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West Vancouver
Steve Bridge
Money Coaches Canada
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Advice-Only
Vikki Brown
Modern Cents
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Advice-Only
Toronto
Anita Bruinsma
Clarity Personal Finance
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Flat Fee/Project Based
Advice-Only
Greater Vancouver Metropolitan Area
Julia Chung
Spring Plans
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Advice-Only
Virtual (Ottawa)
Andrew Darch
Kinridge Financial
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Flat Fee/Project Based
Advice-Only
Edmonton
Brandon Davies
Clarity Cross Border Inc.
Mortgage Licenced
Insurance Licenced
Advice-Only
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Vancouver
Michael Deepwell
Lamp Financial Inc.
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Advice-Only
Calgary
Kenneth (Ken) Doll
Alberta Financial Planner
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Advice-Only
Cambridge (Waterloo Region), Ontario
Paul Duxbury
Duxbury and Associates
Mortgage Licenced
Insurance Licenced
Advice-Only
Fee Only - Hourly
Fee Only - Flat Fee/Project Based
North Vancouver
Daniel Evans
Money Coaches Canada
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
Advice-Only
Winnipeg
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Jason Evans
Evans Retirement Planning
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
Advice-Only
Mississauga
David Field
Papyrus Planning
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Advice-Only
Whitehorse, Yukon
Jason Flynn
ABZ Financial Planning
Mortgage Licenced
Insurance Licenced
Advice-Only
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Oakville
Meri-Li Forrest
Be Wealthy Financial Coaching Inc.
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Advice-Only
London, ON
Anna Golan-Reznick
Objective Financial Partners Inc.
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Advice-Only
Ottawa
Janet Gray
Money Coaches Canada
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
Advice-Only
Virtual
Jennifer Hughes
Modern Cents
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Advice-Only
Markham
Nicholas Hui
VAVE Financial Planning
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
Advice-Only
Hacketts Cove
Bob Joyce
Fair Winds Financial Coach
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Advice-Only
Canmore (Calgary), Toronto
Cynthia Kett
Stewart & Kett Financial Advisors Inc.
Mortgage Licenced
Insurance Licenced
Fee Only - Retainer Based
Advice-Only
Metro Vancouver
Natasha Knox
Alaphia Financial Wellness
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Advice-Only
Val Kumagai
Money Coaches Canada
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
Advice-Only
Annie Kvick
Money Coaches Canada
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
Fee Only - Hourly
Advice-Only
Toronto
Ahmed Mahiyan
FIRE Financial Inc. / Nextgen Financial Planning Inc.
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Advice-Only
Gravenhurst
Sandi Martin
Self Employed
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Advice-Only
Montreal, QC
Roger Massicotte
Ma Vie - Mes Finances
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Advice-Only
Halifax
Ben Mayhew
Aergo Financial Planning
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Advice-Only
Kitchener Waterloo
Sara McCullough
self
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
Advice-Only
Squamish
Hannah McVean
Objective Financial Partners
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Advice-Only
Calgary
Spencer Mellace
Experience Financial - Coaching and Consulting
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Advice-Only
Toronto
Chris Merrick
Merrick Financial Inc.
Mortgage Licenced
Insurance Licenced
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Advice-Only
Salt Spring Island
Karin Mizgala
Money Coaches Canada
Mortgage Licenced
Insurance Licenced
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Advice-Only
Winnipeg
Cory Papineau
Objective Financial Partners Inc.
Mortgage Licenced
Insurance Licenced
Advice-Only
Fee Only - Flat Fee/Project Based
Vancouver and Port Moody, BC
Jenny Reimer
Money Coaches Canada
Mortgage Licenced
Insurance Licenced
Advice-Only
London, ON
Russell Sawatsky
Money Architect Financial Planning
Mortgage Licenced
Insurance Licenced
% of Net Worth
% of Income
Minimum Fee
Fee Only - Flat Fee/Project Based
Advice-Only
Toronto
Elisabeth Schieck
The New School of Finance Inc.
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Flat Fee/Project Based
Advice-Only
Comox, BC
Stefan Scott
House Calls Financial Planning
Mortgage Licenced
Insurance Licenced
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Advice-Only
Shannon Lee Simmons
New School of Finance
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
Fee Only - Hourly
Fee Only - Retainer Based
Advice-Only
Edmonton
Jodie L Stauffer
Money Coaches Canada
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Advice-Only
Virtual (ON based)
Shay Steacy
Modern Cents
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Advice-Only
Victoria, BC
Aaron Theilade
Aaron Theilade - Keynote and Consulting Services
Mortgage Licenced
Insurance Licenced
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Advice-Only
Virtual (ON based)
Andrea Thompson
Modern Cents
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Advice-Only
Vancouver
Sheila Walkington
Money Coaches Canada
Mortgage Licenced
Insurance Licenced
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Advice-Only
Whitby, ON
Christine White
Money Coaches Canada
Mortgage Licenced
Insurance Licenced
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Advice-Only
Saskatoon
Brandon Wiebe
Money Helps Financial Services
Mortgage Licenced
Insurance Licenced
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Advice-Only
London
Owen Winkelmolen
PlanEasy
Mortgage Licenced
Insurance Licenced
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Advice-Only