Natasha Knox, CFP, TEP
Contact Me
|
New Westminster, BC |
|
- Estate Planning
- Comprehensive Financial Planning
|
- Fees paid by clients for advice (not based on assets)
|
Bily Xiao, CFP
Contact Me
|
Vancouver, BC |
- Financial Planning
- Investment Planning & Implementation
- Insurance Planning & Implementation
|
- Comprehensive Financial Planning
- Retirement Income Planning
- Pensions
|
- Fees paid by clients based on assets managed by advisor
- Fees paid by clients for advice (not based on assets)
|
Adam Chapman, CFP, CLU
Contact Me
|
London, ON |
- Financial Planning
- Investment Planning & Implementation
- Insurance Planning & Implementation
|
- Comprehensive Financial Planning
- Retirement Income Planning
- Pensions
|
- Fees paid by clients based on assets managed by advisor
- Fees paid by clients for advice (not based on assets)
|
Gordon Stockman, CFP, CFA
Contact Me
|
Mississauga, ON |
- Financial Planning
- Investment Planning & Implementation
|
- Crossborder Planning (Canada/US)
- Comprehensive Financial Planning
- Retirement Income Planning
|
- Fees paid by clients for advice (not based on assets)
|
JoAnne Anderson, CFP, CIM
Contact Me
|
Mississauga, ON |
- Financial Planning
- Investment Planning & Implementation
|
- Planning at transitions/managing change
- Comprehensive Financial Planning
- Investment Management
- Retirement Income Planning
|
- Fees paid by clients based on assets managed by advisor
|
Nicholas Hui, CFP, TEP
Contact Me
|
Markham, ON |
|
- Estate Planning
- Comprehensive Financial Planning
|
- Fees paid by clients for advice (not based on assets)
|
Teresa Black Hughes, CFP, R.F.P., CLU
Contact Me
|
Vancouver, BC |
- Financial Planning
- Investment Planning & Implementation
- Insurance Planning & Implementation
|
- Estate Planning
- Investment Management
- Retirement Income Planning
|
- Fees paid by clients based on assets managed by advisor
- Fees paid by clients for advice (not based on assets)
|
Reagan Pflug, CFP
Contact Me
|
Calgary, AB |
- Financial Planning
- Investment Planning & Implementation
- Insurance Planning & Implementation
|
- Corporate Financial Planning
- Estate Planning
- Comprehensive Financial Planning
|
- Fees paid by clients for advice (not based on assets)
|
Doreen ("Dee") Gregson, CFP, CLU, CH.F.C.
Contact Me
|
North Vancouver, BC |
- Financial Planning
- Investment Planning & Implementation
- Insurance Planning & Implementation
|
- Insurance Planning
- Retirement Income Planning
- Socially Responsible Investing
|
- Fees paid by clients based on assets managed by advisor
- Commissions
|
Jason DeJean, CFP, CIM
Contact Me
|
Burlington, ON |
- Financial Planning
- Investment Planning & Implementation
- Insurance Planning & Implementation
|
- Comprehensive Financial Planning
- Discretionary Portfolio Management
- Tax Planning
|
- Fees paid by clients based on assets managed by advisor
|
Aaron Hector, CFP, R.F.P., TEP
Contact Me
|
Calgary, AB |
- Financial Planning
- Investment Planning & Implementation
- Insurance Planning & Implementation
- Mortgage/Lending Implementation
|
- Estate Planning
- Comprehensive Financial Planning
- Tax Planning
|
- Fees paid by clients based on assets managed by advisor
- Fees paid by clients for advice (not based on assets)
|
Ayana Forward, CFP
Contact Me
|
Ottawa, ON |
- Financial Planning
- Investment Planning & Implementation
|
- Comprehensive Financial Planning
- Retirement Income Planning
- Tax Planning
|
- Fees paid by clients based on assets managed by advisor, Fees paid by clients for advice (not based on assets)
|
Trent MacKeen, CFP
Contact Me
|
Halifax, NS |
- Financial Planning
- Investment Planning & Implementation
- Insurance Planning & Implementation
|
- Corporate Financial Planning
- Comprehensive Financial Planning
- Insurance Planning
|
- Fees paid by clients based on assets managed by advisor
- Fees paid by clients for advice (not based on assets), Commissions
|
Scott Campbell, CFP
Contact Me
|
Edmonton, AB |
- Financial Planning
