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BlogsPlanningInvestingComments (20) Text Size:SavingsDow nReal olio TrackerTax CentreNow on iPad /SubscribePrintWhere to find a fee-only financial plannerThe most comprehensive listing of Canadian fee-only financial planners on theweb, from MoneySense magazine.By MoneySense staff Online only, 1/10/12Tags: adviserIs a fee-only planner right for you?The main advantage of hiring a fee-only planner is that thepayment system is more transparent than other systems. Thismeans that you will always know how much you’re paying forfinancial advice, and your planner is less likely to have a conflict ofinterest.Fee-only planners can be hard to find in Canada. Most financialCurrent issue:open in browser PRO versionAre you a developer? Try out the HTML to PDF APIpdfcrowd.com
Current issue:planners are paid using the commission model. In that model,planners get most of their income in the form of commissions forselling you funds.However, a small group of planners have opted for the “fee-only”payment model, in which they get 100% of their income from theirclients, and no money from fund companies.If you hire a fee-only planner who offers different paymentoptions, we recommend that you use the hourly fee option. Thisoption puts your planner’s interests in line with yours. Yourplanner is less likely to receive payments from mutual fund andinsurance companies for selling you product. But no matter whatpayment option you use, you should always ask your planner to listall commissions and fees he or she receives in writing, includingsales commissions, trailer fees and referral fees.PopularRecentCommentsSaving for summerFix your cash flow issuesBudget 2013 clamps down on advantagedETFsWas this a grow op?Why you should avoid DRIPs in taxableaccountsThe main drawback with hiring a fee-only planner is that many arenot licensed to sell you investments directly, so they provide youwith a general plan and you have to put it into action yourself. Ingeneral, fee-only planners are most appropriate for people withmore than 100,000 to invest who don’t mind getting involved inbuying and selling their own investments.Below is an alphabetical listing of financial planning firms that youcan pay by the hour or by the project. Please note that the system aplanner uses for compensation does not in and of itself make aplanner more or less competent, so you should employ the samedue diligence in hiring a fee-only planner as you would when hiringany other kind of planner. In particular, we recommend a thoroughinterview with at least three candidates before making a selection.The listing is provided as a service only and the firms listed havenot been screened or approved by MoneySense magazine orCanadian Business Online.open in browser PRO versionAre you a developer? Try out the HTML to PDF APIMoneySense magazineLike4,647 people like MoneySense magazine.Fac ebook s oc ial pluginpdfcrowd.com
If you are interested in being added to our listing, please contactletters@moneysense.ca with your information.Sort by province: British Columbia Alberta Saskatchewan Manitoba Ontario Quebec PEI or view alphabetically.Alfred Feth67-463 Beechwood Place, Waterloo, ON, N2T 2N8, tel: (519) 5725510email: akfeth@rogers.comlicensed to sell investment products: nopayment options: hourly fee: 150/hr by project: initial segmented plan ( 600 to 1,200);comprehensive plan, including six financial planning modules( 1,800 to 3,150) annual reviews: 900 to 1,800 eachareas served: Kitchener-Waterloo, Toronto and London (all inOnt.)minimum account size: noneplanner credentials: FIC, CFP, R.F.P., EPCareas of specialization: retirement, estate and tax planningAmonson Wealth Management15 Mackay Dr. S.W., Calgary, AB, T2V 2A3, tel: (403) 231-1936email: john@unbiasedadvice.comlicensed to sell investment products: nopayment options: hourly fee: 275/hr for principal’s time; 125/hr for assistant’stime percentage of adjusted net worth: 0.75% on the first 2,000,000 of adjusted net worth 0.50% of the next 2,000,000open in browser PRO versionAre you a developer? Try out the HTML to PDF APIFOLLOW USpdfcrowd.com
