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