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Current Members
Member
Lethbridge
Drew Adamick
Divergent Financial Planning
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
Toronto
Matthew Ardrey
TriDelta Private Wealth
Mortgage Licenced
Insurance Licenced
Fee Only - Retainer Based
Fee based (AUM)
Vermilion
Meagan Balaneski
Cup of T Financial Planning
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
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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
John Baynham
Retirement Income Group
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Marc Berger
Creative Planning Financial Group
Mortgage Licenced
Insurance Licenced
Insurance Commission
Minimum Fee
Fee based (AUM)
St. Catharines
Mackenzie Berkhout
IPC Securities Corporation
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
London
Mark Berry
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Toronto
Rona Birenbaum
Caring for Clients
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Vancouver
Ian Black
Macdonald, Shymko & Company Ltd.
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
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)
Toronto
Paul Bourbonniere
Polson Bourbonniere Derby Wealth Management
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Ponoka
Greg Braat
The Co-Operators
Mortgage Licenced
Insurance Licenced
Insurance Commission
West Vancouver
Steve Bridge
Money Coaches Canada
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Vikki Brown
Modern Cents
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
Whitehorse
Dianne Bruce
RBC Dominion Securities Inc.
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee based (AUM)
Banff, AB
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Allan (they/iel) Buckingham
Outdoor Life Planning
Mortgage Licenced
Insurance Licenced
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Toronto
John Burns
Mortgage Licenced
Insurance Licenced
No items found.
Saskatoon
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Tre Bynoe
Aviso Wealth/ TCU Wealth Management
Mortgage Licenced
Insurance Licenced
Banking Commission
Fee Only - Hourly
Fee Only - Flat Fee/Project Based
Fee based (AUM)
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)
Greater Vancouver Metropolitan Area
Julia Chung
Spring Plans
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Toronto
Jeff Conron
Mortgage Licenced
Insurance Licenced
No items found.
Osoyoos
Sheldon Craig
Craig Consulting
Mortgage Licenced
Insurance Licenced
Banking Commission
Insurance Commission
Calgary, AB
Lori Curtiss
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Noel D'Souza
Money Coaches Canada
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Brantford
Jennifer Daniel
GP Wealth Management Corporation
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Victoria
Lenore Davis
Self Employed
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Vancouver
Ngoc Day
MacDonald Shymko & Company Ltd.
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee based (AUM)
Vancouver
Michael Deepwell
Lamp Financial Inc.
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Ilaria Defendi
i2 Wealth - Cross Border Planning
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Victoria
Manuel Del Dago
Credential Qtrade Securities Inc.
Mortgage Licenced
Insurance Licenced
No items found.
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)
Cambridge (Waterloo Region), Ontario
Paul Duxbury
Duxbury and Associates
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Flat Fee/Project Based
Calgary
Russ Dyck
Finovo
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Vancouver
Graeme Egan
CastleBay Wealth Management Inc.
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Winnipeg
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Jason Evans
Evans Retirement Planning
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
Mississauga
David Field
Papyrus Planning
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
VERNON, BC and Alberta and Saskatchewan
Janet Fish
Financial Horizons Group
Mortgage Licenced
Insurance Licenced
Banking Commission
Insurance Commission
Fee Only - Flat Fee/Project Based
Toronto / Sherbrooke
Maggie Flynn
Team LWC, CG Wealth Management
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Vancouver
_1c33f958-91a9-4903-aaa7-0cd303ec13e0.jpeg)
Wesley Fong
CWB Wealth
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Oakville
Meri-Li Forrest
Be Wealthy Financial Coaching Inc.
Mortgage Licenced
Insurance Licenced
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)
Swift Current
Candace Gelleta
self employed
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
Milton, ON
Sean George
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
_2f28b13d-0b63-4c4c-abc8-ba989f5fab2d.jpeg)
Anna Golan-Reznick
Smart Move Financial Planning
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Flat Fee/Project Based
North Vancouver
Doreen Gregson
The Co-Operators
Mortgage Licenced
Insurance Licenced
Insurance Commission
Ottawa, Kingston, Toronto
Debbie Hartzman
Professional Investments (Kingston) Inc.
Mortgage Licenced
Insurance Licenced
Insurance Commission
% of Net Worth
Toronto
Brenda Hiscock
Objective Financial Partners
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
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)
Markham
Nicholas Hui
VAVE Financial Planning
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
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Angelina Hung
Mortgage Licenced
Insurance Licenced
No items found.
Vancouver
Jacky Ip
In-Gauged Financial Services Ltd.
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
Edmonton
Crystal Kelly
Amani Financial Inc - founder
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Val Kumagai
Money Coaches Canada
Mortgage Licenced
Insurance Licenced
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)
Edmonton
Robert Lamb
123RETIRE
Mortgage Licenced
Insurance Licenced
Insurance Commission
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
Kendal
Patti Lucas
Monarch Wealth Corporation
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee based (AUM)
Edmonton
MARKUS MUHS
Canaccord Genuity Wealth Management
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Edmonton
Greg MacIntosh
Statera Financial Planners
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee based (AUM)
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
Niagara Area, Ontario
Brett Martinson
Parallel Wealth Financial Group
Mortgage Licenced
Insurance Licenced
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
Irina Matco
i2 Wealth Cross Border Planning
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
Objective Financial Partners
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
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
Calgary
David Miller
Cardinal Point Wealth
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
Fee based (AUM)
_ddc6bca2-6d35-4729-beb5-b9c6ba62a539.jpeg)
Salt Spring Island
Karin Mizgala
Money Coaches Canada
Mortgage Licenced
Insurance Licenced
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Toronto
Tim Nash
Good Investing
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
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)
Cambridge (Waterloo Region)
Brenda Potter Phelan
(Self) Silver Compass Inc
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Ottawa
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Richard Predham
Impact Financial Planning Inc.
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Vancouver and Port Moody, BC
Jenny Reimer
Money Coaches Canada
Mortgage Licenced
Insurance Licenced
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Edmonton
Jeremiah Renner
Mortgage Licenced
Insurance Licenced
Insurance Commission
% of Net Worth
Fee Only - Hourly
Fee Only - Flat Fee/Project Based
Kenora
Karen Richardson
RBC Dominion Securities Inc.
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Victoria, BC
Evan Riddell
Investors Group Securities Inc.
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Calgary and Phoenix
Terry Ritchie
Cardinal Point Wealth
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Misssissauga, Ontario
Jamie Robb
Fiducia Wealth Management
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Hourly
Fee based (AUM)
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