Whether you live in Canada’s capital city, Ottawa, or nearby Montreal, a trusted financial advisor ex-ponent can help you make the most of your money. A professional can create a strategic plan to help you build wealth, protect your finances from unexpected events, and ultimately enjoy a secure retirement. However, it’s important to find an advisor who fits your personality and financial needs. That’s why we compiled this list of the top-rated Ottawa and Montreal financial advisors.
Who are the top 5 financial advisors?
Fee-only financial planners (sometimes referred to as independent financial advisors) are compensated through client fees only. They do not accept commissions or other forms of compensation from 3rd parties that sell investment products, which helps reduce inherent conflicts of interest.
A team of experts:
Their fee-based advisors in Ottawa follow an evidence-based approach to investing and hold several industry-recognized certifications. This allows their clients to benefit from the collective expertise of their entire advisor team.
The firm uses a holistic strategy that includes planning for retirement, purchasing real estate, financing children’s education, and more. Their client-centric philosophy and comprehensive services give them a 5-star rating as one of the best wealth management firms in Montreal and Ottawa.