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None of these firms is based in Kawartha Lakes; they work from towns including Peterborough (35 km), Markham (67 km) and Lindsay (1 km).
24 firms listed · 2 open weekends · 18 rated 4.5+ · 3 show a licence
Data verified October 18, 2026
The 24 firms listed for Kawartha Lakes, 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.
18 of the 24 firms on this page have a rating, from 4.9 to 5.0 across 375 reviews; 3 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (98%), responsiveness (87%) and quality (76%). 2 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are cash & credit management (2), charitable giving (2), estate planning (2), investment management (2) and retirement income (2). 3 show a licence on their websites. 8 have ten or more years of experience, the longest 30 years. 2 offer remote or virtual consultations; 1 offers payment plans; 1 offers a free initial consultation; 2 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 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
3 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.