0.25% on adjusted net worth over 4,000,000areas served: Calgary, Victoria and Torontominimum account size: 2,000,000 of adjusted net worth(annual fee of 15,000)planner credentials: B.Comm, MBA, CFP, R.F.P.areas of specialization: comprehensive unbiased wealthmanagementAnne Brandt Personal Financial ConsultingAnne Brandt3108 Patullo Cres., Coquitlam, BC, V3E 2R2, tel: (604) 552-1696email: anne@annebrandtfinancial.comweb: www.annebrandtfinancial.comlicensed to sell investment products: nopayment options: hourly fee: 150/hr set fee for plans: 800 to 1,500areas served: Vancouver area and the Lower Mainlandminimum account size: none (does not manage assets)planner credentials: CFP, R.F.P., PFPareas of specialization: retirement planning severance and early retirement packages pension decisions income tax planning and preparationFOLLOW USTODAY'S DEAL84% off a TransformerConvert ible WrapDressNational 39 View Deal »Anna KnightInternational Capital Management940 The East Mall, Suite 200 Etobicoke, ON M9B 6J7, tel: (416)621-6299 ext. 252email: anna@icm-canada.comweb: www.annaknight.ca, www.icm-canada.comlicensed to sell investment products: yeslicensed to sell insurance products: yesopen in browser PRO versionAre you a developer? Try out the HTML to PDF APIpdfcrowd.com
payment options: hourly fee: 200/hr – 250/hr or commission complementary initial 60-minute consultationminimum account size: 250,000planner credentials: CFPareas of specialization: Retirement and Estate Planner that assists individuals andcouples planning to retire in the next 5 to 10 years.Astrolabe Financial Group Inc.Stevan Dostanic & Ryan Kerr1775 Courtwood Crescent, Ottawa, ON, K2C 3J2, tel: (613)-2216061email: stevan.dostanic@astrolabefinancial.ca orryan.kerr@astrolabefinancial.cawebsite: www.astrolabefinancial.calicensed to sell investment products: nopayment options: hourly fee: 130/hr by project: flat fee for a one time comprehensive financial plan( 800.00 to 1,500.00) initial client assessment: free special pricing for seniors and affected Federal GovernmentEmployeesareas served: Eastern Ontario and Outaouaisminimum account size: noneDesignation: CFAAssante Wealth ManagementDavid Phipps1600 Carling Avenue, Suite 550, Ottawa, ON, K1Z 1G3, (613) 7293222 ext. 239email: dphipps@assante.comweb: www.assante.comopen in browser PRO versionAre you a developer? Try out the HTML to PDF APIpdfcrowd.com
licensed to sell investment products: yespayment options: hourly fee: 195/hrareas served: Ottawa and surrounding areasminimum account size: noneplanner credentials: CFP, TEPareas of specialization: holistic financial planning for professionalsand executivesAssante Financial Management Ltd.Michael Hadford210, 1210 8 St. SW, Calgary, AB, T2R 1L3 tel: (403) 543-6985/1888-541-PLANemail: mhadford@assante.comweb: www.assante.com/advisors/mhadford/licensed to sell investment products: yeslicensed to sell insurance products: yespayment options: 1%/year of assets managed (initial and ongoing financial planningincluded in investment management fees)areas served: Calgary and area; British Columbiaminimum account size: 250,000planner credentials: B.Sc., CFPareas of specialization: Financial Planning Retirement Planning Planning for Small Business OwnersB L Garbens Associates Inc.Barbara L. Garbens39 Granlea Rd., Toronto, ON, M2N 2Z6, tel: (416) 227-1543email: barb@blgarbens.comweb: www.blgarbens.comlicensed to sell investment products: noopen in browser PRO versionAre you a developer? Try out the HTML to PDF APIpdfcrowd.com
payment options: hourly fee: 175 to 200/hrareas served: Torontominimum account size: noneplanner credentials: MBA, CFP and R.F.P.areas of specialization: retirement planning (detailed cash-flowprojections as well as consultations), tax planning and tax returnpreparation, estate planningBarbieri, JoeJoe T he Investor Group80 Quebec Ave., Suite #309, Toronto, ON, tel: (647) 286-8020email: joetheinvestor.today@gmail.comweb: www.joetheinvestor.caTwitter: @JoetheInvestorlicensed to sell investment products: nopayment options: initial consultation: 350 (includes HST) 150/per hour (discount pricing is available if paid in advance)areas served: Toronto and surrounding area, by telephoneanywhere in North Americaplanner credentials: B.A.Sc, BCom, CFAareas of specialization: debt management advice-only financial planning retirement and pensions financial simplicityBeck, PaulPaul Beck Financial Services201-35 Stone Church Rd., Ancaster, ON, L9K 1S4 tel: (905) 8188111email: paul.beck@thepowerofmoney.caweb: www.thepowerofmoney.caopen in browser PRO versionAre you a developer? Try out the HTML to PDF APIpdfcrowd.com
