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Rick Goldring
Goldring Financial Leadership Inc.
Janine Purves
Assante Capital Management Ltd.
Sterling Rempel
Future Values Estate & Financial Planning
Danielle Sutton
Evermark Financial
Jessica Holvik
Assante Capital Management Ltd.
Free Consultation
Monette Malewski
M Bacal Group
Joan Cosby
Assante Financial Management Ltd.
Lydia LaPointe
York Financial Services Inc.
Hal Simonson
IG Wealth Management
Andrew Bradshaw
iA Private Wealth
Free Consultation
Kirsty Thomson
Willow Wealth Management, Raymond James
Free Consultation
Ian Wood
Cardinal Capital Managment
Del Wilmot
Wilmot Financial Services
Free Consultation
Dan Hague
IG Private Wealth Management
Free Consultation
Brett Clark
Prospera Credit Union
Patrick Smith
ScotiaMcLeod
Free Consultation
Adam Malcolm
IG Wealth Management
Free Consultation
Charlotte Paul
Assante Capital Management
Free Consultation
Steven Guenther
Enns & Baxter Wealth Management Inc.
Free Consultation
Dave Lee
Scotia Wealth Management
Free Consultation
Mark Bull
Bull Financial
Free Consultation
Maeve Kelleher
O'Reilly Insurance and Financial Services
Keith Thomson
CI Private Wealth
Free Consultation
Wilton Chan
Evans Investment Counsel
Karen Sparks
Philanthropic Advisory Services, BMO Private Wealth
Janea Dieno
Brightrock Financial Inc
Free Consultation
Semra Albayrak
IG Wealth Management
Free Consultation
Shawn Bellefeuille
Retirement By Design
Free Consultation
Ross Young
ICP Planning Ltd.
Free Consultation
Grant Karst
BlueSky Financial Planning
Free Consultation
Marty Forsythe
Sun Life
Michael Flux
Connor, Clark & Lunn Private Capital Ltd.
Free Consultation
Yogesh Sheta
Immunis Financial Brokers Inc.
Jay Stark
Sutton Wealth Planning
Free Consultation
Eva-Christine Missullis
Strategic Legacy Wealth Management
Free Consultation
Candice Jay
CC&L Private Capital
Jane Lapointe
Assante Financial Management Ltd.
Nahanni Ackroyd
Ackroyd Financial Services and Quadrus Investment Services
Free Consultation
Michael Silicz, FCSI, CIM, ICD.D
National Bank Financial
Marinus Koole
Christian Stewardship Services
Christy Kelly
Investors Group Financial Services Inc.
Christine Brunsden
Trusted Legacy and Legacy You
Jos Herman
Resources & Solutions
Alex Carter
Assante Capital Management Ltd.
Free Consultation
Sisi Chakrabarti
Advisory Money Strategies Inc
Tina Tehranchian
Assante Capital Management Ltd.
Free Consultation
Mélissa Smith-Vachon
Sommet Groupe Financier
Valérie Ménard
MDRT / Top of the Table | Association de planification fiscale et financière (APFF) | ADVOCIS
Free Consultation
Chris Hylton
CG Hylton Inc.
Free Consultation
Promod Sharma
Taxevity Insurance
François Têtu
RBC Dominion - Wealth Management
Blair A.Corkum
Free Consultation
Dustin A. Finerty
DAF Private Office
Ryan Fraser
Quiet Legacy Planning Group Ltd.
Kathy Arney
KEA Canada Ltd.
Free Consultation
Joel Bray
Cardinal Capital Management
Free Consultation
Dustin Schneider
Unity Insurance
Julie Muir
Podium Prosperity Group
Vlad Solokhine
Lazar-Wealth Succession Strategies
Free Consultation
Sandra Macenko Merkley
Scotia Wealth Management
Shane Biehn
Connor Clark & Lunn Private Capital - Pension Caliber Portfolio Management, Alternative Investing, Strategic Philanthropic Advice
Free Consultation
Jeff Evans CFP
CI Assante Wealth Management
Adam Chapman
YESmoney
Brad Willems
Assante Financial Management Ltd.
Free Consultation
Darin Bruins
ATB Wealth
Free Consultation
Colin Montgomery
Edward Jones
Rich Widdifield
Assante Capital Management Ltd.
Free Consultation
Robert McLean
Connor Clark & Lunn Private Capital
Jeremy Hampson
Assante Wealth Management
Lynn Whetham
Assante
Catherine Lach
BMO Nesbitt Burns
Free Consultation
Betty-Anne Howard
Athena Wealth and Legacy Solutions
Kelly Haefling
BMO Nesbitt Burns
Free Consultation
John Baynham
President - Retirement Income Group
Mike Kidney
LiveBY Wealth Management
Jerry Gedir
Continuity
Free Consultation
Kurtis Krug
Kurtis Krug Financial
Blair Smith
ONYX Financial Group
Kim Haddy
RBC Dominion Securities
Free Consultation
Audrey Thorn-Grégoire
FINANthropie - Financial planning and financial services firm
Mark Driediger
Assante Wealth Management
Free Consultation
Mark Halpern
WEALTHinsurance.com Inc.
Tim A. Jones
Rock Harbour Wealth Management Inc.
Free Consultation
Lindsey Kilgour
Kilgour Group- IG Private Wealth Management
Free Consultation
Tiffany Lusher
Genus Capital Management
Marie Phillips
Next Steps Planning with IPC Securities
Free Consultation
Jordan Arndt
Enns & Baxter Wealth Management Inc.
Free Consultation
Glenn Stewardson
Assante Capital Management Ltd. Halifax, NS
Free Consultation
Tracey Lundell
Sea Glass Wealth Advisory Group - Harbourfront Wealth Management
Laily Pirbhai
Pirbhai Philanthropic Consulting
Free Consultation
Varinder Kalia
Bay Financial Planning Inc,
Traci Smith
BDO Canada LLP
