Financial Consultants in Somerset, Ottawa, ON
Find accurate info on the best financial consultants in Somerset, Ottawa. Get reviews and contact details for each business, including phone number, address, opening hours, promotions and other information.
Showing results: 1 - 20 out of 126
Showing results: 1 - 20 out of 126
Results from the 'Financial Consultants' category in Somerset, Ottawa
Closed now
270 MacLaren Street, Centretown, Ottawa, K2P 0M3
+1 613-236-9101
Scrivens has been offering expert advice for all insurance and investing matters since 1930! As a rare third-generation family business, we understand the importance of protecting your assets, whether short- or long-term.With a wide variety of services, Scrivens takes the team approach to advising our customers. We have expert professionals in all fields from home and auto insurance to business liability insurance, to key person life insurance.Let's set up a consultation meeting to discover some of the areas of risk for you, your family, and your business. 613-236-9101 
Scrivens Insurance and Investment Solutions in Ottawa received numerous praises from customers for their excellent and prompt service, with agents Paige and Andrew specifically mentioned for their professionalism, knowledge, responsiveness, and ability to provide competitive and comprehensive insurance packages. Some customers shared their experiences of significant savings on their insurance policies. Overall, customers expressed high satisfaction and recommended Scrivens and their agents to others. 
Closed now
180 Kent Street, Ottawa, K1P 0B6
+1 613-237-9331
BDO Canada LLP is a leading provider of professional services to clients across a variety of sectors and segments. For over 100 years, our team has served communities across Canada through an integrated service offering including accounting, assurance, tax, and consulting services. This is complemented by deep industry knowledge and positions BDO to advise clients with both domestic and global needs. Our people-first approach to our talent experience has earned us multiple awards, including a spot among Canada's Top 100 Employers for 2025. 
Closed now
200 Catherine Street, Ottawa, K2P 2K9
+1 613-366-5222
At Kelvin Chong Life Insurance Brokers, we believe that insurance isn't just a policy, it's a partnership. Effective risk management evolves as your life does. For over five decades, we've been helping individuals and businesses protect what matters most through thoughtful planning and personalized insurance solutions. 
Closed now
350 Albert Street, Ottawa, K1P 6M8
+1 613-236-9191
Welch LLP is a Ottawa based Chartered Public Accounting firm that has deep roots in the Ontario & Quebec communities it serves. 
Open now
Ottawa
Scryptural Finance Inc. is a fully digital Canadian fintech specializing in automated debt consolidation and instant credit restructuring, powered by artificial intelligence. We have developed an exclusive technology currently under patent review, known as the Scryptural Credit, delivered through the world's first Intelligent Credit Wallet: Scrypta™. Unlike traditional lending or balance transfers, our system issues a locked restructuring credit, strictly allocated to repay existing credit without any additional debt. Our mission: to empower Canadians with a fast, ethical, and fully digital path to financial freedom - free from hidden fees and debt traps. 
Closed now
334 MacLaren Street, CENTRETOWN, Ottawa, K2P 0M6
(613) 231-8603
Consultant, Retraite et Planification financière, Planificateurs financiers, Dealers, Financial Planner, Financial Planning Consultants, Finances et Légal, Investment Consultation & Advice, investing, Security & Commodity Brokers, Exchanges 
Closed now
333 Preston Street, Ottawa, K1S 5N4
+1 613-564-4800
Whatever your wealth needs, RBC Dominion Securities offers comprehensive investment management services and solutions to help you build, maximize, and preserve your wealth. Our Investment Advisors collaborate with financial specialists from RBC Wealth Management to develop personalized strategies that help you protect your wealth and achieve your financial goals. For Canadian residents only. Please direct all complaints to your Investment Advisor. 
Closed now
238 Argyle Ave, GLEBE - DOWS LAKE, Ottawa, K2P 1B9
(613) 219-8404
Planning, Financial, Consultants, Financial Planner, security brokers, dealers, investing, Security Brokers Dealers Customers describe Argosy Securities Inc's financial consultants, specifically Marinos, as knowledgeable, skilled, and accurate in their work. They praise the positive outcomes from their treatments, such as pain relief, improved mobility, and even prevention of future issues. Many express gratitude for the professional and courteous demeanor, as well as the overall cleanliness and friendly environment. Some customers have experienced significant improvements after just a couple sessions. 
