Business Directory
Financial Planning Firms / Investment
Advisors / Insurance Providers - National
1FC Insurance Inc.
Financial, Retirement, Estate and Tax Planning, Life, Disability, and
Critical Illness Insurance. No fee GIC Brokerage.
Tel: (905) 985-5236
1st Financial Centre Inc.
Comprehensive Wealth and Tax Management for High Net Worth Clients and
Businesses across Canada. Minimize Taxes!
Toll-free tel/fax:
1-877-775-3948
AEI Wealth Management-Professional Investment Services Canada - Elvine
Skoretz
Financial Planning Wealth and Risk Management
4802-51 Ave, Red
Deer, AB, T4N 4H3
Tel: (403)
340-2055 Fax: (403) 342-5410
Toll-free: 1-800-480-3572
Agility Financial
Helping our clients prepare for Rapid Economic Changes
#105 483 Main Street, Penticton,
BC, V2A 5C4
Tel: (250)
276-5424 Fax: (250) 276-3499
Arbetov Insurance and Wealth Management Inc.
203-640 West Broadway, Vancouver,
BC, V5Z 1G4
Tel: (604)
875-8878 Fax (toll-free): 1-866-249-5260
Assante Capital Management Ltd. - Angelo Vicere, CFA Senior Financial
Advisor
Investment & Tax Reduction Advice including RRIF/RRSP Meltdown and
Clawback avoidance strategies for retirees.
1289 Upper James Street, Hamilton,
ON, L9C 3B3
Tel: (905)
574-9900 Fax: (905) 574-9955
Toll-free: 1-866-418-9900
AttisCorp Financial Group, Inc. c/o Joel Attis, LL.B, CFP, TEP
Financial Advisory Firm, focused on wealth preservation & risk
management for business owners and professionals.
TD Canada Trust Building, 860 Main
St, Suite 500, Moncton,
NB, E1C 1G2
Tel: (506)
855-1155 Fax: (506) 855-1106
Toll-free: 1-800-850-7007
BestQuote
Travel Insurance Agency
Full service travel insurance agency with free online quotes of Canada's top
travel insurance companies
307-2277 E 30th Ave, Vancouver,
BC, V5N 5N1
Tel: (604) 433-3796
Toll-free: 1-855-237-8808
BMO Nesbitt Burns - Jeremy Hall
High net worth investment and advisory services for individuals and
institutions.
Peterborough,
ON, K9J 6Y5
Brandenburg
Capital Strategies/Worldsource Securities Inc
Independent, Fee Only, Securities Licensed,
Certified Financial Planner
184 Lisgar Street, Ottawa, ON, K2P 0C4
Tel: (613) 722-1200
Brenda Shanahan, BSW, MBA, CFP, F.Pl. "Your Financial
Counsellor"
"No strings attached" Independent Financial Advice
P.O. Box 71318, 2001 University B301,
Montréal, QC, H3A 3S9
Canaccord Wealth Management - Len Colman, CFP, CLU
Using a holistic wealth management approach to financial planning to
balance debt, insurance and investment portfolios.
Suite 305, 1688 - 152nd Street, White
Rock, BC, V4A 4N2
Tel: (604)
538-7951 Fax: (604) 538-9120
Canadian MoneySaver
Canadian MoneySaver has provided unbiased personal finance advice since
1981. Both a print and online edition available.
PO Box 370, 5540 Bath Road, Bath,
ON, K0H 1G0
Tel: (613) 352-7448
Canadian Term Insurance
Life, Health and Disability Insurance - Insure your mortgage and family
legacy effectively
#128 - 4500 Blakie Road, London,
ON, N6L 1G5
Tel: (519)
473-4549 Fax: (519) 652-1627
Toll-free: 1-866-943-4549
Canadian Vendex Financial Corp
Financial Planning Retirement Planning
Insurance Investments
2974
Eddystone, North Vancouver,
BC, V7H 1B9
Tel: (604) 929-2259
Fax: (604) 929-2910
Toll-free: 1-877-929-2259
Canfin Financial Group - Sophie Yang, CFP
102 - 2829 Sherwood Heights Dr., Oakville,
ON, L6J 7R7
Tel: (905) 829-0020 ext
527 Fax: (905) 829-0052
Toll-free: 1-888-539-4246
CIBC
Mutual Funds, RRSP, RESP, Mortgages, TFSAs and all kinds of financial
solutions for Canadians.
Toll-free: 1-800-465-3863
Mutual
Funds from CIBC
RRSP
Plans from CIBC
CIBC Wood Gundy - Dylan Olson
Complete Wealth Management services focused on tax, insurance, business
succession and estate planning strategies
200-32555 Simon Ave, Abbotsford,
BC, V2T 4Y2
Tel: (604)
864-3850 Fax: (604) 850-5391
Toll-free:1-888-744-0448
DBO Ventures Financial Services Inc
Vehicle title loans, secured refinancing, debt consolidation, RRSP
unlocking & investment advice
Vancouver,
BC
Toll-free Tel:
1-866-277-1048 Fax: 1-866-853-6991
Drayden
Insurance Ltd
Drayden Insurance is an Independent Insurance Brokerage with eight branch
offices in and around Edmonton, Alberta.
