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 |
|---|---|---|---|---|
| Kristine Beese | Untangle Money | Toronto | MBA, P.Eng, CSC | Not listed |
| Parish Bhumgara | PHB Financial | Mississauga | PFA | Not listed |
| Steven Arnott | Ripple Financial Planning | Toronto | CFA, MBA | Not listed |
| Viraj Trivedi | Clearview Consulting Inc. | Greater Toronto Area | CPA, CA, CBV | Not listed |