Company lists · Data refreshed September 2026

Top 24 Investment advisory services based in Ottawa, Canada

Name: Investment advisory services based in Ottawa, Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 55 companies tracked

RevenueBase identified 55 investment advisory services headquartered in Ottawa, Canada as of September 2026 and tracks 200 professional contacts across them, including 92 with verified work emails. Toronto is the largest hub.

This list covers investment advisory services headquartered in Ottawa, Canada, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review

55Companies

200Contacts tracked

92Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 24 largest investment advisory services based in Ottawa, Canada

Ranked by team size

Top 24 of 55 investment advisory services based in Ottawa, Canada, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to investment advisory services: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Capcorp Financial	Partial evidence	Ottawa, ON, CanadaHQ checked Sep 20, 2026	11-50	37 contacts →
	Partial evidence “Capcorp Financial is a Canadian advisory firm built on one simple belief: good advice changes lives.” Source: RevenueBase Database · checked Sep 20, 2026
2	Rochebanyan INC	Indirect evidence	Ottawa, ON, CanadaHQ checked Sep 20, 2026	11-50	15 contacts →
	Indirect evidence “RocheBanyan is a financial planning firm that specializes in dealing with clients who are members of an employer sponsored pension plan.” Source: RevenueBase Database · checked Sep 20, 2026
3	Moore Wrinn Financial Group	Indirect evidence	Ottawa, ON, CanadaHQ checked Sep 20, 2026	1-10	11 contacts →
	Indirect evidence “The team at Moore Wrinn Financial Group Inc.” Source: RevenueBase Database · checked Sep 20, 2026
4	Ecivda Financial Planning Boutique	Partial evidence	Ottawa, ON, CanadaHQ checked Sep 20, 2026	11-50	11 contacts →
	Partial evidence “We specialize in helping growth-minded individuals, business owners, & entrepreneurs in the areas of individual and corporate wealth, investment, employee, and estate planning.” Source: RevenueBase Database · checked Sep 20, 2026
5	Crosspoint Financial IA Private Wealth INC	Indirect evidence	Ottawa, ON, CanadaHQ checked Sep 20, 2026	1-10	8 contacts →
	Indirect evidence “CrossPoint Financial is a full-service, boutique asset management and financial planning team in Ottawa dedicated to providing superior wealth management for our clients over…” Source: RevenueBase Database · checked Sep 20, 2026
6	Ryan Lamontagne INC	Indirect evidence	Ottawa, ON, CanadaHQ checked Sep 20, 2026	11-50	7 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
7	Watson DI Primio Steel WDS Investment Management LTD	Indirect evidence	Ottawa, CanadaHQ checked Sep 20, 2026	1-10	7 contacts →
	Indirect evidence “WDS is committed to helping our clients reach their most important financial goals.” Source: RevenueBase Database · checked Sep 20, 2026
8	Capital PRO Group	Indirect evidence	Ottawa, ON, CanadaHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “Estate Planning Retirement Planning Educational Planning RRSP, TFSA, RRIF More.” Source: RevenueBase Database · checked Sep 20, 2026
9	Mirabel Management INC	Indirect evidence	Ottawa, ON, CanadaHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “At Mirabel Management, we take a personal and holistic approach to financial planning, ensuring that every aspect of your needs is thoughtfully assessed before crafting a…” Source: RevenueBase Database · checked Sep 20, 2026
10	Opes Family Advisory	Indirect evidence	Ottawa, ON, CanadaHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “Through our unique wealth management process, we provide our clients with the intellectual framework to make sound financial decisions.” Source: RevenueBase Database · checked Sep 20, 2026
11	Trio Financial Planning	Indirect evidence	Ottawa, ON, CanadaHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “As a financial planning team, we consider ourselves to be in the personal financial service business.” Source: RevenueBase Database · checked Sep 20, 2026
12	Journey Financial	Indirect evidence	Ottawa, ON, CanadaHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “Journey Financial is a financial consulting business committed to providing affordable and independent financial guidance to ensure you are on the right path to achieve your…” Source: RevenueBase Database · checked Sep 20, 2026
13	Natasha Hall & Associates INC	Indirect evidence	Ottawa, ON, CanadaHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “The representatives on our team take pride in helping you get the most out of your policies and financial plans.” Source: RevenueBase Database · checked Sep 20, 2026
14	Polaris Wealth	Indirect evidence	Ottawa, ON, CanadaHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “As an independent, fiduciary wealth management firm, we will help you secure a successful financial future.” Source: RevenueBase Database · checked Sep 20, 2026
15	Astrolabe Financial Group INC	Indirect evidence	Ottawa, ON, CanadaHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “Astrolabe Financial Groups Inc is a fee-for-service financial planning and education firm based out of the National Capital Region.” Source: RevenueBase Database · checked Sep 20, 2026
16	Tactica Wealth Management	Indirect evidence	Ottawa, ON, CanadaHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “Tactica Wealth Management is a comprehensive financial planning firm dedicated to effectively managing your assets and maximizing your wealth.” Source: RevenueBase Database · checked Sep 20, 2026
17	Outline Unicorn	Partial evidence	Ottawa, ON, CanadaHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “Building trusted professional relationships Helping you make informed financial decisions Guiding smart, strategic investments” Source: RevenueBase Database · checked Sep 20, 2026
18	Taggart Wealth & Estate Planning	Indirect evidence	Ottawa, ON, CanadaHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “Whether your goals involve planning for retirement, growing your business, or creating a lasting legacy, we help you build a financial strategy that reflects what matters most to…” Source: RevenueBase Database · checked Sep 20, 2026
19	TK Financial Group	Partial evidence	Ottawa, ON, CanadaHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “Integrated Life Insurance Planning, Estate Planning, Group Benefits, Investments.” Source: RevenueBase Database · checked Sep 20, 2026
20	The Empey Team	Indirect evidence	Ottawa, ON, CanadaHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “We are independent financial planners serving individuals, families & business owners to help them overcome their money stressors, make better financial decisions, and save more…” Source: RevenueBase Database · checked Sep 20, 2026
21	FMB Financial	Indirect evidence	Ottawa, ON, CanadaHQ checked Sep 20, 2026	1-10	1 contacts →
	Indirect evidence “Frank Buda through FMB Financial, began working with individuals, families, and business owners in 2007.” Source: RevenueBase Database · checked Sep 20, 2026
22	Fliesser Financial	Indirect evidence	Ottawa, ON, CanadaHQ checked Sep 20, 2026	1-10	1 contacts →
	Indirect evidence “At Fliesser Financial, we provide professional, independent, data-driven financial advice, empowering individuals and families to unlock their financial freedom by ensuring that…” Source: RevenueBase Database · checked Sep 20, 2026
23	IPS Financial Services Canada	Indirect evidence	Ottawa, ON, CanadaHQ checked Sep 20, 2026	1-10	1 contacts →
	Indirect evidence “Since IPS was founded, our core values reflect the strong partnership we have built with our clients.” Source: RevenueBase Database · checked Sep 20, 2026
24	Forest Financial Planning INC	Indirect evidence	Ottawa, ON, CanadaHQ checked Sep 20, 2026	1-10	1 contacts →
	Indirect evidence “At Forest Financial Planning, we equip you with a tailored financial plan according to your financial situation, goals and risk tolerance.” Source: RevenueBase Database · checked Sep 20, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: investment advisory services. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names investment advisory services.
Partial evidence: Its own public description names part of investment advisory services, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment advisory services. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 24 of 55 investment advisory services based in Ottawa, Canada

