Aaron Hector, CFP, R.F.P., TEP
Contact Me
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Calgary, AB |
- Financial Planning
- Investment Planning & Implementation
- Insurance Planning & Implementation
- Mortgage/Lending Implementation
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- Estate Planning
- Comprehensive Financial Planning
- Tax Planning
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- Fees paid by clients based on assets managed by advisor
- Fees paid by clients for advice (not based on assets)
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Adam Chapman, CFP, CLU
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London, ON |
- Financial Planning
- Investment Planning & Implementation
- Insurance Planning & Implementation
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- Comprehensive Financial Planning
- Retirement Income Planning
- Pensions
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- Fees paid by clients based on assets managed by advisor
- Fees paid by clients for advice (not based on assets)
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Allan Norman, M.Sc., CFP, CIM
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Barrie, ON |
- Financial Planning
- Investment Planning & Implementation
- Insurance Planning & Implementation
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- Corporate Financial Planning
- Comprehensive Financial Planning
- Investment Management
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- Fees paid by clients based on assets managed by advisor
- Fees paid by clients for advice (not based on assets)
- Commissions
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Ayana Forward, CFP
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Ottawa, ON |
- Financial Planning
- Investment Planning & Implementation
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- Comprehensive Financial Planning
- Retirement Income Planning
- Tax Planning
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- Fees paid by clients based on assets managed by advisor, Fees paid by clients for advice (not based on assets)
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Bob Joyce, CFP, CPA
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Hacketts Cove, NS |
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- Estate Planning
- Comprehensive Financial Planning
- Tax Planning
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- Fees paid by clients for advice (not based on assets)
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Chris Veilleux, CFP, CLU
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Brandon, MB |
- Financial Planning
- Investment Planning & Implementation
- Insurance Planning & Implementation
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- Corporate Insurance Planning
- Estate Planning
- Succession Planning
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- Fees paid by clients based on assets managed by advisor
- Fees paid by clients for advice (not based on assets)
- Commissions
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Evan Parubets, CFP
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Toronto, ON |
- Financial Planning
- Investment Planning & Implementation
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- Investment Management
- Retirement Income Planning
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- Fees paid by clients based on assets managed by advisor
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Gordon Stockman, CFP, CFA
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Mississauga, ON |
- Financial Planning
- Investment Planning & Implementation
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- Crossborder Planning (Canada/US)
- Comprehensive Financial Planning
- Retirement Income Planning
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- Fees paid by clients for advice (not based on assets)
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Hartzman & Associates Inc., CFP, TEP, CLU
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Kingston, ON |
- Financial Planning
- Investment Planning & Implementation
- Insurance Planning & Implementation
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- Divorce Planning
- Estate Planning
- Comprehensive Financial Planning
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Heather Holjevac, CFP
Contact Me
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Mississauga, ON |
- Financial Planning
- Investment Planning & Implementation
- Insurance Planning & Implementation
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- Divorce Planning
- Comprehensive Financial Planning
- Retirement Income Planning
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- Fees paid by clients for advice (not based on assets)
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Janet Gray, CFP, CFP
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Ottawa, ON |
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- Comprehensive Financial Planning
- Retirement Income Planning
- Pensions
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- Fees paid by clients for advice (not based on assets)
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Jason DeJean, CFP, CIM
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Burlington, ON |
- Financial Planning
- Investment Planning & Implementation
- Insurance Planning & Implementation
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- Comprehensive Financial Planning
- Discretionary Portfolio Management
- Tax Planning
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- Fees paid by clients based on assets managed by advisor
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Jason Pereira, CFP, R.F.P., CFA, CFP (U.S.), TEP
Contact Me
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Toronto, ON |
- Financial Planning
- Investment Planning & Implementation
- Insurance Planning & Implementation
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- Corporate Financial Planning
- Crossborder Planning (Canada/US)
- Comprehensive Financial Planning
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- Fees paid by clients based on assets managed by advisor
- Fees paid by clients for advice (not based on assets)
