4 Best Gold IRA Investment Companies Near Me in Ottawa, ON – Investment Opportunities & Options for Your TFSA or RRSP Account
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Retirement in View
ADDRESS: 240 Catherine St Ste 201, Ottawa, ON K2P 2G8, Canada
NUMBER: +1 613-416-9593
DESCRIPTION FROM BUSINESS: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Benefits Retirement, Cash Flow Planning, Comprehensive Financial Planning, Comprehensive Retirement Planning, Estate Planning, Fee Only Financial Planning, Firm Retirement, Pension Projections, Portfolio Management, Retirement Planning Strategy
OFFICE HOURS
Mon 9:30 AM – 5:00 PM Tue 9:30 AM – 5:00 PM Wed 9:30 AM – 5:00 PM Thu 9:30 AM – 5:00 PM Fri 9:30 AM – 5:00 PM Sat CLOSED Sun CLOSED >>> BEST CUSTOMER REVIEWS
REVIEW #1 – My wife and I were looking for unbiased advice regarding our retirement strategy over the next 3 to 5 years. Ayana was the prefect choice for our situation. She was very easy to speak to and set us at ease with her collaborative approach. Ayana provided excellent advice and reduced our anxiety regarding some important decisions that we needed to make. We were uncertain if we could afford to retire in 3 years and Ayana was able to show us different scenarios including retiring in a shorter period of time if desired. She also provided some guidance with respect to our investment strategies. We have moved from high fee mutual finds to a self directed investment plan. I am confident that we are now on the right path. – Steve Lowe
REVIEW #2 – We could not be more satisfied with the financial advice we received from Ayana – she is thoughtful, really takes time to understand your goals (and anxieties!), develops a plan with options and is available for follow up. Costs are clearly laid out on her website, there were no hidden surprises and absolutely no attempt to sell us financial instruments from which she would receive a commission. That was the kind of financial advice we were looking for, we looked around online to try to sort out the best advisor to approach and we feel very fortunate to have found her. – Sandra Whitworth
REVIEW #3 – Ayana has been my financial planner for the past two years and I have truly enjoyed my experience. As a DIY investor, Ayana ensures that I remain on track to reach my financial goals. I particularly enjoy her non-bias/conflict-free approach to the financial planning process and while I consider myself to be well versed on that topic, she has provided me with invaluable help to better my particular situation. Ayana will be my financial planner for the years to come and it is without hesitation that I would highly recommend her if you are looking for a true and experienced CFP. – Joe M
REVIEW #4 – I would highly recommend Ayana Forward of Retirement in View if you need a knowledgeable fee-for-service Financial Planner. I have been self-employed most of my working life and consequently will have only a small employer pension. Ayana assessed my current situation and provided several detailed options for retirement. I now know how to manage the registered and unregistered savings I’ve accumulated, and when to apply for government pensions. Thanks to Ayana, I have a realistic retirement plan that has made me feel confident about my future. – Beverley Webster
REVIEW #5 – An excellent service: Ayana provides comprehensive and thorough retirement planning services. She answered all my questions, and helped me think through different scenarios, with the result that I feel much more confident about when I can retire and what my financial set-up will look like. I also appreciated the fact that Ayana’s service is fee-based i.e. not connected to any bank or investment companies and their financial products. – David M
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Find a Gold IRA Near Me with the Best Gold Investment Options for Your TFSA or RRSP Account
Forest Financial Planning Inc.
ADDRESS: 115 Bank St Ste 23B, Ottawa, ON K1P 5N5, Canada
NUMBER: +1 613-416-2062
SERVICES: Comprehensive Plan, Comprehensive Retirement Plan, Fee-Only Financial Planner, Financial Planners, Financial Planning Services, Hour Consultation, Investment Strategies, Planner Services, Planning Services, Retirement Plan and Tailored Financial Plan
OFFICE HOURS
Mon 8:00 AM -6:00 PM Tue 8:00 AM -6:00 PM Wed 8:00 AM -6:00 PM Thu 8:00 AM -6:00 PM Fri 8:00 AM -6:00 PM Sat CLOSED Sun CLOSED >>> BEST CUSTOMER REVIEWS
REVIEW #1 – Working with Alex has been an exceptional experience in every sense. His approach to financial planning covers short, mid, and long-term goals, providing us with a clear roadmap and actionable investment suggestions. What truly sets Alex apart is his independent stance; he’s not focused on selling products or managing funds for his own gain. Instead, his commitment lies in providing clients like us with comprehensive plans and investment strategies, tailored to our needs and goals.
