Carp, ON

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Carp, ON
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Best Financial Advisors near Carp, ON

None of these firms is based in Carp; they work from towns including Ottawa, Kanata and Gatineau, QC.

24 firms listed · 2 open weekends · 22 rated 4.5+

Data verified October 19, 2026

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Aspire Wealth Group

Aspire Wealth Group

(48)
  • Financial Advisor
  • Goals
  • Team
“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.”
Kanata, ON
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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.”
In Business Since 2002
Kanata, ON
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Financial Health Partners

Financial Health Partners

(36)
  • Questions
  • Advice
  • Team
“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
Ottawa, ON
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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
Stittsville, ON
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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.”
Ottawa, ON
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Pérennité Gestion de Patrimoine Inc

Pérennité Gestion de Patrimoine Inc

(6)
  • Service
“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
Gatineau, QC
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The 24 firms listed for Carp, 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: Carp, ON

23 of the 24 firms on this page have a rating, from 4.4 to 5.0 across 301 reviews; 2 have 50 or more reviews and 22 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (95%), responsiveness (81%) and quality (59%). 2 are open on weekends. 10 have ten or more years of experience, the longest 29 years. 4 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 23 of the firms on this page; 21 publish a contact page; 20 list a public email and 2 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 Carp offer a free first meeting?

4 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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Concierge Wealth Management

Concierge Wealth Management

(1)
“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
Kanata, ON
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Pierre Jeaurond &/ET Assoc.

Pierre Jeaurond &/ET Assoc.

Free Initial Consultation
Ottawa, ON
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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
Ottawa, ON
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IPC Investment Corporation - Roy Anderson

IPC Investment Corporation - Roy Anderson

(1)
“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.”
Ottawa, ON
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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
Ottawa, ON
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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
Kanata, ON
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Ryan Lamontagne

Ryan Lamontagne

Transparent Fees & Pricing
In Business Since 1999
Ottawa, ON
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Boyd Financial

Boyd Financial

Free Initial Consultation
Kanata, ON
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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
Ottawa, ON
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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
Ottawa, ON
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Canada Retirement Information Centre

Canada Retirement Information Centre

(2)
“Fast friendly professional.”
In Business Since 2019
Ottawa, ON
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Services Financiers Eric Roy Financial Services

Services Financiers Eric Roy Financial Services

(4)
  • Investing
“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.”
Gatineau, QC
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Brophy Financial Planning & Insurance Agency

Brophy Financial Planning & Insurance Agency

(2)
“Best in the business”
In Business Since 1997
Kanata, ON
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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
Kanata, ON
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Duane Francis

Duane Francis

(1)
“Do yourself a favor and have Duane help you reach our goals.”
Ottawa, ON
Featured

This week on Duane Explains, we’re diving deep into three powerful financial tools that can significantly enhance your personal finance strategy: the Tax-Free Savings Account (TFSA), the Registered Retirement Savings Plan (RRSP), and the First Home Savings Account (FHSA).nn🔹 TFSA: A versatile vehicle where your earnings, whether from interest, dividends, or capital gains, grow completely tax-free. What's more, unused contribution room rolls over, giving you incredible flexibility to manage your finances without the burden of taxes.nn🔹 RRSP: Essential for future-proofing your retirement, allowing you to reduce taxable income now while your investments grow tax-deferred until retirement—optimizing your tax situation when you're potentially in a lower tax bracket.nn🔹 FHSA: A unique blend of TFSA and RRSP benefits tailored for first-time homebuyers, providing tax-deductible contributions and tax-free withdrawals for purchasing your dream home.nnJoin me as I break down how these tools can help you secure your financial future, whether you're saving for a rainy day, planning for a comfortable retirement, or stepping onto the property ladder. Each tool offers distinct advantages, and choosing the right one could be a game-changer in achieving your financial goals.nn📺 Watch the full episode below! nn#DuaneExplains #WealthCreation #FinancialPlanning #TFSA #RRSP #FHSA #InvestmentTips #FinanceEducationnn...

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Foundation Private Wealth Management

Foundation Private Wealth Management

In Business Since 2009
Ottawa, ON
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Pulse Wealth Management - Melany Goodhue

Pulse Wealth Management - Melany Goodhue

(20)
  • 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.”
Ottawa, ON
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Checkmate Asset Management

Checkmate Asset Management

In Business Since 2016
Ottawa, ON
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