Ottawa, ON

Popular Cities

Ottawa, ON
Join as a Pro

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.

View Profile
Been There Financial Planning

Been There Financial Planning

(6)
  • Savings
“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
i
View Profile
Financial Health Partners

Financial Health Partners

(29)
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.”
Family Business
2725 Queensview Dr #600, Ottawa, ON K2B 0A1
i
View Profile
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
i
View Profile
Retirement in View

Retirement in View

(37)
  • Fee
  • Goals
  • Advice
“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
i
View Profile
Hometown Accounting and Tax

Hometown Accounting and Tax

(19)
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”
Family Business
1673 Carling Ave Suite 202, Ottawa, ON K2A 0Y2
i
Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
96 (100)
Minimum Reputation Rank
98.9 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
View Profile
Jubilee Financials Limited

Jubilee Financials Limited

(50)
  • Travel Insurance
  • Plan
  • Parents
“We recently had the pleasure of working with Sohil Rayani from Jubilee Financials to secure various insurance policies, including Super Visa Insurance, Disability Insurance, and Term Life Insurance”
Emergency Services
107 Angelonia Cres, Ottawa, ON K1T 0Y6
i
View Profile
MDL Financial Group

MDL Financial Group

(36)
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.”
78 George St Suite 204M, Ottawa, ON K1N 5W1
i
View Profile
Ecivda Financial Planning Boutique

Ecivda Financial Planning Boutique

(40)
  • Team
  • Retirement
  • Investment
“I felt it was important to tell her how wonderful her work ethic was and unfortunately peeps that I have dealt with have changed to not dealing with you as promptly as they should so it was very rewarding to deal with someone that had my work ethic t...”
In Business Since 2006
68 Chamberlain Ave. #200, Ottawa, ON K1S 1V9
i
View Profile
Forest Financial Planning

Forest Financial Planning

(27)
  • Goals
  • Retirement
  • Questions
“When I started looking for an alternative to the traditional broker-client relationship and needed unbiased, sound advice, and services, I spent many hours researching firms and financial planners/specialists across Canada.”
Transparent Fees & Pricing
115 Bank St Suite 23B, Ottawa, ON K1P 5N5
i
View Profile
Adam Schacter Cfp, Financial and Investment Advisor

Adam Schacter Cfp, Financial and Investment Advisor

(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.”
In Business Since 2014
658 Pepperville Crescent, Ottawa, ON K2M
i
View Profile
Wadhen Mortgage & Financial Services

Wadhen Mortgage & Financial Services

(14)
Travel Insurance, Critical Illness & Disability Insurance, Parents / Grandparents Super Visa 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
i
View Profile
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
Featured

Another fantastic way to start our Friday, positive feedback about one of our awesome agents🙌#feedbackfridaynn#local #ottawa #entrepreneurlife #startup #shopsmall #smallbusinesslove #business #smallbusinesstips #smallbusinesssupport #buylocal #entrepreneur #shoplocal #supportlocal #businessowner #smallbusiness #supportlocalbusiness #community #firsttimehomebuyer #homeloans #homebuyers #finance #homesearch #creditscore #mortgage #homebuying #homebuyer #firsthome #mortgagebrokers...

i
View Profile
Pulse Wealth Management - Melany Goodhue

Pulse Wealth Management - Melany Goodhue

(19)
  • Plan
  • Insurance
  • Goals
“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.”
1701 Woodward Dr Suite LL24, Ottawa, ON K2C 0R4
i
View Profile
Life Insurance Ottawa

Life Insurance Ottawa

(28)
  • Price
  • Professional
  • 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
i
View Profile
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
i
View Profile
Mitch McLean Cfp, Financial and Investment Advisor

Mitch McLean Cfp, Financial and Investment Advisor

(11)
Wealth Creation, Pension Plans, TAX Planning
“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.”
16+ Years Experience
CIM Certified
Remote Consultations Available
1565 Carling Ave Suite 610, Ottawa, ON K1Z 8R1
i
View Profile
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
i
View Profile
Hendry Warren

Hendry Warren

(15)
  • Company
“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
i
View Profile
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
i
View Profile
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.”
Free Initial Consultation
2100 Thurston Dr #13b, Ottawa, ON K1G 4K8
i
View Profile
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
i
View Profile
Wealth Harvest Group

Wealth Harvest Group

(1)
Business Owners, Group Benefits, Corporate Executives
“I would certainly recommend the Wealth Harvest Group to others looking for an innovative approach to financial and tax planning.”
In Business Since 2019
880 Lady Ellen Pl Suite 200, Ottawa, ON K1Z 5L9
i
View Profile
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
i
View Profile
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
i

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
Embed on your site

Your Embed Code

Click to copy
Successfully copied!
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.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?

Wealth Management Advisors near Ottawa

Popular in Ottawa

, ON
Back To Top