Aspire Wealth Group
“If you're looking for a professional service Aspire Wealth Group will meet and exceed your expectations.”
Best Financial Advisors in Kanata, ON
15 firms listed · 12 in Kanata · 1 open weekends · 10 rated 4.5+
Data verified October 19, 2026
Concierge Wealth Management
“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.”
Lester Financial Services
“Have had great service over a number of years with Glenn and I feel my finances and tax returns are in good hands.”
Boyd Financial
G.R. Baird Financial Group
“Roxanna has been helpful, organized, professional and always looked after our best interests.”
Brophy Financial Planning & Insurance Agency
The 15 firms listed for Kanata, 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: Kanata, ON
12 of the 15 firms we list are based in Kanata; the other 3 serve Kanata from Ottawa (19 km). 11 of the firms on this page have a rating, from 4.2 to 5.0 across 284 reviews; 2 have 50 or more reviews and 10 are rated 4.5 or higher. 1 is open on weekends. Domain records put 11 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers payment plans; 2 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 all 15 of the firms on this page; all 15 publish a contact page; 11 list a public email and 2 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Kanata take financial planning bookings online?
2 of the 15 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.
Wesley Clover International
Raymond James
Book onlineBook
Wealthlife Capital
“Fabien and his team have done a great job both managing our investments and helping us plan for the future.”
Hutchinson Wealth Management
The Macdonell Group
Laidlaw Financial
McAuley Financial Services
“As a young professional, still in the infancy of my career, Kimberley's compassionate and client-centered demeanour made an anxiety-inducing topic and process accessible, manageable and even encouraging.”
Financial Health Partners
“Very detailed and takes care of his customers as if they were family.”
Rankin Rice Wealth Management
“She is well prepared for our regular reviews and her advice is much appreciated.”
Why these companies made our list
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