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McInroy & Associates Private Wealth Management

(23)

Goals
Family
Pay

“He set us up with the best life insurance policy and took the time to sit down with us based on my family's schedule to go over every detail and find out the best match for us and our family's needs!”

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At McInroy and Associates Private Wealth Management, one of the activities we often do with clients is collaborate with other experts. Whether it is the clients accountant and/or lawyer, or our team of lawyers and accountant, the need for an environment that breaks down barriers and creates an atmosphere of collaboration is critical for clients financial success. This is the reason we've created our own multimedia meeting room. This allows us to connect seamlessly with other professionals that may not be in the same area, saving time and energy, yet leveraging technology to enabling clear communication so that the best strategies and outcomes possible are implemented with clarity and precision for our clients.

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Marlene Wood TD Wealth Financial Planning

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Gregory Phillips Dominion Lending Centre

“Whether you are a first-time buyer or an experienced buyer with excellent credit, Dominion Lending Centres has access to the very best products and rates available across Canada. Give us a call… we think you'll be pleasantly surprised!”

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Harmer Wealth Management Corp.

(50)

Financial Advisor Retirement Planning Services, Mortgages, Real Estate

“After many years of frustration with the Big Banks regarding fees, investments and services, we decided to meet with Chad at Harmer Wealth Management, to discuss investment opportunities and strategies.”

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Matthews + Associates

(19)

Goals
Communication
Expectations

“I highly recommend this team of experts to anyone looking for someone that you can trust with the management of your financial assets as you move into retirement.”

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Harbr Financial Group

(12)

Team
Future
Insurance

“Speedy client service, available to answer questions, working with us to create the right financial plan for our future.”

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Trinity Family Wealth Advisors

(5)

Family Business Succession, Legacy & Philanthropic Planning, Financial & Estate 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.”

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Lighthouse Private Wealth

(2)

“I know that he is a family man and speaks very highly of his family.”

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Boden & Associates

(1)

For Individuals, Comprehensive Financial Planning, For Business Owners

“I trust her to give me the best financial advice for myself and my family .”

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Inclusive Law Port Perry

(5)

“Something that lawyers often fall short on as they can be terrific at protecting people legally but it can come at the cost of the relationships involved (be it personal or business).”

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TD Waterhouse Private Investment Advice

(2)

Mobile Banking, Cross Border, Manage Your TD Credit Card

“I would personally like to congratulate Hussain for his wonderful customer service!”

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Jeffrey M. Lingard. Cpa, CA

Legal Services, Accounting Services, Wealth Management

“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...”

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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.”

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Curry Financial Group

(2)

“Great place to invest”

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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 ...”

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Life's Journey Financial Services

“Tonia has deep roots and strong family values. Along with her husband Bob and their daughters, the Ferguson's are well known for their community involvement. Tonia grew up on a farm in Uxbridge and loves spending time outdoors. She recently dusted of...”

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IPC Securities Corporation - Ted Twohey

(1)

Cash & Credit Management, Retirement Income, Estate Planning

“Great, would recommend Ted, will continue to use IPC securities each year.”

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Kawartha Financial Planning

(1)

“Extremely honest and honourable.”

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IPC Investment Corporation - Paul Vaneyk

Cash & Credit Management, Retirement Income, Estate Planning

“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.”

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Holliswealth Advisory Services

(2)

“Always helpful and knowledgeable.”

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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...”

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Otis E Smith - Wealth Advisor at Scotia Wealth Management

“®Registered trademark of The Bank of Nova Scotia, used under licence. Scotia Wealth Management® consists of a range of financial services provided by The Bank of Nova Scotia (Scotiabank®); The Bank of Nova Scotia Trust Company (Scotiatrust®); Private...”

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Heritage Wealth Services

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Finwest Financial

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Average Cost	$3697
Minimum cost	$1233
Maximum cost	$10475
Avg Per Hour Rates	$370

Best Financial Advisors in Kawartha Lakes, ON

The highest-rated Financial Planning & Wealth Management companies out of 55 vetted & reviewed in the Kawartha Lakes area.

McInroy & Associates Private Wealth Management

Marlene Wood TD Wealth Financial Planning

Gregory Phillips Dominion Lending Centre

Harmer Wealth Management Corp.

Matthews + Associates

Harbr Financial Group

Trinity Family Wealth Advisors

Lighthouse Private Wealth

Boden & Associates

Inclusive Law Port Perry

TD Waterhouse Private Investment Advice

Jeffrey M. Lingard. Cpa, CA

Park Place Financial

Curry Financial Group

Shaw Financial Services

Life's Journey Financial Services

IPC Securities Corporation - Ted Twohey

Kawartha Financial Planning

IPC Investment Corporation - Paul Vaneyk

Holliswealth Advisory Services

McCosh Private Wealth Management

Otis E Smith - Wealth Advisor at Scotia Wealth Management

Heritage Wealth Services

Finwest Financial

Retirement Planning and Investment Management Services in Kawartha Lakes, ON Cost Estimates

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Wealth Management Advisors near Kawartha Lakes

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