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  • 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…

  • CIBC Wood Gundy - Brian Lonsdale Website
    613.783.7349
    50 O'Connor St, Ottawa, ON K1P 6L2

    CIBC Wood Gundy provides wealth management and investment advisory services to individuals, families and businesses across Canada. Their portfolio services include personalized investment advice, portfolio construction, and fee-based trading solutions, helping clients achieve financial goals and pl…

  • 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…

  • Rankin Rice Wealth Management Website
    613.729.3146
    1600 Carling Ave, Ottawa, ON K1Y 1B2

    Rankin Rice Wealth Management offers comprehensive financial planning for individuals and families, focusing on retirement, investment, tax, risk and estate strategies. Their personalized approach combines cash‑flow analysis, diversified portfolios and ongoing reviews to help clients achieve long‑t…

  • PWL Capital Inc. Website
    (613) 237-5544
    265 Carling Avenue 8th Floor, Ottawa, ON K1S 2E1

    PWL Capital Inc. provides holistic, full-service wealth management and financial planning services to Canadian individuals and families. Their team helps clients identify meaningful financial goals, offers evidence-based investment strategies, and delivers personalized, comprehensive planning that …

  • 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…

  • Investors Group Website
    (613) 723-7200
    2 Gurdwara Road, Unit 500, Ottawa, ON K2E1A2

    IG Wealth Management provides comprehensive financial planning and wealth management services to Canadian individuals and families across all provinces and territories. Their advisors help with investment strategies, mortgage solutions, insurance, estate and tax planning, aiming to improve clients'…