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BRITISH COLUMBIA | ALBERTA | SASKATCHEWAN | MANITOBA
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BRITISH COLUMBIA
NAME & ADDRESS   PHONE/FAX/E-MAIL/SPECIALIZATION
Baird-Krul, Carol
DR Associates
1440 Harrison Way
Gabriola Island, BC
V0R 1X2
Speaker
Writer
Phone: (250) 247-0077
info@drassociates.ca
www.drassociates.ca

Area Of Specialization:
Specialize in delivering pre-retirement workshops that focus on the psychological and emotional preparation. Standalone workshops designed to be presented to specific interest groups or individuals. Dovetails with financial planning seminars.
Brown, Jerry, CFP, EPC, PRP
Assante Financial Mgt. Ltd.
101-33386 South Fraser Way
Abbotsford, BC
V2S 2B5

prp

Speaker

Phone: (604) 859-9966
Fax:     (604) 852-0503
gbrown@assante.com

www.todaysnewretirement.com

Area Of Specialization:
Jerry partners with you to help you transition into today's new retirement - financially and more importantly, psychologically. His service is designed to help you make the right retirement decisions based on the reality of retirement today as opposed to the perception.

Carto, Dean
Sun Life Financial
5800 Turner Road Suite 202
Nanaimo, BC
V9T 6J4
  Phone: (250) 729-7544
Fax:     (250) 729-7506
dean.carto@sunlife.com

Area Of Specialization:
Dean works with individuals and business owners, specializing in pre and post retirement and estate planning.
Coltman, Christie, B.A., CLU, CFP 
Bewley & Coltman Fin'l Services
302 - 830 Shamrock St.
Victoria, B.C.
V8X 2Y1

Phone: (250) 658-3908

christie@bewleycoltman.ca

Henderson, Robert, PRP, EPC
Partners in Planning Financial Services
5608 Carter Road
Chilliwack, BC
V2R 3J9

prp

Phone: (604) 858-5565
Toll free 1-855-858-5565
Fax (604) 858-5540


robert@thehendersonteam.ca
www.thehendersonteam.ca

Henderson, Shivaun, BBA, CFP, PRP
Partners in Planning Financial Services
5608 Carter Road
Chilliwack, BC
V2R 3J9
prp Phone: (604) 858-5565
Toll free 1-855-858-5565
Fax (604) 858-5540

shivaun@thehendersonteam.ca
www.thehendersonteam.ca
Norris, Carla, CFP, PRP
TE Financial Consultants
720-475 West Georgia St
Vancouver, BC
V6B 4M9

prp

Speaker

Phone: (604) 684-2193 Ext 3229
Fax:     (604) 684-2396
cnorris@tewealth.com

Area Of Specialization:
T.E. Wealth helps clients reach their goals through a comprehensive wealth management process that includes customized investment solutions, asset protection, tax minimization, estate optimization and financial education.
Olding, Enise
D.R. Associates
18 - 6038 Sterling Dr.
Duncan, BC
V9L 5K4
Speaker

Writer
Phone: (250) 748-1139
enise@shaw.ca
www.drassociates.ca

Area Of Specialization:
Transition to Retirement: The Uncharted Course © focuses on psychological and emotional planning. Stand-alone or dovetails with financial planning seminars. Recently Retired Roundtable: Charting a New Course © for small groups.
Peacock, Sonja, CFP, PRP
349 - 1275 West 6th Ave.
Vancouver, BC
V6H 1A6
prp Speaker
Trainer
Writer
Phone: (604) 734-8182
Fax:     (604) 734-8184
speacock@axionet.com

www.sonjapeacock.com


Area Of Specialization:
Independent Certified Financial Planner helping individuals, small businesses and corporations identify the resources available to them to successfully implement a financial/retirement plan. Specializing in portfolio management, taxation, estate planning, group benefits, educational seminars and workshops.
Penner, Erika, CFP, PRP, FICB, FDS, MFA
#9 - 8320 Cook Road
Richmond, BC
V6Y 1V5
prp
Speaker

Writer
Phone:(604) 279-5499
Fax:    (604) 279-5441
plan@erikapenner.ca
www.erikapenner.ca

Area Of Specialization:
"Life is Wealth. Plan to make the best of it." Services offered; Financial Planning, Financial aspects of divorce, Transitioning to self-employment, Tax & estate planning, Investments & investment strategies, Insurance planning.
Reschke, Janet
Box 416, 344 Bray Rd.
Union Bay, BC
V0R 3B0
 

Phone: (250) 218-1132

jnreschke@shaw.ca

Sharpham, Neil, CFP, PRP, B.Comm.
Nova Retirement Planning Group
1638 Kerrstead Place
North Vancouver, B.C.
V7J 3T4
prp
Speaker

Trainer
Phone: (604) 986-6673
neilsharpham@shaw.ca

Area Of Specialization:
Neil conducts financial planning/retirement planning workshops across Canada.

