Can anyone recommend a financial advisor? Not sure if there are free of cost options?
Cheryl M. replied:
Get in touch with Shelly Monette Debortoli at The Co-operators.
Jennifer M. replied:
Give Shelly Monette Debortoli a call.
Kelly D. replied:
Andrea Drolet at Investors Group is a great advisor.
Nikki J. replied:
Colleen O'Connell-Campbell
Sue M. replied:
Tracy Daly with Sunlife Financial is fantastic! No charge for her services and she is highly experienced.
Sue M. replied:
Tracy Daly Sun Life Financial Advisor Sun Life Financial Distributors (Canada) Inc. ( TEL: (613) 710-9866 2 FAX: (613) 230-7450 *E-mail: Tracy.Daly@Sunlife.comwww.sunlife.ca/Tracy.Daly
Tracy D. replied:
Thanks Sue! Hi Nancy I would be delighted to meet with you. I am a financial planner and Insurance specialist with Sun Life Financial. You can give me a shout on my cell if you like 613-710-9866.
Lauren O. replied:
Shelly Monette Debortoli at Cooperators is the person to contact!
Breckyn F. replied:
Joyce Chamas is amazing!!
Lyn L. replied:
Shelly Monette Debortoli is great to work with!
Melody L. replied:
I refer everyone to Joyce Chamas at Sun Life.
Lois G. replied:
Julia Chapman of Investment Planning Council
Shelly D. replied:
Thank you very much ladies for the shout out::) Good Morning, Nancy Theriault. My name is Shelly and I’m an insurance/financial advisor with The Co-operators. I have been in the industry for 8 years, and I’m an expert at helping families plan for the unexpected. Helping others is my PASSION. I wear many different hats and help families with their personal insurance (car, home, business. Cottage, travel ect….) and also help families with financial planning ( Life, critical illness, disability, investments ect… I would love the opportunity to provide you with a quotation. Please feel free to send me a pm, or give me a call at my office 613-599-7232
Hi Ladies,
Looking for a financial advisor. Your recommendation is appreciated
Thanks
Dal Y. replied:
AN Financial Services at 613-230-3469
Sue M. replied:
Michelle White - Investors Group!
Mich W. replied:
Hi Sajee Barabash. I'm a financial advisor with Investors Group. There's no cost for us to sit down & chat! Good luck with your hunt!
Jennifer C. replied:
Best in Ottawa. First rate service. http://www.thetkfinancialgroup.com
Juliann W. replied:
Judith Cane HANDS DOWN!!! Messaging you Sajee Barabash!
Melanie E. replied:
Louse Tardiff or Clare Sarda
Lisa G. replied:
Mich White of Investors Group!
Anita K. replied:
I have someone who is very respectful and knows his stuff Stephane Lamarre Investors Group613-271-9613
Angela A. replied:
Anne Perrault with money coaches and perrault and associates. She is wonderful.
Kelly D. replied:
I highly recommend Andrea Drolet of Investors Group.
Anna B. replied:
Jennifer Forbes Walker!!
Rachelle C. replied:
My husband is a financial advisor with sunlife. 713-858-5813. He does insurance, investing, long and short term financial planning. I highly recommend him!
Rachelle C. replied:
And his number is 613-858-5813. Sorry, was typing too fast!
Heather S. replied:
peggy cameron 613-699-5125. Fabulous
Diane D. replied:
Dean Trudeau, great guy dtrudeau.opes@ipcsecurities.com
I'm looking for an accountant or financial consultant who specializes in freelance/self-run businesses, to meet with me to talk about taxes, write offs, bank accounts,...
Linda C. replied:
Francine Allaire?
Francine A. replied:
Hi Liz, Please pm me if my location is convenient for you. I'm on Canotek Road. www.dionvallee.ca call now for your FREE 1 hour consultation.
Cheryl F. replied:
Contact Doreen Jackson Doré - she is wonderful!
Linda L. replied:
Margaret DeMerchant?
Josee M. replied:
Francine Allaire!!! She's great and specializes in this area!!
Deborah W. replied:
Karen Fisher CPA CGA also specializes in this area. She also works very closely with a lawyer on an ongoing bases so she has the business registration and oncorporation knoweldge too.
Emily P. replied:
Elaine Orr?
Jennifer L. replied:
We would be happy to help with a free one hour consultation to answer any questions that you may have. https://www.facebook.com/accountessbookkeeping
Carolyn D. replied:
Juanita Macdonald works on a barter system too 613-324-1568 and she is amazing to boot!
