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Investment Advisors in Peterborough, ON: 2026 rankings

19 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Peterborough: Maebrook Roseline, RFA Score 56/100; 3.6★ from 8 Google reviews.

  2. 5

    Most-reviewed: Scotiabank, 100 Google reviews at 2.8★, the most of 19 ranked; ranked #5.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

19 Peterborough investment advisors are ranked here by RFA Score, from eight published factors. 2 open Saturdays, based on posted hours. The median Google rating is 4.3★ across 19 rated firms.

Top 10 investment advisors in Peterborough at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 investment advisors in Peterborough at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Maebrook Roseline563.6★ (8)Port Hope, 37 km away—Top score
2Assante Wealth Management554.5★ (6)Cobourg, 40 km away——
3Scotiabank552.9★ (94)PeterboroughSat—
4RBC Royal Bank552.0★ (60)Lindsay, 34 km awaySat—
5Scotiabank552.8★ (100)Peterborough—Most reviews
6TRINITY FAMILY WEALTH ADVISORS535.0★ (7)Peterborough——
7Chris Salmans, Financial Planner - Sun Life525.0★ (20)Lindsay, 34 km away——
8Herod Financial Services - Peterborough, Manulife Wealth Incorporated514.8★ (5)Peterborough——
9IPC Securities Corporation - Ted Twohey515.0★ (4)Peterborough——
10Co-operators - Wright Insurance & Investments Inc.514.1★ (33)Cobourg, 39 km away——

All 19 investment advisors in Peterborough, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Peterborough

    #1 Maebrook Roseline

    Based in Port Hope, 37 km away

    56/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 3.6★ from 8 Google reviews, listed on Google as “Investment company”.

    • 3.6★ from 8 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    200 Rose Glen Rd, Port Hope, ON L1A 3V6
    View profile for Maebrook Roseline(866) 888-4577

  3. #3 Scotiabank

    Based in Peterborough

    55/100RFA Score

    Ranked #3 because of its Google rating and review volume: 2.9★ from 94 Google reviews.

    • 2.9★ from 94 Google reviews
    Hours
    Mon–Tue 9:30 AM–5 PM · Wed closed · Thu–Fri 9:30 AM–6 PM · Sat 9:30 AM–3 PM · Sun closed
    Address
    780 Clonsilla Ave, Peterborough, ON K9J 5Y3
    View profile for Scotiabank(705) 748-5681

  4. #4 RBC Royal Bank

    Based in Lindsay, 34 km away

    55/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 2.0★ from 60 Google reviews, listed on Google as “Investment service”.

    • 2.0★ from 60 Google reviews
    Hours
    Mon–Tue 9:30 AM–5 PM · Wed closed · Thu 9:30 AM–5 PM · Fri 9:30 AM–6 PM · Sat 9 AM–4 PM · Sun closed
    Address
    189 Kent St W, Lindsay, ON K9V 5G6
    View profile for RBC Royal Bank(705) 324-6151

  5. #5 Scotiabank

    Based in Peterborough

    55/100RFA Score

    Ranked #5 because of its Google rating and review volume: 2.8★ from 100 Google reviews, the most in Peterborough.

    • 2.8★ from 100 Google reviews
    Hours
    Mon–Tue 9:30 AM–5 PM · Wed closed · Thu–Fri 9:30 AM–6 PM · Sat–Sun closed
    Address
    111 Hunter St W, Peterborough, ON K9H 7G5
    View profile for Scotiabank(705) 748-2886

  16. #16 Scotiabank

    Based in Port Hope, 39 km away

    49/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.3★ from 16 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 16 Google reviews
    Hours
    Mon–Tue 9:30 AM–4 PM · Wed closed · Thu 9:30 AM–4 PM · Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    69 Walton St, Port Hope, ON L1A 3W3
    View profile for Scotiabank(905) 885-6311

  17. #17 Scotiabank

    Based in Lindsay, 34 km away

    48/100RFA Score

    Ranked #17 because of its Google rating and review volume: 2.7★ from 77 Google reviews.

    • 2.7★ from 77 Google reviews
    Hours
    Mon–Tue 9:30 AM–5 PM · Wed closed · Thu–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    165 Kent St W, Lindsay, ON K9V 4S2
    View profile for Scotiabank(705) 324-2123

  19. #19 Scotiabank

    Based in Cobourg, 40 km away

    46/100RFA Score

    Ranked #19 because of its Google rating and review volume: 2.6★ from 32 Google reviews.

