Member Directory
![]() Founding Member
Employer: True Wealth Advisors
Occupation: Certified Financial Planner
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CEA
CFP (Canada)
CLU
MFA
RRC
TEP
Employer: Harstin Financial Corporation
Occupation: Financial Planner/Wealth Advisor
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CIM
Employer: Raymond James Ltd.
Occupation: Financial Advisor, Portfolio Manager
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![]() Employer: TriDelta Financial
Occupation: Senior Financial Planner & Portfolio Manager
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![]() Employer: IPC Securities Corporation
Occupation: Financial Advisor
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![]() Employer: Cup of T Financial Planning
Occupation: Financial Planner
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![]() Employer: IPC Securities Corporation
Occupation: Financial Planner
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CFP (Canada)
Pl. Fin
Employer: Royal Mutual Funds Inc.
Occupation: Financial Planner - Investment and Retirement Planner
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RRC
Employer: Basic Financial Services Inc.
Occupation: Financial Planner
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CFP (Canada)
Employer: Industrial Alliance Securities Inc.
Occupation: Financial Planner
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CFP (Canada)
Employer: Assante Financial Management Ltd.
Occupation: Financial Planner
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CFP (Canada)
CIM
Employer: IPC Securities Corporation
Occupation: Financial Planner
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RFP
TEP
Employer: Macdonald, Shymko & Company Ltd.
Occupation: Financial Advisor
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CIM
CLU
FCSI
RFP
Employer: RGF Integrated Wealth Management
Occupation: Financial Advisor
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CA
CFP (Canada)
Employer: Money Coaches Canada
Occupation: Financial planning
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![]() Founding Member
CFP (Canada)
CLU
Employer: Vela Wealth
Occupation: Financial Advisor
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CEA
CFP (Canada)
CIM
CLU
Employer: Polson Bourbonniere Derby Wealth Management
Occupation: Co-Founder
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CFP (Canada)
Employer: Money Coaches Canada
Occupation: Advice-Only Financial Planner
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CFP (Canada)
Employer: Modern Cents
Occupation: Financial Planner
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CFP (Canada)
CIM
Employer: Self Employed
Occupation: Financial Planner
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![]() Founding Member
CEA
CIM
CLU
EPC
FCSI
FMA
RFP
TEP
Employer: RBC Dominion Securities Inc.
Occupation: Wealth Management
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CIM
CIWM
FCSI
FMA
Employer: Mandeville Private Client Inc.
Occupation: Portfolio Manager
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![]() Founding Member
Employer: Align Wealth
Occupation: Financial Planner
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![]() Founding Member
CFP (Canada)
CLU
Employer: YESmoney
Occupation: Retirement Transition Planning
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CFP (Canada)
Employer: IPC Securities Corporation
Occupation: Financial Planner
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CLU
FEA
TEP
Employer: Spring Plans
Occupation: CEO, Senior Financial Planner
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CFP (Canada)
EPC
Employer: CC Planning Group
Occupation: Financial Planner
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CFP (Canada)
CIM
Employer: Nicola Wealth Management
Occupation: Wealth Planning Associate
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CDFS
CFP (Canada)
CIM
FCSI
Employer: Venn Wealth Partners Inc.
Occupation: President, Senior Financial Planner
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![]() Employer: Craig Consulting
Occupation: Fee Only Financial Planner
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CFP (Canada)
Employer: Matthews + Associates
Occupation: Financial Planner
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![]() Founding Member
CFP (Canada)
Employer: Money Coaches Canada
Occupation: Advice-Only Financial Planner
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![]() Founding Member
CFP (Canada)
TEP
Employer: Retirement Navigator
Occupation: Retirement Income Specialist
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CIM
RFP
TEP
Employer: MacDonald Shymko & Company Ltd.
Occupation: Financial Planner
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CIM
Employer: Wellington Altus Private Wealth
Occupation: Portfolio Manager
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CFP (Canada)
CIM
EPC
FCSI
PFP
Employer: Harbourfront Wealth Management Inc.
