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Financial Planning Firms / Investment Advisors - Ontario

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Business Directory -> Ontario Financial Planning Firms / Investment Advisors / Insurance Providers

Business Directory

Financial Planning Firms / Investment Advisors / Insurance Providers - Ontario

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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
       

Aegon Dealer Services - Napanee
Financial Planning, Life Insurance, CI and DI Insurance
        164 John Street, Napanee, ON, K7R 1R5
        Tel:  (613) 354-2197    Fax:  (613) 354-6861
       

Ampex General Insurance Broker
Auto/Home/Commercial Insurance, Whole Life, Disability Insurance, CI and Long Term Care Insurance, Group Benefits.
        712-714 Gordon Baker Road, Toronto, ON, M2H 3B4
        Tel:  (416) 831-8898
       

Anil Sharma CFP
Advanced Tax planning for corporations, self employed and persons in high tax bracket using CRA rules for life insurance
       
499 Ray Lawson Blvd Unit 34, Brampton, ON, L6Y 4E6
        Tel:  (416) 560-4318 Fax:  (905) 459-5484
        Toll-free:  1-855-459-2525
       

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
       

Assante Capital Management Ltd. - David Phipps, Senior Financial Advisor
David is a financial advisor helping individuals and families achieve their financial planning goals.
        550 - 1600 Carling Avenue, Ottawa, ON, K1Z 1G3
       

Assante Capital Management Ltd. - Sergio Vial, CFP, Senior Financial Advisor
Wealth management and financial planning for business owners, self-employed professionals and families.
        2725 Queensview Drive, Suite 300, Ottawa, ON, K2B 0A1
        Tel:  (613) 729-7526
       

Assureflex Corporation
Health Spending Account Trustees and Administrators
        Post Office Box 81, Strathroy, ON, N7G 3J1
        Tel:  (519) 245-3283
        Toll-free (Ontario only):  1-866 928-6511
       

BestPlan Financial Strategies Inc.
Financial Planning , Investments, Life Insurance, Critical Illness, Disability
        97 Saramia Crescent Suite 3, Financial Professional Centre, Concord, ON, L4K 4P7
        Tel:  (905) 532-0427    Fax:  (905)709-1900
        Toll-free:  1-866-377-5777
       

Bill Kosyk CFP.  BCU Wealth Management /Qtrade Asset Management
Family Investment advisor with Tax, Retirement and Estate Planning
        249 Kenilworth Avenue North, Hamilton, ON, L8H 4S4
        Tel:  (905) 544-7776 x4002    Fax:  (905) 545-9662
        Toll-free:  1-877-763-8903
       

Blair Kean, Certified General Accountant
Tax planning, tax preparation, investment planning, insurance planning, estate planning
        5000 Yonge Street, Suite 1901, Toronto, ON, M2N 7E9
        Tel:  (647) 478-5560
       

Blue-Collar-Financial-Planning - Terry Johnston, CFP
Financial, Retirement, Estate Planning, Life, Disability, and Critical Illness Insurance
        431 Bayview Dr. Suite 1, Barrie, ON, L4N 8Y2
        Tel:  (705) 721-7781 ext 232   Fax:  (705) 721-1556
        Toll-free:  1-866-721-7781
       

BMO Nesbitt Burns - Ahsan Khan & Asif Khan
Wealth Advice including Investments, Retirement, Income Generation and Estate Planning
        1 Nelson St. West, 2nd Floor, Brampton, ON, L6X 3E4
        Tel:  (905) 455-4091    Fax:  (905) 455-5616
        Toll-free:  1-800-533-8849
       

BMO Nesbitt Burns - Larry J. Kourtis, B.Comm, CMA
Specializing in Tax Strategy Investing. Growing your wealth in the most tax efficient ways.
        3835 Bloor Street West, Etobicoke, ON, M9C 1K9
        Tel:  (416) 231-3066    Fax:  (416) 231-6809
       

BMO Nesbitt Burns - Mark Provost, CFP
Investment & Financial Planning
        863 Brown's Line, Toronto, ON, M8W 3V7
        Tel:  (416) 259-5122    Fax:  (416) 259-2344
        Toll-free:  1-800-293-5686
       

BMO Nesbitt Burns - Michelle Miles, FMA, PFP
Full financial planning and investment management - reduced fees, tax savings
        925 Taunton Road East, Oshawa, ON, L1H 7K5
        Tel:  (905) 576-8630    Fax:  (905) 576-8631
        Toll-free:  1-800-785-0255
       

