Best Financial Advisors in Kanata, ON

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

Aspire Wealth Group

Aspire Wealth Group

(26)
Compensation Structure, Insurance, Planning For Realtors
“I've been dealing with Jay for a couple years, originally for RRSP but he provided me more options to build a great plan for our day-to-day and eventual retirement!”
In Business Since 2013
130 Terence Matthews Crescent Unit A-2, Kanata, ON K2M 0J1
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Pulse Wealth Management - Melany Goodhue

Pulse Wealth Management - Melany Goodhue

(18)
  • Debt
  • Goals
  • Investment
“By setting incremental and very manageable goals over the past 3 years, we have been able to increase our savings by 145%, completely pay off our debt, and have increased our net worth by 126%.”
In Business Since 2018
729 Regiment Ave, Kanata, ON K2M 0E6
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Scrivens Insurance and Investment Solutions

Scrivens Insurance and Investment Solutions

“Service levels, for me, are the measure of a good business relationship. WHS&S are both proactive and responsive. The staff is professional always offering balanced advice.”
Transparent Fees & Pricing
Family Business
In Business Since 2000
555 Legget Drive Tower A Suite 304, Kanata, ON K2K 2X3
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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
300 Terry Fox Dr Suite 1000, 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
In Business Since 2008
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
300 Terry Fox Dr #200, Kanata, ON K2K 0E3
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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 0E3
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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 0E6
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Todd Morin - IG Wealth Management

Todd Morin - IG Wealth Management

(2)
“I've known Todd for a while; Am a client, appreciate his insight and, like that he is down-to-earth.”
400 March Rd #240, Kanata, ON K2K 3H4
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Bruno Meliambro - Raymond James

Bruno Meliambro - Raymond James

“Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subs...”
In Business Since 2017
600 Terry Fox Dr #201, Kanata, ON K2L 2B6
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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...”
In Business Since 2018
220 Terence Matthews Crescent Unit 2C, Kanata, ON K2M 0E2
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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 a Chartered Life Underwriter (CLU ®) and Certified Financial Planner (CFP ®). Since 1988, G...”
In Business Since 2002
329 March Rd Suite 204A, Kanata, ON K2K 2E1
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The Macdonell Group

The Macdonell Group

Resources, Discretionary Process
“®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...”
Family Business
In Business Since 2008
505 March Rd #250, Kanata, ON K2K 2M5
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Hutchinson Wealth Management

Hutchinson Wealth Management

“®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 2009
505 March Rd, Kanata, ON K2K 2M5
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Retirement in View

Retirement in View

(30)
  • Goals
  • Financial Planner
  • Decisions
“She answered all my questions, and helped me think through different scenarios, with the result that I feel much more confident about when I can retire and what my financial set-up will look like.”
Transparent Fees & Pricing
In Business Since 2016
240 Catherine St Suite 201, Ottawa, ON K2P 2G8
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Hometown Accounting and Tax

Hometown Accounting and Tax

(19)
Bookkeeping Services, Business Advisory, Tax Services
“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 Kanata Area
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Financial Health Partners

Financial Health Partners

(2)
Wealth Management, Saving and Lending, Tax and Estate Planning
“Always very pleased with the advice and service given by Nic and Don.”
Family Business
In Business Since 2011
Serving Kanata Area
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Capcorp Financial Corporation

Capcorp Financial Corporation

(4)
  • 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
In Business Since 2000
Serving Kanata Area
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MDL Financial Group

MDL Financial Group

(26)
Home & Auto, Employee Benefits, Insurance
“I have been dealing with Gabriel and Mario for the past 10 years and more and there is no doubt that I will keep returning for further needed services !!”
Free Initial Consultation
In Business Since 2014
78 George St Suite 204M, Ottawa, ON K1N 5W1
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Wadhen Mortgage & Financial Services

Wadhen Mortgage & Financial Services

(14)
Critical Illness & Disability Insurance, Parents / Grandparents Super Visa Insurance, Health and Medical 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.”
LIC# 10530
Emergency Services
In Business Since 2019
224 Fergus Cres, Ottawa, ON K2J 3L7
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Adam Schacter Cfp, Financial and Investment Advisor

Adam Schacter Cfp, Financial and Investment Advisor

(27)
  • Family
  • Honest
  • Future
“Adam took a comprehensive look at my entire financial picture and made a few recommendations that allowed me to buy my first house 6 months sooner than planned.”
In Business Since 2014
658 Pepperville Crescent, Ottawa, ON K2M 0E4
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Forest Financial Planning

Forest Financial Planning

(22)
  • Commission
  • Investment
  • Knowledge
“He has all the qualifications and experience we were looking for, and most importantly for us, doesn't work for commission so we could trust his advice was unbiased.”
Transparent Fees & Pricing
In Business Since 2020
115 Bank St Suite 23B, Ottawa, ON K1P 5N5
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Pk Accounting Professional Corporation

Pk Accounting Professional Corporation

(30)
  • Tax Return
  • Responsive
  • Knowledge
“I know pretty little when it comes to accounting (tax season) he kept in touch with me the whole time trying to get everything sorted as I just moved cities.”
In Business Since 2018
Serving Kanata Area
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Ottawa Investment Advisor John Bruce

Ottawa Investment Advisor John Bruce

(30)
  • Understand
  • Market
  • Solid
“My portfolio has seen steady gains (exceeded expectations) and he routinely checks in to discuss new opportunities and provide updates and recommendations on next steps.”
In Business Since 2002
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.

Why these companies made our list

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