Nepean, ON

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Nepean, ON
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Best Financial Advisors in Nepean, ON

The highest-rated Financial Planning & Wealth Management companies out of 57 vetted & reviewed in the Nepean area.

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Pk Accounting Professional Corporation

Pk Accounting Professional Corporation

(48)
  • Responsive
  • Best Interests
  • Team
“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
29 Spring Cress Dr, Nepean, ON K2R 1B3
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Trailway Wealth Advisors

Trailway Wealth Advisors

(1)
Tax Planning, Estate Planning, Charitable Giving
“Steve Morden is fantastic”
In Business Since 2000
35 Antares Dr, Nepean, ON K2E 8B1
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IPC Investment Corporation - Gerry Myers

IPC Investment Corporation - Gerry Myers

Tax Planning, Estate Planning, Charitable Giving
“Choose to work with us, and you're choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.”
35 Antares Dr, Nepean, ON K2E 8B1
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IPC Investment Corporation - Ronald Mackillop

IPC Investment Corporation - Ronald Mackillop

Tax Planning, Estate Planning, Charitable Giving
“One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That's where independent advisors, like us, can help keep you on your financial course.”
35 Antares Dr, Nepean, ON K2E 8B1
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Three Degree Wealth Advisory

Three Degree Wealth Advisory

(3)
“After I messed up our time to meet, Matt graciously picked me up from my house (he's in Kanata, I'm near the Civic), drove me to a cafe, and spent two hours out of his busy workday patiently explaining what he does, even when he knew that I wouldn't ...”
35 Antares Dr, Nepean, ON K2E 8B1
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Rose & Associates

Rose & Associates

“Trusted Ottawa financial advisors, Rose & Associates Inc. provides investment management, retirement planning, tax planning and estate planning services in the Ottawa, Canada and surrounding area. Mutual Funds provided by Sterling Mutuals Inc.”
In Business Since 2002
Transparent Fees & Pricing
28 Concourse Gate Unit 101, Nepean, ON K2E 7T7
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Abrams & Co

Abrams & Co

Critical Dates, Downloads
33 Roydon Pl, Nepean, ON K2E 1A3
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Equitable Financial Group

Equitable Financial Group

Marketing & Design, Accounting & Tax, Taag Law
“TAAG began as a boutique accounting firm with a passion and understanding for small and medium-sized businesses and family legacy. As we grow, we continue to provide expertise and a personal”
2233 Prince of Wales Dr, Nepean, ON K2E 6Z8
Featured

We LOVED making these custom cookies for the 2024 Spark Soirée presented by TAAG! They were the perfect treat for a night of dancing and participating in a silent account to support the Ottawa Network for Education (ONFE)'s breakfast initiative. 🍪 nn#ottawa #ottawabusiness #ottawabakery #bakery #cookies #cookierecipes #brownies #cinnamonbuns #fromscratch #baking #homemade #ottawafood #ottawadesserts #ottawacommunity #cookierecipes #corporate #corporateevents...

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DNL Money Management

DNL Money Management

802-2210 Prince of Wales Dr, Nepean, ON K2E 6Z9
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Time & Money Planners - Peter Vogelsang

Time & Money Planners - Peter Vogelsang

“Time & Money Planners is a firm dedicated to providing tax-advantaged innovative solutions to help our clients attain their financial goals. Using a wide variety of products we help our clients to create, preserve and transfer their wealth in an effi...”
219 Colonnade Rd S, Nepean, ON K2E 7K3
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NL Financial

NL Financial

“By staying up to date on the ever-changing marketplace, our team can provide you with more than just a huge selection of products. We aim to deliver the detail-oriented service you need to maximize your investment. Our experienced and attentive team ...”
104 Centrepointe Dr, Nepean, ON K2G 6B1
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Tasman Financial Services

Tasman Financial Services

“Since 1995, our team at Tasman has served the financial well-being of our clients. We can guarantee that the advice provided is comprehensive, objective and unbiased.”
2039 Robertson Rd, Nepean, ON K2H 8R2
FAQs
Can I do that?
Absolutely. Our approach is to work with your existing team to take advantage of the contributions they can make toward achieving your financial objectives.
How frequently will we be in contact?
We encourage an open dialogue at all times and are only a phone call away whenever you have something to discuss. In addition, most clients need to see an update on their investments monthly, just to know everything is on track. A comprehensive review is provided every four to six months. This would involve a face-to-face meeting lasting anywhere from 45 minutes to several hours.
What if I need only one segment of your service, such as the financial plan?
Proper planning, operationalizing and monitoring represent an integrated process that cannot be effectively split up. As a result, we offer only a single comprehensive service that covers all three elements in order to maximize the benefits to our clients.
More info can be found on the FAQ page of our website.
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Key Wealth Partners

