FPAC Members Lookup

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Current Members

Member
Toronto
Jason Pereira
Woodgate Financial Inc.
Mortgage Licenced
Insurance Licenced
Insurance Commission
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
Edmonton
Jeremiah Renner
Mortgage Licenced
Insurance Licenced
Insurance Commission
% of Net Worth
Fee Only - Hourly
Fee Only - Flat Fee/Project Based
Winnipeg
Darryl Robinson
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Regina
Scott Sather
Awaken Wealth Management Ltd
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
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
Comox, BC
Stefan Scott
House Calls Financial Planning
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
St. Albert
Nathen Shelemey
Shelemey Wealth Advisory Inc.
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Retainer Based
Fee based (AUM)
Oakville
Mitchell Shields
Canaccord Genuity Wealth Management
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Hamilton
Calvin Smeding
Manulife Wealth Inc.
Mortgage Licenced
Insurance Licenced
Banking Commission
Insurance Commission
Fee based (AUM)
Edmonton
Jodie L Stauffer
Parallax Planning & Wealth Inc.
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Kitchener
Adam Steckly
Mortgage Licenced
Insurance Licenced
Banking Commission
Insurance Commission
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)
Toronto
Andrea Thompson
Self Employed
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
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
Markham
Anthony Visconti
Quadrus Investment Services Ltd.
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Vancouver
Sheila Walkington
Money Coaches Canada
Mortgage Licenced
Insurance Licenced
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
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)
London
Owen Winkelmolen
PlanEasy
Mortgage Licenced
Insurance Licenced
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Richmond
Bily Xiao
Mobius Planning
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Toronto
Catalin Zetu
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Hourly
Fee based (AUM)
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