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Member Directory

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Seun Adeyemi
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Founding Member
Employer: SA Capital Partners
Occupation: Financial Planner
City: Whitby
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John Amonson
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Founding Member
RFP TEP
Employer: Unbiased Financial Services
Occupation: Financial Planner
City: Calgary
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Guy Anderson
Director
CIM FCSI FMA
Employer: Parkview Financial
Occupation: Financial Advisor
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Ethan Astaneh
Founding Member
FEA
Employer: Nicola Wealth Management
Occupation: Financial Advisor
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Mumin Basic
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Employer: Basic Financial Services Inc.
Occupation: Financial Planner
City: St. Catharines
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James Bilcox
Employer: Sun Life Financial Investment Services (Canada) Inc.
Occupation: Financial Planner
City: Calgary
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Nick Boland
Employer: Money Coaches Canada
Occupation: Financial planning
City: Vancouver
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Jason Boudreau
Founding Member
CLU
Employer: Vela Wealth
Occupation: Financial Advisor
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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
Employer: Money Coaches Canada
Occupation: Advice-Only Financial Planner
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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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John Burns
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Director
CIM CIWM FCSI FMA RFP TEP
Employer: Ontario Ministry of the Attorney General
Occupation: Senior Financial Planner
City: Toronto
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Guido Camaiani
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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Adam Chapman
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Founding Member
CFP (Canada) CLU
Employer: YESmoney
Occupation: Retirement Transition Planning
City: London
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Nandakumar (Kam) Chari
CFP (Canada) CPA RFP TEP
Employer: Sun Life - Retired
Occupation: Financial Planner
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Meghan Chomut
Employer: Meghan Chomut
Occupation: CFP®
City: Shuniah
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David Christianson
Founding Member
CIM TEP
Employer: National Bank Investments Inc.
Occupation: Portfolio Manager
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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
Employer: CC Planning Group
Occupation: Financial Planner
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Blake Corey
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Year 1 Member
CDFS CFP (Canada)
Employer: Venn Wealth Partners Inc.
Occupation: CEO, Senior Financial Planner
City: Lethbridge
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Noel D'Souza
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Founding Member
Employer: Money Coaches Canada
Occupation: Advice-Only Financial Planner
City: Vancouver
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Doug Dahmer
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Founding Member
TEP
Employer: Retirement Navigator
Occupation: Retirement Income Specialist
City: Burlington
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Lenore Davis
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Founding Member
CFP (Canada) RFP
Employer: Dixon, Davis & Company
Occupation: Financial Planner
City: Victoria
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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
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Michael Deepwell
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Founding Member
CA CFP (Canada) 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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Kristine Douglas
Founding Member
Employer: Douglas Wealth Management Group
Occupation: Financial Planner
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Robyn Ducharme
Employer: Edward Jones
Occupation: Financial Advisor
City: Mississauga
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Paul Duxbury
Employer: Duxbury and Associates
Occupation: Actuary
City: Cambridge
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Russell Dyck
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Founding Member
CFP (Canada)
Employer: Finovo
Occupation: Financial Planner
City: Calgary
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David Dyck
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Founding Member
CIM
Employer: CI Direct Investing
Occupation: Head of Client Services
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Daniel Evans
Employer: Money Coaches Canada
Occupation: Money Coach
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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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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
EPC
Employer: Money Coaches Canada
Occupation: Certified Financial Planner
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Leslie Gardner
Founding Member
Employer: Leslie Gardner Financial Planning
Occupation: Advice only Financial planner
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Terry Greene
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Year 1 Member
RFP
Employer: TPG Financial Services Inc.
Occupation: Senior Financial Planner
City: North Vancouver
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Doreen ("Dee") Gregson
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Founding Member
CLU
Employer: The Co-Operators
Occupation: Financial/Insurance Advisor, Agency Owner
City: North Vancouver
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Paulina Hadjiyianni
Employer: IPC Securities Corporation
Occupation: Wealth Advisor
City: Waterloo
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Tiffany Harding
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Year 1 Member
CDFS CEA CFP (Canada) CIWM CLU FCSI FMA TEP
Employer: Gluskin Sheff
Occupation: Vice President, Head of Wealth Planning
City: Toronto
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Debbie Hartzman
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Year 1 Member
CDFS CLU RRC TEP
Employer: Professional Investments (Kingston) Inc.
