Carleton Place, ON

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Carleton Place, ON
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Best Financial Advisors in Carleton Place, ON

The highest-rated Financial Planning & Wealth Management companies out of 65 vetted & reviewed in the Carleton Place area.

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IPC Securities Corporation - Jeff Keill

IPC Securities Corporation - Jeff Keill

(3)
“Amazing people who make you feel like you are an integral part of their business”
In Business Since 2013
81 Bridge St, Carleton Place, ON K7C 2V4
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BCM Financial Solutions

BCM Financial Solutions

“Approvals are based on employment and verifiable income, unlike the traditional method of credit score used by the banks. We approve customers with good, bad or no credit at all.”
In Business Since 2017
7642 ON-15, Carleton Place, ON K7C 0C4
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Aspire Wealth Group

Aspire Wealth Group

(48)
Legacy Life Insurance, Wealth Management, Planning Process
“I've been dealing with Jay for a couple years, originally for RRSP but he provided me more options to build a great plan for our day-to-day and eventual retirement!”
130 Terence Matthews Crescent Unit A-2, Kanata, ON K2M 0J1
Featured

AWG Wealth Management is an innovative team-based approach that addresses the entirety of your life- your family, your business and your future. 1. Business Investment Accounts 2. Personal Investment Accounts 3. Financial Planning 4. Tax & Estate Planning...

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McAuley Financial Services

McAuley Financial Services

(50)
  • Future
  • Questions
  • Goals
“I am very grateful for the guidance and financial advice that McAuley Financial Services has provided through the past , and now I have been well set up for my retirement.”
MFS, MFS, MFS Certified
In Business Since 2002
535 Legget Dr, Kanata, ON K2K 3B8
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Joanne Jehu, CFP CKA

Joanne Jehu, CFP CKA

(11)
  • Insurance
“Joanne has over the years been so helpful, courteous and kind.”
Coupons & Offers
4 Greenhaven Crescent, Stittsville, ON K2S 2A4
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Concierge Wealth Management

Concierge Wealth Management

(1)
Portfolio Management, Life Insurance, Financial Planning
“I was ok with my last advisor but when you sit down with this team and everything is written out, analyzed and a plan is put together for you and your family, there was no doubt that they must be included in everything financial that I do.”
Free Initial Consultation
In Business Since 2015
120 Terence Matthews Crescent Suite G2, Kanata, ON K2M 0J1
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Bowie Financial

Bowie Financial

(5)
“I have Life Insurance through them - and it's awesome, the cash values grow with dividends, my old policies, the numbers did not look like that in the future for my cash values.”
In Business Since 2019
100 Schneider Rd Suite 3, Ottawa, ON K2K 1Y6
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Boyd Financial

Boyd Financial

“We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about your financial situation, the more likely you are to reach your financial goals, and we're here to help you d...”
Free Initial Consultation
11 Scissons Rd, Kanata, ON K2M 2X3
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G.R. Baird Financial Group

G.R. Baird Financial Group

(6)
  • Planning
  • Retirement
“Graeme has not only advised us on our financial situation but has given us valuable insight in other areas such as retirement goals, wills and estate planning, money management, and tax planning.”
Family Business
In Business Since 2002
Serving Carleton Place Area
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Brophy Financial Planning & Insurance Agency

Brophy Financial Planning & Insurance Agency

(2)
“Best in the business”
In Business Since 1997
300 Terry Fox Dr #200, Kanata, ON K2K
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Wesley Clover International

Wesley Clover International

(1)
“Great park love the horses they care about the community have done a lot to promote the area.”
In Business Since 2001
390 March Rd Suite 110, Kanata, ON K2K 0G7
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Pulse Wealth Management - Melany Goodhue

Pulse Wealth Management - Melany Goodhue

(20)
  • Life
  • Goals
  • Feel
“While unexpected expenses will always arise we are now much more financially secure to handle them and able to pay down these debts faster than before.”
1701 Woodward Dr Suite LL24, Ottawa, ON K2C 0R4
FAQs
Can you provide me with a clear plan on how, when, and what to withdraw during retirement to maximize my income?
Definitely! A retirement strategy session can provide exactly those answers for you. Book a quick call and we can determine the most effective way to get you those answers.
Can you tell me whether I should pre-pay my mortgage or invest my money?
This is exactly the kind of question we can address during a one-time strategic session. You don't need to work with us long-term to get an analysis of your question!
Can you tell me whether I am over or under-insured, or if I have the right type of coverage?
Yes! During a strategic session, we can evaluate your current coverage and give you a clearly defined overview of where you may have coverage gaps, where you are overpaying, and what other unique options might be available to you to accomplish your goals.
You can find more info on the FAQ page of our website.
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Create Wealth Management