licensed to sell investment products: nolicensed to sell insurance products : yespayment options: flat fee and hourly 125 (complementary initial30-minute consultation)minimum account size: noneplanner credentials: CFP, FMA, FCSIareas of specialization: retirement and estate administration,budgeting, tax planning/preparationBen Davies Financial Planning201 – 1819 Beaufort Ave., Comox, BC, V9M 1R9, tel: (250) 3395776email: bdavies@yourcfoinc.comwebsite: http://bendavies.com/licensed for: securities, ETFs, insurancepayment options: hourly fee: 150/hr fixed fee plans 250 – 1,500 (depending on content,complexity) fee-based asset management: price range depending on accountsize, risk profileareas served: primarily Vancouver Island but licensed in BC, AB,MB, ONminimum account size: generally 250,000 but negotiableplanner credentials: BA CFPareas of specialization: comprehensive financial planningCameron Leadership DevelopmentM.A. Peggy CameronBox 36047, Ottawa, ON, K1Y 4V3, tel: (613) 729-2254email: macameron@sympatico.caweb: www.cameronleadership.ca/licensed to sell investment products: nopayment options:open in browser PRO versionAre you a developer? Try out the HTML to PDF APIpdfcrowd.com
hourly fee: 200/hr flat rate (available for some services)areas served: Ottawa, Montreal; other cities via the Internetminimum account size: noneplanner credentials: CFP, R.F.P., MBAareas of specialization: Canadian and US personal income tax, bigpicture financial planning, retirement planningCaring for ClientsRona Birenbaum69 Yonge St., 2nd Floor Toronto, ON M5E 1K3 tel: (416)-3638500 x135email: rona@caringforclients.comweb: http://www.caringforclients.com/twitter: @Caring4ClientsLicensed to sell investments: yesLicensed to sell insurance: yesCost of a financial plan: 2,000 to 5000 depending oncomplexityOngoing financial planning included in investment managementfeesNo minimum account sizeEducation: B.A.S., CFP, CHFSarea of service: GTA (house calls are available, some eveningappointments available)areas of specialization: Comprehensive financial planning includingtax, cash flow, investments, insurance, succession planning,retirement and estate planning, individual pension plans, familymediation, employee terminations Extensive third-party professional networkCMG Financial Education(A Division of Camelot Management Group)#203 – 1370 Beach Drive, Victoria, BC, V8S 2N6, tel: (250) 592-open in browser PRO versionAre you a developer? Try out the HTML to PDF APIpdfcrowd.com
8021email: cherith camelot@telus.netlicensed to sell investment products: nopayment options: flat fee per assignmentareas served: Vancouver Island, the Lower Mainland and SouthernB.C.minimum account size: noneplanner credentials: CFP, R.F.P.areas of specialization: primarily financial educators will work with individual clients, but specialty is workshops andseminars for private and public sector organizationsBlair CorkumCorkum & Arsenault, Chartered Accountants51 University Ave., Charlottetown, PEI, C1A 4K8, tel: (902) 6280829website: www.ca-advice.caemail: blair@ca-advice.calicensed to sell investment products: nopayment options: hourly fee: 165/hrareas served: PEI; also Nova Scotia and New Brunswickminimum account size: noneplanner credentials: R.F.P., CFP, CLU, CAareas of specialization: tax, estate and business planning financial advice regarding family breakdown and support mattersCounting ChickensCheryl GreenPO Box 271, Richmond, ON, K0A 2Z0, tel: (613) 444-5757email: cheryl@countingchickens.caopen in browser PRO versionAre you a developer? Try out the HTML to PDF APIpdfcrowd.com