Occupation: Certified Financial Planner
City: Kingston
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Aaron Hector
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Founding Member
CFP (Canada) RFP TEP
Employer: Doherty & Bryant Financial Strategists (CWB Wealth Mgmt. Ltd)
Occupation: Vice President, Financial Planner
City: Calgary
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Taylor Hewson
Employer: PEAK Securities Inc.
Occupation: Financial Planner/Associate Portfolio Manager
City: Regina
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Brian Hilt
Year 1 Member
Employer: Seedtime & Harvest Wealth Counsel
Occupation: Financial Planner
City: Belgrave
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Heather Holjevac
Year 1 Member
Employer: The Holjevac Group
Occupation: Financial Planner
City: Mississauga
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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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Nicholas Hui
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Founding Member
TEP
Employer: VAVE Financial Planning
Occupation: Advice only financial planner
City: Markham
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Sajjad Hussain
Employer: Industrial Alliance Securities Inc.
Occupation: Portfolio Manager, Financial Planner, Owner
City: Toronto
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William Jack
Founding Member
Employer: William Jack & Associates
Occupation: Retirement Income Planner
City: Toronto
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Harris Jones
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Founding Member
CA CLU CPA TEP
Employer: HarrisJones Advisory Inc.
Occupation: President
City: Mississauga
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Natasha Knox
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Employer: Pax Financial Planning and Education Inc.
Occupation: Financial Planner
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Marc Lamontagne
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Founding Member
CIM FMA RFP
Employer: Ryan Lamontagne Inc.
Occupation: Financial Planner
City: Ottawa
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Devan Legare
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Founding Member
CIM CMA CPA
Employer: Manulife Securities Inc.
Occupation: Senior Financial Advisor
City: Calgary
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Tim Lew
CFP (Canada)
Employer: Choice Asset Groups
Occupation: Principal
City: Guelph
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Marco Lofranco
Employer: RBC Dominion Securities Inc.
Occupation: Vice President & Branch Manager
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Peter Longo
Founding Member
CFA
Employer: Woodgate Financial Inc.
Occupation: Financial Planner
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Sandi Martin
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DirectorFounding MemberVolunteerYear 1 Member
CDFS
Employer: Spring Plans
Occupation: Financial Planner
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J Brett Martinson, CFP®, CLU®, B.Eng.Mgmt
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Year 1 Member
CLU
Employer: Niagara Region Money Coaches
Occupation: Financial Planner
City: St. Catharines
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Jesse Martyn
Founding Member
CLU
Employer: Hike Advisory
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: Boisbriand
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Spencer Mellace
Founding Member
CLU TEP
Employer: Sagium
Occupation: Wealth Advisor
City: Calgary
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Karin Mizgala
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Founding Member
Employer: Money Coaches Canada
Occupation: CEO and Advice Only Financial Planner
City: Vancouver
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Thomas Moore
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CLU
Employer: LifeGuide Financial
Occupation: Financial Planner
City: Edmonton
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Derek Moran
Founding Member
Employer: Smarter Financial Planning
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Markus Muhs
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Founding Member
CFP (Canada) CIM
Employer: Canaccord Genuity Wealth Management
Occupation: Investment Advisor & Portfolio Manager
City: Edmonton
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Sabiha Mukadam
Employer: Oakland Enterprises
Occupation: Full Service Financial Planning
City: Brampton
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Arthur Murphy
Founding Member
CLU
Employer: Freedom 55 Financial
Occupation: Director Advisor Experience
City: Sudbury
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Tim Nash
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Founding Member
Employer: Good Investing
Occupation: Founder
City: Toronto
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George Oroc
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Pl. Fin
Employer: Oroc Wealth Management, Inc.
