Home Site Map


Members Directory

YUKON TERRITORIES | BRITISH COLUMBIA | ALBERTA | SASKATCHEWAN | MANITOBA
TORONTO & ONTARIO SOUTH | NORTHWESTERN ONTARIO - SUDBURY | OTTAWA | MARITIMES

YUKON TERRITORIES
NAME & ADDRESS   PHONE/FAX/E-MAIL/SPECIALIZATION
No Members
 

back to top

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

Area Of Specialization:
Jerry partners with a select group of clientele helping them transition into retirement - financially and more importantly, psychologically.
Cayford, Cherith  CFP, R.F.P.
CMG Financial Education
203-1370 Beach Drive
Victoria, B.C.
V8S 2N6
Speaker
Trainer
Phone: (250) 592-8021


cherith_camelot@telus.net

Area Of Specialization:
Workshops and seminars on financial and pre-retirement education for employees or members of both private and public sector organizations. Cherith has no connection to the sale of financial prodcucts.
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., CLV, CFP,
Bewley & Coltman Financial Services
302-830 Shamrock ST

Victoria, BC

V8X 2V1

 

Phone:(250) 658-3908
Fax:    (250) 658-3912

christie@bewleycoltman.ca

Area Of Specialization:
Christie is focused on assisting clients with all aspects of financial planning through an independent and unbiased analysis of their needs. She specializes in the preparation of financial and retirement plans including Wealth & Risk Management
.

Evdokimenko, Merv C., CFP, CLU, CH.F.C., EPC
Artel Insurance Services Inc.
250 -1095 West Pender St.
Vancouver, BC
V6E 2M6
  Phone: (604) 605-3650
Fax:     (604) 605-0020
merv.evdokimenko@artel-insurance.ca


Area Of Specialization:
Employee Group Benefit and Retirement Consulting and Brokering firm. We do retirement and pre-retirement planning for employees of our corporate clients.
Evdokimenko, Lana
Artel Insurance Services Inc.
250 1095 West Pender St.
Vancouver, BC
V6E 2M6
  Phone: (604) 605-3650
Fax:     (604) 605-
0020 lana.evdokimenko@artel-insurance.ca


Area Of Specialization:
Employee Group Benefit and Retirement Consulting and Brokering firm. We do retirement and pre-retirement planning for employees of our corporate clients.

Evdokimenko, Robert
Artel Insurance Services Inc.
250 -1095 West Pender St.
Vancouver, BC
V6E 2M6
  Phone: (604) 605-3650
Fax:     (604) 605-0020

robert.evdokimenko@artel-insurance.ca


Area Of Specialization:
Employee Group Benefit and Retirement Consulting and Brokering firm. We do retirement and pre-retirement planning for employees of our corporate clients.

Gregg, John Q., CFP, CAIB
Discovery Islands Financial Services
P.O. Box 679
Quathiaski Cove, BC
V0P 1N0
  Phone: (250) 285-3169
johnq@johnqgregg.com
www.johnqgregg.com


Area Of Specialization:
Coaching Family Prosperity - Professionally, Diligently, and Tirelessly.
Henderson, Robert, PRP, EPC
Partners in Planning Financial Services
#1 - 8330 Young Road
Chilliwack, BC
V2P 4N9
prp Phone:(604) 792-8111
Toll Free: 1-877-792-8111
Fax:    (604) 792-8104
robert@thehendersonteam.ca
www.thehendersonteam.ca
Henderson, Shivaun, BBA, CFP, PRP
Partners in Planning Financial Services
#1 - 8330 Young Road
Chilliwack, BC
V2P 4N9
prp Phone:(604) 792-8111
Toll Free: 1-877-792-8111
Fax:    (604) 792-8104
shivaun@thehendersonteam.ca
www.thehendersonteam.ca
Lauber, Dale
B.C. Teachers' Federation
1703-08 Laguana Court
New Westminster , BC
V3M 6M6
  Phone: (604) 523-1653
dalelauber@shaw.ca
Norris, Carla, CFP, PRP
TE Financial Consultants
720-475 West Georgia St
Vancouver, BC
V6B 4M9
prp Phone: (604) 684-2193 Ext 3229
Fax:     (604) 684-2396
cnorris@tewealth.com


