The Best Financial Services in Peterborough

Handpicked Top 3 Financial Services in Peterborough, ON. Our 50-Point Inspection includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. You deserve only the best!


727 Lansdowne Street West, Unit 100A, Peterborough, ON K9J 1Z2

Since 2006

Investments, Retirement Planning, Life Insurance, Disability Insurance, Living Benefits, Tax Efficient Strategies, Critical Illness, Health & Long Term Care Planning

Provides quality Investments for clients while minimizing risk and best advice possible on a wide array of products and services

Mon - Fri 9:00 am - 5:00 pm Sat & Sun Closed

I have been dealing with Informed Financial for many years. They have kept me informed of the market trends and have offered me the right products to grow my money. Their personal approach is what separates them from the rest. I know my families financial future is in good hands.
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294 Aylmer Street North, Peterborough, ON K9J 3K7

Since 2010

Retirement Planning, Estate Planning, Tax Planning, Shelters and Income Integration, Corporate Planning, Business Services & Insurance Planning

Provides personalized advice, Investments, Tax, Retirement, Business and Estate Planning advice to clients

Mon - Fri 8:30 am - 4:30 pm Sat & Sun Closed

I was referred to Matthew Aston and the Team at Lighthouse Wealth Management by my nephew. Ever since they have taken over looking after my investments, my returns have been better than I thought possible. Consistently making more than 10% per year without having to experience a lot of volatility. I would certainly recommend their team to anyone. They keep in constant contact and make sure that everything is working together according to plan.

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223 Aylmer Street North, Peterborough, ON K9J 3K3

Since 1996

Income Replacement Planning, Education Planning Strategy, Key Person Insurance, Investment Management Strategy, Budgeting, Cash Flow Planning, Group Benefits, Life Insurance Planning, Retirement & Estate Planning

Helps to develop effective and cost efficient strategies for Employee Group Benefit Plans

Mon - Fri 9:00 am - 4:30 pm or By Appointment Sat & Sun Closed

We would highly recommend the services of Lorne Curry and Benefit Partners to anyone looking for the best products, exemplary service at the most competitive rates on the market.
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