Serving clients across Bobcaygeon, Peterborough, Kawartha Lakes, and Haliburton, we offer investment planning designed specifically for high-net-worth families, professionals, and business owners. If you’re looking for investment advisors who connect the dots—not just within your portfolio, but across your entire financial life—you’re in the right place.

Investment planning with purpose

We start with questions: What matters most to you? Early retirement? A thriving legacy? Time with family? Once we understand what drives you, we tailor a strategy that reflects your goals, your risk tolerance, and your values.

Investment planning isn’t static. As life shifts, your plan should evolve. Our role is to ensure your portfolio moves with you—through every high and low, every change in direction, every milestone. That’s how we build confidence—through flexibility, consistency, and long-term alignment.

Smart portfolios built with care

We offer customized investment solutions that go far beyond the traditional. Each portfolio is built for one person: you. Depending on your needs, your portfolio may include:

  • Public markets

    Equities, ETFs, fixed income, and dividend-paying stocks form a solid foundation for growth and income.

  • Alternative investments

    Real estate, private equity, and other non-traditional assets add diversification and enhance long-term performance.

  • Sustainable investing

    ESG strategies that align your portfolio with your personal values, whether it’s clean energy, ethical labour practices, or inclusive leadership.

Tax efficiency: Every dollar working harder

As high-net-worth investment advisors, one of our top priorities is preserving more of what you earn. That’s why tax planning is built into every investment decision we make. We look at asset location, capital gains strategies, income-splitting opportunities, and more—helping reduce the quiet drain of taxes and boosting your long-term results.

You won’t need to worry about missed deductions, inefficient withdrawals, or unnecessary tax surprises. With McInroy & Associates, your investment plan isn’t just built for performance—it’s built for tax-smart outcomes.

Income that supports your lifestyle

Retirement doesn’t mean your portfolio stops working—it means it starts working differently. With the right investment planning, your portfolio can generate steady, reliable income without eroding your capital. We use income-producing assets like dividends, bonds, and real estate investment trusts (REITs) to support your lifestyle goals.

Our goal is to give you the freedom to spend confidently, knowing that your portfolio is designed to last.

Clarity in uncertain times

Markets move. Life changes. But panic doesn’t help. That’s why our investment advisors offer steady, consistent support. When uncertainty strikes, we provide clear explanations, real-time guidance, and rational decisions.

We help you stay focused on the long term, avoiding unnecessary shifts while remaining ready to act when opportunity knocks.

Local relationships. Global perspective.

Whether you live in Bobcaygeon, Peterborough, Kawartha Lakes, or Haliburton, we offer the kind of relationship-based guidance you won’t find in a call centre or robo-advisor. We’re proud of our roots in these communities, but we also bring a national and global perspective to every portfolio we manage.

Your investment strategy benefits from world-class research, cutting-edge insights, and a personal connection that’s built to last.

Wealth is more than numbers—it’s your story

Every investment you make should bring you one step closer to living the life you want. At McInroy & Associates, we never lose sight of that. Your wealth has a purpose. Our job is to help you shape it, grow it, and protect it—so it always serves the people and goals that matter most.