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