Peterborough, ON

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Peterborough, ON
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Best Financial Advisors in Peterborough, ON

The highest-rated Financial Planning & Wealth Management companies out of 65 vetted & reviewed in the Peterborough area.

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Matthews + Associates

Matthews + Associates

(19)
  • Team
  • Questions
  • Goals
“He has worked closely with us as we planned for our retirement and implemented a comprehensive plan that has met and exceeded our goals and expectations.”
478 Downie St, Peterborough, ON K9H 0A4
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Harbr Financial Group

Harbr Financial Group

(12)
  • Business
  • Team
  • Questions
“We are a software vendor, and their attention to detail and focus on client experience is second to none!”
Family Business
In Business Since 2020
452 Charlotte St, Peterborough, ON K9J 2W3
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Trinity Family Wealth Advisors

Trinity Family Wealth Advisors

(5)
Investment Management, Family Business Succession, Wisdom For Life
“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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Boden & Associates

Boden & Associates

(1)
For Business Owners, For Individuals, Comprehensive Financial Planning
“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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Jeffrey M. Lingard. Cpa, CA

Jeffrey M. Lingard. Cpa, CA

Wealth Management, Legal Services, Accounting 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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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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TD Waterhouse Private Investment Advice

TD Waterhouse Private Investment Advice

(2)
Student Banking, Overdraft Services, Mobile Banking
“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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Curry Financial Group

Curry Financial Group

(2)
“Great place to invest”
Remote Consultations Available
Licensed
In Business Since 2014
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)
Charitable Giving, Cash & Credit Management, Tax Planning
“Great, would recommend Ted, will continue to use IPC securities each year.”
Transparent Fees & Pricing
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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IPC Investment Corporation - Paul Vaneyk

IPC Investment Corporation - Paul Vaneyk

Charitable Giving, Cash & Credit Management, Tax 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.”
Transparent Fees & Pricing
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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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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Thomas Financial

Thomas Financial

In Business Since 2018
165 King St, Peterborough, ON K9J 2R8
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Heritage Wealth Services

Heritage Wealth Services

19 Cindy St, Peterborough, ON K9J 6M5
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Otis E Smith - Wealth Advisor at Scotia Wealth Management

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...”
In Business Since 2017
111 Hunter St W 2nd Floor, Peterborough, ON K9H 7G5
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Finwest Financial

Finwest Financial

In Business Since 2023
240 King St #511, Peterborough, ON K9J 7K4
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Harmer Wealth Management Corp.

Harmer Wealth Management Corp.

(50)
Financial Planning and Investing, Life and Disability Insurance, Financial Advisor Retirement Planning Services
“On Behalf of myself and my family, We appreciate Harmer Wealth Management for being Professional, trustworthy and having the knowledge and full confidence to make you feel great about your investments.”
Transparent Fees & Pricing
Licensed
In Business Since 2019
Offers Financing Options
Serving Peterborough Area
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McInroy & Associates Private Wealth Management

McInroy & Associates Private Wealth Management

(23)
  • Questions
  • Decision
  • Goals
“First, he has got to know me as an individual so that he knows my interests and goals and can personalize a financial plan that we are able to adjust and accommodate for changes that life throws at me.”
In Business Since 2022
Serving Peterborough Area
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Racine Financial

Racine Financial

(5)
Investment Management, Insurance, Financial Planning
“What I respect most is that when you have a question or perhaps need some help your inquiry is answered quickly and your answers are replied to or found out in a timely manner.”
Family Business
37 Walton St #201, Port Hope, ON L1A 1N2
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Cobourg Tax and Accounting

Cobourg Tax and Accounting

(31)
  • Professional
  • Team
  • Questions
“He has taken the time to walk me through all the different options on the table, and was able to point me in the right direction for what information I needed to gather next.”
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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Retirement Planning and Investment Management Services in Peterborough, ON Cost Estimates

Minimum cost
$1233
Maximum cost
$10477
National Average
$3698
Avg Per Hour Rates
$370
$2465
$6779
Typical price range is based on 523 cost profiles
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Average Cost $3698
Minimum cost $1233
Maximum cost $10477
Avg Per Hour Rates $370

Typical range $2465 to $6779 is based on 523 cost profiles.

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Wealth Management Advisors near Peterborough

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