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Financial advisors in Uxbridge

3 advisory teams and firms in Uxbridge, Ontario.

Matthew DunlopUxbridge
Team at Edward Jones
- Portfolio management and investment advice
See profile →
Michael BroadUxbridge
Team at Edward Jones
- Portfolio management and investment advice
See profile →
Tammy ScuralliUxbridge
Team at Edward Jones
- Portfolio management and investment advice
See profile →

Uxbridge in figures

21,556residents in 2021 (+1.8% since 2016)

$117,000median total household income, 2020

84%of households own their home

$900,000median dwelling value

21.4%aged 65 and over

33.5%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 Uxbridge

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

21.7% of workers in Uxbridge are self-employed, against 14.4% across Canada. Without an employer plan, retirement is built alone.

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How to pass on a home in Uxbridge and limit probate?

The median dwelling value is $900,000 in Uxbridge (census). Principal residence, capital gains on a second property, wills and probate: real estate dominates the estate.

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

21.4% of Uxbridge 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 Uxbridge

1.245%residential property taxes (municipal and education) as a share of assessed value, 2025

$6,225per 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.

Frequently asked questions

How many financial advisory firms are there in Uxbridge?

Advisor Index lists 3 advisory teams and firms in Uxbridge, 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 Uxbridge?

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

Toronto · 402
Ottawa · 138
North York · 114
Burlington · 110
Mississauga · 99
London · 82
Oakville · 78
Richmond Hill · 77
Windsor · 56
Kanata · 53
Waterloo · 47
Etobicoke · 45

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