Member Directory
![]() Founding Member
Employer: SA Capital Partners
Occupation: Financial Planner
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RFP
TEP
Employer: Unbiased Financial Services
Occupation: Financial Planner
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![]() Employer: Basic Financial Services Inc.
Occupation: Financial Planner
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![]() Employer: Sun Life Financial Investment Services (Canada) Inc.
Occupation: Financial Planner
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![]() Founding Member
CEA
CFP (Canada)
CIM
CLU
Employer: Polson Bourbonniere Derby Wealth Management
Occupation: Co-Founder
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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
RFP
TEP
Employer: Ontario Ministry of the Attorney General
Occupation: Senior Financial Planner
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![]() 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)
CPA
RFP
TEP
Employer: Sun Life - Retired
Occupation: Financial Planner
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![]() Founding Member
CIM
TEP
Employer: National Bank Investments Inc.
Occupation: Portfolio Manager
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CLU
FEA
TEP
Employer: Spring Plans
Occupation: CEO, Senior Financial Planner
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CDFS
CFP (Canada)
Employer: Venn Wealth Partners Inc.
Occupation: CEO, Senior Financial Planner
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![]() Founding Member
Employer: Money Coaches Canada
Occupation: Advice-Only Financial Planner
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![]() Founding Member
TEP
Employer: Retirement Navigator
Occupation: Retirement Income Specialist
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![]() Founding Member
CFP (Canada)
RFP
Employer: Dixon, Davis & Company
Occupation: Financial Planner
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![]() Founding Member
CIM
RFP
TEP
Employer: MacDonald Shymko & Company Ltd.
Occupation: Financial Planner
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![]() Founding Member
CIM
Employer: Wellington Altus Private Wealth
Occupation: Portfolio Manager
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![]() Founding Member
CA
CFP (Canada)
CLU
CPA
TEP
Employer: Lamp Financial Inc.
Occupation: Financial Planning Accountant
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![]() Founding Member
Employer: Douglas Wealth Management Group
Occupation: Financial Planner
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![]() Founding Member
CFP (Canada)
Employer: Finovo
Occupation: Financial Planner
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![]() Founding Member
CIM
Employer: CI Direct Investing
Occupation: Head of Client Services
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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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![]() Founding Member
Employer: Retirement In View
Occupation: Financial Planner
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![]() Founding Member
EPC
Employer: Money Coaches Canada
Occupation: Certified Financial Planner
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![]() Founding Member
Employer: Leslie Gardner Financial Planning
Occupation: Advice only Financial planner
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![]() Year 1 Member
RFP
Employer: TPG Financial Services Inc.
Occupation: Senior Financial Planner
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![]() Founding Member
CLU
Employer: The Co-Operators
Occupation: Financial/Insurance Advisor, Agency Owner
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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
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![]() Year 1 Member
CDFS
CLU
RRC
TEP
Employer: Professional Investments (Kingston) Inc.
Occupation: Certified Financial Planner
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![]() Founding Member
CFP (Canada)
RFP
TEP
Employer: Doherty & Bryant Financial Strategists (CWB Wealth Mgmt. Ltd)
Occupation: Vice President, Financial Planner
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![]() Employer: PEAK Securities Inc.
Occupation: Financial Planner/Associate Portfolio Manager
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![]() Year 1 Member
Employer: Seedtime & Harvest Wealth Counsel
Occupation: Financial Planner
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![]() Year 1 Member
Employer: The Holjevac Group
Occupation: Financial Planner
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![]() Founding Member
CIM
CLU
FCSI
RFP
Employer: RGF Integrated Wealth Management
Occupation: Financial Advisor
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![]() Founding Member
TEP
Employer: VAVE Financial Planning
Occupation: Advice only financial planner
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![]() Employer: Industrial Alliance Securities Inc.
Occupation: Portfolio Manager, Financial Planner, Owner
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![]() Founding Member
Employer: William Jack & Associates
Occupation: Retirement Income Planner
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![]() Founding Member
CA
CLU
CPA
TEP
Employer: HarrisJones Advisory Inc.
Occupation: President
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![]() Employer: Pax Financial Planning and Education Inc.
Occupation: Financial Planner
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![]() Founding Member
CIM
FMA
RFP
Employer: Ryan Lamontagne Inc.