Closed now
333 Preston Street Suite 800, Ottawa, K1S 5N4
(613) 567-9700
financial services, insurance agents, Financial consultant 
Closed now
350 Albert Street, Ottawa, K1R 1A4
(613) 563-0991
Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of your life—your family, your business, your future—one facet at a time. Together with your relationship manager, our Scotia Wealth Management specialists bring their skills and expertise to the consideration of what you’ve accumulated—and how best to administer it through life’s changes. From financial counsel on managing your wealth to careful contemplation of how to transfer it to future generations, it’s your thinking combined with our thinking, to create Enriched Thinking. 
Closed now
251 Laurier Ave W, Ottawa, K1P 5J6
(613) 691-4270
Debt problems? There are options other than bankruptcy, such as a Consumer Proposal. Contact a local Licensed Insolvency Trustee in Downtown Ottawa for a FREE consultation. 
Closed now
480 Somerset St W, Ottawa, K1R 5J8
(613) 236-0781
Our insurance plans are tailored to fit your unique needs at affordable rates. Core hours are 9-5 M to F. Please connect with the office to verify available extended hours and weekends. 
Closed now
112 Kent St, Ottawa, K1P 5P2
(613) 748-3455
Financial Planner 
Closed now
112 Kent St, unit 710, Ottawa, K1P 5P2
(613) 224-8452
The talented team at Moore Wrinn Financial Group draws upon over 85 years of combined experience in providing personalized planning service to reflect the unique financial needs and dreams of each individual client. Our advisors are committed to understanding the various aspects of complete financial planning and bring a wealth of expertise that ensures we’re always prepared to cater to your individual financial situation. As our first priority, your specific financial needs - and dreams - are the basis upon which we build a financial plan tailored uniquely to you. Specializing in the needs of professionals, trades people and small business owners, Moore Wrinn Financial Group Inc. represents London Life Insurance Company and a range of leading financial companies in creating long-term plans for financial security. 
Closed now
180 Elgin Street, Suite 1302, Ottawa, K2P 2K3
613-747-2458
Exponent believe that combining a sound financial plan with a tailor made portfolio is the key to financial success and peace of mind. We are portfolio managers and financial planners. Our approach is always one of full transparency. All our clients benefit from on-line access to a best of breed portfolio management system, where they can track their portfolio progress and create their own reports. This platform is the exact same one we use to oversee your investments so that our client conversations can be based on current and shared information, for precise and constructive results. We have nothing to hide: what you pay for our services and how we perform for you over the life of your portfolios is available 24/7. We have no products to sell and no sales commissions. We get paid in simple and understandable way: we charge management fee based on a percentage of the portfolio, that is to say, if you do well, we do well. 
Closed now
55 Metcalfe Street, Ottawa, K1P 6L5
Bank, Business consultants, Financial services 
Closed now
115 Bank Street, Ottawa, K1P 5A5
+1 (613) 663-7991
Fee-only financial planning. We do not manage money. We do not sell products. We provide unbiased advice. Forest Financial Planning's clients praise the expertise and attentiveness of financial advisor Alex. He takes the time to understand each client's unique financial situation and goals, providing personalized advice and guidance. Alex's unbiased approach and thorough understanding of financial concepts are appreciated, with many clients commenting on his ability to make complex topics clear. His tailored financial plans have helped clients feel more confident in managing their money, and several have recommended his services to others. 
Closed now
350 Albert Street, Ottawa, K1R 1A4
(613) 782-6704
Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of your life—your family, your business, your future—one facet at a time. Together with your relationship manager, our Scotia Wealth Management specialists bring their skills and expertise to the consideration of what you’ve accumulated—and how best to administer it through life’s changes. From financial counsel on managing your wealth to careful contemplation of how to transfer it to future generations, it’s your thinking combined with our thinking, to create Enriched Thinking.