How to Choose Ottawa’s Financial Advisor

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Living in the bustling city of Ottawa or nearby Montreal gives you access to some of Canada’s best financial advisors. Whether you are just starting your career, planning for retirement, or transitioning to semi-retirement, these local wealth managers can help you achieve your goals. But how do you choose the right one? In this article, we look at some of Ottawa’s top financial planners to find out what sets them apart.

Who is the biggest finance guy?

This model helps to reduce conflicts of interest and allows them to provide unbiased professional advice to their clients. They also focus on financial literacy education to help their clients make informed financial decisions. URL : ex-ponent.com

He has a strong background in personal financial planning, taxation, investments, and estate planning and is experienced in working with individuals in all stages of life. His focus is on helping his clients reach their financial and lifestyle goals through comprehensive, personalized planning.

With a client-centered approach and a full range of wealth management and investment advisory services, Rothenberg Wealth Management solidifies its 5-star rating as an Ottawa financial advisor to consider partnering with in 2022-2023. This fee-only firm follows an evidence-based investing strategy and has a legal fiduciary duty to all their investment clients, ensuring that they always put your interests first.