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Current Members
Member
William Barreca
IPC Securities Corporation
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Marc Berger
Creative Planning Financial Group
Mortgage Licenced
Insurance Licenced
Insurance Commission
Minimum Fee
Fee based (AUM)
Vancouver
Ian Black
Macdonald, Shymko & Company Ltd.
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee based (AUM)
Ponoka
Greg Braat
The Co-Operators
Mortgage Licenced
Insurance Licenced
Insurance Commission
London
Clayton Brown
Self Employed
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Toronto
Pawel Brzeminski
Snap Projections
Mortgage Licenced
Insurance Licenced
No items found.
Toronto
Coleen Clark
Ryerson University
Mortgage Licenced
Insurance Licenced
No items found.
Toronto
Michael Curtis
Vision Systems Corp.
Mortgage Licenced
Insurance Licenced
No items found.
Jennifer Daniel
GP Wealth Management Corporation
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
Michael Deepwell
Lamp Financial Inc.
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Cambridge (Waterloo Region), Ontario
Paul Duxbury
Duxbury and Associates
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Flat Fee/Project Based
Winnipeg
Jason Evans
Evans Retirement Planning
Mortgage Licenced
Insurance Licenced
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
Ancaster
Letitia Fluit
IPC Securities Corporation
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
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
Victoria, British Columbia
Glory Gray
Self Employed
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee based (AUM)
North Vancouver
Doreen Gregson
The Co-Operators
Mortgage Licenced
Insurance Licenced
Insurance Commission
Toronto
George Hartman
Market Logics / Ultimate Practice
Mortgage Licenced
Insurance Licenced
No items found.
Ottawa, Kingston, Toronto
Debbie Hartzman
Professional Investments (Kingston) Inc.
Mortgage Licenced
Insurance Licenced
Insurance Commission
% of Net Worth
Mississauga, Ontario
Heather Holjevac
Holjevac Financial Group
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Markham
Nicholas Hui
VAVE Financial Planning
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
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
Robert Lamb
123RETIRE
Mortgage Licenced
Insurance Licenced
Insurance Commission
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)
Niagara Area, Ontario
Brett Martinson
Parallel Wealth Financial Group
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
Vancouver
Jesse Martyn
CAnaccord Genuity Wealth Management
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Hourly
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
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
Cornwall, On
Max Ming
Self Employed
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Dieppe, NB
Dominic Noel
Investia Financial Services Inc.
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Victoria, BC
Evan Riddell
Investors Group Securities Inc.
Mortgage Licenced
Insurance Licenced
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
St. Albert
Nathen Shelemey
Shelemey Wealth Advisory Inc.
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Retainer Based
Fee based (AUM)
Oakville
Mitchell Shields
CAnaccord Genuity Wealth Management
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Flat Fee/Project Based
Fee based (AUM)
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)
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)
Calgary
Tyler Troidl
Legacy Insurance and Wealth Inc.
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
Fee based (AUM)
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)
Richmond
Bily Xiao
Mobius Planning
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Fee based (AUM)
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