Let Ottawa’s top financial advisors work for you, so your money starts working for you. Whether you’re looking to secure your retirement, diversify your investments, or start a business, our handpicked advisors in Ottawa are ready to assist.
We’ve chosen them based on client reviews, their range of services, innovative solutions, and their commitment to personalized care. Trust in Ottawa’s finest financial services to bring your finances in order!
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Summary
What's the Average Cost of Financial Advisors in Ottawa?
The average cost of financial advisors in Ottawa is $120 – $500 per hour. However, some may charge a flat rate, which could be anywhere from $1,000 to $3,500. It all depends on the services you require and the complexity of your financial situation.
Some other factors that will affect the cost of financial advisors in Ottawa are:
- The type of services you need
- The complexity of your financial situation
- The financial advisor’s experience and credentials
- The number of meetings you have with the financial advisor
To get a better sense of what you can expect to pay for financial advisor services in Ottawa, request a free consultation from one of the advisors on our list!
The Best Financial Advisors in Ottawa
1) Exponent Investment Management
Exponent Investment Management, founded in 2011, is an independent wealth management firm serving clients nationwide. They specialize in creating customized, diversified portfolios to help you achieve your financial goals. With a focus on consistent, long-term returns and transparent fees, Exponent provides a smoother financial journey.
Their process includes an introductory meeting, personalized financial plans, portfolio construction, regular check-ins, and comprehensive financial guidance. Choose Exponent to make your financial dreams a reality.
Business Information:
ex-ponent.com
+16137472458
180 Elgin St Suite 1302, Ottawa, ON K2P 2K3, Canada
Customer Review:
Pros
- Consistent, long-term returns
- Customized, diversified portfolios
- Transparent fees
Cons
- No price ranges on the website
2) Potvin Financial Services Ottawa
At Potvin Financial Services in Ottawa, their number one priority is providing you with personnel solutions for all of your financial needs. They have a team of highly skilled professionals who are experts in the field and who aim to meet your unique goals and aspirations.
They offer flexible fee options, which include commission-based or fee-based so that you can choose what works best for you. When you use their services, you can expect investment planning, estate planning, investment tax planning, and retirement income planning with investment decumulation strategies.
You can rest assured knowing that you are in good hands when you use Potvin Financial Services.
Business Information:
potvinfinancial.com
+16132246561
117 Centrepointe Dr Unit #320, Nepean, ON K2G 5X3, Canada
Customer Review:
Pros
- 15 years of plumbing service experience
- Operates throughout the week
- Offers service all over Ottawa
Cons
- They may contact you not right away
3) Adam Schacter CFP
Adam Schacter CFP is a financial advisor firm that offers its customers a personalized and independent financial process. He has a team of outstanding professionals who create long-term personalized financial plans, oversees the investment portfolio design, and even help with finances in case you are planning to retire or are planning to give your fortune to the next generation.
The firm’s services are designed to help you achieve your financial goals and build a spectacular future. If you are looking for an advisor who can provide you with the guidance and support you need to reach your full potential, contact Adam Schacter CFP today.
Business Information:
adamschacter.com
aschacter@mandevillepc.com
+16137280101
1565 Carling Ave Suite 610, Ottawa, ON K1Z 8R1, Canada
Customer Review:
Pros
- 50 years of plumbing services
- Services are available in 250 locations in North America
- No overtime charge
Cons
- Not all locations exclude overtime charges
4) McAuley Financial Services
McAuley Financial Services is a certified firm with financial planners trained to provide professional financial planning advice. With over 40 years of experience, they have the knowledge and expertise to adapt to any type of financial life situation.
McAuley Financial Services offers a variety of services including Personal Financial Management and custom Corporate advice. Their staff is dedicated to creating tailored strategies to fit any situation.
So whether you’re looking for long-term planning or need help with a specific financial goal, McAuley Financial Services is a perfect choice.
Business Information:
mcauleyfinancial.com
info@mcauleyfinancial.com
+16135913900
535 Legget Dr, Kanata, ON K2K 3B8, Canada
Customer Review:
Pros
- 2 years warranty in all work
- Affordable rates
- Commercial and residential services
Cons
- Limited financial services
5) Ecivda Financial Planning Boutique
Ecivda Financial Planning Boutique is a fantastic financial planning company that will help you with clarity, competence, and care so you can receive from your finances what you want. They take the time to find out your financial goal and then develop a customized strategy to accomplish it. Whether you’re a business owner or just a family man who is planning his retirement, Ecivda can help!
So if you’re looking for a financial planner who will really take the time to understand your needs and develop a plan specifically for you, then Ecivda is the company for you.
Business Information:
ecivda.com
+16135910337
260 Hearst Way #102, Ottawa, ON K2L 3H1, Canada
Customer Review:
Pros
- 17 years of experience
- Radon testing
- Water Softeners
Cons
- Closed during the weekends
FAQs About Financial Advisors
Final Thoughts
Discover Ottawa’s top financial advisors to simplify your savings and asset management. When finance gets complex, don’t go it alone. Reach out to Ottawa’s best financial advisors for expert guidance and peace of mind!
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