Find a fee-only planner in Ontario
Fee-only planners in Ontario.
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Fee-only planners in Ontario.
Thomas J Venner (CFP) Financial Services
2 King St W, Suite 2 Dundas ON L9H6Z1, tel: (905) 512-2311 email: [email protected], [email protected] web: www.feebasedfinancialplanning.info, www.centum.ca/tom_venner licensed to sell investment products: yes payment options: •hourly fee: $50-100/hr for complete financial plans •fixed fee for modular services areas served: Hamilton, Ancaster, Dundas, Stoney Creek, Burlington, Grimsby, Caledonia planner credentials: CFP, Life Licensed, Licensed Mortgage Consultant areas of specialization: •advice-only financial planning •tax planning and preparation •retirement planning (Experience with Dofasco Fund 1 & 2 and Profit Sharing) •mortgage planning •investment planning •life/health/disability/critical illness/long-term care insurance needs analysis W. A. Robinson & Associates The Simonett Building, 14216 Rd # 38, Sharbot Lake, ON, K0H 2P0, tel: (613) 279-2116 / (877) 279-2116 email: [email protected] web: www.robinsonsgroup.com licensed to sell investment products: Licensed in Ontario as Investment Counselor, Portfolio Managers and Limited Market Dealers, and in Quebec as Unrestricted Advisors payment options: • hourly fee (rare): call for details • flat fee per project: call for details • percentage of assets under management: • 1.5% on first $500,000 • 1.25% on next $500,000 • 1% on next $4 million and after • mortgage based portfolios: 2% of assets under management areas served: Ontario and Quebec minimum account size: $500,000 ($25,000 if investing in a pooled mortgage investment corporation) planner credentials: B.Sc., CFA, CFP, R.F.P., CIM, CRF areas of specialization: • investment counsel • portfolio management • mortgage administration • small firm mergers and acquisitions • estate and tax planning Weigh House Investor Services 4141 Yonge Street, Suite 303, Toronto, ON, M2P 2A8, toll free: (866) 918-0550 web: www.weighhouse.com/main/home.aspx licensed to sell investment products: no payment options: • hourly fee: $200 to $250/hr areas served: Canada-wide on a remote (web conference) basis; personal service in Toronto, Burlington/Hamilton Area, York/Durham Region, and in B.C. minimum account size: $300,000 planner credentials: CA, CFP, CIMA areas of specialization: • financial planning • portfolio analysis and portfolio monitoring • investment counselor/investment advisor search Williams Financial Strategies Norman Williams 3109 Abernathy Way, Oakville, ON, L6M 5C2, tel: (905) 630-7658 e-mail: [email protected] licensed to sell investment products: no payment options: • hourly fee: $65/hr areas served: Oakville, Burlington, Mississauga (all in Ontario) minimum account size: none planner credentials: CFA, CA, CFP, R.F.P.; CFP, CIM, CMA (U.S.)Share this article Share on Facebook Share on Twitter Share on Linkedin Share on Reddit Share on Email