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 | |
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| BRITISH COLUMBIA | ||
| NAME & ADDRESS | PHONE/FAX/E-MAIL/SPECIALIZATION | |
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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 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 |
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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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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, Victoria, BC V8X 2V1 |
Phone:(250) 658-3908 Area Of Specialization: |
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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. |
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Evdokimenko, Lana Artel Insurance Services Inc. 250 1095 West Pender St. Vancouver, BC V6E 2M6 |
Phone: (604) 605-3650 Fax: (604) 605-0020 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. |
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| 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. |
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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. | |
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Henderson, Robert, PRP, EPC Partners in Planning Financial Services #1 - 8330 Young Road Chilliwack, BC V2P 4N9 |
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Phone:(604) 792-8111 Toll Free: 1-877-792-8111 Fax: (604) 792-8104 robert@thehendersonteam.ca www.thehendersonteam.ca |
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Henderson, Shivaun, BBA, CFP, PRP Partners in Planning Financial Services #1 - 8330 Young Road Chilliwack, BC V2P 4N9 |
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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 |
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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: Independent professional consultant specializing in retirement, tax, investment and estate planning on a fee-for-service basis. |
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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. |
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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 | |
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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 |
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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: 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) |
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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. |
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Connon, Shirley, CFP Retired 41 Strathearn Gardens SW Calgary, AB T3H 2R1 |
Phone: (403)-246-4052 Fax: (403)-246-4052 |
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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. |
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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. | |
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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. | |
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McIntyre, Ida-Jean, PRP True North Workshops 1619 Westmount Rd. N.W. Calgary, AB T2N 3M2 |
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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 |
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Sandercock, Gary, PRP Dundee Private Investors Suite 106, 8704 51 Avenue Edmonton, AB T6E 5E8 |
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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. |
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Simpson, Nick, PRP, P.Eng. Lanagan Lifestyle Ltd. P.O. Box 83063 Canyon Meadows RPO Calgary, AB T2W 6G8 |
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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. |
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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 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 Area Of Specialization: Guaranteed investment & income options for age 50 plus |
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Starrie, Darrell, CFP, PRP, CHFC Strategic Financial Concepts 406, 9707 - 110 Street Capital Place Edmonton, AB T5K 2L9 |
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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. |
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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. |
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Yih, Jim, EPC, B.Comm, PRP, CSA, RDB Retirement Think Box 7505 - 104 Street Edmonton, AB T6E 4C1 |
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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. |
| SASKATCHEWAN | ||
| NAME & ADDRESS | PHONE/FAX/E-MAIL/SPECIALIZATION | |
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Geiger, Phillip Affinity Credit Union 130 1st Avenue N. Saskatoon, SK S7K 0G1 |
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Phone: (306) 657-6308 phillip.geiger@credential.com |
| Gilbey, Cam Conexus Credit Union Po Box 1960 Stn Main Regina, SK S4P 4M1 |
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Phone (306) 780-1762 cam.gilbey@conexus.ca |
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Huber, Karen Affinity Credit Union 130 1st Avenue N. Saskatoon, SK S7K 0G1 |
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Phone: (306) 657-6801 karen.huber@affinitycu.ca |
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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 |
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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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| Spokes, Melanie Affinity Credit Union 2101 Scarth St Regina, SK S4P 2H9 |
Phone (306) 791-9630 melanie.spokes@affinitycu.ca |
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| St Onge, Donna Conexus Credit Union Po Box 1960 Stn Main Regina, SK S4P 4M1 |
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Phone (306) 780-1584
donna.stonge@conexus.ca |
| 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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| Vanthuyne, Cindy Affinity Credit Union Po Box 790 210 Main St. Watrous, SK S0k 4T0 |
Phone (306) 946-4201
cindy.vanthuyne@affinitycu.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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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 | |
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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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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. |
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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"! . |
| 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 |
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Marsh, Arlene 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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Morris, Jack, PRP, CFP, CSA Morris Financial Group Inc. 702 - 1661 Portage Ave. Winnipeg, MB R3J 3T7 |
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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. |
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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). |
| 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 |
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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. | |
| 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 |
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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 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. |
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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. |
| Clemes, Lorraine, B.A, M.Ed, Ed.D 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 |
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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 |
Phone: (416) 736-2100 Ext. 77277 Fax: (416) 650-4823 cfederic@yorku.ca |
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| Gabrieau-Zoppa, Penny M Penny M.Gabrieau & Associates 1406 University Avenue West Windsor, ON N9B 1B7 |
Phone: (519) 254-7521 |
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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 850 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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Johnson, Ian, B.Com, CFP, Mississauga On L5H 3y6 |
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| Jones, Kate, Kate Jones & Associates 258 Mississauga St Oakville, ON L6L 3B2 |
Phone: (905) 825-1456 www.skills4people.com
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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 Spera Financial Suite 508, 1 Eglington Ave East Toronto, ON M4P 3A1 |
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@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. |
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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. |
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Longhurst, Patrick, M.A., CFP, FCIA, FIA Longhurst and Jack Inc. Suite 850, 36 Toronto St. Toronto, ON M5C 2C5 |
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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. |
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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 |
| Mathew, George George Mathew & Associates 64 Wilshire Blvd. Woodbridge, ON L4L 6X2 |
Phone: (416) 850-7691 |
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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. |
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Martin, Charles CFP , BA Martin Wealth Management Ltd. 181 Frederick Street Kitchener, ON N2H 2M6 |
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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. |
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Metcalfe, Rebecca, R.N., B.Sc.N., M.Sc.N PRP Life Ventures Suite 2202, 85 Skymark Drive Toronto, ON M2H 3P2 |
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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. |
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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. | |
| 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 |
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Prime, Mary, CFP, EPC 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 aqServices 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 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. |
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Sinukoff, Elliot BA, PRP,B.Comm 145 King Street West Suite 2750 Toronto On M5H 1J8 |
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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. |
| 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. |
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| 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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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 | |
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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 "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 Area Of Specialization: |
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Vince, John H., BA, John H. Vince & Associates 35 Highland Park Drive Dundas, ON L9H 6G3 |
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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. |
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Watters, David, BA, MBA, FICB, CFP FundEX Investments Inc. 1788 Dry Pine Gate Mississauga, ON L5J 1C7 |
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Phone: (905) 823-7889 Fax: (905) 823-2448 dfwatters@rogers.com |
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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 |
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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) 776-9961 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 |
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Phone: (905) 628-8639 al@alwill.ca |
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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 |
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| 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 |
| 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 |
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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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Devji, Zul, CFP, PRP, B.Sc.CDFA Money Concepts 300 Terry Fox Drive Kanata, ON K2K 0E3 |
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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. |
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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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Johnson, David F., CFP, PRP, CSA Canadian Retirement Solutions Inc. 101 - 39 Robertson Rd. Ottawa, ON K2H 8R2 |
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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. |
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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. | |
| 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 |
