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EF Consulting
Edmond A. Fhima
100 Alexis Nihon Blvd., Suite 290 St-Laurent, Quebec H4M 2N7, tel: Tel: 514-747-7222
Fax:514-744-0737
email: efhima@efconsulting.ca
web: http://www.efconsulting.ca/
licensed to sell investment products: no
payment options:
• hourly fee: $185
• flat fee: negotiable
areas served: Montreal, Ottawa, Quebec
minimum account size: none
planner credentials: CFP, R.F.P., Pl.Fin, B.Comm, CAdm.
areas of specialization:
• Investment counseling
• Insurance counseling (Life, disability and critical)
• Retirement Planning
• Estate planning
• Tax planning and preparation
• employer-sponsored plans

Kathy Aziz
66 Dobie, Mount Royal, QC, H3P 1R8
email: kathyaziz@sympatico.ca
licensed to sell investment products: no
payment 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 monitor investments on an ongoing basis)
areas served: Montreal, Laurentians, Quebec
minimum account size: none
planner credentials: PFP, Pl.Fin. Fellow Adm.A TEP (also have R.F.P. and CFP, but these are not used in Quebec)
areas of specialization:
• tax and investment planning
• estate administration and planning
• financial planning in divorce situations

PWL Advisors Inc.
Caroline Nalbantoglu
215 Redfern Ave., Suite 200, Westmount, QC, H3Z 3L5, tel: (514) 875-1585, ext. 247, toll-free: (800) 343-7566
email: cnalbantoglu@pwlcapital.com
web: http://www.pwlcapital.com/
licensed to sell investment products: no
payment options:
• hourly fee: $250/hr
• retainer: typically $2,000
• set price per service available
• percentage of assets: typically 0.5% (contact for details)
areas served: Montreal, Ottawa, Toronto
minimum account size: typically $500,000 (contact for details)
planner credentials: CGA, CFP, R.F.P., C. Adm.FP
areas of specialization:
• Caroline Nalbantoglu is a fee-only financial planner within PWL, a firm that encompasses financial planning and investment management