Directory of fee-only planners

The Fee-for-service Planners/Money Coaches tab covers professionals who work strictly on a time- or project-based compensation model. The second tab focuses on planners who are primarily asset-based but offer a fee-for-service option. None of the planners listed have been vetted by MoneySense.

For more on the different kinds of fee-only planners out there, read our November 2013 feature, How to find the perfect financial planner.”

Fee-for-service Planners/Money Coaches
Primarily Asset-based Planners


  • Name (Designation) Services Fee Minimum Account Size Licensed to Sell Company Province Address Email Website Phone
    Anne Brandt (CFP, RFP, FDS) Comprehensive financial planning, Retirement planning, Tax Planning, Insurance planning, Decision consultation, Portfolio reviews, Severance and early retirement counselling $150/hr ($175/hr for divorce counselling), comprehensive retirement plans range from $1,500-$3,000, smaller modular projects range from $450-$1,500 None N/A Anne Brandt Personal Financial Planning BC 3180 Patullo Cres., Coquitlam, BC V3E 2R2 anne@annebrandtfinancial.com www.annebrandtfinancial.com 604-552-1696
    Annie Kvick (CFP) Comprehensive financial planning, Retirement planning, Estate Planning, Tax Planning , Insurance Planning, Decision consultation, Money coaching, Portfolio reviews $2,000-$3,500/project, based on time and complexity. Complimentary initial consultation. None N/A Money Coaches Canada BC North Vancouver, BC annie@moneycoachescanada.ca www.moneycoachescanada.ca 604-803-7974
    Derek Moran (RFP) Comprehensive financial planning, Retirement planning, Estate planning, Tax planning , Insurance planning, Decision consultation, Money Coaching, Manager searches, Portfolio reviews $180/hr; $3000-$5000: Comprehensive financial plan None N/A Smarter Financial Planning BC 471 Knowles Rd., Kelowna, BC, V1W 1H2 derek@smarterfinancialplanning.ca www.smarterfinancialplanning.com 250-450-9766
    George Christison (CIM, FMA, STI, FCSI) Retirement planning, Manager searches, Portfolio reviews, Investment planning $100/hour None N/A IFM Planning Services BC 7740 Lantzville Road, Lantzville, B.C. V0R 2H0 ifm.planning@investingforme.com http://planning.investingforme.com/welcome (250) 933-1118
    Gina Macdonald (BA, CFP, RFP) Comprehensive financial planning, Retirement planning, Estate Planning, Tax Planning , Insurance Planning, Decision consultation, Money coaching, Portfolio reviews, Investment recommendations, Ongoing portfolio management, Executive stock option planning $240/hr None N/A Macdonald, Shymko & Company Ltd. BC 950-510 Burrard St., Vancouver, BC, V6C 3A8 gmm@msc-feeonly.com www.macdonaldshymko.com 604-687-7966
    Ian Black (B.Comm, RFP, TEP) Comprehensive financial planning, Retirement planning, Estate planning, Tax planning , Insurance planning, Decision consultation, Portfolio reviews, Investment recommendations, Ongoing portfolio management $240-$320/hr None N/A Macdonald, Shymko & Company Ltd. BC 950-510 Burrard St., Vancouver, BC, V6C 3A8 iblack@msc-feeonly.com www.macdonaldshymko.com 604-687-7966
    Jason Brownlee (CFP) Comprehensive financial planning, Retirement planning, Estate planning, Insurance planning, Decision consultation, Money coaching, Manager searches, Portfolio reviews, Investment recommendations, Ongoing portfolio management, DIY investing $125/hr; $2,000/year retainer fee (20 hrs); $750 for investment analysis and recommendations; $1,250 for retirement plan with investment plan and recommendations None N/A Fee Only Investment Planning BC 2339 Chilco Rd., Victoria, BC V9B 0H3 info@adviseme.com www.advisemeinc.com 250-580-4563