Area Of Specialization:
Independent professional consultant specializing in retirement, tax, investment and estate planning on a fee-for-service basis.
Olding, Enise
D.R. Associates
18 - 6038 Sterling Dr.
Duncan, BC
V9L 5K4
Speaker
Trainer
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.
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.

back to top

ALBERTA
NAME & ADDRESS   PHONE/FAX/E-MAIL/SPECIALIZATION
Adams, Dana
Alberta Teachers Retirement Fund
Suite 600
11010 - 142 St. NW
Edmonton, AB
T5N 2R1
  Phone: (780) 453-4406
Fax:     (780) 452-3547
dadams@atrf.com
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:
Marilyn 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.(TM)
Boleantu, Tom, BA, CEO P.Geol.
The Expatriate Group Inc.
177-2137 33rd Ave. SW
Calgary, AB
T2T 1Z7

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


Dogterom, Freddi CCDP, CPT
Living Stones Presents
86 Chippewa Cres.
Lethbridge, AB
T1K 5B5
Speaker
Trainer
Writer
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.
Haines, Gail A., CFP
72 Scenic Ridge Cres. NW
Calgary, AB
T3L 1V2
  Phone: (403) 547-0281

Area Of Specialization:
Certified Financial Planner. Retirement projections, cash flow and net worth analysis. Tax planning. No product sales. Fee for service.
Lockhart, Bruce A.,
Lockhart Financial Services Inc.
5316 - 55 Street
Cold Lake, AB
T9M 1M1
  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
True North Workshops
1619 Westmount Rd. N.W.
Calgary, AB
T2N 3M2

prp

Speaker
Trainer
Writer

Phone: (403) 669-6851
true.north@telus.net


Area Of Specialization:
This boomer and planning expert with Personality Dimension certification delivers keynotes and workshops that zero in on the non-financial aspects of life planning with tips to help boomers enjoy their life at work and play
Sandercock, Gary, PRP
Dundee Private Investors
Suite 106, 8704 51 Avenue
Edmonton, AB
T6E 5E8
prp 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.
Simpson, Nick, PRP, P.Eng.
Lanagan Lifestyle Ltd.
P.O. Box 83063
Canyon Meadows RPO
Calgary, AB
T2W 6G8
prp
Speaker

Writer
Phone: (403) 238-2541
Fax:     (403) 238-5112
nick@lanagan.com
www.lanagan.com

Area Of Specialization:
Presentations on Lifestyle Planning. Development of tools to assist in balancing and improving current lifestyle choices in wellness, finances, housing, activities, documentation and relationships.
Smith, Nell, CCDP, PRP
Nell Smith Career Services
244 Parkwood Close S.E.
Calgary, AB
T2J 3V6
prp
Speaker

Trainer
Writer
Phone: (403) 225-3454
Fax:     (403) 271-8723
nell.smith@telusplanet.net

Area Of Specialization:
Workshop developer and facilitator focused on helping individuals assess their personality, strengths, and interests to explore new roles in retirement, including post-retirement careers, volunteer, leisure and learning activities, and relationships.

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

Starrie, Darrell, CFP, PRP, CHFC
Strategic Financial Concepts
406, 9707 - 110 Street

Capital Place
Edmonton, AB
T5K 2L9
prp
Speaker

Trainer
Phone: (780) 488-2644
Toll Free: (800) 469-1852
Fax:     (780) 488-0844
Darrell@strategicfinancial.net
www.strategicfinancial.net

Area Of Specialization:
Full service financial planning specializing in retirement, investments, severance, RRSPs, annuities and estate planning.
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.
Yih, Jim, EPC, B.Comm, PRP, CSA, RDB
Retirement Think Box
7505 - 104 Street
Edmonton, AB
T6E 4C1
prp
Speaker

Trainer
Writer
Phone: (780)757-0135
Fax:    (780) 761-0135
jim@retirehappy.ca
www.retirehappy.ca


