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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
