List
Fee-only financial advisors in Ontario
Toronto is Canada's largest fee-only market, and Ontario's advisor graph skews toward cross-border practice. Every advisor on this list is fee-only under the Wellspent definition.
Fee-only onlyOntario
By the numbers
The Wellspent public graph lists 104 fee-only financial advisors in Ontario at 79 firms, most in Toronto, Ottawa and Markham. 71% hold the CFP certification. Of the 59 with fees on file, 83% charge one-time planning fee.
- Advisors listed
- 104
- Firms
- 79
- Cities
- 34
- Hold the CFP
- 71%
- Other credentials: CFA 14% · CPA 13% · ChFC 1%
- How they charge (of 59 with fees on file): one-time planning fee 83% · ongoing planning fee 61% · flat fee or retainer 56% · hourly 51%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
104 matching advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Andrea Thompson | Modern Cents | Toronto | CFP, CRPC, CLU, CHS | Flat fee or retainer, Ongoing planning fee |
| Andrew Dobson | Objective Financial Partners Inc. | Markham | CFP, CIM | Flat fee or retainer, Hourly |
| Anna Golan-Reznick | Objective Financial Partners Inc. | Markham | CFP | Flat fee or retainer, Hourly |
| Brenda Hiscock | Objective Financial Partners | Toronto | CFP, RHU | Flat fee or retainer, Hourly |
| Hannah McVean | Objective Financial Partners | Markham | CFP, CIM | Flat fee or retainer, Hourly |
| Jason Heath | Objective Financial Partners Inc. | Markham | CFP | Flat fee or retainer, Hourly |
| Jeff McCartney | Objective Financial Partners Inc. | Markham | CFP, CFDS, MBA | Flat fee or retainer, Hourly |
| Meri-Li Forrest | Be Wealthy Financial Coaching Inc. | Oakville | CFP, CIM | Flat fee or retainer, One-time planning fee |
| Michael Barichello | Parallel Wealth Financial Group | Kitchener | CFP, CLU, FMA, CHS | Flat fee or retainer, One-time planning fee |
| Nancy Grouni | Objective Financial Partners Inc. | Markham | CFP | Flat fee or retainer, Hourly |
| Ryan Kurtz | Objective Financial Partners Inc. | Markham | CPA, CFP | Flat fee or retainer, Hourly |
| Thuy (Twee) Lam | Objective Financial Partners | Markham | CFP | Flat fee or retainer, Hourly |
| Vikki Brown | Modern Cents | Mississauga | CFP, CRPC | Flat fee or retainer, Ongoing planning fee |
| Ziad Sahuri | Parallel Wealth Financial Group | Ottawa | CFP | Flat fee or retainer, One-time planning fee |
| Michael Spivak | Not listed | Toronto | CFP, CPA, CMA | Hourly, Flat fee or retainer |
| Ayana Forward | Retirement in View | Ottawa | CFP | One-time planning fee, Ongoing planning fee |
| Brandon Davies | Objective Financial Partners Inc. | Markham | CFP (Canada), CFP (U.S.), CIM, CLU | Flat fee or retainer, Hourly |
| Chris Ferris | Ryan Lamontagne Inc. | Ottawa | CFP, CFA | One-time planning fee, Percentage of assets |
| Chris Merrick | Merrick Financial Inc. | Toronto | CFP, QAFP | Hourly, One-time planning fee |
| Chris Ryan | Ryan Lamontagne Inc. | Ottawa | CFP, CFA | One-time planning fee, Percentage of assets |
| Jason Simpson | Trailway Wealth Advisors | Ottawa | CFP, CIM, CIWM | Percentage of assets, One-time planning fee |
| Jennifer Daniel | Guided Retirement Planning | Mississauga | CFP, CEA, BComm | Flat fee or retainer, One-time planning fee |
