
Find a Financial Advisor
An advisor can help you plan a charitable gift in your Will. For more information, read our handy guide.


Alex Carter
Assante Capital Management Ltd.

Randy Liedtke
Assante Wealth Management

Tracey Lundell
Sea Glass Wealth Advisory Group - Harbourfront Wealth Management

Jane Lapointe
Assante Financial Management Ltd.

François Têtu
RBC Dominion - Wealth Management

Lindsey Kilgour
Kilgour Group- IG Private Wealth Management

Peter Maranger
Co-operators Financial Investment Services Inc.

Laily Pirbhai
Pirbhai Philanthropic Consulting

Jos Herman
Resources & Solutions

Greg Snider
The Beacon Group of Assante Financial Management Ltd.

Jeremy Hampson
Assante Wealth Management

Kelly Haefling
BMO Nesbitt Burns

Christy Kelly
Investors Group Financial Services Inc.

Sonia Egey-Samu PFP, CIM, CEA, FCSI
Clarity Wealth Counsel Inc.

Varinder Kalia
Bay Financial Planning Inc,

Callum Sutherland
Financial Security Advisor

Mark Halpern
WEALTHinsurance.com Inc.

Janine Purves
Assante Capital Management Ltd.

Tim A. Jones
Rock Harbour Wealth Management Inc.

Christie Leeder
Leeder & Associates of RBC Dominion Securities

Candice Jay
CC&L Private Capital

Joan Cosby
Assante Financial Management Ltd.

Ross Young
ICP Planning Ltd.

Kathy Arney
KEA Canada Ltd.

Marinus Koole
Christian Stewardship Services

Ryan Fraser
Quiet Legacy Planning Group Ltd.

James Carney
Carney Lyster & Associates

Glenn Stewardson
Assante Capital Management Ltd. Halifax, NS

Patrick Smith
ScotiaMcLeod

Rich Widdifield
Assante Capital Management Ltd.

Edward J. C. Martin
Caritatis Wealth Management

Rod Abbott
Assante Wealth Management

CoraLee Baerg
Continuity

Steve Meldrum
Swell Private Wealth

Cindy Brannan
Brannan Wealth Management

Jerry Gedir
Continuity

Christine Brunsden
Trusted Legacy and Legacy You

Eva-Christine Missullis
Strategic Legacy Wealth Management

Sylvain Côté
ONELIFE Wealth Management (North Bay)

Robert McLean
Connor Clark & Lunn Private Capital

Dave Lee
Scotia Wealth Management

Leslie Ballard
CIBC Private Wealth - Wood Gundy

Rick Goldring
Goldring Financial Leadership Inc.

Joel Bray
Cardinal Capital Management

Sheree Meredith
Sheree Meredith Consulting

Joel Leonard
IG Wealth Management

Brad Willems
Assante Financial Management Ltd.

Nahanni Ackroyd
Quadrus Investment Services

Mark Driediger
Assante Wealth Management

Jessica Holvik
Assante Capital Management Ltd.

Karen Sparks
Philanthropic Advisory Services, BMO Private Wealth

Grant Karst
BlueSky Financial Planning

Sterling Rempel
Future Values Estate & Financial Planning

Mimi Nguyen
Canada LIfe

Adam Chapman
YESmoney

Michael Flux
Connor, Clark & Lunn Private Capital Ltd.

Keith Thomson
CI Private Wealth

Elke Rubach
Rubach Wealth

Magid Girgis
SafeBridge Financial Group

Del Wilmot
Wilmot Financial Services

Mike Kidney
LiveBY Wealth Management

Jay Stark
Sutton Wealth Planning

Andrew Bradshaw
iA Private Wealth

Tina Tehranchian
Assante Capital Management Ltd.

Lynn Whetham
Assante

Jack Bergmans
Bequest Insurance

Betty-Anne Howard
Athena Wealth and Legacy Solutions

Shane Biehn
Connor Clark & Lunn Private Capital - Pension Caliber Portfolio Management, Alternative Investing, Strategic Philanthropic Advice

Monette Malewski
M Bacal Group

Promod Sharma
Taxevity Insurance

John Baynham
President - Retirement Income Group

Vlad Solokhine
Lazar-Wealth Succession Strategies

Ian Wood
Cardinal Capital Managment

Ori Mandowsky, LL.B., CFA, TEP
Gluskin Sheff

Kim Haddy
RBC Dominion Securities
