More than just a Peterborough financial advisor

At McInroy & Associates Private Wealth Management, we believe the best financial advice starts with deep listening and a personal connection. For nearly 30 years, we’ve helped families across the Kawarthas move forward with confidence—offering plans that go beyond investments to support retirement, tax efficiency, estate planning, and real-world life transitions. Our approach is defined by genuine care, generational trust, and structured advice that brings calm to complexity.

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Who we help

We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.

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Genuine care drives everything we do

This isn’t a slogan. It’s the reason we pick up the phone before you even know there’s an issue. We have the difficult conversations other financial advisors avoid because we actually care. Whether that means confronting an uncomfortable estate planning issue or protecting a surviving spouse from years of unnecessary tax, we go the extra mile—because we value the relationships we create with our clients.

Our plans are structured. We adapt, revisit, and walk alongside you at every stage—whether you’re growing your business, downsizing your home, or helping your kids prepare for an inheritance. We believe in long-term loyalty and relationships that span generations. In many cases, we now work with the grandchildren of our earliest clients.

What we do

We offer more than what you’d expect from a typical Peterborough financial advisor. Our clients count on us for calm, structured planning, honest conversations, and long-term guidance that puts their goals—and their family—first. Our services include:

Retirement planning


You’ve worked hard to build your wealth—now it’s time to make sure it lasts. We help you shift from saving to spending with a clear retirement income strategy that balances stability, flexibility, and tax efficiency. Whether you’re retiring with a pension or managing RRSPs, we’ll show you how to structure your income and protect your future.

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