Financial Advisors in Ottawa
Browse 94 financial advisors in Ottawa.
Adam Schacter CFP | Avesta Wealth Financial and Investment Advisor
Ottawa, ON
Alex Gilchrist - TD Financial Planner
Ottawa, ON
Arthur Wealth Management
Ottawa, ON
🥇 Aspire Wealth Group
Ottawa, ON
Avesta Wealth
Ottawa, ON
Been There Financial Planning
Ottawa, ON
Bowie Financial Inc.
Ottawa, ON
Callum Sutherland CFP - Financial Planner and Investment Representative
Ottawa, ON
Capital Wealth Partners
Ottawa, ON
CIBC Financial Advisor: Jay Mehta
Ottawa, ON
Cory Garlock - TD Wealth Private Investment Advice
Ottawa, ON
Create Wealth Management
Ottawa, ON
CrossPoint Financial
Ottawa, ON
Don Ostertag - Private Banking - Scotia Wealth Management
Ottawa, ON
Duane Francis
Ottawa, ON
Edward Jones - Financial Advisor: Ann Hill, CFP®
Ottawa, ON
Edward Jones - Financial Advisor: Marty St Denis
Ottawa, ON
Edward Jones - Financial Advisor: Robyn Hardiman
Ottawa, ON
Edward Jones - Financial Advisor: Steve McIlroy, FMA
Ottawa, ON
Family First Insurance & Investments
Ottawa, ON
FinWise Financial
Ottawa, ON
Forest Financial Planning Inc.
Ottawa, ON
Gabriel Girardi Omar - Advisor, Sun Life
Ottawa, ON
Grant Best Financial Solutions Inc
Ottawa, ON
HollisWealth
Ottawa, ON
IG Wealth Management - Mick Lord, CFP
Ottawa, ON
IG Wealth Management - MITCHELL MIRANDA
Ottawa, ON
IG Wealth Management - Tyler Langfield, Registered Retirement Consultant RRC
Ottawa, ON
Impact Financial Planning Inc.
Ottawa, ON
IPC Investment Corporation - Gerry Myers
Ottawa, ON
Jonathan Hill - TD Financial Planner
Ottawa, ON
Kevin Reichstein, CFP - Financial Planner - Scotia Financial Planning
Ottawa, ON
Lacelle Financial Services Inc.
Ottawa, ON
Martin & Roy Financial Services
Ottawa, ON
MC Financial
Ottawa, ON
McAuley Financial Services
Ottawa, ON
Money Advisors Inc
Ottawa, ON
O'Farrell Wealth & Estate Planning | Assante Capital Management Ltd.
Ottawa, ON
Ottawa Asset Management Inc
Ottawa, ON
Ottawa Investment Advisor John Bruce
Ottawa, ON
Ottawa Main of RBC Dominion Securities Inc.
Ottawa, ON
Ottawa Preston of RBC Dominion Securities Inc.
Ottawa, ON
Ottawa's Award Winning Financial Planner
Ottawa, ON
Penta Wealth
Ottawa, ON
Prittie Private Wealth
Ottawa, ON
PWL Capital Inc - Ottawa
Ottawa, ON
Retirement in View
Ottawa, ON
RocheBanyan
Ottawa, ON
Rockcliffe Wealth Advisors
Ottawa, ON
Ryan Lamontagne Inc.
Ottawa, ON
Stephen Taylor - BMO Financial Planner
Ottawa, ON
T Wealth Solutions Inc.
Ottawa, ON
TD Wealth Private Investment Advice
Ottawa, ON
The Majdoub Group Financial Services
Ottawa, ON
Three Degree Wealth Advisory Inc.
Ottawa, ON
Trailway Wealth Advisors
Ottawa, ON
Wealth Harvest Group
Ottawa, ON
Wealth Street Financial Solutions
Ottawa, ON
Welch Capital Partners
Ottawa, ON
Your Private CFO Family Wealth/ IA PrivateWealth
Ottawa, ON
Zoho Financial - Financial Advisor in Ontario
Ottawa, ON
Ecivda Financial Planning Boutique
Ottawa, ON
IG Wealth Management
Ottawa, ON
Mitch McLean CFP, Financial and Investment Advisor
Ottawa, ON
Rankin Rice Wealth Management
Ottawa, ON
Wealth Strategies
Ottawa, ON
Astrolabe Financial Group Inc.
Ottawa, ON
Financial Health Partners
Ottawa, ON
Henley Solutions Inc.
Ottawa, ON
Rideau Wealth Solutions ltd.
Ottawa, ON
MD Financial Management Head Office
Ottawa, ON
TMFD Financial Ottawa
Ottawa, ON
Edward Jones - Financial Advisor: Danny Letourneau
Ottawa, ON
CIBC Wood Gundy Ottawa Branch
Ottawa, ON
watson Financial Management
Ottawa, ON
Sun Life Financial Ottawa Capital
Ottawa, ON
Wild Wealth Management - Raymond James Ltd.
Ottawa, ON
Aileen MacLachlan - Private Investment Counsel - Scotia Wealth Management
Ottawa, ON
Beckman Wealth Management
Ottawa, ON
CI Assante Wealth Management
Ottawa, ON
CI Assante Wealth Management - Suzanne Najim & Associates
Ottawa, ON
Eric Muller, M.Sc., CFP, IG Wealth Management (Investors Group)
Ottawa, ON
Foundation Private Wealth Management
Ottawa, ON
IPC Investment Corporation - Turn Key Wealth Management
Ottawa, ON
KBH Financial
Ottawa, ON
MacLeod Portfolio Management, Scotia Wealth Management
Ottawa, ON
Maple Hill Wealth Management - TD Wealth Private Investment Advice
Ottawa, ON
Momentum Wealth Management - TD Wealth Private Investment Advice
Ottawa, ON
Noble Wealth Management
Ottawa, ON
Polaris Wealth - Division of Polaris Financial Inc.
Ottawa, ON
Raymond Rizk - Scotia Wealth Management
Ottawa, ON
Richardson Wealth Limited
Ottawa, ON
Sabrina Crawford - Private Investment Counsel - Scotia Wealth Management
Ottawa, ON
Sampford Advisors Inc
Ottawa, ON
Frequently Asked Questions
How much does a financial advisor cost in Ottawa?
Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.
What's the difference between a financial advisor and a financial planner?
A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.
When should I hire a financial advisor?
Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.
How do I verify a financial advisor's credentials?
Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.
What should I ask a financial advisor at the first meeting?
Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.