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1 | Welcome to the fee-only planners and coaches directory! | ||||||||||||||||||||||||||||||||||||||
2 | This free directory provides a listing of fee-for-service planners and money coaches in Canada. A listing here does not imply a recommendation of any kind by the host. | ||||||||||||||||||||||||||||||||||||||
3 | Green shading under services offered indicates that the given planner does offer those services. The sheet is very wide, keep scrolling right --> | ||||||||||||||||||||||||||||||||||||||
4 | Maintained by John Robertson, see http://directory.valueofsimple.ca for more discussion of the directory and to add yourself to it. | Looking for advice but want to learn to DIY the investment implementation part? Check out course.valueofsimple.ca | |||||||||||||||||||||||||||||||||||||
5 | Services Offered | ||||||||||||||||||||||||||||||||||||||
6 | Name | Firm or Organization | Designation(s) | Languages Spoken | General Financial Planning | Money coaching | Cashflow mgmt and budgeting | Debt mgmt and credit support | Retirement planning | Retirement spending & decum- ulation planning | Tax planning | Estate planning | Insurance planning | Severance pensions early retirement | Portfolio reviews | Portfolio mgmt | DIY investor support | Dual- citizenship cases | Expatriate issues & retiring abroad | Change & transition mngmnt | Disabilities & RDSP | Prof corp | Small family business | Divorce issues | Specialities | Fee Description | Typical Meeting and Target Client | Investment Philosophy | Investment Management | Remote Availability | Province | City | Address | Phone Number | Website | Rnd | |||
7 | Sandi Martin | Sandi Martin Financial Planning | CFP, FEA, CFDS | English | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | No | Yes | No | No | No | No | No | No | Yes | Pre-Retirement and Retirement planning | Fees are calculated after a free initial meeting, and depend on the number of entities involved and complexity of the planning issues. | My clients know the value of working with professional with strong technical competence and deep emotional intelligence. My planning process is designed to support each client's personal definition of success. New clients typically follow a four meeting process (by phone or video chat): 1) Discovery: This is where we get to know each other, and I gather enough information to write a proposal based on your unique circumstances and goals 2) Foundation: Once you've shared information about your current circumstances, we meet for a Foundation Meeting to discuss your values, confirm planning assumptions, and make sure we're working towards the same goals. 3) Plan Presentation: In this meeting we're reviewing our analysis and recommendations, and going through any questions you might still have before you start implementing your plan. I provide continuity of care to clients depending on what kind of ongoing support will be most helpful to them. | I work with a range of portfolio managers and can refer you to one I trust. I do not accept or pay referral compensation of any kind. | No | Yes | ON | Gravenhurst | sandimartin.ca | info[at]sandimartin.ca | 0.678673341 | ||||
8 | Ben Mayhew | Aergo Financial Planning | CFP | English | Yes | 0 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | 0 | 0 | 0 | 0 | Yes | 0 | Yes | Yes | Yes | Physicians - Students to Practice to Retirement, FIRE folks | $250 an hour for single issues. $2000- $4500 for a full plan (Individuals to married, w/kids, w/ corporation, w/ complexity) | Full planning takes around 6 weeks and 3-4 meetings, Young professionals are our best clients | Passive, Index based | No, I don't personally provide management, but do refer to my network for implementation | Yes | NS | Halifax | 801-1800 Argyle Street | (902) 410-9216 | Aergofp.ca | ben[at]aergofp.ca | 0.8546324972 | ||
9 | Kathy Waite | Your NetWorth Manager | Financial Planning Certs 1996 Cert Seniors Advisor Canadian Farm Advisor Cert Cash Flow Specialist in training | English | Yes | Yes | Yes | 0 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | 0 | 0 | Yes | Yes | Yes | Yes | Yes | Yes | Portfolio & investment strategy second opinion /education. Investing to achieve your goals for the lowest cost, taxes & risk possible. Retirement readiness coaching and lifestyle in retirement wisdom. Cash flow. Disaster proofing life, just-in-case plans (advanced care and end-of-life decisions) | Annual subscription so fees are limited but the help you receive is not. $2500 year 1 financial check up, education and on going support. Annual reviews $1000. Young adult children are included. | Are we on track? Can we really retire and maintain our standard of living? A general feeling of unease about our situation. Dissatisfied, suspicious of sales people who may have a hidden agenda. What could we do better? What don’t we know? A long, jargon-filled plan doesn’t hep people get where they want to be or change behaviours. My time tested and proven process provides a framework for success so you feel in control. Ideal client is looking for options, honest answers, education. Whether it’s the edited explanation or in-depth detail, most require a co-pilot to bounce ideas off. | Understanding your time horizons and risk tolerance is key to designing a low cost, minimum volatility asset allocation. I don’t believe in chasing market returns, prefer to index and get our fair share. | No, I don't personally provide management, but do refer to my network for implementation | Yes | SK | Regina | (306) 535-2255 | http://yournwm.ca | K[at]yournwm.ca | 0.8120849557 | |||
10 | Janet Gray | Money Coaches Canada | CFP, EPC, CPCA | English | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | 0 | 0 | 0 | Yes | 0 | Yes | Yes | Yes | Specializing in transition planning like retirement, job changes, divorce, death etc. Also working with small businesses or entrepreneurs. | Free initial 30 minute consultation to discuss your needs. Fees are project based and vary depending on complexity of engagement. Services and price ranges are on the Money Coaches Canada Website. | The typical client engagement is 4-6 months and is a coaching relationship so that motivated individuals can make positive financial changes going forward. | Based on the type of investor you are, we match you with reasonably priced and appropriate investing solutions . We do not receive referral compensation of any kind, but may be able to offer reduced investment management fees. | No, I don't personally provide management, but do refer to my network for implementation | Yes | ON | Ottawa | 355 Duval Ln | (613) 834-6639 | http://mcoaches.ca/JanetG | jaygee1[at]gmail.com | 0.4740411364 | ||
11 | Alexa Bodel | Chalten Fee-Only Advisors Ltd. | CFA, CFP(Canada & US), MBA | English | Yes | 0 | Yes | 0 | Yes | Yes | 0 | 0 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | 0 | Yes | Yes | Yes | Investment Advice - registered in BC and Alberta to give investment advice. Will seek other registrations as necessary. Will work with DIY investors or investors that want us to implement their plan for them. Cross border - CFP in both US and Canada | Project fees - $600 for one module to $3,500 for a comprehensive plan. Investment management fees - % of AUM on a declining scale starting at 1% (includes financial planning) | We work with professionals and their families to help them organize their finances to achieve what they desire in life. We offer complimentary initial consultations which typically lead to a proposal. Once we agree to work together we spend more time to chart a plan for working together to achieve exactly what the client wants/needs. | Evidence-based philosophy - sensible low cost, diversified portfolios with asset allocation based on client risk tolerance and disciplined rebalancing. We do not try to time markets or pick individual stocks. For implementation we use low cost funds from Dimensional Fund Advisors and ETFs from Vanguard and iShares. | Yes, I provide management | Yes | BC | Vancouver | (604) 922-7880 | http://www.chaltenadvisors.com | alexa[at]chaltenadvisors.com | 0.2376489991 | |||
12 | Graham Bodel | Chalten Fee-Only Advisors Ltd. | CFA, MBA, MSc | English | Yes | 0 | Yes | 0 | Yes | Yes | 0 | 0 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | 0 | Yes | Yes | Yes | Investment Advice - registered in BC and Alberta to give investment advice. Will seek other registrations as necessary. Will work with DIY investors or investors that want us to implement their plan for them. | Project fees - $600 for one module to $3,500 for a comprehensive plan. Investment management fees - % of AUM on a declining scale starting at 1% (includes financial planning) | We work with professionals and their families to help them organize their finances to achieve what they desire in life. We offer complimentary initial consultations which typically lead to a proposal. Once we agree to work together we spend more time to chart a plan for working together to achieve exactly what the client wants/needs. | Evidence-based philosophy - sensible low cost, diversified portfolios with asset allocation based on client risk tolerance and disciplined rebalancing. We do not try to time markets or pick individual stocks. For implementation we use low cost funds from Dimensional Fund Advisors and ETFs from Vanguard and iShares. | Yes, I provide management | Yes | BC | Vancouver | (604) 922-7880 | http://www.chaltenadvisors.com | graham[at]chaltenadvisors.com | 0.9653655702 | |||
13 | Ngoc Day | Macdonald Shymko & Co. Ltd. | CFP, CIM, TEP, RFP | English | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | Specializing in comprehensive financial planning tailored to the client's specific goals and situations. | Hourly fees and/or percentage of asset under management | ETFs, non-market prediction approach | Yes, I provide management | Yes | BC | Vancouver | (604) 687-7966 | http://www.macdonaldshymko.com | nday[at]msc-feeonly.com | 0.6719848313 | ||||
14 | Anne Brandt | Anne Brandt CFP | CFP, CFRP | English | 0 | 0 | 0 | 0 | Yes | Yes | Yes | Yes | 0 | Yes | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Retirement planning consultations and reviews | $200 per hour plus GST | Retiring or retired | n/a | No, I don't provide investment management | No, in-person elements required | BC | Coquitlam | 3108 Patullo Crescent | (604) 552-1696 | http://www.annebrandtfinancial.com | anne[at]annebrandtfiancial.com | 0.19903099 | ||
15 | Andy Hammond | Hammond Financial | CPA, CA | English | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | 0 | 0 | 0 | 0 | Yes | 0 | 0 | 0 | Two specialities - Young professionals needing long term financial guidance and strategic advice - Retirees (or near retirees) requiring retirement planning and decumulation advice | Fee examples posted on the website. Project based fees are always a fixed price and quoted in advance. Hourly consultation if required based on $150 per hour. | First hour consultation is complementary. I prefer face-to-face meetings in order to get to know clients and establish a long-term relationship. Typical issues raised are: I need a sober second look at my financial situation Am I on schedule to retire ? Will I have enough to retire on ? How can I pay for everything ?! | Index investing | No, I don't provide investment management | Yes | ON | Ajax | (289) 200 6642 | http://www.hammondfinancial.ca | andyhammond[at]rogers.com | 0.6981856011 | |||
16 | Judith Cane | CHS | English | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes | 0 | Money Coaching fees start at $2,000 + HST Financial Planning fees start at $3,000 + HST Hourly Rate is $180 | I offer a 30 minute complimentary consultation to determine what the client is looking for and whether the services I offer can help achieve their goals. I work with clients who make a good income but can't seem to get out the debt cycle. Once the clients has moved out of that cycle, we work to create and implement a financial plan. | No, I don't provide investment management | Yes | ON | Ottawa | (613) 875-5834 | http://www.judithcane.com | 0.3377735615 | |||||||
