Find a fee-only planner in British Columbia

Sort by province: British Columbia | Alberta| Saskatchewan| Manitoba | Ontario | Quebec | PEI The 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. Anne Brandt Personal Financial Consulting Anne Brandt 3108 Patullo Cres., Coquitlam, BC, V3E 2R2, tel: (604) 552-1696 email: [email protected] web: www.annebrandtfinancial.com licensed to sell investment products: no payment options: • hourly fee: $150/hr • set fee for plans: $800 to $1,500 areas served: Vancouver area and the Lower Mainland minimum account size: none (does not manage assets) planner credentials: CFP, R.F.P., PFP areas of specialization: • retirement planning • severance and early retirement packages • pension decisions • income tax planning and preparation Ben Davies Financial Planning 201 – 1819 Beaufort Ave., Comox, BC, V9M 1R9, tel: (250) 339-5776 email: [email protected] web: http://bendavies.com/ licensed for: securities, ETFs, insurance payment options: • hourly fee: $150/hr • fixed fee plans $250 – $1,500 (depending on content, complexity) • fee-based asset management: price range depending on account size, risk profile areas served: primarily Vancouver Island but licensed in BC, AB, MB, ON minimum account size: generally $250,000 but negotiable planner credentials: BA CFP areas of specialization: comprehensive financial planning CMG Financial Education (A Division of Camelot Management Group) #203 – 1370 Beach Drive, Victoria, BC, V8S 2N6, tel: (250) 592-8021 email: [email protected] licensed to sell investment products: no payment options: • flat fee per assignment areas served: Vancouver Island, the Lower Mainland and Southern B.C. minimum account size: none planner credentials: CFP, R.F.P. areas of specialization: • primarily financial educators • will work with individual clients, but specialty is workshops and seminars for private and public sector organizations Dixon, Davis & Company 1027 Pandora Avenue, Victoria, BC, V8V 3P6, tel: (250) 413-3230 email: [email protected] web: www.dixondavis.com licensed to sell investment products: no payment options: • hourly fee: $200/hr • annual retainer: $2,500 (includes preparation of basic income tax returns for family members) • by project: $1,800 minimum areas served: Victoria, Vancouver Island, Gulf Islands, Vancouver, Kamloops (all in B.C.) and Calgary, Alta. minimum account size: none planner credentials: R.F.P., CFP areas of specialization: • retirement and estate planning • cash flow and taxation management • pension planning Facet Advisors Wealth Strategies Inc. Suite 200, 8837 201 Street Langley, BC V2Y 0C8 tel: (604) 534-3004 email: [email protected] web: www.facetadvisors.com licensed to sell investment products: no payment options: • Hourly or flat fee; varies depending on service required areas served: minimum account size: none planner credentials: Professional staff carry credentials such as CFP, CLU, CA, CGA, TEP, CPA areas of specialization: • Comprehensive financial planning for professionals, entrepreneurs and business owners, including cross border planning for US citizens and cross border businesses Libra Investment Management Inc. Norbert Schlenker 130B Bittancourt Road, Salt Spring Island, BC, V8K 282, tel: (250) 538-1641 email: [email protected] web: www.libra-investments.com licensed to sell investment products: no payment options: • hourly fee: $250/hr areas served: any Canadian location outside Quebec minimum account size: $200,000 planner credentials: CFA, CFP, CIM, FMA LifeDesign Financial Karin Mizgala 400-1681 Chestnut St, Vancouver BC V6J 4M6 Tel (604) 880-4143 email: [email protected] web: www.lifedesignfinancial.ca and www.womensfinanciallearning.ca licensed to sell investment products: No • hourly fee: $200/hr • project: $1,000-$3,500 areas served: Canada wide minimum account size: none planner credentials: MBA, CFP, BA Psych areas of specialization: • transition and retirement planning • financial coaching and counselling for women and couples • financial planning for therapists, coaches and healing professionals • financial education workshops for women Macdonald, Shymko & Company LTD Fee Only Financial Advisors 510 Burrard Street, Suite 950, Vancouver, BC, V6C 3A8, tel: (604) 687-7966 email: [email protected] web: www.macdonaldshymko.com licensed to sell investment products: no payment options: • hourly fee: $40 (assistant) to $230/hr • percentage of assets under management: • $500,000 and under: 1.12% • $500,000 to $1 million: (0.98%) • $1 million or more: 0.72% areas served: B.C., Alberta and Ontario minimum account size: none planner credentials: R.F.P., MBA, CMA, TEP, CIM areas of specialization: • comprehensive financial planning Money Matters Sheila Walkington Vancouver, BC , tel: (604) 716-5375 email: [email protected] web: www.moneyreallymatters.ca licensed to sell investment products: no payment options: • hourly fee: $150- $200/hour • set fee for coaching packages: $1,500 – $2,500 areas served: Vancouver area and the Lower Mainland also phone coaching – anywhere in Canada minimum account size: none planner credentials: CFP areas of specialization: • Debt management • Couples finances • Planning home purchases MSC Financial Services (Affiliated with Macdonald Shymko & Company) 1221 Lonsdale Ave, Suite 204, North Vancouver, BC, V7M 2H5, tel: (604) 988-9876 email: [email protected] web: www.macdonaldshymko.com licensed to sell investment products: no payment options: • hourly fee: $200/hr • percentage of assets under management: 1% or less, for monitoring portfolios areas served: North Vancouver minimum account size: none planner credentials: BBA, CFP, R.F.P. areas of specialization: • tax and retirement planning • asset allocation Smarter Financial Planning LTD Derek Moran 472 Sarsons Road, Kelowna, BC, V1W 1C2, tel: (250) 450 – 9766 email: [email protected] web: www. smarterfinancialplanning.ca/ licensed to sell investment products: no payment options: • hourly fee: $150+ /hr areas served: all minimum account size: none planner credentials: R.F.P. areas of specialization: • tax • retirement planning • estate planning Tim Paziuk TPC Financial Group Ltd. 760 Hillside Ave., Victoria, BC, V8T 1Z6, tel: (250) 385-0058 | toll free: (888) 315-0058 email: [email protected] planner credentials: CFP, CLU, ChFC areas of specialization: planning for incorporated professionals Vancouver Financial Planning Consultants Inc. 800 West Pender Street, Suite 1600, Vancouver, BC, V4P 1J2, tel: (604) 685-1938 email: [email protected] web: www.vfpc.ca/ licensed to sell investment products: no payment options: • hourly fee: $250/hr • annual retainer: $2,000 areas served: Vancouver and the Lower Mainland minimum account size: none planner credentials: CFP, R.F.P., CA, CFA areas of specialization: • personal financial planning • non-residence issues • personal tax matters YOU FIRST Financial & Benefits Consultants Ltd. Odette Morin 501-1200 Burrard St. Vancouver, BC V6Z 2 C7 (604)878-0702 email: [email protected] web: http://www.you-first.com Licensed to sell investments: yes Payment options: Fee only: Hourly fee $250 / hour or annual all inclusive fee ranging from $2500 to $4000 / year Fee-based: ranging from 0.75% to 1% of assets under management Areas served: based in Vancouver, but serving British Columbia, Alberta, Ontario, Québec & Newfoundland Minimum account size: none Planner credential: CFP, CLU Areas of expertise • retirement planning including cash flow analysis, planning & monitoring, investment allocation and selection, in-depth tax planning, Canadian & USA tax return, holistic financial planning for the highly financially motivated individuals.

Find a fee-only planner in British Columbia

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