Area Of Specialization:
Retirement Planning for seniors. Conservative investing and tax efficient income strategies.
back to top

SASKATCHEWAN
NAME & ADDRESS   PHONE/FAX/E-MAIL/SPECIALIZATION
Geiger, Phillip
Affinity Credit Union
130 1st Avenue N.
Saskatoon, SK
S7K 0G1
prp Phone: (306) 657-6308
phillip.geiger@credential.com
Gilbey, Cam
Conexus Credit Union
Po Box 1960 Stn Main
Regina, SK
S4P 4M1
prp Phone (306) 780-1762
cam.gilbey@conexus.ca
Huber, Karen
Affinity Credit Union
130 1st Avenue N.
Saskatoon, SK
S7K 0G1
prp Phone: (306) 657-6801
karen.huber@affinitycu.ca
Kuzyk, Shelley CFP, CSA, P.R.P.
Connexus Credit Union
Sherwood Place Service Center
Regina, SK
S4P 4M1
  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
Spokes, Melanie
Affinity Credit  Union
2101 Scarth St
Regina, SK
S4P 2H9
  Phone (306) 791-9630
melanie.spokes@affinitycu.ca
St Onge,  Donna
Conexus Credit Union
Po Box 1960 Stn Main
Regina, SK
S4P 4M1
prp Phone (306) 780-1584
donna.stonge@conexus.ca
Stevenson, Don
2207 Oddie St
Regina, SK
S4V 1J2
Speaker
Trainer
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
Vanthuyne, Cindy
Affinity Credit Union
Po Box 790
210 Main St.
Watrous, SK
S0k 4T0
  Phone (306) 946-4201
cindy.vanthuyne@affinitycu.ca
Weir, Patricia
Patricia Weir Financial Services
460 South Industrial Drive
Prince Albert, SK
S6V 7L8
  Phone (306) 922-2020
patweir@sasktel.net
back to top

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.
Brown. Vernon D.
Wellington West Financial
PO Box 1440, 161 Main St.
Roblin, MB
R0L 1P0
  Phone: (204) 937-4299
Fax:     (204) 937-8897
vbrown@wellwest.ca
Courcelles, Aurele
Investors Group
447 Portage Ave., 12th Floor
Winnipeg, MB
R3C 3B6
  Phone: (204) 956-8423
Fax:     (204) 943-0021
www.investorsgroup.com
Feindel, Gale L.
PO Box 234
Traverse Bay, MB
R0E 2A0
  Phone: (204) 754-2535
gfeindel@xplornet.ca

Area Of Specialization:
Formerly Senior Pension Analyst, Manitoba Pension Commission.
Filder , Lorraine
Province of Manitoba
Civil Service Superannuation Board
1200, 444 St. Mary Avenue
Winnipeg, MB
R3C 3T1
  Phone: (204) 957-8722
Fax:     (204) 945-0237
lfidler@cssb.mb.ca

Area Of Specialization:
Individual and group retirement planning sessions for all retiring provincial employees.
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"! .
Malbasa, Patti
Province of Manitoba
Civil Service Superannuation Board
1200, 444 St. Mary Avenue
Winnipeg, MB
R3C 3T1
  Phone: (204) 957-8722
Fax:     (204) 945-0237
patti@cssb.mb.ca
Marsh, Arlene
Teachers Retirement Allowance Fund
330 - 25 Forks Market Road
Winnipeg, MB
R3C 4S8
  Phone: (204) 949-0048
Fax:     (204) 944-0361
Morris, Jack, PRP, CFP, CSA
Morris Financial Group Inc.
702 - 1661 Portage Ave.
Winnipeg, MB
R3J 3T7
prp Phone: (204) 784-2100
Fax:     (204) 942-6890
jack@morrisfinancial.ca

Area Of Specialization:
Jack has been in the financial planning business for 21 years. He helps clients with estate planning, retirement planning, lifestyle planning and making investment decisions on their capital assets.
Papineau, Cory
Scotiabank
55 Firbridge Cres.
Winnipeg, MB
R3T 5X5
  Phone: (204) 934-2603 (W)
Fax:     (204) 985-03676
cory.papineau@scotiabank.com
nicoleandcory@shaw.ca