17 | Karen Richardsdon | Spring Financial Planning | QAFP | English | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | 0 | Yes | 0 | 0 | Yes | Yes | 0 | Yes | Yes | Cash-flow management strategy and retirement income planning for families. | Engagements start at $2,600 range to $4,000 | I enjoy working with families, and those clients that are very close to retirement and want a retirement income plan. | No, I don't personally provide management, but do refer to my network for implementation | Yes | ON | Kenora | 1217 St. Clair St | (807) 407-5002 | http://www.springplans.ca | karen[at]springplans.ca | 0.7458387012 | |||
18 | Paul Lambe | Consultant | CFP FMA | English | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | Yes | 0 | 0 | 0 | Yes | Yes | Yes | Yes | I provide financial planning on all topics. I specialize in estate issues. | $100/hr, 1st hour or several emails free. | I provide an introductory session for free before a full plan or a one off special need. My focus is estate issues, especially assisting executors settle estates. I also offer digital solutions, send a personal financial review and documents by secure email, I will send back recommendations and a road map, and provide follow up coaching. | Low fee platforms, asset allocation, self-balancing diversified portfolio models | No, I don't provide investment management | Yes | NL | Paradise | 255A St. Thomas Line | (709) 351-6477 | paullambe16[at]hotmail.com | 0.1045620576 | |||
19 | Bruce Q. Thompson | BQT & Associates Financial Planning | CFP | English | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | 0 | 0 | 0 | Yes | Yes | Yes | Yes | Yes | Having spent 5 years providing financial planning services to Canadian physicians, I am very comfortable with the ins and outs of, and tax saving opportunities available with professional corporations. I also specialize in retirement planning and the tax efficient draw-down of retirement assets. | Comprehensive financial plan: $1,800 - $3,600. Individual modules (ie: investment review & recommendations): $500 + $150/hr. No charge, no obligation, 45-60 minute initial consultation. | We typically work with singles or couples approaching, or early into, retirement, who want to be sure that they are making wise choices regarding CPP, OAS, investing, tax minimization, and estate preparation. No-charge, no obligation, 45-60 minute initial consultation. | Investing doesn't have to be complicated or expensive. It does, however, have to be be done based on your individual cash-flow needs and income tax circumstances. | No, I don't personally provide management, but do refer to my network for implementation | Yes | SK | Regina | (306) 216-0016 | bruce.quinn.thompson[at]gmail.com | 0.03760063241 | ||||
20 | Steve Bridge | Money Coaches Canada | CFP | English | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | Yes | 0 | 0 | 0 | 0 | 0 | 0 | 0 | I don't sell any products nor receive any commissions. Everything I do is with my clients' best interests as the number one priority. I specialize in people wanting unbiased help with their retirement or financial plan or help with managing cash flow. | Project-based. Price is dependent on the complexity of the situation (single, couple, children, self-employed, etc.). | Engagements typically last three to four months with three meetings, each lasting 90 minutes to two hours. | I am a proponent of a diversified portfolio of low-fee, broad-based, plain vanilla index funds. No day trading or speculation. | No, I don't personally provide management, but do refer to my network for implementation | Yes | BC | North Vancouver | 2146 Old Dollarton Road | 604-754-5911 | https://moneycoachescanada.ca/about/Steve-Bridge/ | steve[at]moneycoachescanada.ca | |||
21 | Leslie Gardner | Leslie Gardner Financial Planning | CFP | English | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Specializing in cash-flow strategies as well as life transitions such as retirement, death, job changes, etc. I have a bookkeeping background for those with a small business or entrepreneurs. | Advice only financial planning, fees are based on each client complexity and in most cases project based. | A client engagement is typically 4-6 months. I work with cash flow clients those looking for help with debt or finding savings and I work with clients looking for an unbiased review of their finances and recommending changes in order to meet their goals. | No, I don't personally provide management, but do refer to my network for implementation | Yes | BC | Lantzville | 8250 Lorenzen Lane | (250) 320-8432 | lesliegardner0615[at]gmail.com | |||||
22 | Julia Chung | Spring Financial Planning | CFP, CLU, FEA | English | Yes | 0 | 0 | 0 | Yes | Yes | Yes | Yes | Yes | Yes | 0 | 0 | 0 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Specializing in complex planning for business owners and individuals with cross border issues. We coordinate advice, and work with your advisory team to develop seamless, integrated services. Retirement, Tax, Estate, and Family Business are key arenas of expertise. | A flat annual engagement fee is customized based on complexity and estimated time commitment. Hourly rate ranges from $150-$300. We pride ourselves on being unbiased and do not accept referral fees. | Our clients are typically business owners and/or people with dual citizenship or residency. We also work with those who are considering retirement, and in retirement. Meetings are held in person or by telephone/video conference. Our process is built around client needs but usually follows this pattern: Discovery Meeting: No Charge Proposal, Estimate & Engagement Letter Plan Presentation Meeting Quarterly Meetings Ongoing email and phone support for 1 year Annual Update & Re-Engagement | Long Term, Methodical | No, I don't personally provide management, but do refer to my network for implementation | Yes | BC | Surrey | 404-1688, 152nd Street | 844.498.3397 | https://springplans.ca | info [at] springplans.ca | |||
23 | Rose Raimondo | Raimondo & Associates Ltd. | CFP, RFP, CHICoach | English | Yes | Yes | Yes | 0 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | 0 | 0 | 0 | Yes | 0 | 0 | 0 | 0 | We specialize in retirement planning and help clients address questions such as: 1. Do I have enough to retire? 2. When should I collect my pensions and draw down my RRSP? 3. How do I minimize my taxes? 4. How do I invest during my pre- and post-retirement years? | $175 - $250 per hour depending on the type of engagement | We work with clients who are interested in increasing their financial literacy and taking control of their financial decision-making. We work with clients of all ages, but specialize in retirement planning. | No, I don't provide investment management | Yes | AB | Calgary | 305-4625 Varsity Drive NW, #329 | (403) 288-8561 | http://www.raimondo-associates.com | rose[at]raimondo-associates.com | ||||
24 | Heather Franklin | n / a | CFP | English | Yes | Yes | Yes | 0 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | Yes | 0 | 0 | 0 | 0 | 0 | 0 | 0 | No specialized field of endeavour: general, holistic financial planning | Consultation fee > $150 per hour also, pre arranged fee for project | No specific target client | No one size fits all | No, I don't provide investment management | Yes | ON | Toronto | 43 Geraldton Cres. | (416) 223-9826 | msheatherfranklin[at]hotmail.com | ||||
25 | Michael Deepwell | Lamp Financial Inc. | TEP, CPA, CA, CFP, CLU | English | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | Yes | 0 | 0 | Yes | 0 | Yes | Yes | Yes | People appreciate the multi-disciplinary approach Michael brings, with designations in trusts and estates (Trust and Estate Practitioner), financial planning (Certified Financial Planner), accounting and tax (Chartered Professional Accountant), and estate planning (Chartered Life Underwriter). More information at lampfinancial.com | Fee based on client's requests. Projects range from $400-1,000. Comprehensive financial plans range from $2,000-5,000, depending on services, complexity, jurisdictions, and people involved. | Initial complementary meeting to discuss the needs and fit. Then project-based engagement. Typical clients include: entrepreneurs, owner-run businesses looking to grow, young couples combining finances, couples accumulating wealth after their children leave the home, and retirees. Clients also include workshop participants. Michael is an active guest speaker, sharing on personal finances, income taxes, insurance, savings and retirement planning, end of life planning, and financial products to people of all ages. | Based on Client's investment plan | No, I don't personally provide management, but do refer to my network for implementation | Yes | BC | Vancouver | Suite 700 - 838 West Hastings Street, Vancouver, BC V6C 0A6 | (604) 250-8062 | http://www.lampfinancial.com | michael[at]lampfinancial.com | |||
26 | Lenore Davis | Dixon, Davis & Company Inc. | CFP, RFP | English | Yes | 0 | Yes | 0 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | Yes | 0 | 0 | 0 | Yes | Yes | Yes | Yes | We help our clients manage their relationship those who manage their money. We offer tax effective cash flow management strategies as people accumulate wealth and subsequently spend what they have saved. | Ad hoc (focused) consultation $200 per hour. Basic Retirement assessment (cash flow, net worth, income tax evaluation, integration of pensions, RRSP etc) $1800 - $2000. Complex projects up to $5000 | An introductory meeting allows both client and DDC to evaluate the need for our services. We have no minimum net worth or investment portfolio restrictions. Letter of engagement lays out the project and estimated cost. Client provides data, we review and analyse. Interim report and discussion helps focus final report that will have action steps and time lines to be followed. | Capital preservation over a market cycle is key. Modest, predictable income flows forms the base for anticipated returns. | No, I don't personally provide management, but do refer to my network for implementation | Yes | BC | Victoria | 1027 Pandora Ave | (250) 413-3230 | http://www.dixondavis.com | lenore[at]dixondavis.com | |||
27 | Gordon Stockman | Efficient Wealth Management Inc. | CPA, CA, CFP, CIM | English | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Experts in the use of ETF portfolios. Specialists in retirement planning and especially de accumulation. Portfolios designed specifically for de-accumulation. Cross-border and expat experts -- Investment Adviser Representative in New York state, and we also do US tax returns. | True fee-only always with client originated fees only. | First hour free. Initial cash flow based financial plan for all clients. | In all things, we remove client's angst. | Yes, I provide management | Yes | ON | Mississauga | 39 Lakeshore Road East, Suite 100A | (416) 410-9809 | http://www.efficientwealth.com | gostockman[at]efficientwealth.com | |||
28 | Ron Graham | Ron Graham and Associates Ltd. | CA, RFP, CFP | English | Yes | 0 | 0 | 0 | Yes | Yes | Yes | Yes | 0 | Yes | Yes | 0 | Yes | 0 | 0 | Yes | 0 | 0 | 0 | 0 | Hourly Fee of $200 | Buy and hold good quality stocks and bonds | No, I don't personally provide management, but do refer to my network for implementation | No, in-person elements required | AB | Edmonton | 100, 10585 - 111 Street | (780) 429-6775 | http://www.rgafinancial.com | rgraham[at]rgafinancial.com | |||||
