McInroy & Associates Private Wealth Management
23 Reviews
- Thursday9 AM–4:30 PM
- Friday9 AM–4 PM
- SaturdayClosed
- SundayClosed
- Monday9 AM–4:30 PM
- Tuesday9 AM–4:30 PM
- Wednesday9 AM–4:40 PM
About the Business
Home | McInroy & Associates Private Wealth Management |
Contacts
Website
Call Us
+17057481950
246 George St N, Peterborough, ON K9J 3H1
Hours
- Thursday9 AM–4:30 PM
- Friday9 AM–4 PM
- SaturdayClosed
- SundayClosed
- Monday9 AM–4:30 PM
- Tuesday9 AM–4:30 PM
- Wednesday9 AM–4:40 PM
Features
- Wheelchair-accessible parking lot
- Washroom
Recommended Reviews
Liana Oliver
19.10.2023
McInroy & Associates Private Wealth Management
We have been with IG Wealth Management for many years. In the last 4 years Adam has become our financial advisor. He is very patient with both my husband and I. Adam believes that any financial question we may have, no matter how basic it is, deserves his time and attention! He makes the time to sit down with us regularly. We feel confident in the advice he gives us and we trust his direction with our assets. We strongly recommend Adam if you are looking for financial advise.
Dan Cook
14.10.2023
McInroy & Associates Private Wealth Management
Adam has been working as my financial advisor for several years now. We have rrsps, resps for all our kids, and tax free savings account with him. He is very knowledgeable and always quick to respond with questions and changes needing to made. Considering I am young and have a small portfolio, Adam treats me as if I had a million dollars invested. Thank you Adam for all you do!!
Clare Millington
30.08.2023
McInroy & Associates Private Wealth Management
Adam has been a fantastic financial advisor over the past year we’ve been working with him. As young professionals, he has helped us with managing student debt and purchasing our first home while still saving money. He is always quick to respond when we have questions and has been amazingly flexible with meeting times and locations that fit our schedules. He truly seems to have our best interests at heart. We’d definitely recommend him to anyone looking for help managing their finances.
tina jones
13.08.2023
McInroy & Associates Private Wealth Management
Adam is a great guy, who's so down to earth and so easy to communicate with. If you need a financial person, he is your guy. He understands the financial world so well and will help you out with anything you need. my husband and I highly recommend Adam to anyone looking for financial advise.
Andrew Duncan
23.07.2023
McInroy & Associates Private Wealth Management
Adam is down to earth and willing to explain the financial world in easy to understand language we can understand. His knowledge of the products and regulations is impressive. I would highly recommend Adam's service for the novice or experienced investor who is looking for sound advice and guidance.
Wayne Cleland
23.07.2023
McInroy & Associates Private Wealth Management
Adam has been our financial support person for several years and a key part of our financial strategy. He always places our needs and risks first in his recommendations and thats a very valuable asset!
Clarene Brown
22.07.2023
McInroy & Associates Private Wealth Management
Adam has been our financial advisor for over 6 years. He is very knowledgeable and able to explain clearly any financial questions we have. His advice and direction with our assets has been excellent. We strongly recommend Adam for a financial advisor.
Ralph Watson
22.07.2023
McInroy & Associates Private Wealth Management
Very knowable. We have been a client for many of years. Adam has always gave sound advice. Kept up the good work
Donna Ballantyne
19.07.2023
McInroy & Associates Private Wealth Management
We met Adam upon making a move to our new home in Bobcaygeon and it was a pleasant experience right from our first conversation.He answers every question and is quite knowledgeable and informative when it comes to financial issues. He guided us every step and keeps in close contact whenever there is a change or something we need to be made aware of.Thank you Adam!
Bryan Lowe
12.07.2023
McInroy & Associates Private Wealth Management
We've been working with Adam for the past few months and it's been a great experience so far! He's friendly, a great communicator,very organized and always puts our family's needs first. He's helped us come up with a financial plan geared specifically to our family's needs. Excellent service from an all round great guy.
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246 George St N, Peterborough, ON K9J 3H1
McInroy & Associates Private Wealth Management