MDL Financial Group
“Gabriel put some great work in for my families investments, he met with my wife and I and put together some great investment strategies that most importantly made us feel comfortable.”
Best Financial Advisors in Ottawa, ON
24 firms listed · all 24 in Ottawa · 2 open weekends · 22 rated 4.5+
Data verified October 19, 2026
Forest Financial Planning
“I had worked with my bank to look at my financial situation and they indicated there was enough savings but felt it was not unbiased and did not provide me with all the required information such as option analysis, cash flow projections and efficient...”
Retirement in View
“My wife Nancy and I felt we were 3-4 years away from retirement and had received some advice from our stock broker firm but also followed the guidance to seek independent advice from someone who is not motivated by keeping your portfolio business.”
Financial Health Partners
“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.”
Adam Schacter CFP
“Over the last two years we were able to accomplish significant personal goals, ones we never knew we could achieve in such a short space of time, all thanks to Adam and his team for showing us the way forward.”
Armand Bussiere
“In this order, I greatly appreciated the rigor with which the owner of Lendbrix Mortgage Capital worked to advise me on what constitutes sound financial management of real estate assets in 2022.”
The 24 firms listed for Ottawa, 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: Ottawa, ON
All 24 firms we list here are in Ottawa itself. We have 63 firms in Ottawa on file; this page shows the highest-rated 24. 23 of the firms on this page have a rating, from 4.4 to 5.0 across 311 reviews; 1 has 50 or more reviews and 22 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (98%), responsiveness (78%) and quality (70%). 2 are open on Saturdays and 1 on Sundays. 11 have ten or more years of experience, the longest 30 years. 1 offers payment plans; 4 offer 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; 21 publish a contact page; 20 list a public email and 3 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 Ottawa offer a free first meeting?
4 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.
Henley Solutions
“For years, I have been trying to find a financial advisor who would be reliable and was actually able to give me advice on investments as opposed to just getting in touch with me once a year when it came time for RRSPs.”
Pierre Jeaurond &/ET Assoc.
Ottawa's Award Winning Financial Planner
“My partner and I were about to have our first child, so we thought it was a good time to get some advice regarding our finances.”
Exponent Investment Management
“The estate needs to pay funds to the recipients on an on-going basis and this requires attention to details to ensure this occurs.”
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 pl...”
Rankin Rice Wealth Management
“She is well prepared for our regular reviews and her advice is much appreciated.”
Bowie Financial
“This our first time using Bowie Financial for our taxes what great professional service and Guaranteed it will not be the last I think I will be looking to see what else they can do for us.”
IPC Investment Corporation - Roy Anderson
“I have worked with this firm, specifically Michael Connelly, for the past decade (at least) and both my investments and my locked-in pension funds have weathered the financial storms very well and shown impressive growth.”
PWL Capital
“The measured, thoughtful, research based approach to managing our portfolio has instilled a great deal of confidence in how our ongoing and long term financial health is being managed.”
Ryan Lamontagne
Capcorp Financial Corporation
“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.”
Astrolabe Financial Group
“Ryan advised us on the feasability and formulated a very in-depth study, in writing, that detailed not only our current situation, but provided a precise plan for the next couple of years.”
Canada Retirement Information Centre
“So helpful in our quest to organize ourselves and understand how to best position our finances for the years ahead.”
Duane Francis
“Do yourself a favor and have Duane help you reach our goals.”
Cameron Leadership Development
“Tested and Trusted!”
Pulse Wealth Management - Melany Goodhue
“I was especially impressed with the time she took to examine our risk tolerance as investors and then provide us with recommendations that would make our money grow the most and help us reach our goals whilst keeping us within that level.”
Valcore Planning Solutions
Foundation Private Wealth Management
Why these companies made our list
What clients say about firms in Ottawa
- “Alex took the time to create a financial plan for us that we feel confident that we can implement, and we now have a better idea of what our financial future looks like.” — client of Forest Financial Planning
- “With Adam's expertise, we pay less in taxes, have an understanding of our financial plan, and we're on track to meet our financial goals.” — client of Adam Schacter CFP
- “Gabriel goes the extra mile to understand our goals and provide investment advice and options that are in our best interest.” — client of MDL Financial Group
- “Thanks to Ayana, I have a realistic retirement plan that has made me feel confident about my future.” — client of Retirement in View
- “As beginners in the self directed investment realm, Alex also provided us with easy to understand, sound, financial investment advice.” — client of Forest Financial Planning
Excerpts from public reviews of the firms listed on this page.
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