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