29 | Joe Barbieri | Joe the Investor | CFA, BCom, BASc (Civil Eng) | English | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | Yes | Yes | Yes | Yes | 0 | 0 | Yes | 0 | 0 | Yes | 0 | Retirement Planning, Life Transitions, Investments and Tax Strategy | Hourly or Customized Project Fee $150/hour Investment or Retirement Plans $1500 flat fee Complete Financial Plan $2800 flat fee Prices include HST. | My typical client will be seeking an independent opinion, a better understanding of their financial situation, efficiency and simplification in their investments and a holistic approach to financial planning which would include emotional, psychological and individual lifestyle preferences. | Focus on Low Cost Portfolios customized for client needs | No, I don't provide investment management | Yes | ON | Toronto | 309-80 Quebec Avenue | (647) 286-8020 | http://www.joetheinvestor.ca | joetheinvestor.today[at]gmail.com | |||
30 | Margaret (Peggy) Cameron | Cameron Leadership Development Inc. | CFP, RFP, MBA, FDS | English | Yes | Yes | 0 | 0 | Yes | Yes | Yes | 0 | 0 | Yes | 0 | 0 | 0 | Yes | Yes | Yes | 0 | 0 | Yes | Yes | 1) Helping individuals overcome the limiting beliefs and fears that are holding them back from the success they want; 2) Coaching you through any financial question/crisis such as starting a new business, early retirement planning, lay offs, divorce, or death in the family 3) Income tax strategies | $275/hr+HST for hourly work; Projects quoted at the time; | I work with you to 1) Figure out where you are now and where you want to go 2) Develop strategies to ensure you get there 3) Figure out what resources you need to get there 4) Make sure you are ready to move forward | No, I don't personally provide management, but do refer to my network for implementation | Yes | ON | Ottawa | Suite 305 - 150 Isabella St., Ottawa, ON K1S 1V7 | (613) 699-5125 | http://www.CameronLeadership.ca | CameronLeadership[at]gmail.com | ||||
31 | Mike Bayer | Strategic Analysis Capital Management Inc. | CFP, CIM, FCSI | English | Yes | 0 | 0 | 0 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | 0 | 0 | 0 | Yes | Yes | Yes | I add value by focusing on three areas: Portfolio Construction (using broadly diversified low cost ETF's), Wealth Management (rebalancing and value averaging) and Behavioural Coaching (helping you to make smarter and more rational investment decisions). | Professional services are billed at a fee of $250 per hour with a 10 hour minimum engagement. Typically, a simple investment plan will require 10 hours of consulting and implementation services. | I'm happy to work with any client (large or small) who is committed to an evidence based investment approach. In simple terms, a disciplined buy and hold approach using broadly diversified low cost ETF's (Exchange Traded Funds) and/or indexed mutual funds. No active management, no hedge funds, no private equity, no "alternative" investments. | Evidence based investing | Yes, I provide management | Yes | ON | Mississauga | 5572 Haddon Hall Road | (416) 576-6777 | https://www.financialstrategy.ca | mikebayer[at]financialstrategy.ca | |||
32 | Jason Heath | Objective Financial Partners Inc. | CFP | English | Yes | 0 | 0 | 0 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | We specialize in retirement planning with a focus on accumulation and decumulation issues. We also provide tax, estate, investment and insurance planning services. | Our fees are generally project-based and dependent on a client's personal situation. We can provide a quote after an initial phone conversation. | We work with clients of all ages. We work with clients who are employees as well as those who have corporations and more complex situations. Most of our clients live in Ontario, but we work with many people across the country as well as expatriates with Canadian ties. The ideal client is someone looking for objective and comprehensive financial advice. | We have a bias towards a low-cost, low turnover, passive approach, but see our role primarily as educators so that a client is investing on purpose. Most of our clients work with an investment adviser where our role is complimentary, but many are DIY investors. | No, I don't personally provide management, but do refer to my network for implementation | Yes | ON | Markham | 8500 Leslie Street, Suite 101 | (416) 691-8471 x 1 | http://www.objectivefinancialpartners.com/ | jheath[at]objectivefinancialpartners.com | |||
33 | William D. Jack | William D. Jack & Associates | CFP, FCIA, CPCA | English | 0 | 0 | 0 | 0 | Yes | Yes | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes | 0 | 0 | 0 | 0 | Lifestyle and financial aspects of retirement. Specialization in retirement income planning and retirement income generators. | Fees based on $250 per hour and complexity of situation. After introductory meeting, I provide fixed fee quote usually, $2,500 to 3,500. I provide a range to allow for additional scenarios. | Clients approaching retirement or starting the transition to decumulation. Three to four face-to-face meetings, preferably with spouse involved. | I refer clients to experts | No, I don't personally provide management, but do refer to my network for implementation | Yes | ON | Toronto | 36 Toronto Street | (416) 815-7200 | http://www.williamjack.ca | william[at]williamjack.ca | |||
34 | Rona Birenbaum | Caring for Clients | CFP | English | Yes | 0 | Yes | 0 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | yes | yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Integration of tax, cash-flow needs and investment strategies pre-and post retirement. Planning for business owners selling or planning to sell their company. Family CFO role coordinating accountants, lawyers, investment managers and other relevant players for the benefit of our client families. | Project based planning typically ranges from $5500 - $7500 | Our clients are successful executives, entrepreneurs and their families. Our financial planning approach helps clients feel more relaxed and confident about their future by focussing first on the life they really want and by helping them avoid The Money Focus Trap. Through a combination of standard financial planning processes and advanced life planning and coaching exercises, clients move confidently towards their financial and life goals, while enjoying their life more today. | Our investment philosophy is essentially long term and conservative in nature while structuring a portfolio based on each client’s risk profile and long term needs. We put particular emphasis on generating a combination of income and growth from investments while containing risk of capital loss within defined parameters – as a result, our clients sleep more soundly at night. | Yes, I provide management | Yes | ON | Toronto | 69 Yonge St. | (416) 363-8500 x135 | http://www.caringforclients.com | rona[at]caringforclients.com | |||
35 | Edmond Fhima | Tulett, Matthews and Assoc. | C.Adm.F.P., CFP, RFP | English, French | Yes | 0 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | 0 | Yes | Yes | Yes | Yes | Yes | Yes | Specialize in small business owners, executives and retirees. | Hourly rate is $195 plus taxes. Typical fees for retirement analysis, $1,500 to $2,000. | Small business owners Executives from large and medium corporations Retirees | Proper diversification by asset class and by region is crucial to a successful investment portfolio. | No, I don't personally provide management, but do refer to my network for implementation | Yes | QC | Kirkland | 3535 St-Charles Boulevard | (514) 695-0096 Ext.110 | http://www.tma-invest.com/ | edmond[at]tma-invest.com | 0.6372703896 | ||
36 | Caroline Nalbantoglu | CNal Financial Planning Inc. | C.Adm.F.P., CFP, RFP | English, French | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | 0 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Cross border issues, expatriate issues, retirement planning, helping choose investment advisors, tax planning, estate palnning. | Hourly: $250 Full financial plan:$3,500-$4,500 depending on the complexity Retirement plan:$2,000 and $2,500 for 2 scenarios | Typical client is looking for guidance either in planning matters such as estate planning, or expatriate issues or more typically, retirement planning. Have they saved enough to retire? How do they begin disbursements? What is the more tax efficient way to disburse? Are they properly diversified in their investments? | No, I don't personally provide management, but do refer to my network for implementation | Yes | QC | Montreal | 20 Saint-Paul W, suite 302, H2Y 1Y7 | (514) 798-4895 x1 | http://www.cnalfp.com | cnalbantoglu[at]cnalfp.com | 0.6960934977 | |||
37 | Trevor Van Nest | Niagara Region Money Coaches | CFP | English | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | Yes | 0 | 0 | Yes | 0 | Yes | Yes | 0 | I specialize in educating my clients becoming smarter with their money - from understanding insurance to becoming low-cost ETF investors. With tools and experience to help clients eliminate debt and build net worth to helping clients retire in comfort, knowing how to decumulate resources. | Project based ranging from $1485 - $2685 | I work with individuals and couples from every demographic (just starting out to well into retirement, from highly indebted to very wealthy) | 100% ETFs: low cost, highly diversified, risk-appropriate | No, I don't personally provide management, but do refer to my network for implementation | Yes | ON | St. Catharines | 36 Hiscott Street, Suite 200 | (289) 969-4180 | http://www.NiagaraRegionMoneyCoaches.com | Trevor[at]niagararegionmoneycoaches.com | 0.8187095909 | ||
38 | Stevan Dostanic | Astrolabe Financial Group Inc. | CFA | English, French | Yes | 0 | 0 | 0 | Yes | 0 | Yes | 0 | Yes | Yes | Yes | 0 | Yes | 0 | 0 | Yes | Yes | Yes | 0 | 0 | Specializing in helping individuals transition to a do it yourself (DIY) passive indexing approach, using low fee Exchange Traded Funds (ETFs) to construct properly diversified investment portfolios aligned with client goals and risk tolerance. Professional guidance for DIY investors. | $150/hr with an average cost of $1,500 to $3,000+ depending on complexity. | An introductory call is made to discuss client needs and potential cost (free of charge). If there is a good fit between us and the client, a face to face meeting is held to gather more detailed information. Average client is looking for professional guidance as they transition to a do-it-yourself portfolio management approach using low cost exchange traded funds (ETF) or someone looking to get confirmation on income sustainability at retirement (retirement planning). | Passive Indexing with a focus on Asset Allocation and Rebalancing | No, I don't provide investment management | Yes | ON | Ottawa | 1775 Courtwood Crescent, Suite 200 | (613) 221-6061 | http://www.astrolabefinancial.ca | stevan.dostanic[at]astrolabefinancial.ca | 0.6520216058 | ||
39 | Ryan Kerr | Astrolabe Financial Group Inc. | CFA | English | Yes | Yes | Yes | 0 | Yes | Yes | Yes | 0 | 0 | Yes | Yes | 0 | Yes | 0 | 0 | Yes | Yes | Yes | 0 | 0 | Specializing in helping individuals transition to a do it yourself (DIY) passive indexing approach, using low fee Exchange Traded Funds (ETFs) to construct properly diversified investment portfolios aligned with client goals and risk tolerance. Professional guidance for DIY investors. | Our rates are $150/hour. Comprehensive financial plans generally average 20-25 hours. | An introductory call is made to discuss client needs and potential cost (free of charge). If there is a good fit between us and the client, a face to face meeting is held to gather more detailed information. Average client is looking for professional guidance as they transition to a do-it-yourself portfolio management approach using low cost exchange traded funds (ETF) or someone looking to get confirmation on income sustainability at retirement (retirement planning). | Passive Indexing with a focus on Asset Allocation and Rebalancing | No, I don't provide investment management | Yes | ON | Ottawa | 1775 Courtwood Crescent, Suite 200 | (613) 221-6061 | http://www.astrolabefinancial.ca | ryan.kerry[at]astrolabefinancial.ca | 0.577702017 | ||
