Discover the Biggest Financial Consulting Firm in Ottawa–Gatineau

Ottawa-Gatineau is home to a thriving financial services industry, with many reputable financial consulting firms providing expert advice to businesses and individuals. Here are the five largest financial consulting firms in the region:

• BDO Canada LLP

With over 1,000 employees in Ottawa and Gatineau, BDO Canada LLP is one of the largest financial consulting firms in the region. The firm provides a wide range of services, including accounting, audit, tax, and advisory services. BDO Canada LLP is a member of BDO International, a global network of independent accounting and consulting firms with over 80,000 employees in 167 countries.

• Deloitte Canada

Deloitte Canada is another major financial consulting firm in Ottawa-Gatineau. The firm has over 800 employees in the region and provides a wide range of services, including audit, tax, consulting, and financial advisory services. Deloitte Canada is a member of Deloitte Touche Tohmatsu Limited, a global network of member firms with over 345,000 employees in 150 countries.

• EY Canada

EY Canada is a leading financial consulting firm in Ottawa-Gatineau, with over 700 employees in the region. The firm provides a wide range of services, including audit, tax, consulting, and financial advisory services. EY Canada is a member of EY Global, a global network of member firms with over 312,000 employees in 150 countries.

• KPMG LLP

KPMG LLP is a well-established financial consulting firm in Ottawa-Gatineau, with over 600 employees in the region. The firm provides a wide range of services, including audit, tax, consulting, and financial advisory services. KPMG LLP is a member of KPMG International, a global network of independent audit and consulting firms with over 227,000 employees in 146 countries.

• PwC Canada

PwC Canada is a prominent financial consulting firm in Ottawa-Gatineau, with over 500 employees in the region. The firm provides a wide range of services, including audit, tax, consulting, and financial advisory services. PwC Canada is a member of PwC Global, a global network of firms with over 328,000 employees in 157 countries.

The 7 Biggest Financial Consulting Firm near Ottawa–Gatineau

MDL Financial Group – Financial Planner Ottawa, CFP, Insurance Broker

• Address: 78 George St Suite 204M, Ottawa, ON K1N 5W1, Canada
• Map: Click here
• Rating: 4.9 (50)
• Phone: +1 613-416-9649
• Website: Link
• Opening hours:
  
  Monday: 9:00 AM – 5:00 PM

  Tuesday: 9:00 AM – 5:00 PM

  Wednesday: 9:00 AM – 5:00 PM

  Thursday: 9:00 AM – 5:00 PM

  Friday: 9:00 AM – 5:00 PM

  Saturday: Closed

  Sunday: Closed
• Reviews:
  
  Lyse Chamberland✭✭✭✭✭

  a month ago

  Gabriel goes the extra mile to understand our goals and provide investment advice and options that are in our best interest. Gabriel is attentive and always well prepared to discuss and manage all aspects of our portfolio to maximize our investment results. Exceptional customer service with attention to details. Thank you to Gabriel and his team for the ongoing A+ service.

  Ross Kirwan✭✭✭✭✭

  3 years ago

  As my wife and I were looking for an Ottawa Financial Advisor, we landed on this firm by chance and are we ever happy we did. Coming from the bank where nobody ever kept in touch with us, their hands on approach has been refreshing. They truly take the time to get to know their clients which gives us confidence that not only our financial goals are well understood but also our level of comfort. They provide us with regular updates and have always been available to answer questions or to explain our options. We are happy to say that we now feel a sense of security we never had before transferring out assets from the bank to this company.

  Dave Doyon✭✭✭✭✭

  a month ago

  My wife and I have been clients for nearly 30 years. Thanks to their sound advice and investment strategies, we are now living our retirement dream. We could not have done it without them.

  Dennis Croteau✭✭✭✭✭

  a month ago

  For the last several years we have had exceptional service with MDL Financial Group. Gabriel has given us great advice and he is always very professional in all that he does for us. He is a great asset to MDL. We have also received great service from Ruth whenever we had questions we wanted to get answers for. She has a great personality and so easy to talk to. She conducts herself in a professional manner.

  Dennis and Carolyn Croteau

  Kim Ayotte✭✭✭✭✭

  a year ago

  I’ve decided to go with MDL Financial Group for their bilingual services and I’m very happy with my decision. Gabriel is very professional and trustworthy. Right after our initial meeting, I knew I could count on him. He was very quick to come up with a game plan and I always feel like I have options and a say in every decision we make together. I’m looking forward to work with him for the next few years!

Astrolabe Financial Group Inc.

• Address: 1775 Courtwood Crescent, Ottawa, ON K2C 3J2, Canada
• Map: Click here
• Rating: 4.8 (15)
• Phone: +1 613-221-6061
• Website: Link
• Opening hours:
  
  Monday: 9:00 AM – 5:00 PM

  Tuesday: 9:00 AM – 5:00 PM

  Wednesday: 9:00 AM – 5:00 PM

  Thursday: 9:00 AM – 5:00 PM

  Friday: 9:00 AM – 5:00 PM

  Saturday: Closed

  Sunday: Closed
• Reviews:
  
  C U✭✭✭✭✭

  5 years ago

  I am happy to recommend Alex and Astrolabe for their financial services. I had a segregated insurance fund which represented two thirds of my portfolio. I had an increasing number of questions about staying in the fund. I didn’t have the financial skills to feel confident in my analysis and I wasn’t comfortable with the degree of information I was getting from my fund-based advisor. In meetings with Alex I was very impressed with how he listened to what I was trying to understand with the particular fund and with my long-term goals. In his report and recommendations he had conducted a thorough analysis of the fund, provided clear models for all the scenarios we discussed and helpful guidance for future investing. I greatly appreciated the additional help he also gave me with follow-up questions. The process allowed me to make my decision with confidence and give me peace of mind for the future. When I have further questions, I will definitely be working with Alex again.

