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