Ottawa, ON

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Ottawa, ON
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Best Financial Advisors in Ottawa, ON

The highest-rated Financial Planning & Wealth Management companies out of 34 vetted & reviewed in the Ottawa area.

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Jubilee Financials Limited

Jubilee Financials Limited

(50)
  • Term Life Insurance
  • Parents
  • Stress
“I would like to take a moment to express my heartfelt gratitude to Advisor Sohil Rayani from Jubilee Financials for his exceptional service in helping me secure term life 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)
Employee Benefits, Home & Auto, Investment Management
“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
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
“This entire experience has been a breath of fresh air compared to dealings with investment advisors whose commissions are based solely on trades within your portfolio.”
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)
  • Understand
  • Questions
  • Decisions
“We also felt really comfortable not only with the advice we were getting, but also during our appointments, since she was not trying to sell us any products.”
Transparent Fees & Pricing
240 Catherine St Suite 201, Ottawa, ON K2P 2G8
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Financial Health Partners

Financial Health Partners

(36)
Wealth Management, Tax and Estate Planning, Saving and Lending
“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
2725 Queensview Dr #600, Ottawa, ON K2B 0A1
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Adam Schacter CFP

Adam Schacter CFP

(30)
  • Expertise
  • Financial Plan
  • Number
“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.”
628 Windermere Ave, Ottawa, ON K2A 2W6
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Hometown Accounting and Tax

Hometown Accounting and Tax

(21)
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
1673 Carling Ave Suite 202, Ottawa, ON K2A 0Y2
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Armand Bussiere

Armand Bussiere

(16)
  • Needs
  • Financial
“I highly recommend Armand to whoever is looking to get a new mortgage or refinance or any other financial services as we also got very good financial advice from him.”
Offers Financing Options
In Business Since 2013
1730 St. Laurent Blvd Suite # 800, Ottawa, ON K1G 5L1
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Life Insurance Ottawa

Life Insurance Ottawa

(29)
  • Insurance Policies
  • Email
  • Questions
“I hate all forms of insurance and the people who sell them generally but I've grown to appreciate Gord's help and ability to simplify things down to regular person's level of understanding.”
29 James St, Ottawa, ON K2P 0T4
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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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Henley Solutions

Henley Solutions

(16)
  • Insurance
  • Broker
  • Questions
“I had no previous experience dealing with insurance brokers and will admit that I was a bit skeptical and mistrustful at first, given previous experiences with past banks and accountants.”
In Business Since 2012
29 James St, Ottawa, ON K2P 0T4
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Hendry Warren

Hendry Warren

(16)
  • Financial
  • Team
  • Proactive
“We never felt the need to move to a larger accounting firm, we enjoyed all the professionalism of a great accounting firm, with more personalized service and at a much lower cost that the big firms.”
881 Lady Ellen Pl, Ottawa, ON K1Z 5L3
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Pierre Jeaurond &/ET Assoc.

Pierre Jeaurond &/ET Assoc.

Young Family, Single, Established Family
“Pierre came highly recommended by my life insurance company. He assessed my situation for life insurance and designed a solution that would eliminate the need to pay premiums once I was retired. He also opened my eyes to the impact of a Critical Illn...”
Free Initial Consultation
666 Kirkwood Ave #201, Ottawa, ON K1Z 5X9
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Ottawa's Award Winning Financial Planner

Ottawa's Award Winning Financial Planner

(3)
“It has been what I have needed and I am happy with all of the details and the personal care that was given to me from Andrew.”
Free Initial Consultation
In Business Since 2012
2100 Thurston Dr #13b, Ottawa, ON K1G 4K8
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Been There Financial Planning

Been There Financial Planning

(8)
  • Life
  • Options
  • Tax
“William gave me advice that helped me save on taxes, and suggested an insurance strategy that helped me feel safer, as well as the maximum RRSP contributions that I should contribute to for my future.”
Transparent Fees & Pricing
In Business Since 2021
Esprit Dr, Ottawa, ON K4A 4G3
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Exponent Investment Management

Exponent Investment Management

(4)
Investment Management, EIM Partners Fund, Portfolio Review
“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
180 Elgin St Suite 1302, Ottawa, ON K2P 2K3
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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
1600 Carling Ave, Ottawa, ON K1Z 1G3
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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
100 Schneider Rd Suite 3, Ottawa, ON K2K 1Y6
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IPC Investment Corporation - Roy Anderson

IPC Investment Corporation - Roy Anderson

(1)
Financial Planning, Investments Management (Acpi)
“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.”
1545 Carling Ave #302, Ottawa, ON K1Z 8P9
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Ryan Lamontagne

Ryan Lamontagne

“Ryan Lamontagne Inc. is Ottawa's largest fee-based financial planning firm. We specialize in comprehensive financial planning and wealth management. We provide a broad range of services including financial planning, investment advisory services, tax ...”
Transparent Fees & Pricing
In Business Since 1999
1565 Carling Ave Suite 602, Ottawa, ON K1Z 8R1
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PWL Capital

PWL Capital

(6)
Popular Resources, Download Now, Services
“The measured, thoughtful, research based approach to managing our portfolio has instilled a great deal of confidence in how our ongoing and long term financial health is being managed.”
In Business Since 1997
265 Carling Ave Suite 800, Ottawa, ON K1S 2E1
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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
1050 Morrison Dr 3rd floor, Ottawa, ON K2H 8K7
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Astrolabe Financial Group

Astrolabe Financial Group

(9)
  • Information
  • Retirement
  • Risk
“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
1775 Courtwood Crescent, Ottawa, ON K2C 3J2
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Canada Retirement Information Centre

Canada Retirement Information Centre

(2)
“Fast friendly professional.”
In Business Since 2019
1827 Woodward Dr #212, Ottawa, ON K2C 0P9
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Retirement Planning and Investment Management Services Near You Cost Estimates

Minimum cost
$903
Maximum cost
$7673
National Average
$2709
Avg Per Hour Rates
$272
$1806
$4965
Average price range is based on 864 cost profiles
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National Average $2709
Minimum cost $903
Maximum cost $7673
Avg Per Hour Rates $272

Average price range $1806 to $4965 is based on 864 cost profiles.

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