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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
Oluwaseun Adeyemi
True Wealth Advisors
Mortgage Licenced
Insurance Licenced
Banking Commission
Fee based (AUM)
Fee Only - Flat Fee/Project Based
Fee Only - Hourly
Insurance Commission
Calgary
Harvey Agustin
Harstin Financial Corporation
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Hourly
Fee Only - Flat Fee/Project Based
Behdad Ahmadi
Mortgage Licenced
Insurance Licenced
No items found.
Mississauga
JoAnne Anderson
MoneyPower Group of Raymond James Ltd.
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Waterloo
Tracy Andrade
Marnoa Private Wealth Counsel
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee based (AUM)
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)
Richard Bank
Mortgage Licenced
Insurance Licenced
No items found.
Kitchener, Ontario
Michael Barichello
Parallel Wealth
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
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Alpha Barry
Royal Mutual Funds Inc.
Mortgage Licenced
Insurance Licenced
Banking Commission
Mumin Basic
Basic Financial Services Inc.
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Fee Only - Flat Fee/Project Based
Fee Only - Retainer Based
Insurance Commission
Vicki Battah
Industrial Alliance Securities Inc.
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Insurance Commission
Bowmanville
Christian Battistelli
Unified Advisory Group, Assante Financial Management Ltd.
Mortgage Licenced
Insurance Licenced
Insurance Commission
Minimum Fee
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Fee based (AUM)
John Baynham
Retirement Income Group
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee based (AUM)
St. Catharines
Mackenzie Berkhout
IPC Securities Corporation
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee based (AUM)
Halifax
Paul Bethel
Self employed
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Daniel Bick
IPC Securities Corporation
Mortgage Licenced
Insurance Licenced
Insurance Commission
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)
Langley, BC
Adam Bornn
Parallel Wealth Financial Group
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Jason Boudreau
Vela Wealth
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Fee Only - Retainer Based
Insurance Commission
Toronto
Paul Bourbonniere
Polson Bourbonniere Derby Wealth Management
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Todd Boyd
DKB Financial
Mortgage Licenced
Insurance Licenced
No items found.
Ponoka
Greg Braat
The Co-Operators
Mortgage Licenced
Insurance Licenced
Insurance Commission
Regina
Jackson Brailean
CI Assante Wealth Management Ltd.
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee based (AUM)
Stacey Brailean
Mortgage Licenced
Insurance Licenced
No items found.
West Vancouver
Steve Bridge
Money Coaches Canada
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Leah Brouwers
Mortgage Licenced
Insurance Licenced
No items found.
Vikki Brown
Modern Cents
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)
Scott Campbell
Align Wealth
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Fee Only - Flat Fee/Project Based
Fee Only - Retainer Based
Insurance Commission
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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)
Meghan Chomut
Meghan Chomut
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
Fee Only - Retainer Based
Greater Vancouver Metropolitan Area
Julia Chung
Spring Plans
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Seattle, WA
Jamie Clark
Ruby Pebble Financial Planning LLC
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Flat Fee/Project Based
Osoyoos
Sheldon Craig
Craig Consulting
Mortgage Licenced
Insurance Licenced
Banking Commission
Insurance Commission
Joe Curry
Matthews + Associates
Mortgage Licenced
Insurance Licenced
Banking Commission
Fee based (AUM)
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
Doug Dahmer
Retirement Navigator
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Fee Only - Flat Fee/Project Based
Fee Only - Retainer Based
Brantford
Jennifer Daniel
GP Wealth Management Corporation
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Simon Darch
Mortgage Licenced
Insurance Licenced
No items found.
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
Calgary
Kenneth (Ken) Doll
Alberta Financial Planner
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)
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)
Lethbridge
Robb Engen
Boomer & Echo
Mortgage Licenced
Insurance Licenced
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Chris Enns
PlanEasy
Mortgage Licenced
Insurance Licenced
No items found.
North Vancouver
Daniel Evans
Money Coaches Canada
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
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
Equuis Wealth Management Inc
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Jason Flynn
ABZ Financial Planning
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
Fee Only - Retainer Based
Toronto / Sherbrooke
Maggie Flynn
Team LWC, CG Wealth Management
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Vancouver
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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)
Leslie Gardner
Leslie Gardner Financial Planning
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
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