Doreen D. replied:
FYI. https://www.facebook.com/DoreenDoreCFPFICBFMA The above link is my business website.
Kim S. replied:
Karen Fisher
Miryame E. replied:
Margaret DeMerchant is excellent
Deborah B. replied:
Cathy Sheppard is great
Micheline M. replied:
Check out https://www.facebook.com/JudithCaneMoneyCoachesCanada
Hi LWL, for a long time, I have been putting off making a will. Partly because I am single with no dependants, but mostly because I really can't afford to pay a lawyer....
Anik C. replied:
Claude Filion has decent prices! Claudefilion.ca
Connie J. replied:
Believe me it's worth it to either take a bus or a taxi to Eric Honey on Richmond Road.
Pamela W. replied:
Ed Honey, on Richmond Rd
Vicki E. replied:
Mobile Lawyer David A. McLean, B.A., LL.B. Barrister & Solicitor 1073 Wellington Street West Ottawa, Ontario K1Y 2Y2 P. 722-8381 F. 722-4891 Email: dmclean@mobilelawyer.ca Website: www.mobilelawyer.ca
Patricia O. replied:
Cecelia Perdigao
Bev M. replied:
We used Jacques Robert & Associates. Very good service for real estate (also does wills) and price was lower than others we had looked into and he explained how he was able to keep his fee lower. Highly recommended - we'll be getting our wills redone shortly there too.
Louise M. replied:
Eric Honey yes that's his name he's in the book
Debbra B. replied:
Claude Fillion, in Orleans, excellent and reasonable prices. I respect his judgement too as he helped with a friend of mine and went to her place to see her. http://www.claudefilion.ca/index.action
Does anyone know a really good accountant that they personally use and love? I am a financial advisor and have a wonderful accountant but he is down town. I am looking...
Michelle B. replied:
Crystal Crystal Binder!
Janet S. replied:
Swerdfeger Chartered Accountant 885 Como Cr, Ottawa, ON, K4A 4A4 (613)889-6355 Cell (613)216-9507 Office (613)216-9506 Fax ed@edtax.netwww.edtax.net
Good morning ladies! After accepting a new career and launching my side business at the beginning of this year I'd really like to sit down with a financial advisor to...
Breckyn F. replied:
Joyce Chamas is absolutely wonderful!
Sue M. replied:
I recommend Michelle White - Investors Group! Mich White
Stéphanie F. replied:
https://m.facebook.com/lisawhittleton/
Joyce C. replied:
It would be my pleasure to give out information and answer your questions Cait. My page is www.sunlife.ca/Joyce.chamas or www.facebook.com/jcfinancialsolutions
Angela S. replied:
Tracy Daly! You will love her
Faye K. replied:
Kim Kim Speed
Lyn M. replied:
My Son Liam Murta, 613-791-3058Life Strategies in the West end. Great guy.
Sue M. replied:
Tracy Daly is your gal. I've referred many clients to her and they have been very happy!
Nikki J. replied:
Colleen O'Connell-Campbell with Scotia Wealth Management is wonderful
Amy M. replied:
Christina Nesrallah Vickie Snow
Alicia V. replied:
I highly recommend Dave Walter with Life Long Solutions in Manotick!
Sandra A. replied:
I would recommend Tracy Daly
Colleen L. replied:
Tracy Daly is amazing!!! My clients use her and so do i
Hi there ladies! I was just wondering if anyone has a reputable financial advisor they know or go to. Thanks
Lynne C. replied:
EMILY COLTON BKin, M.A COLTON AVERY DEACON & EXCEL PRIVATE WEALTH 613-792-3352 She knows her stuff!!
Florence C. replied:
Tracy Daly???
Eileen M. replied:
Michelle Hakel - she's with Investors Group and is licensed in Ontario and Quebec. She's AMAZING. Been with her for years and have seen bigger gains than all my friends!
Sylvie K. replied:
Dan Levesque
Crystal B. replied:
Tracy Daly! She's fantastic.
Julie S. replied:
https://www.facebook.com/1053715171326028Cain & Osborne Associates Lynn Cain is great!
Lynn C. replied:
Thank you Julie Simpson. Hi Ashley, I am a Holistic Certified Financial Planner and would be happy to sit down with you to answer any questions you may have. Please feel free to give me a call@613-491-0348. I am happy to help.
Kim E. replied:
Tracy Daly for sure ! Reputable and Knowledgeable!
Stephanie A. replied:
Hi Ashley, I use Tracy Daly she is great and will be able to answer and questions you have.