The 5 Best Financial Advisors in Ottawa [2023]

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!

And if you need some reliable legal assistance, we have the top lawyers just for you: 

The Best Personal Injury Lawyers In Ottawa 

The Best Family Lawyers In Ottawa

The Best Bankruptcy Lawyers In Ottawa

The Best Corporate Lawyers In Ottawa

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

Now that we’ve gone over the average cost of financial advisors in Ottawa, let’s get to the good stuff: 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:
180 Elgin St Suite 1302, Ottawa, ON K2P 2K3, Canada

Customer Review:
“Mathew Hall has a wealth of investment knowledge and he combines that with a one of a kind client focused approach to advising. I have referred many of my clients to the incredible team at Exponent and will continue to do so in the future.”

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:
117 Centrepointe Dr Unit #320, Nepean, ON K2G 5X3, Canada

Customer Review:
I have worked with Kevin at Potvin Financial for many years now. Everyone I have worked with is helpful, considerate and very responsive. Kevin is amazing to work with, he always makes time for questions and in my experience he treats every client like they are most important in that moment. I have really appreciated the work that Kevin has done, and I never feel like I cannot reach out if I have questions or concerns. A 5 star company for sure!

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:
1565 Carling Ave Suite 610, Ottawa, ON K1Z 8R1, Canada

Customer Review:
"I have been working with Adam for a number of years. He is honest and has his clients’ best interests at heart. Adam puts every effort into ensuring clients pay less in taxes, have an understanding of their financial plan, and are on track to meet their financial goals. Highly recommended!"

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:
535 Legget Dr, Kanata, ON K2K 3B8, Canada

Customer Review:
"I highly recommend McAuley Financial. I have been dealing with Angela for 20+ years. She has always gone over and above any expectations I have needed. Her expertise has helped me immensely with preparing for retirement. She likes to meet once a year in person with my wife and I to discuss our portfolio and any concerns or questions. Angela and her staff are very professional. We have always felt that Angela genuinely cares about our welfare. We highly recommend her and her associates."

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:
260 Hearst Way #102, Ottawa, ON K2L 3H1, Canada

Customer Review:
"We have been with Shawn and his team for over 8 years. I can honestly say, I have never seen better communication from a service in my life. They always get back to you promptly and work with you and your comfort area with zero pressure. Much appreciated honesty with integrity. Thanks Shawn"
FAQs About Financial Advisors
Financial advisors are versatile experts who can help you with things such as debt and asset management, retirement funds, and taxes. It may seem like a vague term but that’s because financial advisors cover a whole range of services and are flexible to the needs of their clients.
People who don’t feel confident about their finances should have a financial advisor. A good rule of thumb for deciding whether it’s a good idea to hire a financial advisor is if you could save 20% off by hiring one.
Some financial advisors work on commission, have hourly rates, charge per transaction, or are salaried employees.
Financial planners are more long-term and goal-oriented whereas financial planners have broader duties and focus more on whatever your needs are now or in the near future.
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!

And in case you get hungry after resolving your financial matters, don’t miss out on:

The Best Dim Sum Restaurants In Ottawa

The Best Korean BBQ Restaurants In Ottawa

The Best Halal Restaurants In Ottawa

The Best Vegan Restaurants In Ottawa