4 Best Gold IRA Investment Companies Near Me in Peterborough, ON – Investment Opportunities & Options for Your TFSA or RRSP Account
Best Rated Sponsor
Park Place Financial Ltd.
ADDRESS: 270 George St N Ste 101, Peterborough, ON K9J 3H1, Canada
NUMBER: +1 705-748-5182
DESCRIPTION FROM BUSINESS: Estate planning
Alternative Investments, Financial planning, Wealth management, Charitable Giving Strategies, Employee Benefits & Retirement, Estate Planning, Financial Advice, Income Replacement, Insurance Advice, Investment Strategies, Wealth Planning, Pension Plans, Retirement Income Planning. Retirement Programs
OFFICE HOURS
| Mon | 8:30 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 4:30 PM | |
| Wed | 8:30 AM – 4:30 PM | |
| Thu | 8:30 AM – 4:30 PM | |
| Fri | 8:30 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Terry Windrem and his team have given me excellent advice on both the investing and life. A good friend and even better adviser. – Adam
REVIEW #2 – My experiences have been incredible with Mike and his team of leading edge advisors. The team at Park Place Financial has prepared me for the future, and even in difficult economic times have brought me out on top. Thanks to their advice and direction I have secured financial security for my family. Thanks to the team and Mike D’Allessandro! – Ninja Academy
REVIEW #3 – I have been working with Dylan from Park Place Financial in handling the RESP accounts for our family. From the first time I met Dylan, it was evident that he cared deeply about what he was doing, and that he was going beyond the 9-5 hours in terms of staying up to date with the financial markets, and the best ways to take care of his clients. He stayed late to help me finish my first application, was excellent with follow up in getting the accounts completed, and has always been cordial and knowledgeable every time I have had questions for him since the accounts have been set up. A great service I am happy to recommend. – Mitch Cleary
REVIEW #4 – I enjoy the people at Park Place Financial and Peaks Benefit Solutions. They are very welcoming and they are very knowledgeable. They moved to their brand new office at VentureNorth building in Downtown Peterborough. It is beautiful.
Thank you to the team at Park Place Financial & PPF Benefits & Retirement making me feel more than just a client. Your kind words and get well card helped me get through my recent recovery ❤️🩹 – Laura Montague
Recommended Sponsors
Find a Gold IRA Near Me with the Best Gold Investment Options for Your TFSA or RRSP Account
Matthews + Associates
ADDRESS: 478 Downie St, Peterborough, ON K9H 0A4, Canada
NUMBER: +1 705-743-9064
SERVICES: Financial planning, Investment advising, Retirement savings consulting, Wealth management, Estate Planning Will, Financial Guidance, Holistic Retirement Planning, Investing Strategies, Investment And Retirement, Investment Management, Retirement Income Planning, Retirement Planning, Tax Planning
OFFICE HOURS
| Mon | 8:30 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 4:30 PM | |
| Wed | 8:30 AM – 4:30 PM | |
| Thu | 8:30 AM – 4:30 PM | |
| Fri | 8:30 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Joe and his team stood out from other advisors by providing the in-depth insight and clarity I had been missing elsewhere. They made sure I knew exactly where I stood in terms of retirement, and Joe’s use of visuals to map everything out made it easy to understand and feel confident in my decisions. The previous advisor I worked with didn’t provide the same level of detail or support, but Joe’s approach was a complete shift—I always feel informed, secure, and empowered.
The whole process was smooth and exceeded my expectations. Joe goes above and beyond to ensure I understand every step, always taking the time to explain things in a way that’s easy to grasp. Communication is clear, timely, and effective.
