The highest-rated Financial Planning & Wealth Management companies out of 60 vetted & reviewed in the Stittsville area.
Learn how we score.
Prominent finalists A-Z in Stittsville
Adam Schacter Cfp, Financial and Investment Advisor
Armand Bussiere
Aspire Wealth Group
Bruno Meliambro – Raymond James
Concierge Wealth Management
Exponent Investment Management
Financial Health Partners
Forest Financial Planning
Hendry Warren
Henley Solutions
Hometown Accounting and Tax
Joanne Jehu, CFP CKA
Ken Jacob CPA
Life Insurance Ottawa
MDL Financial Group
McAuley Financial Services
Multi-Prêts Hypothèques Gatineau – Équipe Expert
Ottawa Investment Advisor John Bruce
Ottawa’s Award Winning Financial Planner
PWL Capital
Patrick Dumond – Courtier Hypothécaire
Pierre Jeaurond &/ET Assoc.
Pk Accounting Professional Corporation
Retirement in View
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Joanne Jehu, CFP CKA
(11)
Insurance
“Every encounter we've had with Joanne has been straightforward and easy to navigate.”
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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
(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.”
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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.”
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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.”
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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).”
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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.”
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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.”
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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.”
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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.”
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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.”
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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.”
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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.”
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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.”
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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”
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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.”
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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.”
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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.”
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Multi-Prêts Hypothèques Gatineau - Équipe Expert
(11)
Service
“Very professional, always available to answer our questions!”
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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.”
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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.”
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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.”
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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...”
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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.”
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Retirement Planning and Investment Management Services in Stittsville, ON Cost Estimates