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 92 reachable decision-makers.

Free signup · no credit card

View the full list →

Investment advisory services based in Ottawa, Canada at a glance

As of Sep 20, 2026

46.0%Verified-email coverage

3.6Average contacts per company

1-10Median size (employees)

365.5%Largest-city concentration · Toronto

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

10001+

Email recency for this list is measured across the whole Canada list rather than for Ottawa, so it is reported there. Company counts and contact totals on this page are exact for Ottawa, over 55 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among investment advisory services, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Ottawa, Canada whose own description of what they do matches “investment advisory services”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names investment advisory services), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among investment advisory services, and records with no verified work email. Companies headquartered outside Ottawa are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 92 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Investment advisory services by metro in Canada

Investment advisory services in Toronto201
Investment advisory services in Vancouver104
Investment advisory services in Calgary101
Investment advisory services in Montreal64
Investment advisory services in Ottawa55
Investment advisory services in Mississauga53
Investment advisory services in Winnipeg52
Investment advisory services in Edmonton50
Investment advisory services in Quebec49
Investment advisory services in London33
Investment advisory services in Markham33
Investment advisory services in Oakville33
Investment advisory services in Halifax30

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names investment advisory services, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many investment advisory services are there based in Ottawa, Canada?

RevenueBase identified 55 investment advisory services headquartered in Ottawa, Canada as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Capcorp Financial, headquartered in Ottawa, tops this list with the largest team on record.

Which city has the most investment advisory services?

Toronto leads with 201 headquartered companies, followed by Vancouver (104) and Calgary (101).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 92 verified decision-maker contacts tracked across these 55 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

Ready to reach these companies? Verified emails and direct dials for all 55 investment advisory services based in Ottawa, Canada. Start with a free account, no credit card.

Download this list →

Related lists

Investment advisory services by geography

Browse the directory

About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.