8 Best Financial Consultants in Ottawa

“Retirement in View” is considered one of the top ten retirement planning firms due to personalized guidance, clarity, and actionable financial strategies. Ayana’s impartial, fee-only model enhances her financial planning, as do her proactive ways. The reviews highlight her professionalism, depth of knowledge, and her ability to make complex financial decisions comprehensible. more...

“Retirement in View” is considered one of the top ten retirement planning firms due to personalized guidance, clarity, and actionable financial strategies. Ayana’s impartial, fee-only model enhances her financial planning, as do her proactive ways. The reviews highlight her professionalism, depth of knowledge, and her ability to make complex financial decisions comprehensible.

Adam Schacter, CFP, Financial and Investment Advisor, is among the top 10 because of his client-first mentality, tireless work ethic, and extensive industry experience. He has outstanding communication skills which make for easy explanations of complex financial terms. Schacter has also been rated for his integrity, professionalism, and history of fostering long-term financial l more...

Adam Schacter, CFP, Financial and Investment Advisor, is among the top 10 because of his client-first mentality, tireless work ethic, and extensive industry experience. He has outstanding communication skills which make for easy explanations of complex financial terms. Schacter has also been rated for his integrity, professionalism, and history of fostering long-term financial literacy and collaboration with clients.

Ranked as a top 10 workplace in Alberta, MD Financial Management Head Office showcased some of the best workplace offerings. Decent workplace facilities, including beautiful offices and an on-site cafeteria, as well as some positive client reviews about excellent service delivery and organizational success, set the rankings. more...

Ranked as a top 10 workplace in Alberta, MD Financial Management Head Office showcased some of the best workplace offerings. Decent workplace facilities, including beautiful offices and an on-site cafeteria, as well as some positive client reviews about excellent service delivery and organizational success, set the rankings.

Forested Financial Planning was rated in the top 10 list due to Alex's numerous years of experience, unbiased and individualized planning techniques, and a habit of responding promptly to clients' questions, as shown in assessments. With a Master's degree in Finance and the Chartered Financial Analyst (CFA) designation, the company comes across as not only a trusted advisor but more...

Forested Financial Planning was rated in the top 10 list due to Alex's numerous years of experience, unbiased and individualized planning techniques, and a habit of responding promptly to clients' questions, as shown in assessments. With a Master's degree in Finance and the Chartered Financial Analyst (CFA) designation, the company comes across as not only a trusted advisor but also a knowledgeable one.

Astrolabe Financial Group Inc. was chosen as one of the top ten companies on our list for its wholehearted commitment to financial education and its transparent fee-for-service approach to expert advice. Astrolabe is focused on helping clients achieve financial independence and confidently manage finances, as informed by numerous client testimonials. more...

Astrolabe Financial Group Inc. was chosen as one of the top ten companies on our list for its wholehearted commitment to financial education and its transparent fee-for-service approach to expert advice. Astrolabe is focused on helping clients achieve financial independence and confidently manage finances, as informed by numerous client testimonials.

Zoho Financial is a top 10 option due to its expert, tailored guidance. Reviewers praise Harpreet's fiduciary fidelity, exhaustive assistance, and transparent conversations. The firm excels due to its unbiased approach and unmatched market insight. Clients enjoy tailored plans, prompt assistance, and operation with a respectful and professional organization. more...

Zoho Financial is a top 10 option due to its expert, tailored guidance. Reviewers praise Harpreet's fiduciary fidelity, exhaustive assistance, and transparent conversations. The firm excels due to its unbiased approach and unmatched market insight. Clients enjoy tailored plans, prompt assistance, and operation with a respectful and professional organization.

Exponent Investment Management Inc., Ottawa's biggest fee-based financial advisory firm. The simple way our certified financial advisors approach financial planning is to design financial services that meet the needs of each client. Our certified financial advisors help professionals and business owners transition from working full-time to investing in retirement. We offer a more...

Exponent Investment Management Inc., Ottawa's biggest fee-based financial advisory firm. The simple way our certified financial advisors approach financial planning is to design financial services that meet the needs of each client. Our certified financial advisors help professionals and business owners transition from working full-time to investing in retirement. We offer a turnkey, personalized service that will help you plan, manage, and execute your financial future. Financial advisors in Ottawa can assist you with wealth management, financial planning, portfolio management, portfolio reviews, retirement planning/plans, and individual pension plans.

Impact Financial Planning Inc. provides clients across Canada with the opportunity to meet with a certified financial planner (CFP(r),) who has more than ten years of experience in this industry. We will work together to create a comprehensive, customized plan that helps you achieve your financial goals. We charge a flat fee for the advice and planning we offer. We don't cha more...

Impact Financial Planning Inc. provides clients across Canada with the opportunity to meet with a certified financial planner (CFP(r),) who has more than ten years of experience in this industry. We will work together to create a comprehensive, customized plan that helps you achieve your financial goals. We charge a flat fee for the advice and planning we offer. We don't charge an asset management percentage for your investments. Also, we do not recommend investments with high fees that will benefit our investment company more than the client.