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 |
|---|---|---|---|---|
| Mathew Hall | Exponent Investment Management | Ottawa | CFP, CFA | Not listed |
| Monique Madan | UPotential | Toronto | CFP, FMA | Not listed |
| Murray Child | Opus Wealth Advisors Inc. | Waterloo | CFP, RFP | Percentage of assets |
| Owen Winkelmolen | PlanEasy Inc. | London | QAFP | One-time planning fee, Ongoing planning fee |
| Russell Sawatsky | Money Architect Financial Planning | London | CFP, CIM | One-time planning fee, Hourly |
| Sandra Mann | Money Coaches Canada | Burlington | MBA, CPA, CGA, QAFP | One-time planning fee, Ongoing planning fee |
| Scott Plaskett | IRONSHIELD Financial Planning | Toronto | CFP | Not listed |
| Andy Hammond | Hammond Financial | Ajax | CPA, CA | Hourly, One-time planning fee |
| Kathleen Daunt | New School of Finance | Toronto | Not listed | Flat fee or retainer, One-time planning fee |
| Paul Beck | plantoretire.ca | Hamilton | CFP, CFDS, FMA | Not listed |
| Ryan Kerr | Astrolabe Financial Group Inc. | Ottawa | CFA | Flat fee or retainer, Hourly |
| Stevan Dostanic | Astrolabe Financial Group Inc. | Ottawa | CFA | Flat fee or retainer, Hourly |
| Trevor Van Nest | Niagara Region Money Coaches | St. Catharines | CFP | Not listed |
| William Rychliwsky | Been There Financial Planning | Ottawa | QAFP, CHS, M.PL. | Flat fee or retainer, Hourly |
| Andrew W Bradley | AndrewWBradley.ca Financial Services | Ottawa | RRC | Not listed |
| Claudia Soler | Bright Light Coaching | Toronto | CSI-CAFA | Ongoing planning fee, One-time planning fee |
| Eric Vallee | Novel Financial | Toronto | CPA, CA, QAFP | Not listed |
| Jacquie Skinner | Premier Financial Planning Services | Midland | BA, CFP, RFP | Not listed |
| Lisa Zamparo | The Wellth Company | Toronto | CPA | One-time planning fee |
| Margaret (Peggy) Cameron | Cameron Leadership Development Inc. | Ottawa | CFP, RFP, MBA, FDS | Not listed |
| Mike Gomes | Team Up Planning Group Inc. | Vaughan | CFP | Not listed |
| Abraham Jacob | Fairwealth Financial | Brampton | MBA, CPA, CGA | Not listed |
| Anita Bruinsma | Clarity Personal Finance | Toronto | CFA | Not listed |
| Jessica Moorhouse | Not listed | Toronto | AFCC | Flat fee or retainer |
| Louai Bibi | Ecivda Financial Planning Boutique | Ottawa | Not listed | Not listed |
| Tim Nash | Good Investing | Toronto | Not listed | Not listed |
| William Morrison | Inverlochy Capital | Bobcaygeon | CFA | Percentage of assets |
| Amin Mawani | Not listed | Toronto | CFP, FP Canada Fellow, FCPA, CPA | Not listed |
| Bruce Wood | BW Financial Planning | Thorold | CFP | Not listed |
| Dan Lambert | Caldwell Wealth & Estate Advisory | Kingston | CFP, CIM, FCSI, CHS | Not listed |
| Elaine Martinez | MANE INSIGHTS | Innisfil | CFP, CIM, CIWM, FCSI | Not listed |
| Heather Franklin | Not listed | Toronto | CFP | Not listed |
| Janet Gray | Money Coaches Canada | Ottawa | CFP, EPC, CPCA | Not listed |
| John Palimaka | Polonus Financial Services | Ottawa (East) | CFP | Not listed |
| Lesley Poole | Next Chapter | Gananoque | CFP, CFDA | Not listed |
| Lisa Calleja | Sunrise Financial Planning | Stoney Creek | CFP | Not listed |
| Matthew Sears | T.E. Wealth | Toronto | CFP, CFA | Not listed |
| Meghan Chomut | Not listed | Shuniah | CFP | Not listed |
| Mike Travers | Plan2bewealthy | Dundas | BComm, CFP | Not listed |
| Rick Tomalty [full service with a fee-for-service option] | Caldwell Wealth & Estate Advisory Ltd. | Kingston | CFP, CLU, ChFC, CHS | Not listed |
| Rona Birenbaum | Caring for Clients | Toronto | CFP | Not listed |
| Sara Ready | Caring for Clients | Toronto | CFP | Not listed |
| Shannon Lee Simmons | New School of Finance | Toronto | CFP, CIM | Not listed |
| Tim Lew | Choice Asset Groups | Guelph | CFP, CHS | Not listed |
| Vince Murton | IMR Financial Planning Inc. | Toronto | CFP, CLU, TEP | Not listed |
| William (Bill) Green | William Green Fee Only Planner | Bracebridge | CFP, CIM | Not listed |
| William D. Jack | William D. Jack & Associates | Toronto | CFP, FCIA, CPCA | Not listed |
| Christopher Keeley | Inukshuk Capital Management | Toronto | CFA | Percentage of assets |
| Darryl Brown | You&Yours Financial | Toronto | CFA | Not listed |
| Judith Cane | Not listed | Ottawa | CHS | Not listed |
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.