 

 

 

 

 

 

 

 

 

 

 

 

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ALBERTA
NAME & ADDRESS   PHONE/FAX/E-MAIL/SPECIALIZATION
Berezowsky, Marilyn, CCDP
Creative Learning Group
2 LeBlanc Place
St. Albert, AB
T8N 4P1
Speaker
Trainer
Phone: (780) 459-7301
Fax:     (780) 459-9307
mberezowsky@shaw.ca

Area Of Specialization:
Assists clients in their discovery of options available for a balanced retirement lifestyle. Workshops include personality, strengths, values, interests and transition. Marilyn is a master trainer for Personality Dimensions® and licensed to deliver "Retire to the Life You Design©".
Boleantu, Tom, BA, CEO P.Geol.
The Expatriate Group Inc.
177-2137 33rd Ave. SW
Calgary, AB
T2T 1Z7

prp

Speaker

Phone: (403) 232-8561
Toll Free: 1-888-232-8561
Fax:     (403) 294-1222
expatriate@expat.ca
www.expat.ca

Area Of Specialization:
The Expatriate Group Inc., Canada's ONE-STOP specialist in global tax and investment planning. We offer peace of mind to ensure that employment or retirement overseas includes life-style/cultural orientation both leaving and returning to Canada, including snowbirds and retirement to Mexico.
Connon, Shirley, CFP
Retired
41 Strathearn Gardens SW
Calgary, AB
T3H 2R1
  Phone: (403)-246-4052
Fax:     (403)-246-4052


Crickmore, Colleen
10921-33A Avenue
Edmonton, AB
T6J 3C6

  Phone: (780)-436-2354
dccrick@telus.net
Dogterom, Freddi CCDP, CPT
Living Stones Presents
86 Chippewa Cres.
Lethbridge, AB
T1K 5B5

Speaker
Trainer
Writer

prp

Phone: (403) 381-2151
Fax      (403) 381-2151
freddi@livingstonespresents.com

Area Of Specialization:
Career Development Professional who assists people wanting to move ahead into their next successful life phase. Topics blend money management principles and personality principles to structure a personal, workable financial and pre or post retirement life plan.
Lockhart, Bruce A.,
Lockhart Financial Services Inc.
5316 - 55 Street
Cold Lake, AB
T9M 1M1
prp Phone: (780) 594-3202
Fax:     (780) 594-2750
blockhart@assante.com


Area Of Specialization:
Lockhart Pearman specializes in estate planning, retirement planning and group benefit consulting.

McIntyre, Ida-Jean, PRP
QueenageTM
104-1240 Kensington Rd NW
Suite #312
Calgary, AB
T2N 4X7

prp

Speaker
Trainer
Writer

Phone: (403) 669-6851
ij@queenage.com

www.queenage.com

Area Of Specialization:
IJ's workshops zero in on the non-financial aspects of life planning, using tools like Retirement DimensionsTM to provide boomers insights and information to enjoy their life at and after work. Through her inspiring philosophy of QueenageTM, IJ also helps women feel special at any age!

Sandercock, Gary, PRP
Dundee Private Investors
Suite 106, 8704 51 Avenue
Edmonton, AB
T6E 5E8
  Phone: (780) 466-8797  Ext 303
Fax:     (780) 466-6227
gsandercock@dundeewealth.com
Selles, Rein, M.Sc, PRP
Retirement/Life Challenge
9 Elliot Place
St. Albert, AB
T8N 5S5
prp
Speaker

Trainer
Writer
Phone: (780) 458-4696
Fax:     (780) 459-3923
rselles@retirementchallenge.com
www.retirementchallenge.com

Area Of Specialization:
Specializing in design and delivery of life and retirement education. Public speaking in the field of lifestyle planning and research.
Smith, Nell, CCDP, PRP
Nell Smith Career Services
244 Parkwood Close S.E.
Calgary, AB
T2J 3V6
prp
Trainer
Writer

Phone: (403) 225-3454
Fax:     (403) 271-8723
nell.smith@telusplanet.net
www.retiretothelifeyoudesign.com

Area Of Specialization:
Nell Smith is founder of the "Retire to the Life You Design" program focused on what to do with time in retirement. Nell licences qualified facilitators and speakers to do presentations at conferences and seminars and to facilitate workshops for industry and the not-for-profit sector across Canada.

