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.

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

(45)
Legacy Life Insurance, Wealth Management, Planning Process
“I have referred several people to them over the past couple of years and they have all been thrilled with the level of professionalism and service they provided.”
130 Terence Matthews Crescent Unit A-2, Kanata, ON K2M 0J1
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Ecivda Financial Planning Boutique

Ecivda Financial Planning Boutique

(40)
  • Future
  • Investment
  • Confident
“He is adept at building trust through the delivery of consistent and reliable service and communication and it is this foundation of trust that helps Shawn's clients rely upon his guidance during times of market volatility.”
In Business Since 2006
Serving Carleton Place Area
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McAuley Financial Services

McAuley Financial Services

(50)
  • Number
  • Retirement
  • Goals
“The team of administrative staff go above and beyond to manage the on-boarding and paperwork processes, ensuring I never have to worry about a single element.”
MFS, MFS, MFS Certified
In Business Since 2002
535 Legget Dr, Kanata, ON K2K 3B8
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Pulse Wealth Management - Melany Goodhue

Pulse Wealth Management - Melany Goodhue

(19)
  • Goals
  • Feel
  • Plan
“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
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Scrivens Insurance and Investment Solutions

Scrivens Insurance and Investment Solutions

“My experience with Scrivens Insurance over the last fifteen years has been amazing. I fully trust their guidance and experience. At times they have recommended alternate insurance providers for my personal and business accounts that provided the same...”
Family Business
Transparent Fees & Pricing
300 March Rd #201, Kanata, ON K2K
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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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G.R. Baird Financial Group

G.R. Baird Financial Group

(6)
“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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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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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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Joseph Meliambro - Raymond James

Joseph Meliambro - Raymond James

(1)
“Joe is very knowledgeable when it comes to finances, allowing me to work towards being able to retire comfortably and enjoy life, while still being able to raise and support a family.”
In Business Since 2017
600 Terry Fox Dr #201, Stittsville, ON K2L 4B6
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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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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
“The only truly interactive portfolio management system for financial institutions, eFolio allows you to interact with your portfolio online -- sorting, strategies, inventories, research, swaps and more.”
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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Jory Financial

Jory Financial

Build a Plan, Services, 7 Key Risks
“We work together to establish your goals, create the best plan to realize those goals, and then implement that plan.”
In Business Since 2003
Serving Carleton Place Area
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Todd Morin - IG Wealth Management

Todd Morin - IG Wealth Management

(2)
“I've known Todd for a while; Am a client, appreciate his insight and, like that he is down-to-earth.”
400 March Rd #240, Kanata, ON K2K 3H4
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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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Bruno Meliambro - Raymond James

Bruno Meliambro - Raymond James

“Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subs...”
In Business Since 2017
600 Terry Fox Dr #201, Kanata, ON K2L 2B6
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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 a Chartered Life Underwriter (CLU ®) and Certified Financial Planner (CFP ®). Since 1988, G...”
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...”
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...”
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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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.

Why these companies made our list

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