web: www.countingchickens.calicensed to sell investment products: No hourly fee: 125/hr project: 750 – 1,500areas serviced: Canada-wideplanner credentials: CFPareas of specialization: cash flow management, debt management,financial coaching and education, women in transition (preretirement, bereavement, separation/divorce, career change)D. Robinson Associates Inc.Darryl Robinson2165 Henderson Hwy, Winnipeg, MB, R2G 1P9, tel: (204) 6631561email: darryl@planningtoretire.caweb: www.PlanningToRetire.calicensed to sell investment products: nopayment options: hourly fee: 150/hrareas served: Winnipeg, MBminimum account size: noneplanner credentials: RSW, CFP, R.F.P.areas of specialization: retirement planning financial education and counselling severance and pension counsellingDavid J. T homasPersonal Financial Planning4415 Beacon Lane, Mississauga, ON, L5C 4K7, tel: (905) 4846205email: dthomas.hba1980@ivey.calicensed to sell investment products: nopayment options:open in browser PRO versionAre you a developer? Try out the HTML to PDF APIpdfcrowd.com
hourly fee: 200/hr annual retainerareas served: Torontominimum account size: noneplanner credentials: CGA, CFP, R.F.P., TEPareas of specialization: tax estate retirement comprehensive financial plansDavis Martindale LLPPaul Panabaker373 Commissioners Road West, London, ON, N6J 1Y4, tel: (519)673-3141email: ppanabaker@davismartindale.comweb: www.davismartindale.comlicensed to sell investment products: nopayment options: hourly fee: 250 to 325/hrareas served: London, ON and Western Ontariominimum account size: noneplanner credentials: CA, CFP, R.F.P.areas of specialization: tax, estates, estate planning financial health checkupDixon, Davis & Company1027 Pandora Avenue, Victoria, BC, V8V 3P6, tel: (250) 413-3230email: info@dixondavis.comweb: www.dixondavis.comlicensed to sell investment products: nopayment options: hourly fee: 200/hropen in browser PRO versionAre you a developer? Try out the HTML to PDF APIpdfcrowd.com
annual retainer: 2,500 (includes preparation of basic incometax returns for family members) by project: 1,800 minimumareas served: Victoria, Vancouver Island, Gulf Islands, Vancouver,Kamloops (all in B.C.) and Calgary, Alta.minimum account size: noneplanner credentials: R.F.P., CFPareas of specialization: retirement and estate planning cash flow and taxation management pension planningE.E.S. Financial Services LT D.6090 Highway #7 East, Markham, ON, L3P 3B1email: ser@ees-financial.comweb: www.ees-financial.comlicensed to sell investment products: nopayment options: negotiable by caseareas served: Canada-wideminimum account size: noneplanner credentials: CFP, R.F.P., Pl.Fin, CA, CGA, PRP, FDSareas of specialization: comprehensive financial planning personal and corporate tax planning and preparation estate settlement and administration personalized corporate seminars regarding special companybenefits terminations & downsizings employee profit-sharing plansEF Consulting (Now Fraumann Associates LLC)104 Westpark Blvd., Dollard-des-Ormeaux, QC, H9A 2J9, tel:(514) 577-5650open in browser PRO versionAre you a developer? Try out the HTML to PDF APIpdfcrowd.com
email: efhima@efconsulting.calicensed to sell investment products: nopayment options: hourly fee: negotiable flat fee: negotiableareas served: Montrealminimum account size: noneplanner credentials: CFP, R.F.P., Pl.Fin, B.CommEfficient Wealth Management Inc.Gordon Stockman47 Lakeshore Road East, Suite 100, Mississauga, ON, L5G 1C9email: clientservices@efficientwealth.comweb: www.efficientwealth.comlicensed to sell investment products: nopayment options: hourly fee: 210/hr, first hourr free per plan: 850 (per FP, tax, estate, investment) by set: 3,400 annual retainer: referral network for plus 0.05% AUM for annualclientsareas served: 200 km radius from Mississauga, ONminimum account size: noneplanner credentials: CA, CFPareas of specialization: financial planning, tax, estate, IPS, asset allocation feedback loop – portfolio analysis and portfolio monitoringFinance Matters LT DJanet Freedman69 Cavell Avenue, Toronto, ON, M4J 1H5, tel: (416) 469-2535email: freedom@istar.caweb: www.hitbyaniceberg.calicensed to sell investment products: noopen in browser PRO versionAre you a developer? Try out the HTML to PDF APIpdfcrowd.com