Spooner, David

Guaranteed Financial Service
101-18119-105 Ave
Edmonton, AB
T5S 2L5

 

Phone: (780) 484-6020

guaranteed@shaw.ca

Area Of Specialization:

Guaranteed investment & income options for age 50 plus

Taylor, Wayne, PRP
Taylor Financial Group Ltd.
10231 - 121 Street
Edmonton, AB
T5N 1K6
prp Trainer
Writer
Phone: (780) 451-3152
Fax:     (780) 451-3321
wayne@ethicaladvisor.com
www.ethicaladvisor.com

Area Of Specialization:
Full service financial planning through independent and unbiased analysis of the needs of clients and a wide range of investment vehicles.
Yarmuch, Wayne
AB Teacher's Retirement Fund Bd.
600 Barnett House
11010-142nd Street N.
Edmonton, AB
T5N 2R1


Phone: (780)451-4166
Fax:    (780) 452-3547
wyarmuch@atrf.com
www.retirehappy.ca
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SASKATCHEWAN
NAME & ADDRESS   PHONE/FAX/E-MAIL/SPECIALIZATION
Kuzyk, Shelley CFP, CSA, P.R.P.
Connexus Credit Union
Sherwood Place Service Center
Regina, SK
S4P 4M1
prp Phone: (306) 780-1572
shelley.kuzyk@conexus.ca
Lang, Donna
Conexus Credit Union
PO Box 1960 Stn Main
Regina, SK
S4P 4M1
  Phone (306) 780-1871
donna.lang@conexus.ca
Ruecker, Dar
Conexus Credit Union
Po Box 1960 Stn Main
Regina, SK
S4P 4M1
  Phone (306) 780-1868
dar.ruecker@conexus.ca
Shields, Terry  CFP
Credential Sccurities
399 Centre Street
Box 1369
Shaunavon, SK
S0N 2M0
  Phone (306) 297-2248
tshields@myscu.ca
St Onge,  Donna
Conexus Credit Union
Po Box 1960 Stn Main
Regina, SK
S4P 4M1
  Phone (306) 751-8230
donna.stonge@conexus.ca
Stevenson, Don
2207 Oddie St
Regina, SK
S4V 1J2

Speaker
Trainer

prp

Phone (306) 789-8753
dsbbmagic@sasktel.net
www.donstevenson.ca
Townsend, Neil
Conexus Credit Union
Po Box 1960 Stn Main
Regina, SK
S4P 4M1
  Phone (306) 780-1594
neiltownsend@conexus.ca
Weir, Patricia
Patricia Weir Financial Services
460 South Industrial Drive
Prince Albert, SK
S6V 7L8
  Phone (306) 922-2020
pat@patweir.ca

 

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MANITOBA
NAME & ADDRESS   PHONE/FAX/E-MAIL/SPECIALIZATION
Ablett, David
Investors Group
12th Fl., 447 Portage Avenue
Winnipeg, MB
R3C 3B6
  Phone: (204) 956-8423
Fax:     (204) 943-0021
www.investorsgroup.com
Atkins, Lyle, CFP, R.F.P.
Independent Fin'l Counsellors Inc
51 Grady Bend Place
Winnipeg, MB
R2V 4X2
Speaker
Trainer
Writer
Phone: (204) 786-8797
Fax:     (204) 788-0126
lyle@ifcincorp.com
www.ifcincorp.com

Area Of Specialization:
Fee Only financial planning, investment counselling and income tax preparation. Over 30 years of experience in all areas of financial planning.
Courcelles, Aurele
Investors Group
447 Portage Ave., 12th Floor
Winnipeg, MB
R3C 3B6
  Phone: (204) 956-8423
Fax:     (204) 943-0021
www.investorsgroup.com

Driedger, John
J & Drieger Financial Services Inc.
420-5 Donald St.
Winnipeg, MB
R3L 3B6

 

Phone: (204) 954-2912
Fax: (204) 954-2919
jdriedger@driedgerfinancial.mb.ca

Feindel, Gale
PO Box 234
Traverse Bay, MB
R0E 2A0
  Phone: (204) 754-2535
gfeindel@xplornet.ca
Gibbings, Glen
Desjardins Financial Security
#204-428 Portage Ave
Winnipeg, MB
R3C 0E2
  Phone: (204) 940-3955
Fax: (204) 775-7370
gibbings@mts.net

Kempa, Wanda
Teachers Retirement Allowance Fund
330 - 25 Forks Market Road
Winnipeg, MB
R3C 4S8
 

Phone: (204) 949-0048
Fax:     (204) 944-0361
wkempa@traf.mb.ca

Knight, Ron, CFP
Senior Financial Consultant
Investors Group
355 Main St.
Selkirk, MB R1A 1T5
 
Phone: (204) 957-8722
Fax:     (204) 945-0237
 
Lafantaisie, Marcia
Teachers Retirement Allowance Fund
330 - 25 Forks Market Road
Winnipeg, MB
R3C 4S8
  Phone: (204) 949-0048
Fax:     (204) 944-0361
Luke, David J., CFP, CLU, CHFC, RFP
Wellington West Financial Services Inc.
200 Waterfront Drive
Suite 300
Winnipeg, MB
R3B 3P1
Speaker
Trainer
Writer
Phone: (204) 925-2073
Toll Free 1-800-848-0580
Fax:     (204) 956-1296
davidl@wellwest.ca
www.wellingtonwest .com/advisors/luke