100-10310 124 Street NW, Edmonton,
AB, T5N 1R2
Tel: (780)
482-6300 Fax: (780) 488-0104
Dundee Private
Investors - Miguel Agostinelli
Financial Advisor
633 Colborne Street, Suite # 100, London,
ON, N6B 2V3
Tel: (519) 438-2171
Edward
Jones - Michael Low, CFP
Helping families
increase and protect their wealth with proven investment strategies and
strategic financial planning
344 Bloor St. West, Suite 207, Toronto,
ON, M5S 3A7
Tel: (416)
960-2407 Fax: (416) 922-5508
FDI
Financial Diagnostics Inc
Free online financial education, tools, opinions and strategic advice
720-999 West Broadway, Vancouver,
BC, V5Z 1K5
Tel: (778)
708-7908 Fax: 1-888-778-9476
Toll-free: 1-888 778-9413
Fimetrics Systems Ltd.
Personal Financial
Planning program (software application) concentrating on full tax (T1) accuracy
#8 - 4150 Parnell Road, Hornby
Island, BC, V0R 1Z0
Tel: (250) 335-0637
Fax: (250) 335-9153
Toll-free: 1-800-663-4088
Freedom 55 Financial - Geoffrey Robbins
Complete Financial Planning and Investment Advisor
Suite 307, 126 Wellington Street
West, Barrie, ON, L4N 1K9
Tel: (705) 728-5551 ext 459 Fax: (705) 728-0012
Toll-free: 1-800-287-8844
GICdirect.com
Financial Services Ltd.
Provides the best GIC and RRSP rates from 40 financial institutions. No
Fees. CDIC and CUDIC Insured.
101 - 1175 Cook Street, Victoria,
BC, V8V 4A1
Tel: (250)
592-7707 Fax: (250) 592-7330
Toll-free: 1-877-551-7283
Global Financial Marketing Corp - GFMC
GFMC is a membership based marketing company that facilitates the
distribution of lifestyle enhancing goods and services
80 Corporate Drive, Suite 201, Toronto,
ON, M1H 3G5
Tel: (416)
290-0205 Fax: (416) 290-0212
Toll-free: 1-866-942-4362
Haywood Securities Inc. - Aaron J Plaxton
Full Service Brokerage - Private Placements - Flow Through Shares - IPOS's.
Licensed in BC, AB, SK, ON, NS and YK.
2000 - 400 Burrard
St., Commerce Place, Vancouver, BC, V6C 3A6
Tel: (604)
697-7100 Fax: (604) 697-6199
Toll-free: 1-800-663-9499
Independent Investment Solutions
At IIS/IIS, we support our clients through all life’s ups and downs to
form lifelong relationships.
200-784 Taylor Creek Drive, Orleans,
ON, K1C 1T1
Tel: (613)
841-0944 Fax: (613) 841-0945
Toll-free: 1-800-792-9959
Industrial Alliance Securities Inc. - Frank Cassellis CFP
Full service securities dealer
203-450 The West Mall, Toronto,
ON, M9C 1E9
Tel: (416) 626-1224
Investment Planning Counsel
At IPC, our team of professionals will create a simple, realistic wealth
management strategy to help you live your dream
2680 Skymark Ave, Suite 700, Mississauga,
ON, L4W 5L6
Tel: (905)
212-9799 Fax: (905) 212-9798
Toll-free: 1-877-212-9799
Investors
Group Financial Services Inc. - Aaron Dressler CFP, EPC, CIM,
Financial Planning
104-238 Brownlow Ave, Dartmouth,
NS, B3B 1Y2
Tel: (902)
468-3444 Fax: (902) 468-2399
Toll-free: 1-800-667-3444
Investors Group Financial Services Inc. - Kris Keddy
102-647 Bedford Highway, Halifax,
NS, B3M 0A5
Tel: (902) 457-3050
Investors
Group Financial Services Inc. - Sunil Arora CFP
Wealth Management & Financial Planning Strategist for Small Business Owners.
