Find a fee-only planner in British Columbia

Fee-only planners in B.C.

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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.

Anne Brandt Personal Financial Consulting
Anne Brandt

3108 Patullo Cres., Coquitlam, BC, V3E 2R2, tel: (604) 552-1696
email: anne@annebrandtfinancial.com
web: www.annebrandtfinancial.com
licensed to sell investment products: no
payment options:
• hourly fee: $150/hr
• set fee for plans: $800 to $1,500
areas served: Vancouver area and the Lower Mainland
minimum account size: none (does not manage assets)
planner credentials: CFP, R.F.P., PFP
areas of specialization:
• retirement planning
• severance and early retirement packages
• pension decisions
• income tax planning and preparation

Ben Davies Financial Planning
201 – 1819 Beaufort Ave., Comox, BC, V9M 1R9, tel: (250) 339-5776
email: bdavies@yourcfoinc.com
web: http://bendavies.com/
licensed for: securities, ETFs, insurance
payment options:
• hourly fee: $150/hr
• fixed fee plans $250 – $1,500 (depending on content, complexity)
• fee-based asset management: price range depending on account size, risk profile
areas served: primarily Vancouver Island but licensed in BC, AB, MB, ON
minimum account size: generally $250,000 but negotiable
planner credentials: BA CFP
areas of specialization: comprehensive financial planning

CMG Financial Education
(A Division of Camelot Management Group)

#203 – 1370 Beach Drive, Victoria, BC, V8S 2N6, tel: (250) 592-8021
email: cherith_camelot@telus.net
licensed to sell investment products: no
payment options:
• flat fee per assignment
areas served: Vancouver Island, the Lower Mainland and Southern B.C.
minimum account size: none
planner credentials:  CFP, R.F.P.
areas of specialization:
• primarily financial educators
• will work with individual clients, but specialty is workshops and seminars for private and public sector organizations

Dixon, Davis & Company
1027 Pandora Avenue, Victoria, BC, V8V 3P6, tel: (250) 413-3230
email: info@dixondavis.com
web: www.dixondavis.com
licensed to sell investment products: no
payment options:
• hourly fee: $200/hr
• annual retainer: $2,500 (includes preparation of basic income tax returns for family members)
• by project: $1,800 minimum
areas served: Victoria, Vancouver Island, Gulf Islands, Vancouver, Kamloops (all in B.C.) and Calgary, Alta.
minimum account size: none
planner credentials: R.F.P., CFP
areas of specialization:
• retirement and estate planning
• cash flow and taxation management
• pension planning
Facet Advisors Wealth Strategies Inc.
Suite 200, 8837 201 Street Langley, BC V2Y 0C8 tel: (604) 534-3004
email: mail@facetadvisors.com
web: www.facetadvisors.com
licensed to sell investment products: no
payment options:
• Hourly or flat fee; varies depending on service required
areas served:
minimum account size: none
planner credentials: Professional staff carry credentials such as CFP, CLU, CA, CGA, TEP, CPA
areas of specialization:
• Comprehensive financial planning for professionals, entrepreneurs and business owners, including cross border planning for US citizens and cross border businesses
Libra Investment Management Inc.
Norbert Schlenker

130B Bittancourt Road, Salt Spring Island, BC, V8K 282, tel: (250) 538-1641
email: inquiries@libra-investments.com
web: www.libra-investments.com
licensed to sell investment products: no
payment options:
• hourly fee: $250/hr
areas served: any Canadian location outside Quebec
minimum account size: $200,000
planner credentials: CFA, CFP, CIM, FMA

LifeDesign Financial
Karin Mizgala

400-1681 Chestnut St, Vancouver BC V6J 4M6 Tel (604) 880-4143
email: kmizgala@lifedesignfinancial.ca
web: www.lifedesignfinancial.ca and www.womensfinanciallearning.ca
licensed to sell investment products: No
• hourly fee: $200/hr
• project: $1,000-$3,500
areas served: Canada wide
minimum account size: none
planner credentials: MBA, CFP, BA Psych
areas of specialization:
• transition and retirement planning
• financial coaching and counselling for women and couples
• financial planning for therapists, coaches and healing professionals
• financial education workshops for women

