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Find a Financial Advisor in Ottawa

Ottawa's federal workforce, growing tech sector, and diverse population create distinct financial planning needs. Whether you're saving for retirement in the National Capital Region, managing income from government employment, or planning for your family's future, a qualified financial advisor can help you navigate tax-efficient strategies and investment decisions. The advisors listed here offer services ranging from comprehensive financial planning to investment management and retirement consulting. Each has been verified to operate in the Ottawa area.

Based on 30 financial advisors in Ottawa

Sources
30Listed

Listings are gathered from public sources. Listings our team has checked against the business’s own information are marked “Reviewed listing”. How it works →

Updated October 2026

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30 Financial Advisors in Ottawa

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Nº 10 OF 30
FF

FinWise Financial

Listed on Experts.ca

Financial Advisors · Located in Ottawa

Website
5.039 Google reviews · details
Financial Advisors
Nº 22 OF 30
PW

Penta Wealth

Listed on Experts.ca

Financial Advisors · Located in Ottawa

Website
5.014 Google reviews · details
Financial Advisors

Frequently asked questions

How do I choose a financial advisor in Ottawa?
Compare financial advisors on Experts.ca by reading customer reviews and confirming licensing where applicable. Look for transparent pricing, clear communication, and providers experienced with the kind of work you need done.
How are the financial advisors on Experts.ca reviewed?
Listings in our Ottawa directory are gathered from public sources. A listing our team has checked against the business's own information is marked “Reviewed listing”; not all listings have been reviewed yet. Credential verification is a separate, stricter tier — businesses that complete it carry a Verified badge. See our review process for details.
How much does it cost to hire a financial advisor in Ottawa?
Pricing varies by job complexity, materials, and provider. Most listings offer free quotes — request two or three to compare. Experts.ca does not set prices and is not a party to any work agreements between you and a listed business.

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