Wealth Strategies
“He and his team offer a personalized service.”
Best Financial Advisors in Orléans, ON
24 firms listed · 7 in Orléans · 3 open weekends · 20 rated 4.5+
Data verified October 19, 2026
Book onlineBook
Sapience Financial Management
“I appreciated the time they took to review my investments and provide guidance for my personal planning.”
Financial Solutions
“I have been going here for a few years now and I've always received great service.”
Walker Financial Services
Access Capital Solutions
EO Family Wealth - Raymond James
The 24 firms listed for Orléans, 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: Orléans, ON
7 of the 24 firms we list are based in Orléans; the other 17 serve Orléans from Ottawa and Gatineau, QC. 21 of the firms on this page have a rating, from 4.2 to 5.0 across 572 reviews; 3 have 50 or more reviews and 20 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "expertise", "knowledge" and "trust". 3 are open on Saturdays and 2 on Sundays. 10 have ten or more years of experience, the longest 29 years. 1 offers remote or virtual consultations; 1 offers payment plans; 3 offer a free initial consultation and 3 are family- or locally-owned. We have a website on file for 23 of the firms on this page; 19 publish a contact page; 18 list a public email and 7 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 any financial advisers listed for Orléans offer a free first meeting?
3 of the 24 firms listed here offer a free introductory meeting. Expect a conversation about your situation, the firm's approach and its compensation, rather than recommendations. Bring your statements anyway, since it makes the discussion concrete.
IPC Investment Corporation - Guy Seguin
Book onlineBook
Forest Financial Planning
“He took his time to listen are learn about our situation and was able give us a good idea of what we can do with various options that covered several scenarios.”
MDL Financial Group
“We have also received great service from Ruth whenever we had questions we wanted to get answers for.”
Gestalt Groupe Financier
“A big thank you to Marc-Antoine Forget and the team for the informed answers and fast service.”
Book onlineBook
Retirement in View
“It sounds too good to be true but Ayana found an oversight in our taxes (RRSP-related) that gave us a return of over 10 times what her fee was!”
Financial Health Partners
“Friendly, knowledgeable, always professional and reliable when returning calls and being up to date , on diverse investment options….”
Rankin Rice Wealth Management
“She is well prepared for our regular reviews and her advice is much appreciated.”
Tremblay Solutions Financières Inc
“He was really able to answer our questions well and make complex information much simpler!”
Adam Schacter CFP
“With Adam, we have a better understanding of our wealth and tax situation and feel much more confident in reaching our financial goals.”
Armand Bussiere
“I highly recommend retaining the services of Armand Bussiere and plan to work with him for all of my financing requirements”
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.”
Fliesser Financial
“As new investors, we feel confident in the start of our journey and will 100% be in contact with Chris again in the future.”
Henley Solutions
“My wife and I are really happy with the quality of services with received from Henley Solutions Inc Home.”
Astrolabe Financial Group
“The latter allowed me to better understand the workings of the financial world and how to invest to maximize my returns according to my risk profile.”
Hudon & Gauthier, Planification Financière
“Nous travaillons depuis presque 2 ans avec ce cabinet, et ils offrent toujours un service courtois et professionnel.”
Been There Financial Planning
“Following a handful of incredibly organized meetings, William provided us with realistic projections for retirement, a variety of well-explored scenarios, and an in-depth financial plan (addressed investments, tax liability, end-of-life/disability planning, and business concerns)”
Pierre Jeaurond &/ET Assoc.
Ottawa's Award Winning Financial Planner
“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.”
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