24 Queen Street East, Suite # 200, Brampton,
ON, L6V 1A3
Tel: (905)
450-2891 Fax: (905) 450-9747
Toll-free: 1-866-799-2223
Jim Armiento - Financial Advisor in Ottawa
yourCFO is an independent, full-service investment dealer offering a full
range of financial products and services
2 Gurdwara Rd, Suite 104, Ottawa,
ON, K2E 1A2
Tel: (613)
224-5074 Fax: (613) 224-4112
JS
Harris Financial Inc. - Jeremy Harris
Retirement & Estate Planning
#213-1579 Sutherland Ave, Kelowna,
BC, V1Y 5Y7
Tel: (250)
861-4115 Fax: 1-866-775-9402
Les Services Financiers ALTA Financial Services Inc., Rita Calabrese, FSA
Group Insurance, Individual Insurance, Financial security advisor
8536 Cluny, St-Leonard,
QC, H1R 2X5
Tel: (514)
793-5877 Fax: (514) 593-5788
Macquarie Private
Wealth - Monica Julieta Weissmann
4100 Yonge St, Suite 500, North
York, ON, M2P 2B5
Tel: (416)
512-3658 Fax: (647) 343-1288
McGill Health Services
Provider of Private Health Services Plans and health insurance
301 1 Heath Street, Toronto,
ON, M4V
1T2
Tel: (416)
484-9921 Fax: (416) 981-8837
Toll-free: 1-877-624-4559
mintogrewal.com
Insurance / Living Benefits / Payroll
7418 Giroday Place, Delta,
BC, V4C 6L7
Tel: (604) 340-8165
Nakamun
Financial Solutions
Financial Solutions Integrating Effective Insurance & Investment
Strategies for Business Owners and Professionals
500 Portage Avenue, Suite 720, Winnipeg,
MB, R3C 3X1
Tel: (204)
774-9494 Fax: (204) 774-4466
Toll-free: 1-877-625-2686
Nelson Financial Consultants
Independent Financial Planning, Tax-Efficient Retirement Planning, Custom
Portfolio Management
147 Provencher Blvd., Unit 102, Winnipeg,
MB, R2H 0G2
Tel: (204)
956-0519 Fax: (204) 942-6890
Nitin Khanna - TD Waterhouse Private Investment Advice
Providing peace of mind wealth management solutions to affluent families
Mississauga,
ON, L4Z 3Z6
Tel: (905) 501-7670
Noya Golan Financial Services
Money Management Expert. Retirement & Investments, Corporate &
Individual Insurance/Planning, Tax & Estate Planning.
Montréal/West
Island, QC, H9R 2N1
Tel: (514)
660-6091 Fax: (514) 694-2038
Raymond James - Jim Coleman
Specializing in wealth management for business owners throughout Western
Canada
Suite 301, 1100 8th Ave SW, Calgary,
AB, T2P 3T8
Tel: (403)
266-0513 Fax: (403) 266-1135
Toll-free: 1-800-665-7986
RBC Dominion Securities - Moize Goulamhoussen
Full Service Wealth Management
200 Bay Street, Suite 3900, Toronto,
ON, M5J 2J2
Tel: (416) 842-8807
Richardson Partners Financial Ltd - Eddy Farina
Équipe Beauregard-Farina-Tourangeau
1250 René-Lévesque W, 19th Floor, Montréal,
QC, H3B 4W8
Tel: (514) 981-5727
Sergey
Koltunov
Insurance, Investment, Tax & Estate Planning
201 - 5811 Conney Rd., SouthTower, Richmond,
BC, V6X 3M1
Tel/Fax: (604) 639-6253
Smart Tax Strategies
Alternative Tax Saving Strategies to Recover
Most Income Taxes Paid or Owing
Toll-free: 1-866-454-1788
Sun
Life Financial - Unionville ON - Joe A Salib
Financial planning, Retirement & Estate planning, Tax planning,
Insurance
215- 50 McIntosh Dr, Markham,
ON, L3R 9T3
Tel: (416)
912-1818 Fax: (905) 415-8111
T.E. Mirador
FEE-ONLY (unbiased) financial planners and investment advisors
2020 University St., Suite 2100, Montréal,
QC, H3A 2A5
Tel: (514)
906-5895 Fax: (514) 845-9944
Toll-free: 1-877-845-3201
T.E.
Wealth
Fee-only financial planners and investment advisors
710-26 Wellington Street East, Toronto,
ON, M5E 1S2
Tel: (416)
366-1451 Fax: (416) 368-9801
Toll-free: 1-888-505-8608
T1Taxes.ca
Online income tax prepared by professionals
Tim Faunt, CFP
Objective, fee-only financial planning advice and education to help you
achieve your goals
645 - 7th Avenue SW, Suite 2400 (24th
Floor of Encor Place), Calgary, AB, T2P 4G8
Tel: (403)
538-3791 Fax: (403) 262-8789
Tousi Financial Planning Services
Estate and Financial Planning
227 -
1489 Marine Drive, West Vancouver,
BC, V7T 1B8
Tel: (604) 626-6462
Fax: (604) 626-1494
Wheatfield
Financial Group Inc.
Specialization in increasing net cash flow for individuals and businesses.
Tel: (416) 565-6520
World Financial Group - Danny Lee
845 Broad St., Suite 317, Regina,
SK, S4R 8G9
Tel: (306)
536-5049 Fax: (306) 352-2843
Worldsource Financial Management - Brad Blair
Financial Planning services, retirement planning, insurance, investments,
RESP, group benefits, tax strategies, TFSA's
340 - 2608 Granville Street, Vancouver,
BC, V6H 3V3
Tel: (604)
250-1295 Fax: (604) 874-9799
Toll-free: 1-866-874-4377
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Revised: February 02, 2012
