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Financial advisors in Pembroke

6 advisory teams and firms in Pembroke, Ontario.

🏆 Top financial advisors in Pembroke: the ranking

Pembroke in figures

14,364residents in 2021 (+3.5% since 2016)
$63,200median total household income, 2020
57.8%of households own their home
$250,000median dwelling value
26.6%aged 65 and over
14.7%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 Pembroke

Public servant in Pembroke: keep the pension or take the commuted value?

11.6% of jobs in Pembroke are in this sector, against 6.3% across Canada (2021 census). Keeping the pension or transferring its value: the difference depends on age, health and other income.

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

26.6% of Pembroke 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? →

Where to invest your savings in Pembroke: RRSP or TFSA?

Only 27.5% of tax filers in the Pembroke area report dividend or interest income (Statistics Canada). Much of the savings sits idle: RRSP, TFSA and diversified investments change that.

RRSP or TFSA? →

Savings and high incomes in the Pembroke area

14.1%of tax filers contributed to an RRSP
$2,400median RRSP contribution

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

27.5%report dividend or interest income (median $620)
6.7%report capital gains (median $1,470)
23.6%receive a private pension (employer plan, RRIF, annuity)
12%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 Pembroke?

Advisor Index lists 6 advisory teams and firms in Pembroke, 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 Pembroke?

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.

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