Adam Schacter CFP | Avesta Wealth Financial and Investment Advisor
Ottawa
- Financial planning
- Investments
- Insurance
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
Mitch McLean CFP, Financial and Investment Advisor
Ottawa
- Financial planning
- Investments
Polaris Wealth - Division of Polaris Financial Inc.
Ottawa
- Financial planning
- Investments
- Insurance
Sutherland Investment Group at CG Wealth Management
Ottawa
- Financial planning
- Investments
watson Financial Management
Ottawa
- Financial planning
- Investments
- Insurance
Frequently asked questions
How many firms offer independent advisors in Ottawa?
9 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