FPAC Members Lookup
While FPAC strives to keep the planners directory up-to-date, we strongly recommend that you confirm planners' certification status by checking with FP Canada and on the IAFP website.
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Current Members
Member
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
Behdad Ahmadi
Mortgage Licenced
Insurance Licenced
No items found.
Toronto
Damir Alnsour
Westmount Wealth Management Inc.
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Mississauga
JoAnne Anderson
MoneyPower Group of Raymond James Ltd.
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Riley Anderson
InvestorDNA
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
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)
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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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)
Marc Berger
Creative Planning Financial Group
Mortgage Licenced
Insurance Licenced
Insurance Commission
Minimum Fee
Fee based (AUM)
St. Catharines
Mackenzie Berkhout
Autonomy Financial Planning
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
Fee Only - Hourly
Fee Only - Flat Fee/Project Based
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
iA Private Wealth
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
Advice-Only
London
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Patrick Briscoe
Bayswater Wealth Management - IPC Investment Corporation
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee based (AUM)
Leah Brouwers
Mortgage Licenced
Insurance Licenced
No items found.
Vikki Brown
Modern Cents
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Advice-Only
London, ON
Clayton Brown
Signal Financial Planning Inc.
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Flat Fee/Project Based
Windsor & Toronto, Ontario
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DYLAN BROWN
Brown & Associates Wealth Management
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Toronto
Anita Bruinsma
Clarity Personal Finance
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Flat Fee/Project Based
Advice-Only
St. ALBERT
Mark Brunelle
Brunelle Financial Planning Group Ltd.
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee based (AUM)
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)
_5de71a94-dc90-4837-847f-e45fcedaa930.jpeg)
Scott Campbell
Align Wealth
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Fee Only - Flat Fee/Project Based
Fee Only - Retainer Based
Insurance Commission
Toronto
Herman Chan
Crimson Financial
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Mississauga
William Chan
Modern Vision Planning
Mortgage Licenced
Insurance Licenced
Banking Commission
Insurance Commission
% of Net Worth
Fee Only - Hourly
Fee Only - Retainer 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)
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
Advice-Only
Seattle, WA
Jamie Clark
Ruby Pebble Financial Planning LLC
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Flat Fee/Project Based
Vancouver, Ucluelet, Tofino
Angelo Corlazzoli
Raymond James LTD
Mortgage Licenced
Insurance Licenced
No items found.
Cochrane
ellen covey
Elevate Financial Strategies Inc
Mortgage Licenced
Insurance Licenced
No items found.
Osoyoos
Sheldon Craig
Craig Consulting
Mortgage Licenced
Insurance Licenced
Banking Commission
Insurance Commission
Halifax NS
Brandon Croken
CU Financial Management
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee based (AUM)
Joe Curry
Matthews + Associates
Mortgage Licenced
Insurance Licenced
Banking Commission
Fee based (AUM)
Insurance Commission
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)
Ottawa
Andrew Darch
Kinridge Financial
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Flat Fee/Project Based
Advice-Only
Edmonton
Brandon Davies
Clarity Cross Border Inc.
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Advice-Only
Victoria
Lenore Davis
Self Employed
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
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Ottawa/ Virtual across Canada
Rianne de Castro
De Castro Wealth Services
Mortgage Licenced
Insurance Licenced
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
Advice-Only
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
Advice-Only
Kristine Douglas
Self-emplyed
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Flat Fee/Project Based
St. John's, NL/ Wolfville, NS
Meghan Drover
Meghan Drover Financial
Mortgage Licenced
Insurance Licenced
Insurance Commission
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
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
Advice-Only
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)
Medicine Hat
A. Craig Elder
RBC Dominion Securities Inc.
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Lethbridge
Robb Engen
Boomer & Echo
Mortgage Licenced
Insurance Licenced
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
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