Find financial services in Ottawa

For over 40 years, we have been providing clients in Ottawa, Westboro, Nepean, Gatineau and surrounding areas with sound, professional and unbiased financial advice. Our clients are primarily business owners, young professionals and retirees. We partner with numerous investment management and insurance firms to ensure that our clients benefit from the

We provide integrated estate planning services focused exclusively for business owners as well as professionals. Estate planning can be seen as planning for one's death however in reality it focuses primarily on planning while you are alive. TK Financial Group has earned the right to be recognized as one of the leading firms and is independently owned

They affect every Canadian in most aspects of their lives. Whether it's earning an income, making a purchase, owning real property, investing, running a business, or transferring your estate, life is full of taxable consequences that, if left unchecked, could consume an ever increasing amount of one's livelihood. While the Income Tax Act was created

Michael A. Prittie is the Portfolio Manager, Senior Financial Advisor and Branch Manager for the Mandeville Private Client Inc. Associate Office in west Ottawa. Michael and his staff offer clients comprehensive financial and investment services. We believe that "Integrity - Wisdom - Experience" are what sets us apart. Capital Wealth Partners was founded

At Rankin Rice Wealth Management Inc. we believe that holistic financial planning is the key to helping our clients who are nearly retired, newly retired and fully retired to achieve their retirement goals - free from income, estate or tax concerns. We provide our clients with strategies for retirement savings, retirement cash flow, income tax minimization

Are you a public servant seeking financial advice? We've been helping public servants navigate their financial success since 1960. There are many ways to invest. Choosing the right financial instruments depends on your stage of life, your risk threshold and your personal financial goals. Excellence in financial services and advice to public sector employees

Founded in Ottawa, Ontario in 1938 by A. E. "Lon" Campbell, MOORE FINANCIAL is now a 3rd generation family owned and operated independent financial planning firm. Our process helps individuals and business owners make financial decisions with confidence that are always relevant to your current circumstances and expectations. From Group Benefits and

Valcore Planning Solutions is a full service financial planning office offering planning solutions for today's complex financial problems. Almost every new client we meet has some type of need currently not being addressed by their stable of investment, insurance or financial advisors. Our process is key to designing planning solutions that, implemented

Providing innovative, practical and secure solutions to business owners and their families. The diverse and extensive experience of our team enables us to successfully align with personal and corporate goals. We are independent wealth advisors with a mission to help you achieve complete financial freedom. Our low fee, alternative, and transparent solutions

If you would like an unbiased review of your finances or have concerns about your retirement during this difficult time, I am available to consult with you via virtual video conference for your convenience, comfort, and safety. Maureen Yates is a busy realtor in the Ottawa area. She wanted a second opinion with regards to her finances. She was looking

We make the investment in time in order to really understand what matters to you. Our Strategic Wealth Process not only leads to clarity and confidence, but most importantly, ensures you control what you have worked so hard to build. Our process is values-based and goal driven. That means critical conversations are necessary before anyone can suggest

Do you wish you could feel the comfort of knowing a financial planner is working with you to achieve financial freedom?. Sit down with us for an analysis of your financial and investment needs, and we will put our years of experience and education to work for you. Our financial planning and investment services offer you advice on building a personal

G.R. Gauthier Financial Services Inc. is an independent mortgage brokerage offering loan rates, terms and privileges from banks, trust and life insurance companies, and credit unions. Since 1988, we have been providing mortgage services to residents and businesses in the Ottawa area. As mortgage brokers we deal with multiple lenders which allows us

As a financial planning team, we consider ourselves to be in the personal financial service business. We strive to ensure that each contact with our clients is a quality contact, one that builds their trust. Our services are driven and supported by a process. This is in stark contrast to many other financial advisors who simply sell products. We follow

Financial Health Partners works with you to develop wealth planning for life. We are a fully integrated wealth management practice that provides lifelong financial security for our clients. We take a greater interest in building long-term relationships to achieve your financial objectives. Our top priority is to ensure we always provide you with the

Our mission is to provide the best professional advice and service to all of our clients. Our friendly, knowledgeable team have access to quality insurance products that help provide the best value for consumers. Allan Taylor began in the financial services industry with Great-West Life in 1994. He has extensive experience managing group health and

At Evolution Planning Group, we will work with you or your business to build a customized financial security plan that best fits your needs, helps you manage risk and brings your goals within reach. Whether your goals are long-term (such as retirement) or more immediate (such as growing your business), we can help you build a financial strategy. By