Burgeonvest-Bick Securities Limited - Mary Dawn Davy, CIM,CFP,EPC
Tax & Wealth Management; Income Strategies: Severance & Pension Analysis - GICs Mutual Funds, Stocks, Bonds, Insurance
        1100-21 King Street West, Hamilton, ON, L8P 4W7
        Tel:  (905) 528-6505 x 250    Fax:  (905) 528-3540
        Toll-free:  1-888-866-3608
       

Canada Retirement Information Centre Inc.
Retirement Income, Tax and Estate Planning for those retired or about to be.
        212 - 1827 Woodward Drive, Ottawa, ON, K2C 0P9
        Tel:  (613) 225-2020    Fax:  (613) 225-3424
        Toll-free:  1-800-524-7743
       

Capital Planning (Affiliated with Independent Planning Group Inc.)
Full financial planning
        A304-555 Legget Drive, Kanata, ON, K2K 2X3
        Tel:  (613) 271-2108    Fax:  (613) 270-9540
       

Celesta Financial Inc
Independent brokerage company providing personal insurance, investment and banking products
        50 Burnhamthorpe Road West, Suite 401, Mississauga, ON, L5B 3C2
        Tel:  (289) 232-1280    Fax:  (289) 232-1080
       

Charlebois & Associes
Wealth management, Retirement planning, Minimizing Probate fees
        201-2495 Lancaster Rd., Ottawa, ON, K1B 4L5
        Tel:  (613) 521-2745    Fax:  (613) 737-7775
       

CIBC Wood Gundy, KarpiukSmith Group
   
     181 Bay St. Suite 600, Toronto, ON, M5J 2V8
        Tel:  (416) 369-8915    Fax:  (416) 369-8718
        Toll-free:  1-800-387-1865
       

CSU Financial Group
A Certified Financial Planner working within the financial services and insurance industry for over 16 years
        81 Glenwood Drive, Brantford, ON, N3S 7N1
        Tel:  (519) 752-8956    Fax:  (519) 751-2883
        Toll-free:  1-866-865-8785
       

Daniel Hanzelka The Wealthgate Group Inc.
Fee Based Financial Planning, Wealth Management, Money Coaching
        103 - 3000 Steeles Ave. E., Markham, ON, L3R 4T9
        Tel:  (416) 875-1505
        Toll-free:  1-888-246-0777

Daniel Wealth Management Group - RBC Dominion Securities
Full Wealth Management and tax planning
        181 Bay Street suite 2350, Toronto, ON, M5J 2T3
        (416) 842-3589
       

deGraaf Financial Strategies - Leony deGraaf, EPC
Retirement & Estate Planning Specialist
        769 Old York Rd, Burlington, ON, L7P 4X8
        Tel:  (905) 632-9900    Fax:  (905) 632-4131
        Toll-free:  1-800-775-7047
       

Devries Financial - Scott Devries
An integrated wealth management solution for high net worth people
        120-1101 Prince of Wales Dr., Ottawa, ON, K2C 3W7
        Tel:  (613) 226-9888    Fax:  (613) 226-9887
        Toll-free:  1-888-723-2773

Dollars and Cents Investments Inc
Mutual Funds, GICs, Tax Prep, Insurance, Mortgages, Bookkeeping
        421 Sandwich Street South, Amherstburg, ON, N9V 3K8
        Tel:  (519) 736-4811
        Toll-free:  1-888-250-3938
       

Dundee Securities Corporation - Michael Cornacchia
Wealth Management Firm
        2075 Kennedy Road, 5th Floor, Toronto, ON, M1T 3V3
        Tel:  (416) 412-8031    Fax:  (416) 412-8054
       

E.J.Kennedy Financial - Ted Kennedy CFP, EPC, CAFA
Estate & Succession Planning Specialist. Cert.Fin.Planner - Connecting & Working with Families, Business Owners & Farmers
        Ilderton, ON, N0M 2A0
        Tel/Fax:  (519) 666-0901
       

EFS Erwin Financial Services
Financial Planning tax and E-File
        107 Shaughnessy Blvd, Toronto, ON, M2J 1J6
        Tel:  (416) 727-0191    Fax:  (905) 731-9759
       

