portfolio" between 2 and 3 October 2026, ChatGPT, Perplexity and Google AI Overview named BMO Private Wealth most often, in 3 of 6 answers. After BMO Private Wealth come Richardson Wealth (3) and CIBC Wood Gundy (2). The sources cited most were td.com (9) and wsj.com (7).
Every firm named, engine by engine
| Firm |  ChatGPT |  Perplexity |  Google AI Overview | Answers |
|---|---|---|---|---|
 BMO Private Wealth | 2nd | – | 1st | 3/6 |
 Richardson Wealth | 4th | – | 4th | 3/6 |
 CIBC Wood Gundy | 5th | – | 2nd | 2/6 |
 RBC Wealth Management | 1st | – | – | 2/6 |
 TD Wealth | 3rd | – | – | 2/6 |
 Wealthsimple | – | – | – | 2/6 |
 Harbourfront Wealth | – | – | 6th | 1/6 |
| MMacdonald Shymko & Co. | – | – | – | 1/6 |
 National Bank Financial | – | – | – | 1/6 |
 National Bank Private Banking 1859 | – | – | – | 1/6 |
 Nicola Wealth | – | – | 3rd | 1/6 |
 PWL Capital | – | – | – | 1/6 |
 Questrade | – | – | – | 1/6 |
 Raymond James | – | – | – | 1/6 |
 Wellington-Altus | – | – | 5th | 1/6 |
Each engine's place in its latest answer: ChatGPT 3 October 2026 · Perplexity 3 October 2026 · Google AI Overview 3 October 2026
Is your firm in these answers?See every question that names you, and the ones that skip you.Find out freeSources cited
osc.ca3
privatebankers.ca3
barrons.com2
coleandassociates.ca2
dakota.com2
danielsongroup.ca2
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