payment options: hourly fee: 175 to 225/hrareas served: Toronto, Nova Scotia, clients from other provinces(except Quebec) if you visit Torontominimum account size: noneplanner credentials: CFP, R.F.P.areas of specialization: comprehensive financial planning retirement planning cash flow management disability issuesFinancial Health Management Inc.Diane DekanicP.O. Box 61165, Kensington RPO, Calgary, AB, T2N 4S6, tel: (403)216-1340, toll-free: (877) 349-7337email: ddekanic@fhminc.ab.caweb: fhminca.ab.calicensed to sell investment products: nopayment options: hourly fee: 140/hrareas served: Alberta, primarilyminimum account size: noneplanner credentials: CFP, R.F.P.areas of specialization: transitional counseling retirement planning financial workshopsFrank WigintonA Better Quality of Life Financial Consulting16 Wiley Ave., Toronto, ON, M4J 3W4, tel: (416) 999-7392 or(877) 227-8201email: frank@employeefinancialeducation.caopen in browser PRO versionAre you a developer? Try out the HTML to PDF APIpdfcrowd.com
website: www.frankwiginton.comlicensed to sell investment products: nopayment options: hourly fee: 225/hr by project: comprehensive financial plan 3,250 (covers first 25hours, advocate to help implement plan and 6 month review) annual reviews: 750areas served: Canada (excl. Quebec)minimum account size: N/Aplanner credentials: CFP, RRC, FMA, CIM, FCSI, Fellow of FPSC areas of specialization: DO NOT SELL PRODUCT, ComprehensiveFinancial Planning, Tax planning, Risk Management, EstatePlanning, Financial Educationbook: Achieving Financial Success One Bite at a TimeWilliam (Bill) GreenWilliam Green Insurance & Financial Solutions120 Milton St., Bracebridge, ON, P1L 2G4, tel: Muskoka (705)812-8132 Calgary (403) 456-6864email: Bill@feeonlyplanner.caweb: www.feeonlyplanner.caplanner credentials: CFP, FDS, CIM, CPCAGregor McDonaldVision Financial Planning184 King St., St. Catharines, ON, L2R 3J7 tel: 905 684-1556email: gregor.mcdonald@sympatico.caweb: www.yourvisionyourway.calicensed to sell investment products: Investment Products usedETF’s and Series “F” Mutual funds only. Segregated funds used –no upfront commission fee waived payment options: fee-based options available areas served: Niagara Regionminimum account size: N/Aopen in browser PRO versionAre you a developer? Try out the HTML to PDF APIpdfcrowd.com
planner credentials: CFP, RRCareas of specialization: Client ages 45 – 65 Written Planning Objectives Low cost Investing Downside Risk Protection Annual Reviews (minimum) Investment Policy Statement Investment Planning “Vision Works” life planning Stress tested Retirement plansHeadspring ConsultingSandra Foster1370 Don Mills Road, Suite 300, Toronto, ON, M3B 3N7email: fosters@headspringconsulting.comweb: www.headspringconsulting.com/index.htmllicensed to sell investment products: nopayment options: hourly fee: contact for quoteareas served: Torontominimum account size: noneplanner credentials: CFP, R.F.P., CHRP, TEP, CIM, FCSIareas of specialization: retirement planning retirement income estate planningIndependent Financial Counsellors Inc.51 Grady Bend Place, Winnipeg, MB, R2V 4X2, tel: (204) 7868797 or (866) 491-0032email: ifc@ifcincorp.comweb: www.ifcincorp.com/licensed to sell investment products: noopen in browser PRO versionAre you a developer? Try out the HTML to PDF APIpdfcrowd.com
hourly fee: 150/hrareas served: mostly Manitoba, but we have clients all over CanadaMinimum account size: noneplanner credentials: CFP, R.F.P.areas of specialization: budgeting tax planning and preparation estate planning portfolio reviews and monitoringIRONSHIELD Financial PlanningScott E. Plaskett701 Evans Avenue, Suite 310, Toronto, ON, M9C 1A3 tel: (416)626-6515satellite office: 30 Cedar Drive, Caledon, ON, L7K 1H6email: scottplaskett@ironshield.caweb: www.ironshield.ca fee: dependant upon programareas served: GTA, Caledon and surrounding areaMinimum account size: 500,000planner credentials: CFPareas of specialization: business owners retireesJ. H. Smith Retirement Planning18720 61 Ave., Edmonton, AB, T6M 2A8, tel: (780) 905-9542email: jhsmithcga@shaw.caweb: www.jhsretirementplanning.calicensed to sell investment products: nopayment options: hourly fee: 200/hr flat rate: starting at 1,000/planareas served: Edmonton and other cities via the Internetopen in browser PRO versionAre you a developer? Try out the HTML to PDF APIpdfcrowd.com