40 | Gina Macdonald | Macdonald Shymko & Company Ltd. | CFP, RFP, CIM | English | Yes | Yes | Yes | 0 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | Yes | 0 | Yes | Yes | Yes | Comprehensive financial planning and portfolio management services. | Hourly $240 per hour Assets under Management assessed a percentage fee. | Looking for motivated individuals focused on achieving their personal and financial goals. | Yes, I provide management | Yes | BC | Vancouver | 950-510 Burrard Street | (604) 687-7966 | http://www.macdonaldshymko.com | gmm[at]msc-feeonly.com | 0.8485832449 | |||
41 | Shannon Lee Simmons | New School of Finance | CFP, CIM | English | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | Yes | 0 | Yes | 0 | Yes | 0 | 0 | Yes | 0 | Yes | Yes | Yes | Project-based $295-$950 | Household financial planning, divorce planning, self-employed, retirement | No, I don't provide investment management | Yes | ON | Toronto | 51 Wolseley | (416) 645-7045 | www.shannonleesimmons.com | shannon[at]newschooloffinance.com | 0.03476833231 | ||||
42 | Susan Stefura | Bespoke Financial Consulting Inc. | CFP, RFP, TEP, FCSI, CDFA | English | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | 0 | 0 | 0 | 0 | Yes | Yes | Yes | Yes | Yes | Specializing in retirement planning and decumulation issues, as well as tax minimization strategies. Specializing in collaborative divorce. | $250/hour and also project-based fees depending on planning work (see website for full list) | We have a 2-meeting process starting with a Discovery meeting to fully understand individual goals & objectives, followed by a Plan Presentation meeting where we review and discuss your plan in detail. We provide you with specific recommendations and an Action Checklist that keeps implementation on track. Our clients include employees, retirees, business owners and professionals of all ages. Our best clients are people who are motivated to take charge of their financial future and looking for expert advice to make sure they are on the right track and not missing any opportunities. | N/A | No, I don't personally provide management, but do refer to my network for implementation | Yes | ON | Toronto | 100 King Street West, 56th Floor | (647) 980-9113 | http://www.bespokefinancial.ca | susan[at]bespokefinancial.ca | 0.3080409774 | ||
43 | Cherise Berman | Bespoke Financial Consulting Inc. | CA, CFP, RFP, TEP | English | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | 0 | 0 | 0 | 0 | Yes | Yes | Yes | Yes | 0 | Specializing in retirement planning and decumulation issues, as well as tax minimization strategies. | $250/hour and also project-based fees depending on planning work (see website for full list) | We have a 2-meeting process starting with a Discovery meeting to fully understand individual goals & objectives, followed by a Plan Presentation meeting where we review and discuss your plan in detail. We provide you with specific recommendations and an Action Checklist that keeps implementation on track. Our clients include employees, retirees, business owners and professionals of all ages. Our best clients are people who are motivated to take charge of their financial future and looking for expert advice to make sure they are on the right track and not missing any opportunities. | N/A | No, I don't personally provide management, but do refer to my network for implementation | Yes | ON | Toronto | 100 King Street West, 56th Floor | (416) 875-9113 | http://www.bespokefinancial.ca | cherise[at]bespokefinancial.ca | 0.0195816793 | ||
44 | Ian Black | Macdonald, Shymko & Company Ltd | RFP, TEP, Portfolio Manager | English | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Retirement planning, estate planning and portfolio management. | $240 per hour for financial planning, percentage of portfolio for management. | On-going relationship with business owners and professionals. Provide comprehensive financial planning and investment management, including income tax preparation. | We use ETFs and other non-active strategies. | Yes, I provide management | No, in-person elements required | BC | Vancouver | 950 510 Burrard St | (604) 687-7966 | http://www.macdonaldshymko.com | iblack[at]msc-feeonly.com | 0.4264130455 | ||
45 | Daniel Trezub | English, Brazilian Portuguese | 0 | Yes | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Specializing in money behaviour and money habits. | 10 weekly online sessions: we'll work on money-related habits and behaviour, assess your present situation and design a specific goal. One payment of $1000 or 3 payments of $370. | I help people with a decent income to overcome money-related problems, helping them take control of their finances to stop worrying about money so they can focus on what's really important in life (according to themselves). | No, I don't provide investment management | Yes | QC | Montreal | 3-5000 boulevard Pie-IX | (514) 998-8952 | http://www.savewithdan.ca | daniel3ub[at]gmail.com | 0.7496304198 | |||||
46 | John Palimaka | Polonus Financial Services | CFP | English | Yes | Yes | 0 | 0 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | Yes | 0 | 0 | 0 | Yes | 0 | 0 | 0 | Retirement planning, income tax preparation, financial planning for persons with disabilities, support for major decisions such as transition from a family home to a retirement residence and insurance needs analysis | My hourly fee is based on the income of the client in order to provide affordable financial planning for anyone that feels they have a need for it. My minimum rate is $60 per hour. | Since I provide income tax preparation services to my clients, my financial planning services are often an extension of this service based on discussions I have with my clients in gathering the information required to prepare their tax returns. | A GIC ladder as a foundation plus ETFs | No, I don't provide investment management | Yes | ON | Ottawa (East) | P.O. Box 46101, RPO Beacon Hill, Ottawa, ON K1J 9M7 | (613) 715-0820 | http://www.polonusfinancial.com | polonus.financial[at]gmail.com | 0.8574757782 | ||
47 | Nancy Grouni | Objective Financial Partners Inc. | CFP | English | Yes | 0 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Specializing in retirement planning, investment planning and eldercare planning needs. | Our Single meeting Retirement Plan Analysis starts at $3,000 plus HST and our Two Meeting Comprehensive Financial and Investment Plan Analysis starts at $4,500 plus HST. | I provide fee only, unbiased comprehensive financial planning advice. I do not sell any products and do not receive any referral fees. In this way, my advice remains 100% unbiased and am able to put my clients best interests forward. I work with single people, couples, seniors and families at all planning stages. I empower them with the advice and tools they need to take control of their financial lives. | No, I don't personally provide management, but do refer to my network for implementation | Yes | ON | Markham | 8500 Leslie Street, Suite 101 | (416) 691-8471 x 5 | http://objectivefinancialpartners.com/ | ngrouni[at]objectivefinancialpartners.com | 0.7416540774 | |||
48 | Markus Muhs | Canaccord Genuity Wealth Management | CFP, CIM | English | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | 0 | 0 | 0 | Yes | Yes | Yes | Specializing retirement, education planning as well as Prof Corps. Insurance planning is offered through a very experienced partner who is insurance licensed. He is salary + commission, with commission split 50/50. For fee-only clients I deduct my portion of the commission from outstanding fees. | $300/hr base rate with a 10 hour minimum commitment ($3000). Tracked to the nearest half hour. No commitment required beyond that, but hours are reloaded at minimum 5 hours on an ongoing basis. | Typically people who seek me out are in their 30s and just realizing they need to start thinking about their retirement plan and how to pay for their kids' education. Other new clients are just about to or recently retired. An initial 30 minute Zoom call is free and open to anyone (and I'm committed to making it worth your time) and from there we can decide if and how to move forward. | Evidence based, simplicity, minimal fees, maintain discipline | Yes, I provide management | Yes | AB | Edmonton | 570-10180 101 St NW | (780) 408-1502 | https://www.muhs.ca | mmuhs[at]cgf.com | 0.2065697276 | ||
49 | Nicholas Hui | VAVE Financial Planning | CFP, TEP, MBA, P.Eng | English | Yes | Yes | Yes | 0 | Yes | Yes | Yes | Yes | Yes | 0 | Yes | 0 | Yes | 0 | 0 | Yes | 0 | 0 | 0 | 0 | - Cash Flow Management - Retirement Projections - Scenario/Transition planning - Helping clients move away from high fee mutual funds to set up either a Passive Portfolio of ETFs or through a Robo-advisor | Comprehensive Plans start at $1,500 and include 12 months of money coaching. Fees are based on the time and complexity of the plan, which is based on our free 30 minute discovery meeting | 30 minute free initial consultation. Target clients are young professionals and families. | I believe in a balanced, globally diverse, portfolio of low-cost ETFs with regular re-balancing or utilizing a robo-advisor. | No, I don't personally provide management, but do refer to my network for implementation | Yes | ON | Markham | 12 Kentley Street | (647) 220-3122 | http://www.vavefinancial.com | nhui[at]vavefinancial.com | |||
50 | Murray Child | Opus Wealth Advisors Inc. | CFP, RFP | English | Yes | 0 | Yes | 0 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | 0 | 0 | 0 | 0 | 0 | Yes | Yes | 0 | Specializing in Retirement Income Planning, Estate Planning and Wealth Advisory for corporations | $250 per hour or minimum $1,500 for full financial plan, usual range is $2,500 to $5,000 | We spend a lot of time to get to know our clients and their needs. Every solution is unique....no cookie cutter plans. Our client service program differentiates us. | Yes, I provide management | No, in-person elements required | ON | Waterloo | 745 Bridge Street W, Unit 3 | (519) 888-6160 | http://www.opuswealthadvisors.com | murray[at]opuswealthadvisors.com | 0.06863547084 | |||
51 | Matthew Beckett | Coastal Community Private Wealth Group | CFP, CIM, BCom | English | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Multi-generational Financial Planning Goals Based Vision process with a Road Map on how to get there Tax Planning Estate Planning Portfolio Management | Depending on the complexity $1000 to $2500 for the initial plan and $900 to $1400 annually updating. Complex situations would include trust planning, caregiver support program or corporate planning. | 3 to 4 meetings online, over the phone or in person over 90 days. We are looking for clients who are engaged in their finances and want to take control. The ideal client is affluent families, business owners or professionals. | Investment Approach: BE LOGICAL "Be Logical” means think about how this investment will serve the world we live in today or in the future. We take a long-term view on investing to produce consistent returns over time. It means consistently sticking to a systematic, disciplined, logical investment approach no matter what the market outlook. And it means staying true to our objectives, ignoring the market noise, anxiety and turning those headwinds into opportunities for future growth. | Yes, I provide management | Yes | BC | Courtenay | 1045 Ryan Rd | (250) 703-4165 | http://coastalwealth.ca/contact/matt-beckett/ | matt.beckett[at]cccu.ca | 0.6001496277 | ||
