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, Ottawa and Stittsville.
2 open weekends · 16 rated 4.5+
Data verified October 19, 2026
BCM Financial Solutions
Aspire Wealth Group
“I have been in contact with most of the team there and they always go above and beyond to ensure that I am not only satisfied but also well-informed about my financial options.”
McAuley Financial Services
“After 25 years with my first advisor who is a partner at MFS, I stayed on with the next generation and am very happy to have such reliable continuity of service.”
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.”
Lester Financial Services
“We've been working with Glenn Lester for over 30 years; his professionalism, trustworthiness, and expertise have always been outstanding.”
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
17 of the 24 firms on this page have a rating, from 4.2 to 5.0 across 517 reviews; 4 have 50 or more reviews and 16 are rated 4.5 or higher. 2 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are financial planning (2), life insurance (2) and wealth management (2). 12 have ten or more years of experience, the longest 29 years. 1 offers payment plans; 3 offer a free initial consultation; 3 are family- or locally-owned and 1 lists coupons or special offers. We have a website on file for all 24 of the firms on this page; 21 publish a contact page; 18 list a public email and 4 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.
Bowie Financial
“Kris has provided helpful and honest financial planning advice for me and my family.”
G.R. Baird Financial Group
“He is a diligent professional that is highly skilled in financial services.”
Boyd Financial
Brophy Financial Planning & Insurance Agency
Create Wealth Management
Wesley Clover International
Raymond James
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Wealthlife Capital
“Fabien and his team have done a great job both managing our investments and helping us plan for the future.”
Tasman Financial Services
Bruno Meliambro - Raymond James
Hutchinson Wealth Management
The Macdonell Group
Laidlaw Financial
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Forest Financial Planning
“He made the process of creating a financial plan as painless as possible even for someone with limited prior knowledge on the subject.”
MDL Financial Group
“Gabriel and the team have been a valuable source of information and have helped with all areas of our financial world.”
Gestalt Groupe Financier
“An exceptional financial group with impeccable service and always available for my questions”
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Retirement in View
“I now know how to manage the registered and unregistered savings I've accumulated, and when to apply for government pensions.”
Financial Health Partners
“Nic and Don are very client-centric and truly make our lives easier.”
Why these companies made our list
What clients say about firms near Carleton Place
- “Alex took the time to create a financial plan for us that we feel confident that we can implement, and we now have a better idea of what our financial future looks like.” — client of Forest Financial Planning
- “Gabriel goes the extra mile to understand our goals and provide investment advice and options that are in our best interest.” — client of MDL Financial Group
- “Amazing team to work with! I wanted the added confidence in our retirement plan and goals and they delivered.” — client of Aspire Wealth Group
- “Alex is an affable and knowledgeable advisor who created a financial plan which was tailored exactly to my specific needs and questions.” — client of Forest Financial Planning
Excerpts from public reviews of the firms listed on this page.
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