Members Directory
BRITISH COLUMBIA | ALBERTA | SASKATCHEWAN | MANITOBA
TORONTO & ONTARIO SOUTH | NORTHWESTERN ONTARIO - SUDBURY | OTTAWA | MARITIMES
| BRITISH COLUMBIA | ||
| NAME & ADDRESS | PHONE/FAX/E-MAIL/SPECIALIZATION | |
| Baird-Krul, Carol DR Associates 1440 Harrison Way Gabriola Island, BC V0R 1X2 |
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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. |
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Brown, Jerry, CFP, EPC, PRP Assante Financial Mgt. Ltd. 101-33386 South Fraser Way Abbotsford, BC V2S 2B5 |
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Phone: (604) 859-9966 Fax: (604) 852-0503 gbrown@assante.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. |
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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. | |
| Cayford, Cherith CFP, R.F.P. CMG Financial Education 203-1370 Beach Drive Victoria, B.C. V8S 2N6 |
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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. |
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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 |
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Phone: (604) 858-5565 |
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Henderson, Shivaun, BBA, CFP, PRP Partners in Planning Financial Services 5608 Carter Road Chilliwack, BC V2R 3J9 |
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Phone: (604) 858-5565 Toll free 1-855-858-5565 Fax (604) 858-5540 shivaun@thehendersonteam.ca www.thehendersonteam.ca |
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Norris, Carla, CFP, PRP TE Financial Consultants 720-475 West Georgia St Vancouver, BC V6B 4M9 |
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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. |
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Olding, Enise D.R. Associates 18 - 6038 Sterling Dr. Duncan, BC V9L 5K4 |
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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. |
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Peacock, Sonja, CFP, PRP 349 - 1275 West 6th Ave. Vancouver, BC V6H 1A6 |
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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. |
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Penner, Erika, CFP, PRP, FICB, FDS, MFA #9 - 8320 Cook Road Richmond, BC V6Y 1V5 |
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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. |
| Janet Reschke Box 416, 344 Bray Rd. Union Bay, BC V0R 3B0 |
Phone: (778) 427-0023 |
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Sharpham, Neil, CFP, PRP, B.Comm. Nova Retirement Planning Group 1638 Kerrstead Place North Vancouver, B.C. V7J 3T4 |
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Phone: (604) 986-6673 neilsharpham@shaw.ca Area Of Specialization: Neil conducts financial planning/retirement planning workshops across Canada. |
| ALBERTA | ||
| NAME & ADDRESS | PHONE/FAX/E-MAIL/SPECIALIZATION | |
| Berezowsky, Marilyn, CCDP Creative Learning Group 2 LeBlanc Place St. Albert, AB T8N 4P1 |
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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 DimentsionsTM 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 |
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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 |
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Crickmore, Colleen |
Phone: (780)-436-2354 dccrick@telus.net |
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| Dogterom, Freddi CCDP, CPT Living Stones Presents 86 Chippewa Cres. Lethbridge, AB T1K 5B5 |
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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 |
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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 |
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Phone: (403) 669-6851 www.queenage.com |
| 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 |
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| Selles, Rein, M.Sc, PRP Retirement/Life Challenge 9 Elliot Place St. Albert, AB T8N 5S5 |
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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 |
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Phone: (403) 225-3454 |
Spooner, David Guaranteed Financial Service |
Phone: (780) 484-6020 Area Of Specialization: Guaranteed investment & income options for age 50 plus |
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| Taylor, Wayne, PRP Taylor Financial Group Ltd. 10231 - 121 Street Edmonton, AB T5N 1K6 |
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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 | |
| SASKATCHEWAN | ||
| NAME & ADDRESS | PHONE/FAX/E-MAIL/SPECIALIZATION | |
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Kuzyk, Shelley CFP, CSA, P.R.P. Connexus Credit Union Sherwood Place Service Center Regina, SK S4P 4M1 |
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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 |
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| Ruecker, Dar Conexus Credit Union Po Box 1960 Stn Main Regina, SK S4P 4M1 |
Phone (306) 780-1868 dar.ruecker@conexus.ca |
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| Shields, Terry CFP Credential Sccurities 399 Centre Street Box 1369 Shaunavon, SK S0N 2M0 |
Phone (306) 297-2248
tshields@myscu.ca |
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| St Onge, Donna Conexus Credit Union Po Box 1960 Stn Main Regina, SK S4P 4M1 |
Phone (306) 751-8230 donna.stonge@conexus.ca |
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| Stevenson, Don 2207 Oddie St Regina, SK S4V 1J2 |
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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 |
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| Weir, Patricia Patricia Weir Financial Services 460 South Industrial Drive Prince Albert, SK S6V 7L8 |