Errors and Omissions Insurance Canada
Errors and Omissions insurance provided to Canadian Professionals
        101-3100 Steeles Ave E, Markham, ON, L3R 8T3
        Tel:  (416) 728-6806    Fax:  1-888-760-5854
        Toll-free:  1-888-400-4814
       

Expert Financial Services
Financial Planning and Investments - 30 Minutes Can Change Your Life
        Ontario
        Tel:  (416) 723-3226

Faiella Financial Group - Ken McClure
Full suite of financial planning and insurance services.
        Sudbury, ON
        Tel:  (705) 969-1871
       

Family Wealth Concepts Ltd.
Financial Planning, Specialty in Planning for Small- Business Owners
        6 - 6981 Millcreek Drive, Mississauga, ON, L5N 6B8
        Tel:  (905) 363-0777
       

Field Wolfson Financial
Security and Growth Built on Trust
        1810 - 393 University Ave., Toronto, ON, M5G 1E6
        Tel:  (416) 369-2956    Fax:  (416) 369-2956
       

Financial Health Management Group Inc.
Retirement Income/Wealth Management/Health Advocacy/Family Business/Estate Planning Specialists
        703 Evans Avenue, Suite 302, Etobicoke, ON, M9C 5E9
        Tel:  (416) 620-0466    Fax:  (416) 849-0590
       

Firstchoice Financial Inc.
        101-2197 Riverside Drive, Ottawa, ON, K1H 7X3
        Tel:  (613) 795-8008    Fax:  (613) 731-3813
        Toll-free:  1-888-731-3815
       

Fiscal Agents Savings and Investment Centre
No-fee GIC deposit Broker
        25 Lakeshore Rd West, Oakville, ON, L6J 1C6
        Tel:  (905) 844-7700
        Toll-free:  1-866-434-7225
       

Focus Financial Planning Services - Edward Hill
Financial Planning, Life and Health Ins, Plans, RRSPs, IPPs, Tax Planning and Returns
        2284 Parkglen Ave, Oakville, ON, L6M 4R3
        Tel:  (416) 903-6287
       

Freedom 55 Financial - Chris McCart
   
     5575 North Service Rd, Suite 500, Burlington, ON, L7L 6M1
        Tel:  (905) 332-3400 ext 419    Fax:  (905) 332-3999
       

Freedom 55 Financial - Jordan McLoughlin
   
     255 Dufferin Ave, Suite 30, London, ON, N6A 4K1
        Tel:  (519) 435-7986    Fax:  (519) 435-7999
       

Freedom 55 Financial - Sean Pickard
Full financial planning, investments, retirement planning, life, disability, critical illness, & health insurance.
        1465 Pickering Pkwy, Suite 300, Pickering, ON, L1V 7G7
        Tel:  (905) 831-3600 ext. 236    Fax:  (905) 831-3171
        Toll-free:  1-800-791-1324
       

Freedom 55 Financial - Stephen McKay
I provide full service financial planning in the areas of life insurance, living benefits, and investments.
        20 Corporate Park Drive, Suite 200, St. Catharines, ON, L2S 3W2
        Tel:  905-682-2651
        Toll-free:  1-888-209-3650
       

Gary F.J. McDonald CA CFA
Financial, Investment & Taxation Planning
        4177 LaStrada Heights, Mississauga, ON, L5C 3V1
        Tel:  (905) 273-4263    Fax:  (905) 273-4263
       

Grand Financial Planning
Customized written financial plans designed to put your mind at ease.
        122 Charing Cross Street, Suite #1, Brantford, ON, N3R 2J1
        Tel:  (519) 758-8488    Fax:  (519) 758-8004
        Cambridge Tel:  (519) 621-4664
       

Grand Valley Financial - Richard Nardone
Financial Planning, Insurance, Group Benefits and Pensions
        88 Mission Road, Brantford, ON, N3S 0A4
        Tel:  (519) 732-8881    Fax:  (519) 752-1121
       

Gurmeet S Arora, Certified General Accountant
Contact us for all your accounting, tax planning, financial planning and bookkeeping needs
        3300 McNicoll Avenue, Suite 207, Toronto, ON, M1V 5J6
        Tel:  (416) 332-8458    Fax:  (416) 640-2312
       

Horseshoe Tax & Bookkeeping Services
Income Tax Returns, Bookkeeping, and Fee-only Financial Planning Services
        174 Stanley Street, Suite 101A, Brantford, ON, N3S 7S3
        Tel:  (519) 759-4844    Fax:  (519) 759-4840
        Toll-free:  1-866- 928-4844
       

