Searching for a financial planner in Toronto, Ontario, Canada
June 9, 2023 5:56 AM   Subscribe

Looking for a financial planner in Ontario, preferably in Toronto. Maybe anywhere in Canada? Any recommendations?

My wife and I are both in our early 40's and my wife has just started a Professional Corporation for a small law practice. The focus would be on how to run that Corporation with an emphasis on salary and tax planning, but we'd also be interested in some broad future planning for both of us for retirement and things of that nature. Our strong preference is a fee-only planner. Any tips would be appreciated.

(Note: I saw this old thread but it wasn't all that helpful, didn't address the Professional Corporation aspect, and could use updating).
posted by evadery to Work & Money (2 answers total)
Sorry, this isn't all that helpful, but just to fill the void: Directory of Fee-Based Financial Planners in Canada.
posted by stray at 6:41 PM on June 9

You may find that the financial planner isn’t going to be able to help much with tax planning and may refer you to an accountant or tax lawyer for that aspect.
posted by congen at 11:21 AM on June 10

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