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