Stittsville, ON

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Stittsville, ON
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Best Financial Advisors in Stittsville, ON

The highest-rated Financial Planning & Wealth Management companies out of 60 vetted & reviewed in the Stittsville area.

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Joseph Meliambro - Raymond James

Joseph Meliambro - Raymond James

(1)
“Joe is very knowledgeable when it comes to finances, allowing me to work towards being able to retire comfortably and enjoy life, while still being able to raise and support a family.”
In Business Since 2017
600 Terry Fox Dr #201, Stittsville, ON K2L 4B6
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Jory Financial

Jory Financial

Build a Plan, 7 Key Risks, Services
“We work together to establish your goals, create the best plan to realize those goals, and then implement that plan.”
In Business Since 2003
7 Basford Crescent, Stittsville, ON K2S 1G7
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Aspire Wealth Group

Aspire Wealth Group

(45)
Legacy Life Insurance, Planning For Real Estate Professionals, Compensation Structure
“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.”
130 Terence Matthews Crescent Unit A-2, Kanata, ON K2M 0J1
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Retirement in View

Retirement in View

(37)
  • Report
  • Decisions
  • Advice
“Costs are clearly laid out on her website, there were no hidden surprises and absolutely *no* attempt to sell us financial instruments from which she would receive a commission.”
Transparent Fees & Pricing
240 Catherine St Suite 201, Ottawa, ON K2P 2G8
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Ecivda Financial Planning Boutique

Ecivda Financial Planning Boutique

(40)
  • Risk
  • Insurance
  • Investment
“Shawn and his team have been looking after my financial needs for 7+ years and I have consistently received solid financial advice in line with my risk profile.”
In Business Since 2006
Serving Stittsville Area
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Ken Jacob CPA

Ken Jacob CPA

(19)
“Love working with Ken, he's very informative, keeps me updated on what's happening, and does his due diligence when it comes to the work (+ very fair pricing).”
Free Initial Consultation
In Business Since 2021
1505 Laperriere Ave Suite 340, Ottawa, ON K1Z 7T1
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Mitch McLean Cfp, Financial and Investment Advisor

Mitch McLean Cfp, Financial and Investment Advisor

(11)
Insurance Planning, Estate Planning, TAX Planning
“Mitch cares deeply for his clients, has a strong moral compass, and is committed to providing the highest value in expertise, service and communication”
CIM Certified
16+ Years Experience
Remote Consultations Available
1565 Carling Ave Suite 610, Ottawa, ON K1Z 8R1
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McAuley Financial Services

McAuley Financial Services

(50)
  • Expertise
  • Information
  • Retirement
“Jack McAuley has been watching over the well-being of my portfolio for 20 years now, with unfailing vigilance and regular contact, even though I have been living in British Columbia for almost 4 years.”
MFS, MFS, MFS Certified
In Business Since 2002
535 Legget Dr, Kanata, ON K2K 3B8
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Patrick Dumond - Courtier Hypothécaire

Patrick Dumond - Courtier Hypothécaire

(50)
  • Present Tense
  • Property
  • Team
“They will be able to support you, answer your questions and reassure you in a process as important as the purchase of a first property or other services linked to the complex area of ​​mortgage service.”
In Business Since 1996
4 Rue de la Baie, Gatineau, QC J8T 3H3
Featured

À la recherche d'un courtier hypothécaire fiable à Gatineau-Ottawa pour concrétiser votre projet immobilier? Ne cherchez pas plus loin! Patrick Dumond s'engage à vous offrir un service de qualité, en trouvant les meilleures conditions de financement adaptées à vos besoins spécifiques. Avec notre vaste réseau de partenariats comprenant 35 prêteurs de confiance, nous sommes en mesure de vous proposer des solutions optimales pour diverses situations, que ce soit pour l'achat de votre première maison, le renouvellement de votre prêt hypothécaire, la consolidation de vos dettes, ou encore d'autres besoins financiers liés à l'immobilier. Chez Patrick Dumond, nous comprenons que chaque client est unique. C'est pourquoi nous vous offrons un service personnalisé, en prenant le temps d'analyser votre situation financière et de vous conseiller sur les meilleures options disponibles. De plus, nous vous proposons des options d'amortissement flexibles allant jusqu'à 30 ans, ainsi que des stratégies de redressement de crédit pour vous aider à améliorer votre dossier financier. Faites confiance à Patrick Dumond pour vous accompagner tout au long de votre parcours immobilier. Contactez-nous dès aujourd'hui pour bénéficier de conseils d'expert et obtenir le financement dont vous avez besoin pour réaliser vos projets!

