About Us - FeeOnlyFinancial.ca
Mission and What We Do
FeeOnlyFinancial.ca is an independent directory and educational resource built to help Canadians find trustworthy, transparent financial planners.
We curate a national list of Fee-Only Planners and Fee-Based
Advisors who prioritize client interests over commissions — we do not sell rankings or paid placements.
Our mission is simple: make it easier for Canadians to connect with ethical, qualified professionals for financial advice.
Who We Serve
We serve:
- Everyday Canadians seeking honest, conflict-free financial advice.
- Retirees looking to preserve and grow their wealth.
- Young professionals starting their financial journey.
- Families planning for education, housing, or legacy.
How We Vet Advisors
Advisors listed on FeeOnlyFinancial.ca are reviewed based on:
- Professional credentials (CFP®, CFA®, CIM®, etc.).
- Online reputation and client feedback.
- Fee structure transparency (Fee-Only or Fee-Based).
- Website usability and clarity.
- Fiduciary status and regulatory history.
Read more about our Methodology for full details.
What Makes Us Different?
We’re Independent: No pay-to-play, no bias — inclusion is based on objective criteria.
We Focus on Transparency: We highlight whether they follow fiduciary standards by showing their credentials.
We Educate First: Through FAQs, methodology, and definitions, we help visitors understand what "Fee-Based" and “Fee-Only” really means.
Our Vision
To become Canada’s most trusted, transparent platform for finding financial professionals and to promote better, more ethical financial advice nationwide.
Want to Get Involved?
If you’re a financial advisor who believes in transparency and ethical advice, get in touch with us about being included at partnership@feeonlyfinancial.ca.
Looking For a Financial Advisor?
We can help you connect with a Financial Planner that aligns with your goals and interests. Fill out a short questionnaire to get matched with a Financial Planner or feel free to browse our directory of Canadian cities.
Lead Moxy, LLC (FeeOnlyFinancial.ca) does not provide and does not intend to provide investment or legal advice through this website. Information contained on this website is for informational and educational purposes only. Third party links and resources are provided for your convenience, and have not been independently verified by Lead Moxy, LLC. Lead Moxy, LLC is not responsible for the accuracy or viability of the information or services offered through third-parties. Inclusion of links to third-party content is not an endorsement by Lead Moxy LLC of such content or services. Use your discretion.
Lead Moxy, LLC (FeeOnlyFinancial.ca) earns an annual or monthly fee from financial advisors and financial firms in exchange for marketing services, including the advisor profile, that are subject to terms of use. This creates a material conflict of interest and a financial incentive to only include advisors in the directory from whom FeeOnlyFinancial has received compensation. FeeOnlyFinancial is not a client of these advisors or firms.