The Matthews team is not only professional but also genuinely attentive. They care about the small details (like the thoughtful welcome sign on the door each time I visit), making me feel truly valued. I highly recommend Joe and his team to anyone looking for an approachable, knowledgeable advisor who genuinely puts clients first. – Susan Mather
REVIEW #2 – I have been a client of Matthews and Associates for more than 8 years. The level of support and service is excellent. Joe is knowledgeable and helps educate his clients to understand the impacts of potential investments on both short and long term goals. His team is always friendly and helpful providing outstanding service. I highly recommend this team of experts to anyone looking for someone that you can trust with the management of your financial assets as you move into retirement. Many thanks to the Matthews + Associates team. – Ronald Thomas
REVIEW #3 – The Matthews + Associates Team are personable, professional and knowledgeable in their dealings with clients. I have limited background in financial matters but am never made to feel that any questions I ask are a waste of time. I never feel pushed into making decisions regarding my money. The Team contacts their clients on a regular basis to ensure the clients are fully informed regarding investing strategies and any financial updates. I have confidence in the Team knowing they are working on my behalf so I can be free from financial stressors. I highly recommend Matthews + Associates to anyone searching for a financial advisor. – Beverly Bresee
REVIEW #4 – We’ve had a wonderful experience working with Joe and his team for our retirement planning. From the start, we appreciated the approachable, small business feel of the firm, which made us feel right at home. Joe’s expertise in retirement planning was evident from our first meeting, and we really liked that he’s young enough to be our advisor for the long term, providing us with confidence for our future.
The team’s communication has been exceptional throughout the process. They are transparent and make sure we feel involved in every step, which makes us feel like we’re all working together toward our goals and on the same team. We also loved that they offer estate planning services, making them a true one-stop-shop for all our needs.
Overall, we feel very well cared for. We’d happily recommend Joe and the team to anyone looking for a knowledgeable, approachable, and thorough retirement planning experience. – Andy & Susan Hawrylow
REVIEW #5 – I had an exceptional experience with Joe and his team at Matthews + Associates.
I participated in two seminars held at Trent University over the course of two weeks in 2025 and recently booked their Strategy Session with great success.
First, the seminars at Trent contained well prepared presentations and Joe is excellent at engaging his audience. I highly recommend the seminars to anyone who is starting out with their retirement planning and yearning for some guidance on how to get going. I would add that commencing the planning activities at least two to three years ahead of retirement is critical.
I also did the Strategy Session with Joe and his team. We started with an introductory call and there were a few emails exchanged to make sure I was on the right track with completing the intake form. They shared a secure document site for me to upload account statements, pension statements, and a host of other information for them to review ahead of the session.
They definitely came prepared to the one hour meeting for the Strategy Session. I met with Joe and his associate Kate. It was clear from the outset that they took the requisite time to review my submissions, evaluate my assumptions and make an assessment of my overall approach to preparing for retirement. They provided ample commentary and shared important insights and advice that I will utilize in charting my next steps. We discussed key topics such as retirement income, including OAS and CPP, fundamental ideas around how to invest, and they provided key advice I was looking for regarding debt, including my mortgage.
The Strategy Session has excellent value and I would highly recommend this to anyone who is serious about either planning their retirement journey or looking for a course correction in early retirement.
