Free Consultation
Find a Financial Advisor
An advisor can help you plan a charitable gift in your Will. Learn more about the reasons to speak to an advisor when planning your Will.
Adam Chapman
YESmoney
Traci Smith
BDO Canada LLP
James Carney
Carney Lyster & Associates
Free Consultation
Priscilla Ncube
Mandeville Private Client Inc.
Christy Kelly
Investors Group Financial Services Inc.
Ori Mandowsky, LL.B., CFA, TEP
Gluskin Sheff
Free Consultation
Brett Clark
Prospera Credit Union
Free Consultation
Mark Halpern
WEALTHinsurance.com Inc.
Christine Brunsden
Trusted Legacy and Legacy You
Nahanni Ackroyd
Ackroyd Financial Services and Quadrus Investment Services
Tim A. Jones
Rock Harbour Wealth Management Inc.
François Têtu
RBC Dominion - Wealth Management
Marie Phillips
Next Steps Planning with IPC Securities
Del Wilmot
Wilmot Financial Services
Edward J. C. Martin
Caritatis Wealth Management
Patrick Smith
ScotiaMcLeod
Peter Maranger
Co-operators Financial Investment Services Inc.
Eva-Christine Missullis
Strategic Legacy Wealth Management
Free Consultation
Monette Malewski
M Bacal Group
Free Consultation
Jordan Arndt
Enns & Baxter Wealth Management Inc.
Lynn Whetham
Assante
Jay Stark
Sutton Wealth Planning
Free Consultation
Robert McLean
Connor Clark & Lunn Private Capital
Jane Lapointe
Assante Financial Management Ltd.
Kathy Arney
KEA Canada Ltd.
Sterling Rempel
Future Values Estate & Financial Planning
Mike Kidney
LiveBY Wealth Management
Tina Tehranchian
Assante Capital Management Ltd.
Randy Liedtke
Assante Wealth Management
Lindsey Kilgour
Kilgour Group- IG Private Wealth Management
Free Consultation
Chris Hylton
CG Hylton Inc.
Leslie Ballard
CIBC Private Wealth - Wood Gundy
Janea Dieno
Brightrock Financial Inc
Jerry Gedir
Continuity
Jessica Holvik
Assante Capital Management Ltd.
Shane Biehn
Connor Clark & Lunn Private Capital - Pension Caliber Portfolio Management, Alternative Investing, Strategic Philanthropic Advice
Jack Bergmans
Bequest Insurance
Marinus Koole
Christian Stewardship Services
Free Consultation
Michael Silicz
National Bank Financial
Ryan Fraser
Quiet Legacy Planning Group Ltd.
Candice Jay
CC&L Private Capital
Karen Sparks
Philanthropic Advisory Services, BMO Private Wealth
Vlad Solokhine
Lazar-Wealth Succession Strategies
Blair A.Corkum
Free Consultation
Grant Karst
BlueSky Financial Planning
Ross Young
ICP Planning Ltd.
Free Consultation
Sonia Egey-Samu PFP, CIM, CEA, FCSI
Clarity Wealth Counsel Inc.
Free Consultation
Promod Sharma
Taxevity Insurance
Kim Haddy
RBC Dominion Securities
Cindy Brannan
Brannan Wealth Management
Sylvain Côté
ONELIFE Wealth Management (North Bay)
Free Consultation
Betty-Anne Howard
Athena Wealth and Legacy Solutions
Gali Gelbart
Scotia Wealth Management
Callum Sutherland CFP®
Financial Security Advisor
Free Consultation
Steven Guenther
Enns & Baxter Wealth Management Inc.
Alex Carter
Assante Capital Management Ltd.
Mark Driediger
Assante Wealth Management
Keith Thomson
CI Private Wealth
Free Consultation
Joel Bray
Cardinal Capital Management
Glenn Stewardson
Assante Capital Management Ltd. Halifax, NS
Brad Willems
Assante Financial Management Ltd.
Joan Cosby
Assante Financial Management Ltd.
Free Consultation
Wilton Chan
Evans Investment Counsel
Kelly Haefling
BMO Nesbitt Burns
Free Consultation
John Baynham
President - Retirement Income Group
Joel Leonard
IG Wealth Management
Andrew Bradshaw
iA Private Wealth
Free Consultation
Ian Wood
Cardinal Capital Managment
Steve Meldrum
Swell Private Wealth
Free Consultation
Tracey Lundell
Sea Glass Wealth Advisory Group - Harbourfront Wealth Management
Rich Widdifield
Assante Capital Management Ltd.
Janine Purves
Assante Capital Management Ltd.
Free Consultation
Varinder Kalia
Bay Financial Planning Inc,
Free Consultation
Niel MacIntyre
Edward Jones
Rod Abbott
Assante Wealth Management
Jeremy Hampson
Assante Wealth Management
Laily Pirbhai
Pirbhai Philanthropic Consulting
Michael Flux
Connor, Clark & Lunn Private Capital Ltd.
Free Consultation
Jos Herman
Resources & Solutions
Dave Lee
Scotia Wealth Management
Rick Goldring
Goldring Financial Leadership Inc.
Magid Girgis
SafeBridge Financial Group
