National
Find a Financial Advisor
An advisor can help you plan a charitable gift in your Will. For more information, read our handy guide.
Windsor
Tim A. Jones
Rock Harbour Wealth Management Inc.
Ontario
Alex Carter
Assante Capital Management Ltd.
Toronto
Magid Girgis
SafeBridge Financial Group
London
Adam Chapman
YESmoney
Ontario
Candice Jay
CC&L Private Capital
Nova Scotia
Andrew Bradshaw
iA Private Wealth
Ontario
Christine Brunsden
Trusted Legacy
Hamilton
Marie Phillips
IPC Securities
Toronto
Keith Thomson
CI Private Wealth
Ontario
Janine Purves
Assante Capital Management Ltd.
Ontario
Eva-Christine Missullis
Strategic Legacy Wealth Management
Alberta
Steve Meldrum
Swell Private Wealth
Ontario
Promod Sharma
Taxevity Insurance
Edmonton
Randy Liedtke
Planned Giving Consultant
Quebec
Jeremy Hampson
Assante Wealth Management
Alberta
Sonia Egey-Samu PFP, CIM, CEA, FCSI
Clarity Wealth Counsel Inc.
Alberta
Sterling Rempel
Future Values Estate & Financial Planning
White Rock
Dave Lee
Scotia Wealth Management
Ontario
Vlad Solokhine
Lazar-Wealth Succession Strategies
Nanaimo
Nahanni Ackroyd
Quadrus Investment Services
British Columbia
Tracey Lundell
Sea Glass Wealth Advisory Group - Harbourfront Wealth Management
Victoria
Rod Abbott
Assante Wealth Management
Ontario
Tina Tehranchian
Assante Capital Management Ltd.
Saskatoon
Shane Biehn
Connor Clark & Lunn Private Capital - Pension Caliber Portfolio Management, Alternative Investing, Strategic Philanthropic Advice
Ontario
Kim Haddy
RBC Dominion Securities
Toronto
Mimi Nguyen
Canada LIfe
Ontario
Rick Goldring
The Bay West Group Inc.
Ontario
Jack Bergmans
Bequest Insurance
Toronto
Elke Rubach
Rubach Wealth
Niagara
Marinus Koole
Christian Stewardship Services
Oakville
Gregory Kippers
Scotia Wealth Management
Kingston
Jane Lapointe
Assante Financial Management Ltd.
Halton
Joan Cosby
Assante Financial Management Ltd.
London
Ryan Fraser
Quiet Legacy Planning Group Ltd.
National
Karen Sparks
Philanthropic Advisory Services, BMO Private Wealth
Southampton
Cindy Brannan
Brannan Wealth Management
