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Matthews + Associates
- 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.”
Best Financial Advisors in Peterborough, ON
24 firms listed · 17 in Peterborough · 1 open weekends · 18 rated 4.5+ · 3 show a licence
Data verified October 18, 2026
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Harbr Financial Group
- Business
- Team
- Questions
“We are a software vendor, and their attention to detail and focus on client experience is second to none!”
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Trinity Family Wealth Advisors
- Plan
- Results
- Team
“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
“I know that he is a family man and speaks very highly of his family.”
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Boden & Associates
“I trust her to give me the best financial advice for myself and my family .”
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Park Place Financial
“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.”
The 24 firms listed for Peterborough, 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.
Area overview: Peterborough, ON
17 of the 24 firms we list are based in Peterborough; the other 7 serve Peterborough from towns including Bobcaygeon (32 km), Lindsay (34 km) and Havelock (38 km). 18 of the firms on this page have a rating, from 4.7 to 5.0 across 172 reviews; 1 has 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (97%) and quality (89%). 1 is open on Saturdays. The services the firms on this page list most often on their websites are investment management (3), cash & credit management (2), charitable giving (2), estate planning (2) and retirement income (2). 3 show a licence on their websites. Domain records put 7 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers remote or virtual consultations; 1 offers payment plans; 1 offers a free initial consultation; 3 are family- or locally-owned and 1 lists coupons or special offers. 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.
Do firms listed for Peterborough take financial planning bookings online?
4 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.
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TD Waterhouse Private Investment Advice
“I would personally like to congratulate Hussain for his wonderful customer service!”
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Jeffrey M. Lingard. Cpa, CA
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Curry Financial Group
“Great place to invest”
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IPC Securities Corporation - Ted Twohey
“Great, would recommend Ted, will continue to use IPC securities each year.”
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Kawartha Financial Planning
“Extremely honest and honourable.”
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IPC Investment Corporation - Paul Vaneyk
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Holliswealth Advisory Services
“Always helpful and knowledgeable.”
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McCosh Private Wealth Management
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Heritage Wealth Services
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Otis E Smith - Wealth Advisor at Scotia Wealth Management
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Thomas Financial
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Harmer Wealth Management Corp.
- Questions
- Happy
- Mortgage
“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.”
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McInroy & Associates Private Wealth Management
- 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.”
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Racine Financial
- Team
- Confidence
- Investment
“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.”
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Ashley Smith - Advisor Sun Life Financial
“Ashley was very nice she answered all my questions and set up a meeting for me.”
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Marlene Wood TD Wealth Financial Planning
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Your Office
“We highly recommend them for their professional help and timely work.”
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Dvern & Lehr
Why these companies made our list
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