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

Business Directory

Financial Planning Firms / Investment Advisors / Insurance Providers - Ontario

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

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. - Ralph Umansky, CFP
Holistic Financial Planning for self-employed, contractor workers, small business owners and families.  Life, Critical Illness, Disability, Group Insurance, Mortgage and Investment Strategies.
        97 Saramia Crescent Suite 3, Financial Professional Centre, Concord, ON, L4K 4P7
        Tel:  (905) 532-0427    Fax:  (905)709-1900

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

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

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 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

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
        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
        110 Thirteenth Street, Etobicoke, ON, M8V 3H6
        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 Brokers Ltd., Paul Gaffney Broker
Home, Auto, Business, Travel Insurance
        1 - 589 Steven Crt, Newmarket, ON, L3Y 6X3
        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

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
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

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 Financial Services
A financial planning firm specializing in retirement, investment, insurance, tax and estate planning.
        117 Centrepointe Drive, Suite 208, Ottawa, ON, K2G 5X3
        Tel:  (613) 224-6561   Fax:  (613) 224-3608

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

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 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


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Revised: August 26, 2015

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