    Julie Chung (CFP, CLU) Comprehensive financial planning, Retirement planning, Estate planning, Tax planning, Insurance planning, Decision consultation $150-$200/hr; $1,000-$8,000/project (depending on complexity); estimates provided in advance of work None insurance products Facet Advisors Wealth Strategies Inc. BC 200-8837 201 St., Langley, BC V2Y 0C8 jchung@facetadvisors.com www.facetadvisors.com 604-534-3004
    Kathryn Mandelcorn (FMA) Decision consultation; Money coaching $2,000-$3,500/project, based on time and complexity. Complimentary initial consultation. None N/A Money Coaches Canada BC Vancouver kathryn@moneycoachescanada.ca www.mcoaches.ca/kathrynm 604-833-5331
    Lenore Davis (CFP, RFP) Comprehensive financial planning, Retirement planning, Estate planning, Tax planning , Insurance planning, Decision consultation, Money coaching, Portfolio reviews, Strategic investment portfolios $200/hr; $1800: Appraisal of current status and sustainable spending model; $400 increments: Additional modules covering specific tasks; $2500: Annual retainer $1800: project minimun; $2500: annual retainer N/A Dixon, Davis & Company BC 1027 Pandora Ave., Victoria, BC V8V 3P6 lenore@dixondavis.com www.dixondavis.ca 250-413-3230
    Leslie Gardner Money coachin, Comprehensive financial planning, Retirement planning, Decision consultation. $2,000-$3,500 per project, based on time and complexity. Complimentary initial consultation. None N/A Money Coaches Canada BC 6453 Chukar Ave., Kamloops, BC leslie@moneycoachescanada.ca www.moneycoachescanada.ca 250-573-0038
    Melanie Buffel Decision consultation; Money coaching; Business Financial Management $2,000-$3,500 per project, based on time and complexity. Complimentary initial consultation. None N/A Money Coaches Canada BC 2260 East 6th Ave., Vancouver, BC V5N 1R1 melanie@moneycoachescanada.ca www.moneycoachescanada.ca 604-764-1774
    Michael Deepwell (CA) Comprehensive financial planning, Retirement planning, Estate planning, Tax planning , Insurance planning, Decision consultation, Money coaching, Portfolio reviews, Investment recommendations, Small business consulting $150/hr; Complimentary initial 60-minute consultation None N/A Lamp Financial Inc. BC michael@lampfinancial.com www.lampfinancial.com
    Barbara Knoblach Decision consultation; Money coaching; Time management $2,000-$3,500 per project, based on time and complexity. Complimentary initial consultation. None N/A Money Coaches Canada AB Edmonton, AB barbara@moneycoaches.ca http://moneycoachescanada.ca/about/barbara-knoblach/ 780-436-5906
    Diane Dekanic (CFP, RFP, PFP, MBA) Comprehensive financial planning, Retirement planning, Estate planning, Tax planning , Insurance planning, Decision consultation, Money coaching, Manager searches, Portfolio reviews, Ongoing portfolio management, Wealth Management Services $175/hr; project-based starting at $775; annual retainer starting at $900/yr None N/A Financial Health Management Inc. AB PO Box 61165, Calgary AB T2N 4S6 ddekanic@fhminc.ab.ca www.fhminc.ab.ca; www.mymoneyschool.com 877-349-7337
    Marie Engen Comprehensive financial planning, Retirement planning, Decision consultation, Money coaching, Portfolio reviews $125/hr; fee schedule for a financial plan is $1000 for individuals and $1400 for couples None N/A Boomer & Echo Financial Planning AB Calgary, AB mariekengen@gmail.com www.boomerandecho.com 250-768-1443
    Robb Engen Comprehensive financial planning, Retirement planning, Decision consultation, Money coaching, Portfolio reviews $125/hr; fee schedule for a financial plan is $1000 for individuals and $1400 for couples None N/A Boomer & Echo Financial Planning AB Lethbridge, AB info@boomerandecho.com www.boomerandecho.com 403-360-1985