Area Of Specialization:
Cory subscribes to the adage "It is not what money is, but what money does." My goal is to tailor a plan around your values and core beliefs.
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).
Sobkowicz, Carol
Civil Service Superannuation Board
1200 - 444 St. Mary Avenue
Winnipeg, MB
R3C 0Y1
  Phone: (204) 957-8722
Fax:     (204) 945-0237
csobkowicz@cssb.mb.ca
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.

back to top

TORONTO & ONTARIO SOUTH
NAME & ADDRESS   PHONE/FAX/E-MAIL/SPECIALIZATION
Anderson, Nancy
Career Paths
28 Golf Crest Road
Toronto, ON
M9A 1L3
  Phone: (416) 231-9522
nancy_anderson@rogers.com

Area Of Specialization:
A Certified Retirement Lifestyle and Career Coach  assisting clients through the psychologial stages of retirement by providing pre retirement assessment , individual coaching and second career and pre retirement lifestyle work shops
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
Fax:    (416) 429-8219
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 Journal, and provides corporate communication services for 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.
Clemes, Lorraine, B.A, M.Ed, Ed.D
Life Design Consultants
321-70 Roehampton Ave
Tornto, ON
M4P 1R2

Speaker

Trainer

Writer

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

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
mchowes@rogers.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 850
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.

Johnson, Ian, B.Com, CFP,
1016 Raintree Lane

Mississauga On

L5H 3y6

   
Jones, Kate,
Kate Jones & Associates
258 Mississauga St
Oakville, ON
L6L 3B2
 

Phone: (905) 825-1456
kate@skills4people.com

www.skills4people.com

 

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
Spera Financial
Suite 508, 1 Eglington Ave East
Toronto, ON
M4P 3A1
 

Phone: (416) 489-8500

doug@spera.tv

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@itretire.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
  Phone: (905) 794-0539
klohnes@sympatico.ca

Area Of Specialization:
Specialist in planning charitable gifts through bequests, securities, life insurance, real estate, trust funds, gift annuities and providing seminars on charitable giving.
Longhurst, Patrick, M.A., CFP, FCIA, FIA
Longhurst and Jack Inc.
Suite 850, 36 Toronto St.
Toronto, ON
M5C 2C5
Speaker
Writer
Phone: (416) 815-7200
Fax:     (416) 360-3838
enquire@longhurstandjack.ca

Area Of Specialization:
PLASI focuses on helping individuals who are planning to retire in the near future. In particular we have a systematic approach to making pension-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
Mathew, George
George Mathew & Associates
64 Wilshire Blvd.
Woodbridge, ON
L4L 6X2
 

Phone: (416) 850-7691

happyplanner@hotmail.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:
MWM is a 'One Stop Shop' financial advisory firm covering many areas of specialization, including tax, legal, investment and estate planning. We specialize in integrating all of the above with client dynamics and goals.
Metcalfe, Rebecca, R.N., B.Sc.N., M.Sc.N PRP
Life Ventures
Suite 2202, 85 Skymark Drive
Toronto, ON
M2H 3P2
prp
Speaker

Trainer
Writer
Phone: (416) 497-4911
Fax:     (416) 497-4910
rebecca@lifeventures.org
www.lifeventures.org

Area Of Specialization:
Life Ventures offers customized workshops and one-on-one coaching in health and lifestyle planning. Our services assist your employees with every aspect of their transition to retirement. With over 60 years of nursing, adult education and community health expertise, Life Ventures delivers a proven track record in life transition and health promotion programming.
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.
Prenick, Gerald CA, CMC, EPC
Gerald Financial Corperation
3181 Bayview Ave Suite 503
Toronto ON
M2K 2Y2
  Phone: (416) 271-2214
Fax:     (416) 221-0342
gprenick@rogers.com
Retirement Educator
Prime, Mary, CFP, EPC
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 aqServices 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
Donald Vincent Associates Limited
26 Lesmill Rd Unit #1
Toronto On
M2B 2T5
  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 West

