Owen Winkelmolen  |  PlanEasy

CFP®  |  Advice-Only 

Owen is an advice-only financial planner that specializes in retirement planning. If you are less than 10-years from retirement then you need a retirement plan. Owen can you help you build a detailed decumulation plan, helping you make the most of your retirement savings.

Retirement | Individuals | Couples

Services

• Review Your Retirement Plan: 1-Hour: $499+tax
• Customize Your Retirement Plan: 8-Weeks: $1,999+tax

Nicholas Hui  |  VAVE Financial Planning

P.Eng, CFP®  |  Advice-Only

As an Advice-Only Financial Planner, Nicholas focuses on holistic and unbiased planning, not tied to any type of product sale. Customized Comprehensive Financial Plans include budgeting, investing, tax planning, risk management, retirement, and estate planning. He offers Money Coaching with all his Financial Plans and gives access to an interactive platform for sharing information and ongoing planning.

Young Professionals | Families | Retirement

Services

• Comprehensive Plan: 3 payments of $975
• QuickStart Plan: 3 payments of $500

Gord Hunte  |  IFC Wealth Management

B.Ed., CFP®, CIM   |  Fee-Only

Gord helps business owners & professionals achieve early retirement without sacrificing lifestyle, while paying less in taxes and helping them manage risks in case of an emergency. Most people focus on wealth accumulation throughout their working years, giving very little thought to the distribution phase. This leaves many of them ill-prepared for retirement. He specializes in helping business owners & professionals create a clear distribution plan that they cannot outlive.

Professionals | Retirement

Services

• Comprehensive Financial Health Checkup – $499 one-time fee

• Comprehensive Financial Plan – $875 x 4 monthly payments

Russell J. Sawatsky  |  Money Architect Financial

CFP®  |  Advice-Only 

Russ, a financial planner specializing in providing comprehensive financial advice across Canada, caters to a diverse clientele. His services are ideal for employed individuals, self-employed but unincorporated professionals, pre-retirees, retirees, and both individuals and couples with or without children. Operating on an advice-only model with no products sold, Russ offers tailored financial guidance across five tiers, ranging from $1,050 to $3,000, based on income and net worth.

Retirement | Investment | Estate

Services

• Initial Plan – from $1,050 to $3,000, based on income and net worth.
• Monthly Retainer – $75 – $100

Russ Dyck  |  Finovo Financial Planning

CFP®  |  Advice-Only

Russ helps individuals and families achieve financial security and independence. He understands that managing personal finances can be complex and overwhelming. His mission is to simplify the process and provide personalized financial guidance that fits your unique needs. Whether you’re starting a family or planning for retirement he’ll be there to guide you. Russ will help you build a solid financial foundation and unlock the possibilities of a secure and prosperous future.

Individuals | Families

Services

• Plan Review – $500
• Quickstart Plan – $1350
• Clarity Plan – $2350

Shay-Marie Steacy  |  inBalance Financial Planning

CFP®  |  Advice-Only 

Shay helps Gen X&Y Canadians make sense of their money. Her goal is to help 30 and 40-somethings live their lives without the added stress of money! She has about 20 years of hands-on experience working with Canadians, and has gained valuable, real-life knowledge of the financial industry in Canada. She offers unbiased advice for a fee, rather than selling financial products you may or may not need!

Family | Individuals | Small Business Owners

Services

• 75-Minute Money Q&A session – $349 (tax included)
• 12-Week Personal Financial Transformation Program – $950+tax/month
• 4-Month Small-Business Owner Program, Integrating Personal and Business Finances

Allan Buckingham  |  Outdoor Life Planning

QAFP™  |  Advice-Only 

Allan (they/them) is an outdoor lifestyle-focused financial life planner and educator who works with people from all walks of life to help them make financial decisions. This way, they feel comfortable and secure living and playing in the outdoors now and in the future. Allan believes in personalized advice and plans tailored to each situation because there are no rules of thumb that account for your passion for climbing or the willingness to work a lower-paying job to be able to ski every single day of the winter.