    Ron Graham (CA, RFP, CFP) Comprehensive financial planning, Retirement planning, Estate planning, Tax planning , Insurance planning, Decision consultation, Portfolio reviews, Investment recommendations $175-$200/hr: 2 hour minimum for consultation/8-10 hours for written plan dealing with retirement/tax and investment issues None N/A Ron Graham and Associates Ltd. AB 100, 10585-111 St., Edmonton, AB, T5H 3E8 rgraham@rgafinancial.com www.rgafinancial.com (780) 429-6775 ext 240
    Rose Raimondo (BBA, CFP, RFP, CHICoach, ACC) Comprehensive financial planning, Retirement planning, Estate Planning, Tax Planning , Insurance Planning, Decision consultation, Money Coaching, Portfolio reviews $175-$225/hr None N/A Raimondo & Associates Ltd. AB 305-4625 Varsity Dr. NW #329, Calgary, AB T3A 0Z9 rose@raimondo-associates.com www.raimondo-associates.com 403-288-8561
    Tom Feigs (CFP) Comprehensive financial planning, Retirement planning, Estate Planning, Tax planning , Insurance planning, Decision consultation, Portfolio reviews $2,000-$3,500 per project, based on time and complexity. Complimentary initial consultation. Also offer an ongoing program starting at $150 monthly. None N/A Money Coaches Canada AB 1404 Craig Rd. SW, Calgary, AB T2V 2S8 tom@moneycoachescanada.ca www.moneycoachescanada.ca 403-401-1094
    Kathy Waite Comprehensive financial planning, Retirement planning, Estate planning, Tax planning , Insurance planning, Decision consultation, Money Coaching, Manager searches, Portfolio reviews, DIY investor education $1000-$10000: based on project; 50% off in second year None N/A Eureka Investor Guidance SK RR # 2 Craven, SK, S0G 0W0 kathy@eurekainvestorguidance.ca www.eurekainvestorguidance.ca 306-535-2255
    Al Feth (CFP, RFP, EPC, CPCA) Comprehensive financial planning, Retirement planning, Estate planning, Tax planning , Insurance planning, Decision consultation, Money coaching, Elder planning issues $195/hr None insurance products Feth Financial Services ON 3-745 Bridge St. W., Waterloo, ON N2V 2G6 akfeth@rogers.com
    Alexander Wright (CD, MBA, CFE, CFP, RFP, CAPT Ret'd) Comprehensive financial planning, Retirement planning, Estate planning, Tax planning , Insurance planning, Portfolio reviews, Investment recommendations, Business succession planning $500/hr (less as per diem) None N/A Wright & Co. ON 339A College St., Toronto, ON M5T 1S2 awright@wrightandco.ca www.wrightandco.ca 416-535-1754
    Andy Hammond (CA) Comprehensive financial planning, Retirement planning, Tax Planning , Decision consultation, Money coaching, Portfolio reviews, Investment recommendations, Ongoing portfolio management, Goal setting None N/A Hammond Financial ON 16 Sabbe Crescent, Ajax, ON, L1T 4E3 andyhammond@rogers.com www.hammondfinancial.ca 289 -200-6642
    Avraham Byers Personal Financial Training $450-$850/month depending on complexity None N/A Breakthrough Personal Financial Trainers ON 1600-2300 Yonge St., Toronto, ON M4P 1E4 abyers@financialtraining.ca www.financialtraining.ca 416-926-8024
    Carole Aronovitch (CFP, CIM) Retirement planning, Decision consultant, Manager searches, Portfolio reviews $175/hr; Fixed amount based on extent of work contracted: Adviser search/retirement planning None N/A Wealthmapping Inc. ON Toronto carole@wealthmapping.ca www.wealthmapping.ca 1-855-789-5015
    Caroline Paton (MBA, BA, FPSC) Comprehensive financial planning, Retirement planning, Insurance planning, Decision consultation, Money coaching $150/hr; $2000-$3500: Comprehensive plan; $2000-$3000: Money coaching; Complimentary 30-minute initial call None N/A Caroline Paton Objective Financial Planning ON 101 - 19 Aerodome Cres., Toronto, ON M4G 4J3 caroline@carolinepaton.com www.carolinepaton.com 416-467-8639, Toll-free 1-877-836-8512
