
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.


Free Consultation
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
