Ottawa, ON

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Ottawa, ON
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Best Financial Advisors in Ottawa, ON

Handpicked from 34 vetted & reviewed Financial Planning & Wealth Management firms in the Ottawa area, discover the top 5 elite providers among the selected group of 24 finalists.

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Adam Schacter CFP

Adam Schacter CFP

(30)
  • Understand
  • Family
  • Financial Plan
“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.”
628 Windermere Ave, Ottawa, ON K2A 2W6
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Exponent Investment Management

Exponent Investment Management

(4)
Financial Planning, EIM Partners Fund, 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.”
In Business Since 2011
Transparent Fees & Pricing
180 Elgin St Suite 1302, Ottawa, ON K2P 2K3
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Retirement in View

Retirement in View

(38)
  • Fee
  • Confidence
  • Questions
“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.”
Transparent Fees & Pricing
240 Catherine St Suite 201, Ottawa, ON K2P 2G8
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Ken Jacob CPA

Ken Jacob CPA

(18)
  • Fair
  • Email
  • Questions
“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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Jubilee Financials Limited

Jubilee Financials Limited

(50)
  • Travel Insurance
  • Advisor
  • Parents
“Sohil Rayani was able to quote and obtain travel health, trip interruption and cancellation insurance coverage with reputable insurers at favourable rates and short notice for an international, multi-destination trip.”
In Business Since 2021
Emergency Services
107 Angelonia Cres, Ottawa, ON K1T 0Y6
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
98 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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MDL Financial Group

MDL Financial Group

(37)
Financial Planning, Home & Auto, Employee Benefits
“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.”
In Business Since 2014
Free Initial Consultation
Family Business
78 George St Suite 204M, Ottawa, ON K1N 5W1
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Forest Financial Planning

Forest Financial Planning

(33)
Virtual Consultation
“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...”
Transparent Fees & Pricing
Remote Consultations Available
115 Bank St Suite 23B, Ottawa, ON K1P 5N5
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Financial Health Partners

Financial Health Partners

(36)
Protection, Wealth Management, Tax and Estate Planning
“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.”
In Business Since 2011
Family Business
2725 Queensview Dr #600, Ottawa, ON K2B 0A1
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Hometown Accounting and Tax

Hometown Accounting and Tax

(21)
Tax Services, Bookkeeping Services, Business Advisory
“! 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
1673 Carling Ave Suite 202, Ottawa, ON K2A 0Y2
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Armand Bussiere

Armand Bussiere

(16)
  • Financial
  • Needs
“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.”
In Business Since 2013
Offers Financing Options
1730 St. Laurent Blvd Suite # 800, Ottawa, ON K1G 5L1
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Life Insurance Ottawa

Life Insurance Ottawa

(29)
  • Price
  • Email
  • Insurance Policies
“I was looking for more information on a specialty product, and after unsuccessfully making inquiries with two other brokers who couldn't hang up fast enough when they realized they weren't going to make any money off of me, Life Insurance Ottawa took...”
29 James St, Ottawa, ON K2P 0T4
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Hendry Warren

Hendry Warren

(16)
  • Company
  • Proactive
  • Team
“We have utilized their guidance and advice in the areas of personal and corporate tax planning and reporting, estate planning and wealth management over these years and are very pleased with the services they offer.”
881 Lady Ellen Pl, Ottawa, ON K1Z 5L3
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Henley Solutions

Henley Solutions

(16)
  • Questions
  • Insurance
  • Broker
“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.”
In Business Since 2012
29 James St, Ottawa, ON K2P 0T4
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Pierre Jeaurond &/ET Assoc.

Pierre Jeaurond &/ET Assoc.

Starting Out, Single, Young Family
“Pierre came highly recommended by my life insurance company. He assessed my situation for life insurance and designed a solution that would eliminate the need to pay premiums once I was retired. He also opened my eyes to the impact of a Critical Illn...”
Free Initial Consultation
666 Kirkwood Ave #201, Ottawa, ON K1Z 5X9
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Ottawa's Award Winning Financial Planner

Ottawa's Award Winning Financial Planner

(3)
“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.”
In Business Since 2012
Free Initial Consultation
2100 Thurston Dr #13b, Ottawa, ON K1G 4K8
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Been There Financial Planning

Been There Financial Planning

(8)
  • Strategy
  • Wealth
  • Options
“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...”
In Business Since 2021
Transparent Fees & Pricing
Esprit Dr, Ottawa, ON K4A 4G3
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Bowie Financial

Bowie Financial

(5)
“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.”
In Business Since 2019
100 Schneider Rd Suite 3, Ottawa, ON K2K 1Y6
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Rankin Rice Wealth Management

Rankin Rice Wealth Management

(1)
“She is well prepared for our regular reviews and her advice is much appreciated.”
In Business Since 2004
Family Business
1600 Carling Ave, Ottawa, ON K1Z 1G3
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IPC Investment Corporation - Roy Anderson

IPC Investment Corporation - Roy Anderson

(1)
Investments Management (Acpi), Financial Planning
“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.”
1545 Carling Ave #302, Ottawa, ON K1Z 8P9
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Ryan Lamontagne

Ryan Lamontagne

“Ryan Lamontagne Inc. is Ottawa's largest fee-based financial planning firm. We specialize in comprehensive financial planning and wealth management. We provide a broad range of services including financial planning, investment advisory services, tax ...”
In Business Since 1999
Transparent Fees & Pricing
1565 Carling Ave Suite 602, Ottawa, ON K1Z 8R1
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PWL Capital

PWL Capital

(6)
Services, Popular Resources, Download Now
“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.”
In Business Since 1997
265 Carling Ave Suite 800, Ottawa, ON K1S 2E1
Featured

This year’s theme is Inspire Inclusion which emphasizes the importance of diversity and empowerment. At PWL, we are proud to cultivate a culture of development for anyone from all walks of life. We celebrate the various perspectives and talents that the women of PWL bring to the table, strengthening our teams and driving our success. You embody strength, resilience, and determination every day. n-nLe thème de cette année est...

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Capcorp Financial Corporation

Capcorp Financial Corporation

(5)
  • 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.”
Free Initial Consultation
1050 Morrison Dr 3rd floor, Ottawa, ON K2H 8K7
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Astrolabe Financial Group

Astrolabe Financial Group

(9)
  • Investments
  • Questions
  • Retirement
“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.”
Transparent Fees & Pricing
1775 Courtwood Crescent, Ottawa, ON K2C 3J2
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Canada Retirement Information Centre

Canada Retirement Information Centre

(2)
“So helpful in our quest to organize ourselves and understand how to best position our finances for the years ahead.”
In Business Since 2019
1827 Woodward Dr #212, Ottawa, ON K2C 0P9
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Retirement Planning and Investment Management Services in Ottawa, ON Cost Estimates

Minimum cost
$1249
Maximum cost
$10615
National Average
$3747
Avg Per Hour Rates
$375
$2498
$6869
Fair price range is based on 272 cost profiles
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Average Cost $3747
Minimum cost $1249
Maximum cost $10615
Avg Per Hour Rates $375

Fair range $2498 to $6869 is based on 272 cost profiles.

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