Member LoginDashboard

FPAC Members Lookup

Narrow Your Search

Compensation Models
Areas of Specialization
Provinces Licensed
Clear Filters
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Current Members

Member
Calgary
Mark Lepine
CIBC Private Wealth
Mortgage Licenced
Insurance Licenced



Fee based (AUM)
Orillia
Jed Levene
Rockwater Wealth Management
Mortgage Licenced
Insurance Licenced



Fee based (AUM)
Guelph
Tim Lew
Kind Wealth
Mortgage Licenced
Insurance Licenced



% of Net Worth
Ottawa
Jorn Lewis
Tradex Management Inc.
Mortgage Licenced
Insurance Licenced



Fee based (AUM)
London
Samuel Lichtman
Founder at Millen Wealth Advisors
Mortgage Licenced
Insurance Licenced



Insurance Commission
Fee Only - Hourly
Fee based (AUM)
Vancouver, BC
Allen Lin
The Financial Planners
Mortgage Licenced
Insurance Licenced



Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Saskatoon
THOMAS LISKA
SCOTIA WEALTH MANAGEMENT
Mortgage Licenced
Insurance Licenced



No items found.
Kelowna
Jake Lockhart
Aligned Capital Partners
Mortgage Licenced
Insurance Licenced



Insurance Commission
Fee based (AUM)
Mark Lotocky
Dixon, Davis & Company
Mortgage Licenced
Insurance Licenced



Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Kendal
Patti Lucas
Monarch Wealth Corporation
Mortgage Licenced
Insurance Licenced



Insurance Commission
Fee based (AUM)
Toronto
James MacBride
Stewart & Kett Financial Advisors Inc.
Mortgage Licenced
Insurance Licenced



Fee Only - Retainer Based
Halifax
Sheumas MacDonald
Assante Wealth Management
Mortgage Licenced
Insurance Licenced



Fee based (AUM)
VANCOUVER
REID MACDONALD
Raymond James
Mortgage Licenced
Insurance Licenced



Minimum Fee
Fee based (AUM)
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
Adam Malcolm
IG Wealth Management
Mortgage Licenced
Insurance Licenced



Insurance Commission
Fee based (AUM)
Vancouver
Kathryn Mandelcorn
Vancity Credit Union
Mortgage Licenced
Insurance Licenced



No items found.
Kent Manderville
Polaris Wealth
Mortgage Licenced
Insurance Licenced



No items found.
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)
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
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
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
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)
Thunder Bay, Ontario
Heather McLeod
Heather McLeod Wealth
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
Spencer Mellace
Experience Financial - Coaching and Consulting
Mortgage Licenced
Insurance Licenced



Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Rafael Mendes
Well Built Wealth
Mortgage Licenced
Insurance Licenced



No items found.
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
Ming & Associates
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
Toronto
Jessica Moorhouse
MoorMoney Media Inc.
Mortgage Licenced
Insurance Licenced



Fee Only - Flat Fee/Project Based
Kelowna
Derek Moran
Smarter Financial Planning
Mortgage Licenced
Insurance Licenced



Fee Only - Hourly
Edmonton
MARKUS MUHS
Canaccord Genuity Wealth Management
Mortgage Licenced
Insurance Licenced



Fee based (AUM)
Sean Murphy
Murphy Planning Partners
Mortgage Licenced
Insurance Licenced



No items found.
Toronto
Tim Nash
Good Investing
Mortgage Licenced
Insurance Licenced



Fee Only - Hourly
Saskatoon
Evan Neufeld
Cedar Point Wealth
Mortgage Licenced
Insurance Licenced



Fee Only - Flat Fee/Project Based
Fee based (AUM)
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)
Ottawa
Kevin O'Connor
Canadian Financial Planning Partners
Mortgage Licenced
Insurance Licenced



Insurance Commission
Fee based (AUM)
Regina, Saskatchewan
Angela Oddo
Fiducia Financial Solutions Inc
Mortgage Licenced
Insurance Licenced



Insurance Commission
Fee based (AUM)
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)
Hervin Pesa
Aware Financial Inc.
Mortgage Licenced
Insurance Licenced



No items found.
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



Fee Only - Hourly
Fee based (AUM)
Regina
Nicole Putz
Wolfond Financial
Mortgage Licenced
Insurance Licenced



Fee based (AUM)
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
Vineland
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)
Thornhill
Anup Ruparelia
Affinity Capital Management Inc
Mortgage Licenced
Insurance Licenced



Minimum Fee
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
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
Toronto
Edward Sabat
Mortgage Licenced
Insurance Licenced



Insurance Commission
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Ottawa
Ziad Sahuri
Providential Financial Planning
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
Joe Schaab
Familia Wealth Management Inc
Mortgage Licenced
Insurance Licenced



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



Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
No results found. Please edit the search.
Thanks for visiting!

Our member directory is currently under construction and will return soon!
Tax Planning
Succession Planning
Tax Filing
SRI
Portfolio Management
Retirement Income Planning
Insurance Planning
Investment Management
Group Investment Planning
Group Insurance Planning
Financial Planning
Executive Compensation
Estate Planning
ESG & Impact Investing
Crossborder Planning (US/Canada)
Divorce
Crossborder Planning (Canada/Other)
Corporate Insurance Planning
Corporate Tax Planning
Corporate Financial Planning
Yukon
Saskatchewan
Prince Edward Island
Quebec
Ontario
Alberta
Nunavut
Nova Scotia
Northwest Territories
Manitoba
British Columbia
Newfoundland and Labrador
New Brunswick
MacBook Displaying Google Login
Financial Planning Association of Canada Logoadmin@fpassociation.ca

Toronto, ON

About Us

Our Mission & Vision
Our Values & Charter
The Fiduciary Pledge
Our Community
Board & Executive
Membership Standards
Contact Us

Our Work

Advocacy & Objectives
Projects & Initiatives
Partners & Sponsors
FPAC Awards
FAQ

Find a Financial Planner

Members Directory
Why you need a Financial Planner
Why choose an FPAC member
Pro Bono Financial Planning

Media Centre

Media Centre
Become a Member Today
© 2019 - 2025 All Rights Reserved. The Financial Planning Association of Canada™ and FPAC™
Back to Top
Designed by