Best Financial Advisors near Stittsville, ON
2 of these firms are based in Stittsville; the others serve Stittsville from towns including Ottawa, Kanata and Nepean.
2 open weekends · 22 rated 4.5+
Data verified October 16, 2026
Bruno Meliambro - Raymond James
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Forest Financial Planning
“Alex was really helpful in getting all of our ducks in a row and helping plan for our immediate and long term future.”
MDL Financial Group
“Thanks to their sound advice and investment strategies, we are now living our retirement dream.”
Aspire Wealth Group
“My wife and I are new to Aspire Wealth this year and are blown away with their expertise, professionalism, and performance.”
McAuley Financial Services
“I highly recommend McAuley Financial Services; especially for anyone trying to establish a more stable financial situation with people that you can trust”
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 4.2 to 5.0 across 598 reviews; 3 have 50 or more reviews and 22 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "expertise" and "knowledge". 2 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are financial planning (4), investment management (2), life insurance (2) and wealth management (2). 13 have ten or more years of experience, the longest 29 years. 1 offers payment plans; 4 offer a free initial consultation and 3 are family- or locally-owned. We have a website on file for all 24 of the firms on this page; 21 publish a contact page; 22 list a public email and 4 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?
4 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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Retirement in View
“She gave me the time needed to understand things for myself before proceeding and answered any questions I had along the way.”
Financial Health Partners
“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.”
Rankin Rice Wealth Management
“She is well prepared for our regular reviews and her advice is much appreciated.”
Adam Schacter CFP
“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.”
Ottawa Investment Advisor John Bruce
“Fantastic service, always available to help and discuss options and gives the feeling he's really working for my best interests.”
Armand Bussiere
“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”
PWL Capital
“My wife and I moved our investments over to PWL Captial and have been extremely pleased with everything they have done for us.”
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.”
Henley Solutions
“Gord answered my questions with lot of good information, and he is very supportive.”
Astrolabe Financial Group
“The latter allowed me to better understand the workings of the financial world and how to invest to maximize my returns according to my risk profile.”
Lester Financial Services
“Highly recommend Glenn's services he is very professional”
Pierre Jeaurond &/ET Assoc.
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.”
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.”
Bowie Financial
“Bowie Financial is extremely professional and knowledgeable.”
Trailway Wealth Advisors
Rose & Associates
Ayur Financial Strategies
“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.”
Why these companies made our list
What clients say about firms near Stittsville
- “John has managed my portfolio for 10 years and has proven himself to be an exceptional financial advisor.” — client of Ottawa Investment Advisor John Bruce
- “With Adam's expertise, we pay less in taxes, have an understanding of our financial plan, and we're on track to meet our financial goals.” — client of Adam Schacter CFP
- “As beginners in the self directed investment realm, Alex also provided us with easy to understand, sound, financial investment advice.” — client of Forest Financial Planning
- “Thanks to Ayana, I have a realistic retirement plan that has made me feel confident about my future.” — client of Retirement in View
Excerpts from public reviews of the firms listed on this page.
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