By MoneySense Staff on March 18, 2010 Estimated reading time: 1 minute
Find a fee-only planner in Manitoba
By MoneySense Staff on March 18, 2010 Estimated reading time: 1 minute
Fee-only planners in Manitoba.
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Sort by province: British Columbia | Alberta | Saskatchewan | Manitoba | Ontario | Quebec | PEIThe listing below is provided as a service only and the firms listed have not been screened or approved by MoneySense magazine or Canadian Business Online.If you are interested in being added to our listing, please contact [email protected] with your information.D. Robinson + Associates Inc.
Darryl Robinson
2165 Henderson Hwy, Winnipeg, MB, R2G 1P9, tel: (204) 663-1561
email: [email protected]
web: www.PlanningToRetire.ca
licensed to sell investment products: no
payment options:
• hourly fee: $150/hr
areas served: Winnipeg, MB
minimum account size: none
planner credentials: RSW, CFP, R.F.P.
areas of specialization:
• retirement planning
• financial education and counselling
• severance and pension counselling
Independent Financial Counsellors Inc.
51 Grady Bend Place, Winnipeg, MB, R2V 4X2, tel: (204) 786-8797 or (866) 491-0032
email: [email protected]web: www.ifcincorp.com/licensed to sell investment products: No
• hourly fee: $150/hr
Areas served: mostly Manitoba, but we have clients all over Canada
Minimum account size: none
Planner Credentials: CFP, R.F.P.
Areas of specialization:
• budgeting
• tax planning and preparation
• estate planning
• portfolio reviews and monitoring
Wellington West
200 Waterfront Drive, Suite 300, Winnipeg, MB, R3B 3P1, tel: (204) 925-5154
e-mail: [email protected]
web: www.wellwest.ca
licensed to sell investment products: no
payment options:
• hourly fee: $125 to $250/hr
areas served: Ontario, Manitoba, Alberta and B.C.
minimum account size: $1 million
planner credentials: BA, R.F.P., CFP, TEP, HBA, CIM