Best Financial Advisors in Nepean, ON
24 firms listed · 12 in Nepean · 17 rated 4.5+
Data verified October 19, 2026
Rose & Associates
IPC Investment Corporation - Gerry Myers
IPC Investment Corporation - Ronald Mackillop
Three Degree Wealth Advisory
“This is the fifth year I have worked with Matt and he has proven this to me year after year with every interaction.”
Time & Money Planners - Peter Vogelsang
The 24 firms listed for Nepean, 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: Nepean, ON
12 of the 24 firms we list are based in Nepean; the other 12 serve Nepean from towns including Ottawa, Gatineau, QC and Kanata. 17 of the firms on this page have a rating, from 4.8 to 5.0 across 689 reviews; 5 have 50 or more reviews. The topics that come up most in reviews of the firms on this page are "expertise", "knowledge" and "trust". The services the firms on this page list most often on their websites are cash & credit management (4), charitable giving (4), estate planning (4), retirement income (4) and tax planning (4). 9 have ten or more years of experience, the longest 30 years. 1 offers a free initial consultation and 3 are family- or locally-owned. We have a website on file for all 24 of the firms on this page; 18 publish a contact page; 18 list a public email and 4 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Nepean 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.
Tasman Financial Services
NL Financial
Key Wealth Partners
IP Private Wealth
Valid8id Solutions
Trio Financial Planning
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Forest Financial Planning
“Alex was very understanding of our various schedules and he was able to coordinate a better time for our meeting.”
Gestalt Groupe Financier
“An exceptional financial group with impeccable service and always available for my questions”
Aspire Wealth Group
“My financial advisor, JoAnn Martin is personable, customer service oriented, and timely in her responses to any inquiries I have.”
MDL Financial Group
“Found it straightforward working with Gabriel, who was very helpful when considering insurance options for our family.”
McAuley Financial Services
“I have the utmost confidence in their expert guidance and proven support in best navigating my financial investments and goals.”
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Retirement in View
“Ayana took all the time we needed to patiently explain the pros and cons of various approaches and allowed us to blue sky our future under a range of eventualities.”
Financial Health Partners
“Professionalism, generous with his time, excellent financial advice, competent, friendly and so much more!”
Rankin Rice Wealth Management
“She is well prepared for our regular reviews and her advice is much appreciated.”
Tremblay Solutions Financières Inc
“Wise and generous advice, which greatly enlightened me and helped me in my choices surrounding my financial situation.”
Adam Schacter CFP
“I highly recommend Adam if you are considering a financial and investment advisor that is upfront and honest, and offers realistic counsel on your finances.”
Ottawa Investment Advisor John Bruce
“He explains himself well and the reasons why he makes the suggestions he does.”
PWL Capital
“My wife and I moved our investments over to PWL Captial and have been extremely pleased with everything they have done for us.”
Why these companies made our list
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