Best Wealth Management Companies In Ottawa

McAuley Financial Services offers certified financial planners who provide one-on-one guidance to help clients create and maintain personalized financial plans. Their team assists with risk management, investment strategies, and long-term planning, often praised for clear communication and thoughtful support. Some clients note occasional delays in responses, but overall appreciate the attentive… more...

McAuley Financial Services offers certified financial planners who provide one-on-one guidance to help clients create and maintain personalized financial plans. Their team assists with risk management, investment strategies, and long-term planning, often praised for clear communication and thoughtful support. Some clients note occasional delays in responses, but overall appreciate the attentive service.

Specializing in retirement planning, Potvin Financial Services offers personalized advice on RRSPs, TFSAs, and investment funds to help families and individuals prepare for the future. Clients appreciate the team’s approachable guidance and responsiveness, though some note occasional delays in returning calls.

MDL Financial Group offers both fee-only and wealth management planning, allowing clients to tailor services to their retirement and insurance needs. The family-owned firm has been helping clients build financial security since 1990, with a team known for clear communication and responsiveness. Some clients appreciate the bilingual support and personalized approach.

Specializing in financial planning for medical and dental professionals, Mitch McLean Wealth Creation offers access to unique alternative and private investment products through Mandeville Private Client Inc. The team provides clear, patient guidance on investment, tax, and risk management strategies, with clients appreciating their responsiveness and transparent communication.

PWL Capital specializes in personalized wealth management for high-net-worth clients, combining financial planning with investment management to create tailored strategies. Their team is known for clear communication, transparency, and a client-focused approach that many find refreshingly straightforward. Scheduling follow-ups is easy, and the service emphasizes genuine care without pressure.

Specializing in wealth management and financial planning since 1990, Your Private CFO Family Wealth offers tailored strategies for entrepreneurs, professionals, and families managing assets. Their team works closely with outside experts to address family patrimony, business transfers, and investments. Clients appreciate clear communication and a thoughtful approach to growing and protecting… more...

Specializing in wealth management and financial planning since 1990, Your Private CFO Family Wealth offers tailored strategies for entrepreneurs, professionals, and families managing assets. Their team works closely with outside experts to address family patrimony, business transfers, and investments. Clients appreciate clear communication and a thoughtful approach to growing and protecting wealth.

Wealth Street Financial Solutions was founded by Kyleigh because she believed everyone should be able to see a path to financial freedom, regardless of where they are at the moment. Kyleigh strongly believes that knowledge is power. This is why she developed the Financial Solutions Analysis. Clients can now take a different path to achieve their financial goals with the Financial Solutions… more...

Wealth Street Financial Solutions was founded by Kyleigh because she believed everyone should be able to see a path to financial freedom, regardless of where they are at the moment. Kyleigh strongly believes that knowledge is power. This is why she developed the Financial Solutions Analysis. Clients can now take a different path to achieve their financial goals with the Financial Solutions Analysis. It is a comprehensive and unique approach that guides them. Clients can use the Analysis to learn more about each financial option. Kyleigh spent many years as a communications advisor to senior managers in the Public Service. She was then introduced to the Financial Services Industry. While completing her licensure, she began work at an established Wealth Management company. She founded Wealth Street Financial Solutions a few years later to make a change in her clients' lives. My number one motivation is to see my clients succeed. It is my primary goal to help clients achieve their financial goals. My clients understand why I suggest financial solutions. Understanding the "Why" is key to financial freedom. Kyleigh is an independent advisor and has access to top investment options as well as insurance companies across the country. To ensure that her recommendations meet the client's goals, she uses Financial Solutions Analysis.

Scotia Wealth Management offers a collaborative, team-based approach that considers your family, business, and future together. Their experts help create comprehensive financial plans to manage changing circumstances and support your goals. Some clients note challenges with communication and branch service, though the wealth management team is generally viewed as knowledgeable and professional.

Your earnings potential at IG Wealth Management is based upon the effort and dedication that you place into providing comprehensive financial planning to Canadians. Your business's success can provide you with unlimited income potential. Are you not getting the financial guidance that you require? You definitely deserve s'more. IG Wealth Management offers more than just investments. IG Wealth… more...

Your earnings potential at IG Wealth Management is based upon the effort and dedication that you place into providing comprehensive financial planning to Canadians. Your business's success can provide you with unlimited income potential. Are you not getting the financial guidance that you require? You definitely deserve s'more. IG Wealth Management offers more than just investments. IG Wealth Management can help with taxes strategies, mortgages, and estate planning. You can grow your career while being in complete control. Entrepreneurs have access to expert support and your expertise is valued. You can also dedicate time to client work, which allows you to succeed. Our culture is built on the idea of helping each other grow their careers. We have the tools and people to assist you and your clients.

Rockcliffe Wealth Advisors is a boutique, financial planning firm located in Ottawa, Ontario. We have over 30 years of combined industry experience and truly value the long-term relationships we have established with our clients. Our Team of experienced financial professionals and specialists play to their respective strengths to meet and exceed our client’s expectations. We empower our clients… more...

Rockcliffe Wealth Advisors is a boutique, financial planning firm located in Ottawa, Ontario. We have over 30 years of combined industry experience and truly value the long-term relationships we have established with our clients. Our Team of experienced financial professionals and specialists play to their respective strengths to meet and exceed our client’s expectations. We empower our clients to implement time-tested financial plans that lead to enduring wealth. Let us help you establish your roadmap or program your financial GPS to reach your desired destination.