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Current Members
Member
Eeva Harrop
Wellington-Altus
Mortgage Licenced
Insurance Licenced
No items found.
Ottawa, Kingston, Toronto
Debbie Hartzman
Professional Investments (Kingston) Inc.
Mortgage Licenced
Insurance Licenced
Insurance Commission
% of Net Worth
Calgary
Aaron Hector
CWB Wealth
Mortgage Licenced
Insurance Licenced
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Claire-Helene Heese-Boutin
Self Employed
Mortgage Licenced
Insurance Licenced
No items found.
Regina
Taylor Hewson
PEAK Securities Inc.
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Toronto
Brenda Hiscock
Objective Financial Partners
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Mississauga, Ontario
Heather Holjevac
Holjevac Financial Group
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Winnipeg
Jarrett Holmes
Mortgage Licenced
Insurance Licenced
Insurance Commission
Minimum Fee
Fee Only - Retainer Based
Fee based (AUM)
Toronto
Jennifer Hughes
Mortgage Licenced
Insurance Licenced
No items found.
Markham
Nicholas Hui
VAVE Financial Planning
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
Mary Lynn Huizinga
Advisors with Purpose
Mortgage Licenced
Insurance Licenced
No items found.
Angelina Hung
Mortgage Licenced
Insurance Licenced
No items found.
Lyndsay Huthmann
Richardson Wealth Limited
Mortgage Licenced
Insurance Licenced
No items found.
Giulio Iacobelli
Toronto Metropolitan University and York University
Mortgage Licenced
Insurance Licenced
No items found.
Vancouver
Jacky Ip
In-Gauged Financial Services Ltd.
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Grimba, Ivar
Assante CApital Management Ltd.
Mortgage Licenced
Insurance Licenced
No items found.
Justin Johnston
Raymond James Ltd.
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Hacketts Cove
Bob Joyce
Fair Winds Financial Coach
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Danielle Kanengoni
Mortgage Licenced
Insurance Licenced
No items found.
Niyaz Kasymjanov
Desjardins Financial Services
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
Edmonton
Crystal Kelly
Amani Financial Inc - founder
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Lena Keshysheva
Mortgage Licenced
Insurance Licenced
No items found.
Cory Knott
Ocean 6
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
Natasha Knox
Alaphia Financial Wellness
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
Fee Only - Hourly
Fee Only - Retainer Based
Toronto
Michael Konopaski
Designed Securities Ltd.
Mortgage Licenced
Insurance Licenced
No items found.
Jacky Kuk
HUB CApital Inc.
Mortgage Licenced
Insurance Licenced
No items found.
Val Kumagai
Money Coaches Canada
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
Annie Kvick
Money Coaches Canada
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
Fee Only - Hourly
Rick Lachine
RLA Financial
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Flat Fee/Project Based
Fee based (AUM)
GTA
Jeannot Lamarre
APEX INVESTMENT @ DESIGNED SECURITIES
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Ottawa
Marc Lamontagne
Ryan Lamontagne Inc.
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Angela Lee
Mortgage Licenced
Insurance Licenced
No items found.
Beloeil, Qc
Michel Lefebvre
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Calgary, AB
Devan Legare
Cardinal Point Wealth Management
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Hourly
Fee Only - Flat Fee/Project Based
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)
Donna Lisoweski
WSC Financial Solutions
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)
Morinville
Jaylyn L’Arrivee
IG wealth management
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Edmonton
MARKUS MUHS
Canaccord Genuity Wealth Management
Mortgage Licenced
Insurance Licenced
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)
Sandra Mann
Money Coaches Canada
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.
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
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
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
Irina Matco
i2 Wealth Cross Border Planning
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
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
Chris Merrick
Merrick Financial Inc.
Mortgage Licenced
Insurance Licenced
No items found.
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 Wealth
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.
Dieppe, NB
Dominic Noel
Investia Financial Services Inc.
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)
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
Evan Parubets
Steadyhand Investment Funds
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Vancouver & Coquitlam, BC
Kristen Pedersen
Money Coaches Canada
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
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
John Racine
Racine Financial ltd
Mortgage Licenced
Insurance Licenced
No items found.
Domenico Ravenna
Sun Life
Mortgage Licenced
Insurance Licenced
No items found.
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
RBC Dominion Securities Inc.
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Victoria, BC
Evan Riddell
Richardson Wealth
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Calgary and Phoenix
Terry Ritchie
Cardinal Point Wealth
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Brad Ritchie
Mortgage Licenced
Insurance Licenced
No items found.
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)
Moose Jaw
Aaron Ruston
Purposed Financial Corporation
Mortgage Licenced
Insurance Licenced
Insurance Commission
% of Net Worth
Ottawa
Ziad Sahuri
Impact Financial Planning
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
Crossborder Planning (US/Canada)
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Corporate Insurance Planning
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Prince Edward Island
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