52 | Thomas Venner | CFP, CEA | English | Yes | 0 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | Yes | 0 | 0 | 0 | 0 | 0 | Yes | Yes | Retirement Planning, both saving and decumulation, as well as Estate Planning. I have the Certified Excecutor Advisor designation and provide council to clients that have been named as executors. | Consultations (phone, email, in-person): $75/hr Retirement Income & Sustainability Projections: from $250 Written Financial Plans: min $250, increasing with time required/complexity Taxes from $25 | Typical first meeting with client is to discuss their Financial Planning requirements and determine if the services I offer are a good fit. If it is decided that we are to move forward I give the client a Letter of Engagement which outlines which services I will be providing and an estimate of costs. In some cases I answer client questions and follow up with supplemental materials and charge only for my time. When a written plan is required I collect the required documentation from the client and arrange a meeting to go over the resulting plan. I provide access for follow up questions etc by phone/email for no extra charge. | Emphasis on lower volatility/risk adjusted returns with capital preservation as a priority. | Yes, I provide management | Yes | ON | Hamilton | 608 Upper Sherman Ave | (905) 512-2311 | http://www.feebasedfinancialplanning.info | thomasvennercfp[at]gmail.com | 0.1928265684 | |||
53 | Chris Ryan | Ryan Lamontagne Inc. | CFP, CFA | English, French | Yes | 0 | 0 | 0 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | 0 | 0 | Yes | 0 | Yes | Yes | 0 | Our firm offers a wide range of financial services including: financial planning, tax advice and preparation, wealth management, business advice, and corporate accounting. | Financial Planning: $195/hour A comprehensive plan will cost between $1,500 to $3,000, depending on work involved. Cost is determined during an initial complimentary meeting. | Complimentary initial meeting to discuss the client's financial situation and determine how we are able to address the client's needs. Typical clients include: - Clients transitioning between employers/careers - Clients preparing for retirement (15-2 years from retirement) - Professionals (engineers, lawyers, business executives) - Entrepreneurs - Retirees | Cost effective, ETF based portfolio with a focus on tax-efficient asset allocation and regular rebalancing. | Yes, I provide management | Yes | ON | Ottawa | 1565 Carling Ave., Suite 602 | (613) 596-3353 | www.ryanlamontagne.com | chris.ryan[at]ryanlamontagne.com | 0.8538061589 | ||
54 | Andrew W Bradley | AndrewWBradley.ca Financial Services | RRC | English | Yes | 0 | Yes | 0 | Yes | 0 | 0 | Yes | Yes | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Specialize in Retirement Planning | $295 for comprehensive retirement plan. | People looking to retire in then next 10 years and those that need to maximize their retirement income. | Preservation of capital. | Yes, I provide management | Yes | ON | Ottawa | 13B-2100 Thurston Drive | (613) 286-6841 | http://andrewwbradley.ca | info[at]andrewwbradley.ca | 0.9449651183 | ||
55 | Ayana Forward | Retirement in View | CFP | English | Yes | Yes | Yes | 0 | Yes | Yes | Yes | 0 | 0 | Yes | Yes | Yes | Yes | 0 | 0 | 0 | 0 | 0 | Yes | 0 | Retirement Income and Cashflow Planning Tax Planning ETF Investment Portfolio Management on a referral basis | $185/hour. Plans starting at $1,000. | Typical clients are within 1-3 years of retirement and are looking for a clear plan. Through proactive tax and retirement income planning our goal is to help you get peace of mind surrounding your finances so that you can get the most out of retirement. | Low cost, broadly diversified ETF portfolios | No, I don't personally provide management, but do refer to my network for implementation | Yes | ON | Ottawa | 240 Catherine St. Suite #201 | (613) 416-9593 | http://www.retirementinview.ca | info[at]retirementinview.ca | 0.2079361482 | ||
56 | Don Maycock | Advantage Wealth Planning | CFP, CIM, P. Eng | English | Yes | 0 | Yes | 0 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | 0 | 0 | Yes | 0 | Yes | Yes | 0 | Specializing in retirement income planning for either pre or post retirees. | The minimum fee for a written financial plan is $499 plus HST. | Typical client is age 40 and older. A written fee-for-service Financial Plan includes 1) determining your goals and expectations 2) clarifying your present financial status and identifying any problem areas and opportunities. It excludes implementation, review and ongoing monitoring. | Yes, I provide management | Yes | ON | Kingston | 738 Newmarket Lane | (613) 766-0427 | http://advantagewealthplanning.ca/ | don[at]donmaycock.com | 0.005137148365 | |||
57 | Heather Franklin | CFP | English | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | 0 | Yes | 0 | Yes | 0 | 0 | 0 | 0 | 0 | 0 | 0 | To empower you to take control of your financial situation To help you identify and define your financial goals and objectives Increase your financial literacy To interpret the appropriate financial products and services available Assist you with “navigating” change | Fee-for-service Project based | Holistic planner with no specific target demographic | Buy and hold | No, I don't provide investment management | Yes | ON | Toronto | 43 Geraldton Cres | (416) 223-9826 | msheatherfranklin[at]hotmail.com | 0.4177919776 | ||||
58 | William (Bill) Green | William Green Fee Only Planner | CFP, CIM | English | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | 0 | 0 | Yes | Yes | 0 | 0 | Yes | 0 | Yes | Yes | Yes | I mostly work with clients that are either DIY investors or clients that are looking for a second opinion. I offer a free 30 minute consultation where the clients and I figure out if we are a good fit for each other. | I charge $250 an hour based on 15 minute increments. Plans typically take between 7 and 15 hours. | No, I don't provide investment management | Yes | ON | Bracebridge | 12 Milton St | (705) 812-8132 | FeeOnlyPlanner.ca | Bill[at]Feeonlyplanner.ca | 0.02341248829 | ||||
59 | Scott Plaskett | IRONSHIELD Financial Planning | CFP | English | Yes | Yes | 0 | 0 | Yes | Yes | Yes | Yes | Yes | Yes | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes | Yes | 0 | Continuous review and improvement; business owners. | Two, free initial meetings are designed to educate prospective clients on our services and allow us to evaluate what fee-based financial planning program is best suited to a client's needs. | I specialize in financial planning for business owners. Our other financial planners specialize in other areas. Best to visit our website or call to book an information session call to find out more. | No, I don't personally provide management, but do refer to my network for implementation | Yes | ON | Toronto | 701 Evans Avenue, Suite 400 | (416) 626-6515 | http://www.ironshield.ca | scottplaskett[at]ironshield.ca | ||||
60 | Mike Gomes | Team Up Planning Group Inc. | CFP | English, Portuguese | Yes | Yes | Yes | 0 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | Yes | 0 | 0 | 0 | Yes | Yes | Yes | Yes | Specialized in helping Canadians through the pre-retirement phase and getting prepared and confident with their retirement. | Two, free initial meetings are designed to educate prospective clients on our services and allow us to evaluate what fee-based financial planning program is best suited to a client's needs. | We specialize in financial planning for young professionals, established families, retirees and business owners. | No, I don't personally provide management, but do refer to my network for implementation | Yes | ON | Vaughan | (647) 727-8833 | http://www.teamupplanning.ca | mike[at]teamupplanning.ca | 0.8078723219 | ||||
61 | Steve Ambeault | Morrison & Partners Wealth Strategies Inc. | CPA, CA, FCSI, CFP, CIM, FMA | English | Yes | 0 | 0 | 0 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | 0 | 0 | 0 | 0 | 0 | Yes | 0 | Specializing in retirement planning, decumulation planning and tax minimization | - $250/hr - For a standard retirement plan, fee usually works out to $3,100 | For retirement projections, 1hr fact-finding meeting, emailed draft within 2-3 weeks, 1hr follow-up review meeting, finalized plan and bound copy shortly after | Investment portfolios are tailored to support planning goals, on both a risk and return basis. | Yes, I provide management | Yes | AB | Edmonton | 4955 55 AVE NW | (780) 488-2644 | http://morrisonpartners.com/ | steve.ambeault[at]holliswealth.com | |||
62 | Dino Comegna | Greenridge Financial Group | CFP, FMA | English | Yes | 0 | Yes | 0 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | 0 | 0 | 0 | 0 | Yes | Yes | 0 | We specialize in fill financial planning including but not limited to Retirement, Estate, Tax, Insurance, Estate Planning | $250/hr Usually charge between $2,500 to $4,000 for a full financial plan | We work with the clients to develop a plan over a few meetings via phone,email and in person. People looking for a unbiased view on their situation and strategies they are currently using. | Yes, I provide management | Yes | ON | Kitchener | 515 Riverbend Dr | (519) 804-9322 | http://www.greenridgegroup.ca | dino[at]greenridgegroup.ca | ||||
63 | Matthew Ardrey | TriDelta Financial | CFP, FMA, CIM | English | Yes | 0 | Yes | 0 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | 0 | Yes | 0 | 0 | Yes | Yes | Yes | Specializing in comprehensive financial planning, and investment management for affluent clients Specializing in tax minimization strategies Specializing in maximizing retirement income Specializing in estate maximization and wealth retention | Fees are project based: Comprehensive Financial Plan $2,500 - $4,000 Retirement Projections $1,000 - $2,000 Portfolio Review $500 - $1,000 | Typical client will be higher net worth ($250,000+) and have a need for comprehensive financial planning. Will begin with an initial meeting (no charge) to determine if we are a suitable match. From there proceed to gathering the information for the plan, analyzing and meeting again to deliver the plan and recommendations. | Quantitative analysis with active security selection combined with alternative investments | Yes, I provide management | Yes | ON | Toronto | 410-2 Sheppard Ave E | (416) 671-4371 | http://www.tridelta.ca/our-approach/who-we-are/matthew-ardrey/ | matt[at]tridelta.ca | |||
64 | Tom Feigs | Money Coaches Canada | CFP | English | Yes | Yes | Yes | 0 | Yes | Yes | Yes | Yes | Yes | Yes | 0 | 0 | 0 | 0 | 0 | Yes | 0 | Yes | Yes | 0 | Specialize in creating a strong financial communication plan for couples, multiple scenario retirement planning, real estate investment performance, low cost investment solutions | Fees are generally project-based and dependent on a client's personal situation. Can provide a quote after an initial phone conversation. | Work with clients age 40+. Most of my clients live in Alberta and I work with people across the country. The ideal client is someone looking for objective and comprehensive financial advice. | No, I don't personally provide management, but do refer to my network for implementation | Yes | AB | Calgary | 346 Chapparal Ridge Circle SE T2X 3L5 | (403) 401-1094 | http://moneycoachescanada.ca/about/tom-feigs | tom[at]moneycoachescanada.ca | ||||
65 | Russ Dyck | Finovo | Fee-Only Financial Planning | CFP | English | Yes | 0 | Yes | 0 | Yes | 0 | 0 | Yes | 0 | Yes | Yes | 0 | Yes | 0 | 0 | Yes | 0 | Yes | Yes | Yes | Specializing in the needs of Canadians aged between 25 and 45, needing to get their finances in order due to: a new job, a new spouse, a new baby, or a new house ;) | Standard Financial Plan/Three Meeting Process - $1,350 Comprehensive Plans/Ongoing Support - starts at $3,500/year One-off Consultation/Review - $487 | We see the same concerns from people who come to us for financial coaching: they are interested in starting a family and want to get their financial situation in order, they feel like no matter what they do, unsure of what their retirement might look like, they can’t get ahead, or the bills keep adding up along with the stress. Finovo helps by making sure people have clear goals and start gaining momentum to build healthy financial habits. | Buy and Hold, Low Cost Index Funds | No, I don't personally provide management, but do refer to my network for implementation | Yes | AB | Calgary | #815 - 736 8 Avenue SW, Calgary, AB T2P 1H4 | (587) 333-3280 | https://finovo.ca | russ[at]finovo.ca | |||
