Orleans, ON

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Orleans, ON
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Best Financial Advisors in Orleans, ON

The highest-rated Financial Planning & Wealth Management companies out of 64 vetted & reviewed in the Orleans area.

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Sapience Financial Management

Sapience Financial Management

(1)
Wealth Creation, Cashflow Management, Lifestyle Protection
“I appreciated the time they took to review my investments and provide guidance for my personal planning.”
Serving Orleans Area
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Financial Solutions

Financial Solutions

(2)
“I have been going here for a few years now and I've always received great service.”
In Business Since 2004
Serving Orleans Area
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Wealth Strategies

Wealth Strategies

“Rob took over my financial investment since 2005, at that time I lost $ with my previous financial planner, as being an MD you don't have the time and knowledge at managing your investments. Rob uses a conservative philosophy. I feel safe and my inve...”
In Business Since 2000
Serving Orleans Area
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Walker Financial Services

Walker Financial Services

(1)
“When we decided to buy a new boat, I spent hours on the phone with our banks and the rates and options we received were less than desired.”
Serving Orleans Area
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Holliswealth : Stephen Roos

Holliswealth : Stephen Roos

“Our team of dedicated professionals is here to assist you in achieving all your financial goals. With services including investment advice, financial planning, tax minimization, insurance, retirement planning, and estate counsel, our aim is to help y...”
In Business Since 2013
6384 Fortune Dr Unit 1, Orléans, ON K1C 1Y9
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Access Capital Solutions

Access Capital Solutions

Serving Orleans Area
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IPC Investment Corporation - Guy Seguin

IPC Investment Corporation - Guy Seguin

Charitable Giving, Estate Planning, Tax Planning
“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 2022
Serving Orleans Area
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EO Family Wealth - Raymond James

EO Family Wealth - Raymond James

Serving Orleans Area
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Retirement in View

Retirement in View

(37)
  • Tax
  • Decisions
  • Questions
“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.”
Transparent Fees & Pricing
240 Catherine St Suite 201, Ottawa, ON K2P 2G8
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Ken Jacob CPA

Ken Jacob CPA

(19)
“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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Mitch McLean Cfp, Financial and Investment Advisor

Mitch McLean Cfp, Financial and Investment Advisor

(11)
Private Alternative Investments, Estate Planning, Investment Management
“Not only has he helped me achieve many financial goals already, he is so knowledgeable, quick to respond to any concerns I have and overall great to work with.”
Remote Consultations Available
16+ Years Experience
CIM Certified
1565 Carling Ave Suite 610, Ottawa, ON K1Z 8R1
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Gamblingtaxes.ca

Gamblingtaxes.ca

(50)
  • Cost
  • Communication
  • Company
“Very satisfied with the work of the Taxedejeu team, the file was resolved in record time, thank you to Philippe for his excellent work and I recommend to all of you to do business with the team.”
Free Initial Consultation
160 Bd de l'Hôpital #202, Gatineau, QC J8T 8J1
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Jubilee Financials Limited

Jubilee Financials Limited

(50)
  • Industry
  • Term Life Insurance
  • Visa
“We really had a wonderful experience with Jubilee Financials for purchasing super visa insurance of my mother-in-law as we got the best price with quality customer service.”
Emergency Services
107 Angelonia Cres, Ottawa, ON K1T 0Y6
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Patrick Dumond - Courtier Hypothécaire

Patrick Dumond - Courtier Hypothécaire

(50)
  • Everything
  • Property
  • Questions
“My girlfriend and I are very satisfied with the handling of the file, the follow-ups carried out as well as the explanations provided throughout the process of purchasing my first house.”
In Business Since 1996
4 Rue de la Baie, Gatineau, QC J8T 3H3
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Pk Accounting Professional Corporation

Pk Accounting Professional Corporation

(48)
  • Knowledge
  • Questions
  • Tax Return
“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
Serving Orleans Area
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MDL Financial Group

MDL Financial Group

(36)
Investment Management, Financial Planning, Home & Auto
“They truly take the time to get to know their clients which gives us confidence that not only our financial goals are well understood but also our level of comfort.”
78 George St Suite 204M, Ottawa, ON K1N 5W1
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Financial Health Partners

Financial Health Partners

(29)
Tax and Estate Planning, Protection, Wealth Management
“What really impressed us was the way Nic took the time to get an understanding for where we are at, provided us with financial planning advice tailored to meet our needs and goals.”
Family Business
Serving Orleans Area
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Forest Financial Planning

Forest Financial Planning

(27)
  • Investment
  • Goals
  • Understand
“He was clear about what he would deliver, was very responsive to communication, explained everything I had questions about, and met with me multiple times during the process.”
Transparent Fees & Pricing
115 Bank St Suite 23B, Ottawa, ON K1P 5N5
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Tremblay Solutions Financières Inc

Tremblay Solutions Financières Inc

(30)
  • Service
  • Trust
“Professionalism and trust!!!”
492 Bd de l'Hôpital, Gatineau, QC J8V 2P4
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Adam Schacter Cfp, Financial and Investment Advisor

Adam Schacter Cfp, Financial and Investment Advisor

(30)
  • Wealth
  • Number
  • Goals
“Adam is an excellent financial planner, often taking extra time to explain the complexities of markets and finances in a way that even I can understand.”
In Business Since 2014
658 Pepperville Crescent, Ottawa, ON K2M
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Wadhen Mortgage & Financial Services

Wadhen Mortgage & Financial Services

(14)
Life Insurance, Travel Insurance, Critical Illness & Disability 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.”
LIC# 13443
Emergency Services
224 Fergus Cres, Ottawa, ON K2J 3L7
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Gestalt Groupe Financier

Gestalt Groupe Financier

(17)
Personnel, Corporatif
“I was referred to the Gestalt group through a friend who said she was very satisfied with the service, the advice and, above all, the profitability that her investments generated.”
In Business Since 2018
160 Bd de l'Hôpital suite 203, Gatineau, QC J8T 8J1
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Hometown Accounting and Tax

Hometown Accounting and Tax

(19)
Business Advisory, Tax Services, 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”
Family Business
Serving Orleans Area
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Armand Bussiere

Armand Bussiere

(16)
  • Financial
  • Needs
“Armand helped us understand the mortgage process and explain everything in easy-to-understand terms instead of the common jargon we heard from other lenders.”
In Business Since 2013
Offers Financing Options
1730 St. Laurent Blvd Suite # 800, Ottawa, ON K1G 5L1
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Retirement Planning and Investment Management Services in Orleans, ON Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on 550 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Typical range $2000 to $5500 is based on 550 cost profiles.

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