Polaris Wealth
343 Preston St
Ottawa, ON K1S 1N4
Polaris Wealth is an independent fiduciary wealth management firm based in Ottawa, Ontario, dedicated to guiding clients toward a successful financial future. They offer comprehensive full-service wealth management, which includes creating and managing low-cost, tax-efficient investment portfolios, as well as providing financial planning and managing tax, estate, and life insurance needs.
Clients work closely with a dedicated portfolio manager who serves as their trusted financial advisor, ensuring regular meetings to keep them on track with their financial goals. A minimum investment of $500,000 is required to be eligible for their full-service offerings.
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