  NDR✭✭✭✭✭

  5 years ago

  My wife and I were considering retiring and we decided to choose a fee-for-service professional to evaluate and create a portfolio for our situation. Ryan advised us on the feasability and formulated a very in-depth study, in writing, that detailed not only our current situation, but provided a precise plan for the next couple of years. It involved rearranging some investments and getting away from unnecessary fees at other institutions. The result was a large savings in expenses that immediately was greater than the fees charged for the review. We came out ahead and have a steady path for our future now.

  I think the greatest take-away from our experience with Astrolabe is the confidence they instilled in us that we were safe to retire without any cloud hanging over us. Finally, it is reassuring that they are always there for a quick question or two as our financial situation had a small change.

  The service is very professional and personal. We’d recommend anyone take their complimentary introduction meeting so you can make your own decision to hire their services.

  Mark Libitka✭✭✭✭✭

  5 years ago

  I am happy to highly recommend Stevan and Astrolabe financial. I am very happy with the portfolio and retirement planning advice I have received. Stevan made seamless adjustments in portfolio suggestions as my risk tolerance evolved. He walked me through and provided additional information above and beyond to help raise my comfort level with unfamiliar asset classes. All in all I would say they provide excellent value for quality fee for service financial advice.

  Brian K✭✭✭✭✭

  5 years ago

  I received exceptional results and an immediately executable financial action plan from Ryan Kerr at Astrolabe. My wife and I can now move into our pre-retirement phase with confidence and ease of mind. We will be able to optimize our financial situation while avoiding paying high management fees on the investments in them. I highly recommend Ryan and Astrolabe for anyone who wants to take control of their finances.

  C S✭✭✭✭✭

  4 years ago

  I worked with Alex to help me feel confident that my husband and I could retire now. Alex took great effort to be sure he understood our retirement goals. He analyzed my corporate investments as well as my husband’s company pension, our RRSPs and TFSAs. Alex provided a strategy that will save us thousands of dollars a year, as well as secure reliable growth. We now know when to draw our CPP, OAS and RRSP and how to balance them with our pension and corporate dividend income. The attention, knowledge and resulting documentation exceeded my expectations. I recommend Alex and Astrolabe. I will be working with them more in the future to make sure we stay to our financial plan.

Services Financiers Eric Roy Financial Services

• Address: 204 Chem. d’Aylmer Suite 401, Gatineau, Quebec J9H 1A1, Canada
• Map: Click here
• Rating: 5 (4)

France Leclair – TD Financial Planner

• Address: 750 Mnt Paiement, Gatineau, QC J8R 4A3, Canada
• Map: Click here
• Rating:

International Financial Consulting

• Address: 54 Rideau Terr, Ottawa, ON K1M 2A1, Canada
• Map: Click here
• Rating:

Luc Beauchamp – TD Financial Planner

• Address: 125 Boulevard du Plateau, Gatineau, Quebec J9A 3G1, Canada
• Map: Click here
• Rating:

MD Financial Management

• Address: 200 Rue Montcalm Suite 410, Gatineau, QC J8Y 3B5, Canada
• Map: Click here
• Rating:

Discover top consulting firms in various cities, like those mentioned in , to understand the dynamic business scene across Canada. These companies play a crucial role in shaping the vibrant business environment, positioning Ottawa–Gatineau, Ontario / Quebec, Canada as a center for strategic insights and cutting-edge solutions.

Top Financial Consulting Firm Alternatives in Ottawa–Gatineau

Ottawa-Gatineau is home to several top financial consulting firms that offer a range of services to individuals and businesses. Here are three popular options:

• Deloitte: Deloitte is one of the largest financial consulting firms globally, with a strong presence in Ottawa-Gatineau. They offer a wide range of services, including tax planning and compliance, risk advisory, audit and assurance, strategy consulting, and financial consulting. Deloitte has a team of experienced professionals who provide personalized solutions to help clients achieve their financial goals.
• PwC (PricewaterhouseCoopers): PwC is another leading financial consulting firm that has a significant presence in Ottawa-Gatineau. They provide a range of services, including tax consulting, financial advisory, business consulting, and assurance services. PwC has an extensive network of professionals who offer industry-specific expertise and help clients navigate complex financial challenges.
• KPMG: KPMG is a global financial consulting firm that has a strong presence in Ottawa-Gatineau. They offer services such as tax consulting and compliance, audit and assurance, risk consulting, strategy consulting, and financial advisory. KPMG has a team of professionals who work closely with clients to understand their unique needs and provide tailored solutions to address their financial challenges.

These three firms are well-known for their expertise, experience, and track record of delivering high-quality financial consulting services. Whether you are an individual looking for tax planning assistance or a business seeking strategic financial advice, these firms can provide the expertise and guidance you need.

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