minimum account size: noneplanner credentials: CFP, CTP,CGAareas of specialization: big picture financial planning, retirementplanning, divorce settlementsJason AbbottWEALT Hdesigns.ca Inc.20 Holly St., Suite 207 Toronto, ON M4S 3B1tel: (416) 628-7097 ext. 1email: jason@wealthdesigns.caweb: www.wealthdesigns.calicensed to sell investment products: yespayment options (negotiable): basic hourly rate is 235; asset based; or fee with commissionoffsetareas served: Greater Toronto Area mostly but will accept othersminimum account size: negotiableplanner credentials: CFP, CLUareas of specialization: We work with business owners,professionals & retirees in developing plans to reduce financialrisk, save tax, increase retirement income and preserve estates.Eureka Investor GuidanceKathy WaiteRR#2 Craven, SK, S0G 0W0 tel (306) 535 2255email: Kathy@eurekainvestorguidance.cawebsite: http://www.eurekainvestorguidance.calicensed to sell investment products: nopayment options: first appointment complimentary fee: All inclusive annual service fee depending on complexity.Hourly fee for projects or specific questions can be arranged.areas served: Southern Saskatchewan up to Saskatoonminimum account size: no minimumplanner credentials: Cert PFS, CAFA, CPCA studying for CDFAopen in browser PRO versionAre you a developer? Try out the HTML to PDF APIpdfcrowd.com
areas of specialization: Independent unbiased consulting and planning Family money coach, cash flow, net worth management Life skills education, wealth builder program, for 20 to 30ish yearolds Objective portfolio evaluation and second opinion Goals analysis, custom Investment Policy Statement, assetallocation, risk tolerance assessment Retirement planning Education on how to utilize government programs for childrenwith disabilities or education planning. Risk management, insurance planning Explanation and education of group benefits plans Assistance with major pension decisions on severance or jobchanges Estate planning Projects or specific queries at times of life changeKathy Aziz66 Dobie, Mount Royal, QC, H3P 1R8email: kathyaziz@sympatico.calicensed to sell investment products: nopayment options: hourly fee: 175/hr annual fee: investment planning for small portfolios percentage of assets under management: 0.25% for portfolios of 2,000,000 and up (only on mandates to regularly monitorinvestments on an ongoing basis)areas served: Montreal, Laurentians, Quebecminimum account size: noneplanner credentials: PFP, Pl.Fin. Fellow Adm.A TEP (also haveR.F.P. and CFP, but these are not used in Quebec)areas of specialization: tax and investment planningopen in browser PRO versionAre you a developer? Try out the HTML to PDF APIpdfcrowd.com
estate administration and planning financial planning in divorce situationsMy Financial PlanKenneth K. Seibel, MBA, CFP6267 Monterey Avenue, Niagara Falls, ON L2H 2A5 tel: (289) 2718854 rate: 200/hr financial plans: 1000 to 5000 optimized portfolios: 100 to 2500 annual retainer: varies by services required minimum account size: noneareas of expertise: investment planning advanced strategies tax efficiencyKhaled SultanCIBC Wood Gundy255 Queens Avenue, Suite 2200, London, ON, N6A 5R8 tel: (519)660-3753email: Khaled.Sultan@cibc.complanner credentials: MBA, CFALibra Investment Management Inc.Norbert Schlenker130B Bittancourt Road, Salt Spring Island, BC, V8K 282, tel: (250)538-1641email: inquiries@libra-investments.comweb: www.libra-investments.comlicensed to sell investment products: nopayment options: hourly fee: 250/hrareas served: any Canadian location outside Quebecopen in browser PRO versionAre you a developer? Try out the HTML to PDF APIpdfcrowd.com
minimum account size: 200,000planner credentials: CFA, CFP, CIM, FMALifeDesign FinancialKarin Mizgala400-1681 Chestnut St, Vancouver BC V6J 4M6 Tel (604) 8804143email: kmizgala@lifedesignfinancial.caweb: www.lifedesignfinancial.ca andwww.womensfinanciallearning.calicensed to sell investment products: No hourly fee: 200/hr project: 1,000- 3,500areas served: Canada wideminimum account size: noneplanner credentials: MBA, CFP, BA Psychareas of specialization: transition and retirement planning financial coaching and counselling for women and couples financial planning for therapists, coaches and healingprofessionals financial education workshops for womenLifeware Retirement PlanningLisa Calleja54 Port Street West, Mississauga, ON, L5H 1E3, tel: (905) 2671093email: lisa@executiveretirementplan.comweb: www.executiveretirementplan.ca/index.htmllicensed to sell investment products: nopayment options: hourly fee: 175/hrareas served: Mississauga, Oakville (both in Ontario)minimum account size: noneopen in browser PRO versionAre you a developer? Try out the HTML to PDF APIpdfcrowd.com