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Pk Accounting Professional Corporation

Pk Accounting Professional Corporation

(48)
  • Tax Return
  • Responsive
  • Questions
“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.”
In Business Since 2018
Serving Stittsville Area
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MDL Financial Group

MDL Financial Group

(36)
Employee Benefits, Insurance, Home & Auto
“I have worked for public and private organizations my entire career and to some extent this (insurance, benefits, retirement plan) has always been taken care of for me...”
78 George St Suite 204M, Ottawa, ON K1N 5W1
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Ottawa Investment Advisor John Bruce

Ottawa Investment Advisor John Bruce

(41)
  • Average
  • Trading
  • Market
“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”
Serving Stittsville Area
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Forest Financial Planning

Forest Financial Planning

(27)
  • Questions
  • Knowledge
  • Retirement
“Alex answered my questions about the FHSA account and guided me in the right direction to reach my goal while considering my timing and risk tolerance.”
Transparent Fees & Pricing
115 Bank St Suite 23B, Ottawa, ON K1P 5N5
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Financial Health Partners

Financial Health Partners

(29)
Wealth Management, Saving and Lending, Protection
“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
Serving Stittsville Area
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Adam Schacter Cfp, Financial and Investment Advisor

Adam Schacter Cfp, Financial and Investment Advisor

(30)
  • Interests
  • Number
  • Financial Plan
“Adam puts every effort into ensuring clients pay less in taxes, have an understanding of their financial plan, and are on track to meet their financial goals.”
In Business Since 2014
658 Pepperville Crescent, Ottawa, ON K2M
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Wadhen Mortgage & Financial Services

Wadhen Mortgage & Financial Services

(14)
Parents / Grandparents Super Visa Insurance, Health and Medical Insurance, Critical Illness & Disability 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.”
Emergency Services
LIC# 13443
224 Fergus Cres, Ottawa, ON K2J 3L7
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Hometown Accounting and Tax

Hometown Accounting and Tax

(19)
Bookkeeping Services, Tax Services, Business Advisory
“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.”
Family Business
Serving Stittsville Area
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Armand Bussiere

Armand Bussiere

(16)
  • Needs
  • Financial
“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.”
Offers Financing Options
In Business Since 2013
1730 St. Laurent Blvd Suite # 800, Ottawa, ON K1G 5L1
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Pulse Wealth Management - Melany Goodhue

Pulse Wealth Management - Melany Goodhue

(19)
  • Investment
  • Goals
  • Future
“She reviewed our situation and built a do-able budget which allowed us to reduce our debt and to start saving for our golden years and for more immediate goals.”
1701 Woodward Dr Suite LL24, Ottawa, ON K2C 0R4
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Life Insurance Ottawa

Life Insurance Ottawa

(28)
  • Professional
  • Questions
  • Price
“I hate all forms of insurance and the people who sell them generally but I've grown to appreciate Gord's help and ability to simplify things down to regular person's level of understanding.”
29 James St, Ottawa, ON K2P 0T4
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Multi-Prêts Hypothèques Gatineau - Équipe Expert

Multi-Prêts Hypothèques Gatineau - Équipe Expert

(11)
  • Service
“Very professional, always available to answer our questions!”
Transparent Fees & Pricing
In Business Since 1996
4 Rue de la Baie, Gatineau, QC J8T 3H3
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Henley Solutions

Henley Solutions

(16)
  • Insurance
  • Questions
  • Broker
“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.”
In Business Since 2012
Serving Stittsville Area
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Hendry Warren

Hendry Warren

(15)
  • Company
“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.”
Serving Stittsville Area
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Pierre Jeaurond &/ET Assoc.

Pierre Jeaurond &/ET Assoc.

Young Family, Retiree, Single
“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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Retirement Planning and Investment Management Services in Stittsville, ON Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Average price range is based on 537 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Average range $2000 to $5500 is based on 537 cost profiles.

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