FPAC Members Lookup
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Current Members
Member
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
Monique Madan
QWealth Partners
Mortgage Licenced
Insurance Licenced
Fee Only - Retainer Based
Toronto
Ahmed Mahiyan
FIRE Financial Inc. / Nextgen Financial Planning Inc.
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Toronto
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Adam Malcolm
IG Wealth Management
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee based (AUM)
Burlington, Ontario
Sandra Mann
Money Coaches Canada
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
Gordon Manzer
The Co-Operators
Mortgage Licenced
Insurance Licenced
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Colin Marcus
YourLife Financial Wealth Management of Designed Securities Inc.
Mortgage Licenced
Insurance Licenced
No items found.
Calgary
David Martel
Brand: Apex Wealth Planning, Dealer: IPC
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Hourly
Fee Only - Retainer 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
Langley
Kyle Martins
Parallel Wealth
Mortgage Licenced
Insurance Licenced
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
RBC Wealth Management Financial Services
Mortgage Licenced
Insurance Licenced
Insurance Commission
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Montreal, QC
Roger Massicotte
Ma Vie - Mes Finances
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
London
Anne Marie Mathies
BDO Canada LLP
Mortgage Licenced
Insurance Licenced
Minimum Fee
Fee Only - Hourly
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Halifax
Ben Mayhew
Aergo Financial Planning
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Jeff McCartney
Objective Financial Partners
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Peterborough
Brian McCrae
Mortgage Licenced
Insurance Licenced
No items found.
Kitchener Waterloo
Sara McCullough
self
Mortgage Licenced
Insurance Licenced
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
Toronto
Chris Merrick
Merrick Financial Inc.
Mortgage Licenced
Insurance Licenced
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Rachel Metzger
CAring for Clients
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Calgary
David Miller
Cardinal Point Focus Partners Canada
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
Fee based (AUM)
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Toronto
Zael Miransky
MCO Private Wealth
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Hourly
Fee Only - Flat Fee/Project Based
Fee based (AUM)
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
Moncton, NB
Dominic Noel
Noël Private Wealth
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Barrie
Allan Norman
Atlantis Financial Inc.
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Angela Oddo
Mortgage Licenced
Insurance Licenced
No items found.
London, ON
Reid Palmer
The Andrews Group - Assante Capital Management Ltd.
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Cory Papineau
National Bank Financial Inc.
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
Vancouver
Kevin Parton
VELA Wealth
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Toronto
Jason Pereira
Woodgate Financial Inc.
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Calgary, Alberta
Reagan Pflug
Networth Management
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Hourly
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
Toronto
Chelsea Prime-Ricchio
Bird's Eye Wealth Planners
Mortgage Licenced
Insurance Licenced
No items found.
Kris Read
Sygnet Capital Inc.
Mortgage Licenced
Insurance Licenced
Fee Only - Retainer Based
Fee based (AUM)
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
Royal Bank of Canada - Personal Banking (Retail)
Mortgage Licenced
Insurance Licenced
No items found.
Victoria, BC
Evan Riddell
Riddell Wealth Management | Richardson Wealth
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Calgary and Phoenix
Terry Ritchie
Cardinal Point Wealth
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Morden, Manitoba
Brad Ritchie
TruPath Financial Solutions
Mortgage Licenced
Insurance Licenced
Fee Only - Retainer Based
Misssissauga, Ontario
Jamie Robb
Fiducia Wealth Management
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Hourly
Fee based (AUM)
Scott Robertson
Tasman Financial Services
Mortgage Licenced
Insurance Licenced
Fee Only - Retainer Based
Winnipeg
Darryl Robinson
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Peterborough, ON
Doug Robinson
Veritable Wealth Advisory Inc.
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
GTA West
Sam Rook
Q Wealth
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee based (AUM)
Moose Jaw
Aaron Ruston
Purposed Financial Corporation
Mortgage Licenced
Insurance Licenced
Insurance Commission
% of Net Worth
Ottawa
William Rychliwsky
Been There Financial Planning
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Flat Fee/Project Based
Vancouver
Brinsley Saleken
Macdonald, Shymko & Company Ltd.
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee based (AUM)
Regina
Scott Sather
Awaken Wealth Management Ltd
Mortgage Licenced
Insurance Licenced
Insurance Commission
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
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Chris Scheele
Align Wealth
Mortgage Licenced
Insurance Licenced
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Toronto
Elisabeth Schieck
The New School of Finance Inc.
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Flat Fee/Project Based
Victoria, BC
Cole Schneider
The Dixon Davis Group
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Calgary
Ashok Sharma
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
St. Albert
Nathen Shelemey
Shelemey Wealth Advisory Inc.
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Retainer Based
Fee based (AUM)
Toronto (Downtown)
Andrew Sheppard
Flatiron Wealth Management Inc.
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Huntsville, Ontario
Mitchell Shields
Still Water Financial Partners
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Retainer Based
Shannon Lee Simmons
New School of Finance
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
Fee Only - Hourly
Fee Only - Retainer Based
Ottawa
Jason Simpson
IPC Securities / Trailway Wealth Advisors Inc
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Aravind Sithamparapillai
Ironwood Wealth Management Group
Mortgage Licenced
Insurance Licenced
No items found.
Hamilton
Calvin Smeding
Manulife Wealth Inc.
Mortgage Licenced
Insurance Licenced
Banking Commission
Insurance Commission
Fee based (AUM)
Zak Smith
Consultant | Financial Planning | Education & Training
Mortgage Licenced
Insurance Licenced
No items found.
Peterborogh
Paulo Songane
True North Retirement Counsel
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Burnaby, BC
Alison Stafford
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
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