ICD Insurance, Paul Gaffney Broker
Home, Auto, Business, Travel Insurance
        16700 Bayview Ave., Unit 214, Newmarket, ON, L3X 1W1
        Tel:  (647) 292-2900    Fax:  (905) 478-2269

Independent Planning Group Downtown Kingston - Janet Pringle, B.Sc., CLU, CFP
Full financial planning services
        204 Princess Street, Kingston, ON, K7L 1B2
        Tel:  (613) 548-3031    Fax:  (613) 548-7306
        Toll-free:  1-800-465-2043
       

Investors Group Financial Services Inc. - Beth Bontigao-Kasik
Retirement Planning, Tax Planning, Investment Planning, Estate Planning, Risk Management, Mortgage Planning
        1020 - 1 City Centre Dr., Mississauga, ON, L5B 1M2
        Tel:  (905) 306-0031    Fax:  (905) 306-0039
        Toll-free:  1-800-305-2031
       

Investors Group Financial Services Inc. - Jennifer Carter
Comprehensive Financial Planning for Individuals and businesses
        295 The West Mall, Suite 700, Etobicoke, ON, M9C 4Z4
        Tel: (416) 695-8600 x 4848
        Cell: (416) 844-4434
        Toll-Free: 1-888-397-5795
       

Investors Group Financial Services Inc. - Ken Thomas, PFP, FMA
Financial, Insurance, Tax and Estate Planning. Provides written Financial Plans
        245 The West Mall Suite 700, Etobicoke, ON, M9C 4Z4
        Tel:  (416) 695-8600    Fax:  (416) 695-4840
       

Investors Group Financial Services Inc. - Lawrence Siddall
Tax and Estate Planning, Investment and Retirement Planning, Cash and Insurance Planning
        100-1113 Jade Court, Thunder Bay, ON, P7B 6M7
        Tel:  (807) 345-6363
       

Investors Group Financial Services Inc. - Mary Ann J. Lara, FCSI, CGA, CFP
Tax and Estate Planning, Investment and Retirement Planning, Cash and Insurance Planning
        105-305 Milner Avenue, Toronto, ON, M1B 3V4
        Tel:  (416) 292-7229    Fax:  (416) 292-7230
       

Investors Group Financial Services Inc. - Patrice Graham-Brown, CPCA
Providing for tax efficient retirement and transfer of wealth at estate time
        10A - 17310 Yonge St, Newmarket, ON, L3Y 7R9
        Tel:  (905) 895-6718    Fax:  (905) 895-5581
        Toll-free:  1-888-565-9996
       

Investors Group Financial Services Inc. - Richard D'Souza
Comprehensive Financial Planning and Wealth Management
        306 - 6733 Mississauga Road, Mississauga, ON, L5N 6J5
        Tel:  (416) 737-4762
       

Investors Group Financial Services Inc. - Shannon MacDonald
Retirement & Investment Planning, Insurance, Tax Reduction, Cash & Debt Management
        40 Hines Rd, Ottawa, ON
        Tel:  (613) 591-7639
       

IPC Investment Corporation - Joe Carpenter CFP
Fee Based Financial Planning
        219 Silvercreek Pkwy N., Unit 7, Guelph, ON, N1H 7K4
        Tel:  (519) 767-6669    Fax:  (519) 767-1549
        Toll-free:  1-888-421-7915
       

Japa International Capital Asset Management
The firm provides Asset management as well as Estate and Succession planning services to individuals and corporations.
        Constitution Square, 340 Albert St. 13th floor, Ottawa, ON, K1R 7Y6
        Tel:  (613) 745-9177
       

Jennings Financial Group
   
     7620 Yonge Street, Suite 200, Thornhill, ON, L4J 1V9
        Tel:  (905) 508-2284    Fax:  (905) 508-5576
        Toll-free:  1-800-844-7914
       

Keith A Jackson, CFP, CGA
Tax and Financial Services for Individuals and Small Businesses
        1379 Langley Circle, Oshawa, ON, L1K 0E2
        Tel:  (905) 576-7520    Fax:  (905) 725-9400
       

Lester Financial Services Inc.
Complete financial planning services since 1989
        1701 Woodward Drive, Suite LL-16, Ottawa, ON, K2C 0R4
        Tel:  (613) 729-0342    Fax:  (613) 729-0057
        Toll-free:  1-800-577-3458
       

