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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