Occupation: Financial Planner
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![]() Founding Member
CIM
CMA
CPA
Employer: Manulife Securities Inc.
Occupation: Senior Financial Advisor
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![]() DirectorFounding MemberVolunteerYear 1 Member
CDFS
Employer: Spring Plans
Occupation: Financial Planner
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![]() Year 1 Member
CLU
Employer: Niagara Region Money Coaches
Occupation: Financial Planner
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![]() Founding Member
CLU
Employer: Hike Advisory
Occupation: Financial Planner
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![]() Founding Member
Pl. Fin
Employer: Ma Vie - Mes Finances
Occupation: Advice-Only Financial Planner
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Founding Member
Employer: Money Coaches Canada
Occupation: CEO and Advice Only Financial Planner
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CLU
Employer: LifeGuide Financial
Occupation: Financial Planner
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![]() Founding Member
CFP (Canada)
CIM
Employer: Canaccord Genuity Wealth Management
Occupation: Investment Advisor & Portfolio Manager
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![]() Employer: Oakland Enterprises
Occupation: Full Service Financial Planning
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![]() Founding Member
CLU
Employer: Freedom 55 Financial
Occupation: Director Advisor Experience
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Pl. Fin
Employer: Oroc Wealth Management, Inc.
Occupation: President, Financial Planner
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CFP (Canada)
Employer: Alta Vista Planning Partners Inc.
Occupation: Business & Estate Planning
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CFP (Canada)
FMA
Employer: National Bank Financial Inc.
Occupation: Financial Planner
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![]() DirectorFounding MemberVolunteer
CFA
CFP (Canada)
CFP (US)
FCSI
FMA
PFP
RFP
TEP
Employer: Woodgate Financial Inc.
Occupation: Senior Financial Planner
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Founding Member
Employer: Networth Management
Occupation: Financial Planner
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![]() Founding Member
Employer: IRONSHILED Financial Planning
Occupation: Certified Financial Planner
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![]() Employer: Investors Group Securities Inc.
Occupation: Certified Financial Planner
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![]() Founding Member
CLU
EPC
TEP
Employer: Future Values Wealth Management
Occupation: Certified Financial Planner
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![]() Founding Member
RFP
TEP
Employer: Cardinal Point Wealth
Occupation: Financial Planner
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![]() Founding Member
CDFS
CIM
CLU
FCSI
FMA
RRC
TEP
Employer: Fiducia Wealth Management
Occupation: Principal & Senior Wealth Advisor
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CFP (Canada)
CIM
RFP
Employer: Macdonald, Shymko & Company Ltd.
Occupation: Advisor / Owner
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![]() Founding Member
CIM
EPC
FCSI
Employer: Mandeville Private Client Inc.
Occupation: Financial and Investment Advisor
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![]() Founding Member
Employer: Shelemey Financial
Occupation: Certified Financial Planner
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![]() Founding Member
CIM
Employer: New School of Finance
Occupation: Financial Planner
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![]() Founding Member
CLU
Employer: Legacy Wealth Advisors
Occupation: President & CEO, Senior Financial Planner
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![]() Founding Member
CA
CLU
Employer: Richardson GMP Limited
Occupation: Associate, Wealth Planning
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![]() Founding Member
CFP (Canada)
FMA
Employer: Henderson Partners LLP
Occupation: Director, Family Office Sevices and Financial Planning
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![]() Founding Member
Employer: Kind Wealth
Occupation: Advice-Only Financial Planner, Specializing in Young Professionals with Children
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![]() Founding Member
CA
CIM
CPA
Employer: Efficient Wealth Management
Occupation: Financial Planner
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![]() Founding Member
CDFS
CLU
Employer: Raymond James Ltd.
Occupation: Senior Financial Planner
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![]() Founding Member
CFP (Canada)
CIM
CLU
MTI
TEP
Employer: Canaccord Genuity Wealth Management
Occupation: Financial and Estate Planner
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![]() Founding Member
Employer: Tresoor Financial Services Ltd.
Occupation: Financial Planner
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![]() Founding Member
Employer: Caring for Clients
Occupation: Financial Planner
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![]() Employer: IPC Investment Corporation
Occupation: Financial Planner
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