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The listing below is provided as a service only and the firms listed have not been screened or approved by MoneySense magazine or Canadian Business Online.

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Amonson Wealth Management
15 Mackay Dr. S.W., Calgary, AB, T2V 2A3, tel: (403) 231-1936
email: john@unbiasedadvice.com
licensed to sell investment products: no
payment options:
• hourly fee: $275/hr for principal’s time; $125/hr for assistant’s time
• percentage of adjusted net worth:
• 0.75% on the first $2,000,000 of adjusted net worth
• 0.50% of the next $2,000,000
• 0.25% on adjusted net worth over $4,000,000
areas served: Calgary, Victoria and Toronto
minimum 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 wealth management

Financial Health Management Inc.
P.O. Box 61165, Kensington RPO, Calgary, AB, T2N 4S6, tel: (403) 216-1340, toll-free: (877) 349-7337
email: planners@fhminc.ab.ca
web: fhminca.ab.ca
licensed to sell investment products: no
payment options:
• hourly fee: $140/hr
areas served: Alberta, primarily
minimum account size: none
planner credentials: CFP, R.F.P.
areas of specialization:
• transitional counseling
• retirement planning
• financial workshops

J. H. Smith Retirement Planning
18720 – 61 Avenue
Edmonton, Alberta
T6M 2A8
John H. Smith, CFP, CGA
Member: Edmonton CFA Society
www.jhsretirementplanning.ca
Cell (780) 905-9542
Fax (780) 628-0561
email: jhsmithcga@shaw.ca
licensed to sell investment products: no
payment options: hourly fee/flat rate
areas served: Edmonton, Red Deer, Calgary & Toronto
minimum account size: none
planner credentials: CGA, CFP
areas of specialization:
• investment consulting
• retirement planning
• financial plans for divorce settlements
• estate planning

LifeDesign Financial – Calgary
Sarah Wilson
2019 21st Ave SW, Calgary, AB, tel: (403) 681-7951
email: sarahwilson@lifedesignfinancial.ca
web: www.lifedesignfinancial.ca
licensed to sell investment products: No
• hourly fee: $200/hr
• project: $1,000-$3,500
areas served: Calgary and surrounding areas
minimum account size: none
planner credentials: CGA CFP
areas of specialization:
• transition and retirement planning
• financial coaching and counselling

Raimondo & Associates
Rose Raimondo
305-4625 Varsity Drive NW, Box 329, Calgary, AB, T3A 0Z9, tel: 403-288-8561
email: rose@raimondo-associates.com
web: www.raimondo-associates.com
licensed to sell investment products: no
payment options:
• hourly fee: contact for details
areas served: Calgary
minimum account size: none
planner credentials: BBA, CFP, R.F.P.
areas of specialization:
• financial education and counseling
• pensions and retirement planning
• severance counseling
• financial counselling on divorce

Ron Graham & Associates
Ron Graham
100, 10585 – 111 Street, Edmonton, AB, T5H 3E8, tel: (780) 429-6775
email: rgraham@rgafinancial.com
web: www.rgafinancial.com
licensed to sell investment products: no
payment options:
• hourly fee: $175/hr
areas served: mostly Edmonton, but also Calgary, Yellowknife, Vancouver
minimum account size: none
planner credentials: CA, R.F.P., CFP
areas of specialization:
• tax planning and preparation
• investment planning
• retirement planning
• estate planning

RT Mosaic Wealth Management Ltd.
404, 626 2nd Ave NE, Calgary, AB, T2E 0E8
Tel 403-457-3284
www.rtmosaic.com
Email: spencer.tilley@rtmosaic.com
Licensed to sell investment products: no
Hourly fee: $250/hr
Percent of assets:
$500,000 & under: +1.5%
$500,001-$1,000,000: +1.25%
$1,000,001-$2,000,000: +0.75%
$2,000,001+: +0.5%
Minimum Account Size: $200,000
Area served: Calgary & area
Planner credentials: CFP, CFA
Areas of specialization:
-Retirement Planning
-Tax Planning
-Education Planning
-Corporate Planning
-Insurance analysis

T.E. Financial Consultants Ltd.
645 – 7th Avenue SW, Suite 2400, (24th floor of Encor Place), Calgary, AB, T2P 4G8, tel: (403) 233-8370, 1-888-505-8608, email: info@tewealth.com, www.tewealth.com
licensed to sell investment products: no (although T.E. Investment Counsel, an affiliated company, is licensed to sell investment products)

payment options:
• hourly fee: $250 to $400/hr
• retainer
• percentage of assets:
• $500,000 and under: 1.75%
• $500,000 to $2 million: + 0.75%
• $2 million to $5 million: + 0.50%
• next $5 million: + 0.25%
areas served: Montreal, Toronto, Calgary, Oakville (ON), Quebec City, St. John’s, Vancouver, Waterloo (ON)
minimum account size: none for financial planning; $250,000 minimum for investment clients
planner credentials: CA, CSA, CFA, CFP, R.F.P., CIM, CGA, MBA, TEP, FDS
areas of specialization:
• investment counseling
• executive financial planning
• employer-sponsored financial education
• high-net-worth financial advisory and wealth management

Todd & Associates

504 Memorial Drive NW, Calgary, AB, T2N 3C4, tel: (403) 547-0328
web: www.todd-associates.com
licensed to sell investment products: no
payment options:
• hourly fee: $225/hr (as of January 2008)
• retainer based on percentage of value: 0.25% for all assets (wealth management services)
• retirement planning services available on hourly fee basis
areas served: Calgary
minimum account size: $750,000
planner credentials: R.F.P., CFP
areas of specialization:
• retirement planning
• wealth management strategies
• divorce financial planning
• estate and tax planning