Financial Planning in Ottawa, ON - Page 1

Wealth Planning for Life Starts Here

Scrivens has been protecting businesses, families, and lives in Ontario since 1930 with insurance and investment solutions. Mutual Funds Provided Through FundEX Investments Inc.

We assist clients achieve financial peace of mind by aligning your money with your values.

Licensed Mortgage Agent – Level 2 with Referral Mortgages. Helping you save money and reduce stress with expert advice on renewals, purchases, refinancing & construction. 📞 (613) 614-7876 | ✉️ [email protected] | #M13000659

Helping individuals and families create clarity, build confidence, and make their money work with purpose. Financial education made simple.

Le Centre d'éducation financière EBO est un organisme dédié à l'éducation à la gestion des finances personnelles à travers les services qu'il offre.

We are an independent financial services firm that helps business owners and professionals.

Senior Wealth Advisor

An Advisor for 35 years, making a difference in people's lives!

Senior Financial Consultant – IG Wealth Management Inc., Mutual Fund Division

http://www.rbcroyalbank.com www.rbc.com/legal Royal Bank of Canada Royal Mutual Funds Inc.

Moneyweb Financial is a team of financial planners and IT consultants, who leverage technology to provide the most advanced service to its clientele. Moneyweb, provides for its clients an additional aspect to disseminate information.

We are a full service investment firm, located in the heart of downtown Ottawa.

Helping people in the Ottawa area through the various stages in their financial life.

There is a choice. Advice-only financial planning for those who only want advice, expertise, and planning, or you can receive comprehensive planning and investment management.

Pharm2Finance Teaching habits that grow wealth Faith • Family • Financial literacy

At Popp Private Wealth, we centre our collective focus on your financial journey. With a wealth of experience spanning 25 years in wealth advisory, we pride ourselves on crafting solutions uniquely suited to your distinct path.

At Landmark Strategic Wealth, we are committed to your financial success. We are firm believers in the power of comprehensive personal wealth planning, accompanied by unbiased guidance, collaboration, and transparency, as the fundamental approach to assi

As a Senior Consultant with IG Wealth Management Inc. , Mutual Fund Division I help clients get more out of their money, so they can get more out of life.

Financial Planning

Division Manager and Senior Wealth Advisor at IG Wealth Management Inc., Mutual Fund Division

I’m Peter Rizkalla, licensed financial advisor helping individuals and corporations build, protect, and plan their finances with clarity. I focus on comprehensive financial planning, covering every aspect of finance and insurance.

Independent Protection for your family and growing your wealth in all matters financial.

Estate and Financial investments, Stocks and Fixed Income investments, Employee Benefits and Life insurance

Based in Ottawa, Ontario, we are a team dedicated to providing a superior wealth management experien

I provide personalized financial planning that goes beyond the numbers. I will work with you to understand your unique aspirations, whether it’s a comfortable retirement, funding your children’s education, or securing your family’s future.

Independent Financial Planner & Investment Rep | Ex VP @ Stittsville Business Association | Member of Ottawa Estate Planning Council & Financial Planning Association of Canada | I enjoy planning an impactful financial future for families & entrepreneurs.

I work with dentists, professors & government professionals who are in their mid-careers thinking of

Wealth Advisor, IG Wealth Management - IG Wealth Management Inc., Mutual Fund Division

IG Wealth Management Inc. Disclosure: https://www.ig.ca/en/legal/disclosures

We help you build a clear picture of your finances as you approach retirement, so that you can know

The OneLife team specializes in tax-effective solutions for business owners, professionals and retirees, particularly in investment, retirement income and wealth transfer planning.

As a financial planner, I can help you to set financial goals based on what matters to you. Royal Bank of Canada, Royal Mutual Funds Inc