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