The 10 best financial advisors in Ottawa in 2026

1. 1

   Adam Schacter CFP | Avesta Wealth Financial and Investment Advisor

   financial planning, investments, insurance · yes · yes · CIM, EPC, CEA, FCSI · 5 ★, 45 reviews

   64/100
2. 2

   Polaris Wealth - Division of Polaris Financial Inc.

   financial planning, investments, insurance · yes · yes · since 2008 · CFA, CFP, CIM

   62/100
3. 3

   Avesta Wealth - Adam Schacter, CFP®, CIM, EPC, CEA, FCSI

   financial planning, investments, insurance · yes · yes · CIM, EPC, CEA · 5 ★, 19 reviews

   61/100
4. 4

   CrossPoint Financial

   financial planning, investments, insurance · yes · yes · CFP, CIM, FCSI, FMA, CFA, TEP · 5 ★, 2 reviews

   57/100
5. 5

   Mitch McLean CFP, Financial and Investment Advisor

   financial planning, investments · yes · yes · CIM, CFP, RRC · 4.9 ★, 15 reviews

   57/100
6. 6

   watson Financial Management

   financial planning, investments, insurance · yes · yes · CIM · 3 ★, 2 reviews

   53/100
7. 7

   Gobel, Sampson & Associates - IG Private Wealth Management

   financial planning, insurance · yes · yes · RRC, CEA, TEP, CFP, CIM, QAFP, PFP, FCSI · 5 ★, 2 reviews

   51/100
8. 8

   Sutherland Investment Group at CG Wealth Management

   financial planning, investments · yes · yes · CIM, CFP, CLU, TEP, FCSI, FMA, CFA

   49/100
9. 9

   Scott Hamilton​

   financial planning, investments · team website · 1 advisors · CIM

   42/100
10. 10

    Capital Wealth Partners

    financial planning, investments, insurance · yes · yes · 5 ★, 1 reviews

    41/100

The criteria

Frequently asked questions

Who is the best financial advisor in Ottawa?

On our public criteria, Adam Schacter CFP | Avesta Wealth Financial and Investment Advisor ranks first in Ottawa, ahead of Polaris Wealth - Division of Polaris Financial Inc. and Avesta Wealth - Adam Schacter, CFP®, CIM, EPC, CEA, FCSI. The best choice is the firm whose services fit your situation.

How is this ranking built?

Out of 100 points, with criteria from the official register and public information: disciplines shown (20), registration shown on its own website (10), independent firm (10), team size (10), years in business (stated on its website) (10), professional designations shown on its website (15), google reviews (15), named by ai assistants (10).

Can a firm pay to rank higher?

No. No firm pays to be listed or for its position.

Ranking recalculated at each register update. A firm can correct its details from its profile. Our method