Area Of Specialization:
David provides financial life planning, investment management and insurance planning services to a broad range of clients. He specializes in "transition" planning, helping individuals move from work to "renaissance"! .
Marsh, Arlene
D. Robinson & Associates
2165 Henderson Hwy.
Winnipeg, MB
R2G 1P9
  Phone: (204) 663-1561
Fax:    (204) 654-0108
darryl.robinson@shaw.ca
Robinson, Darryl, RSW, CFP, PRP, RFP
D. Robinson & Associates
2165 Henderson Hwy.
Winnipeg, MB
R2G 1P9
prp
Speaker

Trainer
Phone: (204) 663-1561
Fax:    (204) 654-0108
darryl.robinson@shaw.ca

Area Of Specialization:
Specialize in Financial/Retirement/Lifestyle workshops and seminars. Also provides individual planning services (fee-only).

Smith, Michelle
Investia Financial
333-93 Lombard Ave
Winnipeg, MB
R3B 3B1

  Phone: (204) 975-5030
Fax:     (204) 975-5357
michelle.smith@shawcable.com
Turenne, Mike, CFP, FMA
Investors Group
12th Fl., 447 Portage Avenue
Winnipeg, MB
R3C 3B6
  Phone: (204) 956-8423
Fax:     (204) 943-0021
Watts, Robert, B.Comm (Hons), CFP, RFP
Wellington West Fin'l Service Inc
200 Waterfront Drive
Suite 300
Winnipeg, MB
R3B 3P1
  Phone (204) 925-2061
Fax     (204) 956-1296
bobw@wellwest.ca

Area Of Specialization:
Bob started in the financial services industry in 1981. His unique ability to simplify even the most complex financial issues makes him an interesting and successful planner and communicator. His unique ability to simplify the most complex financial issues makes him an interesting and successful planner and communicator. He specializes in transition planning to warmer climates.
Willson, Gord
Desjardins Financial Security
#204-428 Portage Ave
Winnipeg, MB
R3C 0E2
  Phone: (204) 940-3955
Fax: (204) 775-7370
gwillson@escape.ca

 

 

 

 

 

 

 

 

 

 

 

 

 

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TORONTO & ONTARIO SOUTH
NAME & ADDRESS   PHONE/FAX/E-MAIL/SPECIALIZATION
Armstrong, Donald FCIA
Donaldson Vincent Assoc. Ltd.
26 Lesmill Road, Unit #1
Toronto, ON
M3B 2T5
Speaker
Trainer
Phone: (416) 447-7900 ext. 245
Fax:     (416) 445-3965
armstrongd@dvassociates.com
www.dvassociates.com

Area Of Specialization:
Consulting and actuarial work for small employer sponsored benefit and pension plans.  Specializing in CAP guidelines, implementaton and management for Group RRSP, DPSP and defined contribution pension plans.
Aronovitch, Carole, CFP, CIM
Wealthmapping Inc.
PO Box 72569 , 345 Bloor St. E.
Toronto, ON
M4W 3S9
  Phone: (416)-934-9826
Fax:     (416)-934-9736

Area Of Specialization:
Weathmapping's core service consists of analyzing your current circumstances, helping you formulate your financial objectives and tailoring a customized financial plan to help you reach them.
Attack, Gary, PRP, CFP, RFP, BBA
Gary H. Attack Financial Planning Inc.
203, 1601 River Road E.
Kitchener, ON
N2A 3Y4
prp Phone: (519) 894-2661
Fax:     (519) 894-6656
gary@ghafinancial.com
www.ghafinancial.com

Area Of Specialization:
Financial planning with emphasis on retirement and investments.
Bentley, Robert
T.E. Wealth
26 Wellington St. East Suite 710
Toronto, ON
M5E 1S2
  Phone: (416) 640-8592
Fax:     (416) 368-9801
rbentley@teweath.com
Biscott, Lynn, CFP, R.F.P., M.Ed.
Fernwood Consulting Group Inc.
288 Laird Drive
Toronto, ON
M4G 3X5
Writer Phone: (416)429-5705

lynn@fernwood.ca
www.fernwood.ca


Area Of Specialization:
Lynn is a professional writer and the author of "The Boomers Retire - A Guide for Financial Advisors and their Clients" (www.carswell.com). She writes regularly for FORUM and the Insurance and Investment Journal, and provides corporate communication services for financial services firms.
Brodey, Linda, PRP
Certified Adult Educator
Certified Seniors Fitness Instructor
Retire Ready
49 Holsworthy Crescent
Thornhill, ON
L3T 4C5
prp
Trainer
Writer
Phone: (905) 889-0815
Fax:     (905) 882-2576
retireready@rogers.com

Area Of Specialization:
Retire Ready assists employees to make the transition from work to retirement through comprehensive retirement planning workshops and one-on-one coaching. Newest workshops - Retiring to Start Your Own Business: The Business Idea & Small Business Start-up.

