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