Are you looking for a financial planner in Ottawa Ontario? Well look no further! We have you covered with our hand picked list of top 10 financial planners in-and-around the Ottawa area.
Ottawa is a vibrant, wealthy city and there are no shortages of successful, trustworthy financial planners to help you reach your goals, and achieve your dreams.
If you have comments or would like to suggests edits to this list, feel free to contact us here.
Andrew is a licensed Life Insurance Broker and Registered Retirement Consultant-RRC® helping Ottawa and Orleans families since 2011. Combining this with his previous career at the Canada Revenue Agency and a Business Diploma from Algonquin College, enables him to help a wide range of individuals, families and businesses. He was born and raised in Orleans where he still lives with his wife and 3 boys.
Having earned the Registered Retirement Consultant-RRC® designation from the Canadian Institute of Financial Planning he can provide a detailed look at how you plan for retirement, how you use your financial assets during retirement, and how you make financial decisions related to retirement and provide a detailed look at the estate planning process and the many considerations and strategies involved in developing an estate plan.
My primary goal is to simplify your financial life. I combine investment management and holistic planning to provide total wealth management for my clients. Together, we’ll piece together a financial picture and investment strategy to meet your goals, and give you greater confidence in your future. From budgeting to advanced retirement projections, and everything in-between, we’ll piece together a financial plan that evolves with your ever-changing needs.
Ayana Forward founded Retirement in View to provide clients with objective financial advice in an environment free of sales pressure.
As a Fee Only Certified Financial Planner (CFP), Ayana does not sell financial products so there are no third party conflicts and she can truly work in your best interest.
Ayana has been featured as a financial expert in The Globe and Mail, Financial Post, MoneySense, CBC, Global News and more.
Chris Ryan is a Financial Planner with Ryan Lamontagne Inc. Chris completed a Bachelor’s of Commerce Degree with a specialization in finance at the University of Ottawa. He is also a holder of the Certified Financial Planner (CFP®) designation and the Chartered Financial Analyst (CFA®) designation. Chris is fluently bilingual, having completed most of his early education in French.
After completing his university education Chris worked briefly for the Canada Revenue Agency. He was then recruited by one of Canada’s major chartered banks where he worked his way to the role of Senior Financial Advisor. After several years with the bank he made the transition to Ryan Lamontagne Inc. He brings with him a specialization in financial planning, investment management, tax planning and he is an expert on the Government of Canada Superannuation Pension Plan.
Chris is passionate about financial planning which is why he’s a strong advocate for the fee-based financial planning model. He believes that financial advice and recommendations should be independent of sales targets and financial products. Fee-based advice allows him to provide his clients with the best advice possible. He particularly enjoys being able to get to know his clients as he is developing their in-depth and personalized plans.
Chris loves staying active and spending time outdoors. He particularly enjoys trips to the cottage, home renovations, playing hockey and golfing.
Before joining Money Coaches Canada in 2014, Janet worked as a full-service Certified Financial Planner® with a major Canadian financial institution for 13 years. Her specialized knowledge in both business and retirement issues has made her a go-to-expert for media outlets such as CBC, CTV, Global, The Globe and Mail, and MoneySense.ca and The Canadian Money Saver magazine. She can be seen regularly on CTV Ottawa Morning Live.
In 2009 she founded the Ottawa chapter of the Canadian Association of Retired Persons (CARP) which is now 10,000 local members strong. Her work as Chapter Chair to 2016 brought her in front of Senate and Commons committees and into conversations with many sector and community leaders. She is a Certified Professional Consultant on Aging (CPCA), an Elder Planning Counsellor (EPC) and a sought after speaker on financial planning and challenges in retirement.
Seeing the powerful shift that money mastery makes in people’s lives and businesses is what brings Janet the greatest satisfaction in her work.
“I strongly encourage clients to stay connected to their money and their financial goals.” Life is always transitioning; a business owner always has to adapt to change; retired people will have different needs in early retirement than they will have in later years; families transition through many stages starting with childcare through to higher education costs (and much in between). “With a well-planned ‘financial operating system’, you can adapt to these sorts of change with ease. An important role I serve is regularly checking in with clients, reviewing progress against their goals and being proactive and anticipating any transitions ahead.”
Janet is equally passionate about serving the needs of small business owners and entrepreneurs in her community. Janet has been a member of the Orleans Chamber of Commerce (now Ottawa Board of Trade) since 2001, winning the distinction of Financial Services Person of the Year twice. She has participated in many business development events, including “Dragon’s Den” style pitch opportunities for entrepreneurs to receive input on their concepts and business plans and she regularly acts as a mentor to new entrepreneurs. As an advocate of financial literacy, Janet has participated several times as a volunteer with Junior Achievement and speaks often to audiences on the topic of improving the financial knowledge base of all Canadians.