Christopher Cartwright
The Financial Education Institute of Canada
600, rue de la Montagne
Suite 209
Montréal, Qc
H3C 4S4

45 Tidewater Cresent
Whitby, ON L1P 1M2

www.feic-icef.ca

Speaker

Trainer

Writer

Phone : (514) 933-5687

Phone: (905) 665-6784

Fax: (905) 665-5570

ccartwright@feic-icef.ca

Area Of Specialization:
Financial retirement, life planning education and specialty employee education for employees delivered in three major education mediums: seminars and workshops, books and publications, and award winning e-mail curriculum. Sponsored by public and private business sectors.

Clemes, Lorraine, B.A, M.Ed, Ed.D, PRP
Life Design Consultants
321-70 Roehampton Ave
Tornto, ON
M4P 1R2

Speaker

Trainer

Writer

prp

Phone: (416) 481-5715

info@lifedesignconsultants.com

Area Of Specialization:
Specializes in helping people customize their retirement. Doctoral research on boomers and reinventing retirement. Author of Mid-life Magic: designing the next chapter of your life. Twenty years as a career/life coach/facilitator/OD practitioner.

Day, Geoff
Beyond
3 Hilltop Drive
Caledon East, ON
L7C 1K7

Speaker

Trainer

Phone: (905) 584-2031
rlife.info@gmail.com
rlife.info.googlepages.com/home

Area Of Specialization:
Working in partnership with Marilynn Wong, we specialize in interactive retirement preparation seminars using current technologies. We focus on the effects of health and finances on lifestyle and the options involved. We call it "r-Life": re-inventing, re-thinking, re-organizing...some people call it retirement.
Deviney, Keith, CFP, RFP
Assante Wealth Management
1 Eva Road Suite 303
Toronto, ON
M9C 4Z5
  Phone: (416) 620-6662  X 3325
Fax:     (416) 626-2569
kdeviney@assante.com

Area Of Specialization:
Helping people make smart choices about their money so they can achieve and preserve financial security.
Englehutt, Eva
Credential Securities Inc.
6-51 Ardelt Ave
Kitchener, ON
N2C 2S9
 

Phone: (519) 742-9370

eve@ecusolutions.com

Federico, Catherine
York University
Retirement Planning Centre
4700 Keele Street
Toronto, ON
M3J 1P3
prp Phone: (416) 736-2100 Ext. 77277
Fax:     (416) 650-4823
cfederic@yorku.ca
Gabrieau-Zoppa, Penny M
Penny M.Gabrieau & Associates
1406 University Avenue West
Windsor, ON
N9B 1B7
 

Phone: (519) 254-7521

penny@pennygabrieau.com

Gangji, Karim
Donaldson Vincent Assoc. Ltd.
26 Lesmill Road, Unit #1
Toronto, ON
M3B 2T5
 

gangjika@dvassociates.com

Area Of Specialization:
Consulting and actuarial work for employer sponsored pension plans and employee benefit plans. Post-employement benefits and accounting expensing.

Howes, Marie, BA, CFP, R.F.P, PRP,
MoneySmart Inc./Howes & Associates
43 Onaway Road
Mississauga, ON
L5G 1A3
prp
Speaker

Trainer
Writer
Phone: (905) 274-4888
Fax:     (905)-891-9446 - call before sending
mariehowes1@gmail.com
www.hitbyaniceberg.ca

Area Of Specialization:
Financial and Lifestyle planning for retirement on a fee for service basis.
Jack, William D., F.C.I.A., CFP
Longhurst and Jack Inc.
36 Toronto St. Suite 1000
Toronto, ON
M5C 2C5
Speaker
Trainer
Writer
Phone: (416)-815-7200
Fax:     (416) 360-3838
enquire@longhurstandjack.ca

Area Of Specialization:
Financial and lifestyle planning for retirement on a fee for service basis.
Jutting, Catharina, CFP, CEBS, PRP
Fiscal Wellness Inc.
207 Huron Street
Stratford, ON
N5A 5S9
prp
Speaker

Phone: (519) 271-4461
Fax:     (519) 271-0875
carien@fiscalwellness.com
www.fiscalwellness.com


