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Financiere Sun Life, Placements Financiere Sun Lif...
Referral from
Mar 18, 2016
Christine R.:
Hey ladies. I am looking to get new life insurance. Are there any brokers on here who can help me?
Jennifer O.:
Good Morning Christine, I am an advisor with SunLife and would be more then happy to help you. Please feel free to look me up on my FB... McAuley Financial Svc
Referral from
Jun 04, 2017
Wendy M.:
Help! Looking for a Financial Planner in the Kanata area
Someone that can teach us how whip our finances and budget into place like...
Rose C.:
Angela Houle, McAuley Financial is amazing. http://mcauleyfinancial.com Frequently Mentioned on Social Media
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Referral from May 1, 2017
Katie O. asked:
Looking for recommendations for a financial planner. Thanks :)
Cathie L. replied:
Donna Voisin. She is in Kemptville and amazing. Personal service with a focus on education as well.
Cathy W. replied:
Jamie Lynn Young is great!
Dayani C. replied:
Amy Tang, really savvy and reliable
Helena D. replied:
Hi Katie, How can I be of service? Helena https://www.facebook.com/RetireRightCanada
Vickie S. replied:
Katie I would be happy to speak with you to explain my experience and process 613-288-2500 is my office number
Lesley C. replied:
Susanne Najim 613 729 3222 ext 225. She is great!
Susan E. replied:
I would recommend Barb Gladwish.
Tamara A. replied:
Grace Moyer Campbell
Stacey D. replied:
I totally and completely recommend Www.judithcane.com she is 100% authentic and great at what she delivers to her clients. Judith Cane
Judy D. replied:
Agree with Lesley - Susanne Najim 613 729 3222 ext 225
Shannon M. replied:
Hi Katie. I'm a Certified Financial Planner with 11 years' experience, and I'd be happy to chat and see what you are looking for, and how I may be able to help. http://advisor.investorsgroup.com/en/shannon_macdonald
Lana D. replied:
Jordan Stroud is a really good financial planner!
Steph W. replied:
Tatyana Burylova is fantastic!
Kathy M. replied:
Shanna Slater is really good.
Rose C. replied:
Angela Houle of McAuley Financial in Kanata is amazing. http://mcauleyfinancial.com
Beth W. replied:
Monique Gagne from Mortgage Alliance in Orleans is amazing. She is super knowledgable and will recommend solutions tailored to your personal situation. I have used her several times in the past two years and she helped me out immensely. She also has a great book about financial planning that you can pick up at her office. Good luck!! https://www.facebook.com/MortgageAllianceMoniqueGagne/
Chantal H. replied:
Janet Gray
Melissa D. replied:
Vickie Snow
Julie H. replied:
Duana Bergman
Amanda S. replied:
Melany Peters is great!!!
Candace C. replied:
Keli MacMillan
Referral from February 8, 2020
Plenty-Grapefruit asked:
Looking for financial planner in Ottawa Hi there Reddit, new here so apologies for messing up.
Looking for financial planner/advisor recommendations in Ottawa. Not...
613mitch replied:
https://www.cbc.ca/news/business/marketplace-watchdog-adviser-advisor-1.4049326 https://www.cbc.ca/marketplace/episodes/2012-2013/show-me-the-money
TheMonkeyMafia replied:
You might want to ask in /r/PersonalFinanceCanada ..
reddit_and_forget_um replied:
Be aware of MLMs. WFG and the like are not where you want to invest your money.
BounedjahSwag replied:
Would help if you provided a bit more info, what exactly are you looking to do/get help with?
Silent-Swordfish replied:
http://astrolabefinancial.ca/ Fee only planners... About 180 an hour... If it is relevant, there are many more available that you can explore from this list... https://www.valueofsimple.ca/links/directory-of-fee-only-planners/
abc567abc123 replied:
http://www.cameronleadership.ca/
CMOttawa replied:
Try to find someone reputable who charges a flat hourly rate, not an annual haircut taken as a percentage of the portfolio. Avoid the commissioned quacks (still very common, peddling mutuals at the kitchen table) and the ever-repugnant insurance MLMs.
DudeSpectacular replied:
NM Rothschild Toronto but you don't have the money for that ...So until you have tophat and monocle read Dave Ramsey instead.
Referral from March 21, 2017
Tricia R. asked:
Hello Ladies
Any financial planners here? I'm looking to switch my son's RESP from a Toronto Investment Planner to someone local (who diversifies beyond mutual funds)....
Renée L. replied:
Nikki Lee
Josie M. replied:
I actually just did this, this past week from an investor in Toronto to Ottawa! I would HIGHLY recommend Mich White . It was seemless and her knowledge is incredible
Pat D. replied:
Jolene Hung. Amazing heart and 21 years of expertise.
Colleen B. replied:
Peggy Hodgins-Macgregor is great!
