Federico, Catherine
York University
Retirement Planning Centre
4700 Keele Street
Toronto, ON
Phone: (416) 736-2100 Ext. 77277
Fax:&&&& (416) 650-4823
Gabrieau-Zoppa, Penny M
Penny M.Gabrieau & Associates
1406 University Avenue West
Windsor, ON
Phone: (519) 254-7521
Gangji, Karim
Donaldson Vincent Assoc. Ltd.
26 Lesmill Road, Unit #1
Toronto, ON
Area Of Specialization:
Consulting and actuarial work for employer sponsored pension plans and employee benefit plans. Post-employement benefits and accounting expensing.
Howes, Marie, BA, CFP, R.F.P, PRP,
MoneySmart Inc./Howes & Associates
43 Onaway Road
Mississauga, ON
Phone: (905) 274-4888
Fax:&&&& (905)-891-9446 - call before sending
Area Of Specialization:
Financial and Lifestyle planning for retirement on a fee for service basis.
Jack, William D., F.C.I.A., CFP
Longhurst and Jack Inc.
36 Toronto St. Suite 1000
Toronto, ON
Phone: (416)-815-7200Fax:&&&& (416) 360-3838
Area Of Specialization:
Financial and lifestyle planning for retirement on a fee for service basis.
Jutting, Catharina, CFP, CEBS, PRP
Fiscal Wellness Inc.
207 Huron Street
Stratford, ON
Phone: (519) 271-4461
Fax:&&&& (519) 271-0875
Area Of Specialization:
Financial Planner specializing in retirement income counseling and tax planning.
Licensed Level II Insurance and Mutual Funds. Certified Employee Benefit Specialist.
Klinkow, Mark, CFA, MBA, B.Com.
Foyston, Gordon & Payne Inc.
Suite 2600, 1 Adelaide Street East
Toronto, ON
Phone: (416) 362-4725 ext 265
Fax:&&&& (416) 367-1183
Area Of Specialization:
FGP is an investment counsel managing money for individuals, pension funds, endowments and charities. We use a value style and focus on preserving capital.
Lamb, Doug, CA, CFP, EPC
PlanWare Inc.
Suite 500, 120 Eglington Ave East
Toronto, ON
Phone: (416) 489-8500
Area Of Specialization:
Author and distributor of a Financial Planning Tool that provides comprehensive Financial Planning services for client of all sizes and complexities. Very efficient, and adaptable to each client with graphs and reports that are easy for clients to understand.
Lieberman, Av, PRP
The Retirement Education Centre Inc.
151 Frobisher Drive Unit # B-108
Waterloo, ON
Phone:(519)-576-1575
Fax:&&& (519)-576-5934
Area Of Specialization:
The Retirement Education Centre Inc. teaches a specialized program of generic retirement education and lifestyle transition planning to corporate employees and union members. This program is now being taught in the financial services industry.
Lohnes, Keith, B.A , M.T.S.
The Salvation Army
5 Tower Gate
Brampton, ON
Phone: (905) 794-0539
Area Of Specialization:
Specialist in planned giving, estate planning, personal finances. Seminars include: Power of Generosity, How to Choose a Good Charity, Financial Freedom, The Joy of Giving, Charitable Giving and Estate Planning.
Longhurst, Patrick, M.A., CFP, FCIA, FIA
Longhurst and Jack Inc.
Suite 1000, 36 Toronto St.
Toronto, ON
Phone: (416) 815-7200
Fax:&&&& (416) 360-3838
Area Of Specialization:
Financial and lifestyle planning for retirement on a fee for service basis. In particular, we have a systematic approach to making persion-related decisions.
MacDonald, Robin, BA, RIBO, CLU, PRP
PO Box 218 125 Northfield Drive W
Waterloo, ON
Phone: (519) 884-9907 Ext. 2609
Toll Free: 1-877-260-3892
Fax:&&&& (519) 888-6983
Marceau, Gilles, CLU, CFP, R.F.P., PRP
Gilles R. Marceau & Associates Inc.
54 Port Street West,
Mississauga, ON
Phone: (905) 267-1093
Fax:&&&& (905) 267-1094
Area Of Specialization:
Gilles Marceau is an accredited fee for service consultant in financial and retirement planning.
