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Member Directory

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Seun Adeyemi
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Founding Member
Employer: True Wealth Advisors
Occupation: Certified Financial Planner
City: Oshawa
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Guy Anderson
Director
CIM FCSI FMA
Employer: Parkview Financial
Occupation: Financial Advisor
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JoAnne Anderson
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CIM
Employer: Raymond James Ltd.
Occupation: Financial Advisor, Portfolio Manager
City: Mississauga
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Ethan Astaneh
Founding Member
FEA
Employer: Nicola Wealth Management
Occupation: Wealth Advisor
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Alpha Barry
Employer: Royal Mutual Funds Inc.
Occupation: Financial Planner - Investment and Retirement Planner
City: Toronto
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Mumin Basic
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RRC
Employer: Basic Financial Services Inc.
Occupation: Financial Planner
City: St. Catharines
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Vicki Battah
CFP (Canada)
Employer: Industrial Alliance Securities Inc.
Occupation: Financial Planner
City: Sudbury
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Christian Battistelli
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Year 1 Member
Employer: Assante Financial Management Ltd.
Occupation: Financial Planner
City: Markham
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Mackenzie Berkhout
CFP (Canada) CIM
Employer: IPC Securities Corporation
Occupation: Financial Planner
City: St. Catharines
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Ian Black
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RFP TEP
Employer: Macdonald, Shymko & Company Ltd.
Occupation: Financial Advisor
City: Vancouver
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Teresa Black Hughes
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Founding Member
CIM CLU FCSI RFP
Employer: RGF Integrated Wealth Management
Occupation: Financial Advisor
City: Vancouver
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Nick Boland
CA CFP (Canada)
Employer: Money Coaches Canada
Occupation: Financial planning
City: Vancouver
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Jason Boudreau
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Founding Member
CLU
Employer: Vela Wealth
Occupation: Financial Advisor
City: North Vancouver
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Paul Bourbonniere
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Founding Member
CEA CFP (Canada) CIM CLU
Employer: Polson Bourbonniere Derby Wealth Management
Occupation: Co-Founder
City: Markham
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Steve Bridge
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CFP (Canada)
Employer: Money Coaches Canada
Occupation: Advice-Only Financial Planner
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Leah Brouwers
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Employer: Oakstone Wealth
Occupation: Owner, Financial Planner
City: Burlington
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Vikki Brown
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Employer: Modern Cents
Occupation: Financial Planner
City: Mississauga
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Clayton Brown
CFP (Canada) CIM
Employer: Self Employed
Occupation: Financial Planner
City: London
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Dianne Bruce
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Founding Member
CEA CIM CLU EPC FCSI FMA RFP TEP
Employer: RBC Dominion Securities Inc.
Occupation: Wealth Management
City: Whitehorse
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Guido Camaiani
CIM CIWM FCSI FMA
Employer: Mandeville Private Client Inc.
Occupation: Portfolio Manager
City: Burlington
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Scott Campbell
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Founding Member
Employer: Align Wealth
Occupation: Financial Planner
City: Edmonton
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Michael Carlson
Employer: Self Employed
Occupation: Wholistic Financial Planner
City: TORONTO
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Linda Cartier, she/her
RFP
Employer: Academy of Financial Divorce Specialists
Occupation: Financial Planning
City: Sudbury
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Adam Chapman
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Founding Member
CFP (Canada) CLU
Employer: YESmoney
Occupation: Retirement Transition Planning
City: London
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Jason Charrette
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CFP (Canada)
Employer: IPC Securities Corporation
Occupation: Financial Planner
City: Ayr
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Meghan Chomut
Employer: Meghan Chomut
Occupation: CFP®
City: Shuniah
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Julia Chung
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DirectorFounding MemberVolunteer
CLU FEA TEP
Employer: Spring Plans
Occupation: CEO, Senior Financial Planner
City: Surrey
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Ryan Colwell
Founding Member
CFP (Canada) EPC
Employer: CC Planning Group
Occupation: Financial Planner
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Blake Corey
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Year 1 Member
CDFS CFP (Canada) CIM FCSI
Employer: Venn Wealth Partners Inc.
Occupation: President, Senior Financial Planner
City: Lethbridge
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Sheldon Craig
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Employer: Craig Consulting
Occupation: Fee Only Financial Planner
City: Osoyoos
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Joseph Curry
CFP (Canada)
Employer: Matthews + Associates
Occupation: Financial Planner
City: Peterborough
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Christian D'Andrea
Employer: Willow Tree Wealth Management Inc.