Suite 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.
105 Dorset Street West
Port Hope, ON
L1A 1G4
prp
Speaker

Writer
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.
Thiessen, Wayne
Self Solutions
23 Brunton Pl.
Newmarket, ON
L3Y 6B5
  Phone: (905) 830-0700
wayne@self-solutions.ca


Area Of Specialization:
Self Solutions, Partners with leaders to create their journey through self discovery. A process to achieve goals and live the life you want.
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
Vacca, Armando, CFP, RFP
A.D. Vacca Financial Planning Group
333 Queenston Road
Hamilton, ON
L8K 1H7
  Phone: (905) 549-7526
Fax:     (905) 549-4274
advacca@advacca.com
www.advacca.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
"Adventures in Longevity"

Late Life career planning , entrepeneurial coaching , options for reworking retirement are explored for the development of a portfolio career and longevity planning.
Vigneux, Marielle, MBA, ACC. ACPC
The Crabapple Group
63635 Sunny Valley Road RR 6
Owen Sound, ON
N4K 5N8
 

Phone: (519) 371-3331

mariella@crabapple.ca

www.crabapple.ca

Area Of Specialization:
Workshops to help people clarify a vision of ideal retirement.Perfect for organizations working to attract and retain senior knowledge workers. Research based. Inspiring and engaging. Retirement coaching by certified professional coaches.

Vince, John H., BA,
John H. Vince & Associates
35 Highland Park Drive
Dundas, ON
L9H 6G3
Speaker
Phone: (905) 627-4483
Fax:     (905) 627-8838


Area Of Specialization:
Providing seminars, workshops and early retirement counselling to the public and private business sectors, both in conjunction with restructuring and as part of ongoing training and development programs.
Watters, David, BA, MBA, FICB, CFP
FundEX Investments Inc.
1788 Dry Pine Gate
Mississauga, ON
L5J 1C7
Speaker
Trainer
Writer
Phone: (905) 823-7889
Fax:     (905) 823-2448
dfwatters@rogers.com
Watters, Graydon, B.Comm, FCSI, CFP
The Financial Education Institute of Canada.
45 Tidewater Cresent .
Whitby, ON
L1P 1M2
  Phone: (905) 665-6784
Fax:     (905) 665-5570
gwatters@feic.ca
www.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.
Welch John
Toron Investment Management Inc
590 King St West Suite 200
Toronto, ON
M5V 1M3
  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) 776-9961
Fax:     (519) 776-4786
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
Speaker
Trainer
Phone: (905) 628-8639
al@alwill.ca
Williamson, A. David, BA, CLU, Ch.F.C., CFP
Fraser Financial Consultants
Suite 302 - 911 Golf Links Road
Ancaster, ON
L9K 1H9
  Phone: (905) 304-7005
Fax:     (905) 304-1401
dwilliamson@ffccorp.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

back to top

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
prp
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
prp 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
prp
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.

back to top

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
prp
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.
Devji, Zul, CFP, PRP, B.Sc.CDFA
Money Concepts
300 Terry Fox Drive
Kanata, ON
K2K 0E3
prp Phone: (613) 599-5477 Ext 224
Fax:     (613) 599-5478
zdevji@mckanata.com
www.moneyconceptskanata.biz

Area Of Specialization:
Zul Devji, a Certified Financial Planner and a Professional Retirement Planner, specializes in providing investment, retirement, estate and financial planning.
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.
Johnson, David F., CFP, PRP, CSA
Canadian Retirement Solutions Inc.
101 - 39 Robertson Rd.
Ottawa, ON
K2H 8R2
prp Phone: (613) 596-5556
Fax:     (613) 248-4811
davejohnson@bellnet.ca
www.canadianretirementsolutions.com

Area Of Specialization:
We provide high quality retirement counseling solutions to clients while demonstrating a superior standard of service, integrity and professionalism.
Poirier, Jacques M.
Coughlin & Associates Ltd.
466 Tembley Road
Ottawa, ON
K1G 3R1
  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.

back to top

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

back to top