Canada
Fee-only advisors in Ontario
Largest Canadian fee-only concentration, centered in the GTA.
By the numbers
The Wellspent public graph lists 104 fee-only financial advisors serving 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
Advisors serving Ontario (104)
| 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 |