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Current Members
Member
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
Edmonton
Chris Scheele
Forerunner Financial Coaching
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 - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
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)
Oakville
Mitchell Shields
Canaccord Genuity Wealth Management
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Ancaster, Ontario
Cameron Smith
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Kitchener
Tanya Staples
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
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
Toronto
Lorisa Stein MA JD FEA
Lorisa Stein Family Advocate
Mortgage Licenced
Insurance Licenced
Fee Only - Retainer Based
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)
London
Jill Teeple
Partners for Planning
Mortgage Licenced
Insurance Licenced
No items found.
Toronto
Andrea Thompson
Self Employed
Mortgage Licenced
Insurance Licenced
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
LaSalle, Ontario
Alok Tomar
Edward Jones
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee based (AUM)
Toronto
David Toyne
Steadyhand Investment Funds
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Calgary
Tyler Troidl
Legacy Insurance and Wealth Inc.
Mortgage Licenced
Insurance Licenced
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Calgary
Morgan Ulmer
Caring for Clients
Mortgage Licenced
Insurance Licenced
Fee based (AUM)
Victoria, BC
Alexandra Valdal
Self Employed
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Flat Fee/Project Based
Guelph, Ontario
Amanda Van Soelen
Investia Financial Services Inc.
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)
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)
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
Winnipeg
Ian Wood
Cardinal Capital Management, Inc
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee based (AUM)
Richmond
Bily Xiao
Mobius Planning
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Listowel
Ben Zavitz
Wealth Labs
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee based (AUM)
Toronto
Catalin Zetu
Mortgage Licenced
Insurance Licenced
Insurance Commission
Fee Only - Hourly
Fee based (AUM)
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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)
Divorce
Crossborder Planning (Canada/Other)
Corporate Insurance Planning
Corporate Tax Planning
Corporate Financial Planning
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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