Alberta
Find a Financial Advisor
An advisor can help you plan a charitable gift in your Will. For more information, read our handy guide.
Toronto
Michael Flux
Connor, Clark & Lunn Private Capital Ltd.
Ontario
Promod Sharma
Taxevity Insurance
Calgary
Laily Pirbhai
Pirbhai Philanthropic Consulting
Oakville
James Carney
Carney Lyster & Associates
Nanaimo
Nahanni Ackroyd
Quadrus Investment Services
London
Ryan Fraser
Quiet Legacy Planning Group Ltd.
Saskatoon
Shane Biehn
Connor Clark & Lunn Private Capital - Pension Caliber Portfolio Management, Alternative Investing, Strategic Philanthropic Advice
Regina
Grant Karst
BlueSky Financial Planning
Southampton
Cindy Brannan
Brannan Wealth Management
Ontario
Jack Bergmans
Bequest Insurance
Newfoundland
Mike Kidney
LiveBY Wealth Management
Ontario
Tina Tehranchian
Assante Capital Management Ltd.
Owen Sound
Kelly Haefling
BMO Nesbitt Burns
Ontario
Eva-Christine Missullis
Strategic Legacy Wealth Management
Ontario
Christine Brunsden
Trusted Legacy and Legacy You
National
Kathy Arney
KEA Canada Ltd.
Toronto
Mark Halpern
WEALTHinsurance.com Inc.
Brampton
Varinder Kalia
Bay Financial Planning Inc,
National
Betty-Anne Howard
Athena Wealth and Legacy Solutions
Abbotsford
Brad Willems
Assante Financial Management Ltd.
Ontario
Rick Goldring
Goldring Financial Leadership Inc.
Sudbury
Lindsey Kilgour
Kilgour Group- IG Private Wealth Management
Ontario
Kim Haddy
RBC Dominion Securities
Alberta
Steve Meldrum
Swell Private Wealth
Toronto
Magid Girgis
SafeBridge Financial Group
Alberta
Jos Herman
Resources & Solutions
Grey Bruce
Christy Kelly
Investors Group Financial Services Inc.
British Columbia
Mark Driediger
Assante Wealth Management
Greater Vancouver
Dave Lee
Scotia Wealth Management
Manitoba
Ian Wood
Cardinal Capital Managment
National
Karen Sparks
Philanthropic Advisory Services, BMO Private Wealth
Ontario
Janine Purves
Assante Capital Management Ltd.
Kingston
Jane Lapointe
Assante Financial Management Ltd.
Hamilton
Marie Phillips
IPC Securities
National
Marinus Koole
Christian Stewardship Services
British Columbia
Tracey Lundell
Sea Glass Wealth Advisory Group - Harbourfront Wealth Management
National
Ross Young
ICP Planning Ltd.
London
Adam Chapman
YESmoney
Saskatoon
CoraLee Baerg
Continuity
Quebec
Jeremy Hampson
Assante Wealth Management
Toronto
Mimi Nguyen
Canada LIfe
Ottawa
Leslie Ballard
CIBC Private Wealth - Wood Gundy
Saskatchewan
Jay Stark
Sutton Wealth Planning
Vancouver Island
Patrick Smith
ScotiaMcLeod
Calgary
Greg Snider
The Beacon Group of Assante Financial Management Ltd.
Edmonton
Randy Liedtke
Planned Giving Consultant
Halton
Joan Cosby
Assante Financial Management Ltd.
Ontario
Alex Carter
Assante Capital Management Ltd.
Victoria
Rod Abbott
Assante Wealth Management
Ontario
Vlad Solokhine
Lazar-Wealth Succession Strategies
Brantford
Joel Leonard
IG Wealth Management
Grey Bruce
Christie Leeder
Leeder & Associates of RBC Dominion Securities
National
Ori Mandowsky, LL.B., CFA, TEP
Gluskin Sheff
Nova Scotia
Andrew Bradshaw
iA Private Wealth
Nova Scotia
Glenn Stewardson
Assante Capital Management Ltd. Halifax, NS
Toronto
Elke Rubach
Rubach Wealth
British Columbia
Rich Widdifield
Assante Capital Management Ltd.
Quebec
François Têtu
RBC Dominion - Wealth Management
Windsor
Tim A. Jones
Rock Harbour Wealth Management Inc.
North Bay
Sylvain Côté
ONELIFE Wealth Management (North Bay)
Ontario
Candice Jay
CC&L Private Capital
National
Sheree Meredith
Sheree Meredith Consulting
Toronto
Keith Thomson
CI Private Wealth
Alberta
Sterling Rempel
Future Values Estate & Financial Planning
