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  • Robustion Technologies Inc. Website
    (613) 567-4661
    2 124 Goulburn Avenue, Ottawa, ON K1N 8E1

    Robustion Technologies Inc. helps entrepreneurs turn technical, product, or business ideas into marketable offerings. It provides product development, engineering design, prototype refinement, manufacturing support, intellectual property strategy, patent searches, and financing assistance. The firm…

  • Daniel Saikaley, CA CFP - CIBC Wood Gundy Website Contacts
    (613) 783-4674
    800-50 O'Connor St., Ottawa, ON K1P 6L2

    CIBC Wood Gundy provides wealth management and investment advisory services to individuals and families across Canada. Their portfolio services include personalized investment advice, fee-based trading, and comprehensive financial planning to help clients achieve long-term financial goals. The firm…

  • Ryan Lamontagne Inc. Website Contacts
    (613) 596-3353
    1565 Carling Avenue Suite 602, Ottawa, ON K1Z 8R1

    Ryan Lamontagne Inc., established in 1994, is a boutique financial planning firm serving affluent individuals and families in Ottawa. They offer comprehensive wealth management through financial planning, investments, and tax minimization, catering to business owners, executives, professionals, and…

  • 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…

  • 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…

  • Onelife Wealth Management Inc. Website
    613.741.5460
    1223 Michael St Ste 301, Ottawa, ON K1J 7T2

    OneLife Wealth Management specializes in providing holistic financial planning services to established Canadian families, focusing on portfolio management, insurance, estate planning, and group benefits. Their team of experienced planners and advisors offers personalized, proactive advice to help c…

  • Kenneth C. Pope - Barrister, Solicitor, LLB, TEP Website
    (613) 567-9724
    600-251 Bank St,, Ottawa, ON K2P 1X3

    Kenneth C. Pope Law specializes in Henson Trusts, estate planning, and guardianship for families with members who have disabilities or special needs. With over 40 years of experience, the firm assists clients in Ontario and across Canada, ensuring that inheritances do not disqualify recipients from…

  • Term-Mart Insurance Agency Website
    (613) 728-2283
    370 Churchill Avenue North, Ottawa, ON K1Z 5C2

    Term/Mart Insurance Agency Ltd. provides a range of life insurance products—including term, whole life, and universal policies—alongside disability, critical illness, and long‑term care coverage. It also offers financial planning and investment solutions for individuals and businesses throughout Ot…

  • Boyer & Boyer, CPA Website
    (613) 747-8494
    1 Rothwell Drive, Ottawa, ON K1J 7G3

    Boyer & Boyer, CPA provides Chartered Professional Accountant services to individuals and businesses in Ottawa and surrounding regions. They offer tax preparation, corporate and personal tax planning, accounting, bookkeeping, audit, assurance, and advisory services. Their bilingual team assists cli…

  • Kurt Lucier - Raymond James Ltd. Website
    (613) 788-2175
    45 O'Connor Street, #750, Ottawa, ON K1P 1A4

    Lucier Wealth Management provides comprehensive financial planning and advisory services to individuals and retirees in Ottawa. They offer investment guidance, retirement income strategies, estate and legacy planning, tax planning, and healthcare cost analysis, focusing on personalized education an…