Occupation: President, Financial Planner
City: Montreal
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Dana Osburn
CFP (Canada)
Employer: Alta Vista Planning Partners Inc.
Occupation: Business & Estate Planning
City: Orillia
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Cory Papineau
CFP (Canada) FMA
Employer: National Bank Financial Inc.
Occupation: Financial Planner
City: Winnipeg
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Jason Pereira
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DirectorFounding MemberVolunteer
CFA CFP (Canada) CFP (US) FCSI FMA PFP RFP TEP
Employer: Woodgate Financial Inc.
Occupation: Senior Financial Planner
City: Toronto
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Reagan Pflug, B.A. Sc., CFP
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Founding Member
Employer: Networth Management
Occupation: Financial Planner
City: Calgary
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Scott Plaskett
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Founding Member
Employer: IRONSHILED Financial Planning
Occupation: Certified Financial Planner
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Barak Queija
Employer: Investors Group Securities Inc.
Occupation: Certified Financial Planner
City: Toronto
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Colin Reid
Employer: Aligned Capital Partners Inc.
Occupation: Portfolio Manager
City: Ancaster
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Jenny Reimer
CIM
Employer: Money Coaches Canada
Occupation: Paraplanner
City: Vancouver
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Sterling Rempel
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Founding Member
CLU EPC TEP
Employer: Future Values Wealth Management
Occupation: Certified Financial Planner
City: CALGARY
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Yusudan Ren
Employer: Sun Life
Occupation: Regional Sales Director
City: Toronto
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Terry Ritchie
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Founding Member
RFP TEP
Employer: Cardinal Point Wealth
Occupation: Financial Planner
City: Calgary
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Jamie Robb
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Founding Member
CDFS CIM CLU FCSI FMA RRC TEP
Employer: Fiducia Wealth Management
Occupation: Principal & Senior Wealth Advisor
City: Mississauga
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Scott Robertson
Founding Member
RFP
Employer: Tasman Financial Services
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Brinsley Saleken
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CFP (Canada) CIM RFP
Employer: Macdonald, Shymko & Company Ltd.
Occupation: Advisor / Owner
City: Vancouver
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Adam Schacter
Founding Member
CIM EPC FCSI
Employer: Mandeville Private Client Inc.
Occupation: Financial and Investment Advisor
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Nathen Shelemey
Founding Member
Employer: Shelemey Financial
Occupation: Certified Financial Planner
City: St. Albert
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Shannon Lee Simmons
Founding Member
CIM
Employer: New School of Finance
Occupation: Financial Planner
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Heera Singh
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Founding Member
CLU
Employer: Legacy Wealth Advisors
Occupation: President & CEO, Senior Financial Planner
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Zak Smith
Founding Member
CA CLU
Employer: Richardson GMP Limited
Occupation: Associate, Wealth Planning
City: Calgary
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Linda Stalker
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Founding Member
CFP (Canada) FMA
Employer: Henderson Partners LLP
Occupation: Director, Family Office Sevices and Financial Planning
City: Oakville
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Shay Steacy
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Founding Member
Employer: Kind Wealth
Occupation: Advice-Only Financial Planner, Specializing in Young Professionals with Children
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Gordon Stockman
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Founding Member
CA CIM CPA
Employer: Efficient Wealth Management
Occupation: Financial Planner
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Andrea Thompson
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Founding Member
CDFS CLU
Employer: Raymond James Ltd.
Occupation: Senior Financial Planner
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Alysha To
Founding Member
CFP (Canada) CIM CLU MTI TEP
Employer: Canaccord Genuity Wealth Management
Occupation: Financial and Estate Planner
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Nickolas Tresoor
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Founding Member
Employer: Tresoor Financial Services Ltd.
Occupation: Financial Planner
City: Calgary
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Dean Trudeau
Founding Member
Employer: OPES Family Advisory
Occupation: Wealth advisor
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Morgan Ulmer
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Founding Member
Employer: Caring for Clients
Occupation: Financial Planner
City: Calgary
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Wade Van Bostelen, CFP
Employer: IPC Investment Corporation
Occupation: Financial Planner
City: Burlington
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