Reliable Ottawa Advisors

Reliable Ottawa Advisors top financial planner firms in Ottawa have a proven track record of helping their clients reach their goals. They also have an excellent client retention rate and offer competitive fees. They are transparent about their services and fee structure and provide their clients with a written agreement that details everything they will do for them, including how much they charge.

In addition, these financial planners have professional designations that require continuing education and renewals. This ensures they are up to date on industry trends and best practices. In addition, many of them have Errors and Omission insurance which protects you in case they make a mistake while working with you.

What is the best Retirement Planning Tool?

One of the top-rated financial planners in Ottawa is Polaris Wealth. This firm is independent and offers a fee-based investment model. Their team follows an evidence-based approach to investing and is a fiduciary to their investment clients, meaning they are legally committed to putting their clients’ interests first.

Another well-rated firm is Rothenberg Wealth Management. This Montreal and Ottawa wealth management firm has a team that is dedicated to providing unbiased, holistic financial planning services. Their extensive capabilities include investments, estate and retirement planning, tax minimization strategies, and more.

In addition, this firm has a robust investment platform that provides access to low-cost, high-quality investments. This allows them to find the best investments for their clients’ unique situations and goals. The firm has a client-centered approach and is dedicated to building long-term relationships. They are also open to discussing a wide range of investment options and have a variety of fee structures.