Occupation: Portfolio Manager, Financial Planner
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CA
CPA
TEP
Employer: Lamp Financial Inc.
Occupation: Financial Planning Accountant
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CFA
CFP (Canada)
CIM
CLU
FCSI
Employer: Credential Qtrade Securities Inc.
Occupation: Senior Wealth Advisor
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CFP (Canada)
CLU
TEP
Employer: Wealth Architects Inc.
Occupation: Financial Planner
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CFP (Canada)
Employer: Douglas Wealth Management Group
Occupation: Financial Planner
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CFP (Canada)
Employer: Assante Financial Management Ltd.
Occupation: Senior Financial Planner
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![]() Founding Member
Employer: Finovo
Occupation: Financial Planner
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CFP (Canada)
CIM
Employer: CastleBay Wealth Management Inc.
Occupation: Financial Planner and Portfolio Manager
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![]() Employer: Evans Retirement Planning
Occupation: Financial Planner
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![]() Founding Member
EPC
RFP
Employer: Feth Financial Services
Occupation: Advice-Only Financial Planer
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![]() Founding Member
Employer: Papyrus Planning
Occupation: Certified Financial Planner
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CFP (Canada)
CIM
TEP
Employer: IPC Securities Corporation
Occupation: Financial Planner
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CFP (Canada)
Employer: ABZ Financial Planning
Occupation: Financial Planning
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![]() Founding Member
Employer: Retirement In View
Occupation: Financial Planner
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![]() Founding Member
CFP (Canada)
EPC
Employer: Money Coaches Canada
Occupation: Certified Financial Planner
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CEA
CLU
Employer: Grow Your Wealth Financial Planning Ltd.
Occupation: Financial Planner
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![]() Founding Member
Employer: Leslie Gardner Financial Planning
Occupation: Advice only Financial planner
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![]() Founding Member
CFP (Canada)
CFP (Other)
CLU
Employer: The Co-Operators
Occupation: Financial/Insurance Advisor, Agency Owner
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![]() Employer: Assante Capital Management Ltd.
Occupation: Senior Wealth Manager
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CFP (Canada)
CIM
Employer: IPC Securities Corporation
Occupation: Wealth Advisor
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CFP (Canada)
EPC
Employer: IPC Securities Corporation
Occupation: Certified Financial Planner
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![]() Founding Member
RFP
TEP
Employer: CWB Wealth
Occupation: Private Wealth Advisor
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![]() Employer: Self Employed
Occupation: Financial Coaching Manager
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![]() Employer: PEAK Securities Inc.
Occupation: Financial Planner/Portfolio Manager
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CDFS
CFP (Canada)
EPC
Employer: Holjevac Financial Group
Occupation: CFP Financial Planner
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TEP
Employer: VAVE Financial Planning
Occupation: Advice only financial planner
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![]() Employer: Richardson Wealth Limited
Occupation: Senior Financial Planner
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CFA
CFP (Canada)
Employer: Raymond James Ltd.
Occupation: Associate Portfolio Manager
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CA
CFP (Canada)
CPA
Employer: Fair Winds Financial Coach
Occupation: Financial Planner and Coach
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CFP (Canada)
CIM
Pl. Fin
Employer: Desjardins Financial Services
Occupation: Financial Planner
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![]() Employer: Granville West Group - Manulife Securities Inc.
Occupation: Financial Advisor
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CLU
Employer: Money Coaches Canada
Occupation: Financial Planner / Money Coach
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CEA
CFP (Canada)
EPC
Employer: RLA Financial
Occupation: Financial Planner
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CFP (Canada)
MFA
Employer: 123RETIRE
Occupation: Personal Retirement Specialist
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![]() Founding Member
CIM
FMA
Employer: Ryan Lamontagne Inc.
Occupation: Owner, Financial Planner, Portfolio Manager
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