Best Financial Consultants In Ottawa

Forest Financial Planning offers fee-only financial advising focused on clear, evidence-based guidance without commission conflicts. The team helps clients develop and adjust personalized plans covering investments, retirement, and overall financial goals. Customers appreciate the thoughtful, responsive approach and straightforward communication throughout the process.

Specializing in independent, fee-only retirement planning, Retirement in View offers clear, actionable strategies to help clients confidently prepare for their future. The team provides thorough financial assessments and personalized guidance in a relaxed setting, with many clients appreciating the patient explanations and practical advice tailored to individual situations.

With credentials as a Certified Financial Planner® and Chartered Investor Manager®, this advisor focuses on long-term financial planning and tax-efficient portfolio design. The team works closely with families and business owners, often taking extra time to explain complex financial concepts clearly. Clients appreciate the honest, patient approach and ongoing support throughout their financial… more...

With credentials as a Certified Financial Planner® and Chartered Investor Manager®, this advisor focuses on long-term financial planning and tax-efficient portfolio design. The team works closely with families and business owners, often taking extra time to explain complex financial concepts clearly. Clients appreciate the honest, patient approach and ongoing support throughout their financial journey.

MD Financial Management Head Office specializes in financial services exclusively for Canadian physicians and their families, supporting clients from medical school through retirement. The team offers advice on investments, insurance, and tax-efficient planning, though some clients note variability in advisor quality and responsiveness. The office features modern technology and convenient… more...

MD Financial Management Head Office specializes in financial services exclusively for Canadian physicians and their families, supporting clients from medical school through retirement. The team offers advice on investments, insurance, and tax-efficient planning, though some clients note variability in advisor quality and responsiveness. The office features modern technology and convenient amenities.

Astrolabe Financial Group focuses on educating clients to take an active role in their finances rather than selling products. Their advisors offer services from financial planning to retirement strategies, with clear, upfront fees. Clients appreciate the thorough, personalized guidance that builds confidence and understanding over time.

Zoho Financial specializes in offering unbiased financial advice and access to a wide range of life, health, and travel insurance products, as well as investment fund guidance. The team works closely with families, high-net-worth individuals, and business owners to create clear, personalized plans. Clients appreciate their transparency, professionalism, and attentive service, though some note the… more...

Zoho Financial specializes in offering unbiased financial advice and access to a wide range of life, health, and travel insurance products, as well as investment fund guidance. The team works closely with families, high-net-worth individuals, and business owners to create clear, personalized plans. Clients appreciate their transparency, professionalism, and attentive service, though some note the process can require patience.

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… 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 charge an asset… 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.