    • 2.6★ from 32 Google reviews
    Hours
    Mon–Tue 9:30 AM–5 PM · Wed closed · Thu–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    68 King St W, Cobourg, ON K9A 2M3
    View profile for Scotiabank(905) 372-3361

Also serving Peterborough

20 more investment advisors within 40 km that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked investment advisors serving Peterborough
BusinessGoogle ratingDistance
4 Pillars Consulting4.8★ (13)In Peterborough
Black's Financial Planning Services Inc. / Investia Financial Serv Inc. (previously HollisWealth)5.0★ (3)In Peterborough
CIBC Mortgage Advisor: Scott Matheson5.0★ (4)In Peterborough
Curry Financial Group5.0★ (3)In Peterborough
Harbr Financial Group4.9★ (19)In Peterborough
Heritage Wealth Services5.0★ (3)In Peterborough
IG Private Wealth Management - BRANDON J LANDRIAULT, CFP5.0★ (4)In Peterborough
IG Wealth Management4.0★ (4)In Peterborough
IG Wealth Management - Betty Halman-Plumley CFP , EPC, RRC3.0★ (2)In Peterborough
Inclusive Advisory3.9★ (26)In Peterborough
Lacey Richard & Debbie Carslake-IG Private Wealth Management5.0★ (8)In Peterborough
Lighthouse Private Wealth4.8★ (4)In Peterborough
LLS Financial Services Inc2.7★ (7)In Peterborough
Matthews + Associates5.0★ (27)In Peterborough
McInroy & Associates Private Wealth Management5.0★ (29)In Peterborough
MNP LLP - Accounting, Business Consulting and Tax Services4.4★ (16)In Peterborough
Park Place Financial Ltd.5.0★ (7)In Peterborough
Rogers Financial Services5.0★ (2)In Peterborough
SPERGEL - Consumer Proposal & Licensed Insolvency Trustees4.6★ (30)In Peterborough
Trent Valley Wealth5.0★ (3)In Peterborough

How we ranked Peterborough investment advisors

We scored 19 Peterborough investment advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Peterborough data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose an investment advisor

  1. Confirm the investment advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask an investment advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my investment advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Investment advisors in Peterborough: frequently asked questions

Which investment advisor has the highest RFA Score in Peterborough?

By RFA Score, the highest-ranked investment advisor in Peterborough, ON is Maebrook Roseline with an RFA Score of 56/100. It has 3.6★ from 8 Google reviews. Assante Wealth Management (#2) and Scotiabank (#3) follow. We ranked 19 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Peterborough?

RankedFinancialAdvisors ranks 19 investment advisors serving Peterborough, ON. 9 of them are based in Peterborough; the rest serve it from nearby towns. Another 20 within 40 km are listed but not ranked yet. Counts are as of November 2026.

Which investment advisors in Peterborough work on weekends?

2 of 19 ranked investment advisors post Saturday hours. The highest-ranked open Saturdays are Scotiabank (#3) and RBC Royal Bank (#4). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Peterborough investment advisors have?

The median Google rating among 19 rated investment advisors in Peterborough is 4.3★, with a median of 8 reviews. Scotiabank has the most, 100 reviews, and ranks #5. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do investment advisors outside Peterborough count in this ranking?

Yes, if they are within 40 km of the Peterborough city centre, our service radius for investment advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can investment advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Peterborough ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers investment advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check an investment advisor’s registration?

Search the person and the firm on the Canadian Securities Administrators’ National Registration Search, and for investment and mutual fund dealer representatives on CIRO AdvisorReport.

Who regulates investment advisors in Peterborough?

Advisors who sell or recommend securities register with the provincial securities regulator, and representatives of investment and mutual fund dealers are also overseen by CIRO. In Ontario, the titles “Financial Planner” and “Financial Advisor” are restricted to people holding a credential approved by FSRA.

How much do investment advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Peterborough

  1. November 2026: RFA Scores recalculated for 19 investment advisors serving Peterborough.
  2. November 2026: 1 duplicate listing merged.

More investment advisors and Peterborough pages