- Investment Planning & Implementation
- Insurance Planning & Implementation
|
- Corporate Financial Planning
- Comprehensive Financial Planning
- Investment Management
|
- Fees paid by clients for advice (not based on assets)
|
Mitchell A. Shields, CFP, CLU
Contact Me
|
Kingsville, ON |
- Financial Planning
- Investment Planning & Implementation
- Insurance Planning & Implementation
|
- Corporate Financial Planning
- Corporate Insurance Planning
- Corporate Tax Planning
|
- Fees paid by clients based on assets managed by advisor
|
Janet Gray, CFP, CFP
Contact Me
|
Ottawa, ON |
|
- Comprehensive Financial Planning
- Retirement Income Planning
- Pensions
|
- Fees paid by clients for advice (not based on assets)
|
Colin Reid, MSc, PhD, CIM, CFP, CFA
Contact Me
|
Ancaster, ON |
- Financial Planning
- Investment Planning & Implementation
- Insurance Planning & Implementation
|
- Corporate Financial Planning
- Estate Planning
- Discretionary Portfolio Management
|
- Fees paid by clients based on assets managed by advisor
|
Owen Winkelmolen, CFP
Contact Me
|
London, ON |
|
- Comprehensive Financial Planning
- Retirement Income Planning
- Tax Planning
|
- Fees paid by clients for advice (not based on assets)
|
Jason Pereira, CFP, R.F.P., CFA, CFP (U.S.), TEP
Contact Me
|
Toronto, ON |
- Financial Planning
- Investment Planning & Implementation
- Insurance Planning & Implementation
|
- Corporate Financial Planning
- Crossborder Planning (Canada/US)
- Comprehensive Financial Planning
|
- Fees paid by clients based on assets managed by advisor
- Fees paid by clients for advice (not based on assets)
|
Hartzman & Associates Inc., CFP, TEP, CLU
Contact Me
|
Kingston, ON |
- Financial Planning
- Investment Planning & Implementation
- Insurance Planning & Implementation
|
- Divorce Planning
- Estate Planning
- Comprehensive Financial Planning
|
|
T. Scott Sather, CFP
Contact Me
|
Regina, SK |
- Financial Planning
- Investment Planning & Implementation
- Insurance Planning & Implementation
|
- Comprehensive Financial Planning
- Discretionary Portfolio Management
- Tax Planning
|
- Fees paid by clients based on assets managed by advisor
- Fees paid by clients for advice (not based on assets)
|
Brian Wruk, MBA, CIM, CFP, CFP (U.S.), TEP
Contact Me
|
Arizona |
- Financial Planning
- Investment Planning & Implementation
|
- Crossborder Planning (Canada/US)
- Investment Management
- Tax Preparation
|
- Fees paid by clients based on assets managed by advisor
- Fees paid by clients for advice (not based on assets)
|
Heather Holjevac, CFP
Contact Me
|
Mississauga, ON |
- Financial Planning
- Investment Planning & Implementation
- Insurance Planning & Implementation
|
- Divorce Planning
- Comprehensive Financial Planning
- Retirement Income Planning
|
- Fees paid by clients for advice (not based on assets)
|
Evan Parubets, CFP
Contact Me
|
Toronto, ON |
- Financial Planning
- Investment Planning & Implementation
|
- Investment Management
- Retirement Income Planning
|
- Fees paid by clients based on assets managed by advisor
|
Chris Veilleux, CFP, CLU
Contact Me
|
Brandon, MB |
- Financial Planning
- Investment Planning & Implementation
- Insurance Planning & Implementation
|
- Corporate Insurance Planning
- Estate Planning
- Succession Planning
|
- Fees paid by clients based on assets managed by advisor
- Fees paid by clients for advice (not based on assets)
- Commissions
|
Markus Muhs, CFP
Contact Me
|
Edmonton, AB |
- Financial Planning
- Investment Planning & Implementation
|
- Executive Compensation
- Discretionary Portfolio Management
- Retirement Income Planning
|
- Fees paid by clients based on assets managed by advisor
|
Joseph Curry, CFP
Contact Me
|
Peterborough, ON |
- Financial Planning
- Investment Planning & Implementation
- Insurance Planning & Implementation
|
- Retirement Income Planning
- Socially Responsible Investing
- Pensions
|
- Fees paid by clients based on assets managed by advisor
- Commissions
|
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.