The Investor Awareness Project is an informal association
of fee-only financial advisors. Our aim is to bring
small investor issues to the attention of the Ontario
Securities Commission (OSC) and to the broader investment
community. We operate on a fee-for-service basis and
do not sell investment products or earn commissions.
The following fee-only planners support this initiative
and we encourage investors to contact any of the names
below for unbiased financial planning or second opinions
on their investment portfolios.
Warren
MacKenzie
Developer of portfolioCHECK™ and performanceCHECK™
Second
Opinion Investor Services Inc., Toronto, ON
Lyle Atkins
Independent
Financial Counsellors Inc., Winnipeg, MB
Anne Brandt
www.annebrandtfinancial.com,
Coquitlam, BC
Graham
Cook
Composite
Finance Inc., Victoria, BC
Janet Freedman
Finance Matters, Toronto, ON
Ron
Graham
Ron
Graham And Associates Ltd., Edmonton, AB
Patrick
Longhurst
Patrick
Longhurst Advisory Services Inc., Toronto, ON
Trisha MacLennan, CFP
MoneyorWealth Financial Consults, Burnaby, BC
Mike Macdonald
Second
Opinion Investor Services Inc., Burlington, ON
John Home
Second
Opinion Investor Services Inc., Markham, ON
Sally Rycroft
Rycroft
& Associates Inc., Vancouver, BC
Sandra Foster
Headspring Consulting Inc., Toronto, ON
Sylvia Sarkus, CFP
www.sylviasarkus.com, Toronto, ON
Russell
Todd
Todd
& Associates Financial Knowledge Inc., Calgary,
AB
Norbert
Schlenker
Libra
Investment Management, Salt Spring Island, BC
Mike Carter, CFP
Independent and Objective Financial Planning, Toronto, ON
If you are a fee only planner and do not sell or manage investments, please contact us at info@showmethebenchmark.com to have your name added to this list.
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