Ottawa’s Financial Advisor

Having a trusted financial advisor is a necessity in any person’s life. With their years of experience and technical skills, they are able to guide you through your finances, giving you peace of mind knowing that your future is in good hands. To help you find the perfect fit for your needs, this article has compiled a list of Ottawa’s top 8 financial planners that can provide you with a wealth of services to assist you in reaching your financial goals.

Who is the best advisor in the world?

With offices in both Montreal and Ottawa, this team of expert financial planners offers a refreshing perspective on wealth management. They apply a unique process of “Plan, Implement, and Reassess” to give their clients a personalized and dynamic plan that can be updated at any time. Their services include Investment Planning; Retirement Planning; Tax Planning; Education Savings Planning; Estate & Legacy Planning; and a Retail Securities Lending Program. URL :

As a fee-only firm, this company believes that they should always put their clients’ best interests first. They strive to be different from the rest of their competitors by using years of experience, technical knowledge, and a focus on results. They also stay up-to-date on new planning techniques and products.

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