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Ashley Smith - Advisor Sun Life Financial
“Ashley was very nice she answered all my questions and set up a meeting for me.”
Best Financial Advisors near Cobourg, ON
1 of these firms is based in Cobourg; the others serve Cobourg from towns including Peterborough, Newcastle and Brighton.
1 open weekends · 18 rated 4.5+ · 3 show a licence
Data verified October 18, 2026
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Racine Financial
- Business
- Team
- Decisions
“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.”
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Dvern & Lehr
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Harmer Wealth Management Corp.
- Efficient
- Team
- Feel
“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.”
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Matthews + Associates
- 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.”
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Harbr Financial Group
- Insurance
- Business
- Future
“Great customer service, highly accountable and always responsive.”
The 24 firms listed for Cobourg, ON offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.
Area overview: Cobourg, ON
18 of the 24 firms on this page have a rating, from 4.5 to 5.0 across 152 reviews; 1 has 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (91%) and quality (85%). 1 is open on Saturdays. The services the firms on this page list most often on their websites are estate planning (3), investment management (3), cash & credit management (2), charitable giving (2) and retirement income (2). 3 show a licence on their websites. 9 have ten or more years of experience, the longest 28 years. 1 offers remote or virtual consultations; 1 offers payment plans; 1 offers a free initial consultation; 3 are family- or locally-owned and 1 lists coupons or special offers. We have a website on file for 22 of the firms on this page; 19 publish a contact page; 16 list a public email and 4 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Cobourg take financial planning bookings online?
4 of the 24 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.
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Trinity Family Wealth Advisors
- Team
- Plan
- Investment
“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.”
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Lighthouse Private Wealth
“I really appreciate the knowledge and level of professionalism and patience I received from Matthew and his team.”
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Lighthouse Wealth Management
“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 ...”
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Boden & Associates
“I trust her to give me the best financial advice for myself and my family .”
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Park Place Financial
“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.”
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TD Waterhouse Private Investment Advice
“Great people always looking out for you and they are good at what they do show me the money lol”
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Jeffrey M. Lingard. Cpa, CA
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Curry Financial Group
“Highly recommend for financial planning.”
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IPC Securities Corporation - Ted Twohey
“Great, would recommend Ted, will continue to use IPC securities each year.”
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Paula Meier Associates
“The whole staff is great.”
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Insch Wealth Management
“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.”
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Kawartha Financial Planning
“Extremely honest and honourable.”
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IPC Investment Corporation - Paul Vaneyk
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Holliswealth Advisory Services
“Sensitive and principled advisors will guide your financial decisions with knowledge of family dynamics and visionary planning.”
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McCosh Private Wealth Management
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Thomas Financial
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RJY Wealth Management
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Heritage Wealth Services
Why these companies made our list
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