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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.

If you are interested in being added to our listing, please contact letters@moneysense.ca with your information.

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.
Diane Dekanic
P.O. Box 61165, Kensington RPO, Calgary, AB, T2N 4S6, tel: (403) 216-1340, toll-free: (877) 349-7337
email: ddekanic@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:
plans/projects starting at $1,000 with seniors discounts available
personal tax returns starting at $100
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.

200, 604 1st Street SW, Calgary, AB, T2P 1M7
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