Life Value Financial
Retirement Planning
        1115 Tall Pine Avenue, Oshawa, ON, L1K 2X9
        Tel:  (905) 231-2077    Fax:  (905) 231-1741
       

Life Wealth Planners - RBC Dominion Securities
Wealth Management Solutions including Investments, Insurance, Estate and Financial Planning
        95 King Street, 3rd Floor, Waterloo, ON, N2J 5A2
        Tel:  (519) 747-5596    Fax:  (519) 747-1808
        Toll-free:  1-800-265-8720
       

Lighthouse Money Management Inc., Dean Whalen
Insurance and Investment Planning, Socially Responsible Investment Advice.
        124 Courthouse Square, Goderich, ON, N7A 1M8
        Tel:  (519) 524-5222 x2    Fax:  (519) 524-1379
        Toll-free:  1-888-805-7868

Living Life Cycles Inc.
Transition support consulting company
        73 Popham Lane West, RR 4, Brighton, ON, K0K 1H0
        Tel:  (613) 475-9478 x 1    Fax:  (613) 475-0531
        Toll-free:  1-888-552-1860
       

Magid Girgis, RHU - Financial Advisor
Investment and Insurance Advisor
        9050 Yonge Street, Suite 500, Richmond Hill, ON, L4C 9S6
        Tel:  (416) 219-7256    Fax:  (905) 886-1548
       

Manulife Securities - Jean-Claude Villemaire, Pl. Fin.
Investment, Tax and Estate Planning specialist
        1900 City Park Drive, Suite 508, Ottawa, ON, K1J 1A3
        Tel:  (613) 746-7200    Fax:  (613) 746-7282
        Toll-free:  1-888-256-2900
       

Manulife Securities Inc. - Carlo DeLuca
        1521 Upper Ottawa St., Unit 4, Hamilton, ON, L8W3J4
        Tel:  (905) 318-7488
       

Manulife Securities Incorporated & Manulife Securities Insurance Inc.
Vic Sarju, Investment Advisor & Life Insurance Advisor
Full Service Advisor: Stocks, Bonds, Mutual Funds, GICs, New Issue. Life insurance, Segregated Funds and Annuities.
        2560 Gerrard Street East, Suite 204, Toronto, ON, M1N 1W8
        Tel:  (416) 686-6127
       

Mary E. Robertson, CFP, EPC, FDS
The Financial Divorce Specialist is an experienced financial planner who is trained in issues related to divorce.
        73 Popham Lane West, RR 4, Brighton, ON, K0K 1H0
        Tel:  (613) 475-9478 x 1    Fax:  (613) 475-0531
       

MerrickWealth.com
Individual Pension Plan and Employee Benefit Consultant
        131 Beecroft Road, Suite 1608, Toronto, ON, M2N 6G9
        Tel:  (416) 854-1776
       

Michael Ho
Specialize in health insurance and group insurance
        650 Highway 7 East, Suite 200, Richmond Hill, ON, L4B 2N7
        Tel:  (416) 806-8238    Fax:  (905) 889-8927
       

Mohammed A. Panju CA Professional Corporation
Accounting, Tax Planning and Financial Planning
        180 Brodie Drive, Suite 3, Richmond Hill, ON, L4B 3K8
        Tel:  (416) 795-1214    Fax:  (416) 913-2314
       

Mortgage Alliance Company of Canada - Pramod Chopra
Residential Mortgages, Re-Financing and Debt Consolidation coupled with Wealth Building Planning
        1105-4727 Sheppard Ave E, Toronto, ON, M1S 5B3
        Tel:  (416) 855-4100
       

Nanda Tax And Financial Services
Specialized in Individual Tax planning, Bookkeeping, Personal & Corporate returns, PST and WSIB returns, Free Consult
        26 Bunchgrass Place, Brampton, ON, L6R 2K1
        Tel:  (416) 420-1294
       

Parkview Financial
Never pay tax on Investment Income you don't need
        500 -- 150 Ferrand Drive, North York, ON, M3C 3E5
        Tel:  (416) 863-6719    Fax:  (416) 863-5157
       

Patrick D. Shepherd, CGA, CFP
Accounting, income tax (personal & corp), financial planning, bookkeeping, payroll service, Quickbooks support
        402 Chestnut Street, Dunnville, ON, N1A 2H5
        Tel:  (905) 774-3659    Fax:  (905) 774-4051
       