Phone (306) 922-2020 patweir@sasktel.net |
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| MANITOBA | ||
| NAME & ADDRESS | PHONE/FAX/E-MAIL/SPECIALIZATION | |
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Ablett, David Investors Group 12th Fl., 447 Portage Avenue Winnipeg, MB R3C 3B6 |
Phone: (204) 956-8423 Fax: (204) 943-0021 www.investorsgroup.com |
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Atkins, Lyle, CFP, R.F.P. Independent Fin'l Counsellors Inc 51 Grady Bend Place Winnipeg, MB R2V 4X2 |
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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. |
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Courcelles, Aurele Investors Group 447 Portage Ave., 12th Floor Winnipeg, MB R3C 3B6 |
Phone: (204) 956-8423 Fax: (204) 943-0021 www.investorsgroup.com |
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Driedger, John |
Phone: (204) 954-2912 |
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| Feindel, Gale PO Box 234 Traverse Bay, MB R0E 2A0 |
Phone: (204) 754-2535 gfeindel@xplornet.ca |
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| 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 |
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Knight, Ron, CFP Senior Financial Consultant Investors Group 355 Main St. Selkirk, MB R1A 1T5 |
Phone: (204) 957-8722
Fax: (204) 945-0237 |
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| Lafantaisie, Marcia Teachers Retirement Allowance Fund 330 - 25 Forks Market Road Winnipeg, MB R3C 4S8 |
Phone: (204) 949-0048 Fax: (204) 944-0361 |
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Luke, David J., CFP, CLU, CHFC, RFP Wellington West Financial Services Inc. 200 Waterfront Drive Suite 300 Winnipeg, MB R3B 3P1 |
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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"! . |
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Marsh, Arlene D. Robinson & Associates 2165 Henderson Hwy. Winnipeg, MB R2G 1P9 |
Phone: (204) 663-1561 Fax: (204) 654-0108 darryl.robinson@shaw.ca |
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Robinson, Darryl, RSW, CFP, PRP, RFP D. Robinson & Associates 2165 Henderson Hwy. Winnipeg, MB R2G 1P9 |
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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 |
Phone: (204) 975-5030 Fax: (204) 975-5357 michelle.smith@shawcable.com |
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Turenne, Mike, CFP, FMA Investors Group 12th Fl., 447 Portage Avenue Winnipeg, MB R3C 3B6 |
Phone: (204) 956-8423 Fax: (204) 943-0021 |
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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 | |
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Armstrong, Donald FCIA Donaldson Vincent Assoc. Ltd. 26 Lesmill Road, Unit #1 Toronto, ON M3B 2T5 |
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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. |
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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. | |
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Attack, Gary, PRP, CFP, RFP, BBA Gary H. Attack Financial Planning Inc. 203, 1601 River Road E. Kitchener, ON N2A 3Y4 |
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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 |
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| Biscott, Lynn, CFP, R.F.P., M.Ed. Fernwood Consulting Group Inc. 288 Laird Drive Toronto, ON M4G 3X5 |
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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. |
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Brodey, Linda, PRP Certified Adult Educator Certified Seniors Fitness Instructor Retire Ready 49 Holsworthy Crescent Thornhill, ON L3T 4C5 |
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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 |
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Phone : (514) 933-5687 Phone: (905) 665-6784 Fax: (905) 665-5570 Area Of Specialization: |
| Clemes, Lorraine, B.A, M.Ed, Ed.D, PRP Life Design Consultants 321-70 Roehampton Ave Tornto, ON M4P 1R2 |
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Phone: (416) 481-5715 info@lifedesignconsultants.com Area Of Specialization: |
| Day, Geoff Beyond 3 Hilltop Drive Caledon East, ON L7C 1K7 |
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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. |
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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 |
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| Federico, Catherine York University Retirement Planning Centre 4700 Keele Street Toronto, ON M3J 1P3 |
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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 |
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| Gangji, Karim Donaldson Vincent Assoc. Ltd. 26 Lesmill Road, Unit #1 Toronto, ON M3B 2T5 |
Area Of Specialization: |
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Howes, Marie, BA, CFP, R.F.P, PRP, MoneySmart Inc./Howes & Associates 43 Onaway Road Mississauga, ON L5G 1A3 |
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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. |
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Jack, William D., F.C.I.A., CFP Longhurst and Jack Inc. 36 Toronto St. Suite 1000 Toronto, ON M5C 2C5 |
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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. |
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Jutting, Catharina, CFP, CEBS, PRP Fiscal Wellness Inc. 207 Huron Street Stratford, ON N5A 5S9 |
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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. |
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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 |
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Phone: (416) 489-8500
