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 |
|---|---|---|---|---|
| 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 |