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

(45)
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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Seeking a financial strategy that aligns with your life's work and future? Our Financial Planning service caters specifically to visionary leaders like you. Let's ensure your plan is as robust as your legacy.

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Ecivda Financial Planning Boutique

Ecivda Financial Planning Boutique

(40)
  • Investment
  • Goals
  • Team
“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 Carp Area
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Ken Jacob CPA

Ken Jacob CPA

(19)
“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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Mitch McLean Cfp, Financial and Investment Advisor

Mitch McLean Cfp, Financial and Investment Advisor

(11)
TAX Planning, Retirement Planning, Wealth Creation
“Mitch cares deeply for his clients, has a strong moral compass, and is committed to providing the highest value in expertise, service and communication”
CIM Certified
16+ Years Experience
Remote Consultations Available
1565 Carling Ave Suite 610, Ottawa, ON K1Z 8R1
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McAuley Financial Services

McAuley Financial Services

(50)
  • Retirement
  • Portfolio
  • 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
  • Responsive
  • 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

(29)
Wealth Management, Saving and Lending, Protection
“What really impressed us was the way Nic took the time to get an understanding for where we are at, provided us with financial planning advice tailored to meet our needs and goals.”
Family Business
Serving Carp Area
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Adam Schacter Cfp, Financial and Investment Advisor

Adam Schacter Cfp, Financial and Investment Advisor

(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.”
In Business Since 2014
658 Pepperville Crescent, Ottawa, ON K2M
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Wadhen Mortgage & Financial Services

Wadhen Mortgage & Financial Services

(14)
Parents / Grandparents Super Visa Insurance, Health and Medical Insurance, Travel Insurance
“Considering the unusual state of the pandemic situation, the speed of needing a residental mortgage at an advantageous rate, all the services were handled with efficiency and professionalism.”
Emergency Services
LIC# 13443
224 Fergus Cres, Ottawa, ON K2J 3L7
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Hometown Accounting and Tax

Hometown Accounting and Tax

(19)
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
Serving Carp Area
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Pulse Wealth Management - Melany Goodhue

Pulse Wealth Management - Melany Goodhue

(19)
  • Goals
  • Future
  • Plan
“Melany at Pulse Wealth Management helped my fiance and I get our finances on track and showed us how to realistically plan for our future including attaining goals that at one point we did not think we're achievable.”
1701 Woodward Dr Suite LL24, Ottawa, ON K2C 0R4
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Hendry Warren

Hendry Warren

(15)
  • 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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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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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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Wealth Harvest Group

Wealth Harvest Group

(1)
Corporate Executives, Retirement / Investments, Business Owners
“I would certainly recommend the Wealth Harvest Group to others looking for an innovative approach to financial and tax planning.”
In Business Since 2019
880 Lady Ellen Pl Suite 200, Ottawa, ON K1Z 5L9
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Journey Financial

Journey Financial

(11)
“Furthermore , she showed me how my budget would change once I did purchase a house by creating three different purchasing scenarios and provided me with a couple of suggestions of what I should do with my money a few years after buying my house.”
Transparent Fees & Pricing
Serving Carp Area
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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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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)
“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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Zoho Financial

Zoho Financial

(9)
  • Insurance
“Whether it's wealth and portfolio management, life and health insurance, or travel insurance, Harpreet has proven himself to be an exceptional professional.”
Licensed
Serving Carp Area
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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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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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