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IPC Securities Corporation - Jeff Keill
“Amazing people who make you feel like you are an integral part of their business”
Best Financial Advisors near Carleton Place, ON
2 of these firms are based in Carleton Place; the others serve Carleton Place from towns including Kanata, Gatineau, QC and Ottawa.
3 open weekends · 15 rated 4.5+
Data verified October 16, 2026
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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.”
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Aspire Wealth Group
- Portfolio
- Financial Advisor
- Retirement
“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!”
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McAuley Financial Services
- 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.”
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Joanne Jehu, CFP CKA
- Insurance
“Joanne has over the years been so helpful, courteous and kind.”
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Concierge Wealth Management
“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.”
The 24 firms listed for Carleton Place, ON offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.
Area overview: Carleton Place, ON
15 of the 24 firms on this page have a rating, from 4.9 to 5.0 across 482 reviews; 4 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (93%), responsiveness (79%) and quality (68%). 3 are open on Saturdays and 2 on Sundays. 13 have ten or more years of experience, the longest 30 years. 1 offers payment plans; 3 offer a free initial consultation; 1 is family- or locally-owned and 2 list coupons or special offers. We have a website on file for 23 of the firms on this page; 21 publish a contact page; 16 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Carleton Place offer a free first meeting?
3 of the 24 firms listed here offer a free introductory meeting. Expect a conversation about your situation, the firm's approach and its compensation, rather than recommendations. Bring your statements anyway, since it makes the discussion concrete.
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Bowie Financial
“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.”
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G.R. Baird Financial Group
- 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.”
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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...”
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Brophy Financial Planning & Insurance Agency
“Best in the business”
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Wesley Clover International
“Great park love the horses they care about the community have done a lot to promote the area.”
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Pulse Wealth Management - Melany Goodhue
- 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.”
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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...”
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Raymond James
“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...”
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The Luo Team
“Like whenever I asked for something they would preform without waiting a moment.”
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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...”
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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.”
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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...”
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Hutchinson Wealth Management
“®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...”
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The Macdonell Group
“®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...”
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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...”
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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...”
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Gamblingtaxes.ca
- Gain
- Casino
- Company
“Very satisfied with the work of the Taxedejeu team, the file was resolved in record time, thank you to Philippe for his excellent work and I recommend to all of you to do business with the team.”
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Patrick Dumond - Courtier Hypothécaire
- Fantastic
- Team
- Questions
“My partner and I received increased support throughout our research, which spanned more than two years, and Patrick was always there to answer our questions and provide us with the necessary documents in a snap.”
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
Why these companies made our list
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