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Current Members

Member
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)
Rhys Martell
Well Built Wealth
Mortgage Licenced
Insurance Licenced



No items found.
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
Michael Masotti
Novel Wealth
Mortgage Licenced
Insurance Licenced



No items found.
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
Halifax
Ben Mayhew
Aergo Financial Planning
Mortgage Licenced
Insurance Licenced



Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
John McAuley
McAuley Financial Services Inc
Mortgage Licenced
Insurance Licenced



No items found.
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
Regina, Sk
Ryan McDonald
Thrive Wealth Strategies
Mortgage Licenced
Insurance Licenced



Fee based (AUM)
Squamish, BC
Mark McGrath
PWL Capital Inc.
Mortgage Licenced
Insurance Licenced



Fee based (AUM)
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)
Cornwall, On
Max Ming
Self Employed
Mortgage Licenced
Insurance Licenced



Fee based (AUM)
Pedro Miranda
RBC ROYAL BANK
Mortgage Licenced
Insurance Licenced



No items found.
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
Kelowna
Derek Moran
Smarter Financial Planning
Mortgage Licenced
Insurance Licenced



Fee Only - Hourly
Toronto
Tim Nash
Good Investing
Mortgage Licenced
Insurance Licenced



Fee Only - Hourly
Evan Neufeld
Enns & Baxter Wealth Management
Mortgage Licenced
Insurance Licenced



No items found.
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)
Kevin O'Connor
McAuley Financial Services Inc
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)
Evan Parubets
Steadyhand Investment Funds
Mortgage Licenced
Insurance Licenced



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)
Johanne Plamondon
Raymond James Ltd.
Mortgage Licenced
Insurance Licenced



No items found.
Cambridge (Waterloo Region)
Brenda Potter Phelan
(Self) Silver Compass Inc
Mortgage Licenced
Insurance Licenced



Fee Only - Flat Fee/Project Based
Fee based (AUM)
Ottawa
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.
Regina
Nicole Putz
Wolfond Financial
Mortgage Licenced
Insurance Licenced



Fee based (AUM)
Barak Queija
Queija Wealth Management
Mortgage Licenced
Insurance Licenced



No items found.
John Racine
Racine Financial ltd
Mortgage Licenced
Insurance Licenced



No items found.
Kris Read
Sygnet Capital Inc.
Mortgage Licenced
Insurance Licenced



Fee Only - Retainer Based
Fee based (AUM)
Colin Reid
Aligned CApital Partners Inc.
Mortgage Licenced
Insurance Licenced



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
Scott Rizzuto
IPC Securities Corporation
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)
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)
Anup Ruparelia
Affinity Capital Management Inc
Mortgage Licenced
Insurance Licenced



No items found.
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
Ottawa
Ziad Sahuri
Parallel Wealth Financial Group
Mortgage Licenced
Insurance Licenced



No items found.
Toronto
Harry Sale
Raymond James Ltd.
Mortgage Licenced
Insurance Licenced



Fee based (AUM)
Vancouver
Brinsley Saleken
Macdonald, Shymko & Company Ltd.
Mortgage Licenced
Insurance Licenced



Fee Only - Hourly
Fee based (AUM)
Shea Sanche
Insight Planning
Mortgage Licenced
Insurance Licenced



No items found.
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
Chris Scheele
Align Wealth
Mortgage Licenced
Insurance Licenced



Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Sherwood Park
Gregory Scherf
IG Wealth Management
Mortgage Licenced
Insurance Licenced



No items found.
Toronto
Elisabeth Schieck
The New School of Finance Inc.
Mortgage Licenced
Insurance Licenced



Fee Only - Hourly
Fee Only - Flat Fee/Project Based
Krystyn Schilling
Schilling Financial
Mortgage Licenced
Insurance Licenced



No items found.
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
Vancouver
Jay Shapka
6 East Financial
Mortgage Licenced
Insurance Licenced



Fee based (AUM)
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.
Scott Skjei
IG Wealth Management
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
Richardson Wealth Limited
Mortgage Licenced
Insurance Licenced



No items found.
Peterborogh
Paulo Songane
True North Retirement Counsel
Mortgage Licenced
Insurance Licenced



Fee based (AUM)
Brayden Speight
Insight Planning
Mortgage Licenced
Insurance Licenced



No items found.
Burnaby, BC
Alison Stafford
Mortgage Licenced
Insurance Licenced



Fee Only - Flat Fee/Project Based
Adam Stanish
Mortgage Licenced
Insurance Licenced



No items found.
Kitchener
Tanya Staples
Mortgage Licenced
Insurance Licenced



Fee Only - Hourly
Edmonton
Jodie L Stauffer
Money Coaches Canada
Mortgage Licenced
Insurance Licenced



Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Shay Steacy
Modern Cents
Mortgage Licenced
Insurance Licenced



Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Cambridge
Adam Steckly
Steward Group
Mortgage Licenced
Insurance Licenced



No items found.
Michael Steele
Mortgage Licenced
Insurance Licenced



No items found.
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)
Dartmouth, Nova Scotia
Fortune, Stewart
Investment Planning Counsel
Mortgage Licenced
Insurance Licenced



No items found.
Gordon Stockman
Efficient Wealth Management
Mortgage Licenced
Insurance Licenced



Fee Only - Flat Fee/Project Based
Fee Only - Retainer Based
Ria Stroppa
The Dixon Davis Group
Mortgage Licenced
Insurance Licenced



No items found.
Jennifer Strymecki
Self
Mortgage Licenced
Insurance Licenced



Fee Only - Hourly
Fee Only - Flat Fee/Project Based
Ottawa
Callum Sutherland
Callum Sutherland
Mortgage Licenced
Insurance Licenced



Fee Only - Flat Fee/Project Based
Fee based (AUM)
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