I will continue to follow Joe’s blog and podcast – these are vital resources that continuously provide me with valuable information. – James Rankin
McInroy & Associates Private Wealth Management
ADDRESS: 1743 Lansdowne St W, Peterborough, ON K9K 2G9, Canada
NUMBER: +1 705-748-1950
DESCRIPTION FROM BUSINESS: Advanced Financial Planning, Company Pension Plan, Comprehensive Financial Planning, Comprehensive Wealth Management, Insurance Planning, Insurance Solutions, Investment Opportunities, Investment Planning, Life Plans, Personalized Recommendations, Retirement Planning, Retirement Strategies
OFFICE HOURS
| Mon | 9:00 AM – 4:30 PM | |
|---|---|---|
| Tue | 9:00 AM – 4:30 PM | |
| Wed | 9:00 AM – 4:30 PM | |
| Thu | 9:00 AM – 4:30 PM | |
| Fri | 9:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Adam is an exceptional investment adviser. He is knowledgeable, trustworthy, and always responsive whenever we have questions or need guidance. He takes the time to explain investment strategies clearly and provides thoughtful advice tailored to our goals. We appreciate his professionalism, integrity, and commitment to helping us make informed financial decisions. We highly recommend Adam and his team at McInroy & Associates to anyone looking for a reliable and experienced investment adviser. – Elizabeth Best
REVIEW #2 – I have been a client of Adam McInroy for many years and I cannot say that I have ever been disappointed with the work he puts into managing our accounts. Adam’s ethics are exemplary and I trust his knowledge and skills to deliver results that have satisfied me over the long term. Provides Personalized services such as estate planning and guides you to the appropriate resources to get things done. Whenever there are market turmoil’s Adam deals with the facts and provides information that assures me that I am on the right path. I have complete trust in Adam and his Team at Investors Wealth Management Group and we highly recommend Adam to others. Great Team Adam, thank you. – Franco Rotiroti
REVIEW #3 – My husband and I started working with Adam and his team just over a year ago as our then current financial advisor was retiring. What a difference, Adam streamlined our portfolio and made things easier for us to manage and understand. He’s come to the table with fresh eyes and great ideas and that’s exactly what we needed. He stays in contact and his door is always open for us to regroup whenever we feel it’s needed. We look forward to our quarterly meetings and updates from the team, knowing they are only a phone call or email away. Educated and up to date on the current economy and finances is what Adam and his team are! – Leigh Prentice
REVIEW #4 – I have had the pleasure of interacting with Adam since the passing of my uncle. He has been advising him and my aunt for a number of years. He continues to advise my aunt and is focused on her needs. He looks at the best options for investing and income generation given the stage of life my aunt is in (70ish). He is focused on stability while continuing to generate returns on her investments. Adam takes the time with his clients and ensures understanding related to investing. He considers what’s best for the client given the stage of their life. I highly recommend Adam for your investment needs. – Patrick Phaneuf
REVIEW #5 – Adam and the team are very professional, friendly and knowledgeable about the investments and income tax issues that I have engaged with them for several years.
The general information that is provided from a Canadian and global perspective on a regular basis, that is relevant for the overall decision making with respect to the investments, is very useful.
The detailed information provided in the financial portfolios is indicative of the decisions made to maximize the investments.
I am very pleased overall with the services and shall continue with Adam and the team as my financial advisers. – Desmond Pearce
Harbr Financial Group
ADDRESS: 57 Hunter St E, Peterborough, ON K9H 1G4, Canada
NUMBER: +1 705-742-7331
DESCRIPTION FROM BUSINESS: Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management
OFFICE HOURS
| Mon | 8:30 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 4:30 PM | |
| Wed | 8:30 AM – 4:30 PM | |
| Thu | 8:30 AM – 4:30 PM | |
| Fri | 8:30 AM – 12:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I highly recommend Harbr Financial. They took time to review my finances, make recommendations that align with my values and set a plan in motion. Very professional and well organized team. Any inquiries I had, received a prompt and thorough response. – Bryan Coles
REVIEW #2 – Harbr has been an amazing group to work with. We are a software vendor, and their attention to detail and focus on client experience is second to none! We have seen 100’s of firms in Canada and Harbr stands at the top. – Massimo Ianniruberto
REVIEW #3 – Harbr Financial Group is the place to go for investment management and insurance strategies. The team has long-provided advice and solutions to our family and it is always spot on. I trust that the team at Harbr has our best interests in mind. They’re invested in our family’s success. – Corinne Impey
REVIEW #4 – Have had an amazing experience so far with Harbr Financial. Speedy client service, available to answer questions, working with us to create the right financial plan for our future. – Courtney Carroll
REVIEW #5 – I’ve been using Paul & Matt at Harbr for life and disability insurance for years. They provide amazing personalized service. Highly, highly recommended!!! – Chris Taylor
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