Paul Healy - Accounting & Tax Services
        9 Adelene Crescent, St. Catharines, ON, L2T 3C6
        Tel:  (905) 734-4533    Fax:  (905) 734-4866
       

Personal Wealth Management - FundEX Investments Inc.
Financial and Investment Planning
        St. Catharines, ON
        Tel:  (905) 328-0934

Pillar Retirement Group
Support, Strength, Stability for all Your Financial Planning Needs.
        120 King St. W. Suite 1010, Hamilton, ON, L8P 4V2
        Tel:  (905) 527-1465    Fax:  (905) 527-5168
        Toll-free:  1-800-317-9224
       

Plan Your Future
Tax sheltering for Incorporated and small businesses
        79 Wilson Street, Oakville, ON, L6K 3G4
        Tel:  (905) 338-7689    Fax:  (905) 338-0831
       

Plineo, Albertson & Company (Div of Investors' Alliance Corporation)
Specializing in owner managed businesses-Providing Unique Tax & Financial Coaching
        40 - 1110 Finch Avenue West, Unit 1046, Toronto, ON, M3J 3MJ
       

Potvin, Rowland Financial Services
A financial planning firm specializing in retirement, investment, insurance, tax and estate planning.
        Ontario

Premier Financial Planning Services
Jacquie Skinner BA, CFP, R.F.P specializes in Financial Planning, Investment Planning and helping clients in transition.
        373 Midland Ave, Midland, ON, L4R 3K8
        Tel:  (705) 527-6705    Fax:  (705) 527-1988
       

Primerica Financial Services - Frank De Lio
Helping families become Debt Free and Financially Independent
        90 Nolan Crt, Unit 44, Markham, ON, L3R 4L9
        Tel:  (905) 947-9798    Fax:  (905) 947-4577
        Toll-free:  1-800-309-7086
       

Punch Lui, CPA RPA
        15 Sims Crescent, Suite 200, Richmond Hill, ON, L4B 1C9
        Tel:  (289) 800-1881    Fax:  (416) 273-3323

Quantum Wealth Management - Stan Peirson
Wealth and Health Planning. Financial and Insurance Advice
        50 Steeles Ave. W., Milton, ON, L9T 6S5
        Tel:  (905) 878-8059    Fax:  (905) 878-6570
       

Queensbury Strategies Inc.- Samir Stasi
Investments, Tax , Retirement, Estate Planning and Risk Management (Life, Disability, Critical Illness Insurance).
        69 Yonge Street, 2nd Floor, Toronto, ON, M5E 1K3
        Tel:  (647) 477-2033    Fax:  (416) 866-8123
       

Raymond James Ltd - Christian Jaehn-Kreibaum
Comprehensive Financial Planning for pre-retirees and retirees.
        447 Dundas Street West, Unit #3, Trenton, ON, K8V 3S4
        Tel:  (613) 394-8200    Fax:  (613) 394 8205
        Toll-free:  1-877 394 8203
       

RBC Dominion Securities - McKay Wealth Management
   
     17120 Leslie Street, 2nd Floor, Newmarket, ON, L3Y 8J7
        Tel:  (905) 895-4296
        Toll-free:  1-800-263-5514
       

RBC Dominion Securities - Moize Goulamhoussen
Full Service Wealth Management
        200 Bay Street, Suite 3900, Toronto, ON, M5J 2J2
        Tel:  (416) 842-8807
       

RBC Dominion Securities - Nancy Woods
       
Investment Advice
        5140 Yonge St,  Suite #2120, Toronto, ON, M2N 6L7
        Toll-free:  1-800-361-7459

Ryan Lamontagne Inc. - Marc Lamontagne, CFP, R.F.P., FMA
Ottawa's largest fee-based financial planning firm
        2249 Carling Ave, Suite 304, Ottawa, ON, K2B 7E9
        Tel:  (613) 596-3353
       

Shabbir Safri
Insurance Broker and Mutual Funds Representative
        1515 Britannia Rd East, Suite 308, Mississauga, ON, L4W4K1
        Tel:  (647) 200-9762
       

SmartGreen Financial Planning
Financial planner specializing in low-cost, risk-managed ethical investing choices. Fee based on performance targets.
        242 Sorauren Avenue, Toronto, ON, M6R 2G2
        Tel:  (416) 873-2915
       