With more than 30 years of practical experience in the financial services industry, he provides to clients unbiased advice and counsel.
Martin, Charles CFP , BA
Martin Wealth Management Ltd.
181 Frederick Street
Kitchener, ON
Phone: (519) 569-7800
Fax:&&&& (519) 569-7264
Toll Free: 1-800-665-0986
Area Of Specialization:
I am the owner of a diversified, comprehensive financial planning organization rangin from professionals in taxation, financial planning, estate planning, investment management, divorce specialist and other outstanding personnel.
Matheis, Harry, EPC
Matheis Financial Group
1101 Kingston Road Suite 150
Pickering, ON
Phone: (905) 837-2600& Ext. 16
McDermott, Les, CFP, RFP, FMA, FCSI, RRC
Assante Wealth Management
201 N.Front St, Suite 1401
Sarnia, ON
Phone: (519) 332-3201
Murchie, Vince, CLU, CFP
Programmed Insurance Brokers Inc.
49 Industrial Drive
Elmira, ON
Phone: (519) 669-1631
Fax:&&&& (519) 669-1923
Area Of Specialization:
Specializing in retirement income planning as well as benefits programs and insurance for the self-employed.
O'Donnell, Jill
IRIS Consulting for Seniors
66-1262 Don Mills Rd
Toronto, ON
Otar, Jim C. CFP, CMT, P.ENG
96 Willowbrook Road
Thornhill, ON
Phone: (905)) 889-7170
Prime, Mary, CFP,
Prime Consulting
102 Dunedin Dr.
Etobicoke, ON
Phone: (416) 410-9337
Fax:&&&& (416) 410-9337
Area Of Specialization:
Fee for service financial planning to individuals and groups going through change, example - job loss, retirement, career change, widowhood or divorce. In addition, retirement and financial planning workshops to employees and groups.
Prospero, Betsy, CFP, PRP
Fiscal Wellness Inc.
207 Huron St.
Stratford, ON
Phone: (519) 271-4461
Fax:&&&& (519) 271-0875
Rechil, Susan, CFP, PRP, R.F.P.,PL.Fin
E.E.S. Financial& Services Ltd.
6090 Highway #7 East
Markham, ON
Phone: (905) 471-1337 ext. 227
Fax:&&&& (905) 471-5296
Area Of Specialization:
E.E.S. is Canada's oldest fee-only financial planning firm. In business strictly to provide educational programs and consulting services to clients. Services include financial planning, retirement planning, tax and estate planning.
Russell, Rick, CFP
D E Thomas Financial Corp.
14 Landry Avenue
Scarborough, ON
Phone: (416) 694-3480
Schettler, Dennis FCIA, FSA
Schettler Consulting Group
99 Chestnut Hills Parkway
Toronto, ON
Phone: 416-988-1429
Area Of Specialization:
Specializing in employee presentations of retirement planning and pension plans, CPP, OAS.
Sinukoff, Elliot BA, m
Dejardins Securities
145 King Street WestSuite 2750
Toronto On
Phone: (416) 867-2041
Fax:&&&& (416) 867-9516
Area Of Specialization:
Elliot is committed to his clients and offers 18 years of expertise in several areas: portfolio strategy, tax favoured investing, asset allocation, college funding, insurance, retirement strategies and estate planning.
Smith, Stephen B.H., BA, PRP, CEB, CFP
York Minster Insurance Brokers Ltd.
1 - 16 Caldwell Street
Port Hope, ON
Phone: (905) 885-4977
Fax:&&&& (905) 885-2556
Toll& & 1-800-668-1751
Area Of Specialization:
Personal financial planner specializing in insurance for life, disability, critical illness, long term care, health and group benefits - useful articles available on our website.
Toyne, David
Steadyhand Investment Funds
161 Bay Street Suite 2700
Toronto, ON
Phone: (416) 572-2809
Area Of Specialization:
Straight forward lineup of no-load, high conviction funds. Our fees are low, our porfolios are concentrated in our manager's best ideas, focusing on making money, not tracking an index.
Tremblay, Hélène PRP
125 Northfield Dr. West
PO Box 218,
Waterloo, ON
Phone: 1-877-260-3892Fax: 1-800-346-3842
Venning, Mark& C.M.F.
