Best Financial Advisors in Stittsville, ON

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

Joanne Jehu, CFP CKA

Joanne Jehu, CFP CKA

(11)
  • Insurance
“Every encounter we've had with Joanne has been straightforward and easy to navigate.”
Coupons & Offers
4 Greenhaven Crescent, Stittsville, ON K2S 2A4
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Bruno Meliambro - Raymond James

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...”
In Business Since 2017
600 Terry Fox Dr #201, Stittsville, ON K2L 2B6
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Aspire Wealth Group

Aspire Wealth Group

(48)
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

(38)
  • 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.”
Transparent Fees & Pricing
240 Catherine St Suite 201, Ottawa, ON K2P 2G8
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Adam Schacter CFP

Adam Schacter CFP

(30)
  • Interests
  • Number
  • Financial Plan
“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.”
628 Windermere Ave, Ottawa, ON K2A 2W6
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Ken Jacob CPA

Ken Jacob CPA

(18)
  • Email
  • 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).”
Free Initial Consultation
In Business Since 2021
1505 Laperriere Ave Suite 340, Ottawa, ON K1Z 7T1
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Exponent Investment Management

Exponent Investment Management

(4)
Investment Management, Individual Pension Plan, EIM Partners Fund
“Mathew Hall has a wealth of investment knowledge and he combines that with a one of a kind client focused approach to advising.”
Transparent Fees & Pricing
In Business Since 2011
Serving Stittsville Area
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PWL Capital

PWL Capital

(6)
Popular Resources, Services, Download Now
“The measured, thoughtful, research based approach to managing our portfolio has instilled a great deal of confidence in how our ongoing and long term financial health is being managed.”
In Business Since 1997
Serving Stittsville Area
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Patrick Dumond - Courtier Hypothécaire

Patrick Dumond - Courtier Hypothécaire

(50)
  • 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.”
In Business Since 1996
4 Rue de la Baie, Gatineau, QC J8T 3H3
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McAuley Financial Services

McAuley Financial Services

(50)
  • 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.”
MFS, MFS, MFS Certified
In Business Since 2002
535 Legget Dr, Kanata, ON K2K 3B8
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MDL Financial Group

MDL Financial Group

(37)
Employee Benefits, Insurance, Home & Auto
“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.”
Free Initial Consultation
In Business Since 2014
Family Business
78 George St Suite 204M, Ottawa, ON K1N 5W1
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Forest Financial Planning

Forest Financial Planning

(33)
Virtual Consultation
“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.”
Remote Consultations Available
Transparent Fees & Pricing
115 Bank St Suite 23B, Ottawa, ON K1P 5N5
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Pk Accounting Professional Corporation

Pk Accounting Professional Corporation

(48)
  • 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.”
In Business Since 2018
Serving Stittsville Area
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Financial Health Partners

Financial Health Partners

(36)
Wealth Management, Saving and Lending, Protection
“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.”
Family Business
In Business Since 2011
Serving Stittsville Area
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Ottawa Investment Advisor John Bruce

Ottawa Investment Advisor John Bruce

(41)
  • 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”
Serving Stittsville Area
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Hometown Accounting and Tax

Hometown Accounting and Tax

(21)
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
In Business Since 2016
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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Life Insurance Ottawa

Life Insurance Ottawa

(29)
  • Insurance Policies
  • Quote
  • Email
“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
Offers Financing Options
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

(16)
  • 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.”
Serving Stittsville Area
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Concierge Wealth Management

Concierge Wealth Management

(1)
Wills & Estates, Portfolio Management, Living Benefits Insurance
“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.”
Free Initial Consultation
In Business Since 2015
120 Terence Matthews Crescent Suite G2, Kanata, ON K2M 0J1
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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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Ottawa's Award Winning Financial Planner

Ottawa's Award Winning Financial Planner

(3)
“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.”
Free Initial Consultation
In Business Since 2012
2100 Thurston Dr #13b, Ottawa, ON K1G 4K8
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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.

Why these companies made our list

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