Best Financial Planner Ottawa Near Me

4worldlovers:
Ryan Lamontagne Inc. is Ottawa's largest fee-based financial planning firm. We specialize in comprehensive financial planning and wealth management. We provide a broad range of services including financial planning, investment advisory services, tax services, and financial education. Our clients include business owners, executives, professionals and retirees. We work with our clients to help them achieve their lifetime financial objectives.


A key advantage of your relationship with Ryan Lamontagne Inc. is that you gain access to professionals who are qualified to provide expert advice on every facet of the financial planning process. Our broad range of expertise means we can provide you with customized solutions that consider your complete financial picture, not just one aspect of it.

We strive to lead the financial services industry in Ottawa by providing our clients with true independent advice that will enable our clients to make well-informed financial decisions. Our years of experience, our technical competency and knowledge, our use of sophisticated technology and our focus on achieving results differentiate us from our competitors.

With continuous innovation in the financial planning industry, we take advantage of expanded planning services and product developments to bring the very best to our clients.

Our office is now ready to receive and process your 2022 tax returns.

Note: Any amount owed by a self-employed individual or their spouse must still be paid by April 30th

4worldlovers:
Your Private CFO is a financial services office established in the National Capital Region (Ottawa-Gatineau) since 1990. Our team’s common goal is to develop close relationships with our entrepreneurial, professional, agricultural and retired clients. While offering a turnkey approach like Family Office, we provide our clients with customized financial solutions tailored to their needs, thus encouraging investment diversification and financial prudence.

Hear what Rolly Laberge, a retired local entrepreneur, has to say about his Your Private CFO, Family Office, experience.

Your Senior Wealth Advisor, Paul Drouin, presents the fall edition of the newsletter: Wealth Builder Click here - Fall Edition

4worldlovers:
Life is constantly changing, which is why you need a plan, and a pro-active advisor, that can adapt with your evolving needs and goals.

We help you create a financial plan – an IG Living Plan – that adapts and changes as your life does.

Our goal? To improve your financial well-being and help you make decisions for today and tomorrow that allow you to embrace all of life’s possibilities.

At IG Wealth Management, financial planning is a group effort. First, we will meet to discuss your immediate goals and long-term objectives. Then our team of experts, who specialize in investment, retirement, tax and life planning and more, will help make sure you’re set up to meet all your life’s goals.

My role is to help you set appropriate planning targets, identify gaps, highlight opportunities and provide you with a comprehensive financial plan that synchronizes all aspects of your financial life, including tax, retirement planning, cash management and more.

4worldlovers:
We are compensated for the time we spend on your financial well-being. That’s it!

At Forest Financial Planning, we equip you with an actionable plan. Your financial plan will be tailored to your situation, and presented in a well detailed yet clear manner.

Our compensation is as transparent as can be. Our only source of revenue is based on the hours we spend on your financial plan. Before we begin working with you we will provide a firm quote for your project and only bill according to our contract. Our conversations with you are not spent trying to sell products or attract more assets, but rather spent educating and giving advice according to your specific goals, financial situation and risk tolerance. We are compensated for the time we spend on your financial well-being. That’s it!

Our goal is to empower you with the knowledge to implement your tailored financial plan with confidence. Throughout your experience with Forest Financial Planning, we will always put a focus on financial education. We also offer virtual personal finance courses to help you take control of your finances with confidence. Whether you are just starting out, or approaching retirement, there is a course for you.

We can meet in-person or virtually. We offer both on-going planning as well as one-time projects. We are located in Centretown Ottawa, at the corner of Bank and Albert Street. If downtown is not convenient for you, we can meet virtually, or at your home, a coffee shop or other location of your choice. We can also accommodate your schedule with evening and weekend meetings to fit into your life.

Whether you are looking to get started on the right foot, or need help to make the best of your complex financial situation, we can help. We make advice available to everyone!

