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