Area Of Specialization:
Financial Planner specializing in retirement income counseling and tax planning. Licensed Level II Insurance and Mutual Funds. Certified Employee Benefit Specialist.
Klinkow, Mark, CFA, MBA, B.Com.
Foyston, Gordon & Payne Inc.
Suite 2600, 1 Adelaide Street East
Toronto, ON
M5C 2V9
  Phone: (416) 362-4725 ext 265
Fax:     (416) 367-1183
mklinkow@foyston.com
www.foyston.com

Area Of Specialization:
FGP is an investment counsel managing money for individuals, pension funds, endowments and charities. We use a value style and focus on preserving capital.
Lamb, Doug, CA, CFP, EPC
PlanWare Inc.
Suite 500, 120 Eglington Ave East
Toronto, ON
M4P 1E2

Speaker

Trainer

Writer

Phone: (416) 489-8500

doug@planware.ca


Area Of Specialization:
Author and distributor of a Financial Planning Tool that provides comprehensive Financial Planning services for client of all sizes and complexities. Very efficient, and adaptable to each client with graphs and reports that are easy for clients to understand.

Lieberman, Av, PRP
The Retirement Education Centre Inc.
151 Frobisher Drive Unit # B-108
Waterloo, ON
N2V 2C9
prp
Speaker

Trainer
Phone:(519)-576-1575
Fax:    (519)-576-5934
avl@iretire.org
www.iretire.org

Area Of Specialization:
The Retirement Education Centre Inc. teaches a specialized program of generic retirement education and lifestyle transition planning to corporate employees and union members. This program is now being taught in the financial services industry.
Lohnes, Keith, B.A , M.T.S.
The Salvation Army
5 Tower Gate
Brampton, ON
L6P 1C3

Speaker
Trainer

Writer

Phone: (905) 794-0539
keith.lohnes@gmail.com

Area Of Specialization:
Specialist in planned giving, estate planning, personal finances. Seminars include: Power of Generosity, How to Choose a Good Charity, Financial Freedom, The Joy of Giving, Charitable Giving and Estate Planning.
Longhurst, Patrick, M.A., CFP, FCIA, FIA
Longhurst and Jack Inc.
Suite 1000, 36 Toronto St.
Toronto, ON
M5C 2C5

Speaker
Writer

Trainer

Phone: (416) 815-7200
Fax:     (416) 360-3838
plasi@bell.net
www.longhurstandjack.ca

Area Of Specialization:
Financial and lifestyle planning for retirement on a fee for service basis. In particular, we have a systematic approach to making persion-related decisions.
MacDonald, Robin, BA, RIBO, CLU, PRP
OTIP
PO Box 218 125 Northfield Drive W
Waterloo, ON
N2J 3Z9
prp
Speaker

Phone: (519) 884-9907 Ext. 2609
Toll Free: 1-877-260-3892
Fax:     (519) 888-6983
rmacdonald@otip.com
www.otip.com
Marceau, Gilles, CLU, CFP, R.F.P., PRP
Gilles R. Marceau & Associates Inc.
54 Port Street West,
Mississauga, ON
L5H 1E3
prp
Speaker

Phone: (905) 267-1093
Fax:     (905) 267-1094
gilles@executiveretirementplan.com
www.executiveretirementplan.com

Area Of Specialization:
Gilles Marceau is an accredited fee for service consultant in financial and retirement planning. With more than 30 years of practical experience in the financial services industry, he provides to clients unbiased advice and counsel.
Martin, Charles CFP , BA
Martin Wealth Management Ltd.
181 Frederick Street
Kitchener, ON
N2H 2M6

Speaker
Trainer

Phone: (519) 569-7800
Fax:     (519) 569-7264
Toll Free: 1-800-665-0986
chuck@mwmgroup.com
www.mwmgroup.com

Area Of Specialization:
I am the owner of a diversified, comprehensive financial planning organization rangin from professionals in taxation, financial planning, estate planning, investment management, divorce specialist and other outstanding personnel.

Matheis, Harry, EPC
Matheis Financial Group
1101 Kingston Road Suite 150
Pickering, ON
L1V 1B5
 

Phone: (905) 837-2600  Ext. 16

harry@matheistream.com

McDermott, Les, CFP, RFP, FMA, FCSI, RRC
Assante Wealth Management
201 N.Front St, Suite 1401
Sarnia, ON
N7T 7T9
 

Phone: (519) 332-3201

lmcdermott@assante.com

Murchie, Vince, CLU, CFP
Programmed Insurance Brokers Inc.
49 Industrial Drive
Elmira, ON
N3B 3B1
  Phone: (519) 669-1631
Fax:     (519) 669-1923
vmurchie@pib.com

Area Of Specialization:
Specializing in retirement income planning as well as benefits programs and insurance for the self-employed.
O'Donnell, Jill
IRIS Consulting for Seniors
66-1262 Don Mills Rd
Toronto, ON
M3B 2W7
  jill@irisforseniors.com

