Since I’m currently not taking on any new one-on-one financial counselling clients, I’ve compiled a list of other fee-only financial planners, investment coaches, accountants, and insurance brokers in Canada who may be a great fit for you and your needs.

Remember, when looking to hire a financial professional, make sure they have a relevant and well-known designation like Accredited Financial Counsellor Canada (AFCC®), Personal Financial Planner (PFP®), Qualified Associate Financial Planner (QAFP™), Certified Financial Planner (CFP®), Chartered Professional Accountant (CPA), Chartered Financial Analyst (CFA®), or Chartered Investment Manager (CIM®). Don’t hire a financial professional without clearly understanding their education, credentials, and experience first.

Please also note, I DO NOT have any referral relationships and cannot specifically recommend or endorse any professional listed below. Please do your own due diligence before choosing a specific professional to work with.

Looking for a robo-advisor, discount brokerage or no-fee bank in Canada? Here are a few lists to check out!

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