FPAC Members Lookup
While FPAC strives to keep the planners directory up-to-date, we strongly recommend that you confirm planners' certification status by checking with FP Canada and on the IAFP website.
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Current Members
Member
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
Hamilton
Warren Faloney
IPC Securities Corporation
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee based (AUM)
Mississauga
David Field
Papyrus Planning
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Advice-Only
Peter Filippakis
Parallel Wealth
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
108 Mile Ranch BC
Janet Fish
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
Justin Fitchett
Mortgage Licenced
Insurance Licenced
No items found.
Jason Flynn
ABZ Financial Planning
Mortgage Licenced
Insurance Licenced
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Advice-Only
Sherbrooke, QC
Maggie Flynn
Evidence Based Finance
Mortgage Licenced
Insurance Licenced
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
Dartmouth, Nova Scotia
Stewart Fortune
Investment Planning Counsel
Mortgage Licenced
Insurance Licenced
No items found.
Ottawa
Ayana Forward
Retirement In View
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Fee based (AUM)
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South Surrey
Aaron Fransen
Fransen Financial Inc
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee based (AUM)
Richmond, BC
Shyam Ganesh
Grow Your Wealth Financial Planning Ltd.
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Swift Current
Candace Gelleta
self employed
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
Milton, ON
Sean George
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Victoria, BC, Canada
Guillaume Girard
Portfolio Strategies Corporation
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee based (AUM)
Sudbury
Tyler Gliebe
Mortgage Licenced
Insurance Licenced
No items found.
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
Sarnia, Ontario
Cameron Graham
DNA Financial Logistics
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Ottawa
Janet Gray
Money Coaches Canada
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
Advice-Only
Lethbridge
Kylie Griggs
self-employed, Spero Financial Group Inc.
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Hourly
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Vancouver
Janine Guenther
Bellwether Investment Management
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Waterloo
Paulina Hadjiyianni
IPC Securities Corporation
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee based (AUM)
Waterloo
Chris Hadjiyianni
IPC Securities Corporation
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Joe Harris
Mortgage Licenced
Insurance Licenced
No items found.
Ottawa, Kingston, Toronto
Debbie Hartzman
Professional Investments (Kingston) Inc.
Mortgage Licenced
Insurance Licenced
Insurance Commission
% of Net Worth
Calgary
Aaron Hector
TIER Wealth
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Mississauga, Ontario
Heather Holjevac
Holjevac Financial Group
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Winnipeg
Jarrett Holmes
Mortgage Licenced
Insurance Licenced
Insurance Commission
Minimum Fee
Fee Only - Retainer Based
Fee based (AUM)
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
Mathieu Huneault
Parallel Wealth Financial Group
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
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Giulio Iacobelli
Toronto Metropolitan University and York University
Mortgage Licenced
Insurance Licenced
No items found.
Evan Inglis
Inglis Wealth Management / IG Wealth Management
Mortgage Licenced
Insurance Licenced
No items found.
Vancouver
Jacky Ip
In-Gauged Financial Services Ltd.
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Flat Fee/Project Based
Fee based (AUM)
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
Danielle Kanengoni
Mortgage Licenced
Insurance Licenced
No items found.
Niyaz Kasymjanov
Desjardins Financial Services
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
Edmonton
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Crystal Kelly
Amani Financial Inc - founder
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Canmore (Calgary), Toronto
Cynthia Kett
Stewart & Kett Financial Advisors Inc.
Mortgage Licenced
Insurance Licenced
Fee Only - Retainer Based
Advice-Only
Bryton Keyes
Mortgage Licenced
Insurance Licenced
No items found.
Edmonton
Barbara Knoblach
Money Coaches Canada
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
Cory Knott
North Road Investment Counsel
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
Fee based (AUM)
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
No items found.
Val Kumagai
Money Coaches Canada
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
Advice-Only
Edmonton
Rodney Kurylo
KIS | Kurylo Insurance Services Ltd.
Mortgage Licenced
Insurance Licenced
Insurance Commission
% of Net Worth
Fee Only - Hourly
Fee Only - Retainer Based
Jon Kutney
Parallel Wealth
Mortgage Licenced
Insurance Licenced
No items found.
Annie Kvick
Money Coaches Canada
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
Fee Only - Hourly
Advice-Only
Rick Lachine
RLA Financial
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Markham, ON
Vincent Lam
Investia Financial Services Inc
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
GTA
Jeannot Lamarre
APEX INVESTMENT @ DESIGNED SECURITIES
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Ottawa
Marc Lamontagne
Ryan Lamontagne Inc.
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Andree Lamy
Andree Lamy Financial Planning Consultant
Mortgage Licenced
Insurance Licenced
No items found.
Angela Lee
Mortgage Licenced
Insurance Licenced
No items found.
Beloeil, Qc
Michel Lefebvre
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Calgary, AB
Devan Legare
Northern Light Wealth
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee based (AUM)
No results found. Please edit the search.
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