Kanata, ON

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Kanata, ON
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Best Financial Advisors in Kanata, ON

Handpicked from 54 vetted & reviewed Financial Planning & Wealth Management firms in the Kanata area, explore the top 5 leaders in their field among the selected group of 24 finalists.

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Aspire Wealth Group

Aspire Wealth Group

(48)
Compensation Structure, Legacy Life Insurance, Planning For Real Estate Professionals
“Cedric has been advising me for a number of years on life insurance, wealth accumulation and now set up pensions; he has also been providing education to my team at work from his presentations.”
130 Terence Matthews Crescent Unit A-2, Kanata, ON K2M 0J1
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McAuley Financial Services

McAuley Financial Services

(50)
  • Portfolio
  • Questions
  • Number
“Our financial situation has changed drastically in the past 4 - 5 months as we bought a new house and sold ours during the spring/summer and Kory was able to guide us through the transition rather seamlessly.”
MFS, MFS, MFS Certified
In Business Since 2002
535 Legget Dr, Kanata, ON K2K 3B8
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Concierge Wealth Management

Concierge Wealth Management

(1)
Accounting & Tax Services, Portfolio Management, Wills & Estates
“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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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
300 Terry Fox Dr #200, Kanata, ON K2K 0E3
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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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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
95 (100)
Minimum Reputation Rank
97.9 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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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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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

Estate, Charitable Giving & Trust Services, Investment Solutions, Private Wealth Services
“There are many sides to every life. Raymond James advisors plan for all of them. Backed by sophisticated resources and a team of specialists in every field, your advisor gets to know you, your purpose and everything that makes your life uniquely comp...”
Transparent Fees & Pricing
Coupons & Offers
Offers Financing Options
In Business Since 1998
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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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 aChartered Life Underwriter (CLU ®) and Certified Financial Planner (CFP ®). Since 1988, Gl...”
In Business Since 2002
1000 Innovation Dr Suite 500, Kanata, ON K2K
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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...”
In Business Since 2023
505 March Rd, Kanata, ON K2K 2M5
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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...”
In Business Since 2008
505 March Rd #250, 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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Laidlaw Financial

Laidlaw Financial

“As a new client, your existing financial picture will be reviewed in depth. Your assets, your future plans, tax issues, estate needs and insurance will be analyzed. We will prepare a report with recommendations to ensure your plans are achievable, se...”
In Business Since 2005
6 Varley Dr, Kanata, ON K2K
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Retirement in View

Retirement in View

(38)
  • Confidence
  • Questions
  • Decisions
“She has only her clients best interests and not of any other financial institution, but she is also well connected in the investment industry so she can help you decide where best to put your savings”
Transparent Fees & Pricing
240 Catherine St Suite 201, Ottawa, ON K2P 2G8
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Ken Jacob CPA

Ken Jacob CPA

(18)
  • Email
  • Questions
  • Fair
“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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Exponent Investment Management

Exponent Investment Management

(4)
EIM Partners Fund, Investment Management, Individual Pension Plan
“Mathew Hall has a wealth of investment knowledge and he combines that with a one of a kind client focused approach to advising.”
Transparent Fees & Pricing
In Business Since 2011
Serving Kanata Area
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Gamblingtaxes.ca

Gamblingtaxes.ca

(50)
  • Games
  • Casino
  • Resident
“Payment is 25% of the value recovered which may seem steep but considering all of this money was gone to the it's a small price to pay to get most back.”
Free Initial Consultation
In Business Since 2012
160 Bd de l'Hôpital #202, Gatineau, QC J8T 8J1
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Patrick Dumond - Courtier Hypothécaire

Patrick Dumond - Courtier Hypothécaire

(50)
  • Trust
  • Team
  • Purchase
“I really recommend them 😅their professionalism has reversed the roles of pushing and forcing to get it over with (obligated in a good way) very good service thank you again …”
In Business Since 1996
4 Rue de la Baie, Gatineau, QC J8T 3H3
Featured

Maximisez vos Opportunités Hypothécaires avec Patrick Dumond à Gatineau-Ottawa ! Expert en financement immobilier, Patrick Dumond vous propose des solutions sur mesure avec accès à plus de 35 prêteurs fiables. Que vous souhaitiez acheter votre première maison, renouveler votre prêt ou consolider des dettes, profitez d'une expertise locale approfondie et de services personnalisés. Bénéficiez de flexibilité financière avec des options d'amortissement allant jusqu'à 30 ans. Engagé envers l'excellence, Patrick vous guide à chaque étape pour transformer votre rêve immobilier en réalité. Visitez notre site ou prenez rendez-vous dès aujourd'hui avec le courtier de confiance à Gatineau-Ottawa pour explorer vos options !

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Jubilee Financials Limited

Jubilee Financials Limited

(50)
  • Advisor
  • Parents
  • Stress
“One of the things that really stood out to me about Sohil was his understanding of the policy wordings, exclusions, and other possible hidden charges that can come with travel insurance.”
Emergency Services
In Business Since 2021
107 Angelonia Cres, Ottawa, ON K1T 0Y6
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MDL Financial Group

MDL Financial Group

(37)
Home & Auto, Employee Benefits, Insurance
“Gabriel is very knowledgeable about finances, gives solid advice with rationale and clear explanation, responds very quickly to emails and is very supportive.”
Free Initial Consultation
Family Business
In Business Since 2014
78 George St Suite 204M, Ottawa, ON K1N 5W1
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Forest Financial Planning

Forest Financial Planning

(33)
Virtual Consultation
“It's important to note that Alex is paid simply for his advice--he's not trying to sell you things so he can get commission--you know you are getting good objective advice.”
Remote Consultations Available
Transparent Fees & Pricing
115 Bank St Suite 23B, Ottawa, ON K1P 5N5
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Pk Accounting Professional Corporation

Pk Accounting Professional Corporation

(48)
  • Team
  • Tax Return
  • Corporate Taxes
“Their team is incredibly knowledgeable, professional, and proactive, they've provided invaluable support for all my business and personal tax planning.”
In Business Since 2018
Serving Kanata Area
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Retirement Planning and Investment Management Services in Kanata, 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 331 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 331 cost profiles.

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Wealth Management Advisors near Kanata

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