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Advisor

Jennifer Daniel

Guided Retirement Planning · Mississauga, Ontario, Canada

Jennifer Daniel is a fee-only financial advisor at Guided Retirement Planning in Mississauga, Ontario, Canada, who holds the CFP, CEA and BComm credentials. Jennifer charges a flat fee or retainer and a one-time planning fee (one-time plans from C$5,000) and focuses on retirement planning, tax planning and estate & legacy planning.

Flat fee or retainerOne-time planning fee Fee-only CFPCEABComm

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Specialties

Who they serve

  • Pre-retirees
  • Retirees

Facts

FirmGuided Retirement Planning
Based in Mississauga, Ontario, Canada
Fee modelFlat fee or retainer · One-time planning fee
Fees (firm's website)One-time plans from C$5,000
Works virtuallyYes
Accepting new clientsYes
CredentialsCFP · CEA · BComm
Websitewww.guidedretirementplanning.ca

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Tell Jennifer a little about what you're looking for. Jennifer isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.

Questions about Jennifer

Is Jennifer Daniel a fee-only financial advisor?

Yes. Jennifer Daniel is listed in the Canadian fee-only planners directory (a directory limited to fee-only planners).

How does Jennifer charge for financial advice?

Jennifer charges a flat fee or retainer and a one-time planning fee.

How much does Jennifer charge?

According to Guided Retirement Planning's website, checked October 28, 2026: one-time plans from C$5,000.

Does Jennifer work with clients virtually?

Yes. Guided Retirement Planning says on its website that it works with clients remotely.

Where is Jennifer Daniel based?

Jennifer Daniel is based in Mississauga, Ontario, Canada.

What does Jennifer specialize in?

Jennifer's specialties include retirement planning, tax planning and estate & legacy planning. Jennifer works with pre-retirees and retirees.

What credentials does Jennifer Daniel hold?

Jennifer Daniel holds the CFP, CEA and BComm credentials.

How do I contact Jennifer Daniel?

Through Jennifer's website, www.guidedretirementplanning.ca.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • Canadian fee-only planners directory : a directory limited to fee-only planners
  • Guided Retirement Planning website : specialties, clients served, and fees, checked October 28, 2026
  • Directory listing last checked April 21, 2026.

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