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Joanne Jehu, CFP CKA
- Insurance
“Every encounter we've had with Joanne has been straightforward and easy to navigate.”
Best Financial Advisors near Stittsville, ON
2 of these firms are based in Stittsville; the others serve Stittsville from towns including Ottawa, Kanata and Gatineau, QC.
4 open weekends · 23 rated 4.5+
Data verified October 16, 2026
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Bruno Meliambro - Raymond James
“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...”
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Aspire Wealth Group
- Expertise
- Savings
- Financial Advisor
“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.”
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Patrick Dumond - Courtier Hypothécaire
- Knowledge
- Purchase
- Team
“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.”
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McAuley Financial Services
- Confidence
- Number
- Questions
“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.”
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MDL Financial Group
- Expertise
- Meeting
- Options
“Gabriel and Ruth provide next level service, professional, listen to your needs, knowledgeable about investment plans, help you plan for your future, and are always available.”
The 24 firms listed for Stittsville, ON offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.
Area overview: Stittsville, ON
23 of the 24 firms on this page have a rating, from 4.8 to 5.0 across 784 reviews; 5 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (96%), responsiveness (80%) and quality (71%). The topics that come up most in reviews of the firms on this page are "knowledge", "expertise" and "trust". 4 are open on Saturdays and 3 on Sundays. The services the firms on this page list most often on their websites are financial planning (3), investment management (2), life insurance (2) and wealth management (2). 12 have ten or more years of experience, the longest 30 years. 2 offer payment plans; 5 offer a free initial consultation; 3 are family- or locally-owned and 1 lists coupons or special offers. We have a website on file for 23 of the firms on this page; 21 publish a contact page; 22 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Stittsville offer a free first meeting?
5 of the 24 firms listed here offer a free introductory meeting. Expect a conversation about your situation, the firm's approach and its compensation, rather than recommendations. Bring your statements anyway, since it makes the discussion concrete.
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Forest Financial Planning
- Commission
- Fees
- Questions
“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.”
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Retirement in View
- Report
- Decisions
- Questions
“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.”
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Pk Accounting Professional Corporation
- Best Interests
- Corporate Taxes
- Tax Return
“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.”
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Financial Health Partners
- Sound
- Insurance
- Questions
“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.”
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Ottawa Investment Advisor John Bruce
- Digit
- Tuition
- 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”
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Adam Schacter CFP
- 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.”
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Hometown Accounting and Tax
- Job
- Team
- Tax Return
“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.”
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Armand Bussiere
- 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.”
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Life Insurance Ottawa
- Insurance Policies
- Quote
“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.”
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Multi-Prêts Hypothèques Gatineau - Équipe Expert
- Service
“Very professional, always available to answer our questions!”
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Ken Jacob CPA
- Fair
- Questions
“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).”
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Hendry Warren
- Services
- Team
- Trust
“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.”
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Henley Solutions
- 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.”
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Concierge Wealth Management
“I was ok with my last advisor but when you sit down with this team and everything is written out, analyzed and a plan is put together for you and your family, there was no doubt that they must be included in everything financial that I do.”
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Pierre Jeaurond &/ET Assoc.
“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...”
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Ottawa's Award Winning Financial Planner
“It has been what I have needed and I am happy with all of the details and the personal care that was given to me from Andrew.”
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Exponent Investment Management
“Mathew Hall has a wealth of investment knowledge and he combines that with a one of a kind client focused approach to advising.”
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Trailway Wealth Advisors
“Steve Morden is fantastic”
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
Why these companies made our list
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