Brantford
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Kingston
Jane Lapointe
Assante Financial Management Ltd.
Owen Sound
Kelly Haefling
BMO Nesbitt Burns
National
Kathy Arney
KEA Canada Ltd.
Halton
Joan Cosby
Assante Financial Management Ltd.
Quebec
Jeremy Hampson
Assante Wealth Management
Alberta
Jos Herman
Resources & Solutions
London
Ryan Fraser
Quiet Legacy Planning Group Ltd.
Nova Scotia
Andrew Bradshaw
iA Private Wealth
Grey Bruce
Christie Leeder
Leeder & Associates of RBC Dominion Securities
National
Betty-Anne Howard
Athena Wealth and Legacy Solutions
Sudbury
Lindsey Kilgour
Kilgour Group- IG Private Wealth Management
Ontario
Promod Sharma
Taxevity Insurance
National
Karen Sparks
Philanthropic Advisory Services, BMO Private Wealth
Nanaimo
Nahanni Ackroyd
Quadrus Investment Services
Grey Bruce
Christy Kelly
Investors Group Financial Services Inc.
British Columbia
Tracey Lundell
Sea Glass Wealth Advisory Group - Harbourfront Wealth Management
Victoria
Rod Abbott
Assante Wealth Management
Ontario
Rick Goldring
Goldring Financial Leadership Inc.
Alberta
Sterling Rempel
Future Values Estate & Financial Planning
Windsor
Tim A. Jones
Rock Harbour Wealth Management Inc.
Saskatoon
Shane Biehn
Connor Clark & Lunn Private Capital - Pension Caliber Portfolio Management, Alternative Investing, Strategic Philanthropic Advice
Ontario
Janine Purves
Assante Capital Management Ltd.
Ontario
Kim Haddy
RBC Dominion Securities
Ontario
Christine Brunsden
Trusted Legacy and Legacy You
London
Adam Chapman
YESmoney
Ontario
Candice Jay
CC&L Private Capital
Toronto
Mimi Nguyen
Canada LIfe
Edmonton
Randy Liedtke
Planned Giving Consultant
National
Sheree Meredith
Sheree Meredith Consulting
Abbotsford
Brad Willems
Assante Financial Management Ltd.
Alberta
Sonia Egey-Samu PFP, CIM, CEA, FCSI
Clarity Wealth Counsel Inc.
Alberta
Steve Meldrum
Swell Private Wealth
Calgary
Greg Snider
The Beacon Group of Assante Financial Management Ltd.
National
Marinus Koole
Christian Stewardship Services
Toronto
Mark Halpern
WEALTHinsurance.com Inc.
Southampton
Cindy Brannan
Brannan Wealth Management
Toronto
Elke Rubach
Rubach Wealth
British Columbia
Rich Widdifield
Assante Capital Management Ltd.
National
Ross Young
ICP Planning Ltd.
Ontario
Tina Tehranchian
Assante Capital Management Ltd.
Ontario
Jack Bergmans
Bequest Insurance
National
Ori Mandowsky, LL.B., CFA, TEP
Gluskin Sheff
Vancouver Island
Patrick Smith
ScotiaMcLeod
Hamilton
Marie Phillips
IPC Securities
Ontario
Vlad Solokhine
Lazar-Wealth Succession Strategies
Ontario
Alex Carter
Assante Capital Management Ltd.
Toronto
Keith Thomson
CI Private Wealth
Greater Vancouver
Dave Lee
Scotia Wealth Management
North Bay
Sylvain Côté
ONELIFE Wealth Management (North Bay)
Toronto
Magid Girgis
SafeBridge Financial Group
Manitoba
Ian Wood
Cardinal Capital Managment
Ontario
Eva-Christine Missullis
Strategic Legacy Wealth Management
Oakville
James Carney
Carney Lyster & Associates
Saskatchewan
Jay Stark
Sutton Wealth Planning
British Columbia
Mark Driediger
Assante Wealth Management
