Find the 13 Best Financial Advisors in Ottawa, ON

Valcore Planning Solutions offers comprehensive financial planning services including investment management, insurance solutions, and retirement planning. Our Ottawa-based team specializes in creating personalized financial strategies for individuals and businesses. With expertise in tax-efficient planning and estate preservation, we help clients achieve long-term financial security through a client-centered approach.

Watson Di Primio Steel Invest (WDS) Investment Management provides personalized investment advisory services for private clients with $500,000+ in assets. We specialize in creating tailored wealth management strategies through comprehensive financial profiling, risk assessment, and disciplined portfolio construction. Our team of CFA professionals focuses on long-term wealth enhancement while prioritizing client education and transparent communication.

Future Financial provides comprehensive financial advisory services specializing in retirement planning, tax minimization, and estate strategies. Serving Ottawa, Gatineau, and surrounding regions since 1978, we combine personalized wealth management with access to national investment platforms. Our fiduciary approach prioritizes client needs through independent, commission-free financial planning.

TK Financial Group provides comprehensive financial planning services including estate planning, business structuring, and insurance audits for professionals and business owners. Since 1986, we've specialized in creating tax-efficient solutions that protect assets, ensure business continuity, and optimize financial legacies. Our patented insurance audit process delivers proven savings while our client-focused approach guarantees personalized service.

Rankin Rice Wealth Management specializes in personalized financial planning and retirement strategies. We offer customized investment portfolios, risk management solutions, and tax-efficient planning services. Our team of certified advisors prioritizes client security through holistic wealth management approaches.

CAPCORP provides comprehensive financial planning and wealth management solutions for business owners and their families. Specializing in employee benefits, retirement planning, and estate strategies, we combine over 40 years of experience with a team-based approach to deliver tailored financial solutions. Our independence and industry partnerships enable customized services that address both personal and corporate financial objectives.

Moore Financial is a family-owned financial planning firm in Ottawa, Ontario, offering wealth management, retirement planning, and insurance solutions since 1938. Our team of Certified Financial Planners helps business owners, retirees, and families create tailored strategies for building, protecting, and transferring wealth. We combine decades of local expertise with a comprehensive 6-step planning process to deliver actionable financial solutions.

Investissements PSP is a Canadian Crown corporation managing over $299.7 billion in assets for public sector pension plans. We specialize in diversified global investments across Capital Markets, Real Estate, Private Equity, Infrastructure, and emerging technologies. Our approach combines long-term horizons, responsible investing, and agile execution to deliver sustainable returns.

Foundation PWM provides comprehensive financial advisory services, specializing in wealth planning, investment management, and insurance solutions. We help clients build and preserve wealth through personalized strategies tailored to their unique goals. Our Ottawa-based team combines technical expertise with a commitment to long-term client relationships.

Retirement in View provides unbiased financial planning and retirement advisory services. Specializing in fee-only Certified Financial Planning, we help clients navigate retirement strategies, tax optimization, and investment management. Our Ottawa-based practice prioritizes client interests through personalized, conflict-free financial guidance.

Trimaran Financial provides specialized financial advisory services for family business owners and self-employed professionals. We focus on legacy planning, business succession, and wealth management, combining 25+ years of industry experience with a values-driven approach. Our collaborative methodology ensures tailored solutions that protect clients' assets while aligning with their personal and business objectives.

Financial Health Partners offers comprehensive financial advisory services, including wealth management, tax and estate planning, and retirement strategies. Our client-centric approach focuses on personalized financial health assessments and customized solutions. We empower individuals and businesses to achieve long-term financial security through expert guidance and proven methodologies.

Taylor Financial Group offers expert financial advisory services specializing in customized group benefits plans, life insurance, and disability protection for Ontario businesses. Our team provides competitive analysis, plan selection, and ongoing support to help organizations protect employees while optimizing costs. With advisors having over 30 years combined experience in financial services, we deliver tailored solutions that address both individual and corporate financial security needs.