    Charmaine Huber Money coaching $2,000-$3,500 per project, based on time and complexity. Complimentary initial consultation. None N/A Money Coaches Canada ON Barrie, ON charmaine@moneycoachescanada.ca mcoaches.ca/charmaineh 705-718-1299
    Cherise Berman (CPA, CA, CFP, RFP, TEP) Comprehensive financial planning, Retirement planning, Estate Planning, Tax Planning , Insurance Planning, Decision consultation, Money Coaching, Financial education workshops $200/hr; $1500/day; $1800-$2500: Retirement income projections; $3500-$5000: Comprehensive financial plans None N/A Bespoke Financial Consulting Inc. ON 5600-100 King St. W, Toronto, ON M5X 1C9 cherise@bespokefinancial.ca www.bespokefinancial.ca 416-875-9113
    Cynthia Kett (CPA, CA, CGA, CFP, RFP, TEP) Comprehensive financial planning, Retirement planning, Estate planning, Tax planning , Insurance planning, Decision consultation, Money coaching, Portfolio reviews, Strategic investment portfolios, investment choices $325/hr None N/A Stewart & Kett Financial Advisors ON 911-123 Front St. W, Toronto, ON M5J 2M2 ckett@stewartkett.com www.stewartkett.com 416-362-6322
    David Stewart (CFP, RFP) Comprehensive financial planning, Retirement planning, Estate planning, Tax planning , Insurance planning, Decision consultation, Money coaching, Portfolio reviews, Strategic investment portfolios, Investment choices $325/hr None N/A Stewart & Kett Financial Advisors ON 911-123 Front St. W, Toronto, ON M5J 2M2 dstewart@stewartkett.com www.stewartkett.com 416-362-6322
    Doug Grant (PhD, DFP) Comprehensive financial planning, Retirement planning, Estate planning, Tax planning , Decision consultation, Money coaching, Portfolio reviews, Investment recommendations, Ongoing portfolio management, Transition to DIY investing $75/hr (some discounts apply), typical project is 8 to 10 hrs None N/A Financial Counselling and Mentoring ON 8 Stanmore Ave., Kitchener, ON N2B 3W2 dgrantfinancial@yahoo.ca dgrantfinancial.webs.com 519-896-9156
    Doug Scott (CFP) Comprehensive financial planning, Retirement planning, Estate planning, Tax Planning , Insurance planning, Decision consultation, Money coaching $150/hr: Assessment/plan development/implementation; $75/hr: Monthly followup/coaching; Complimentary initial online meeting None N/A Proverus Financial Services ON 1026 County Rd. 20, Oxford Station, ON K0G 1T0 doug@proverusfinancial.ca www.proverusfinancial.ca 613-258-2159
    Eric Putnam (PFP) Money coaching, Credit management Free initial consultation. Project fees: $795-$1,595, with payment terms available None N/A Debt Coach Canada ON 101-2275 Upper Middle Rd. E, Oakville, ON L6H OC3 ericp@debtcoach.ca www.debtcoach.ca 416-765-0106
    Frank Urbaniak Comprehensive financial planning, Retirement planning, Decision consultation, Money coaching, Portfolio reviews, Investment recommendations $250 consultation fee None N/A iDeal Enterprises ON 84 Millcliff Circle, Aurora, ON L4G 7N9 furbaniak1@gmail.com www.idealenterprises.mobi 647-896-2005
    Frank Wiginton (CFP, CIM, RRC, FMA) Comprehensive financial planning, Retirement planning, Estate planning, Tax planning , Insurance planning, Decision consultation, Money coaching, Portfolio reviews $3,250 for comprehensive plan (25hours) and then $130/hr. Or, $175/hr. None N/A A Better Quality of Life Financial Consulting ON 16 Wiley Ave., Toronto, ON M4J 3W4 Frank@wiginton.ca www.frankwiginton.com 416-999-7392, 877-227-8201
    Gordon Stockman (CFP, CIM, CA, CFA) Comprehensive financial planning, Retirement planning, Estate planning, Tax planning, Insurance planning, Decision consultation, Money coaching, Manager searches, Portfolio reviews, Investment recommendations, Ongoing portfolio management, Implementation management $210/ hr, first hr free; plans at $800: retirement, investment, taxation and estate; annual subscription from $100 to $300/month None N/A Efficient Wealth Management Inc. ON 100 - 47 Lakeshore Road East, Mississauga, ON L5G 1C9 gostockman@efficientwealth.com
