Canadian Fee-Only Advisors Listing -- Intake Form
This form will collect your data for inclusion in the Canadian Fee-Only Advisors Listing. This database is intended for people who primarily charge clients on an hourly or project basis (i.e., fee-for-service).
There is no charge for a listing. Expect approx 1-2 weeks for this data to be added to the directory.
Is this a new listing, or are you editing an existing entry?
For corrections and edits, please just fill in the fields you wish to change as well as your name and email address.
Editing information currently in the listing database
Your name, as you would like it to appear -- please use First Last format.
Firm or organization name, if applicable
Please select the languages you are comfortable serving clients in.
Please list any professional designations you would like to include in the listing, please prioritize the three most relevant to the front.
Please select all applicable services offered. For "other" please note that one-off specialties may not appear in the full table -- consider adding to the specialties field.
General financial planning
Cashflow management and budgeting
Debt management and credit support
Retirement spending/decumulation planning
Severance, pensions, early retirement
DIY investor support
Expatriate issues/retiring abroad
Please list your fees (by the hour or project-based) and any associated description (esp. for project-based fees).
Typical meeting and target client
Please feel free to use this space to describe a typical client engagement, or the type of client you are looking to work with.
Please list any aspects that you specialize in. Please be brief and selective, this is the place to highlight a subset of the full menu of services, or to mention other aspects of your specialization (e.g., "specializing in retirement planning and decumulation issues"; or, "specializing in the needs of low-income Canadians"; or, "specializing in providing DIY investor support to recent grads and first-time investors").
Please briefly describe your investment philosophy, if applicable.
Do you manage investments for clients?
Yes, I provide management
No, I don't personally provide management, but do refer to my network for implementation
No, I don't provide investment management
Do you work remotely wtih clients, via phone, email, Skype, etc?
No, in-person elements required
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