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Canadian MoneySaver Professional Directory

Looking for a helping hand with your finances or investments? Canadian MoneySaver (CMS) has created an online directory to help you find the right person or group to meet your needs. Use this directory to discover financial professionals that offer the services or credentials that you are looking for. CMS members (link to login page) also get access to a spreadsheet allowing you to filter the data out any way you like for further ease of use. You wouldn’t buy an investment without looking at all of the options out there, so why would you look for an advisor any differently?
 
**Please note that this is an online directory only. Canadian MoneySaver cannot attest to the accuracy or completeness of any information provided in the directory. The inclusion of any individual or group is not to be viewed as a recommendation or endorsement by Canadian MoneySaver.**
 
Are you a financial professional who would like to be included in this directory? Learn more here.
 

Financial Advisors

Name

Fee

Type

Service Area

Licensed to sell Investments

CMS Contributor CredentialsContact
John De Goey Asset Based Licenced in 7 provinces (all but Sask, PEI and NFD)  Yes  Yes CIM, CFP, Fellow of FPSC

  416.216.6588 

1.844.777.5551

Website

Peter Brieger

Asset Based

ON, QC, NS, MAN, SASK, AB and BC

 Yes  Yes CFA

1-416-591-7100 or 1-800-387-0784

Website 

Warren MacKenzie Asset Based
ON, BC, AB, SASK
 Yes Yes
Registered Portfolio Manager

905 827 8540

Website  

Stephane Ruah Fee based or commission Worldwide Yes Yes CSC, Options

514-288-4018/

1-866-697-7174

Website

Keith Richards Fee only, based on asset allocation breakdown. ON, AB, MAN, BC, NB
 Yes  Yes CMT, CIM, FCSI 

 1 888 721 8736

Website

 

Scott Yates Flat Fee based on AUM and Investment Mandate  AB, BC, SK, MB, ON and PEI  Yes  Yes  CIM

1-403-221-0359

Website 

Becky Wong Commission Greater Vancouver Yes Yes CFP

778-227-7087

Website

Dan Bortolotti Fee-only (percentage of AUM, no commissions from investment products)  Licensed in all provinces except Quebec and PEI   Yes Yes Investment Advisor, CFP, CIM

(416) 203-0067

Website

Ed Arbuckle Fee for Service   No No CPA, TEP,FCA

519 884 7087

Website

Alan MacDonald Asset Based ON, AB, QC, BC, NS, USA Yes Yes CFA, CFP

1-613-788-8010

Website

Graham Byron Fee Based ON, BC Yes Yes CFP, CIM, FCSI 416 229 3314
Website
Steadyhand Low MER fee BC, ALTA, SASK, MAN, ON Yes Yes CFA, CFP, OTHER

888 888 3147

Website

Caroline Nalbantoglu

Fee Based Across Canada No Yes B.B.A., C. Adm.F.P., CFP, RFP.

514-798-4895 ext.1

Website

Colin Ritchie

Based on the Service BC, AB, ON, MB   Yes LL.B, CFP, CLU, FMA, TEP

778.233.8089

Website

Brenda Hiscock, Objective Financial Partner Inc.

Fee-only / advice-only / fee-for-service All provinces No No CFP, RHU Website

David Nicholson

Fee only, fee only with transaction charges/transaction charges only BC, AB, ON  Yes / Insurance too  No

Senior Investment Advisor/Retirement Planning Specialist/Estate Planning Specialist

250-380-7505

 Website

Allan Small

Flat fee or commission based depending  Across    Canada Yes Yes

PFP, FMA FCSI

416-332-3863

Website

Janet Gray

Fee Only  N/A No Yes

CFP, CHS

613-834-6639

Website

Lawyers

NameFee TypeService AreaCMS Contributor CredentialsContact
Steven Benmor
Based on the Service Toronto Yes Divorce/Mediation

416 489-8890

Website

Colin Ritchie
Based on the service
B.C  Yes LL.B, CFP, CLU, FMA

778.233.8089

Website

           
           
           
           
           
           

 

Accountants

NameFee TypeService AreaCMS Contributor CredentialsContact
Eileen Reppenhagen   BC Yes Quickbooks Advisor

604-943-7414

Website

 Kody Wilson Hourly Ontario  Yes CPA, CA, FPSC Level 1 Certification

613-694-4486

Website

           
           
           
           
           
           

 

 

Insurance

NameFee TypeService AreaCMS Contributor CredentialsContact
Rino Racanelli
Fee Based/Commission
ON, AB, BC Yes LUATC CIFC, and CSC

416-880-8552

Website

           
           
           
           
           
           
     

 

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