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  1. CA
  2. ON
  3. Ottawa
  4. Best Financial Consultants in Ca
  5. Best Financial Consultants in On
  6. 8 Best Financial Consultants in Ottawa

8 Best Financial Consultants in Ottawa

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Adam Schacter CFP, Financial and Investment Advisor

Adam Schacter works closely with clients to develop long-term financial plans. He also oversees portfolio design and tax efficiency. Adam is a Certified Financial Planner(r), Chartered Investor Manager(r), and Discretionary Asset Manager (r). The past thirteen years have been spent serving the families of business owners. Adam was an advisor at Manulife Securities for financ more...

Pros & Cons
recommend (8)
highly recommend ... (5)
comprehensive (2)
helped me (2)
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Open8:00 AM - 5:00 PM
1565 Carling Ave Suite 610, Ottawa, ON K1Z 8R1, Canada
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MD Financial Management Head Office

MD Financial Services is an exclusive financial service firm that caters to the needs of doctors and their families. We are committed to helping Canadian physicians reach their financial goals, at all stages of their careers: from their first day in medical school through their practice and retirement. The Canadian Medical Association (CMA), 60 years ago realized that Canada' more...

Pros & Cons
nice place (1)
unprofessional (1)
not worth (1)
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Open8:30 AM - 4:30 PM
1870 Alta Vista Dr, Ottawa, ON K1G 6R7, Canada
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Forest Financial Planning

Alex is a fee-only financial advisor with more than ten years of experience and education in finance. He has assisted over 100 people across the nation with their financial planning requirements. Alex has a solid financial background and communicates clearly his evidence-based advice to ensure that clients are equipped with the knowledge and tools they need to act and realize th more...

Pros & Cons
recommend (5)
highly recommend ... (4)
comprehensive (3)
helped me (2)
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Open8:00 AM - 6:00 PM
115 Bank St Suite 23B, Ottawa, ON K1P 5N5, Canada

Astrolabe Financial Group Inc.

Our clients are able to trust us with sound financial advice and we strive to improve their financial literacy. Astrolabe Financial Group is proud to celebrate its anniversary every Financial Literacy Month. Consultations with advisors will continue to be focused on education. This is true regardless of whether you are meeting for the first time or the tenth. Our goal is to prov more...

Pros & Cons
recommend (9)
highly recommend ... (4)
very knowledgeab ... (3)
greatly apprecia ... (2)
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Open9:00 AM - 5:00 PM
1775 Courtwood Crescent, Ottawa, ON K2C 3J2, Canada
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Zoho Financial

We are a Financial Service Brokerage and Advisory company that helps families, high-net-worth individuals, and business owners to plan and secure their financial futures. All life, travel and health insurance products are available to us. We also have the license to sell and advise clients on investment funds. We are partners in Zoho Financial with Desjardins Financial Security more...

Pros & Cons
recommend (3)
very professiona ... (2)
very knowledgeab ... (2)
professional and ... (1)
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Open9:30 AM - 5:30 PM
880 Lady Ellen Pl Unit #200, Ottawa, ON K1Z 5L9, Canada
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Retirement in View

It's near retirement time and you want to ensure that everything is in order so you can make a plan and have no worries. A clear plan is essential, with expert guidance and recommendations. Retirement in View was founded to give people who are approaching retirement the financial guidance and assurance they need in order to have a comfortable retirement. In a relaxed environ more...

Pros & Cons
recommend (4)
highly recommend ... (3)
recommended (1)
comprehensive (1)
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Open9:30 AM - 5:00 PM
240 Catherine St Suite 201, Ottawa, ON K2P 2G8, Canada
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Exponent Investment Management

Exponent Investment Management Inc., Ottawa's biggest fee-based financial advisory firm. The simple way our certified financial advisors approach financial planning is to design financial services that meet the needs of each client. Our certified financial advisors help professionals and business owners transition from working full-time to investing in retirement. We offer a more...

Pros & Cons
recommend (2)
highly recommend ... (2)
excellent job (1)
incredible team (1)
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Open8:30 AM - 6:00 PM
180 Elgin St Suite 1302, Ottawa, ON K2P 2K3, Canada
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Impact Financial Planning Inc.

Impact Financial Planning Inc. provides clients across Canada with the opportunity to meet with a certified financial planner (CFP(r),) who has more than ten years of experience in this industry. We will work together to create a comprehensive, customized plan that helps you achieve your financial goals. We charge a flat fee for the advice and planning we offer. We don't cha more...

Pros & Cons
attention to det ... (2)
recommend (1)
very responsive (1)
highly recommend ... (1)
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1730 St. Laurent Blvd Suite # 800, Ottawa, ON K1G 5L1, Canada

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Our Methodology

Best 10 financial consultant list assembly and recognition by TrustAnalytica for ottawa is based on online reputation backed by review sources as google reviews, TrustAnalytica reviews and more.

We choose the best companies in the location and rank them based on rating, quantity of reviews and verification (Claimed or unclaimed profile).

Rankings are frequently updated to reflect the latest reviews from trusted sources.

The Process

TrustAnalytica's procedure for listing financial consultant companies involves manual research, review and placement. Please note that some companies are placed here through their registration with our services as every company gets not only access to our Saas services but also a profile that gets listed. We evaluate businesses based on their online reputation, accessibility, online resources such as website and their fit for best 10 financial consultant category.


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