Browse the Top 11 Financial Advisors Serving Ottawa, ON

Future Financial delivers customized financial strategies for individuals and organizations in Ottawa. Specializing in retirement planning, tax optimization, and estate management, we combine independent advisory services with decades of local expertise. Our client-centric approach prioritizes long-term wealth growth through evidence-based investment solutions.

Trimaran Advisory Group is a financial advisory firm in Ottawa, Ontario, specializing in family business succession, legacy planning, and wealth management for entrepreneurs. We help clients achieve financial independence through a values-driven approach that prioritizes qualitative understanding before quantitative solutions. Our collaborative process ensures tailored strategies for estate planning, tax efficiency, and business continuity.

Evolution Planning Group provides personalized financial security planning and wealth management services to families and businesses in Orleans, Ontario. Specializing in retirement planning, insurance, estate strategies, and group benefits, we combine decades of expertise with a client-centered approach. Our certified advisors deliver tailored solutions backed by a network of specialists in tax, law, and investment planning.

Investissements PSP is a Canadian Crown corporation managing over $299.7 billion in net assets under management. We specialize in diversified global investments across six core asset classes, delivering long-term value for public sector pension plans. Our approach combines strategic partnerships, innovative capital solutions, and a focus on sustainable investing to achieve competitive returns for clients.

Taylor Financial Group provides customized group benefits plans and insurance solutions to protect employees and businesses. Based in Ottawa, we specialize in life insurance, disability coverage, and retirement planning products for Ontario clients. Our team delivers personalized financial advisory services tailored to diverse organizational needs.

Moore Financial provides comprehensive financial planning services in Ottawa, specializing in wealth management, retirement planning, and estate protection. With three generations of experience since 1938, we help individuals and businesses create tailored strategies for financial security. Our client-focused approach combines technical expertise with personalized guidance to navigate investment decisions and risk management.

TK Financial Group provides comprehensive financial planning services specializing in estate planning, business structuring, and insurance audits for business owners and professionals. Our client-centric approach combines personalized solutions with proven strategies to optimize tax efficiency, ensure business continuity, and protect family legacies. With over 35 years of industry experience, we deliver measurable financial outcomes through our patented audit process and specialized family enterprise advisory services.

Valcore Planning Solutions offers tailored financial planning services in Ottawa, specializing in investment strategies, insurance solutions, and retirement planning. Our team of certified professionals helps clients navigate complex financial decisions with personalized advice. We focus on building long-term relationships through transparent communication and comprehensive wealth management.

CAPCORP provides comprehensive financial solutions for business owners, specializing in employee benefits, retirement planning, and wealth management. With over 40 years of experience, we combine personalized service with industry expertise to help clients preserve and grow their wealth. Our independent approach ensures tailored strategies that meet the evolving needs of Canadian businesses and their families.

Prittie Private Wealth is a financial advisory firm specializing in investment management, comprehensive financial planning, and estate solutions. Founded on principles of integrity and client-centric service, we provide tailored strategies to build and protect wealth. Our team leverages decades of experience and partnerships with institutions like Mandeville Private Client Inc. to deliver tax-efficient, risk-managed solutions for individuals and businesses.

Exponent Investment Management is an independent Canadian wealth management firm specializing in financial planning, investment management, and pension solutions. We help professionals, business owners, and retirees achieve financial independence through personalized strategies focused on tax efficiency, risk mitigation, and income generation. Our client-centric approach combines decades of experience with transparent fee structures and globally diversified portfolios.