Judith Cane is Canada’s Money Coach and has worked in the financial services industry for 27 years. As a result, she has worked with hundreds of clients to create a clear picture of their financial situation. She helps build a realistic spend and save plan. Next, she helps implement a “Get Out of Debt and Stay There” strategy and clients can achieve their financial goals.
Canada’s Money Coach is a high-energy straight talker. She encourages participants at her many workshops to face their financial reality head-on and take control of their cash flow. Most of all, she encourages you to look at money differently to see the powerful role that money management brings to define and realize your dreams.
The founder and principal of CLDI is Margaret (Peggy) Cameron, CFP (Certified Financial Planner), R.F.P. (Registered Financial Planner), MBA, a noted and respected financial specialist with an background in business, financial and retirement planning as well as income tax planning.
Peggy’s passion for sharing knowledge became a business helping people achieve their goals – both financial and personal. She is often consulted by the Globe and Mail, Investment Executive, and MoneySense Magazine for their family profile sections.
Peggy’s personal goals currently include achieving a third-degree black-belt in TaeKwon Do and singing jazz standards outside the shower.
Mathew Hall has over a decade of experience with one of the largest Canadian financial institutions helping private clients with their banking, credit, and investment management strategies.
Mathew Hall obtained his Chartered Financial Analyst (CFA) Charter and the Certified Financial Planner (CFP) designation. He is a member of the CFA Institute and the CFA Ottawa Society. Mr. Hall provides customized, in-depth investment advice, insurance strategies and financial planning for clients and their families.
Areas of expertise include planning for business owners, individuals with disabilities, ex-pats, inter-generational wealth transfers, retirees and those approaching retirement, and charitable bequests.
Originally from St. John’s, Newfoundland, Richard Predham has been in the financial services industry for 12 years since obtaining his business degree.
Richard has worked in various personal financial planning and business advisory roles throughout Canada with large financial institutions for his entire career.
Richard created Impact Financial Planning as a way to provide clients education and financial planning on a fixed fee basis, promoting low cost investing outside of the standard high fee models currently offered by most wealth management companies in Canada.
He is a Certified Financial Planner® (CFP®) professional. These professionals have demonstrated the knowledge, skills, experience and ethics to provide holistic financial planning strategies and solutions at the highest level of complexity required of the profession.
When not working, Richard enjoys travelling, cooking, board games, golf and spending time with his wife Katie and son Jake.
Shannon Boschy began his career in finance in 2001. He spent more than fifteen years with Canada’s largest Financial Planning firm helping clients with their investment, insurance and mortgage planning needs.
Shannon Boschy obtained his Certified Financial Planning (CFP) designation in 2007. He is a goal-based financial advisor who provides comprehensive Financial Planning services to successful professionals and business owners.
He has specific expertise helping US Citizens navigate complexities related to building wealth in Canada such as PFIC, FBAR and FATCA issues. He is also completing advanced designations in Business Succession and Intergenerational Wealth-Transition planning.
He advises in ethical ESG Investing strategies (Environmental, Sustainable, Governance) and SRI (Socially Responsible Investing) strategies.
Stevan’s career in the financial services industry began in 2006 in Montreal, at the University Avenue branch of TD Canada Trust. By 2007, he returned to Ottawa and joined MD Management, a subsidiary of the Canadian Medical Association. During his time at MD, Stevan was Certified in Investment Management (CIM) and started on the path to completing the requirements for the Chartered Financial Analyst® designation, having successfully completed that journey in the summer of 2012. The CFA® designation is recognized as the world-wide Gold Standard in the financial services industry.
“By demystifying personal finance, we strive to give you a sense of security, control and independence in all your financial affairs. We want our clients to walk away with a full understanding of their retirement, and financial picture.”
In 2011, Stevan joined Ryan Kerr and established Astrolabe Financial Group. In doing so, his hope is that this organization can bring affordable fee-for-service financial planning to the masses. Everyone works hard for their money, and deserves to have some peace of mind with issues surrounding their personal finance. Furthermore, the average person should have access to unbiased, professional advice to have their money work for them and to better understand the financial concepts that seem so foreign to many.
Stevan has a Bachelor of Commerce from Concordia University and holds the CFA®charter, awarded by the CFA® Institute. With his team at Astrolabe Financial Group, Stevan contributes to increasing financial literacy in his community.