Cobourg, ON

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Cobourg, ON
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Best Financial Advisors in Cobourg, ON

The highest-rated Financial Planning & Wealth Management companies out of 39 vetted & reviewed in the Cobourg area.

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Cobourg Tax and Accounting

Cobourg Tax and Accounting

(31)
  • Income
  • Business
  • Investment
“My tax return was very (very) overdue and I could not figure out why the software I was using - linked right from the CRA's site and pulling figures right from MyCRA - was either showing no income at all, completely screwed up "profits" from stocks, ...”
1 Queen St Suite 102, Cobourg, ON K9A 1M8
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Ashley Smith - Advisor Sun Life Financial

Ashley Smith - Advisor Sun Life Financial

(1)
“Ashley was very nice she answered all my questions and set up a meeting for me.”
210 Willmott St, Cobourg, ON K9A
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Racine Financial

Racine Financial

(5)
Financial Planning, Investment Management, Insurance
“We were looking for a Financial Advice team who would help us plan our financial future, give us confidence and information to make the right decisions, as well as help to keep us accountable.”
Family Business
37 Walton St #201, Port Hope, ON L1A 1N2
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Dvern & Lehr

Dvern & Lehr

“The biggest advantage credit unions offer is a greater return on investment for money you've deposited in a savings account. Because credit unions aren't trying to make a profit, they funnel more money back to you. If your primary concern is getting ...”
In Business Since 2013
Serving Cobourg Area
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Harmer Wealth Management Corp.

Harmer Wealth Management Corp.

(50)
Real Estate, Financial Planning and Investing, Life and Disability Insurance
“I am very happy with how the team has started off and how they keep in touch to make sure everything is on track with my current goals and future ones.”
In Business Since 2019
Transparent Fees & Pricing
Offers Financing Options
Licensed
Serving Cobourg Area
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Matthews + Associates

Matthews + Associates

(19)
  • Expectations
  • Retirement
  • Financial Advisor
“When Joe Curry took over the reins from Randy Mather he brought another dimension into the organization to strengthen it even more and provide continuous relevant information to his clients via webinars, zoom conferences and podcasts.”
478 Downie St, Peterborough, ON K9H 0A4
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Harbr Financial Group

Harbr Financial Group

(12)
  • Insurance
  • Business
  • Future
“Great customer service, highly accountable and always responsive.”
In Business Since 2020
Family Business
452 Charlotte St, Peterborough, ON K9J 2W3
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Trinity Family Wealth Advisors

Trinity Family Wealth Advisors

(5)
Financial & Estate Planning, Investment Management, Legacy & Philanthropic Planning
“They have tailored our financial plan to our specific circumstances and taken a keen personal interest in our future welfare that goes beyond the excellent investment planning services they provide.”
Licensed
Family Business
420 George St N Suite 311, Peterborough, ON K9H 3R5
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Lighthouse Private Wealth

Lighthouse Private Wealth

(2)
“I really appreciate the knowledge and level of professionalism and patience I received from Matthew and his team.”
Free Initial Consultation
294 Aylmer St N, Peterborough, ON K9J 3K7
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Boden & Associates

Boden & Associates

(1)
Comprehensive Financial Planning, For Business Owners, For Individuals
“I trust her to give me the best financial advice for myself and my family .”
In Business Since 2011
347 Charlotte St #100, Peterborough, ON K9J 2W1
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Lighthouse Wealth Management

Lighthouse Wealth Management

(7)
Holistic Wealth Management, Individual Stock & Bond Holdings, Companies & Products We Represent
“A particular aspect I like is that they provide general information on their personal investments as a measure against what we/they are doing with our investment … it is nice to have a comparison despite the different levels of risk that we might be ...”
Serving Cobourg Area
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Jeffrey M. Lingard. Cpa, CA

Jeffrey M. Lingard. Cpa, CA

Accounting Services, Wealth Management, Legal Services
“I'm the owner of a small consulting business in Peterborough. I have been using Inclusive Advisory for just under a year and have been very happy with the service they provide. Often I have recommended Inclusive to other business owners in Peterborou...”
521 George St N, Peterborough, ON K9H 3S1
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TD Waterhouse Private Investment Advice

TD Waterhouse Private Investment Advice

(2)
Manage Your TD Credit Card, Online Banking, New to TD Checking
“Great people always looking out for you and they are good at what they do show me the money lol”
In Business Since 1998
Coupons & Offers
360 George St N, Peterborough, ON K9H
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Park Place Financial

Park Place Financial

(4)
“From the first time I met Dylan, it was evident that he cared deeply about what he was doing, and that he was going beyond the 9-5 hours in terms of staying up to date with the financial markets, and the best ways to take care of his clients.”
845 Hwy 7, Peterborough, ON K9J 6X7
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Curry Financial Group

Curry Financial Group

(2)
“Highly recommend for financial planning.”
In Business Since 2014
Remote Consultations Available
Licensed
223 Aylmer St N a, Peterborough, ON K9J 3K3
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Shaw Financial Services

Shaw Financial Services

“The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations – ones that meet both their ...”
In Business Since 2021
569 Spillsbury Dr, Peterborough, ON K9K 1K5
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IPC Securities Corporation - Ted Twohey

IPC Securities Corporation - Ted Twohey

(1)
Estate Planning, Charitable Giving, Retirement Income
“Great, would recommend Ted, will continue to use IPC securities each year.”
In Business Since 2010
Transparent Fees & Pricing
719 Lock St, Peterborough, ON K9J 2Z1
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Paula Meier Associates

Paula Meier Associates

(1)
“The whole staff is great.”
In Business Since 2003
CEA Certified
Serving Cobourg Area
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Insch Wealth Management

Insch Wealth Management

(2)
“Jackie and Stephen were incredibly helpful when we needed to coordinate the release of RRSP/investment funds for a down payment on our first home.”
In Business Since 2007
Serving Cobourg Area
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Kawartha Financial Planning

Kawartha Financial Planning

(1)
“Extremely honest and honourable.”
351 Reid St, Peterborough, ON K9H 4G3
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IPC Investment Corporation - Paul Vaneyk

IPC Investment Corporation - Paul Vaneyk

Estate Planning, Charitable Giving, Retirement Income
“Choose to work with us, and you're choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.”
In Business Since 2001
Transparent Fees & Pricing
340 George St N #305, Peterborough, ON K9H
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Holliswealth Advisory Services

Holliswealth Advisory Services

(2)
“Sensitive and principled advisors will guide your financial decisions with knowledge of family dynamics and visionary planning.”
1189 Clonsilla Ave, Peterborough, ON K9J 5Y6
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McCosh Private Wealth Management

McCosh Private Wealth Management

“We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about your financial situation, the more likely you are to reach your financial goals, and we're here to help you d...”
In Business Since 2011
452 Charlotte St, Peterborough, ON K9J 2W3
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RJY Wealth Management

RJY Wealth Management

“Having been in the business since 2008, I am committed to my clients' short and long-term goals. I help clients achieve their financial security goals by providing professional in-depth analysis and an individually-tailored financial security plan th...”
Serving Cobourg Area
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Retirement Planning and Investment Management Services in Cobourg, ON Cost Estimates

Minimum cost
$1199
Maximum cost
$10186
National Average
$3595
Avg Per Hour Rates
$360
$2397
$6591
Fair price range is based on 254 cost profiles
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Average Cost $3595
Minimum cost $1199
Maximum cost $10186
Avg Per Hour Rates $360

Fair range $2397 to $6591 is based on 254 cost profiles.

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Wealth Management Advisors near Cobourg

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