Key Wealth Partners

Tax Planning, Estate Planning, Charitable Giving
“Choose to work with us, and you're choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.”
190 Colonnade Rd S #11, Nepean, ON K2E 7J5
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Oliver Noe Evolution Financial Services

Oliver Noe Evolution Financial Services

(1)
“Responses almost immediately to my inquires, knowledgeable on tax subjects/Quickbooks & just overall friendly team.”
70 Bongard Ave, Nepean, ON K2E 7Z9
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IP Private Wealth

IP Private Wealth

“I love that we provide a one stop shop for our clients, where they can have everything managed holistically. If IPPW doesn't have the answers, we have the network that will.”
30+ Years Experience
2 Gurdwara Rd #510, Nepean, ON K2E 1A2
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Valid8id Solutions

Valid8id Solutions

“New financial sector regulations such as FINTRAC, KYC (Know Your Customer), and AML (Anti-Money Laundering) require more robust identity validation. Our ID validation solutions deliver a high level of assurance (LOA 3).”
In Business Since 2017
38 Auriga Dr Suite 200, Nepean, ON K2E 8A5
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Trio Financial Planning

Trio Financial Planning

In Business Since 2011
161 Greenbank Rd #200, Nepean, ON K2H 5V6
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Aspire Wealth Group

Aspire Wealth Group

(48)
Compensation Structure, Planning Process, Wealth Management
“Their personalized approach, attentiveness, and dedication have given us confidence in our financial future, and we are grateful for their invaluable guidance in achieving our goals.”
130 Terence Matthews Crescent Unit A-2, Kanata, ON K2M 0J1
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Retirement in View

Retirement in View

(38)
  • Understand
  • Report
  • Confidence
“It's a blessing to really know what we Can and Can't afford in life and to know that our future and our kids' future will be what we set out for it to be, with the help of Retirement in View.”
Transparent Fees & Pricing
240 Catherine St Suite 201, Ottawa, ON K2P 2G8
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Ken Jacob CPA

Ken Jacob CPA

(18)
  • Fair
  • Questions
  • Email
“Not only did Ken work diligently to make sure I had a complete, and maximized return, but helped me with a CRA review that turned out to have uncovered other deductions my last accountant missed.”
In Business Since 2021
Free Initial Consultation
1505 Laperriere Ave Suite 340, Ottawa, ON K1Z 7T1
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Exponent Investment Management

Exponent Investment Management

(4)
EIM Partners Fund, Financial Planning, Portfolio Review
“The estate needs to pay funds to the recipients on an on-going basis and this requires attention to details to ensure this occurs.”
In Business Since 2011
Transparent Fees & Pricing
Serving Nepean Area
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Gamblingtaxes.ca

Gamblingtaxes.ca

(50)
  • Questions
  • Tax Refund
  • Games
“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.”
In Business Since 2012
Free Initial Consultation
160 Bd de l'Hôpital #202, Gatineau, QC J8T 8J1
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Patrick Dumond - Courtier Hypothécaire

Patrick Dumond - Courtier Hypothécaire

(50)
  • Process
  • Knowledge
  • Trust
“Would HIGHLY recommend anyone looking to purchase a home, especially their first home, to use this group to help them with the biggest purchase of their lives.”
In Business Since 1996
4 Rue de la Baie, Gatineau, QC J8T 3H3
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McAuley Financial Services

McAuley Financial Services

(50)
  • Family
  • Confidence
  • Portfolio
“Always professional service, highly responsive (I give Kevin heck all the time for answering my emails so quickly when I've sent them at oddball hours), and the admin/support staff are simply incredible...”
In Business Since 2002
MFS, MFS, MFS Certified
535 Legget Dr, Kanata, ON K2K 3B8
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Retirement Planning and Investment Management Services in Nepean, ON Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on 477 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Fair range $2000 to $5500 is based on 477 cost profiles.

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