Find the 5 Best Financial Advisors in Nepean, ON

Browse 5 financial advisors serving Nepean, ON, from personal financial planning specialists to professionals advising business clients. Review their services and client feedback, then contact suitable advisors to discuss your financial goals and fees.
7 reviews
CDN Financial
11 Years
7 reviews
CDN Financial is a diversified fintech platform offering 20+ financial services across Canada. We specialize in prime and subprime lending solutions for residential, commercial, and institutional clients. Our services include mortgages, business loans, invoice factoring, equipment leasing, and instant point-of-sale financing for healthcare, dental, and home improvement projects.
Business Loans Mortgage Programs Invoice Factoring
Sales have doubled Instant approval program Excellent customer service
Wadhen Mortgage & Financial Services offers expert mortgage brokerage and financial advisory services in Ontario. We specialize in home purchase mortgages, refinancing, investment property financing, and insurance solutions including life, health, and travel coverage. Our team provides personalized guidance to help clients achieve financial stability and long-term goals.
Home Purchase Mortgage Mortgage Refinance Creditor Insurance
Competitive mortgage rates Personalized insurance options After-hours availability
4 reviews
Colonnade BridgePort
41 Years
Emergency
4 reviews
Colonnade BridgePort is a full-service real estate investment and management company with over 40 years of experience serving institutional and private clients in Ontario and Atlantic Canada. We specialize in property management, leasing, development, investment, and asset management, focusing on maximizing returns while fostering sustainable communities. Our expertise spans commercial, residential, industrial, and mixed-use properties, supported by a team of seasoned professionals and a $2 billion development pipeline.
Commercial Property Management Commercial Leasing Investment Management
Rose & Associates is a financial advisory firm specializing in personalized wealth management solutions. We help clients achieve financial security through tailored investment strategies, retirement planning, and comprehensive financial guidance. With over 30 years of experience, we prioritize client education, proactive portfolio management, and collaborative planning to support long-term prosperity.
Investment Management Retirement Planning Tax Planning
Not rated yet
Tasman Financial Service
31 Years
Not rated yet
Tasman Financial Service Financial Services offers personalized, unbiased financial planning for retirement, estate, tax, and investment needs. Our Ottawa-based team of certified advisors uses a four-step approach to create adaptable strategies that align with clients' evolving life goals. With over 25 years of experience, we prioritize client-focused service through transparent fee structures and collaborative partnerships with existing financial networks.
Retirement Planning Estate Planning Tax Management
Personal financial manager Understands spending implications Level of reporting
Ottawa (10.3 km) Kanata (10.8 km) Gatineau (16.8 km) Carp (21.3 km) Orleans (24.9 km)