    Heather Franklin (CFP) Comprehensive financial planning, Retirement planning, Estate planning, Decision consultation, Money coaching, Portfolio reviews, Investment recommendations, Ongoing portfolio management $150/hr; project fee/financial plan varies None N/A N/A ON 43 Geraldton Cres., Toronto, ON M2J 2R5 msheatherfranklin@hotmail.com 416-223-9826
    Jason Heath (CFP) Comprehensive financial planning, Retirement planning, Estate planning, Tax planning , Insurance planning, Decision consultation $1500 and up: Retirement planning/tax planning/estate planning modules; $4500 and up: Comprehensive financial, tax and estate planning; $7500: Business owner financial planning None N/A Objective Financial Partners Inc ON 602-90 Allstate Pkwy, Markham, ON L3R 6H3 jheath@objectivefinancialpartners.com www.objectivefinancialpartners.com 416-691-8471, Toll-free 1-855-691-8471
    Joe Barbieri (CFA) Comprehensive financial planning, Retirement planning, Decision consultation, Money coaching, Portfolio reviews, Investment recommendations, Ongoing portfolio management Initial consultation: $350 for two hours; investment or retirement plan: $1200; complete financial plan: $2800; hourly rate: $150. All prices include HST None N/A Joe the Investor ON 80 Quebec Ave., Toronto, ON M6P 2T3 joetheinvestor.today@gmail.com www.joetheinvestor.ca 647-286-8020
    Julie Langevin (CA, CPA) Decision consultation; Money coaching; Business Financial Management $2,000-$3,500/project, based on time and complexity. Complimentary initial consultation. None N/A Money Coaches Canada ON Timmins, ON Cjulie@moneycoachescanada.ca www.moneycoachescanada.ca 705-363-7627
    Kevin Cahill (CFP, CLU, EPC, CHS) Comprehensive financial planning, Retirement planning, Estate planning, Tax planning, Insurance planning, Decision consultation $1500-$3000 for development of Ideal Legacy Portfolio; $500 annual engagement fee for twice per year consultations; $500 per hour for additional consultation where necessary None N/A Canadian Legacy Builder ON 53 Yarmouth St., Guelph, ON N1H 4G2 kevin@myclb.ca www.canadianlegacybuilder.ca 519-836-7989
    Linda Stalker (CFP, CLU, CA) Comprehensive financial planning, Retirement planning, Estate planning, Tax planning , Insurance planning, Decision consultation, Money coaching, Manager searches, Portfolio reviews $225/hr; $2500-$5000: Comprehensive financial plan None N/A Henderson Partner LLP ON 1405 North Service Rd. E, Oakville, ON L6h 1A7 lstalker@hendersonpartnersllp.ca www.hendersonpartnersllp.ca 905-829-3701 ext 246
    Lisa Calleja (CFP) Comprehensive financial planning, Retirement planning, Estate planning, Tax Planning , Insurance planning, Decision consultation, Money coaching, Manager searches, Portfolio reviews, Debt Management $175/hr; $2,624-$6,000 per project (depending on complexity); annual retainer fee; cost reduced to 65% in 2nd and subsequent years None N/A Sunrise Financial Planning & Debt Management Services ON 1195 Limeridge Rd. E., Hamilton, ON L8W 1E9 lisa@sunrisefinancialplanning.com www.sunrisefinancialplanning.com 905-296-1075 (Hamilton); 905-267-1093 (Montreal)
    Margaret Cameron (CFP, RFP, MBA, FDS) Comprehensive financial planning, Retirement planning, Estate planning, Tax Planning , Insurance planning, Decision consultation, Money coaching, Manager searches, Portfolio reviews $250/hr plus HST; Project rates vary None N/A Cameron Leadership Development Inc. ON PO Box 36047, Ottawa, ON K1Y 4V3 cameronleadership@gmail.com www.cameronleadership.ca 613-699-5125