Otar, Jim C. CFP, CMT, P.ENG
RetirementOptimizer.com Inc.
96 Willowbrook Road
Thornhill, ON
L3T 5P5
 

Speaker
Trainer

Writer

Phone: (905)) 889-7170

cotar@rogers.com
www.retirementoptimizer.com

Prime, Mary, CFP,
Prime Consulting
102 Dunedin Dr.
Etobicoke, ON
M8X 2K5
Speaker
Trainer
Phone: (416) 410-9337
Fax:     (416) 410-9337
mary.prime@sympatico.ca

Area Of Specialization:
Fee for service financial planning to individuals and groups going through change, example - job loss, retirement, career change, widowhood or divorce. In addition, retirement and financial planning workshops to employees and groups.
Prospero, Betsy, CFP, PRP
Fiscal Wellness Inc.
207 Huron St.
Stratford, ON
N5A 5S9

prp

Speaker

Trainer

Phone: (519) 271-4461
Fax:     (519) 271-0875
betsy@fiscalwellness.com
Rechil, Susan, CFP, PRP, R.F.P.,PL.Fin
E.E.S. Financial  Services Ltd.
6090 Highway #7 East
Markham, ON
L3P 3B1
prp
Speaker

Trainer
Phone: (905) 471-1337 ext. 227
Fax:     (905) 471-5296
ser@ees-financial.com
www.EESfinancial.com

Area Of Specialization:
E.E.S. is Canada's oldest fee-only financial planning firm. In business strictly to provide educational programs and consulting services to clients. Services include financial planning, retirement planning, tax and estate planning.
Russell, Rick, CFP
D E Thomas Financial Corp.
14 Landry Avenue
Scarborough, ON
M1L 1E9
 

Phone: (416) 694-3480


Schettler, Dennis FCIA, FSA
Schettler Consulting Group
99 Chestnut Hills Parkway
Toronto, ON
M9A 3R4
  Phone: 416-988-1429
schettlerd@dvassocites.com

Area Of Specialization:
Specializing in employee presentations of retirement planning and pension plans, CPP, OAS.

Sinukoff, Elliot BA, PRP,B.Comm
Dejardins Securities
145 King Street WestSuite 2750
Toronto On
M5H 1J8

prp Phone: (416) 867-2041
Fax:     (416) 867-9516
elliot.sinukoff@vmd.desjardins.com

Area Of Specialization:
Elliot is committed to his clients and offers 18 years of expertise in several areas: portfolio strategy, tax favoured investing, asset allocation, college funding, insurance, retirement strategies and estate planning.
Smith, Stephen B.H., BA, PRP, CEB, CFP
York Minster Insurance Brokers Ltd.

1 - 16 Caldwell Street
Port Hope, ON
L1A 1A5

prp
Speaker

Phone: (905) 885-4977
Fax:     (905) 885-2556
Toll    1-800-668-1751
sbhs@yorkminster.ca
www.yorkminster.ca

Area Of Specialization:
Personal financial planner specializing in insurance for life, disability, critical illness, long term care, health and group benefits - useful articles available on our website.
Toyne, David
Steadyhand Investment Funds
161 Bay Street Suite 2700
Toronto, ON
M5J 2A1
 

Phone: (416) 572-2809

dtoyne@steadyhand.com

Area Of Specialization:
Straight forward lineup of no-load, high conviction funds. Our fees are low, our porfolios are concentrated in our manager's best ideas, focusing on making money, not tracking an index.

Tremblay, Hélène PRP
OTIP
125 Northfield Dr. West
PO Box 218,
Waterloo, ON
N2J 3Z9
prp Phone: 1-877-260-3892
Fax: 1-800-346-3842
htremblay@otip.com
Venning, Mark  C.M.F.
Change Rangers
Unit 132 - 1300 Marlborough Crt.
Oakville, ON
L6H 2S2
Speaker
Trainer
Writer
Phone: (905) 845-2653
mvenning@changerangers.com
www.changerangers.com
"Envision the Promise of Longevity"

Area Of Specialization:
Presentations, advisory, research and Blog on issues related to longevity in the 21st century. Active aging, health/home care, work in later life, financing longevity and generational collaboration.
Welch John
Toron Investment Management Inc
590 King St West Suite 200
Toronto, ON
M5V 1M3
prp Phone: (416) 645-8750
Fax:     (416) 977-7650
john@toron.com
Wheeler, Judith, BSW, MSW, RSW
In-Touch Consulting
65 Cameron Ave.
Essex, ON
N8M 2L2
Speaker
Trainer
Writer
Phone: (519) 776-7831
Fax:     (519) 776-7831 (call first)
j.wheeler@intouchconsulting.ca
www.intouchconsulting.ca

