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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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Joel Bray
Cardinal Capital Management
Karen Sparks
Philanthropic Advisory Services, BMO Private Wealth
John Baynham
President - Retirement Income Group
Brad Willems
Assante Financial Management Ltd.
Jos Herman
Resources & Solutions
Free Consultation
Sonia Egey-Samu PFP, CIM, CEA, FCSI
Clarity Wealth Counsel Inc.
Mike Kidney
LiveBY Wealth Management
Jeremy Hampson
Assante Wealth Management
Michael Flux
Connor, Clark & Lunn Private Capital Ltd.
Free Consultation
Varinder Kalia
Bay Financial Planning Inc,
Ian Wood
Cardinal Capital Managment
Christie Leeder
Leeder & Associates of RBC Dominion Securities
CoraLee Baerg
Continuity
Christine Brunsden
Trusted Legacy and Legacy You
Dave Lee
Scotia Wealth Management
Shane Biehn
Connor Clark & Lunn Private Capital - Pension Caliber Portfolio Management, Alternative Investing, Strategic Philanthropic Advice
Laily Pirbhai
Pirbhai Philanthropic Consulting
Cindy Brannan
Brannan Wealth Management
Leslie Ballard
CIBC Private Wealth - Wood Gundy
Free Consultation
Mark Halpern
WEALTHinsurance.com Inc.
Callum Sutherland CFP®
Financial Security Advisor
Kelly Haefling
BMO Nesbitt Burns
Free Consultation
Wilton Chan
Evans Investment Counsel
Blair A.Corkum
James Carney
Carney Lyster & Associates
Jack Bergmans
Bequest Insurance
Free Consultation
Brett Clark
Prospera Credit Union
Peter Maranger
Co-operators Financial Investment Services Inc.
Free Consultation
Robert McLean
Connor Clark & Lunn Private Capital
Jessica Holvik
Assante Capital Management Ltd.
François Têtu
RBC Dominion - Wealth Management
Adam Chapman
YESmoney
Kathy Arney
KEA Canada Ltd.
Rick Goldring
Goldring Financial Leadership Inc.
Christy Kelly
Investors Group Financial Services Inc.
Promod Sharma
Taxevity Insurance
Eva-Christine Missullis
Strategic Legacy Wealth Management
Kim Haddy
RBC Dominion Securities
Randy Liedtke
Assante Wealth Management
Sterling Rempel
Future Values Estate & Financial Planning
Tina Tehranchian
Assante Capital Management Ltd.
Sylvain Côté
ONELIFE Wealth Management (North Bay)
Del Wilmot
Wilmot Financial Services
Betty-Anne Howard
Athena Wealth and Legacy Solutions
Greg Snider
The Beacon Group of Assante Financial Management Ltd.
Free Consultation
Monette Malewski
M Bacal Group
Rod Abbott
Assante Wealth Management
Sheree Meredith
Sheree Meredith Consulting
Ori Mandowsky, LL.B., CFA, TEP
Gluskin Sheff
Free Consultation
Grant Karst
BlueSky Financial Planning
Magid Girgis
SafeBridge Financial Group
Marie Phillips
Next Steps Planning with IPC Securities
Free Consultation
Niel MacIntyre
Edward Jones
Candice Jay
CC&L Private Capital
Free Consultation
Tracey Lundell
Sea Glass Wealth Advisory Group - Harbourfront Wealth Management
Ryan Fraser
Quiet Legacy Planning Group Ltd.
Nahanni Ackroyd
Quadrus Investment Services
Rich Widdifield
Assante Capital Management Ltd.
Joan Cosby
Assante Financial Management Ltd.
Jane Lapointe
Assante Financial Management Ltd.
Lynn Whetham
Assante
Glenn Stewardson
Assante Capital Management Ltd. Halifax, NS
Marinus Koole
Christian Stewardship Services
Andrew Bradshaw
iA Private Wealth
Mark Driediger
Assante Wealth Management
Jay Stark
Sutton Wealth Planning
Vlad Solokhine
Lazar-Wealth Succession Strategies
Steve Meldrum
Swell Private Wealth
Joel Leonard
IG Wealth Management
Lindsey Kilgour
Kilgour Group- IG Private Wealth Management
Ross Young
ICP Planning Ltd.
Elke Rubach
Rubach Wealth
Edward J. C. Martin
Caritatis Wealth Management
Janine Purves
Assante Capital Management Ltd.
Alex Carter
Assante Capital Management Ltd.
Keith Thomson
CI Private Wealth
Patrick Smith
ScotiaMcLeod
Jerry Gedir
Continuity
