Financial
Wealth Management
Investments
Insurance
Stock
Annuities
Business
Estate
Mutual Funds
RRSP
Education
Health Benefit
TFSA
Travel
Louisa Y. Leung - TD Financial Planner
457 Hazeldean Rd #Unit 28, Ottawa, Ontario, K2L 1V1, Canada
Ecivda Financial Planning Boutique
260 Hearst Way #102, Ottawa, Ontario, K2L 3H1, Canada
I switched our investments over to Ecivda in Late 2015 after what I considered dismal support from our previous financial planner. I had known Shawn for years and knew he would be a moral, upright and honest person to entrust my retirement investment needs to. Certainly, being a Certified Financial Planner and tailoring my portfolio to my retirement and estate planning needs for Karen and I, was important. The smallest things like getting summarized quarterly reports from Shawn is important to us. I highly recommend Ecivda Financial Planning.
Edward Jones - Financial Advisor: Alberto A Carbo
260 Hearst Way #Ste 314, Ottawa, Ontario, K2L 3H1, Canada
My wife and I used to have our money invested with Scotia McLeod and after several years of seeing our portfolio decline we moved our money over to Edward Jones with Alberto Carbo as our advisor. It has been five years now and our average percentage of return over those five years has been 9%. Alberto's savvy selection of stocks earned us a better return on our money and that has allowed me to make plans for an early retirement. I highly recommend this Edward Jones office with Alberto Carbo as your advisor.
Boyd Financial
11 Scissons Rd, Ottawa, Ontario, K2M 2X3, Canada
Edward Jones - Financial Advisor: Marco S Cesario
60 Colchester Square #8, Ottawa, Ontario, K2K 2Z9, Canada
Edward Jones - Financial Advisor: Robert D Barta
300 March Rd #Ste 101, Ottawa, Ontario, K2K 2E2, Canada
Edward Jones - Financial Advisor: Joe Valpy
245 Menten Place #Ste 103, Ottawa, Ontario, K2H 9E8, Canada
Assante Capital Management Ltd.
301 Moodie Dr #121, Ottawa, Ontario, K2H 9C4, Canada
Money Concepts
2039 Robertson Rd, Ottawa, Ontario, K2H 8R2, Canada
Laidlaw Financial
600 Terry Fox Dr #210, Ottawa, Ontario, K2L 4B6, Canada
Kevin Qi - BMO Financial Planner
499 Terry Fox Dr #Unit 100, Ottawa, Ontario, K2T 1H7, Canada
Greg Boileau - TD Financial Planner
110 Earl Grey Dr, Ottawa, Ontario, K2T 1B7, Canada
Bahram Yazdi - TD Financial Planner
457 Hazeldean Rd #Unit 28, Ottawa, Ontario, K2L 1V1, Canada
Ellas Financial
30 Huntings End Ave, Ottawa, Ontario, K2M 1R3, Canada
Three Degree Wealth Advisory Inc.
260 Hearst Way #102, Ottawa, Ontario, K2L 3H1, Canada
Matt Shipley is the real deal! Knowledge and integrity with a foundation that the client's needs are most important. This is the fifth year I have worked with Matt and he has proven this to me year after year with every interaction. I highly recommend Matt to anyone who wants "client focused" financial management.
Scrivens Insurance and Investment Solutions
300 March Rd, Ottawa, Ontario, K2K 2E2, Canada
Edward Jones - Financial Advisor: Shelley J Benn
1285 Teron Rd #Ste 103, Ottawa, Ontario, K2K 0J7, Canada
McAuley Financial Services - Mutual Funds Provided Through FundEX Investments Inc.
535 Legget Dr #120, Ottawa, Ontario, K2K 3B8, Canada
Heading into retirement planning we needed a financial advisor we could trust and rely on. We moved our investment accounts to Kevin O'Connor. Good move! Kevin and his team at McCauley Financial are responsive and helpful and give us great advice. They really have our back!
Edward Jones - Financial Advisor: Dinakar Vaidya
1821 Robertson Rd #13, Ottawa, Ontario, K2H 8X3, Canada
Great advisor with access to strong corporate financial advice