66 | Derek Moran | Smarter Financial Planning Ltd. | RFP | English | Yes | Yes | Yes | 0 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | Yes | 0 | 0 | Yes | Yes | Yes | Yes | Yes | My job is to answer questions plus point out questions clients should be asking, then put it in perspective so they can make a sensible decision. | 200$ + GST Hourly. You may have as much or little of my time as you like. I prefer a series of discussions over a formal written plan. | Since we charge hourly, it doesn't matter if your net worth is ten thousand or ten million. Plan on an intial meeting of about $500+tax, tax deductible. That may suffice or you may wish to get into greater detail. | Portfolio cores are conservative dividend income stocks and dividend growth. Conservative mortgage pools (MICs) are disucussed as well. We cover the options of self-directed management and hiring professionals and leave the decision up to you. | No, I don't personally provide management, but do refer to my network for implementation | Yes | BC | Kelowna | #214-3030 Pandosy St. | (236) 420-4090 | https://www.whencaniquit.ca/ | derek[at]smarterfp.ca | |||
67 | Ben Van Dyke | New Growth Planning | CFP | English | Yes | Yes | Yes | Yes | Yes | 0 | Yes | Yes | Yes | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | I work exclusively with people in their 20's and 30's who want to do awesome things with their money! | 4 month comprehensive coaching package starts at $350/mo for 4 months. After this period, additional coaching can be provided from $150/mo. | I work with my clients over a minimum 4 month time period and teach them how to use their money to create the life they want. Once I have developed an action plan that will allow them to achieve their goals, we work together to implement the plan and make adjustments as needed. All meetings are completed virtually, so we can meet whenever and wherever works best. Plus, this makes pants optional! For more info, please see here: https://newgrowthplanning.com/what-to-expect/ | I believe in keeping costs low and using broadly diversified index funds to build wealth over the long-term. | No, I don't personally provide management, but do refer to my network for implementation | Yes | BC | Victoria | 2151 Haultain St. | (250) 893-8321 | http://www.newgrowthplanning.com | ben[at]newgrowthplanning.com | |||
68 | Paul Duxbury | Duxbury and Associates | CFP, FCIA | English | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | Yes | 0 | 0 | Yes | Yes | 0 | 0 | Yes | Helping individuals with retirement preparation, understanding retirement income or decumulation solutions, pension advice (options, retirement dates, commuted values), cash flow, budgeting and debt management, portfolio reviews. | Project based fees. $150/hour. Full review typically $950-$2,000 based on complexity. Monthly/quarterly fee for financial coaching. Fee guarantee after free initial discovery meeting (up to 1 hour). | My clients often come to me with a specific financial concern. They may be thinking about retirement or are retired. They may have terminated employment or separated from their spouse, or they may be thinking about such a step. They may have cash flow issues. Often, there are pension related questions. Should I take the commuted value from my company pension plan? When should I retire? When should I start my CPP or OAS? Unbiased advice, and my sole focus is their best interest and I will help them make fully informed decisions. | Low cost, diversified portfolio which balances the client's risk/reward preferences with their long-term goals | No, I don't personally provide management, but do refer to my network for implementation | Yes | ON | Cambridge, Kitchener, Waterloo, Guelph | (519) 249-0083 | http://www.duxburyandassociates.com | paul[at]duxburyandassociates.com | ||||
69 | Morgan Ulmer | Caring for Clients | CFP | English | Yes | 0 | Yes | 0 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Integration of tax, cash flow needs and investment strategies pre and post retirement. Planning for business owners selling or planning to sell their company. Family CFO role coordinating accountants, lawyers, investment managers and other relevant players for the benefit of our client families. | Project-based planning typically ranges from $5500 to $7500 | Our clients are successful executives, entrepreneurs and their families. Our financial planning approach helps clients feel more relaxed and confident about their future by focusing first on the life they really want and by helping them avoid the Money Focus Trap. Through a combination of standard financial planning processes and advanced life planning and coaching exercises, clients move confidently towards their financial and life goals, while enjoying their life more today. | Our investment philosophy is essentially long term and conservative in nature while structuring a portfolio based on each client's risk profile and long term needs. We put particular emphasis on generating a combination of income and growth from investments while containing risk of capital loss within defined parameters - as a result, our clients sleep more soundly at night. | Yes, I provide management | Yes | AB | Calgary | 400, 7015 Macleod Trail SW, Calgary, AB T2H 2K6 | 4038318576 | http://www.caringforclients.com | morgan[at]caringforclients.com | |||
70 | Brenda Hiscock | Objective Financial Partners | CFP, RHU | English | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Specializing in retirement planning, corporate planning, and planning for expatriates | No, I don't personally provide management, but do refer to my network for implementation | Yes | ON | Toronto | Suite 101-8500 Leslie Street | (416) 520-1843 | https://objectivefinancialpartners.com | bhiscock[at]objectivefinancialpartners.com | ||||||
71 | Paul Beck | Three Sides | CFP FMA FCSI | English | Yes | Yes | Yes | 0 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | Yes | 0 | 0 | 0 | 0 | 0 | Yes | Yes | Tax savings is where we stand out. As a former employee of CRA we understand how the system works both inside and out. Our financial advice and plans focus on providing solutions that support the habits and attitudes of our clients | $125 per hour for general financial, tax and estate advice. Fixed rate financial plans range in cost between $675 and $975. Income Tax returns start at $60 per individual | Our target client are individuals who value professional advice and are willing to focus on long term plans verses short term payoffs. Clients may have a relationship with an existing advisor but they want a second opinion or they are not receiving independent financial advice. We can also offer financial advice to support clients who want to manager their own investment accounts. | No, I don't provide investment management | Yes | ON | Hamilton | (905) 818-8111 | http://threesides.ca | paul.beck[at]threesides.ca | |||||
72 | Jason Abbott | WEALTHdesigns.ca | CFP, CLU, TEP | English | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | 0 | Yes | 0 | Yes | Yes | Yes | Comprehensive financial planning. We develop and monitor cash flow and asset management strategies to reduce financial risk, save tax, increase retirement income and preserve estates. | Hourly; project; or % of invested assets. Our typical engagements run $1,500-4,000 depending on the scope of the services rendered. | Typical meeting: varies depending on scope of engagement. Typical client: business owners, professionals and retirees | Customized, process-based. | Yes, I provide management | Yes | ON | Toronto | 120 Eglinton Ave E. 1101 | (416) 479-0289 | http://wealthdesigns.ca | jason[at]wealthdesigns.ca | |||
73 | William Goldstein | Lifestages Financial Planning Services Ltd. | QAFP | English | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | 0 | 0 | Yes | 0 | Yes | Yes | 0 | 0 | Yes | Yes | Yes | 0 | We specialize in doing a complete financial plan - with the realization that investment returns make up only a small part of the ultimate success or failure. A spending budget, that changes as one's lifestyle changes, is a critical factor. | Fixed fee for the initial financial plan of between $1,500-3,000 depending on complexity. After first year, hourly rate of $85/hour. | Will work with any age clients, and currently have clients from 30 - 70 years of age. The initial meeting will discuss their current situation and their goals. If there is a fit, we will start gathering information, and in a 3-6 month period develop a life-long comprehensive financial plan. | Very strict strategic asset allocation. | No, I don't personally provide management, but do refer to my network for implementation | Yes | BC | Whistler | 9463 Emerald Drive | (604) 902-1867 | http://www.lifestagesfinancial.ca | bill[at]lifestagesfinancial.ca | |||
74 | Dan Lambert | Caldwell Wealth & Estate Advisory | CFP, CHS, RIS | English | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | Yes | Yes | Yes | Yes | Yes | Financial Planning, Estate Planning, Retirement decumulation | Comprehensive planning is typically $3,500 + HST. If planning involves operating companies and/or holding companies, there is an additional charge. | We typically do planning for business owners, professionals, and retirees. Planning engagements usually involve at least three meetings after we have agreed to work together. The first meeting is the Discovery where we gather the information on your goals and current situation. The next meeting is the Data Review where we go over the plan on a high level and agree to the assumptions. The third meeting is the plan presentation where we go over the plan and implementation/action plan in detail. There could be more meetings depending on the complexity of the case and the agreement with the client. | Our firm believes in passive investing in the large cap developed space. For less efficient asset classes, we use active management (ie. small cap, emerging markets, etc) | Yes, I provide management | Yes | ON | Kingston | 650 Cataraqui Woods Dr. Suite 201 | (613) 777-0918 | http://www.caldwelladvisory.ca | dan[at]caldwelladvisory.ca | |||
75 | Sara Ready | Caring for Clients | CFP | English, French | Yes | 0 | Yes | 0 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | 0 | 0 | Yes | Yes | Yes | Yes | Yes | Integration of tax, cash-flow needs and investment strategies pre-and post retirement. Planning for business owners selling or planning to sell their company. Family CFO role coordinating accountants, lawyers, investment managers and other relevant players for the benefit of our client families. | Project based planning typically ranges from $5500 - $7500 [Currently on leave, summer/fall 2023] | Our clients are successful executives, entrepreneurs and their families. Our financial planning approach helps clients feel more relaxed and confident about their future by focussing first on the life they really want and by helping them avoid The Money Focus Trap. Through a combination of standard financial planning processes and advanced life planning and coaching exercises, clients move confidently towards their financial and life goals, while enjoying their life more today. | Our investment philosophy is essentially long term and conservative in nature while structuring a portfolio based on each client's risk profile and long term needs. We put particular emphasis on generating a combination of income and growth from investments while containing risk of capital loss within defined parameters - as a result, our clients sleep more soundly at night. | Yes, I provide management | Yes | ON | Toronto | 11 King St W Suite 300 | (416) 363-8500 | https://www.caringforclients.com | sara[at]caringforclients.com | |||