With continuously improving technology and online financial resources, we believe that markets are more efficient than ever. Many research papers from top universities provide strong evidence that active investment managers rarely outperform their appropriate benchmarks, which is why we are strong advocates of low-cost, easy to use, index tracking ETFs.

Alex provides well-informed and agile financial advice; I’m pleased with the results! He helped me create an investment strategy and took the time to understand my life goals and my evolving financial situation; he was able to adjust on the fly. It’s important to note that Alex is paid simply for his advice–he’s not trying to sell you things so he can get commission–you know you are getting good objective advice.

We selected this service based on a web search which rated this Financial service as a top choice in this field and also due to Alex’s bio/previous work experience with a major firm. This gave us access to a highly qualified planner with investment experience from an independent firm, in order to complete a comprehensive review of our retirement plan plus an independent review of our investment portfolio. Alex was a delight to work with and very knowledgeable about all aspects of financial planning and investment strategies. He is such a nice and diplomatic individual, and provided prompt and effective financial guidance.

Alex designed an excellent, comprehensive retirement plan for my wife and I. As beginners in the self directed investment realm, Alex also provided us with easy to understand, sound, financial investment advice. Any follow-up questions we had were always quickly answered. He’s been a pleasure to deal with and we will continue working with him for years to come. This entire experience has been a breath of fresh air compared to dealings with investment advisors whose commissions are based solely on trades within your portfolio.

Alex is an excellent financial planner. He created a comprehensive plan to help us meet every one of our short term and long term goals. He was more than willing to answer all of our questions and we would happily recommend him to anyone that is looking for sound financial advice!

I had a great experience with Forest Financial. I knew I wanted and alternative to traditional broker/planner services, but also wanted professional advice. This was just what I was looking for. Alex was flexible, responsive and tailored his services to what I needed. I’ll definitely be seeking out his services again in the future.

4worldlovers:
With 15 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals.


My commitment to continuous education, as well as completion of required qualifications, has earned me the CERTIFIED FINANCIAL PLANNER designation conferred by the Financial Planning Standards Council.


I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.


Your priorities are important to us. We can work together towards your goals, and can help with:

Work with us to assess and recommend strategies that can help to reduce your tax burden, and:

Reduce your taxable income during your lifetime or upon passing away


We can offer strategies to help you become retirement-ready by discussing questions like:


How much income is needed for the retirement you aspire to?


Estate planning helps ensure your wishes are carried out and is an effective way to benefit your heirs.


Consider using executor services like a corporate executor or Power of Attorney for Property


A financial plan is an in-depth document with many individual parts. By gaining an understanding of your needs, we help to ensure that your plan reflects your current financial situation and defines your goals, the timelines for targeting them and the steps you need to take to get there.


Your hopes and expectations are at the heart of your financial plan.

That’s why at TD Wealth Financial Planning we take the time to discover and appreciate your needs, and include them in any discussion of your goals, so that together we may set a course for the future that you envision for yourself and your family.

The goals and dreams you and your family share for your work and career, well-being, home, lifestyle and legacy.

Over time, you may find that your needs and goals change. TD Wealth Financial Planning has the expertise to help you stay on track. As we continue to meet with you, we’ll introduce new strategies to adapt your financial plan to those changes. We look forward to developing a relationship with you in order to understand your goals and aspirations and design a plan that continues to meet your current needs and future goals.

Discover what truly matters to you. We can offer planning and advice that can grow and evolve with you.

When Tim and Patty were faced with a life-altering event, their TD Wealth advisor helped them through the deeply personal aspects of legacy planning. Hear, in Tim's words, how their TD Wealth advisor took the time to understand their vision and helped establish a legacy in Patty's honour that will inspire students for years to come.

Steve and Lee-Ann know that the path to retirement has many twists and turns. They found that having the right TD Wealth advisor to help answer their questions, even the ones they didn't know to ask, can help uncover new possibilities. Find out how personalized retirement planning helped this couple retire earlier and make up for lost time.

Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.