| Karen Richardsdon | Spring Financial Planning | Kenora | QAFP | One-time planning fee, Ongoing planning fee |
| Liz Schieck | New School of Finance | Toronto | CFP | Flat fee or retainer, One-time planning fee |
| Marlene C. Buxton | Buxton Financial For Retirement | Toronto | CFP, CLU, RRC, Chartered Financial Planner | Flat fee or retainer, One-time planning fee |
| Mike Bayer | Strategic Analysis Capital Management Inc. | Mississauga | CFP, CIM, FCSI | Hourly, Percentage of assets |
| Nicholas Hui | VAVE Financial Planning | Markham | CFP, TEP, MBA, P.Eng | Flat fee or retainer, One-time planning fee |
| Thomas Venner | Not listed | Hamilton | CFP, CEA | Hourly, Percentage of assets |
| Anna Knight | Simplicity Financial | mississauga | CFP | One-time planning fee, Ongoing planning fee |
| Cherise Berman | Bespoke Financial Consulting Inc. | Toronto | CA, CFP, RFP, TEP | Hourly, Ongoing planning fee |
| Ed Rempel | Unconventional Wisdom & Advice Inc. | Brampton | CFP, CPA, CMA | One-time planning fee, Percentage of assets |
| Heather Holjevac | Heather Holjevac, The Holjevac Group | Mississauga | CFP, CDFA, EPC, FP Canada Fellow Distinction | Not listed |
| John Stocking | Evidence Based Finance | Toronto | CIM, CIWM, PFP | One-time planning fee, Ongoing planning fee |
| Matthew Ardrey | TriDelta Financial | Toronto | CFP, FMA, CIM | Percentage of assets, One-time planning fee |
| Sandi Martin | Sandi Martin Financial Planning | Gravenhurst | CFP | Flat fee or retainer, Hourly |
| Seun Adeyemi | SA Capital Advisors Inc. | Whitby | CKA, CFP | Flat fee or retainer, Hourly |
| Susan Stefura | Bespoke Financial Consulting Inc. | Toronto | CFP, RFP, TEP, FCSI | Hourly, Ongoing planning fee |
| Aaron Buchner | Cactus | Kingston | CFP | Flat fee or retainer, Percentage of assets |
| Ahmed Mahiyan | Nextgen Financial Planning Inc. | Mississauga | CFA, CFP, CMT, MFin | Flat fee or retainer |
| Joe Barbieri | Joe the Investor | Toronto | CFA, BCom, BASc (Civil Eng) | Flat fee or retainer, Ongoing planning fee |
| Paul Duxbury | Duxbury and Associates | Cambridge, Kitchener, Waterloo, Guelph | CFP, FCIA | Hourly, One-time planning fee |
| Richard Predham | Impact Financial Planning Inc. | Ottawa | CFP, BBA | Flat fee or retainer, One-time planning fee |
| Adam Fisch | Stewart & Kett Financial Advisors | Toronto | JD, CFA | Ongoing planning fee, One-time planning fee |
| Alex Hadjisophocleous | Forest Financial Planning | Ottawa | CFP, CFA, MBA | Hourly, One-time planning fee |
| Chris Fliesser | Fliesser Financial | Ottawa | PFA, P.Eng. | Flat fee or retainer, Hourly |
| Doug Dahmer | Retirement Navigator | Burlington | MBA, CFP, TEP | Not listed |
| Gordon Stockman | Efficient Wealth Management Inc. | Mississauga | CPA, CA, CFP, CIM | Not listed |
| Gregory Dobson | Retirement Navigator | Etobicoke | CMA, CPA, CFP, EPC | Not listed |
| Jason Abbott | WEALTHdesigns.ca | Toronto | CFP, CLU, TEP | Not listed |
| Jean-Marie Chan Kin | Money Coach JM | North York | MBA, CPA, CFP | Flat fee or retainer, One-time planning fee |
About this list
Any fee-only advisor whose profile matches this list's filters appears here automatically, and the list updates as profiles change. Nobody pays to be included or to rank higher.
More in the methodology.