The best financial planners can help you save, invest wisely, and secure your financial future. Managing finances can be challenging, especially without experience, so finding the right expert is key.
We’ve compiled a list of Ottawa’s top financial planners, selected for their fees, credentials, and services. Whether you need investment advice, retirement planning, or general financial guidance, these professionals are here to help.
If you also need someone to handle your taxes, we suggest checking out our list of the best personal tax accountants in Ottawa.
1) MDL Financial Group
MDL Financial Group has big plans for your future. With their roven financial planning process, they help successful business owners and professionals achieve the retirement they’ve always dreamed of. Their professional financial advisors build a personal relationship with each and every one of their clients, which allows them to tailor their advice to each client’s specific needs. This ensures that you receive the guidance and support you need in order to reach your goals successfully.
As you begin to consider retirement, as Fee-Only Ottawa Certified financial planners they are able to help you make the critical decisions about cash flow, investments, taxes and risk management.
They understand that everyone’s situation is unique, so they will work diligently to create a plan specifically tailored to meet your individual needs.
Business Information:
Website: mdlfinancialgroup.ca
Email: info@mdlfinancialgroup.ca
Phone: +16134169649
Address: 78 George St., Suite 204M, Ottawa, ON K1N 5W1
Customer Review:
2) Your Private CFO Family Office/ IA PrivateWealth
Your Private CFO® is an Ottawa based financial services office that has been providing customized solutions to clients since 1990.
They work with entrepreneurs, professionals and retired people who want a tailored approach when it comes time for them to invest or manage their finances in order to make smart decisions on how best handle money wisely!
Their services include solutions for entrepreneurs, retirement strategy, insurance help or estate planning. They are able to develop and create a range of services tailored in accordance with the various cycles in your financial life.
Business Information:
Website: yourprivatecfo.com
Email: paul.drouin@yourprivatecfo.com
Phone: +16133196545
Address: 343 Preston St 11th Floor, Ottawa, ON K1S 1N4, Canada
Customer Review:
3) Forest Financial Planning
For more than two decades, Forest Financial Planning has been a premier provider of fee-only financial planning services.
They don’t manage money or sell products; instead, their goal is to provide you with unbiased advice that helps mould your future by equipping you on how best to handle what’s ahead so it can be accomplished successfully!
At Forest Financial Planning, they equip you with a tailored financial plan according to your financial situation, goals and risk tolerance. They can help business owners with cash-flow management and tax efficient long-term planning as well as creative pre-retirement plans to help you bring some light to your financial future during your retirement.
Business Information:
Website: forestfinancialplanning.ca
Email: alex@forestfinancialplanning.ca
Phone: +16136637991
Address: 115 Bank St Suite 23B, Ottawa, ON K1P 5N5, Canada
Customer Review:
4) Adam Schacter CFP, Financial and Investment Advisor
Adam Schacter is one of the top advisors in his field, and he can offer you a personalized and independent financial process that puts every piece together exactly how you need it.
This gives YOU control over your life! If you’re thinking about retirement, wanting to plan for major purchases or just wanting to save tax dollars then now is the time to contact them for help.
Start committing to your financial integrity today so that you have plenty of time on your side! In 15 minutes, they can evaluate your situation, identify opportunities and areas of concern, and create an action plan for you and your family – so don’t wait any longer!
Contact them today to learn the basics and get started on your path towards financial well-being.
Business Information:
Website: adamschacter.com
Email: aschacter@mandevillepc.com
Phone: +16137280101
Address: 1565 Carling Ave Suite 610, Ottawa, ON K1Z 8R1, Canada
Customer Review:
5) Retirement in View
Don’t worry about retirement planning – Retirement in View are here to help! With their wealth of experience and financial advisors, they can guide you through every step of the process until you achieve your goal.
They’ll take all the confusion and anxiety out so that your retirement is as stress-free an event as possible!
From the moment you start working with them, it’s clear that your learning advisor has a lot of knowledge and patience. They guide you through all aspects patiently while answering any questions along the way.
Plus, they’re always available for consultation if needed via virtual video conference which makes things more comfortable and convenient for everyone involved.
As a Fee-Only Certified Financial Planner (CFP), they don’t sell financial products which eliminates any potential conflicts of interest – they can truly work in what’s best for your interests!
Business Information:
Website: retirementinview.ca
Email: info@retirementinview.ca
Phone: +16134169593
Address: 240 Catherine St Suite 201, Ottawa, ON K2P 2G8, Canada
Customer Review:
6) Potvin Financial Services Ottawa (Nepean)
Kevin Potvin is an independent investment and insurance advisor that focuses on helping his clients find tailored solutions for their needs. He offers flexible fee options, including commission-based or fee-based service depending upon what you’re looking to do!
His areas of focus include estate tax issues like gifting plans or transferring wealth during retirement years into different investments that will generate more long-term income; taxation effects related to selling assets at varying points in time so you can maximize what’s leftover after mail duty; and risk management through actively managed portfolio investments.
HE never makes stock market predictions, nor does he recommend that anyone should try to time the markets – he believes in focusing on the long term instead.
Generally, he recommends risk-based, diversified and actively managed portfolio investment solutions designed specifically for today’s complex markets.
Business Information:
Website: potvinfinancial.com
Phone: +16132246561
117 Centrepointe Dr Unit #320, Nepean, ON K2G 5X3, Canada
Customer Review:
FAQs for Financial planners
Financial planners help people save for the future. They work with clients to create a budget and investment plan that meets their needs, and then help them stick to it. Financial planners can also offer advice on mortgages, insurance policies, and other important money matters.
There are many benefits to working with a financial planner, such as gaining an understanding of your current financial situation, setting realistic goals for the future, creating a plan that is tailored specifically to you and your needs, getting advice on how to reach your goals, and having someone who can help keep you accountable.
The cost of hiring a financial planner in Ottawa can vary depending on factors such as experience and qualifications. However, some average estimates suggest that you could expect to pay anywhere from $50-$200 per hour for financial planning services.
The difference between financial advisors and financial planners is that a financial advisor provides general advice on investments, while a financial planner will create a comprehensive plan that includes recommendations on specific investments to meet your goals.
Conclusion
When it comes to your financial future, it’s important to seek out the help of a qualified professional. The list above features some of the best financial planners in Ottawa, so you can be sure that you’re getting the highest quality advice possible.
These planners have years of experience and knowledge in all areas of finance, so they can help you plan for any contingency. Whether you need assistance with retirement planning or debt consolidation, these experts will be able to guide you on the right path.
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