Sun Life Financial Services - Robert Lewis
        Financial services
        1900 - 5775 Yonge Street, North York, ON, M2M 4J1
        Tel:  (416) 512-0400    Fax:  (416) 512-8526
       

Sun Life Financial - Allan Dalley CFP CLU ChFC
Experience, integrity, great team support, combined with a passion to help you succeed.
        23 Lamadeleine Blvd., Embrun, ON, K0A 1W0
        Tel:  (613) 370-0388
       

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
       

Sunrise Financial Planning
fee only financial planning that provides an unbiased approach to meeting your life goals
        1195 Limeridge Road East, Hamilton, ON, L8W 1E9
        Tel:  (905) 296-1075
       

Synergy Life Financial
Trusted source for Investments, Insurance, Health Spending Accounts and Employee Benefits
        92 Caplan Avenue, Suite 234, Barrie, ON, L4N 0Z7
        Tel:  (705) 434-0562    Fax:  1-866-274-1751
        Toll-free:  1-866-274-1595
       

Ten Star Financial Inc. - Lawrance Radmore, CFP
Financial Planning via products, services and strategy selection.
        Ottawa, ON
        Tel:  (613) 860-6669    Fax:  (819) 663-2716
        Toll-free:  1-888-741-5351
       

TEN STAR Financial Services Wane MacDow Branch Manager
Financial Planning, Investments, Life Health Disability Long Term Care Insurance, Group Benefits, Estate Planning
        206-1729 Bank Street, Ottawa, ON, K1V 7Z5
        Tel:  (613) 247-9170    Fax:  (613) 247-1578
        Toll-free:  1-877-622-8384
       

Time & Money Planners
Time & Money Planners is a firm dedicated to providing tax-advantaged innovative solutions to help our clients.
        202 - 219 Colonnade South, Ottawa, ON, K2E 7K3
        Tel:  (613) 723-6663    Fax:  (613) 225-2685
       

Tuscan Wealth Management
Investments, Life Insurance, CI and DI. Tax and Estate Planning, Full Service Financial.
        1629 Askin Avenue, Windsor, ON, N9B 3S4
        Tel:  (519) 972-6061    Fax:  (877) 889-6061
        Toll-free:  1-877-889-6061
       

Unity Wealth Management
GICs --Tax Preparation for Individuals, Business and Corporations -- Estate Planning -- Accounting
        1 Queen St., Suite 102, Entrance off Division St., Cobourg, ON, K9A 1M8
        Tel:  (905) 372-3535    Fax:  (905) 372-5074
        Toll-free:  1-866-972-3535
       

Venner Financial Services
I provide personal and self-employed tax returns starting from $25.
        608 Upper Sherman Ave, Hamilton, ON, L8V 3M2
        Tel:  (905) 512-2311
       

Victor Green GTS Financial Advisors
   
     12906 Lemire, Tecumseh, ON, N8N 4W1
        Tel:  (519) 735 9136    Fax:  (519) 735 0078
       

Wealth Advisory Group
Syndicated Mortgage Investments - Earn an 8% Fixed Annual Rate of Return (RRSP)
        8-695 Markham Road, Toronto, ON, M1H 2A5
        Tel:  (647) 330-5075
       

Wernham Wealth Management Inc.
'advice that is right on the money'
        431 Boler Road, Suite 6, London, ON, N6K 2K0
        Tel:  (519) 670-3177    Fax:  1-866-855-9819
       

Whitley Financial Services
Providing individual financial advice and insurance as well as business partnership health benefit and pension plans
        41 Dundas Street West, P.O. Box 280, Trenton, ON, K8V 5R5
        Tel:  (613) 392-1283    Fax:  (613) 392-0901
        Toll-free:  1-800-663-1384
       

Wickham Investment Counsel - Lin Mackrael
Discretionary, fee-based investment counsel/portfolio management. Registered with Ontario Securities Commission.
        4 Hughson St. S., Ste. 205, Hamilton, ON, L8N 3Z1
        Tel:  (905) 847-7673    Fax:  (905) 528-3567
       

Woodgate Financial Partners & IPC Investment Corporation
Comprehensive Financial, Investment, Insurance, Tax & Estate Planners
        36 Toronto St., Suite 1000, Toronto, ON, M5C 2C5
        Tel:  (416) 348-9900
       

 

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Revised: April 22, 2014

 

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