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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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Mélissa Smith-Vachon
Sommet Groupe Financier
Lydia LaPointe
York Financial Services Inc.
Free Consultation
Candice Jay
CC&L Private Capital
Tim A. Jones
Rock Harbour Wealth Management Inc.
Free Consultation
Audrey Thorn-Grégoire
FINANthropie - Financial planning and financial services firm
Free Consultation
Yogesh Sheta
Immunis Financial Brokers Inc.
Free Consultation
Joel Bray
Cardinal Capital Management
Free Consultation
Steven Guenther
Enns & Baxter Wealth Management Inc.
Free Consultation
Varinder Kalia
Bay Financial Planning Inc,
Jeremy Hampson
Assante Wealth Management
Del Wilmot
Wilmot Financial Services
Free Consultation
Ross Young
ICP Planning Ltd.
François Têtu
RBC Dominion - Wealth Management
Julie Muir
Podium Prosperity Group
Free Consultation
Tracey Lundell
Sea Glass Wealth Advisory Group - Harbourfront Wealth Management
Free Consultation
Michael Silicz, FCSI, CIM, ICD.D
National Bank Financial
Hal Simonson
IG Wealth Management
Free Consultation
Eva-Christine Missullis
Strategic Legacy Wealth Management
Laily Pirbhai
Pirbhai Philanthropic Consulting
Free Consultation
Ken Doll
Wealth Architects Inc.
Janine Purves
Assante Capital Management Ltd.
Tina Tehranchian
Assante Capital Management Ltd.
Free Consultation
Jeff Evans CFP
CI Assante Wealth Management
Free Consultation
Sisi Chakrabarti
Advisory Money Strategies Inc
Free Consultation
Mark Bull
Bull Financial
Jerry Gedir
Continuity
Keith Thomson
CI Private Wealth
Free Consultation
Kurtis Krug
Kurtis Krug Financial
Free Consultation
Derek Schaefer
Northern Asset Management - Global Maxfin Investments Inc.
Free Consultation
Pete Gillespie
Gillespie Wealth Management and Estate Planning Inc.
Karen Sparks
Philanthropic Advisory Services, BMO Private Wealth
Jessica Holvik
Assante Capital Management Ltd.
Free Consultation
Nahanni Ackroyd
Ackroyd Financial Services and Quadrus Investment Services
Joan Cosby
Assante Financial Management Ltd.
Adam Chapman
YESmoney
Free Consultation
Monette Malewski
M Bacal Group
Free Consultation
Kirsty Thomson
Willow Wealth Management, Raymond James
Isabèle Richer
IA Groupe financier
Free Consultation
James Dunne
Markdale Financial Management
Marinus Koole
Christian Stewardship Services
Free Consultation
Marty Forsythe
Sun Life
Jos Herman
Resources & Solutions
Free Consultation
Mathew Smith
Mathew Smith Insurance and Financial Services Incorporated
Lynn Whetham
Assante
Free Consultation
Robert McLean
Connor Clark & Lunn Private Capital
Kelly Haefling
BMO Nesbitt Burns
Free Consultation
Sandra Macenko Merkley
Scotia Wealth Management
Christy Kelly
Investors Group Financial Services Inc.
Free Consultation
Lindsey Kilgour
Kilgour Group- IG Private Wealth Management
Ryan Fraser
Quiet Legacy Planning Group Ltd.
Sterling Rempel
Future Values Estate & Financial Planning
Free Consultation
Darin Bruins
ATB Wealth
Free Consultation
Promod Sharma
Taxevity Insurance
Alex Carter
Assante Capital Management Ltd.
Free Consultation
Jordan Arndt
Enns & Baxter Wealth Management Inc.
Jane Lapointe
Assante Financial Management Ltd.
Free Consultation
Betty-Anne Howard
Athena Wealth and Legacy Solutions
Free Consultation
Adam Malcolm
IG Wealth Management
Free Consultation
Grant Karst
BlueSky Financial Planning
Free Consultation
Tiffany Lusher
Genus Capital Management
Free Consultation
Kathy Arney
KEA Canada
Valérie Ménard
MDRT / Top of the Table | Association de planification fiscale et financière (APFF) | ADVOCIS
Blair Smith
ONYX Financial Group
Free Consultation
Semra Albayrak
IG Wealth Management
Free Consultation
Dan Hague
IG Private Wealth Management
Free Consultation
Shawn Bellefeuille
Retirement By Design
Rich Widdifield
Assante Capital Management Ltd.
Free Consultation
Jay Stark
Sutton Wealth Planning
Marie Phillips
Next Steps Planning with IPC Securities
Free Consultation
Glenn Stewardson
Assante Capital Management Ltd. Halifax, NS
Free Consultation
Mark Halpern
WEALTHinsurance.com Inc.
Edward J. C. Martin
Caritatis Wealth Management
Patrick Smith
ScotiaMcLeod
Free Consultation
Dustin A. Finerty
DAF Private Office
