Best Financial Advisors in Peterborough, ON

Handpicked from 65 vetted & reviewed Financial Planning & Wealth Management firms in the Peterborough area, explore the top 5 leading options among the selected group of 24 finalists.

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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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
In Business Since 2017
420 George St N Suite 311, Peterborough, ON K9H 3R5
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Matthews + Associates

Matthews + Associates

(17)
  • Communication
  • Retirement
  • Investment
“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.”
In Business Since 2006
478 Downie St, Peterborough, ON K9H 0A4
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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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Lighthouse Private Wealth

Lighthouse Private Wealth

(1)
“I know that he is a family man and speaks very highly of his family.”
Free Initial Consultation
In Business Since 2013
294 Aylmer St N, Peterborough, ON K9J 3K7
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
97.8 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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.”
In Business Since 2011
845 Hwy 7, Peterborough, ON K9J 6X7
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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

Charitable Giving, Cash & Credit Management, Tax Planning
““My wife and I first met Ted in 2001 while looking for a financial advisor that knew what he was doing and would be around for more than a few months. We met Ted Twohey in Bowmanville and from that first meeting we have never looked back or regretted...”
In Business Since 2010
719 Lock St, Peterborough, ON K9J 2Z1
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Kawartha Financial Planning

Kawartha Financial Planning

“I am a Certified Financial Planner (CFP) that started in the business in 1995 as an independent self-employed advisor. I have served on several boards and have been quoted in various publications over the years. I have had the pleasure of working wit...”
Transparent Fees & Pricing
In Business Since 2001
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.”
In Business Since 2001
340 George St N #305, Peterborough, ON K9H 7E8
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Team Carslake - IG Wealth Management

Team Carslake - IG Wealth Management

1743 Lansdowne St W, Peterborough, ON K9K 1R2
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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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Hugh Shannon

Hugh Shannon

Free Initial Consultation
In Business Since 2021
111 Hunter St W, Peterborough, ON K9H 7G5
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Heritage Wealth Services

Heritage Wealth Services

In Business Since 2017
19 Cindy St, Peterborough, ON K9J 6M5
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Thomas Financial

Thomas Financial

In Business Since 2018
165 King St, Peterborough, ON K9J 2R8
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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 Investment Industry Regulatory Organization of Canada ("IIROC"). Investment services are provided through Ve...”
In Business Since 2019
130 Simcoe St, Peterborough, ON K9H 2H5
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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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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.”
Remote Consultations Available
Transparent Fees & Pricing
In Business Since 1993
Coupons & Offers
Serving Peterborough Area
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Harmer Wealth Management Corp.

Harmer Wealth Management Corp.

(30)
Financial Planning and Investing, Life and Disability Insurance, Financial Advisor Retirement Planning Services
“The results and service that Chad was able to produce were so exceptional that I personally vouch for him to all of my clients that are in need of a Mortgage Broker that they can trust.”
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

(20)
  • Investments
  • Decision
  • Family
“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

(2)
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
In Business Since 2014
37 Walton St #201, Port Hope, ON L1A 1N2
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Cobourg Tax and Accounting

Cobourg Tax and Accounting

(26)
  • Professional
  • Questions
  • Accountant
“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 0E9
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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.

Why these companies made our list

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