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Boden & Associates
For Business Owners, For Individuals, Comprehensive Financial Planning
“I trust her to give me the best financial advice for myself and my family .”
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.
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Matthews + Associates
- Team
- Questions
- Retirement
“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.”
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Harbr Financial Group
- Insurance
“Harbr Financial Group is the place to go for investment management and insurance strategies.”
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Trinity Family Wealth Advisors
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.”
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Rogers Financial Services
“Great honest financial advice and services.”
Qualification Criteria for best of Winners
Minimum Overall Score
96 (100)
Minimum Reputation Rank
99.2 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
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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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TD Waterhouse Private Investment Advice
Student Banking, Overdraft Services, Mobile Banking
“I would personally like to congratulate Hussain for his wonderful customer service!”
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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.”
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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...”
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Curry Financial Group
“Great place to invest”
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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 ...”
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IPC Securities Corporation - Ted Twohey
Charitable Giving, Cash & Credit Management, Tax Planning
“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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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...”
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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.”
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Holliswealth Advisory Services
“Always helpful and knowledgeable.”
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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...”
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Team Carslake - IG Wealth Management
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Heritage Wealth Services
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Hugh Shannon
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Thomas Financial
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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...”
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Finwest Financial
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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.”
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
Why these companies made our list
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