Carp, ON

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Carp, ON
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Best Financial Advisors in Carp, ON

The highest-rated Financial Planning & Wealth Management companies out of 54 vetted & reviewed in the Carp area.

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Aspire Wealth Group

Aspire Wealth Group

(48)
Legacy Life Insurance, Planning For Real Estate Professionals, Planning Process
“As we moved into retirement and left Ottawa at the beginning of Covid he was there and responsive to our needs and concerns about our portfolio, we very much appreciated that and his advice and Guidance were spot on.”
130 Terence Matthews Crescent Unit A-2, Kanata, ON K2M 0J1
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Ken Jacob CPA

Ken Jacob CPA

(18)
  • Email
  • Fair
  • Questions
“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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McAuley Financial Services

McAuley Financial Services

(50)
  • Questions
  • Retirement
  • Team
“Over those years I have benefited from Jack's counsel but most recently I have been extremely impressed with the time and effort bringing about security, clarity and confidence while assisting my 92 year old mother with all her financial affairs.”
MFS, MFS, MFS Certified
In Business Since 2002
535 Legget Dr, Kanata, ON K2K 3B8
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Pk Accounting Professional Corporation

Pk Accounting Professional Corporation

(48)
  • Tax Return
  • Knowledge
  • Questions
“After 3 years of frustrating/confusing tax filing by other companies Phil resubmitted the returns, addressed all 'audit' investigation questions effortlessly and in a timely manner.”
In Business Since 2018
Serving Carp Area
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Financial Health Partners

Financial Health Partners

(36)
Wealth Management, Saving and Lending, Protection
“FHP has helped me with our company since we started 9 years ago with our group benefits and life assurance and, more recently, with our employee pension plan.”
Family Business
In Business Since 2011
Serving Carp Area
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Joanne Jehu, CFP CKA

Joanne Jehu, CFP CKA

(11)
  • Insurance
“Joanne is very experienced insurance planning specialist I highly recommend her services to anyone looking for true and unbiased advice.”
Coupons & Offers
4 Greenhaven Crescent, Stittsville, ON K2S 2A4
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Adam Schacter CFP

Adam Schacter CFP

(30)
  • Financial Plan
  • Honest
  • Understand
“I wouldn't hesitate for a moment to recommend Adam as a financial planner, especially to someone like myself who doesn't have a lot of experience or a background in financial matters.”
628 Windermere Ave, Ottawa, ON K2A 2W6
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Hometown Accounting and Tax

Hometown Accounting and Tax

(21)
Bookkeeping Services, Tax Services, Business Advisory
“He completed them in a very timely manner, especially considering the complications of my partner's business papers as well as COVID-19 related issues.”
Family Business
In Business Since 2016
Serving Carp Area
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Pérennité Gestion de Patrimoine Inc

Pérennité Gestion de Patrimoine Inc

(6)
La Différence Pérennité Gestion de Patrimoine Inc., Gestion Financière
“Jean-Philippe is by far the best financial planner I have had, he really takes his clients' interests and their needs to heart, all with a super personalized service!”
In Business Since 2020
Serving Carp Area
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Hendry Warren

Hendry Warren

(16)
  • Team
  • Trust
  • Company
“We never felt the need to move to a larger accounting firm, we enjoyed all the professionalism of a great accounting firm, with more personalized service and at a much lower cost that the big firms.”
Serving Carp Area
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Concierge Wealth Management

Concierge Wealth Management

(1)
Portfolio Management, Living Benefits 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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Pierre Jeaurond &/ET Assoc.

Pierre Jeaurond &/ET Assoc.

Young Family, Retiree, Starting Out
“Pierre came highly recommended by my life insurance company. He assessed my situation for life insurance and designed a solution that would eliminate the need to pay premiums once I was retired. He also opened my eyes to the impact of a Critical Illn...”
Free Initial Consultation
666 Kirkwood Ave #201, Ottawa, ON K1Z 5X9
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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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IPC Investment Corporation - Roy Anderson

IPC Investment Corporation - Roy Anderson

(1)
Financial Planning, Investments Management (Acpi)
“I have worked with this firm, specifically Michael Connelly, for the past decade (at least) and both my investments and my locked-in pension funds have weathered the financial storms very well and shown impressive growth.”
1545 Carling Ave #302, Ottawa, ON K1Z 8P9
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Rankin Rice Wealth Management

Rankin Rice Wealth Management

(1)
“She is well prepared for our regular reviews and her advice is much appreciated.”
Family Business
In Business Since 2004
1600 Carling Ave, Ottawa, ON K1Z 1G3
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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 Carp Area
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Ryan Lamontagne

Ryan Lamontagne

“Ryan Lamontagne Inc. is Ottawa's largest fee-based financial planning firm. We specialize in comprehensive financial planning and wealth management. We provide a broad range of services including financial planning, investment advisory services, tax ...”
Transparent Fees & Pricing
In Business Since 1999
1565 Carling Ave Suite 602, Ottawa, ON K1Z 8R1
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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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Capcorp Financial Corporation

Capcorp Financial Corporation

(5)
  • Health Benefits
“We have been dealing with them for over a decade now and they continue to be just as responsive and dedicated to us since the day we started working together.”
Free Initial Consultation
Serving Carp Area
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Astrolabe Financial Group

Astrolabe Financial Group

(9)
  • Retirement
  • The Future
  • Investments
“Alex put together an investment mix for us that maximized our returns over the years and reduced the taxes we would pay in retirement while using conservative estimates to mitigate risk.”
Transparent Fees & Pricing
1775 Courtwood Crescent, Ottawa, ON K2C 3J2
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Canada Retirement Information Centre

Canada Retirement Information Centre

(2)
“Fast friendly professional.”
In Business Since 2019
1827 Woodward Dr #212, Ottawa, ON K2C 0P9
Featured

Dear Valued Members;nKeeping you up to date is so important to all of us here at Canada Retirement Information Centre & LP Sousa Financial INC. It is with this in mind that we want to share with you that our Office Manager/ Executive Administrator Colleen Blair will be taking a short leave of absence as she heads back to surgery for what we all hope is the final chapter of her cancer journey. Rest assured Colleen is doing great and remains cancer free. Please keep Colleen and her family in your thoughts and prayers in the coming weeks. Our office will be remain open during our regular business hours. We kindly ask for you patience and understanding for response time to calls and appointment requests. We all look forward to Colleen's return !nn Sincerely Franco, Louis & Eddie...

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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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Services Financiers Eric Roy Financial Services

Services Financiers Eric Roy Financial Services

(4)
Current Offers OF Pinnacle Wealth Brokers, Living Benefits, Private Investments
“I can say very confidently to anyone who is looking for to improve their financial lot in life with someone that has their best interests in mind, you can find no one better than Eric.”
Serving Carp Area
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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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Retirement Planning and Investment Management Services in Carp, ON Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Average price range is based on 520 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Average range $2000 to $5500 is based on 520 cost profiles.

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