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.

Capcorp Financial Corporation

Capcorp Financial Corporation

(4)
  • 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.”
In Business Since 2000
Free Initial Consultation
1050 Morrison Dr 3rd floor, Ottawa, ON K2H 8K7
i
Retirement in View

Retirement in View

(30)
  • Fee
  • Goals
  • Financial Planner
“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.”
In Business Since 2016
Transparent Fees & Pricing
240 Catherine St Suite 201, Ottawa, ON K2P 2G8
i
MDL Financial Group

MDL Financial Group

(26)
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
78 George St Suite 204M, Ottawa, ON K1N 5W1
i
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.”
In Business Since 2019
LIC# 10530
Emergency Services
224 Fergus Cres, Ottawa, ON K2J 3L7
i
Adam Schacter Cfp, Financial and Investment Advisor

Adam Schacter Cfp, Financial and Investment Advisor

(27)
  • Understand
  • Family
  • Honest
“I wouldn't hesitate for a moment to recommend Adam as a financial planner, especially to someone like myself who doesn't have a lot of experience or a background in financial matters.”
In Business Since 2014
658 Pepperville Crescent, Ottawa, ON K2M 0E4
i
Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
98 (100)
Minimum Reputation Rank
98.5 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
Forest Financial Planning

Forest Financial Planning

(22)
  • Goals
  • Commission
  • Investment
“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.”
In Business Since 2020
Transparent Fees & Pricing
115 Bank St Suite 23B, Ottawa, ON K1P 5N5
i
Ecivda Financial Planning Boutique

Ecivda Financial Planning Boutique

(30)
  • Team
  • Goals
  • Portfolio
“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
260 Hearst Way #102, Ottawa, ON K2L 3H1
i
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”
In Business Since 2016
Family Business
1673 Carling Ave Suite 202, Ottawa, ON K2A 0Y2
i
Life Insurance Ottawa

Life Insurance Ottawa

(29)
  • Price
  • Email
  • Professional
“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...”
In Business Since 2015
29 James St, Ottawa, ON K2P 0T4
i
Astrolabe Financial Group

Astrolabe Financial Group

(12)
  • Investments
  • Questions
  • Retirement
“I had been searching for about 5 years for a financial person to help me with reviewing my situation, take control of my finances, make a long-term plan, counsel me on investments and provide some education along the way about a field that is definit...”
In Business Since 2011
Transparent Fees & Pricing
1775 Courtwood Crescent, Ottawa, ON K2C 3J2
i
Exponent Investment Management

Exponent Investment Management

(5)
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.”
15+ Years Experience
Transparent Fees & Pricing
Free Initial Consultation
180 Elgin St Suite 1302, Ottawa, ON K2P 2K3
i
Henley Solutions

Henley Solutions

(15)
  • 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
Ottawa's Award Winning Financial Planner

Ottawa's Award Winning Financial Planner

(4)
“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
i
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...”
In Business Since 2013
Free Initial Consultation
666 Kirkwood Ave #201, Ottawa, ON K1Z 5X9
i
Been There Financial Planning

Been There Financial Planning

(5)
“William gave me advice that helped me save on taxes, and suggested an insurance strategy that helped me feel safer, as well as the maximum RRSP contributions that I should contribute to for my future.”
In Business Since 2021
Transparent Fees & Pricing
Coupons & Offers
Esprit Dr, Ottawa, ON K4A 4G3
i
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
Mitch McLean Wealth Creation

Mitch McLean Wealth Creation

(10)
Investing, Planning, News & Events
“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.”
In Business Since 2015
1565 Carling Ave Suite 610, Ottawa, ON K1Z 8R1
i
Financial Health Partners

Financial Health Partners

(2)
Protection, Wealth Management, Tax and Estate Planning
“It has been a pleasure working with Nic and Don at FHP, very knowledgeable and very quick to respond to any questions we had.”
In Business Since 2011
Family Business
2725 Queensview Dr Suite 600, Ottawa, ON K2B 0A1
i
Hendry Warren

Hendry Warren

(9)
“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.”
In Business Since 2002
881 Lady Ellen Pl, Ottawa, ON K1Z 5L3
i
IPC Investment Corporation - Roy Anderson

IPC Investment Corporation - Roy Anderson

(1)
“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.”
In Business Since 2013
1545 Carling Ave #302, Ottawa, ON K1Z 8P9
i
Canada Retirement Information Centre

Canada Retirement Information Centre

(1)
“So helpful in our quest to organize ourselves and understand how to best position our finances for the years ahead.”
In Business Since 2017
1827 Woodward Dr #212, Ottawa, ON K2C 0P9
i
Valcore Planning Solutions

Valcore Planning Solutions

“Valcore Financial Solutions is a Trade Name for dealer business only. Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated. Insurance products and services are offered through Manulife Securities Insurance Inc. Banking ...”
In Business Since 2008
1041 Gladstone Ave, Ottawa, ON K1Y 3G3
i
Wealth Street Financial Solutions

Wealth Street Financial Solutions

(5)
  • Insurance
“No one ever wants to think about death but especially during this uncertain time of COVID, having a plan and adequate funds to pay off debts would make sure that the surviving partner doesn't have to worry about that on top of grieving — this was sup...”
In Business Since 2021
2255 St. Laurent Blvd #204, Ottawa, ON K1G 4K3
i
McIntyre & Associates Chartered Accountants

McIntyre & Associates Chartered Accountants

(1)
Financial Reporting, Taxation, Accounting
“Most recently he help me form a corporate structure for my real estate business and collaborated with my Lawyer Gabriela Kratchanov to make it all happen.”
In Business Since 2002
900 Morrison Dr, Ottawa, ON K2H 8K7
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
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?
Back To Top