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Current Members
Member
Liisa Tatem
Money Coaches Canada
Mortgage Licenced
Insurance Licenced
No items found.
Kelly Thomas
PWL Capital
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Toronto
Andrea Thompson
Modern Cents
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Vikas Tiwari
Keybase Financial Group Inc.
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Shawn Todd
ECIVDA
Mortgage Licenced
Insurance Licenced
No items found.
LaSalle, Ontario
Alok Tomar
Edward Jones
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee based (AUM)
Conrad Toner
TNRC Wealth Management Inc.
Mortgage Licenced
Insurance Licenced
No items found.
Nickolas Tresoor
Tresoor Financial Services Ltd.
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Ottawa
Andrew Tricomi
self employed - Andrew Tricomi Financial Advisor
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Calgary
Tyler Troidl
Well Built Wealth
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Alysha Tse
Richardson Wealth Limited
Mortgage Licenced
Insurance Licenced
No items found.
Melanie Twietmeyer
Investment Planning Counsel
Mortgage Licenced
Insurance Licenced
No items found.
Calgary
Morgan Ulmer
Caring for Clients
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Victoria, BC
Alexandra (Alyx) Valdal
Iron & Pearl Financial
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Hourly
Fee Only - Flat Fee/Project Based
Carlo Valle
IG Wealth Management
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Insurance Commission
Tracy Vallis
Self employed Financial Planner Sun Life/Accent Financial Solutions
Mortgage Licenced
Insurance Licenced
No items found.
Guelph, Ontario
Amanda Van Soelen
Designed Securities
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Brandon
Christopher Veilleux
Prairie Wealth Planning Consultants Ltd
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Retainer Based
Fee based (AUM)
Metro Vancouver
Richard Vetter
WealthSmart Inc.
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee based (AUM)
Markham
Anthony Visconti
Quadrus Investment Services Ltd.
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Brian WARD
By Design Financial Services Inc.
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Erik Wachman
Mortgage Licenced
Insurance Licenced
No items found.
Mark Walhout
Walhout Financial
Mortgage Licenced
Insurance Licenced
No items found.
Vancouver
Sheila Walkington
Money Coaches Canada
Mortgage Licenced
Insurance Licenced
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Kelowna
Mike Waller
IPC Securities Corporation
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Lethbridge, Alberta
Adam Weersink
Cox Financial Group - Aligned Capital Partners
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee based (AUM)
Vaughan
Joshua Weiss
Quadrant Private Wealth
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Monica Weissmann
Manulife Securities Inc.
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Insurance Commission
Lucas Wennersten
49th Parallel Wealth Management
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Whitby, ON
Christine White
Money Coaches Canada
Mortgage Licenced
Insurance Licenced
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Brandon Wiebe
Money Helps Financial Services
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
Langley
Chris Wiens
Cedar Rock Financial Group
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Retainer Based
Fee based (AUM)
Abbotsford
Steve Willems
Willems Wealth Planning Group
Mortgage Licenced
Insurance Licenced
Insurance Commission
Minimum Fee
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Vancocuver
Christine Williston
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Calgary
Sean Wilson
Moraine Wealth Advisory
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Ben Wilson
PWL Capital Inc.
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Calgary
Erin Wilson
IG Wealth Management
Mortgage Licenced
Insurance Licenced
No items found.
London
Owen Winkelmolen
PlanEasy
Mortgage Licenced
Insurance Licenced
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Halifax
Brian Wood
IG Private Wealth Management
Mortgage Licenced
Insurance Licenced
No items found.
Brian Wruk
Transition Financial Advisors Group, Inc.
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Fee Only - Hourly
Montreal
Jeffrey (Hao) Wu
Unison Financial Solutions Inc.
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee based (AUM)
Vancouver
Bily Xiao
Mobius Planning
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Toronto / Vaughan
Oliver Yoon
Mawer Investment Management
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Listowel
Ben Zavitz
Wealth Labs
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee based (AUM)
Edmonton
Taylor Zimmerman
(self) RGA Financial
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Hourly
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Cochrane
ellen covey
Elevate Financial Strategies Inc
Mortgage Licenced
Insurance Licenced
No items found.
daniel glazerman
Evans Investment Counsel
Mortgage Licenced
Insurance Licenced
No items found.
Andrew nguyen
Steward Group
Mortgage Licenced
Insurance Licenced
No items found.
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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
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Yukon
Saskatchewan
Prince Edward Island
Quebec
Ontario
Alberta
Nunavut
Nova Scotia
Northwest Territories
Manitoba
British Columbia
Newfoundland and Labrador
New Brunswick
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