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Ottawa
We are an independent boutique financial services company. We offer integrated holistic solutions including all aspects not just investments insurance and mortgages. With international planning standards and award winning innovative approaches, you won’t believe the difference in efficiencies that are possible, with the application of efficient education and best in class solutions.
Ottawa
We are dedicated to providing investment solutions and strategic financial planning for our clients to help them minimize tax and maximize wealth. Simply put, we strive to be our client's trusted advisor. Our "Advisory Collective", has formed a three way partnership of financial professionals that has expertise in investments, insurance, group benefits and pension plans.
Ottawa
It’s not enough to be covered, you need to be protected. The right life insurance and proper investments can protect you and your family. Savings and life insurance show just how much you love yourself and your loved ones. I’m Muhammed Muksud Khan and I have been an iA Financial Group advisor since 2018. At iA Financial Group, I've gained a wide range of experience, providing me with the knowledge and skills needed to serve our clients with the best quality, care and advice.
Saber
Working with Mr. Muhammed Khan and a very good experience. I felt that Mr. Khan was very knowledgeable and provided all the necessary information that I wanted to know. I choose to open to account through him a TFSA and RRSP.
It has been more than year that I have opened both accounts with Mr. Khan and so far my investments have done very well.
I look forward to possible opening more accounts or even buy an insurance from Mr. Khan someday when the time is right.
Ottawa
I am an Independent Financial Adviser with Candor Financial Group with previous experience in personal wealth management and tailored investment portfolios. I specialize in creating a personal relationship with each of my clients to make sure that no financial concerns go left unaddressed. Whether you are just starting out or you already have a in depth portfolio and need a second opinion I will be able to clearly explain your options and the different paths you might take to achieve your financial and investment goals.
Eva
Lawrence gave us great advice and helped us make some important financial decisions on our mortgage and investments. With so much uncertainty with the mortgage rates and the economy, he shared information on rates and various solutions and strategies, which helped us feel empowered to make a good decision for our specific situation. He has also helped us with RRSP investments and we always walk away feeling more informed and better equipped to handle current and future financial decisions!
Ottawa
Get Answers To Your Retirement Planning Questions For most people, planning for retirement is an important goal and an integral piece of their comprehensive plans. Often times, questions about retirement planning – whether and when to retire – are the sparks to move someone to seek advice and develop a plan
Ottawa
WFG is a financial services brokerage, meaning we don't have any in-house products. This means we focus on your goals and what's important to you and shop around for the best solutions across Canada. We offer assistance with all forms of insurance, investment accounts, and have referral partners for other services such as; mortgages, home/auto insurance, debt management, and even pet insurance.
Ottawa
You'll work with your financial advisor one on one, supported by a branch office administrator helping you every step of the way. Your team will get to know you and your goals, helping you stay on track by building a deep relationship over time.
Ottawa
I am a values-based Financial Advisor and Investment representative offering mutual funds through Quadrus Investment Services Ltd. It is important to me to build a trusting relationship with my clients. I work best with responsible Gen Xers and Baby Boomers who are savers and care about their community. They are typically preparing for or just entering retirement. I also feel it is important for me to give back to the community, and you often find me volunteering my time helping youth.
Ottawa
We are a financial services brokerage with an abundance of companies at our fingertips. We've found that it's never a question of IF we can help someone, rather HOW best we can, and which products and services fit their needs
Ottawa
SunLife Financial has advisors across the country. Jerome Bass has access to numerous estate planners, finance experts, taxation pros and more to add as much value as possible to his clientele and enjoys working with people across Ontario. Call today for a friendly conversation!
Ottawa
A financial professional since 1996, Stephen Cox has over two decades of experience guiding retirees and pre-retirees toward their financial goals through the ups and downs of the economy. The hallmark of his services is his personalized, comprehensive approach. "I emphasize personalized service," Steve says, "because everyone has different financial goals and is best served by strategies customized for his or her unique needs and core values.
Ottawa
We serve high net worth families, professionals, and business owners with a focus on retirees and pre-retirees. Our decades of experience provide you with high quality financial advice and exceptional client care. We are proud to serve families with whom we develop strong, lasting relationships. A key component of improving your financial well-being is engaging the right experts so you can benefit from as many opportunities as possible.
