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moneysense.ca, 18/03/10
Find a fee-only planner in Manitoba
Fee-only planners in Manitoba.
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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.
D. Robinson + Associates Inc.
Darryl Robinson
2165 Henderson Hwy, Winnipeg, MB, R2G 1P9, tel: (204) 663-1561
email: darryl.robinson@shaw.ca
web: drobinsonandassociates.ca/index.htm
licensed to sell investment products: no
payment options:
• hourly fee: $150/hr
areas served: Winnipeg, MB
minimum account size: none
planner credentials: RSW, CFP, R.F.P.
areas of specialization:
• retirement planning
• financial education and counselling
• severance and pension counselling
Independent Financial Counsellors Inc.
51 Grady Bend Place, Winnipeg, MB, R2V 4X2, tel: (204) 786-8797 or (866) 491-0032
email: ifc@ifcincorp.com
web: www.ifcincorp.com/
licensed to sell investment products: No
• hourly fee: $150/hr
Areas served: mostly Manitoba, but we have clients all over Canada
Minimum account size: none
Planner Credentials: CFP, R.F.P.
Areas of specialization:
• budgeting
• tax planning and preparation
• estate planning
• portfolio reviews and monitoring
Wellington West
200 Waterfront Drive, Suite 300, Winnipeg, MB, R3B 3P1, tel: (204) 925-5154
e-mail: admin@wellwest.ca
web: www.wellwest.ca
licensed to sell investment products: no
payment options:
• hourly fee: $125 to $250/hr
areas served: Ontario, Manitoba, Alberta and B.C.
minimum account size: $1 million
planner credentials: BA, R.F.P., CFP, TEP, HBA, CIM
moneysense.ca, 18/03/10
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