Directory of Financial Advisors Resources

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Financial Advisors help individuals set and achieve their long-term financial goals, through investments, tax planning, asset allocation, risk management, insurance, retirement and estate planning.

Resources in This Category

• Advocis

  http://www.advocis.ca/
  Site of the Financial Advisors Association of Canada, a voluntary association of professional insurance and financial advisors. Lists membership information, programs and services.

• Andrew Johns

  http://andrewjohns.ca/
  Financial adviser for Raymond James in Vancouver, BC, providing financial services for institutional and high net worth clients.

• Britton Bell Allard Delcourt

  http://www.yourlifeyourplan.ca/
  Wealth management team with Scotia McLeod in the Okanagan area, BC. Provides customized client portfolios, services and solutions for each client's unique requirements.

• Credit Counseling Canada.

  http://creditcounsellingcanada.ca/
  A non-profit forum for credit counseling agencies and provincial Orderly Payment of Debt programs. Offers a profile, credit help, creditor information, member agencies, cross-Canada credit help links, news and contact details.

• Financial Planning Standards Council - Certified Financial Planner

  http://www.cfp-ca.org/
  The Canadian regulatory organization awarding the Certified Financial Planner designation. Offers information about financial planning, the CFP designation, how to obtain it and a search function to find those so certified.

• GEM Financial Group Inc.

  http://www.gemfinancialgroup.ca/
  Brokers and consultants on employee, retiree, insurance and financial plans.

• Janea Bellay - Performance Financial Services

  http://www.janeabellay.com/
  Sells life insurance, critical illness insurance, investments, RRSPs, RESPs, mutual funds as part of a full financial planning process. Saskatoon, SK.

• Mckinnon Wealth Management

  http://www.mckinnonwealthmanagement.com/
  Specializing in retirement planning, investing and all types of insurance products.

 

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