Ottawa, ON
There are 10 financial planners serving Ottawa, ranked by our Confidence Score. Compare ratings, reviews, and details below, and confirm credentials and fit before you book. Typical cost: Fee-only planners charge for advice (commonly $150 to $300 per hour or a flat plan fee, illustrative); commission-based advisors may have no direct fee.
10 financial planners
515 Legget Dr Ste 930, Ottawa, ON K2K 3G4, Canada
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4Developing confidence
5.0(101 reviews)
“I have loved working with Kimberley Tran of McAuley Financial Services over the past year and a half. It took me a while to start working with a financial...”
Provides: Financial Planning
160 Terence Matthews Crescent Unit A, Kanata, ON K2M 1X4, Canada, Ottawa, Ontario
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4Developing confidence
5.0(64 reviews)
“My interactions with Aspire Wealth Group have spanned more than several years. The personalized service is always professional and timely. I confidently put my...”
Provides: Financial Planning
Unit #320, 117 Centrepointe Dr, Ottawa, ON K2G 4N6, Canada
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4Developing confidence
4.9(82 reviews)
“Kevin and his team of highly professional and knowledgeable associates are the only organization I and other family members would trust our financial planner...”
Provides: Financial Planning
Free, friendly help choosing the right provider for your needs, no obligation.
78 George St Ste 204M, Ottawa, ON K1N 5W1, Canada
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4Developing confidence
4.9(56 reviews)
“Professional, attentive, personable. Efficiently and effectively developed a Financial Plan, ensuring our goals were met and minimizing tax implications. A...”
Provides: Financial Planning
68 Chamberlain Ave. #200, Ottawa, ON K1S 1V9, Canada
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4Developing confidence
4.9(52 reviews)
“I had my first meeting with Paskal last week and I was really impressed with him. I had contacted him about an existing insurance policy, just a quick...”
Provides: Financial Planning
115 Bank St Ste 23B, Ottawa, ON K1P 5N5, Canada
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Developing confidence
5.0(43 reviews)
“My experience with Alex has been overwhelmingly positive. I was never very well-versed in investing or taking care of my finances but Alex made the whole...”
Provides: Financial Planning
240 Catherine St Ste 201, Ottawa, ON K2P 2G8, Canada
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4Developing confidence
5.0(37 reviews)
“Using the services of Ayana exceeded our expectations. Finally we’ve been able to have intelligent conversations about the path forward for our retirement. As...”
Provides: Financial Planning
1600 Carling Ave, Ottawa, ON K1Z 0A1, Canada
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4Developing confidence
4.9(44 reviews)
“We started with Rankin Rice 15 years ago based upon a very favourable recommendation from my parents. Todd, his colleague Devon and their capable team provide...”
Provides: Financial Planning
1565 Carling Ave, Ottawa, ON K1Z 8P9, Canada
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4Limited confidence
4.9(15 reviews)
“We’re very happy with the financial services from Mitch at Mandeville since working with him for the last couple years. Given the chaotic and unstable US...”
Provides: Financial Planning
1775 Courtwood Crescent #202, Ottawa, ON K2C 3J2, Canada
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Limited confidence
4.8(15 reviews)
“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...”
Provides: Financial Planning
Local financial planners from public business listings, scored on public Google signals, Senior Care Path hasn't independently vetted every one. Always confirm credentials, registration, and fit before booking.
Typical cost: Fee-only planners charge for advice (commonly $150 to $300 per hour or a flat plan fee, illustrative); commission-based advisors may have no direct fee.
Fee-only versus commission-based advice, whether you want a one-time plan or ongoing management, and how complex your finances are. A one-time, fee-only plan can be money well spent when weighing home care against a move, or deciding how to use home equity. Ask any advisor how they are compensated before you begin.
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