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JoAnne Anderson, CFP, CIM
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Mississauga, ON |
- Financial Planning
- Investment Planning & Implementation
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- Planning at transitions/managing change
- Comprehensive Financial Planning
- Investment Management
- Retirement Income Planning
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- Fees paid by clients based on assets managed by advisor
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Joseph Curry, CFP
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Peterborough, ON |
- Financial Planning
- Investment Planning & Implementation
- Insurance Planning & Implementation
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- Retirement Income Planning
- Socially Responsible Investing
- Pensions
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- Fees paid by clients based on assets managed by advisor
- Commissions
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Markus Muhs, CFP
Contact Me
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Edmonton, AB |
- Financial Planning
- Investment Planning & Implementation
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- Executive Compensation
- Discretionary Portfolio Management
- Retirement Income Planning
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- Fees paid by clients based on assets managed by advisor
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Mitchell A. Shields, CFP, CLU
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Oakville, ON |
- Financial Planning
- Investment Planning & Implementation
- Insurance Planning & Implementation
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- Corporate Financial Planning
- Corporate Insurance Planning
- Corporate Tax Planning
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- Fees paid by clients based on assets managed by advisor
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Natasha Knox, CFP, TEP
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New Westminster, BC |
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- Estate Planning
- Comprehensive Financial Planning
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- Fees paid by clients for advice (not based on assets)
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Nicholas Hui, CFP, TEP
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Markham, ON |
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- Estate Planning
- Comprehensive Financial Planning
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- Fees paid by clients for advice (not based on assets)
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Owen Winkelmolen, CFP
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London, ON |
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- Comprehensive Financial Planning
- Retirement Income Planning
- Tax Planning
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- Fees paid by clients for advice (not based on assets)
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Reagan Pflug, CFP
Contact Me
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Calgary, AB |
- Financial Planning
- Investment Planning & Implementation
- Insurance Planning & Implementation
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- Corporate Financial Planning
- Estate Planning
- Comprehensive Financial Planning
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- Fees paid by clients for advice (not based on assets)
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Trent MacKeen, CFP, CLU
Contact Me
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Halifax, NS |
- Financial Planning
- Investment Planning & Implementation
- Insurance Planning & Implementation
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- Corporate Financial Planning
- Comprehensive Financial Planning
- Insurance Planning
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- Fees paid by clients based on assets managed by advisor
- Fees paid by clients for advice (not based on assets)
- Insurance commissions
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Teresa Black Hughes, CFP, R.F.P., CLU
Contact Me
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Vancouver, BC |
- Financial Planning
- Investment Planning & Implementation
- Insurance Planning & Implementation
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- Estate Planning
- Investment Management
- Retirement Income Planning
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- Fees paid by clients based on assets managed by advisor
- Fees paid by clients for advice (not based on assets)
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T. Scott Sather, CFP
Contact Me
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Regina, SK |
- Financial Planning
- Investment Planning & Implementation
- Insurance Planning & Implementation
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- Comprehensive Financial Planning
- Discretionary Portfolio Management
- Tax Planning
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- Fees paid by clients based on assets managed by advisor
- Fees paid by clients for advice (not based on assets)
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Some times when I have been looking for a FP their website does not allow for an easy way to see their fee struture or comissions online before making an appt. This deters me from moving forward, I believe in full disclosure of this information ahead of time for me to feel comfortable talking to a FP.
Do you have any financial advisors in the Paris or Brantford ON area?
Hi Ron, Thank you for your question. We do not currently list any financial advisors from Paris or Brantford, Ont., but we hope to continue adding new names to the tool in the future.
What are your thoughts on a single person dealing with companies like Investors Group, Fidelity, Nesbitt Burns etc to manage my money? Is it better that you are dealing with a reputable organization that has a certain business standing?
Due to the large volume of comments we receive, we regret that we are unable to respond directly to each one. We invite you to email your question to [email protected], where it will be considered for a future response by one of our expert columnists.