Change Rangers
Unit 132 - 1300 Marlborough Crt.
Oakville, ON
Phone: (905) 845-2653
&Envision the Promise of Longevity&
Area Of Specialization:
Presentations, advisory, research and Blog on issues related to longevity in the 21st century. Active aging, health/home care, work in later life, financing longevity and generational collaboration.
Welch John
Toron Investment Management
590 King St West Suite 200
Toronto, ON
Phone: (416) 645-8750
Fax:&&&& (416) 977-7650
Wheeler, Judith,
BSW, MSW, RSW
In-Touch Consulting
65 Cameron Ave.
Phone: (519) 776-7831
Fax:&&&& (519) 776-7831 (call first)
Area Of Specialization:
Retirement Lifestyle Coach providing Retirement Lifestyle Planning at its best!
Services include private consultations, retirement lifestyle planning seminars, lifelong learning series and guest speaking. Advocate for seniors.
Al Will & Associates Inc.
130 Grant Blvd.
Dundas, ON
Phone: (905) 628-8639
Wong, Marilynn
21 Redstone Path
Etobicoke, ON
Phone: (416)-998-5308
Yuming, Zhang
Donaldson Vincent Assoc. Ltd.
26 Lesmill Road, Unit #1
Toronto, ON
Area Of Specialization:
Actuarial valuations for employer defined benefit pension plans. Investment consulting for small employer pension plans.
NORTHWESTERN ONTARIO - SUDBURY
NAME & ADDRESS
PHONE/FAX/E-MAIL/SPECIALIZATION
Cartier, Linda, CFP, RFP, FDS, ECP, PRP
Academy of Financial Divorce Specialists.
1546 Bellevue Avenue
Sudbury, ON
Phone: (705) 525-7526
Fax:&&&& (705) 525-4632
Area Of Specialization:
Financial Decisions Inc. provides independent lifestyle financial, retirement, tax and estate planning to help clients meet their goals.
Fee for service planning as well as financial product sales. Full disclosure.
Cartier, Melanie PRP
Academy of Financial Divorce Specialists
1546 Bellevue Ave.
Sudbury, ON
Phone: (705) 525-7526
Fax:&&&& (705) 525-4632
Lindsay, John R., CDP, PRP
Academy of Financial Divorce Specialists
1546 Bellevue Avenue
Sudbury, ON
Phone: (705) 525-7526
Fax&&&& :(705) 525-4632
Area Of Specialization:
Financial Decisions Inc. provides independent lifestyle financial, retirement, tax and estate planning to help clients meet their goals.
Fee for service planning as well as financial product sales. Full disclosure.
NAME & ADDRESS
PHONE/FAX/E-MAIL/SPECIALIZATION
Conroy, Nancy, PRP, MA
The Conroy Group Inc.
Suite 100 - 708 Parkdale Ave.
Ottawa, ON
Phone: (613) 729-2796
Fax:&&&& (613) 729-7910
Area Of Specialization:
The Conroy Group Inc. specializes in retirement and life planning services. Products include LIFESCAPE, a holistic retirement planning webtool, and annual annotated bibliography on retirement literature, and various training products.
Hamilton, Ingrid, MBA, CFP, PRP
Planovation Group
151 Robson Court Suite 2A
Kanata, ON
Phone: (613) 592-5967
Fax:&&&& (613) 599-5510
Area Of Specialization:
Planovation Group prepares, customizes and delivers pre-retirement courses as well as pension and benefits seminars to employees in both the government and private sector. Individual consultations offered on retirement, finance and pensions.
Poirier, Jacques M.
Coughlin & Associates Ltd.
466 Tembley Road
Ottawa, ON
Phone: (613) 231-7203
Fax:&&&& (613) 369-4275
Area Of Specialization:
Jacques provides retirement counselling services to employee groups and RPP's administered by Coughlin & Associates Ltd. across Canada.
He is licensed for both mutual funds and life insurance products in Ontario, Quebec, Manitoba and British Columbia.
NAME & ADDRESS
PHONE/FAX/E-MAIL/SPECIALIZATION
Dennis Barry L. EPC, P.R.P.
Dennis Financial Inc.
944 Prospect Street
Fredericton NB
Phone: (506) 452-8464
Fax:&&&& (506) 455-4527