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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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Semra Albayrak
Employer: IG Wealth Management
Occupation: Financial Advisor
City: Toronto
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JoAnne Anderson
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CFP (Canada) 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: Financial 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
Employer: Industrial Alliance Securities Inc.
Occupation: Financial Planner
City: Sudbury
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Christian Battistelli
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Year 1 Member
CFP (Canada)
Employer: Assante Financial Management Ltd.
Occupation: Financial Planner
City: Markham
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Marc Berger
Employer: Creative Planning Financial Group
Occupation: Financial Advisor
City: Toronto
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James Bilcox
Employer: Sun Life Financial Investment Services (Canada) Inc.
Occupation: Financial Planner
City: Calgary
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Ian Black
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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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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 CIM CLU
Employer: Polson Bourbonniere Derby Wealth Management
Occupation: Co-Founder
City: Markham
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Steve Bridge
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Employer: Money Coaches Canada
Occupation: Advice-Only Financial Planner
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Vikki Brown
Employer: Raymond James Ltd.
Occupation: Financial Planner
City: Toronto
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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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Linda Cartier, she/her
CDFS CFP (Canada) 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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Nandakumar (Kam) Chari
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CPA RFP TEP
Employer: Sun Life - Retired
Occupation: Financial Planner
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Jason Charrette
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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
EPC
Employer: CC Planning Group
Occupation: Financial Planner
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Blake Corey
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Year 1 Member
Employer: Venn Wealth Partners Inc.
Occupation: CEO, 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
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
Employer: Money Coaches Canada
Occupation: Advice-Only Financial Planner
City: Vancouver
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Nushzaad Darukhanawalla
Employer: Henderson Partners LLP
Occupation: Financial Planner
City: Oakville
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Lenore Davis
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Founding Member
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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Jason DeJean
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CFP (Canada) CIM EPC FCSI PFP
Employer: Harbourfront Wealth Management Inc.
Occupation: Portfolio Manager
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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Diane Dekanic
Employer: Financial Health Management Inc.
Occupation: Financial Planner
City: Calgary
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Stephanie Domenco
Employer: Family Wealth Group
Occupation: Financial Planner
City: Winnipeg
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Kristine Douglas
Founding Member
Employer: Douglas Wealth Management Group
Occupation: Financial Planner
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Stephanie Douglas
Employer: Harris Douglas Asset Management
Occupation: Partner and Portfolio Manager
City: Toronto
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Derek Dutka
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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David Dyck
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Founding Member
CIM
Employer: CI Direct Investing
Occupation: Head of Client Services
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Graeme Egan
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CFP (Canada) CIM
Employer: CastleBay Wealth Management Inc.
Occupation: Financial Planner and Portfolio Manager
City: Vancouver
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Daniel Evans
Employer: Money Coaches Canada
Occupation: Money Coach
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Brian Evans
Employer: Brian Evans Financial Services
Occupation: Certified Financial Planner
City: Uxbridge
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Jason Evans
Employer: D. Robinson & Associates Inc
Occupation: Financial Planner
City: Winnipeg
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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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Jason Flynn
Employer: Self Employed
Occupation: Financial Planning
City: Whitehorse
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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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Shyam Ganesh
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CEA CLU
Employer: Grow Your Wealth Financial Planning Ltd.
Occupation: Financial Planner
City: Edmonton
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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
Employer: Richardson Wealth Limited
Occupation: Vice President, Tax & Estate Planning
City: Toronto
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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
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Employer: IPC Securities Corporation
Occupation: Wealth Advisor
City: Waterloo
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chris Hadjiyianni
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: 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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Connor Hewson
Employer: PEAK Securities Inc.
Occupation: Associate Portfolio Manager
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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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Bob Joyce
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CA CFP (Canada) CPA
Employer: Fair Winds Financial Coach
Occupation: Financial Coach
City: Upper Tantallon
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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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CFP (Canada) 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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Marc Lamontagne
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Founding Member
CIM FMA RFP
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
Employer: IPC Securities Corporation
Occupation: Financial Planner
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Patti Lucas
Employer: Monarch Wealth Corporation
Occupation: Financial Planner
City: Mississauga
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Greg MacIntosh
Employer: Statera Financial Planners
Occupation: Advisor
City: Edmonton
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Trent MacKeen
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Founding Member
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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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
CDFS CFP (Canada)
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
CFP (Canada) 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: Boisbriand
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Andrew Mayhew
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CFP (Canada)
Employer: Mayhew Wealth Management Ltd
Occupation: Personal Financial Planning
City: Mississauga
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Christopher Merrick
Employer: Merrick Financial Inc.
Occupation: Fee Only Financial Planner
City: Toronto
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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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Derek Moran
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Founding Member
Employer: Smarter Financial Planning
Occupation: Fee for Service Planner
City: Kelowna
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Markus Muhs
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Founding Member
CIM
Employer: Canaccord Genuity Wealth Management
Occupation: Investment Advisor & Portfolio Manager
City: Edmonton
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Tim Nash
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Founding Member
Employer: Good Investing
Occupation: Founder
City: Toronto
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Cory Papineau
FMA
Employer: National Bank Financial Inc.
Occupation: Financial Planner
City: Winnipeg
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Evan Parubets
Employer: Steadyhand Investment Funds
Occupation: Investment Advisor
City: Toronto
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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
FEA
Employer: IRONSHILED Financial Planning
Occupation: Certified Financial Planner
City: Etobicoke
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Jackie Porter
Employer: Team Jackie Porter Corp.
Occupation: Certified Financial Planner
City: Mississauga
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Jenny Reimer
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CIM
Employer: Money Coaches Canada
Occupation: Director, Financial Planning
City: Vancouver
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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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