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Lieberman, Av, PRP The Retirement Education Centre Inc. 151 Frobisher Drive Unit # B-108 Waterloo, ON N2V 2C9 |
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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. |
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Lohnes, Keith, B.A , M.T.S. The Salvation Army 5 Tower Gate Brampton, ON L6P 1C3 |
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Phone: (905) 794-0539 klohnes@sympatico.ca 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. |
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Longhurst, Patrick, M.A., CFP, FCIA, FIA Longhurst and Jack Inc. Suite 1000, 36 Toronto St. Toronto, ON M5C 2C5 |
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Phone: (416) 815-7200 Fax: (416) 360-3838 enquire@longhurstandjack.ca 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. |
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MacDonald, Robin, BA, RIBO, CLU, PRP OTIP PO Box 218 125 Northfield Drive W Waterloo, ON N2J 3Z9 |
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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 |
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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 |
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Phone: (519) 569-7800 |
| Matheis, Harry, EPC Matheis Financial Group 1101 Kingston Road Suite 150 Pickering, ON L1V !B5 |
Phone: (905) 837-2600 Ext. 16 |
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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 |
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Phone: (905)) 889-7170 |
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Prime, Mary, CFP, Prime Consulting 102 Dunedin Dr. Etobicoke, ON M8X 2K5 |
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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. |
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Prospero, Betsy, CFP, PRP Fiscal Wellness Inc. 207 Huron St. Stratford, ON N5A 5S9 |
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Phone: (519) 271-4461 Fax: (519) 271-0875 betsy@fiscalwellness.com |
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Rechil, Susan, CFP, PRP, R.F.P.,PL.Fin E.E.S. Financial Services Ltd. 6090 Highway #7 East Markham, ON L3P 3B1 |
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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. |
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Russell, Rick, CFP D E Thomas Financial Corp. 14 Landry Avenue Scarborough, ON M1L 1E9 |
Phone: (416) 694-3480 |
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| 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. |
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Sinukoff, Elliot BA, PRP,B.Comm |
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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. |
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Smith, Stephen B.H., BA, PRP, CEB, CFP York Minster Insurance Brokers Ltd. 105 Dorset Street West Port Hope, ON L1A 1G4 |
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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 Area Of Specialization: |
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Tremblay, Hélène PRP OTIP 125 Northfield Dr. West PO Box 218, Waterloo, ON N2J 3Z9 |
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Phone: 1-877-260-3892 Fax: 1-800-346-3842 htremblay@otip.com |
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Venning, Mark C.M.F. Change Rangers Unit 132 - 1300 Marlborough Crt. Oakville, ON L6H 2S2 |
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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 |
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Phone: (416) 645-8750 Fax: (416) 977-7650 john@toron.com |
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Wheeler, Judith, BSW, MSW, RSW In-Touch Consulting 65 Cameron Ave. Essex, ON N8M 2L2 |
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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 |
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Phone: (905) 628-8639 al@alwill.ca www.alwill.ca |
| Wong, Marilynn InContext 21 Redstone Path Etobicoke, ON M9C 1Y7 |
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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 |
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| NORTHWESTERN ONTARIO - SUDBURY | ||
| NAME & ADDRESS | PHONE/FAX/E-MAIL/SPECIALIZATION | |
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Cartier, Linda, CFP, RFP, FDS, ECP, PRP Academy of Financial Divorce Specialists. 1546 Bellevue Avenue Sudbury, ON P3B 3G2 |
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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. |
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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 |
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Lindsay, John R., CDP, PRP Academy of Financial Divorce Specialists 1546 Bellevue Avenue Sudbury, ON P3B 3G2 |
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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. |
| OTTAWA | ||
| NAME & ADDRESS | PHONE/FAX/E-MAIL/SPECIALIZATION | |
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Conroy, Nancy, PRP, MA The Conroy Group Inc. Suite 100 - 708 Parkdale Ave. Ottawa, ON K1Y 1J3 |
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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. |
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Hamilton, Ingrid, MBA, CFP, PRP Planovation Group 151 Robson Court Suite 2A Kanata, ON K2K 2W1 |
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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. |
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Poirier, Jacques M. Coughlin & Associates Ltd. 466 Tembley Road Ottawa, ON K1G 3R1 |
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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. |
| 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 |
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Phone: (506) 452-8464
Fax: (506) 455-4527 |