    Mike Bayer (CIM, CFP, FCSI) Comprehensive financial planning, Retirement planning, Estate planning, Tax planning , Insurance planning, Decision consultation, Portfolio reviews, Investment recommendations, Ongoing portfolio management $200/hr; $1000-$2000: Investment plan/monitoring/rebalancing; $3500: Comprehensive financial plan None N/A Strategic Analysis Capital Management Inc. ON 5572 Haddon Hall Rd., Mississauga, ON L5M 5G4 mikebayer@financialstrategy.ca www.financialstrategy.ca 416-576-6777
    Mike Gomes (CFP) Comprehensive financial planning The KAIZEN Financial Planning Process Programs:The Building A Foundation Program, The Securing The Future Program, The Preserving Wealth Program, The Corporate Class Enhancement ($1,998 - $4,998) None insurance products Ironshield Financial Planning ON 310-701 Evans Ave., Toronto, ON M9C 1A3 mikegomes@ironshield.ca www.ironshield.ca 416-626-6515
    Monique Madan (CFP, FMA, CDFA) Comprehensive financial planning, Retirement planning, Estate planning, Tax Planning , Insurance planning, Decision consultation, Money coaching $175 per hour plus HST. Most engagements will require 6 - 8 hours of work at first. Annual meetings are recommended at a duration of 1 hour each. None N/A Monique Madan Consulting Inc. ON 99 Westhampton Drive, Thornhill, Ontario, L4J 7J8 monique@moniquemadan.com www.moniquemadan.com (647) 297-2376
    Noel D'Souza Comprehensive financial planning, Retirement planning, Estate Planning, Tax planning , Insurance planning, Decision consultation, Money coaching, Portfolio reviews, Asset allocation reviews $2,000-$3,500 per project, based on time and complexity. Complimentary initial consultation. None N/A Money Coaches Canada ON Toronto, ON noel@moneycoachescanada.ca www.moneycoachescanada.ca 647-478-9370
    Paul McVean (CGA, CFP, TEP) Comprehensive financial planning, Retirement planning, Estate planning, Tax planning , Insurance planning, Decision consultation $1500 and up: Retirement planning/tax planning/estate planning modules; $4500 and up: Comprehensive financial, tax and estate planning; $7500: Business owner financial planning None N/A Objective Financial Partners Inc ON 602-90 Allstate Pkwy, Markham, ON L3R 6H3 info@objectivefinancialpartners.com www.objectivefinancialpartners.com 416-691-8471, Toll-free 1-855-691-8471
    Renee Verret (CFP) Comprehensive financial planning, Retirement planning, Estate planning, Tax planning , Insurance planning, Decision consultation, Money coaching, Portfolio reviews, Financial Education $2,000-$3,500 per project, based on time and complexity. Complimentary initial consultation. None N/A Money Coaches Canada ON Toronto renee@moneycoachescanada.ca www.moneycoachescanada.ca 416-617-2511
    Rob Parypa (CFP, CIM, FMA, FCSI) Comprehensive financial planning, Retirement planning, Insurance Planning, Decision consultation, Money coaching, Options trading $135/hr; $1,700-$2,300/financial plan None N/A Quintile Wealth Advisors ON 65 Mark St., Aurora, ON L4G 3J6 hr@qwa.co www.qwa.co 416-206-8230
    Ryan Kerr (CFA) Comprehensive financial planning, Retirement planning,Tax Planning , Insurance Planning, Decision consultation, Money coaching, Portfolio reviews, Investment recommendations $150/hr; $1,200-$1,800: Investment Plan; $1,800-$3,750: Comprehensive financial plan None N/A Astrolabe Financial Group Inc. ON 1775 Courtwood Cres., Ottawa, ON K2C 3J2 info@astrolabefinancial.ca www.astrolabefinancial.ca 613-221-6061
    Sandi Martin Comprehensive financial planning, Retirement planning, Decision consultation, Money coaching, Portfolio reviews, Investment recommendations $125/hr; $900-$1400: Financial plan None N/A Spring Personal Finance ON 410 Bay St., Gravenhurst, ON P1P 1G9 sandi@springpersonalfinance.com www.springpersonalfinance.com 705-684-9115
