Kanata, ON

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Kanata, ON
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Best Financial Advisors in Kanata, ON

24 firms listed · 15 in Kanata · 1 open 24/7 · 4 open weekends · 18 rated 4.5+

Data verified October 18, 2026

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Aspire Wealth Group

Aspire Wealth Group

(48)
  • Future
  • Financial Advisor
  • Savings
“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.”
In Business Since 2002
535 Legget Dr, Kanata, ON K2K 3B8
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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
120 Terence Matthews Crescent Suite G2, Kanata, ON K2M 0J1
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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)
  • 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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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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The 24 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

15 of the 24 firms we list are based in Kanata; the other 9 serve Kanata from towns including Ottawa (19 km), Gatineau, QC (26 km) and Nepean (11 km). 18 of the firms on this page have a rating, from 4.9 to 5.0 across 953 reviews; 7 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (98%), responsiveness (83%) and quality (70%). The topics that come up most in reviews of the firms on this page are "knowledge", "expertise" and "trust". 1 is open around the clock and 4 are open on weekends. The services the firms on this page list most often on their websites are financial planning (2), life insurance (2) and wealth management (2). Domain records put 14 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 1 offers urgent consultations; 1 offers payment plans; 4 offer a free initial consultation; 3 are family- or locally-owned and 1 lists coupons or special offers. 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?

4 of the 24 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.

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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

“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
Featured

Father. Business owner. Jazz fanatic. A Raymond James financial advisor plans for every side of his unique life just as they will for yours. Learn more about tailored advice for every part of you at lifewellplanned.com.

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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

“®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

“®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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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
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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)
  • Email
  • Options
  • Meeting
“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)
  • Options
  • Questions
  • Fees
“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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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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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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Financial Health Partners

Financial Health Partners

(36)
  • Management
  • Questions
  • Insurance
“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
Serving Kanata Area
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Ottawa Investment Advisor John Bruce

Ottawa Investment Advisor John Bruce

(41)
  • Manage
  • Market
  • Tuition
“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.”
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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