Having a financial plan is important for everyone regardless of their financial situation, but it is even more critical for individuals who are trying to rebuild after making a consumer proposal or filing personal bankruptcy. Many financial assets including RRSP, pensions, and life insurance are exempt from seizure by creditors (link exempt assets) and therefore need to be managed after filing. Financial planners can also assist in preparing savings plans, assessing insurance needs and planning for future major purchases, retirement and children’s education.

Over the years we have worked with the following Ontario Trusted Professionals in Financial Planning and can confidently recommend their services:

Financial Planners Cities Serviced

Brent Allen – Investors Group
80 King Street S, Suite 201

Waterloo, ON N2J 1P5
Tel: 519-836-6320 ext. 280
Email
Website

Waterloo, Kitchener, Cambridge, Guelph

Chris Annett – Century Group – Sunlife Financial
508 Riverbend Drive, Suite 102

Kitchener, ON N2K 3S2
Tel: 519-747-0058
Fax: 519-747-0067
Email

Waterloo, Kitchener

Shan Bricker – Sunlife Financial
22 Frederick Street, Suite
Kitchener, ON N2H 6M6
Tel: 519-744-7325 ext. 2248
Email
Website

Waterloo, Kitchener

Carrie Mulrooney  Mulrooney & Associates
64 Maplewood Place
Kitchener, ON N2H 4L5
Tel: 519-954-9248
Fax: 519-954-9246
Toll Free: 877-300-4131
Email
Website

Waterloo, Kitchener

Tammy Buss  Buss Financial Group
100 Wellington Street, Suite 101
London, ON N6B 2K6
Email
Website

London

Get In Touch

We have offices across South Western Ontario and flexible hours to meet your needs.