Area Of Specialization:
Retirement Lifestyle Coach providing Retirement Lifestyle Planning at its best! Services include private consultations, retirement lifestyle planning seminars, lifelong learning series and guest speaking. Advocate for seniors.
Will, Al
Al Will & Associates Inc.
130 Grant Blvd.
Dundas, ON
L9H 6J4
Trainerprp Phone: (905) 628-8639
al@alwill.ca
www.alwill.ca
Wong, Marilynn
InContext
21 Redstone Path
Etobicoke, ON
M9C 1Y7
Speaker
Phone: (416)-998-5308
rlife.info@gmail.com
rlife.info.googlepages.com/home

Area Of Specialization:
Working in partnership with Geoff Day, we specialize in interactive retirement preparation seminars using current technologies. We focus on the effects of health and finances on lifestyle and the options involved. We call it "r-Life": re-inventing, re-thinking, re-organizing...some people call it retirement.
Yuming, Zhang
Donaldson Vincent Assoc. Ltd.
26 Lesmill Road, Unit #1
Toronto, ON
M3B 2T5
 

zhangyu@dvassociates.com

Area Of Specialization:
Actuarial valuations for employer defined benefit pension plans. Investment consulting for small employer pension plans.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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NORTHWESTERN ONTARIO - SUDBURY
NAME & ADDRESS   PHONE/FAX/E-MAIL/SPECIALIZATION
Cartier, Linda, CFP, RFP, FDS, ECP, PRP
Academy of Financial Divorce Specialists.
1546 Bellevue Avenue
Sudbury, ON
P3B 3G2

Speaker

Trainer
Writer
Phone: (705) 525-7526
Fax:     (705) 525-4632
lindac@financialdecisions.ca
www.financialdecisions.ca

Area Of Specialization:
Financial Decisions Inc. provides independent lifestyle financial, retirement, tax and estate planning to help clients meet their goals. Fee for service planning as well as financial product sales. Full disclosure.
Cartier, Melanie PRP
Academy of Financial Divorce Specialists
1546 Bellevue Ave.
Sudbury, ON
P3B 3G2
  Phone: (705) 525-7526
Fax:     (705) 525-4632
melaniec@fianancialdecisions.ca
Lindsay, John R., CDP, PRP
Academy of Financial Divorce Specialists
1546 Bellevue Avenue
Sudbury, ON
P3B 3G2

Speaker

Trainer
Writer
Phone: (705) 525-7526
Fax     :(705) 525-4632
johnl@financialdecisions.ca
www.financialdecisions.ca

Area Of Specialization:
Financial Decisions Inc. provides independent lifestyle financial, retirement, tax and estate planning to help clients meet their goals. Fee for service planning as well as financial product sales. Full disclosure.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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OTTAWA
NAME & ADDRESS   PHONE/FAX/E-MAIL/SPECIALIZATION
Conroy, Nancy, PRP, MA
The Conroy Group Inc.
Suite 100 - 708 Parkdale Ave.
Ottawa, ON
K1Y 1J3

Speaker

Trainer
Writer
Phone: (613) 729-2796
Fax:     (613) 729-7910
nlc@theconroygroup.com
www.theconroygroup.com

Area Of Specialization:
The Conroy Group Inc. specializes in retirement and life planning services. Products include LIFESCAPE, a holistic retirement planning webtool, and annual annotated bibliography on retirement literature, and various training products.
Hamilton, Ingrid, MBA, CFP, PRP
Planovation Group
151 Robson Court Suite 2A
Kanata, ON
K2K 2W1
prp
Speaker

Trainer
Writer
Phone: (613) 592-5967
Fax:     (613) 599-5510 planovation@sympatico.ca
www.planovation.ca

Area Of Specialization:
Planovation Group prepares, customizes and delivers pre-retirement courses as well as pension and benefits seminars to employees in both the government and private sector. Individual consultations offered on retirement, finance and pensions.
Poirier, Jacques M.
Coughlin & Associates Ltd.
466 Tembley Road
Ottawa, ON
K1G 3R1
Speaker Phone: (613) 231-7203
Fax:     (613) 369-4275


Area Of Specialization:
Jacques provides retirement counselling services to employee groups and RPP's administered by Coughlin & Associates Ltd. across Canada. He is licensed for both mutual funds and life insurance products in Ontario, Quebec, Manitoba and British Columbia.

 

 

 

 

 

 

 

 

 

 

 

 

 

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MARITIMES
NAME & ADDRESS   PHONE/FAX/E-MAIL/SPECIALIZATION
Dennis Barry L. EPC, P.R.P.
Dennis Financial Inc.
944 Prospect Street
Fredericton NB
E3B 9M6
prp
Speaker

Trainer
Writer
Phone: (506) 452-8464
Fax:     (506) 455-4527

barry@dennisfinancial.net

 

 

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