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List Of All retirement planning service Leads in Ottawa

This page lists 20 retirement planning service in Ottawa, each with an address, phone number, and rating where available. Ratings run as high as 5.0★ (held by McAuley Financial Services), with an average of roughly 5.0★ across all listings. Details were last refreshed 8/29/2026, so you can browse with confidence and reach out directly to the ones that fit.

20 results · last updated 8/29/2026

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CompanyAddressRatingPhoneEmailWebsiteSocial
McAuley Financial ServicesFinancial planner
515 Legget Dr Ste 930, Ottawa, ON K2K 3G4, CanadaView on Google Maps
5.0(102)
+*6***9**900View in Leads Searchka****@m***************.comView in Leads Searchmcauleyfinancial.com/-
🥇 Aspire Wealth GroupFinancial planner
160 Terence Matthews Crescent Unit A, Kanata, ON K2M 1X4, CanadaView on Google Maps
5.0(64)
+*6*****8*84View in Leads Searchin**@a***********.caView in Leads Searchwww.aspirewealth.ca/
InstagramFacebook
Forest Financial Planning Inc.Financial Advisor
115 Bank St Ste 23B, Ottawa, ON K1P 5N5, CanadaView on Google Maps
5.0(44)
+*6****6**62View in Leads Searchal**@f**********************.caView in Leads Searchforestfinancialplanning.ca/-
Retirement in ViewFinancial planner
240 Catherine St Ste 201, Ottawa, ON K2P 2G8, CanadaView on Google Maps
5.0(37)
+*6****69*93View in Leads Search-www.retirementinview.ca/-
Been There Financial PlanningFinancial planner
Esprit Dr, Ottawa, ON K4A 4G3, CanadaView on Google Maps
5.0(10)
+*6**79*6*39View in Leads Searchso*******@b*****************.comView in Leads Searchwww.beentherefinancial.com/
FacebookX (Twitter)
Your Private CFO Family Wealth/ IA PrivateWealthFinancial advisor
343 Preston St 11th Floor, Ottawa, ON K1S 1N4, CanadaView on Google Maps
5.0(6)
+*6****96*45View in Leads Search-www.yourprivatecfo.com/
Facebook
RocheBanyanFinancial planner
5310 Canotek Rd, Gloucester, ON K1J 9N5, CanadaView on Google Maps
5.0(5)
+*6**7*9**27View in Leads Search-www.rochebanyan.ca/-
Retirement by DesignFinancial planner
880 Lady Ellen Pl Unit 200, Ottawa, ON K1Z 5L9, CanadaView on Google Maps
5.0(5)
+*6**8*97874View in Leads Search-www.retirementby.design/
LinkedInInstagramFacebook
Impact Financial Planning Inc.Financial Advisor
1730 St. Laurent Blvd #800, Ottawa, ON K1G 5L1, CanadaView on Google Maps
5.0(3)
+*6***778*72View in Leads Searchri*****@i**************.caView in Leads Searchwww.impactfinancialplanning.ca/
X (Twitter)
Rockcliffe Wealth AdvisorsFinancial planner
2460 Lancaster Rd, Ottawa, ON K1B 4S5, CanadaView on Google Maps
5.0(1)
+*6*****7852View in Leads Searchva**@e***************.pbzView in Leads Searchwww.rockcliffewealth.com/-
Ottawa Asset Management IncFinancial planner
100 Sparks St. #802, Ottawa, ON K1P 5B6, CanadaView on Google Maps
5.0(1)
+*6**7*87770View in Leads Search-ottawacfp.ca/
LinkedInFacebook
Potvin Financial Services Ottawa (Nepean)Financial Advisor
Unit #320, 117 Centrepointe Dr, Ottawa, ON K2G 4N6, CanadaView on Google Maps
4.9(83)
+*6*****6*61View in Leads Searchin**@p**************.comView in Leads Searchpotvinfinancial.com/-
MDL Financial Group - Financial Planner Ottawa, CFP, Insurance BrokerFinancial planner
78 George St Ste 204M, Ottawa, ON K1N 5W1, CanadaView on Google Maps
4.9(56)
+*6****69649View in Leads Searchin**@m****************.caView in Leads Searchmdlfinancialgroup.ca/services/financial-planner-ottawa-ontario/
LinkedInFacebookX (Twitter)
Ecivda Financial Planning BoutiqueFinancial advisor
68 Chamberlain Ave. #200, Ottawa, ON K1S 1V9, CanadaView on Google Maps
4.9(53)
+*6***9***37View in Leads Search-www.ecivda.com/
LinkedInInstagramFacebookX (Twitter)YouTube
Rankin Rice Wealth ManagementFinancial Advisor
1600 Carling Ave, Ottawa, ON K1Z 0A1, CanadaView on Google Maps
4.9(44)
+*6**7*9**46View in Leads Search60******************************@s**********.wixpress.comView in Leads Searchwww.rankinricewealth.com/
X (Twitter)
Mitch McLean CFP, Financial and Investment AdvisorFinancial planner
1565 Carling Ave, Ottawa, ON K1Z 8P9, CanadaView on Google Maps
4.9(15)
+*6**7*8**01View in Leads Searchte********@m***********.comView in Leads Searchwww.mitchmclean.com/
FacebookX (Twitter)
Financial Health PartnersFinancial planner
2725 Queensview Dr #600, Ottawa, ON K2B 0A1, CanadaView on Google Maps
4.8(42)
+*6***69**05View in Leads Searchin**@f*********.caView in Leads Searchfinancialhealthpartners.ca/
Facebook
Astrolabe Financial Group Inc.Financial Advisor
1775 Courtwood Crescent #202, Ottawa, ON K2C 3J2, CanadaView on Google Maps
4.8(15)
+*6**866**44View in Leads Searchin**@a*****************.caView in Leads Searchastrolabefinancial.ca/
Facebook
Polaris Wealth - Division of Polaris Financial Inc.Financial Advisor
343 Preston St #1100, Ottawa, ON K1S 1N4, CanadaView on Google Maps
-+*6**7****04View in Leads Searchin**@p************.caView in Leads Searchpolariswealth.ca/-
Future Financial Planning GroupFinancial planner
370 Churchill Ave N Ste 201, Ottawa, ON K1Z 5C2, CanadaView on Google Maps
-+*6**7*8**89View in Leads Search-futurefinancial.com/
LinkedInX (Twitter)

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