planner credentials: CFPareas of specialization: retirement planning issues for self-employed business owners andprofessionalsLisa CallejaSunrise Financial Planning & Debt Management ServicesInc.1195 Limeridge Road East, Hamilton, ON, L8W 1E9, tel: (905) 2961075 or (905) 267-1093email: lisa@sunrisefinancialplanning.comweb: www.sunrisefinancialplanning.compayment options: hourly fee: 175/hr (offered on a retainer basis for 1 year of fullspectrum planning services)areas served: East & West of Hamilton, ON including but notlimited to Brantford, Woodstock, Burlington, Oakville,Mississauga. In home service; evening appointmentsminimum account size: noneplanner credentials: CFPareas of specialization: retirement planning for self employedbusiness owners; cash flow & debt management; estate planning;disabled dependant planning; comprehensive holistic financialplanningLonghurst & Jack36 Toronto Street, Suite 1000, Toronto, ON, M5C 2C5, tel: (416)815-7200email: enquire@longhurstandjack.caweb: www.longhurstandjack.calicensed to sell investment products: nopayment options: hourly fee: 200/hr flat fee: a fixed fee can be negotiated in advance of a project beingopen in browser PRO versionAre you a developer? Try out the HTML to PDF APIpdfcrowd.com
startedareas served: Toronto and Southern Ontariominimum account size: noneplanner credentials: CFP, FCIAareas of specialization: preparation for retirement assistance with major pension decisionsMacEachern & AssociatesSuite 3400 10180 101 Street, Manulife Place, Edmonton, AB T5J3S4, tel: (780) 409-1080email: contact@feeonlygroup.comlicensed to sell investment products: noPayment options: hourly fee: 120/hr for Principal’s time; 80/hr for Associates’timeareas served: Edmonton and areaminimum account size: noneplanner credentials: Bachelor of Applied Financial Services, CFP ,CIMareas of specialization: comprehensive financial planning, with a specialization inretirement, education and major purchase planningMacdonald, Shymko & Company LT DFee Only Financial Advisors510 Burrard Street, Suite 950, Vancouver, BC, V6C 3A8, tel: (604)687-7966email: msc@msc-feeonly.comweb: www.macdonaldshymko.comlicensed to sell investment products: nopayment options: hourly fee: 40 (assistant) to 230/hr percentage of assets under management:open in browser PRO versionAre you a developer? Try out the HTML to PDF APIpdfcrowd.com
500,000 and under: 1.12% 500,000 to 1 million: (0.98%) 1 million or more: 0.72%areas served: B.C., Alberta and Ontariominimum account size: noneplanner credentials: R.F.P., MBA, CMA, TEP, CIMareas of specialization: comprehensive financial planningMC PlanningMike Carter336 Davenport Rd., Suite 102, Toronto, ON, M5R 1K6, tel: (416)935-0320email: mike@mcplanning.caweb: www.mcplanning.calicensed to sell investment products: nopayment options: hourly fee: 100/hr flat fee: for creating a financial plan (once the financial plan isestablished, all subsequent planning services are charged at 100/hr)areas served: Toronto; rest of Canada via phone/Internetminimum account size: noneplanner credentials: CFPMoney Coaches Canada Inc.Fee-only Financial Professionalstel: 1-855-877-0977email: info@moneycoachescanada.caweb: www.moneycoachescanada.ca andwww.womensfinanciallearning.calicensed to sell investment products: noproject: 1,750- 3,500areas served: Canada wideopen in browser PRO versionAre you a developer? Try out the HTML to PDF APIpdfcrowd.com
minimum account size: noneplanner credentials: CFP, MBAareas of specialization: debt and cash flow management for professionals life transition and retirement planning financial coaching and education for women and couples financial education workshops for corporations and associationsMoneySmartFee-only Fin
financial advice, and your planner is less likely to have a conflict of interest. Fee-only planners can be hard to find in Canada. Most financial Where to find a fee-only financial planner The most comprehensive listing of Canadian fee-only financial planners on the web, from MoneySense maga