Occupation: Financial Planner
City: LONDON
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Noel D'Souza
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Founding Member
CFP (Canada)
Employer: Money Coaches Canada
Occupation: Advice-Only Financial Planner
City: Vancouver
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Lenore Davis
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Founding Member
RFP
Employer: Dixon, Davis & Company
Occupation: Financial Planner
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Ngoc Day
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Founding Member
CIM RFP TEP
Employer: MacDonald Shymko & Company Ltd.
Occupation: Financial Planner
City: Vancouver
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John De Goey
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Founding Member
CIM
Employer: Wellington Altus Private Wealth
Occupation: Portfolio Manager
City: Toronto
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Jason DeJean
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CIM EPC FCSI PFP
Employer: Harbourfront Wealth Management Inc.
Occupation: Portfolio Manager, Financial Planner
City: Burlington
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Michael Deepwell
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Founding Member
CA CLU CPA TEP
Employer: Lamp Financial Inc.
Occupation: Financial Planning Accountant
City: Vancouver
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Daniele Degano
Employer: Daniele Degano
Occupation: Financial Planner
City: Montreal
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Kenneth Doll
CFP (Canada) CLU TEP
Employer: Wealth Architects Inc.
Occupation: Financial Planner
City: Lethbridge
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Kristine Douglas
Founding Member
CFP (Canada)
Employer: Douglas Wealth Management Group
Occupation: Financial Planner
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Derek Dutka
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CFP (Canada)
Employer: Assante Financial Management Ltd.
Occupation: Senior Financial Planner
City: Oshawa
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Paul Duxbury
Employer: Duxbury and Associates
Occupation: Financial Planner
City: Cambridge
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Russ Dyck
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Founding Member
Employer: Finovo
Occupation: Financial Planner
City: Calgary
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David Dyck
Founding Member
CIM
Employer: CI Direct Investing
Occupation: VP, Wealth Management
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Jean-François Démoré
Employer: Aligned Capital Partners Inc.
Occupation: Portfolio Manager
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Graeme Egan
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CIM
Employer: CastleBay Wealth Management Inc.
Occupation: Financial Planner and Portfolio Manager
City: Vancouver
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Chris Enns
Employer: PlanEasy
Occupation: Financial Planner
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Daniel Evans
Employer: Money Coaches Canada
Occupation: Money Coach
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Jason Evans
Employer: D. Robinson & Associates Inc
Occupation: Financial Planner
City: Winnipeg
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Warren Faloney
Employer: IPC Securities Corporation
Occupation: Investment Advisor
City: Ancaster
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Benjamin Felix
Employer: PWL Capital Inc.
Occupation: Portfolio Manager
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Alfred Feth
Founding Member
EPC RFP
Employer: Feth Financial Services
Occupation: Advice-Only Financial Planer
City: Winterbourne
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David Field
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Founding Member
Employer: Papyrus Planning
Occupation: Certified Financial Planner
City: Mississauga
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Letitia Fluit
CFP (Canada) CIM TEP
Employer: IPC Securities Corporation
Occupation: Financial Planner
City: Ancaster
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Jason Flynn
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CFP (Canada)
Employer: ABZ Financial Planning
Occupation: Financial Planning
City: Whitehorse
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Penny Forbes
Employer: Forbes + Company
Occupation: Certified Financial Planner + Money Coach
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Ayana Forward
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Founding Member
Employer: Retirement In View
Occupation: Financial Planner
City: Ottawa
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JANET GRAY
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Founding Member
CFP (Canada) EPC
Employer: Money Coaches Canada
Occupation: Certified Financial Planner
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Shyam Ganesh
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CEA CLU
Employer: Grow Your Wealth Financial Planning Ltd.
Occupation: Financial Planner
City: Vancouver
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Leslie Gardner
Founding Member
Employer: Leslie Gardner Financial Planning
Occupation: Advice only Financial planner
City: Nanaimo
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Candace Gelleta
Employer: Self Employed
Occupation: Wealth Advisor
City: Swift Current
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Maureen Glenn
EPC TEP
Employer: Richardson Wealth Limited
Occupation: Vice President, Tax & Estate Planning
City: Toronto
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Doreen ("Dee") Gregson
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Founding Member
CFP (Canada) CFP (Other) CLU
Employer: The Co-Operators
Occupation: Financial/Insurance Advisor, Agency Owner
City: North Vancouver
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Paulina Hadjiyianni
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CFP (Canada) CIM
Employer: IPC Securities Corporation
Occupation: Wealth Advisor
City: Waterloo
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Chris Hadjiyianni
CFP (Canada) EPC
Employer: IPC Securities Corporation
Occupation: Certified Financial Planner
City: Waterloo
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Aaron Hector
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Founding Member
RFP TEP
Employer: CWB Wealth
Occupation: Private Wealth Advisor
City: Calgary
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Claire-Helene Heese-Boutin
Employer: Self Employed
Occupation: Financial Coaching Manager
City: Toronto
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Taylor Hewson
Employer: PEAK Securities Inc.
