Astrolabe Financial Group Inc.
54Developing1775 Courtwood Crescent #202, Ottawa, ON K2C 3J2, Canada
About
Astrolabe Financial Group Inc. is a fee-only financial planning firm based in Ottawa, Ontario, offering advice across Canada. They focus on financial education and retirement planning without product sales.
Senior Care Path Summary
Astrolabe Financial Group offers fee-only financial planning focused on education and sound advice without selling financial products. They help clients develop financial plans and map out retirement options, aiming to equip families with understanding of their financial decisions. Founded in November 2011, they serve clients across Canada from their Ottawa base, emphasizing accessibility to sound financial guidance.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Retirees mapping retirement income options
- Families seeking financial education
- Canadians wanting fee-only planning advice
Conditions & Needs Supported
Fees & Payment
Photo Gallery
Google Reviews
View all on Google4.8
15 Google reviews
Most recent reviews
C S
7 years ago · via Google
I worked with Alex to help me feel confident that my husband and I could retire now. Alex took great effort to be sure he understood our retirement goals. He analyzed my corporate investments as well as my husband’s company pension, our RRSPs and TFSAs. Alex provided a strategy that will save us thousands of dollars a year, as well as secure reliable growth. We now know when to draw our CPP, OAS and RRSP and how to balance them with our pension and corporate dividend income. The attention, knowledge and resulting documentation exceeded my expectations. I recommend Alex and Astrolabe. I will be working with them more in the future to make sure we stay to our financial plan.
C U
7 years ago · via Google
I am happy to recommend Alex and Astrolabe for their financial services. I had a segregated insurance fund which represented two thirds of my portfolio. I had an increasing number of questions about staying in the fund. I didn't have the financial skills to feel confident in my analysis and I wasn't comfortable with the degree of information I was getting from my fund-based advisor. In meetings with Alex I was very impressed with how he listened to what I was trying to understand with the particular fund and with my long-term goals. In his report and recommendations he had conducted a thorough analysis of the fund, provided clear models for all the scenarios we discussed and helpful guidance for future investing. I greatly appreciated the additional help he also gave me with follow-up questions. The process allowed me to make my decision with confidence and give me peace of mind for the future. When I have further questions, I will definitely be working with Alex again.
Brian K
8 years ago · via Google
I received exceptional results and an immediately executable financial action plan from Ryan Kerr at Astrolabe. My wife and I can now move into our pre-retirement phase with confidence and ease of mind. We will be able to optimize our financial situation while avoiding paying high management fees on the investments in them. I highly recommend Ryan and Astrolabe for anyone who wants to take control of their finances.
Summary of Google Reviews
Summarized by Senior Care Path from Astrolabe Financial Group Inc.'s Google rating and recent reviews. Confirm specifics with the provider.
Astrolabe Financial Group Inc. holds an excellent 4.8-star rating across 15 Google reviews. Recent reviewers most often highlight responsive, helpful communication and a safe, reassuring environment.
Most common praise
- Responsive, helpful communication
- A safe, reassuring environment
Most common concerns
- Some reviewers mention cost or added fees
Services
Licenses & Registrations
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
Languages Supported
Frequently Asked Questions
What services does Astrolabe Financial Group Inc. offer?
Astrolabe Financial Group Inc. is a financial planning provider in Ottawa, Ontario. Listed services include Financial Planning. Confirm the specific treatment or support you need directly with the clinic before booking.
How do I book an appointment with Astrolabe Financial Group Inc.?
You can call Astrolabe Financial Group Inc. directly at (613) 866-2144, or send a request through this page and a Senior Care Path advisor can help you connect and compare financial planners in Ottawa. It is free, with no pressure.
Is Astrolabe Financial Group Inc. verified by Senior Care Path?
This listing shows a Senior Care Path Confidence Score based on public trust signals like the Google rating, review volume, website, and phone. Clinics can claim their listing to verify credentials and add details. Always confirm current registration with the relevant regulatory college before booking.
Location
1775 Courtwood Crescent #202, Ottawa, ON K2C 3J2, Canada
Also serves
- Ottawa, Ontario
- Gatineau
- Across Canada