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Financial advisors in Peterborough

30 advisory teams and firms in Peterborough, Ontario.

🏆 Top financial advisors in Peterborough: the ranking

Peterborough in figures

83,651residents in 2021 (+3.2% since 2016)
$71,500median total household income, 2020
59.4%of households own their home
$500,000median dwelling value
24.2%aged 65 and over
28.5%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 Peterborough

Doctor or health professional in Peterborough: incorporate and plan retirement?

18.2% of jobs in Peterborough are in this sector, against 13% across Canada (2021 census). A professional corporation, salary or dividends, and retirement without an employer plan: these choices are made early.

How to reduce capital gains tax in Peterborough?

9.8% of tax filers in the Peterborough 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 Peterborough?

24.2% of Peterborough 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? →

Property taxes in Peterborough

1.769%residential property taxes (municipal and education) as a share of assessed value, 2025
$8,845per year on a home assessed at $500,000 (MPAC value)

Source: Ontario Financial Information Return (FIR), schedule 26: residential taxes (lower-tier, upper-tier and education) divided by taxable assessment. Ontario assessments are still based on January 1, 2016 values. All municipalities compared.

Savings and high incomes in the Peterborough area

17.4%of tax filers contributed to an RRSP
$3,050median RRSP contribution

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

32.9%report dividend or interest income (median $880)
9.8%report capital gains (median $1,840)
24%receive a private pension (employer plan, RRIF, annuity)
13%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.

Rents in the Peterborough area

$1,518average monthly rent, two-bedroom apartment (October 2025)
3.1%vacancy rate (3.3% a year earlier)

Source: CMHC, Rental Market Survey, October 2025, privately initiated apartment structures of three units and over.

Frequently asked questions

How many financial advisory firms are there in Peterborough?

Advisor Index lists 30 advisory teams and firms in Peterborough, 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 Peterborough?

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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