Occupation: Financial Planner/Portfolio Manager
City: Regina
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Heather Holjevac
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Year 1 Member
CDFS CFP (Canada) EPC
Employer: Holjevac Financial Group
Occupation: CFP Financial Planner
City: Mississauga
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Nicholas Hui
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Founding Member
TEP
Employer: VAVE Financial Planning
Occupation: Advice only financial planner
City: Markham
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Ben Hunter
Employer: Credential Qtrade Securities Inc.
Occupation: Financial Planner
City: Kingston
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Jacky Ip
Employer: Ocean 6 Wealth Advisory
Occupation: Financial Planner
City: Vancouver
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Justin Johnston
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CFA CFP (Canada)
Employer: Raymond James Ltd.
Occupation: Associate Portfolio Manager
City: Mississauga
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Bob Joyce
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CA CPA
Employer: Fair Winds Financial Coach
Occupation: Financial Planner and Coach
City: Upper Tantallon
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Jordan Kenna
Employer: Granville West Group - Manulife Securities Inc.
Occupation: Financial Advisor
City: Vancouver
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Natasha Knox
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TEP
Employer: Alaphia Financial Wellness
Occupation: Financial Planner
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Val Kumagai
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CLU
Employer: Money Coaches Canada
Occupation: Financial Planner / Money Coach
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Annie Kvick
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Employer: Money Coaches Canada
Occupation: Financial Planner
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Rick Lachine
CEA CFP (Canada) EPC
Employer: RLA Financial
Occupation: Financial Planner
City: St Thomas
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Robert Lamb
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Employer: 123RETIRE
Occupation: Personal Retirement Specialist
City: Edmonton
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Marc Lamontagne
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Founding Member
CIM FMA
Employer: Ryan Lamontagne Inc.
Occupation: Owner, Financial Planner, Portfolio Manager
City: Ottawa
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Devan Legare
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Founding Member
CIM CMA CPA
Employer: Manulife Securities Inc.
Occupation: Associate Portfolio Manager
City: Calgary
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Tim Lew
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CLU
Employer: Choice Asset Groups
Occupation: Founder
City: Guelph
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Samuel Lichtman
Employer: self employed
Occupation: Financial Planner
City: Calgary
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Jake Lockhart
CLU
Employer: IPC Securities Corporation
Occupation: Financial Planner
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Mark Lotocky
Employer: Dixon, Davis & Company
Occupation: Owner
City: Victoria
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Patti Lucas
EPC RRC
Employer: Monarch Wealth Corporation
Occupation: Financial Planner
City: Mississauga
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Greg MacIntosh
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CLU EPC
Employer: Statera Financial Planners
Occupation: Advisor
City: Edmonton
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Trent MacKeen
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Founding Member
CFP (Canada) CLU
Employer: First Wealth Advisors
Occupation: Financial Planner
City: Dartmouth
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Tony Mahabir
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CFP (Canada) CIM RRC
Employer: Canfin Financial Group
Occupation: Certified Financial Planner
City: TORONTO
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Ahmed Mahiyan
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CFA CFP (Canada)
Employer: FIRE Financial Inc.
Occupation: CEO & Financial Planner
City: Scarborough
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Gordon Manzer
CLU
Employer: The Co-Operators
Occupation: Financial Advisor
City: Waterdown
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Colin Marcus
Employer: Aligned Capital Partners Inc.
Occupation: Financial Advisor
City: Burlington
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Sandi Martin
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DirectorFounding MemberVolunteerYear 1 Member
Employer: Spring Plans
Occupation: Financial Planner
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J Brett Martinson, CFP® CLU® B.Eng Mgt
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Year 1 Member
CLU
Employer: Parallel Wealth Financial Group
Occupation: Financial Planner
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Jesse Martyn
Founding Member
CLU
Employer: Canaccord Genuity Wealth Management
Occupation: Financial Planner
City: Vancouver
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Roger Massicotte
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Founding Member
Pl. Fin
Employer: Ma Vie - Mes Finances
Occupation: Advice-Only Financial Planner
City: Blainville
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Mark McGrath
Employer: Wellington Altus Private Wealth
Occupation: Wealth Advisor/Financial Planner
City: Squamish
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Spencer Mellace
Founding Member
CLU TEP
Employer: Experience Financial - Coaching and Consulting
Occupation: Advisor
City: Calgary
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