FPAC Members Lookup
While FPAC strives to keep the planners directory up-to-date, we strongly recommend that you confirm planners' certification status by checking with FP Canada and on the IAFP website.
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Current Members
Member
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
Advice-Only
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
Advice-Only
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
Comox, BC
Stefan Scott
House Calls Financial Planning
Mortgage Licenced
Insurance Licenced
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Advice-Only
Julie Seberras
Manulife
Mortgage Licenced
Insurance Licenced
No items found.
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
Advice-Only
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.
Liam Smith
TD Wealth
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
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
Adam Stanish
Mortgage Licenced
Insurance Licenced
No items found.
Kitchener
_819c644e-60b2-4115-960d-4178270b8f7a.jpeg)
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
Advice-Only
Virtual (ON based)
Shay Steacy
Modern Cents
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Advice-Only
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)
Gordon Stockman
Efficient Wealth Management
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
Fee Only - Retainer Based
Montvale, NJ
Jennifer Strymecki
Transition Financial Advisors
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Ottawa
Callum Sutherland
Callum Sutherland
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Victoria, BC
Aaron Theilade
Aaron Theilade - Keynote and Consulting Services
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
Kelly Thomas
PWL Capital
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Virtual (ON based)
Andrea Thompson
Modern Cents
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Advice-Only
Kathryn (Kate) Thompson
Rock Thompson Financial Planning
Mortgage Licenced
Insurance Licenced
No items found.
Ottawa
Shawn Todd
ECIVDA Financial Planning Boutique
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Hourly
Fee Only - Flat Fee/Project Based
Fee based (AUM)
LaSalle, Ontario
_5b4a49c3-3c56-4bd8-aaa5-3c7f7a2d8aea.jpeg)
Alok Tomar
Edward Jones
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee based (AUM)
Peterborough
Conrad Toner
TNRC Wealth Management Inc.
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Winnipeg
Michael Toogood
IG private wealth management - NolinToogood
Mortgage Licenced
Insurance Licenced
No items found.
Calgary
Tyler Troidl
Well Built Wealth
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
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
Tracy Vallis
Self employed Financial Planner Sun Life/Accent Financial Solutions
Mortgage Licenced
Insurance Licenced
No items found.
Gilbert Van der Woerd
Bulkley Valley Financial Services Ltd
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)
Erik Wachman
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
Advice-Only
Lethbridge, Alberta
Adam Weersink
Cox Financial Group - Aligned Capital Partners
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
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
Advice-Only
Saskatoon
Brandon Wiebe
Money Helps Financial Services
Mortgage Licenced
Insurance Licenced
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Advice-Only
Langley
Chris Wiens
Cedar Rock Financial Group - Aligned Capital Partners
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)
_3388b231-14e9-4146-99c0-17b623e6d986.jpeg)
London
Owen Winkelmolen
PlanEasy
Mortgage Licenced
Insurance Licenced
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Advice-Only
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)
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