    Scott Plaskett (CFP) Comprehensive financial planning The KAIZEN Financial Planning Process Programs:The Building A Foundation Program, The Securing The Future Program, The Preserving Wealth Program, The Corporate Class Enhancement ($1,998 - $4,998) None N/A Ironshield Financial Planning ON 310-701 Evans Ave., Toronto, ON M9C 1A3 info@ironshield.ca www.ironshield.ca 416-626-6515
    Shannon Lee Simmons (CFP, CIM) Comprehensive financial planning, Retirement planning, Tax Planning , Decision consultation, Money coaching, Portfolio reviews $250 per session (no hourly rate); retainer program available None N/A Shannon Lee Simmons ON 51 Wolseley Ave., Toronto, ON M5T 1A4 info@shannonleesimmons.com 905-808-4317
    Steve Dostanic (CFA) Comprehensive financial planning, Retirement planning,Tax Planning , Insurance Planning, Decision consultation, Money coaching, Portfolio reviews, Investment recommendations $150/hr; $1,200-$1,800: Investment Plan; $1,800-$3,750: Comprehensive financial plan None N/A Astrolabe Financial Group Inc. ON 1775 Courtwood Cres., Ottawa, ON K2C 3J2 info@astrolabefinancial.ca www.astrolabefinancial.ca 613-221-6061
    Susan Stefura (CFP, RFP, TEP) Comprehensive financial planning, Retirement planning, Estate planning, Tax planning , Insurance planning, Decision consultation, Money coaching, Financial education workshops $200/hr; $1,500/day; $1800-$2500: Retirement income projections; $3500-$5000: Comprehensive financial plans None N/A Bespoke Financial Consulting Inc. ON 5600-100 King St. W, Toronto, ON M5X 1C9 susan@bespokefinancial.ca www.bespokefinancial.ca 647-980-9113
    Sylvia Azoulay (LL B, TEP) Comprehensive financial planning, Retirement planning, Estate planning, Tax planning , Insurance planning, Decision consultation $1500 and up: Retirement planning/tax planning/estate planning modules; $4500 and up: Comprehensive financial, tax and estate planning; $7500 and up: Business owner financial planning None N/A Objective Financial Partners Inc ON 602-90 Allstate Pkwy, Markham, ON L3R 6H3 info@objectivefinancialpartners.com www.objectivefinancialpartners.com 416-691-8471, Toll-free 1-855-691-8471
    Tracey Britt ( CFP) Comprehensive financial planning, Retirement planning, Estate planning, Insurance planning, Decision consultation, Money coaching, Portfolio reviews, Investor education $995-$1395 for six hours of meetings over four months; $295 per year for plan monitoring; complimentary no-obligation 45-minute introductory consultation None N/A York Region Money Coaches ON 3-320 Harry Walker Parkway North, Newmarket, ON L3Y 7B4 Tracey@YorkRegionMoneyCoaches.com www.YorkRegionMoneyCoaches.com 416-419-6197
    Trevor Van Nest (CFP) Comprehensive financial planning, Retirement planning, Estate planning, Insurance planning, Money coaching, Portfolio reviews, Investor education $995-$1395 for six hours of meetings over four months; $295 per year for plan monitoring; complimentary no-obligation 45-minute introductory consultation None N/A York Region Money Coaches ON 3-320 Harry Walker Parkway North, Newmarket, ON L3Y 7B4 Trevor@YorkRegionMoneyCoaches.com www.YorkRegionMoneyCoaches.com 905-252-4180
    William Green (CFP, CIM, FDS) Comprehensive financial planning, Retirement planning, Estate planning, Tax Planning , Insurance planning, Decision consultation, Money coaching, Manager searches, Portfolio reviews, Financial Divorce Specialist $150-$250/hr depending on complexity; typical plan takes 8-10 hours; typical annual review takes 3-5 hours None insurance products William Green Insurance and Financial Solutions ON 120 Milton St., Bracebridge, ON P1L 2G4 wegreen@billgreen.ca www.billgreen.ca 708-812-8132 or 403-456-6864