Macdonald, Shymko & Company LTD
Fee Only Financial Advisors
510 Burrard Street, Suite 950, Vancouver, BC, V6C 3A8, tel: (604) 687-7966
email: msc@msc-feeonly.com
web: www.macdonaldshymko.com
licensed to sell investment products: no
payment options:
• hourly fee: $40 (assistant) to $230/hr
• percentage of assets under management:
• $500,000 and under: 1.12%
• $500,000 to $1 million: (0.98%)
• $1 million or more: 0.72%
areas served: B.C., Alberta and Ontario
minimum account size: none
planner credentials: R.F.P., MBA, CMA, TEP, CIM
areas of specialization:
• comprehensive financial planning

Money Matters
Sheila Walkington

Vancouver, BC , tel: (604) 716-5375
email: sheila@moneyreallymatters.ca
web: www.moneyreallymatters.ca
licensed to sell investment products: no
payment options:
• hourly fee: $150- $200/hour
• set fee for coaching packages: $1,500 – $2,500
areas served: Vancouver area and the Lower Mainland
also phone coaching – anywhere in Canada
minimum account size: none
planner credentials: CFP
areas of specialization:
• Debt management
• Couples finances
• Planning home purchases

MSC Financial Services
(Affiliated with Macdonald Shymko & Company)
1221 Lonsdale Ave, Suite 204, North Vancouver, BC, V7M 2H5, tel: (604) 988-9876
email: iblack@msc-feeonly.com
web: www.macdonaldshymko.com
licensed to sell investment products: no
payment options:
• hourly fee: $200/hr
• percentage of assets under management: 1% or less, for monitoring portfolios
areas served: North Vancouver
minimum account size: none
planner credentials: BBA, CFP, R.F.P.
areas of specialization:
• tax and retirement planning
• asset allocation

Smarter Financial Planning LTD
Derek Moran
472 Sarsons Road, Kelowna, BC, V1W 1C2, tel: (250) 450 – 9766
email: derek@smarterfinancialplanning.ca
web: www. smarterfinancialplanning.ca/
licensed to sell investment products: no
payment options:
• hourly fee: $150+ /hr
areas served: all
minimum account size: none
planner credentials: R.F.P.
areas of specialization:
• tax
• retirement planning
• estate planning

Tim Paziuk
TPC Financial Group Ltd.
760 Hillside Ave., Victoria, BC, V8T 1Z6, tel: (250) 385-0058 | toll free: (888) 315-0058
email: tim@tpcfinancial.com
planner credentials: CFP, CLU, ChFC
areas of specialization: planning for incorporated professionals

Vancouver Financial Planning Consultants Inc.
800 West Pender Street, Suite 1600, Vancouver, BC, V4P 1J2, tel: (604) 685-1938
email: planning@vfpc.ca
web: www.vfpc.ca/
licensed to sell investment products: no
payment options:
• hourly fee: $250/hr
• annual retainer: $2,000
areas served: Vancouver and the Lower Mainland
minimum account size: none
planner credentials: CFP, R.F.P., CA, CFA
areas of specialization:
• personal financial planning
• non-residence issues
• personal tax matters

YOU FIRST Financial & Benefits Consultants Ltd.
Odette Morin

501-1200 Burrard St.
Vancouver, BC V6Z 2 C7 (604)878-0702
email: odette@you-first.com
web: http://www.you-first.com
Licensed to sell investments: yes
Payment options:
Fee only: Hourly fee $250 / hour or annual all inclusive fee ranging from $2500 to $4000 / year
Fee-based: ranging from 0.75% to 1% of assets under management
Areas served: based in Vancouver, but serving British Columbia, Alberta, Ontario, Québec & Newfoundland
Minimum account size: none
Planner credential: CFP, CLU
Areas of expertise
• retirement planning including cash flow analysis, planning & monitoring, investment allocation and selection, in-depth tax planning, Canadian & USA tax return, holistic financial planning for the highly financially motivated individuals.

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  46. Please note that MSC Financial Services or TPG Financial Services is NOT associated with Macdonald Shymko & Company (www.macdonaldshymko.com) and is NOT registered to provide investment or portfolio management advice under MSC's Portfolio Manager designation.

    Reply

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