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Retirement Planning Resources

Listing of Fee-for-Service Financial Planners

Carien Jutting, CFP,P.R.P., CEBS
Fiscal Wellness Inc.
207 Huron Street
Stratford, Ontario
N5A 5S9

Tel: (519) 271-4461
Tel: 1-888-514-8881
Fax: (519) 271-0875
Email: carien@fiscalwellness.com

Jim Otar, CFP, B.A. Sc., M.Eng.
96 Willowbrook Road
Thornhill, Ontario
L3T 5P5

Tel: (905) 889-7170
Email: cotar@rogers.com

 

 

Paul Fettes, CFA
Efficertain Professional Services
900-45 Sheppard Ave. East
Toronto, Ontario
M2N 5W9

Tel: (416) 489-4843
Toll Free: (866) 389-4843
E-mail: pfettes@efficertain.com


US Social Security Office in Niagara Falls
6540 Niagara Falls Blvd.
N.F. New York 14304-1594

Tel: (716) 283-1066
Fax: (716) 283-1774
http://www.ssa.gov/foreign.htm#canada

 

Gilles R. Marceau, CLU, CFP,RFP, PRP
Gilles R. Marceau & Associates Inc.
54 Port Street, West
Mississauga, Ontario
L5H 1E3

Tel: (905) 267-1093
Fax: (905) 267-1094
Email: gilles@executiveretirementplan.com


Greg Gillespie, BBA, CFP
Gillespie Adams & Associates
31-17817 Leslie Street
Newmarket, Ontario
L5H 1E3

Tel: (905) 853-2586
Toll Free: 1-800-665-8943
Fax: (905) 853-4391
Email: info@gillespieadams.ca

 











Old Age Security and the CanadaPension Plan
4900 Yonge St. (Yonge & Sheppard)
Toronto, ON.

Tel: 1-800-277-9914

 

Information on this list is only intended as general summary information that is made available to York employees.  It is not intended to provide specific financial advice.  For this you should seek individual counseling with a Financial Planner of your choice.