Heritage Wealth ServicesFinancial advisor in Peterborough, ON

Also ranked: #15 of 25 financial planners in Peterborough

Heritage Wealth Services is a financial advisor at 61 Hunter St E, Peterborough, ON K9H 1G4, ranked #30 of 46 financial advisors in Peterborough and rated 5.0 from 3 Google reviews. Open Monday to Thursday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Peterborough, ONUpdated November 9, 20260 paid placements in any rankingHow we rank

Call (705) 313-4298 Website ↗

Key facts

Key facts about Heritage Wealth Services
Address	61 Hunter St E, Peterborough, ON K9H 1G4Get directions
Phone	(705) 313-4298
Website	heritagewealth.ca
Hours	Monday to Thursday: 8 AM – 4 PM
Google rating	5.0 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Financial Advisorsmain specialtyGoogle main category
Financial PlannersGoogle main category
Wealth Managementbusiness name

Service area

Serves Peterborough and 3 towns within 40 km: Port Hope, Lindsay and Cobourg.

Based in Peterborough, ONView on map

Opening hours

Opening hours for Heritage Wealth Services
Day	Hours
Monday	8 AM – 4 PM
Tuesday	8 AM – 4 PM
Wednesday	8 AM – 4 PM
Thursday	8 AM – 4 PM
Friday	Closed
Saturday	Closed
Sunday	Closed

Open evenings — no
Open Saturdays — no
Open Sundays — no

Questions about Heritage Wealth Services

How is Heritage Wealth Services ranked in Peterborough?

Heritage Wealth Services is ranked #30 of 46 financial advisors in Peterborough by RFA Score, with 60 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Heritage Wealth Services’ hours?

Heritage Wealth Services is open Monday to Thursday. Its listed hours are Monday to Thursday, 8 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Heritage Wealth Services serve?

Serves Peterborough and 3 towns within 40 km: Port Hope, Lindsay and Cobourg. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Heritage Wealth Services?

Heritage Wealth Services has a rating of 5.0 from 3 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Heritage Wealth Services?

Call Heritage Wealth Services on (705) 313-4298. The business is at 61 Hunter St E, Peterborough, ON K9H 1G4. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Heritage Wealth Services compared with nearby businesses
Business	Rank	RFA Score	Google rating	Saturday	Sunday	Distance away
Heritage Wealth Services (this business)	—	60	5.0 (3)	No	No
Moloney Financial Solutions Inc.	#28	60	5.0 (3)	No	No	2.3 km
Trent Valley Wealth	#29	60	5.0 (3)	No	No	1.4 km
MNP Debt - Licensed Insolvency Trustees Bankruptcy & Consumer Proposals	#31	60	4.9 (34)	No	No	1.0 km

See all 46 ranked financial advisors in Peterborough