Best Financial Advisors in Nepean, ON

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

Pk Accounting Professional Corporation

Pk Accounting Professional Corporation

(30)
  • Questions
  • Knowledge
  • Responsive
“I used other accounting service many years ago, I could say Philip is the best one and this is the reason I only choose him to provide the service for these years.”
In Business Since 2018
29 Spring Cress Dr, Nepean, ON K2R 1B3
i
Simpson Morden Financial Solutions / IPC Investment Corporation

Simpson Morden Financial Solutions / IPC Investment Corporation

(1)
Tax Planning, Estate Planning, Charitable Giving
“Steve Morden is fantastic”
In Business Since 2000
35 Antares Dr, Nepean, ON K2E 8B1
i
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.”
In Business Since 2014
35 Antares Dr, Nepean, ON K2E 8B1
i
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.”
In Business Since 2014
35 Antares Dr, Nepean, ON K2E 8B1
i
Equitable Financial Group

Equitable Financial Group

“We are passionate about small business. Our full suite of business services is specifically tailored to your business's situation, size, and budget to ensure that your business has what it needs to keep growing. We'll journey with you on the path to ...”
In Business Since 2021
2233 Prince of Wales Dr, Nepean, ON K2E 6Z8
i
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 ...”
In Business Since 2014
35 Antares Dr, Nepean, ON K2E 8B1
i
Abrams & Co

Abrams & Co

Critical Dates, Downloads
In Business Since 2005
33 Roydon Pl, Nepean, ON K2E 1A3
i
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...”
In Business Since 2002
219 Colonnade Rd S, Nepean, ON K2E 7K3
i
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 ...”
In Business Since 2002
104 Centrepointe Dr, Nepean, ON K2G 6B1
i
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.”
In Business Since 2000
2039 Robertson Rd, Nepean, ON K2H 8R2
i
DNL Money Management

DNL Money Management

802-2210 Prince of Wales Dr, Nepean, ON K2E 6Z9
i
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.”
In Business Since 2019
190 Colonnade Rd S #11, Nepean, ON K2E 7J5
i
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
i
Trio Financial Planning

Trio Financial Planning

“Our services are driven and supported by a process. This is in stark contrast to many other financial advisors who simply sell products. We follow the personal wealth management strategy, a framework which allows our clients to understand where they'...”
In Business Since 2011
161 Greenbank Rd #200, Nepean, ON K2H 5V6
i
IP Private Wealth

IP Private Wealth

“You've got a half-dozen advisors and they're all focused on different priorities. Our job: to bring them together and coordinate a unified plan. It's time that your experts were gathered around a synchronized plan that considers all aspects of your w...”
In Business Since 2018
2 Gurdwara Rd #510, Nepean, ON K2E 1A2
i
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
i
Karyn Sheridan Professional Corporation

Karyn Sheridan Professional Corporation

“Karyn Sheridan CPA, CA is a finance, tax and business development professional with a passion for coaching and mentoring business owners and individuals into becoming more successful in their chosen pursuits. She is your profit and growth specialist.”
In Business Since 2017
Transparent Fees & Pricing
153 Fairlop Way, Nepean, ON K2J 5B8
i
Retirement in View

Retirement in View

(30)
  • Future
  • Report
  • Goals
“We now have a plan that we can execute on our own using self-managed discount brokerage accounts, but we'll likely check in with her annually to make sure we're on track.”
In Business Since 2016
Transparent Fees & Pricing
240 Catherine St Suite 201, Ottawa, ON K2P 2G8
i
Hometown Accounting and Tax

Hometown Accounting and Tax

(19)
Tax Services, Business Advisory, Bookkeeping Services
“! Sadiq and his team helped us clean up our books, identify and reconcile any inconsistencies with our HST filing and saved us thousands of dollars on our income tax return”
In Business Since 2016
Family Business
Serving Nepean Area
i
Financial Health Partners

Financial Health Partners

(2)
Protection, Tax and Estate Planning, Saving and Lending
“It has been a pleasure working with Nic and Don at FHP, very knowledgeable and very quick to respond to any questions we had.”
In Business Since 2011
Family Business
Serving Nepean Area
i
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.”
In Business Since 2000
Free Initial Consultation
Serving Nepean Area
i
MDL Financial Group

MDL Financial Group

(26)
Home & Auto, Financial Planning, 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 !!”
In Business Since 2014
Free Initial Consultation
78 George St Suite 204M, Ottawa, ON K1N 5W1
i
Aspire Wealth Group

Aspire Wealth Group

(26)
Compensation Structure, Planning Process, Wealth Management
“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
i
Wadhen Mortgage & Financial Services

Wadhen Mortgage & Financial Services

(14)
Critical Illness & Disability Insurance, Travel Insurance, Life 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.”
In Business Since 2019
Emergency Services
LIC# 10530
224 Fergus Cres, Ottawa, ON K2J 3L7
i

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
Click to copy
Successfully copied!
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.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top