Best Financial Advisors in Ottawa and Montreal
Residents of Canada’s capital city Ottawa or nearby Montreal have a lot to enjoy. These bustling communities are home to top financial advisors and a variety of wealth management services. The following top-rated financial planners provide a broad range of advice and guidance.
How does financial advisors make money?
These financial planners Exponent are a great choice for anyone looking to build wealth, invest their money, and protect what matters most. Their wide offering of financial planning services includes investment advice, retirement planning, estate work, tax planning, insurance, and more. They also specialize in helping small businesses and entrepreneurs with their finances.
This independent Ottawa-based financial advisor is a fiduciary, meaning that they take on the legal responsibility to fully disclose any conflicts of interest and put their clients’ best interests first. Their fee-only approach allows them to offer unbiased advice without the pressure of sales tactics. The firm offers a free 15-minute introductory call to prospective clients and a transparent flat fee structure.
With a wide array of financial planning services and an extensive portfolio of investments, this firm is a great choice for investors in Ottawa and Montreal alike. This team’s client-centric philosophy and expert team help them earn a 5-star rating in our 2022-2023 rankings of the Best Financial Advisors in Ottawa and Montreal. Their services include investment advice, retirement planning, a retail securities lending program, and more. They also focus on addressing client tax concerns by using innovative techniques. They have a unique process of analyzing personal financial data in confidence and drafting an action plan for clients to follow.