76 | Meghan Chomut | CFP | English | Yes | 0 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | I work exclusively with rental property owners. | Hour Consult - $99+HST Financial Plan - $950+HST General Assessment - $249+HST | Investments are more than the black and white analysis. That's why I created a plan + systems to provide the assurance that the rental was a smart choice. I work with other rental property owners answering their specific questions [sometimes answering questions they didn't know they had], assessing their unique situations + creating custom roadmaps for them to follow to continue to make smart investments. | Have a portfolio that doesn't affect your sleep | No, I don't provide investment management | Yes | ON | Shuniah | 165 Birch Beach Rd | (807) 252-6360 | http://www.meghanchomut.com | hello[at]meghanchomut.com | ||||
77 | Monique Madan | UPotential | CFP, FMA | English | Yes | Yes | Yes | 0 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | Yes | 0 | 0 | Yes | Yes | Yes | Yes | Yes | Specializing in budgeting for the short and long-term and divorce planning. | $200 per hour plus HST for fee-for-service financial planning $250 per hour plus HST for divorce planning | Engagement: 1 hour in-person or phone discovery interview, analyses and then a virtual presentation (via a secure, time-limited web access to my office). First engagement usually requires 8 - 10 hours of work in total. Then annual follow ups of 1 - 3 hours. Clients who are high net-worth who can afford everything are already well-served. My target market is clients who are having trouble prioritizing their strategies. | You can control taxes and spending, but you cannot control investment markets | No, I don't personally provide management, but do refer to my network for implementation | Yes | ON | Toronto | 5160 Yonge St., Suite 1860 | (647) 297-2376 | http://upotential.com | monique@upotential.com | |||
78 | Mathew Hall | Exponent Investment Management | CFP, CFA | English, French | Yes | 0 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Specialising in disability planning for families, foreign pension plans, planning for non-residents & ex-pats and severance packages & pension plans | Project-based Basic (BP) $300. Cash flow projections, savings plans, debts Full (FP) $1,000. BP + tax implications, estate, charitable giving, rental properties C&T: $2,000. FP + corps and trusts | Two 90 minute in person/video conference (if preferred) meetings. Average client is a couple between ages 49-59. $350,000 combined in investment assets. Usually one employed or stay at home parent one self-employed business owner. | Financial planning is not just a retirement cash flow exercise, it is the optimisation of family resources and it applicable to clients of all income and asset levels. | Yes, I provide management | Yes | ON | Ottawa | 222 Somerset Street West, Suite 402 | (613) 747-2458 ext 44 | https://www.ex-ponent.com | mathew[at]ex-ponent.com | |||
79 | Kevin Langman | Finovo Wealth Inc. | English | Yes | Yes | Yes | Yes | Yes | 0 | 0 | 0 | 0 | 0 | Yes | 0 | Yes | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Specializing in DIY investor support, spending/cash flow planning and account setup/optimization for young professionals new to the work force. | Hourly: $80/hour Starter Package: $375 Comprehensive Package: $900 | We meet in person or virually with our clients, whichever they prefer. Typically we will get a new client to complete an online questionnaire ahead of our first meeting so we can maximize the value and ensure the client comes prepared. We work with young professionals 35 and under who are looking to improve their financial lives with a bit of help. | Passive & Low cost investing | No, I don't personally provide management, but do refer to my network for implementation | Yes | AB | Calgary | 600, 630 8 Ave SW | (403) 968-1979 | https://finovo.ca | kevin[at]finovo.ca | ||||
80 | Lisa Zamparo | The Wellth Company | CPA | English | Yes | Yes | Yes | Yes | Yes | 0 | 0 | 0 | 0 | 0 | Yes | 0 | Yes | 0 | 0 | 0 | 0 | Yes | Yes | Yes | Specializing in the needs of young professionals and self-employed Canadians | Average rate between $100-150/hr | All client engagements begin with a Wellth Assessment, which is the financial equivalent of an annual physical exam with a medical doctor. I check your “financial vitals” and provide an assessment report of what’s working well, areas of concerns and how we can work together to optimize your financial health. | Buy and hold low cost funds | No, I don't personally provide management, but do refer to my network for implementation | Yes | ON | Toronto | (647) 213-2911 | http://www.lisazamparo.com | lisa[at]lisazamparo.com | ||||
81 | Natasha Knox | Alaphia Financial Wellness | CFP | English | Yes | Yes | Yes | 0 | Yes | 0 | Yes | Yes | Yes | 0 | Yes | 0 | 0 | Yes | 0 | Yes | Yes | Yes | Yes | 0 | specializing in sudden wealth, financial anxiety, overspending | one time set up and ongoing monthly subscription, or hourly | Older millennial or younger GenX professionals who are purpose driven, and who wish to improve their relationship with money. | No, I don't personally provide management, but do refer to my network for implementation | Yes | BC | 1-800-934-1414 | https://alaphia.ca | natasha[at]alaphia.ca | ||||||
82 | Jessica Moorhouse | AFCC | English | Yes | Yes | Yes | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Specializing in helping Millennials create a solid financial foundation, crafting a realistic budget, tracking spending and cashflow, tracking net worth, choosing the right financial products for them and setting financial goals. | $150/hour session (minimum booking: 4 sessions). | Meeting online via Zoom. Meeting will be recorded for client reference. | No, I don't personally provide management, but do refer to my network for implementation | Yes | ON | Toronto | https://jessicamoorhouse.com | jessica[at]jessicamoorhouse.com | |||||||
83 | Crystal Kelly | Amani Financial Inc. | CFP | English | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | Yes | 0 | 0 | Yes | Yes | Yes | Yes | Yes | Financial planning for women, financial planning for divorce, risk management and insurance, retirement planning, DIY investor support | $2,000 +GST for individual, $2,500+ GST for couple, $1,500+GST for student or recent graduate. Hourly fee $300. | Amani Financial specializes in guiding women to financial independence through comprehensive fee for service financial planning. Women have very unique experiences, challenges and inequalities when it comes to their financial security and well being. The client I am looking to work with is looking for comprehensive planning on an ongoing basis. The initial engagement is 12 months and existing clients receive a discount for subsequent years with flexible payment options. I also offer discounted packages for students/recent grads, employers who would like to offer a financial planning perk/benefit to their employees, workshops for groups. | No, I don't personally provide management, but do refer to my network for implementation | Yes | AB | Edmonton | 10243 178 St NW | (587) 988-9050 | https://www.amanifinancial.ca/ | crystal[at]amanifinancial.ca | ||||
84 | Alexandra (Alyx) Valdal | Apple a Day Financial, Ltd. | CFP, CHS, CLU | English | Yes | Yes | Yes | 0 | 0 | 0 | 0 | Yes | Yes | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes | Yes | 0 | Business owners, money/business coaching, insurance. | Project-based. Range ~$100-$600; average $250/hr. | Clients are usually small business owners and professionals looking for financial advice and coaching. They may also be looking for life/disability/critical illness and/or group/individual health insurance benefits. | No, I don't personally provide management, but do refer to my network for implementation | Yes | BC | Victoria | 3298 Tennyson Ave | (250) 858-5554 | http://www.appleadayfinancial.ca | alyx[at]appleadayfinancial.ca | ||||
85 | Owen Winkelmolen | PlanEasy Inc. | QAFP | English | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | Yes | Yes | Yes | 0 | Yes | 0 | 0 | 0 | 0 | 0 | 0 | 0 | We specialize in budgeting, cash flow, tax & benefit optimization, financial independence & retirement planning. We help Coaching clients improve their routine and reach short-term goals. We help Planning clients create a plan aligned with values & goals and optimized for tax and gov. benefits. | Portfolio Second Opinion: $400+HST Custom Financial Plan: $1,000+HST Coaching & Advice: $80/month +HST Custom Financial Plan + Coaching & Advice: $500 + $80/month +HST | Our typical clients are professionals in their 30’s, 40’s and early 50’s who want to improve their personal finances and/or take their finances to the next level. We work entirely online, via phone and video chat. Clients start with a simple discovery survey and then book a free discovery session with a fee-for-service financial planner to see if we’re a good fit. We meet with Coaching & Advice clients every 6-12 weeks via phone and meet with Financial Planning clients 3-4 times during the planning process. | We help clients create an investment plan that is highly diversified, easy to manage, tax efficient and of course very low-cost. We help determine the right asset allocation that is risk appropriate and has clear rebalancing rules. | No, I don't personally provide management, but do refer to my network for implementation | Yes | ON | London | 201 King St. London, Ontario, N6A 1C9 | (226) 374-8501 | https://www.planeasy.ca | owen.winkelmolen[at]planeasy.ca | |||
86 | Tim Nash | Good Investing | English | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes | 0 | Yes | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Specializing in socially responsible and green ETFs. | Sliding Scale: $150-$750/hr based on assets. 15% discount for people who work or volunteer for a nonprofit / social enterprise. | Clients typically have money to invest and want to avoid unethical companies including (but not limited to) tobacco, military, fossil fuels, etc. Additionally, we'll look at investments in positive sectors like renewable energy, water, community bonds, and microfinance. Clients learn about ETFs, and choose funds that match their unique financial AND sustainability goals. | Put your $ where your <3 is | No, I don't provide investment management | Yes | ON | Toronto | 192 Spadina Ave. Suite 300 | (416) 821-9179 | https://www.goodinvesting.com/ | tim[at]goodinvesting.com | ||||
87 | Naheed Gilani | Conscious Wealth | CFA, CFP | English | Yes | Yes | Yes | Yes | Yes | Yes | 0 | 0 | 0 | 0 | Yes | Yes | Yes | 0 | 0 | Yes | 0 | 0 | 0 | 0 | Prevention of harm caused by a poorly regulated sector. Very experienced in real estate investing as well. Ethical investing, tax-efficient investing, and ETF strategies. | No client is refused. Project based. Initial work and ongoing support for the first year for couples with >$250,000 is typically in the $2,500 range. Singles with <$100,000 typically pay $1,000. | Clients with 'trusted advisors' but who want an independent opinion. I conduct Advisor Audits and Portfolio Risk Evaluations. I've been known to help many couples in their 30s but not limited to that. | Low cost, balanced risk levels, acknowledging that we are more ignorant than we are wise as human beings | No, I don't provide investment management | Yes | AB | Calgary | (403) 837-3447 | http://www.consciouswealth.ca | prosper[at]consciouswealth.ca | ||||