    William D. Jack (CFP, FCIA) Comprehensive financial planning, Retirement planning, Decision consultation, Money coaching, Manager searchers, Lifestyle consulting $250/hr; $2500-$3500 plus HST: Based on complexity None N/A William D. Jack & Associates, Inc. ON 850-36 Toronto St., Toronto, ON M5C 2C5 william@williamjack.ca www.williamjack.ca 416-815-7200
    Matthew Altro (CFP) Comprehensive financial planning, Retirement planning, Estate planning, Tax planning, Insurance planning $300/h4 None N/A MCA Cross Border Advisors Inc. QC 630 Sherbrooke St. West, Suite 1200, Montreal, QC, H3A 1E4 maltro@mcacrossborder.com 514-940-8662
    Caroline Nalbantoglu (CFP, RFP, C. Adm., FP) Comprehensive financial planning, Retirement planning, Estate planning, Tax planning , Insurance planning, Decision consultation, Money coaching, Manager searches, Cross-border and expatriate issues $250/hr; $3,500 for a comprehensive financial plan; $1,500-$2,000 for a retirement plan; $2,000 annual retainer including tax preparation None N/A CNal Financial Planning QC 201-430 Sainte Helene, Montreal, QC H2Y 2K7 cnalbantoglu@cnalfp.com
    Edmond Fhima (CFP, RFP, Pl. Fin) Comprehensive financial planning, Retirement planning, Estate planning, Tax planning , Insurance planning, Decision consultation, Money coaching, Manager searches, Portfolio reviews $185/hr; modular planning: $850-$2,000; comprehensive financial planning: $3,000-$5,000 None N/A EF Consulting QC 290-100 Alexis-Nihon Boul., Ville Saint-Laurent, QC H4M 2N7 efhima@efconsulting.ca www.efconsulting.ca 514-747-7222
    Frantz Pierre-Louis (PL. Fin) Comprehensive financial planning, Retirement planning, Estate planning, Tax planning , Insurance planning, Portfolio reviews, Ongoing portfolio management $240/hr; De $2000-$6000 $150,000 N/A Planidex QC 2937 De Soissons, Montreal, Qc, H3S 1W1 fpierrelouis@videotron.ca http://planidex.indiciel.ca 514-756-6151
    Matthew Altro (CFP) Comprehensive financial planning, Retirement planning, Estate planning, Tax planning, Insurance planning $300/hr None N/A MCA Cross Border Advisors Inc. QC 1200 - 630 Sherbrooke St. W., Montreal, QC H3A 1E4 maltro@mcacrossborder.com 514-940-8662
    Suzanne K. Barwick Comprehensive financial planning, Retirement planning, Estate planning, Tax planning, Insurance planning, Decision consultation, Money coaching, Manager searches, Portfolio reviews One fee regardless of net worth for the first year. Retained for the following three years on a lower set fee. None N/A SKB Conseil QC 151 Brock Ave. S., Montreal, QC H4X 2E7 suzanne@skbconseil.com www.skbconseil.com
    Blair Corkum (CFP, RFP, CLU, CA,CPA, CFDS, CHS) Comprehensive financial planning, Retirement planning, Estate planning, Tax planning, Insurance planning, Decision consultation, Investmentstructure recommendations, Financial Divorce Counselling $175/hr + taxes; typical meetings of two hours for second opinions; projects depend on type: full financial plans typically $2,000-$3,000 None N/A Blair Corkum Financial Planning Inc. PE PO Box 1201, Charlottetown, PE, C1A 7M8 corkumfinancial@pei.sympatico.ca www.corkumfinancial.ca 902-393-1248
    Shelley Maher (CFA) Comprehensive financial planning, Retirement planning, Insurance planning, Decision consultation, Money coaching, Portfolio reviews $750: 3-month coaching ($900 for self-employed); $1500: 6-months coaching ($1800 for self employed); $250: ongoing retainer/reviews (350 for self-employed); 0.5% to 0.8% of assets: Ongoing investment rebalancing ($125 min.) None N/A Shelley Maher Financial NT 6 Wright Cres., Hay River, NT X0E 0R2 smaher@northwestel.net 867-876-0886
    Various coaches Money coaching, Credit management $795-$1500: Membership fee None N/A Debt Coach Canada N/A support@debtcoach.ca www.debtcoach.ca 1-866-883-8825
To be included in our directory, email us at: letters@moneysense.ca