Areas of Specialization
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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
Virtual
Vikki Brown
Modern Cents
Mortgage Licenced
Insurance Licenced
Advice-Only
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
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
Advice-Only
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Calgary, AB
Lori Curtiss
Mortgage Licenced
Insurance Licenced
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
Advice-Only
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
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
Lethbridge
Robb Engen
Boomer & Echo
Mortgage Licenced
Insurance Licenced
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Advice-Only
Chris Enns
PlanEasy
Mortgage Licenced
Insurance Licenced
Advice-Only
North Vancouver
Daniel Evans
Money Coaches Canada
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
Advice-Only
Winnipeg
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
Advice-Only
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Lindsay
Justin Fitchett
Kawartha Lakes Accounting / Flat Rate Financial Inc.
Mortgage Licenced
Insurance Licenced
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
Mississauga, Ontario
Heather Holjevac
Holjevac Financial Group
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Advice-Only
Virtual
Jennifer Hughes
Modern Cents
Mortgage Licenced
Insurance Licenced
Advice-Only
Fee Only - Hourly
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
Lena Keshysheva
Mortgage Licenced
Insurance Licenced
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
Maegen Kramer
Independent Contractor - Currently most of my work is for Enriched Academy
Mortgage Licenced
Insurance Licenced
Advice-Only
Val Kumagai
Money Coaches Canada
Mortgage Licenced
Insurance Licenced
Advice-Only
Fee Only - Flat Fee/Project Based
Annie Kvick
Money Coaches Canada
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
Fee Only - Hourly
Advice-Only
Guelph
Tim Lew
Kind Wealth
Mortgage Licenced
Insurance Licenced
% of Net Worth
Advice-Only
Mark Lotocky
Dixon, Davis & Company
Mortgage Licenced
Insurance Licenced
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Advice-Only
Toronto
James MacBride
Stewart & Kett Financial Advisors Inc.
Mortgage Licenced
Insurance Licenced
Fee Only - Retainer Based
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
Burlington, Ontario
Sandra Mann
Money Coaches Canada
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
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
Vancouver, BC
Mark McGrath
Phynance Inc.
Mortgage Licenced
Insurance Licenced
Advice-Only
Thunder Bay, Ontario
Heather McLeod
Heather McLeod Wealth
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
Toronto
Jessica Moorhouse
MoorMoney Media Inc.
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
Advice-Only
Vancouver
Jim Pan
Panorama Financial Planning Inc.
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
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
Matt Poyner
Self
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
Advice-Only
Vancouver and Port Moody, BC
Jenny Reimer
Money Coaches Canada
Mortgage Licenced
Insurance Licenced
Advice-Only
Ottawa
Ziad Sahuri
Providential Financial Planning
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
Edmonton
Chris Scheele
Align Wealth
Mortgage Licenced
Insurance Licenced
Fee Only - Retainer Based
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
Advice-Only
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
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
Maria Smith
Maria Smith Financial Planning
Mortgage Licenced
Insurance Licenced
Advice-Only
Burnaby, BC
Alison Stafford
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project 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
Liisa Tatem
Money Coaches Canada
Mortgage Licenced
Insurance Licenced
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
Vancocuver
Christine Williston
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Advice-Only
London
Owen Winkelmolen
PlanEasy
Mortgage Licenced
Insurance Licenced
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Advice-Only
Yun Liang Xiao
Merrick Financial
Mortgage Licenced
Insurance Licenced
Advice-Only
Tax Planning
Succession Planning
Tax Filing
SRI
Portfolio Management
Retirement Income Planning
Insurance Planning
Investment Management
Group Investment Planning
Group Insurance Planning
Financial Planning
Executive Compensation
Estate Planning
ESG & Impact Investing
Crossborder Planning (US/Canada)
Divorce
Crossborder Planning (Canada/Other)
Corporate Insurance Planning
Corporate Tax Planning
Corporate Financial Planning