When we approached Alex, we had a general idea of our investment preferences but felt overwhelmed by the options. Alex not only guided us towards tax-efficient strategies but also ensured our investments aligned with our goals. His reasonable fees, attention to detail, and approachable nature have made the entire experience incredibly satisfying. We only wish we had started working with him sooner. Highly recommended! – Mike DTREVIEW #2 – My wife and I hired Alex to prepare a retirement plan and obtain his opinion on many aspects of it, including investments, asset allocation and the likes. We both truly enjoyed working with Alex and have benefited a great deal from deciding to become his clients. He possesses very good communication skills, is very easy to talk to and put you right at ease throughout the entire process. It is without hesitation that we would recommend Alex. – Joe M
REVIEW #3 – We had a very positive experience working with Alex. He was personable, professional, and very attuned to our family’s needs. He was very collaborative and asked all the right questions. We came away with a financial plan that we are very satisfied with and that will help us be in track down the line. We would highly recommend working with Alex. – Nicole Racine
REVIEW #4 – Needed help with some financial planning for my parents and Alex was extremely helpful. He took his time to listen are learn about our situation and was able give us a good idea of what we can do with various options that covered several scenarios. He was easy to talk to, explained everything he proposed and thoroughly answered all our questions. I liked that we could do a online chat which is really convenient. I would highly recommend Alex if you have some financial planning questions. – Kevin Morin
REVIEW #5 – Having recently decided to resign from my employer and take a break, we wanted to know if I could retire. I had worked with my bank to look at my financial situation and they indicated there was enough savings but felt it was not unbiased and did not provide me with all the required information such as option analysis, cash flow projections and efficient tax saving withdrawal strategies. In other words, it told me I could retire but not how from a financial situation. Alex was able to provide me a plan that showed us the options, projections, and actions based on our goals and objectives of how we wanted to live our retirement. It gave us the confidence that we are ready to move to our next stage of life. Alex is professional, courteous and capable to provide a wide spectrum of financial expertise to retirees and would recommend him to others for similar needs. – Max Maklin
REVIEW #6 – Without hesitation I highly recommend the financial planning services of Alex and Forest Financial Planning. When I started looking for an alternative to the traditional broker-client relationship and needed unbiased, sound advice, and services, I spent many hours researching firms and financial planners/specialists across Canada. After meeting and speaking with Alex, I knew he was the right person for the job. He is a pleasure to work with, a great communicator and definitely an expert in his field. I am looking forward to working with Alex for many years to come and will be recommending him to all my friends and family! – Nicole Doyle
Ecivda Financial Planning Boutique
ADDRESS: 68 Chamberlain Ave. #200, Ottawa, ON K1S 1V9, Canada
NUMBER: +1 613-591-0337
SERVICES: Defined Benefit Plan, Financial Management, Financial Planning Advice, Individual Pension Plan, Investment & Wealth Management, Investment And Financial Planning, Investment Portfolio, Investment Strategy, Planning Strategies, Registered Retirement Savings Plan
OFFICE HOURS
| Mon | CLOSED | |
|---|---|---|
| Tue | 10:00 AM – 6:00 PM | |
| Wed | 10:00 AM – 6:00 PM | |
| Thu | 10:00 AM – 6:00 PM | |
| Fri | 10:00 AM – 6:00 PM | |
| Sat | 10:00 AM – 6:00 PM | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I had my first meeting with Paskal last week and I was really impressed with him. I had contacted him about an existing insurance policy, just a quick question. He took the time to answer my question, but he also mentioned some concerns he had about my RRSPs. At the end of the meeting, we had covered my insurance needs, improved my investments and I had a concrete idea of my retirement timeline. He didn’t try to sell me policies I didn’t need, he wasn’t pushy about being more aggressive with my investments and he didn’t ask me to make any compromises to my current lifestyle. He listened and gave me exactly what I needed (plus the confidence boost I needed to move forward). 5 stars for sure. – Veronique Girard
REVIEW #2 – My wife and I are relatively new to investing and were initially a little nervous. After meeting with Brian and Mike any uncertainty that we may have had was quickly replaced with peace of mind and confidence that they were completely in tune to our needs and expectations. We have never once regretted our choice to go with the Ecivda team. Everyone we have had contact with has been patient and gracious in answering our many questions, and we appreciate the time they commit to us. We have never felt like a number or a client, they always treat us like family. So much so, our son has also moved his investments to Ecivda. We would like to send a special shout out to Stephanie, who was especially helpful over the Christmas holidays. – Angus and Kathy
REVIEW #3 – The financial planning team at Ecivda Financial have been absolutely wonderful to deal with. Shawn and Mike have been attentive, patient, and knowledgeable in walking me through the process and steps required to not only understand my retirement planning needs but also to get the proverbial ball rolling. Their “it’s never too late to start” attitude helped me feel like financial independence in retirement can be a thing. Also, Jackie and Stephanie have been wonderful in terms insurance planning, meeting scheduling, and making sure all the required documents are supplied and their flexibility has been wonderful. I would highly recommend Ecivda if you are starting your financial planning journey and need help or just want to shift to a new financial planning team. – Chris Clouthier