Create Wealth Management

“Even if you're a seasoned investor, you may be feeling overwhelmed by the volume and complexity of investment products today. With thousands of investment products vying for your attention, building the right portfolio has never required as much rese...”
220 Terence Matthews Crescent Unit 2C, Kanata, ON K2M
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Raymond James

Raymond James

Investment Solutions, Working With a Raymond James Advisor, Advice, Products & Services
“There are many sides to every life. Raymond James advisors plan for all of them. Backed by sophisticated resources and a team of specialists in every field, your advisor gets to know you, your purpose and everything that makes your life uniquely comp...”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 1998
Coupons & Offers
450 March Rd Suite 400, Kanata, ON K2K 3K2
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The Luo Team

The Luo Team

(1)
“Like whenever I asked for something they would preform without waiting a moment.”
In Business Since 2011
616 Miro Way, Kanata, ON K2T
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Bruno Meliambro - Raymond James

Bruno Meliambro - Raymond James

“Securities-related products and services are offered through Raymond James Ltd. Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund. Raymond James' E...”
In Business Since 2017
600 Terry Fox Dr #201, Stittsville, ON K2L 2B6
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Tasman Financial Services

Tasman Financial Services

“Since 1995, our team at Tasman has served the financial well-being of our clients. We can guarantee that the advice provided is comprehensive, objective and unbiased.”
2039 Robertson Rd, Nepean, ON K2H 8R2
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Lester Financial Services

Lester Financial Services

“Glenn Lester is a graduate of St. Francis Xavier University with a Bachelor of Business Administration (B.B.A.) Degree. He subsequently earned designations as aChartered Life Underwriter (CLU ®) and Certified Financial Planner (CFP ®). Since 1988, Gl...”
In Business Since 2002
1000 Innovation Dr Suite 500, Kanata, ON K2K
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The Macdonell Group

The Macdonell Group

Discretionary Process, Total Wealth Planning
“®Registered trademark of The Bank of Nova Scotia, used under licence. Scotia Wealth Management® consists of a range of financial services provided by The Bank of Nova Scotia (Scotiabank®); The Bank of Nova Scotia Trust Company (Scotiatrust®); Private...”
In Business Since 2008
505 March Rd #250, Kanata, ON K2K 2M5
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Hutchinson Wealth Management

Hutchinson Wealth Management

Becoming a Client
“®Registered trademark of The Bank of Nova Scotia, used under licence. Scotia Wealth Management® consists of a range of financial services provided by The Bank of Nova Scotia (Scotiabank®); The Bank of Nova Scotia Trust Company (Scotiatrust®); Private...”
In Business Since 2023
505 March Rd, Kanata, ON K2K 2M5
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Wealthlife Capital

Wealthlife Capital

“Q Wealth is a partnership that is owned by its partners, including WealthLife Capital. As a client of Q Wealth, you may receive services from both Q Wealth and WealthLife Capital. Note that individuals from WealthLife Capital will only provide invest...”
In Business Since 2018
1000 Innovation Dr Suite 500, Kanata, ON K2K
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Laidlaw Financial

Laidlaw Financial

“As a new client, your existing financial picture will be reviewed in depth. Your assets, your future plans, tax issues, estate needs and insurance will be analyzed. We will prepare a report with recommendations to ensure your plans are achievable, se...”
In Business Since 2005
6 Varley Dr, Kanata, ON K2K
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Retirement in View

Retirement in View

(38)
  • Tax
  • Questions
  • Advice
“We decided we wanted to work with an advice-only financial planner after following the personal finance / investment pages on the Globe and Mail website for many years.”
Transparent Fees & Pricing
240 Catherine St Suite 201, Ottawa, ON K2P 2G8
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Ken Jacob CPA

Ken Jacob CPA

(18)
  • Email
  • Questions
  • Fair
“Love working with Ken, he's very informative, keeps me updated on what's happening, and does his due diligence when it comes to the work (+ very fair pricing).”
Free Initial Consultation
In Business Since 2021
1505 Laperriere Ave Suite 340, Ottawa, ON K1Z 7T1
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Retirement Planning and Investment Management Services in Carleton Place, ON Cost Estimates

Minimum cost
$1169
Maximum cost
$9937
National Average
$3507
Avg Per Hour Rates
$351
$2338
$6430
Average price range is based on 464 cost profiles
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Average Cost $3507
Minimum cost $1169
Maximum cost $9937
Avg Per Hour Rates $351

Average range $2338 to $6430 is based on 464 cost profiles.

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Wealth Management Advisors near Carleton Place

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