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 87
Showing results: 1 - 20 out of 87
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. 
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
112 Kent St, Ottawa, K1P 5P2
(613) 748-3455
Financial Planner 
Open now
123 Slater St, Ottawa, K1P 5H2
343-987-4789
At Virtual Accountant we are a team of dedicated professionals who are passionate about helping our clients grow their business. We provide all the usual bookkeeping, accounting compliance and tax services you’d expect from a leading Accounting Practice. We provide expert online accounting and bookkeeping services to businesses, non-profit organizations, entrepreneurs and self-employed individuals. Our virtual accounting bookkeeping services are cost-effective means of removing day-to-day challenges involved in completing and managing your accounting tasks, so that you can shift you focus back to running your business. Our virtual accounting and bookkeeping services are as effective as having an on-site accountant, but they provide many additional benefits also. Customers highly praise Virtual Accountant's accountant, Harrison, for his professionalism, knowledge, attentiveness, and ability to explain complex accounting matters in an easy-to-understand manner. Harrison is also commended for his prompt and efficient service, thoroughness, and dedication to finding potential savings for his clients. 
Closed now
333 Preston Street Suite 800, Ottawa, K1S 5N4
(613) 567-9700
financial services, insurance agents, Financial consultant 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
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
350 Albert Street Suite 2100, Ottawa, K1R 1A4
(613) 782-6740
Wealth Management, investment services 
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
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
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) 782-6773
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
220 Avenue Laurier West, Suite 520, CENTRETOWN, Ottawa, K1P 5Z9
613 233 9105
investing, financial planning consultants, Investment Consultation & Advice, Consultants, Financial Planner, Planning, Financial 
Closed now
333 Preston Street, Ottawa, K1S 5N4
+1 613-567-9700
Sun Life Financial’s roots run deep in Canada, where our company began more than 150 years ago. Our business started with the sale of insurance and has expanded to offer wealth solutions and customized health programs to our clients. Today we are an industry leader touching the lives of millions of individuals and thousands of companies across the country – and many more millions of clients around the world. 
360 Albert Street, Ottawa, K1R 7X7
(613) 783-5192
To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing. We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel. If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you. 
360 Albert Street, Ottawa, K1R 7X7
(613) 783-2018
To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing. We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel. If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you. 
360 Albert Street, Ottawa, K1R 7X7
(613) 783-2005
To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing. We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel. If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.