Shannon M. replied:
I'm a Certified Financial Planner with over 10 years' experience. I'd be happy to chat with you and see if we would be a good fit for each other. http://advisor.investorsgroup.com/en/shannon_macdonald
Stacey P. replied:
Kaitlin van Gaal is amazing! She is one of my Team Members at Meridian Credit Union at Baseline and Clyde. With many years experience and a passion for people she can help you determine the best solution to suit your needs.
Michelle H. replied:
Mich White of investors group is amazing
Megan L. replied:
Mich White with https://www.facebook.com/170092446344287 Michelle White - Investors Group!
Referral from February 21, 2017
Eva M. asked:
I am looking for someone to help me with my finances (it isn't bad, i don't have debt other than a mortgage) - to help me see where I am wasting money, set up a budget,...
Dawn W. replied:
Janet Gray or Samantha Rivet-Stevenson
Candace M. replied:
Judith Cane
Emma M. replied:
Judith Cane for sure!! She's amazing
Bonnie C. replied:
Hi Eva. I'm an advisor with Sun Life and would be happy to review your financial plan with you. I take a holistic approach and can discuss your Life, Health, and Wealth needs, including a review of group benefits and reviewing your budget. Please take a look at my page on www.sunlife.ca/bonnie.castillo and contact me with any questions or setting up a time that works best for you. Enjoy your afternoon!
Christine E. replied:
Helena Dang
Kenny A. replied:
Josee Menard all the way!
Lissa C. replied:
Judith Cane... Canada's Money Coach is not allied with any banks or investment companies. Totally independent and hilarious. She'll make you feel good about your money!
Leslie K. replied:
Judith Cane
Eva W. replied:
Shanna Slater is an expert in this. You'll learn more than just budget and financial planning
Stacey D. replied:
Www.judithcane.com
Referral from June 4, 2017
Wendy M. asked:
Help! Looking for a Financial Planner in the Kanata area
Someone that can teach us how whip our finances and budget into place like Gail Vaz Oxlade does :)
Thanks in...
Elissa N. replied:
Andrea Drolet
Amy M. replied:
Amy Tang is amazing
Tiffany N. replied:
Tracy Daly
Angel H. replied:
Kim Esdaile Gordon is amazing.
Janet G. replied:
I can help you with the financial planning. https://www.facebook.com/1452825231639987 Janet Gray, Financial Planner and Money Coach. PM me if you would like more details. I am fee for service and sell no products. Cheers.
Patti T. replied:
Judith Cane is a fabulous money coach
Referral from November 25, 2016
Leesha C. asked:
Hi Ladies, I am looking for Health Insurance representative for small company 4-8 employees. Any recommendations appreciated. Thanks
Stephanie B. replied:
Bonnie Castillo
Helena D. replied:
Hi Leesha, For a 4-8 employees, I can offer you a few choices, depending on your need. Will pm you. Helena https://facebook.com/RetireRightCanada
Melanie H. replied:
Peggy Hodgins-Macgregor
Peggy H. replied:
Happy to help ! https://www.facebook.com/peggymacgregorfinancial/
Cheryl M. replied:
I highly recommend Peggy Hodgins-Macgregor
Referral from January 17, 2017
Robyn B. asked:
Looking for a financial planner that is not associated with a specific mutual fund company and will work with a self investor.
Shannon B. replied:
I use Angela Houle at: http://mcauleyfinancial.com/
Referral from January 27, 2017
Dawn X. asked:
Financial Planner Recommendations? (Or would they offer the same types of services that I'd benefit from working with an excellent financial coach?) Thanks in advance,...
Shannon M. replied:
Investors Group! I was an advisor myself up until November, now I'm an assistant to two other advisors. You don't pay any advisor fees and you can get a full financial plan that shows a projection of your current financial scenario so you can see just how on track you are, as well as a projection based off their recommendations.
Lisa R. replied:
Christina Nesrallah
Charlene B. replied:
Investors Group. Kay Paul She's knowledgeable, professional, and has a warm heart.
Referral from March 6, 2017
Marie C. asked:
I am looking for recommendations for an independent financial planner. I need to move my investments, but I don't want to work with someone who represents only 1 product...
Ivola J. replied:
Felicity Brown may be able to help
Sylvie K. replied:
Dan Levesque
Tracy S. replied:
Mich White is great - I am sure she can help you
Referral from March 14, 2017
Brittney V. asked:
Any Financial Planners in the group? Or anyone know where to go to meet with one? I'm looking for someone to help me set up a very strict budget. Also, is there costs...
Amy B. replied:
Amy Tang is very knowledgeable, patient and friendly.
Referral from February 2, 2017
Alexandra V. asked:
Good morning, fellow lwlers. I am in search of a financial planner/advisor who knows a good deal about rebuilding credit. Preferably people who offer a free consultation...
Kathryn P. replied:
Samantha Rivet-Stevenson with RBC if you want her contact info let me know. She's in Kemptville
Referral from February 15, 2017
Ann-Marie D. asked:
Hubby and I are trying to get our retirement planning in order. We have consulted a financial planner and it seems like a great fit. But we are (ok hubby is) debating...
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