- Multiple Award-winning Financial Advisor - 2022 accepted into MDRT membership - 2021 & 2020 Top 20 DFS Independent Network Advisors in Canada - 2021 Financial Advisor of the Year - 2020 Top Insurance Advisor - What is the difference between working with “an advisor” and a “top financial advisor”? - Our core values of ✔️ Trust ✔️ Care ✔️ Engage ✔️ Learn Range of our services include: ✅ Retirement Planning ✅ Tax Planning ✅ Estate Planning ✅ Education Planning ✅ Investment Advice ✅ Financial Security Planning ✅ Life and Health Insurance Advice & Risk Planning ✅ Wealth Management Solutions for High Networth Individuals ✅ Inter-generational Wealth Transfer planning Have you set your long-term financial goals yet? Do you have someone who is a mentor, coach and your personal financial advisor that you can trust for guidance, expertise and achievement of your financial peace? A trusted financial advisor could boost your retirement savings by 60% and retirement consumption by 25% if you are a late saver. Or if you are a young professional, your retirement savings could be boosted by 55% and retirement consumption by 23% if you had a trusted advisor working with you. (Conference Board of Canada, 2020) We work as that trusted Financial Advisory team, primarily with C-suite executives, Professional business owners, entrepreneurs, realtors, real estate investors and public sector executives to help them achieve long-term financial peace and happiness which comes with that achievement. With my past experience as a Public Sector Employee & Executive, I understand the defined benefit pension plans, extended healthcare benefits, perks and gaps in those plans that I never understood or got guidance on. Similarly, on my Entrepreneurial journey of starting and successfully exiting two out of three ventures, I have seen the highs of being a successful business owner, while still being vulnerable to financial, health and life changes that can alter the course of your journey if not planned well. And as a current real estate investor, I understand the importance of estate planning while building wealth through real estate. This has also helped our team to become experts in advising realtors and real estate investors.
1. Transforming people’s lives by helping them achieve financial peace and happiness.
2. It’s super gratifying when small tips on financial planning bring big positive changes in long-term.
I’m a serial entrepreneur, this being my 4th successful venture on 3rd continent. I had my first business, an advertising agency at the age of 21, sold it at 24 and moved to UK. Then we started our own management consulting firm that was bought over by a larger firm after 4 years in operation. And then a Business Consulting firm in Canada that slowly expanded into Financial Services and is now a full-service top Financial firm.
1. Our core values are the most important asset that differentiate our practice from the others.
CARE
We care for our clients, their families and our communities. Client First is not a buzzword for us, but we live it every moment.
TRUST
Client Confidentiality, treating everyone with Respect, advising with Honesty, Transparency and Integrity are our keys to building trust and long-term relationships with our clients.
LEARN
We believe in Financial Education for our clients, our community and especially our children and youth. We are life-long learners ourselves, continuously updating and upgrading our knowledge.
ENGAGE
We always work in collaboration with our clients. We believe in community engagement and playing our part in nation building and stronger communities.
2. Our range of services, depth of knowledge & expertise, variety of investment & insurance products offered gives you a holistic overview of your financial health, and allows you to choose what’s the best and most suitable for you.
3. The independent nature of our advice means you’re not forced to choose only a particular bank or insurance company to fulfill your needs. Instead, as an independent platform, we have access to 27 life-health insurers, over 80 investment fund companies and thousands of products without any bias towards any particular one.
1. Over 95% of our business is now conducted online, predominantly via Zoom/Microsoft Meetings/Google Meet. Regulatory changes in Investment and Insurance world have now allowed us to use electronic signatures, verifying identity online and other such measures that have made it convenient for both clients and advisors to build relationships remotely. (The only exceptions are some government documents such as RESP grant forms or Transfer forms that still need to be signed, scanned and sent back).
2. We are making it very simple for our clients to communicate with us via email, phone, text, WhatsApp, telegram, Facebook messenger and any other means that clients find convenient for them. This also means much quicker responses to your queries instead of waiting endlessly for an email that may end up in your spam/junk folder.
3. Currently, we serve clients from Windsor, Waterloo to GTA; to Barrie & North Bay; to Kingston, Cornwall and Greater Ottawa region; and Sudbury to many other small northern Ontario towns.
1. Remote meetings, electronic signatures, enhanced communication and use of various electronic/social media to communicate.
2. We still operate out of our office, though most of our administrative staff are still working remotely. We are definitely following the updated guidelines and operating safely out of our offices.
4.97/5.00
based on 120 reviews
The average rating for Bark Financial Advisors in Ottawa is 4.97, based on 120 reviews.
