Port Hope, ON

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Port Hope, ON
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Best Financial Advisors in Port Hope, ON

The highest-rated Financial Planning & Wealth Management companies out of 48 vetted & reviewed in the Port Hope area.

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Racine Financial

Racine Financial

(5)
Financial Planning, Investment Management, Insurance
“We were looking for a Financial Advice team who would help us plan our financial future, give us confidence and information to make the right decisions, as well as help to keep us accountable.”
Family Business
37 Walton St #201, Port Hope, ON L1A 1N2
Featured

On behalf of Racine Financial, we would like to express our gratitude to all of our clients, friends, and families for an amazing 2022. We are excited to see what the future holds in 2023 and are looking forward to another great year. In the meantime, please enjoy this brief video showcasing some of our highlights from the past year.

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Cobourg Tax and Accounting

Cobourg Tax and Accounting

(31)
  • Accountant
  • Business
  • Income
“He worked with me on my taxes, as Mike also helped one of my moms co-workers, the man was totally efficient, took me in right away, solved all my issues on the same day.”
1 Queen St Suite 102, Cobourg, ON K9A 1M8
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Insch Wealth Management

Insch Wealth Management

(2)
“Jackie and Stephen were incredibly helpful when we needed to coordinate the release of RRSP/investment funds for a down payment on our first home.”
In Business Since 2007
Serving Port Hope Area
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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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RJY Wealth Management

RJY Wealth Management

“Having been in the business since 2008, I am committed to my clients' short and long-term goals. I help clients achieve their financial security goals by providing professional in-depth analysis and an individually-tailored financial security plan th...”
Serving Port Hope Area
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Specialty Wealth & Financial

Specialty Wealth & Financial

Business Owners / Professionals, Growing Your Wealth, Individuals / Families
“We understand your goals and dreams are as individual as you are. Whether you're starting a new family, preparing for retirement, or running a business, we will work with you to build the financial security plan that best fits your needs.”
In Business Since 2008
Serving Port Hope Area
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Harmer Wealth Management Corp.

Harmer Wealth Management Corp.

(50)
Mortgages, Real Estate, Financial Planning and Investing
“The amount of financial advice I got from him in just one meeting left me with a level of insight into my finances, and a plan of action that I had never experienced from any other planner or advisor.”
Offers Financing Options
In Business Since 2019
Transparent Fees & Pricing
Licensed
Serving Port Hope Area
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Matthews + Associates

Matthews + Associates

(19)
  • Communication
  • Retirement
  • Expectations
“I was very impressed with Joe, he is very knowledgeable and most importantly he has integrity, which in the investment advisory business, is very rare.”
478 Downie St, Peterborough, ON K9H 0A4
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Harbr Financial Group

Harbr Financial Group

(12)
  • Future
  • Insurance
  • Business
“Harbr Financial Group is the place to go for investment management and insurance strategies.”
In Business Since 2020
Family Business
452 Charlotte St, Peterborough, ON K9J 2W3
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Trinity Family Wealth Advisors

Trinity Family Wealth Advisors

(5)
Legacy & Philanthropic Planning, Financial & Estate Planning, Investment Management
“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.”
Licensed
Family Business
420 George St N Suite 311, Peterborough, ON K9H 3R5
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Lighthouse Private Wealth

Lighthouse Private Wealth

(2)
“I really appreciate the knowledge and level of professionalism and patience I received from Matthew and his team.”
Free Initial Consultation
294 Aylmer St N, Peterborough, ON K9J 3K7
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Boden & Associates

Boden & Associates

(1)
Comprehensive Financial Planning, For Business Owners, For Individuals
“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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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)
Cross Border, Online Banking, Manage Your TD Credit Card
“Great people always looking out for you and they are good at what they do show me the money lol”
In Business Since 1998
Coupons & Offers
360 George St N, Peterborough, ON K9H
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Jeffrey M. Lingard. Cpa, CA

Jeffrey M. Lingard. Cpa, CA

Accounting Services, Wealth Management, Legal 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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Curry Financial Group

Curry Financial Group

(2)
“Highly recommend for financial planning.”
In Business Since 2014
Remote Consultations Available
Licensed
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)
Retirement Income, Estate Planning, Charitable Giving
“Great, would recommend Ted, will continue to use IPC securities each year.”
In Business Since 2010
Transparent Fees & Pricing
719 Lock St, Peterborough, ON K9J 2Z1
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Paula Meier Associates

Paula Meier Associates

(1)
“The whole staff is great.”
In Business Since 2003
CEA Certified
Serving Port Hope Area
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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

Retirement Income, Estate Planning, Charitable Giving
“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
Transparent Fees & Pricing
340 George St N #305, Peterborough, ON K9H
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Holliswealth Advisory Services

Holliswealth Advisory Services

(2)
“Sensitive and principled advisors will guide your financial decisions with knowledge of family dynamics and visionary planning.”
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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On Point Wealth & Risk Management

On Point Wealth & Risk Management

“Insurance products, including segregated fund policies, are offered through On Point Wealth and Risk Management Inc., and investment Representatives Steve Code, Ben Deith, Chris Stoyko, Stephen Brumm and Peter Killam offer mutual funds and referral a...”
29 Scugog St, Bowmanville, ON L1C 3H7
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Retirement Planning and Investment Management Services in Port Hope, ON Cost Estimates

Minimum cost
$1190
Maximum cost
$10113
National Average
$3570
Avg Per Hour Rates
$357
$2380
$6544
Fair price range is based on 293 cost profiles
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Average Cost $3570
Minimum cost $1190
Maximum cost $10113
Avg Per Hour Rates $357

Fair range $2380 to $6544 is based on 293 cost profiles.

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Wealth Management Advisors near Port Hope

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