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Current Members
Member
London
Samuel Lichtman
Founder at Millen Wealth Advisors
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Hourly
Fee based (AUM)
Vancouver, BC
Allen Lin
CanPlan Financial
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
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
RBC Family Office Services
Mortgage Licenced
Insurance Licenced
No items found.
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, NS
Keith MacKay MFA-P, CHS, RCIS
Self-employed with Desjardins
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
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
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Advice-Only
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
Grace Mann
TD Wealth
Mortgage Licenced
Insurance Licenced
No items found.
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
Advice-Only
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
_e44889c8-3a65-419a-a6a2-5f51a2ef4979.jpeg)
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
Advice-Only
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
Advice-Only
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
Advice-Only
Thunder Bay, Ontario
_6c77e0e9-fc3b-4c66-8e17-f402384af75e.jpeg)
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
Advice-Only
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
Advice-Only
Toronto
Chris Merrick
Merrick Financial Inc.
Mortgage Licenced
Insurance Licenced
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Advice-Only
Calgary
David Miller
Cardinal Point Focus Partners Canada
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
Fee based (AUM)
_ddc6bca2-6d35-4729-beb5-b9c6ba62a539.jpeg)
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
Advice-Only
Toronto
Jessica Moorhouse
MoorMoney Media Inc.
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
Edmonton
MARKUS MUHS
Canaccord Genuity Wealth Management
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
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)
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
Fee Only - Hourly
Fee based (AUM)
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
Advice-Only
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)
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)
KRISTIAN SABRAMSKY
Self
Mortgage Licenced
Insurance Licenced
No items found.
Vancouver
Brinsley Saleken
Macdonald, Shymko & Company Ltd.
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee based (AUM)
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