Adam Schacter CFP | Avesta Wealth Financial and Investment Advisor
Ottawa
- Financial planning
- Investments
- Insurance
Alvin Miller
Ottawa
- Financial planning
- Investments
- Wellington-Altus
Avesta Wealth - Adam Schacter, CFP®, CIM, EPC, CEA, FCSI
Ottawa
- Financial planning
- Investments
- Insurance
Capital Wealth Partners
Ottawa
- Financial planning
- Investments
- Insurance
CrossPoint Financial
Ottawa
- Financial planning
- Investments
- Insurance
Duane Francis
Ottawa
- Financial planning
- Investments
Équipe conseil MaVia
Ottawa
- Financial planning
- Investments
- Financière Banque Nationale
Équipe Conseil Ruiz
Ottawa
- Financial planning
- Investments
- Financière Banque Nationale
Equipe Conseil Webster Reid
Ottawa
- Financial planning
- Investments
- Financière Banque Nationale
Équipe de Gestion de patrimoine Martin Lacroix
Ottawa
- Financial planning
- Investments
- Financière Banque Nationale
Équipe Duhaime
Ottawa
- Financial planning
- Investments
- Financière Banque Nationale
Équipe gestion de patrimoine Bertrand Dubreuil
Ottawa
- Financial planning
- Investments
- Financière Banque Nationale
Groupe gestion de patrimoine Ahken
Ottawa
- Financial planning
- Investments
- Financière Banque Nationale
Hart Investment Group
Ottawa
- Financial planning
- Investments
- Financière Banque Nationale
Mitch McLean CFP, Financial and Investment Advisor
Ottawa
- Financial planning
- Investments
Polaris Wealth - Division of Polaris Financial Inc.
Ottawa
- Financial planning
- Investments
- Insurance
Scott Hamilton
Ottawa
- Financial planning
- Investments
- Wellington-Altus
Sutherland Investment Group at CG Wealth Management
Ottawa
- Financial planning
- Investments
watson Financial Management
Ottawa
- Financial planning
- Investments
- Insurance
Your Private CFO Family Wealth/ IA PrivateWealth
Ottawa
- Financial planning
- IA
Frequently asked questions
How many firms offer financial planning in Ottawa?
20 of the 137 firms in Ottawa show it in the official register or on their website.
How to choose?
Check the official register, ask for an engagement letter describing the service and the fees, and compare two or three firms on your precise situation.
Alphabetical list. No firm pays to be listed. Our sources