88 | Darryl Brown | You&Yours Financial | CFA | English | Yes | Yes | Yes | Yes | Yes | 0 | Yes | 0 | Yes | Yes | Yes | 0 | Yes | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Portfolio Second Opinion - $495 Financial Review - $495 Investment Consulting - $750 Holistic Financial Planning - $1350 DIY Investing - $2450 | Typical meetings with clients vary, from those who are looking for a general overview of their financial picture and want to establish investing objectives, to those who need a comprehensive and detailed financial plan. Additionally, we can help individuals who are looking for support with their DIY investments | Matching investment options to clients depends on many factors but the most important is fit | No, I don't provide investment management | Yes | ON | Toronto | 365 Brock Ave | (416) 710-3275 | http://www.youandyoursfinancial.com | darryl[at]youandyoursfinancial.com | ||||
89 | Sandra Mann | Money Coaches Canada | MBA, CPA, CGA, QAFP | English | Yes | Yes | Yes | Yes | Yes | Yes | 0 | 0 | 0 | Yes | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Fee for Service Planner - fee varies depending on the nature, scope, and complexity of the engagement | Retirement Planning; Financial Planning through life transitions Provide unbiased support for financial decision making as I don't sell products; assist clients with achieving their vision for the future through goal setting, cash flow review and management, and financial projections for the future i.e. throughout their lifetime | No, I don't provide investment management | No, in-person elements required | ON | Burlington | 1455 Lakeshore Rd. West, Unit 205N | (416) 302-5215 | https://moneycoachescanada.ca/about/sandra-mann/ | sandra[at]moneycoachescanada.ca | |||||
90 | Ali Artani | CFP, CIM | English | Yes | Yes | Yes | 0 | 0 | 0 | Yes | 0 | 0 | 0 | Yes | Yes | Yes | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Specializing in early to mid career professionals | Flat fee for service (project and hour) | Initial phone consultation, offline collaborative information gathering, and then a longer live financial planning session. Follow ups as necessary. | A focus on measured risk-adjusted returns | No, I don't personally provide management, but do refer to my network for implementation | Yes | ON | Toronto | 23 Sufi Crescent | (437) 239-2637 | https://artani.ca | alishan.artani[at]gmail.com | ||||
91 | Dean Kendall | Ideal Life Experience Ltd. | BComm, CLU, CHFC | English | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | We fully coordinate the personal financial affairs for a small community of affluent clients. We cover 5 financial disciplines in a single integrated plan for a FLAT FEE | One simple annual tax-deductible flat fee (project based) or hourly consulting. | Successful Business Owners, Entrepreneurs & Professionals who appreciate a higher fiduciary standard and a culture of full disclosure. In our first meeting, you experience our client-centered process through the creation of your own Financial Road Map. The purpose of creating your Financial Road Map is to help you design your Ideal Life Vision and help you integrate your goals, values, and finances. We create an Overarching Financial Strategy which defines in writing exactly how you will reach your goals. It covers every area of your financial life (tax, legal, money management, insurance, and financial planning) and is updated regularly. | A personalized globally diversified portfolio utilizing the highest quality, lowest fee investments available in the marketplace. You will experience complete transparency and disclosure of all fees. Additionally, we will provide oversight of your investable assets. You will appreciate our fiduciary standard allowing you to experience our Advisor Protection, Attention, Coordination and Transparency. | Yes, I provide management | Yes | AB | Calgary | 205 - 2505 17 Ave SW | (403) 543-7226 | https://www.ideallifeexperience.com/ | dean[at]ideal-life-experience.ca | |||
92 | Barbara Knoblach | Money Coaches Canada | CFP, PhD | English, German | Yes | Yes | Yes | 0 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | Yes | Yes | Yes | Yes | 0 | Yes | Yes | 0 | Providing comprehensive financial planning services including cash flow planning, retirement planning, investment planning, tax planning, insurance planning, estate planning. | Fees depend on complexity, please refer to our website for explanation. | My typical clients are high income earners (professionals, physicians, dentists, academics, business owners or self-employed). I work with individuals and couples. | No, I don't provide investment management | Yes | AB | Edmonton | (587) 501-4906 | https://moneycoachescanada.ca/about/Barbara-Knoblach/ | barbara[at]moneycoachescanada.ca | |||||
93 | Eric Vallee | Novel Financial | CPA, CA, QAFP | English | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | Yes | 0 | 0 | Yes | Yes | Yes | Yes | 0 | Fully customizable support from full financial plans, to large purchase/life event analysis and consulting | Project based fees starting at $1,499 for full financial plans, or $150/hour | Free 30-minute consultation to assess whether we are the right fit for one another. If I can't help lower your fees, or help you reach your objectives in a cost-efficient manner, I will recommend a better-suited alternative. Your best interests are our best interests. That's Novel. | Diversified Low Cost Indexing | No, I don't provide investment management | Yes | ON | Toronto | 611-55 Lombard St | (416) 662-8958 | https://novelfinancial.ca | eric[at]novelfinancial.ca | |||
94 | Jay Rittinger | Corebridge Financial Life Management | CIM, QAFP | English | Yes | Yes | Yes | 0 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | 0 | 0 | 0 | Yes | Yes | 0 | Flat fee based on complexity of client situation. Hourly rate for specific less intensive planning questions. | Working professionals, Busy families, Pre Retirees. | Core and Explore and Responsible Investing | Yes, I provide management | Yes | BC | Kelowna | 485 Morrison Avenue | (250) 864-1168 | jrittinger[at]alignedcp.com | |||||
95 | Jane Bolstad | Trusted Financial Planning | CFP, BComm | English | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | Yes | 0 | 0 | 0 | Yes | 0 | 0 | Yes | $150/hour - An estimate is provided based on the need's of each individual situation. | No, I don't personally provide management, but do refer to my network for implementation | Yes | AB | Calgary | 7062 Edgemont Dr. NW | (403) 617-6444 | http://www.trustedfinancialplanning.com | jane[at]trustedfinancialplanning.com | ||||||
96 | Ed Rempel | Unconventional Wisdom & Advice Inc. | CFP, CPA, CMA | English | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Retirement planning. Tax planning. Small business planning. Identifying top portfolio managers. Several effective strategies, such as Smith Manoeuvre, Rempel Maximum, Lifecycle Investing, 8-Year GIS Strategy & RRSP Top-up. | Financial Plan $4,995 + HST. Financial Plan with corporation $5,995 + HST. Plan discussion (without a written Plan) $1,000. Full Service: Plan implementation & on-going reviews available. | In the first meeting, we will essentially plan your life. It will be relatively long, say 4-5 hours, but you will find it interesting. It’s not a lot of finance – it’s about your life. We work out a first draft of how to achieve your life goals. | Long-term thinking & education can help you invest with higher allcoation to equities. 100% global equities is the most effective for most people following a financial plan. Invest with Index Plus (fee mainly for beating index) or "All Star" fund manager approach. My skill is identifying top portfolio managers. | No, I don't personally provide management, but do refer to my network for implementation | Yes | ON | Brampton | 9 Tremblay Street | (416) 576-3076 | https://edrempel.com/ | ed[at]edrempel.com | |||
97 | Liz Schieck | New School of Finance | CFP | English | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | Yes | 0 | 0 | 0 | Yes | Yes | Yes | 0 | We specialize in 1. Variable income households (self-employed) 2. First-time investors 3. First-time home buyers 4. Family Planning 5. Disability planning 6. Household cash management 7. Unbiased investment education 8. Retirement Planning 9. Doctors and other professionals | Financial Planning starting at $325 + HST. Retirement Planning $950 + HST and up, and various other pricing set ups. All pricing is quoted up front and is all-in and not hourly. | We are a 100% unbiased advice-only firm - we do not sell any products or receive any referral fees. We work with all kinds of clients from those just starting out their careers to those planning for retirement. We will help assess what type of meeting is right for your needs, and have you send in any required info in advance of your session. When you come in to meet with your planner, we will have already gone over your file and can focus your meeting time on tackling the issues and questions that are most important to you! | No, I don't provide investment management | Yes | ON | Toronto | 51 Wolseley St. | (647) 700-5510 | http://www.newschooloffinance.com/ | liz[at]newschooloffinance.com | ||||
98 | Kathleen Daunt | New School of Finance | English | Yes | Yes | Yes | Yes | 0 | 0 | 0 | 0 | 0 | 0 | Yes | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | We specialize in 1. Variable income households 2. First-time investors 3. First-time home buyers 4. Family Planning 5. Recent Grads 6. Household cash management | Personal Financial Planning: $275-375 Household Financial Planning: $375-475 Investment Education: $365 Portfolio Review: starting at $390 See website for full list | We are a 100% unbiased advice-only firm - we do not sell any products or receive any referral fees. We work with all kinds of clients from those just starting out their careers to those planning for retirement. We will help assess what type of meeting is right for your needs, and have you send in any required info in advance of your session. When you come in to meet with your planner, we will have already gone over your file and can focus your meeting time on tackling the issues and questions that are most important to you! | No, I don't provide investment management | Yes | ON | Toronto | 51 Wolseley St | (647) 700-5510 | http://www.newschooloffinance.com/ | kathleen[at]newschooloffinance.com | |||||
99 | Lesley Poole | Next Chapter | CFP, CFDA | English | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | 0 | Yes | 0 | Yes | Yes | Yes | Yes | Yes | Life changes often have significant financial implications, but also big questions about what's next. By incorporating coaching as an option in my practice, I can help clients make positive steps toward the next chapter of their lives. | $2400 for a comprehensive financial plan of ordinary to moderate complexity; $130/hr after 20 hours. Each plan includes a complimentary coaching session; coaching packages are also available. | Through financial planning and coaching, I empower people who are in transition; who are choosing or dealing with a change in their life's path. Examples of changes are retirement, divorce, job loss or career change, loss of a partner, exit from a business. | Money can be an enabler or an obstacle. My goal is to ensure that your investments are aligned to and support what's most important to you. | No, I don't provide investment management | Yes | ON | Gananoque | 50 Market Street, Apt 502 | (343) 364-9005 | http://www.yournextchapter.ca | lesley[at]yournextchapter.ca | |||
100 | Carlo Palazzo | Objective Financial Partners | CFA, CFP | English | Yes | 0 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 0 | Yes | Yes | Yes | 0 | Yes | Yes | Yes | Yes | Comprehensive cash flow based financial plans. | $200 to $300 per hour, or between $2,000 and $5,000 for a flat-fee initial plan (and about half that for an updated plan). | I spent the first 8 years of my career working with HNW Canadians and the most recent 3.5 years working with Canadians and Americans that have Canada-US cross-border tax and investment issues. | Core and Explore | No, I don't personally provide management, but do refer to my network for implementation | Yes | ON | Markham | 8500 Leslie St | (416) 691-8471 (Ext 8) | https://objectivefinancialpartners.com/ | cpalazzo[at]objectivefinancialpartners.com | |||