REVIEW #4 – My husband and I have been with Ecivda for over 20 years. Brian guided us through our working years and we are now working with Shawn to keep us on track during our retirement. We have met Jackie, Stephanie and Natalie. Their work is very professionally done and answer questions and requests in a timely manner. We are very pleased to know our investments are in good hands and are happy with our results. We would highly recommend Ecivda. – Cheryl Graham
REVIEW #5 – Having started only recently with financial planning (better late than never), Ecivda was recommended to me through a business associate a few months ago. After doing some research and making a phone call to them, I can honestly say that I am very impressed and pleased that this has been the route I’ve decided to take. They have helped me understand the process, been there to answer all of my questions, and have suggested ways to help me maximize my investments. Having been in business myself for almost 40 years, I have learned that you need to spend money to make money. Their rates are very reasonable and I do not lament paying them for such exceptional knowledge and service. I am looking forward to a long and prosperous relationship with Ecivda as we navigate together these uncertain times. Full speed ahead! – Robert Reid
REVIEW #6 – Sean and Corey have been very helpful in guiding our retirement readiness plans. Our questions and concerns have been addressed quickly and efficiently, and helped us to have the confidence to take the big step into retirement. Jackie and Stephanie have been most helpful with logistics and documents, and made it easy to work with them even though we are many hours away from the physical office. It has been a pleasure to deal with Ecivda Financial Planning Boutique! – Sandra Dal Pai
Potvin Financial Services Ottawa (Nepean)
ADDRESS: Unit #320, 117 Centrepointe Dr, Ottawa, ON K2G 4N6, Canada
NUMBER: +1 613-224-6561
SERVICES: Wealth management, Alternative Investments, Annuities, Decumulation Strategies, Estate Planning Investment, Estate Planning Retirement, Financial Advisors, Financial Consulting, Investment Advisor, Investment Fund, Investment Management Services, Registered Retirement Income Fund (RRIF), Registered Retirement Savings Plans, Retirement Income Planning, Retirement Strategies, Tax Free Savings Accounts (TFSA)
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My husband and I met with Kevin to discuss our financial goals, we were very appreciative of the information he provided and his honesty with us that they wouldn’t be the ideal advisors for us at this time in our lives. It was a great discussion and he pointed us in the right direction. This is truly great service. – Seema B
REVIEW #2 – Kevin and his team of highly professional and knowledgeable associates are the only organization I and other family members would trust our financial planner ng to. And every piece of advice he has offered has been of benefit. Kevin is also a very caring and compassionate person which makes him a joy to deal with. I cannot recommend him and his organization highly enough. Keep up the great work Kevin 😊 – Deborah Lumsden-Nussey
REVIEW #3 – Kevin Potvin and his team at Potvin Financial Services are amazing when it comes to taking care of your investments. Kevin and his team are Professional, Knowledgeable and Trustworthy. I started with Potvin Financial in September 2023 and have nothing but success in my investments. I look forward to a strong finish in 2024. Kevin and his team are very approachable and available. Thanks Kevin and Team!! – Jeff Parke
REVIEW #4 – Kevin and staff are amazing! I have been dealing with Potvin Financial for quite a few years and Kevin has always been really great about making sure that whatever financial advice he is giving is with my best interests in mind and not about making money. He is really easy to talk to and will answer any and all questions; of which I have asked a lot! He is incredible knowledgable and the staff are all amazing to deal with as well. Everyone is friendly and very helpful. Would definitely recommend Potvin Financial to anyone!! – Terra Branchaud
REVIEW #5 – Years ago, when I was looking for a financial consultant, a friend recommended Potvin Financial Services. I am very happy with the services I have received from them. All the staff are very friendly, helpful, and make everything easy to understand. Though I now handle my finances myself, I had dealt with Kevin to sort most of my financial goals and investments. It was a great place for me to start. I have met with Robyn several times to discuss insurance options as well, and continue to use these products. – Alexa Lavigne
REVIEW #6 – I have invested with Potvin Financial and used their services for over 20 years. I couldn’t be happier with their service, integrity, and the sound advice I have received over the many years.
Kevin and the staff are approachable and friendly. Kevin takes an education first approach, which I like, and he’s flexible enough to meet you wherever you are in your insurance and investing journey.
They are always willing to do their level best to help even with somethings outside their wheelhouse by providing referrals to othe trusted service providers, and help tips and info.
Yes, you can invest in ETFs for cheaper and do self-directed but, their help and assistance is well worth the cost. And you can always do both.
You can’t go wrong with Kevin and the team. Try them. – Sean Docemo
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