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  • Trimaran Financial Ltd. Website
    613.744.1011
    680 Montreal Rd, Ottawa, ON K1K 0T3

    Trimaran Advisory Group provides financial advisory services to family-owned businesses and self-employed professionals in Ottawa and across Canada. They focus on wealth and estate planning, succession strategies, and protecting family legacies through tailored financial solutions and collaborative…

  • Potvin, Rowland Financial Services Website
    613.235.1586
    175 Holland Ave Suite/Unit Ste 300, Ottawa, ON K1Y 0Y2

    Kevin Potvin & Michael Rowland are independent financial advisors serving investors in the Ottawa, Ontario area.

  • Clearstone Wealth Advisors Inc. Website
    613.523.1999
    1145 Hunt Club Rd, Ottawa, ON K1V 0Y3

    Clearstone Wealth Advisors Inc offers holistic financial planning and investment management services, aiming to be a trusted advisor for clients. They focus on understanding individual goals to develop tailored plans, emphasizing tax-efficient strategies and a collaborative team approach. Their ser…

  • Sirius Financial Services Website
    613.231.8603
    101-334 Maclaren St, Ottawa, ON K2P 0M6

    Sirius Financial Services was started in 1991 by Susan St. Amand. Susan ’s vision was to build an unique independent value-based financial service business providing financial information and advice based on specific client objectives. CLIENTS Our clients include individuals, entrepreneurs and inve…

  • Moore Financial Website
    613.725.1515
    1101 Prince of Wales Dr, Ottawa, ON K2C 3W7

    Jeremy D. Moore President of Moore Financial, Financial Advisor with Manulife Securities Investment Services Incorporated Born and raised in Ottawa, ON, Jeremy has been the president of Moore Financial since 2010. He is a 3rd generation financial advisor who has been in the business since 1994. Jer…

  • Canada Retirement Information Center Website
    800.524.7743
    1827 Woodward Dr Ste 212, Ottawa, ON K2C 0P9

    "The Canada Retirement Information Centre is a Financial Services Corporation with a pledge to excellence. We provide clients with customized retirement solutions that will succeed even during the most challenging of times by offering financial concepts and products that provide security, flexibili…

  • Al-Mulla CAs Professional Corporation Website
    (613) 699-0023
    B13 - 2285 St. Laurent Blvd, Ottawa, ON K1G 4Z5

    Al-Mulla CPAs provides professional chartered accounting services in Ottawa, serving small and mid-sized businesses, individuals, and other accountants. They offer bookkeeping, tax planning, corporate and personal tax compliance, and financial consultation, emphasizing transparent pricing, secure o…