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Current Members

Member
Toronto
Lorisa Stein MA JD FEA
Lorisa Stein Family AdvoCAte
Mortgage Licenced
Insurance Licenced
Fee Only - Retainer Based
Calgary
Stephanie Stewart
Affluence Partners Inc
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Fee based (AUM)
London
Jill Teeple
Partners for Planning
Mortgage Licenced
Insurance Licenced
No items found.
Toronto
Andrea Thompson
Self Employed
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
LaSalle, Ontario
Alok Tomar
Edward Jones
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee based (AUM)
Toronto
David Toyne
Steadyhand Investment Funds
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Calgary
Tyler Troidl
Legacy Insurance and Wealth Inc.
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Calgary
Morgan Ulmer
CAring for Clients
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Victoria, BC
Alexandra Valdal
Self Employed
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Flat Fee/Project Based
Guelph, Ontario
Amanda Van Soelen
Investia Financial Services Inc.
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Brandon
Christopher Veilleux
Prairie Wealth Planning Consultants Ltd
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Retainer Based
Fee based (AUM)
Vancouver
Sheila Walkington
Money Coaches CAnada
Mortgage Licenced
Insurance Licenced
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Calgary
Sean Wilson
Moraine Wealth Advisory
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Fee based (AUM)
London
Owen Winkelmolen
PlanEasy
Mortgage Licenced
Insurance Licenced
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Richmond
Bily Xiao
Mobius Planning
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Listowel
Ben Zavitz
Wealth Labs
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee based (AUM)
Toronto
Catalin Zetu
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Hourly
Fee based (AUM)
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