AdvisorIndex
Your financial game plan in 3 minutesYour game plan in 3 minPriorities, articles, pre-filled calculators and advisers near youStart →

Canada › Ontario

Financial advisors in Collingwood

23 advisory teams and firms in Collingwood, Ontario.

🏆 Top financial advisors in Collingwood: the ranking

Collingwood in figures

24,811residents in 2021 (+13.8% since 2016)
$82,000median total household income, 2020
72.8%of households own their home
$700,000median dwelling value
30%aged 65 and over
29%of 25-64 year-olds hold a bachelor's degree or higher

Source: Statistics Canada, 2021 Census of Population (2020 incomes).

Wealth planning issues in Collingwood

Self-employed in Collingwood: RRSP, incorporation and retirement?

21.6% of workers in Collingwood are self-employed, against 14.4% across Canada. Without an employer plan, retirement is built alone.

Calculate your savings goal →

How to reduce capital gains tax in Collingwood?

15.7% of tax filers in the Collingwood area report capital gains. Timing sales, carrying losses forward, donating securities: a schedule avoids overpaying tax.

When to take CPP and how to draw down a RRIF in Collingwood?

30% of Collingwood residents are 65 or older. When to take CPP and OAS, and in which order to draw from the RRIF, TFSA and non-registered accounts, is where retirement income is decided.

How long will your savings last? →

Savings and high incomes in the Collingwood area

17.1%of tax filers contributed to an RRSP
$4,170median RRSP contribution

Among people with income in the Collingwood area, in 2023:

42.4%report dividend or interest income (median $2,150)
15.7%report capital gains (median $3,540)
27.5%receive a private pension (employer plan, RRIF, annuity)
17%have a total income of $100,000 or more

Source: Statistics Canada, tables 11-10-0044-01 (RRSP contributors) and 11-10-0055-01 (high income tax filers, national thresholds, total income), 2023; T1 Family File, tables 11-10-0004-01, 11-10-0007-01, 11-10-0067-01 and 11-10-0070-01, 2023. Census metropolitan area or agglomeration.

Frequently asked questions

How many financial advisory firms are there in Collingwood?

Advisor Index lists 23 advisory teams and firms in Collingwood, Ontario: independent firms whose website shows their registration, and teams published by the large networks in their advisor locators.

How do I check a financial advisor in Collingwood?

Look the person up in CIRO's AdvisorReport and with your provincial securities regulator, ask which credential they hold (CFP, QAFP, or a title protected by your province), and ask how they are paid: fees, commissions on products, or both.

Other cities in Ontario

Check any advisor in the CSA National Registration Search and CIRO's AdvisorReport before you commit. No firm pays to be listed.

Are you an advisor? Your firm is missing, or its profile is incomplete: list it, free of charge and with no paid ranking.

List my firm →