Best Financial Advisors in Stittsville, ON

“Securities-related products and services are offered through Raymond James Ltd. Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund. Raymond James' E...”

“Between all the documents we had to provide and all the hoops we had to jump through, the team of Aspire Wealth was there each step of the way, with smiles and encouraging words.”

“We had some questions about when my husband and I should start taking money from our RRSPs, accessing CPP/OAS taking into account our current financial situation and obligations.”

“Mathew Hall has a wealth of investment knowledge and he combines that with a one of a kind client focused approach to advising.”

“Him and his team are stellar, with Celine and Barb at the helm of all account details; all providing exceptional customer service, prompt and courteous responses, and a refreshing personalized approach.”

“I am very satisfied with the good service provided by Patrick Dumond's team, they gave us good advice and above all answered all my questions honestly.”

“He has all the qualifications and experience we were looking for, and most importantly for us, doesn't work for commission so we could trust his advice was unbiased.”

“After 3 years of frustrating/confusing tax filing by other companies Phil resubmitted the returns, addressed all 'audit' investigation questions effortlessly and in a timely manner.”

“FHP has helped me with our company since we started 9 years ago with our group benefits and life assurance and, more recently, with our employee pension plan.”

“John has been doing this a long time and has an interesting wide range of commercial experiences, which I think gives him depth and breadth, and very re-assuring in terms of hedging in turbulent times and an eye on excellent opportunities as well”

“I didn't know much about the stock markets or what to do with my money and he really helped break it down and explained it to me so I can understand better.”

“He completed them in a very timely manner, especially considering the complications of my partner's business papers as well as COVID-19 related issues.”

“I highly recommend Armand to whoever is looking to get a new mortgage or refinance or any other financial services as we also got very good financial advice from him.”

“Very professional, always available to answer our questions!”

“We never felt the need to move to a larger accounting firm, we enjoyed all the professionalism of a great accounting firm, with more personalized service and at a much lower cost that the big firms.”

“I had no previous experience dealing with insurance brokers and will admit that I was a bit skeptical and mistrustful at first, given previous experiences with past banks and accountants.”

“Steve Morden is fantastic”