Top Investment Firms in Ottawa
14 Companies
List of the Top Ottawa Investment Management Firms
Sponsored
-
$5,000+< $25 / hr10 - 49Ottawa, Canada
Services provided
20% Funding & Investment20% Business Consulting20% Finance Law +2 services20% Financial Advising & Planning20% Financial ConsultingGreat Canadian Debt Relief Inc is a Business Consulting company. They were founded in 2022 and specialize in Business Consulting and Financial Advising & Planning.
Read more -
$10,000+$25 - $49 / hr10 - 49Ottawa, Canada
Services provided
25% Funding & Investment25% Accounting25% Financial Advising & Planning +1 service25% Financial ConsultingRothwell Funding is a small Accounting company. Launched in 2019, the team offers Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed50 - 249Ottawa, Canada
Services provided
100% Funding & InvestmentFunding & Investment company Wesley Clover specializes in Funding & Investment. They were founded in 1986.
Read more -
$250,000+$300+ / hr2 - 9Ottawa, Canada
Services provided
25% Funding & Investment60% Financial Advising & Planning15% Business ConsultingLaunched in 2023, Irimia Partners is a small Financial Advising & Planning company. Their team specializes in Financial Advising & Planning and Funding & Investment.
Read more -
UndisclosedUndisclosed10 - 49Ottawa, Canada
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company InterRent Real Estate Investment Trust was established in 2006. The firm focuses on Commercial Financing and Funding & Investment, and is small.
Read more -
UndisclosedUndisclosed2 - 9Ottawa, Canada
Services provided
50% Funding & Investment50% AccountingAccountrain inc, an Accounting and Funding & Investment company, is in Ottawa, Canada. They offer Accounting and Funding & Investment.
Read more -
$10,000+$25 - $49 / hr10 - 49Ottawa, Canada
Services provided
50% Funding & Investment25% Financial Advising & Planning25% Financial ConsultingThe Penfield Group is a Funding & Investment company founded in 2021. The small team provides Funding & Investment and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Ottawa, Canada
Services provided
30% Funding & Investment70% AccountingDayani Castro Group Corp. Is an Accounting company. The firm is in Ottawa, Canada. Their team offers Accounting and Funding & Investment.
Read more -
$1,000+$100 - $149 / hrFreelancerOttawa, Canada
Services provided
20% Funding & Investment20% Business Consulting20% Financial Advising & Planning +2 services20% IT Strategy Consulting20% Marketing StrategyLaunched in 2023, AG Business Consultant & Associates is a small Marketing Strategy company in Ottawa, Canada. Their team offers Marketing Strategy and IT strategy consulting.
Read more -
UndisclosedUndisclosed10 - 49Ottawa, Canada
Services provided
20% Funding & Investment40% Financial Advising & Planning20% Business Consulting +1 service20% Financial ConsultingExponent Investment Management is a Financial Advising & Planning company. Launched in 2011, the team focuses on Financial Advising & Planning and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Ottawa, Canada
Services provided
10% Funding & Investment30% Financial Advising & Planning30% Insurance Services & Brokers +2 services20% HR Consulting10% Financial ConsultingMDL Financial Group is a Financial Advising & Planning company. The Ottawa, Canada-based company focuses on Financial Advising & Planning and Insurance Services & Brokers.
Read more -
UndisclosedUndisclosed2 - 9Ottawa, Canada
Services provided
10% Funding & Investment20% Accounting20% Business Consulting +3 services20% Financial Advising & Planning20% Financial Consulting10% Insurance Services & BrokersRyan Lamontagne Inc. Is a Business Consulting company. Based in Ottawa, Canada, their small team specializes in Business Consulting and Accounting. The firm was founded in 1994.
Read more -
UndisclosedUndisclosedFreelancerOttawa, Canada
Services provided
20% Funding & Investment20% Corporate Training & Coaching20% Financial Advising & Planning +3 services20% Financial Consulting10% Business Consulting10% HR ConsultingPriti Lad Professional Corporation is a Corporate Training & Coaching company. The Ottawa, Canada-based team specializes in Corporate Training & Coaching and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Ottawa, Canada
Services provided
30% Funding & Investment30% Commercial Financing20% Business Consulting +1 service20% Financial ConsultingFinanciario is a Commercial Financing company based in Ottawa, Canada. The team focuses on Commercial Financing and Funding & Investment.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My MatchesTell us what you need — we’ll match you with top agencies in minutes.
Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
Rollover to see company insights or click a company below for more details.
A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.
By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. Learn More
Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
- Work experience and previous projects
- Market presence and reputation in the industry
List of the Top Ottawa Investment Management Firms
-
$5,000+< $25 / hr10 - 49Ottawa, Canada
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
20% Funding & Investment80% Other -
$10,000+$25 - $49 / hr10 - 49Ottawa, Canada
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
25% Funding & Investment75% Other -
UndisclosedUndisclosed50 - 249Ottawa, Canada
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Funding & Investment -
$250,000+$300+ / hr2 - 9Ottawa, Canada
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
25% Funding & Investment75% Other -
UndisclosedUndisclosed10 - 49Ottawa, Canada
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed2 - 9Ottawa, Canada
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
$10,000+$25 - $49 / hr10 - 49Ottawa, Canada
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed2 - 9Ottawa, Canada
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
30% Funding & Investment70% Other -
$1,000+$100 - $149 / hrFreelancerOttawa, Canada
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
20% Funding & Investment80% Other -
UndisclosedUndisclosed10 - 49Ottawa, Canada
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
20% Funding & Investment80% Other -
UndisclosedUndisclosed2 - 9Ottawa, Canada
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
10% Funding & Investment90% Other -
UndisclosedUndisclosed2 - 9Ottawa, Canada
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
10% Funding & Investment90% Other -
UndisclosedUndisclosedFreelancerOttawa, Canada
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
20% Funding & Investment80% Other -
UndisclosedUndisclosed2 - 9Ottawa, Canada
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
30% Funding & Investment70% Other
Get personalized agency matches based on your project goals.