FPAC Members Lookup

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Current Members

Member
Lethbridge
Drew Adamick
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Calgary
Harvey Agustin
Harstin Financial Corporation
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Hourly
Fee Only - Flat Fee/Project Based
Markham
Christian Battistelli
Assante Financial Management Ltd.
Mortgage Licenced
Insurance Licenced
Banking Commission
Insurance Commission
Minimum Fee
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Toronto
Rona Birenbaum
Caring for Clients
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Vancouver
Teresa Black Hughes
RGF Integrated Wealth Management
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Hourly
Fee Only - Flat Fee/Project Based
Fee based (AUM)
West Vancouver
Steve Bridge
Money Coaches Canada
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
London
Clayton Brown
Self Employed
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
London
Adam Chapman
YESmoney
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Ayr
Jason Charrette
IPC Securities Corporation
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Noel D'Souza
Money Coaches Canada
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Victoria
Lenore Davis
Self Employed
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Vancouver
Michael Deepwell
Lamp Financial Inc.
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Calgary
Kenneth (Ken) Doll
Wealth Architects Inc.
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
OSHAWA
R Derek Dutka
Assante Financial Management Ltd.
Mortgage Licenced
Insurance Licenced
Banking Commission
Insurance Commission
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Calgary
Russ Dyck
Finovo
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
KItchener/Waterloo
Alfred Feth
Feth Financial Services
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Ottawa
Ayana Forward
Retirement In View
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Richmond, BC / Calgary, AB
Shyam Ganesh
Grow Your Wealth Financial Planning Ltd.
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Milton, ON
Sean George
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Victoria & Nanoose Bay, BC
Glory Gray
Self Employed
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee based (AUM)
Mississauga, Ontario
Heather Holjevac
Holjevac Financial Group
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Winnipeg
Jarrett Holmes
Mortgage Licenced
Insurance Licenced
Insurance Commission
Minimum Fee
Fee Only - Retainer Based
Fee based (AUM)
Vancouver
Jacky Ip
OCEAn 6 Wealth Advisory
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Hacketts Cove
Bob Joyce
Fair Winds Financial Coach
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
St. Thomas
Justine Kelly
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Flat Fee/Project Based
Edmonton
Crystal Kelly
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Flat Fee/Project Based
Rick Lachine
RLA Financial
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Ottawa
Marc Lamontagne
Ryan Lamontagne Inc.
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Beloeil, Qc
Michel Lefebvre
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Mark Lotocky
Dixon, Davis & Company
Mortgage Licenced
Insurance Licenced
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Halifax
Trent MacKeen
First Wealth Advisors
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Toronto
Ahmed Mahiyan
FIRE Financial Inc.
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Gravenhurst
Sandi Martin
Self Employed
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Montreal
Roger Massicotte
Ma Vie - Mes Finances
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Halifax
Ben Mayhew
Aergo Financial Planning
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Squamish
Hannah McVean
Mortgage Licenced
Insurance Licenced
Minimum Fee
Fee Only - Hourly
Fee Only - Flat Fee/Project Based
Calgary
Munish Mehan
Mortgage Licenced
Insurance Licenced
Insurance Commission
Minimum Fee
Fee based (AUM)
Calgary
Spencer Mellace
Experience Financial - Coaching and Consulting
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Salt Spring Island
Karin Mizgala
Money Coaches Canada
Mortgage Licenced
Insurance Licenced
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Dieppe, NB
Dominic Noel
Investia Financial Services Inc.
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Vancouver & Coquitlam
Kristen Pedersen
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Toronto
Jason Pereira
Woodgate Financial Inc.
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Edmonton
Jeremiah Renner
Mortgage Licenced
Insurance Licenced
Insurance Commission
% of Net Worth
Fee Only - Hourly
Fee Only - Flat Fee/Project Based
Winnipeg
Darryl Robinson
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
GTA West
Sam Rook
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee based (AUM)
Regina
Scott Sather
Awaken Wealth Management Ltd
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Fee based (AUM)
London, ON
Russell Sawatsky
Money Architect Financial Planning
Mortgage Licenced
Insurance Licenced
% of Net Worth
% of Income
Minimum Fee
Fee Only - Flat Fee/Project Based
Edmonton
Chris Scheele
Forerunner Financial Coaching
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
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