Individuals | Families (however you define that🌈)

Services

• Plan Review or Customization
• Priced using a sliding scale model based on income

Sandi Martin  |  Sandi Martin Financial

BA, CFP®, FEA  |  Advice-Only 

Sandi’s goal as a financial planner is to help you achieve your financial dreams. She works with everyday people with the guts to go after the intense satisfaction of pursuing enough despite limited resources. She works with you to decide what your next chapter will look like.

Retirement | Families | Properties

Services

• Starter Financial Plan – from $2,700 for a first-time plan
• Custom Financial Plan – from $3,900 for a first-time plan
• Retirement Income Plan – from $4,200 for a first-time plan

Brandon Wiebe  |  Money Helps Financial Services

CFP®  |  Advice-Only 

Brandon Wiebe is a fee only financial planner looking to provide you with a better way to plan for your future. He wants to help people with their pressing financial questions. He gives you clarity by offering relevant education and a plan for your right now needs.

Retirement | Investment | Cash Flow

Services

• Self-Directed Financial Plan – $250 x 2 payments
• Custom Financial Plan – $800 Initial + 2 Payments of $750
• Advanced Financial Plan – $1,000 x 4 Payments

Chris Scheele  |  Forerunner Financial

QAFP™  |  Advice-Only 

Beyond the world of finance, Chris wants to help you and your family embark on your adventures, both financial and personal. He’ll work with you to achieve your goals and dreams, keeping in mind that life is best lived outdoors, surrounded by loved ones. So, whether it’s planning your next big trip, securing your family’s future, or simply sharing stories over a cup of coffee, Chris is here for you. Let’s connect, build a lasting relationship, and embark on this exciting journey together.

Family | Individuals

Services

• Financial Planning – $2,400
• Foundation Plan – $1,200

Bob Joyce  |  Fair Winds Financial Coach

CPA, CA, and CFP®  |  Advice-Only 

Bob has been working with people professionally to assist them with their tax and estate planning, financial and retirement planning, and wealth accumulation and management for nearly 50 years. He combines his professional designations with a personal approach that recognizes we are all unique, and deserve to be respected as such and treated accordingly.

Retirement | Estate 

Services

• Financial Consultation – $75 plus HST for each 30-minute time segment
• Financial Coaching – from $150 to $300 plus HST per three-month period.
• Financial Planning – from $1,500 to $4,000 plus HST

David Field  |  Papyrus Planning

CFP®  |  Advice-Only

David specializes in retirement income planning for individuals and couples who are close to making the income transition from working full-time to partial or full retirement. If you are thinking of retiring in the next five years or are already retired, he can help you. David also specializes in Canada Pension Plan and workplace pension decisions. David is an advice-only financial planner and does not sell any financial products and has no minimum asset requirements.

Retirement

Services

• Review Your Plan – $499+tax
• Comprehensive Plan – Individual – $1,999+tax
• Comprehensive Plan – Couple – $2,600+tax

Michael Deepwell  |  Lamp Financial

TEP, CPA, CA, CFP®  |  Advice-Only 

Michael is an independent financial practitioner and educator. He believes advice should be exclusively advice: unbiased, objective, and not contingent on product sales, quotas, or incentives. He provides services to a wide range of clients, including individuals, families, corporations, non-for-profits, partnerships, and trust. He enjoys simplifying complex financial topics with everyday examples and illustrations to help people.

Individuals | Families | Retirement

Services

• Tax Filing
• Retirement Planning
• Business Planning

Nick Giovannetti  |  EastCap Wealth Planning Inc

CFP® CLU® CHS® CCS  |  Fee-Only

Nick is a Certified Financial Planner® with a full Integrated Wealth Planning Team. His approach to financial planning centers around a deep understanding of clients’ goals and objectives, fostering long-term relationships built on trust and transparency.

Corporate | Professionals | Retirement

Services

• Retirement Income Planning: $2,500 initial engagement + $125/month for ongoing support
• Professionals & Corporations: $5,000 initial engagement + $199/month for ongoing support