Kawartha Lakes, ON

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Kawartha Lakes, ON
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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.

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McInroy & Associates Private Wealth Management

McInroy & Associates Private Wealth Management

(22)
  • Questions
  • Goals
  • Understand
“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!”
In Business Since 2022
Serving Kawartha Lakes Area
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Whether or not you want to give to charity after you've passed away, having an estate plan — which can be as simple as a basic will — is just plain smart. If you don't have an estate plan in place, the government is going to take more than they otherwise would have. And, if you want to provide for a charity in your estate plan, you can do so in a way that makes it easy for your executor to understand.

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Gregory Phillips Dominion Lending Centre

Gregory Phillips Dominion Lending Centre

“While a bank only offers the products from their particular institution, licensed mortgage professionals send millions of dollars in mortgage business each year to Canada's largest banks, credit unions, trust companies, and financial institutions; of...”
Transparent Fees & Pricing
Licensed
Serving Kawartha Lakes Area
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Investment Planning Counsel

Investment Planning Counsel

(1)
“Very Pleased with the investment advise Dawson gave me.”
Serving Kawartha Lakes Area
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Marlene Wood TD Wealth Financial Planning

Marlene Wood TD Wealth Financial Planning

Serving Kawartha Lakes Area
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Boden & Associates

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 .”
In Business Since 2011
347 Charlotte St #100, Peterborough, ON K9J 2W1
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Harmer Wealth Management Corp.

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.”
Licensed
Offers Financing Options
In Business Since 2019
Transparent Fees & Pricing
Serving Kawartha Lakes Area
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Matthews + Associates

Matthews + Associates

(18)
  • Retirement
  • Future
  • Goals
“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.”
478 Downie St, Peterborough, ON K9H 0A4
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Harbr Financial Group

Harbr Financial Group

(11)
  • Insurance
“Speedy client service, available to answer questions, working with us to create the right financial plan for our future.”
Family Business
452 Charlotte St, Peterborough, ON K9J 2W3
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Trinity Family Wealth Advisors

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.”
Family Business
Licensed
420 George St N Suite 311, Peterborough, ON K9H 3R5
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Lighthouse Private Wealth

Lighthouse Private Wealth

(2)
“I know that he is a family man and speaks very highly of his family.”
Free Initial Consultation
294 Aylmer St N, Peterborough, ON K9J 3K7
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Rogers Financial Services

Rogers Financial Services

(2)
“Great honest financial advice and services.”
Family Business
In Business Since 2020
140 King St, Peterborough, ON K9J 7Z8
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Inclusive Law Port Perry

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).”
Serving Kawartha Lakes Area
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Jeffrey M. Lingard. Cpa, CA

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...”
521 George St N, Peterborough, ON K9H 3S1
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TD Waterhouse Private Investment Advice

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!”
Coupons & Offers
In Business Since 1998
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)
“Great place to invest”
Licensed
In Business Since 2014
Remote Consultations Available
223 Aylmer St N a, Peterborough, ON K9J 3K3
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Life's Journey Financial Services

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...”
30+ Years Experience
141 Reach St #2C, Uxbridge, ON L9P 1L3
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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)
Cash & Credit Management, Retirement Income, Estate Planning
“Great, would recommend Ted, will continue to use IPC securities each year.”
In Business Since 2010
719 Lock St, Peterborough, ON K9J 2Z1
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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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Veritable Wealth Advisory

Veritable Wealth Advisory

“Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization (“CIRO”). Investment services are provided through Veritable...”
In Business Since 2019
130 Simcoe St, Peterborough, ON K9H 2H5
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Cibc Private Wealth Management

Cibc Private Wealth Management

“When you invest in CIBC Market Linked GICs, you'll get peace of mind knowing your principal is always protected with the potential to earn a higher market-linked return.”
Transparent Fees & Pricing
Coupons & Offers
In Business Since 1993
Remote Consultations Available
Serving Kawartha Lakes Area
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IPC Investment Corporation - Paul Vaneyk

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.”
In Business Since 2001
340 George St N #305, Peterborough, ON K9H
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Holliswealth Advisory Services

Holliswealth Advisory Services

(2)
“Always helpful and knowledgeable.”
1189 Clonsilla Ave, Peterborough, ON K9J 5Y6
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Retirement Planning and Investment Management Services in Kawartha Lakes, ON Cost Estimates

Minimum cost
$1233
Maximum cost
$10475
National Average
$3697
Avg Per Hour Rates
$370
$2465
$6778
Average price range is based on 302 cost profiles
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Average Cost $3697
Minimum cost $1233
Maximum cost $10475
Avg Per Hour Rates $370

Average range $2465 to $6778 is based on 302 cost profiles.

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Wealth Management Advisors near Kawartha Lakes

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