Member Directory
![]() Founding Member
Employer: True Wealth Advisors
Occupation: Certified Financial Planner
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CFP (Canada)
CIM
Employer: Raymond James Ltd.
Occupation: Financial Advisor, Portfolio Manager
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![]() 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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![]() Employer: Industrial Alliance Securities Inc.
Occupation: Financial Planner
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![]() Year 1 Member
CFP (Canada)
Employer: Assante Financial Management Ltd.
Occupation: Financial Planner
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![]() Employer: Sun Life Financial Investment Services (Canada) Inc.
Occupation: Financial Planner
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![]() Employer: Macdonald, Shymko & Company Ltd.
Occupation: Financial Advisor
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![]() Founding Member
CIM
CLU
FCSI
RFP
Employer: RGF Integrated Wealth Management
Occupation: Financial Advisor
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![]() Founding Member
CLU
Employer: Vela Wealth
Occupation: Financial Advisor
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![]() Founding Member
CEA
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
Employer: Mandeville Private Client Inc.
Occupation: Portfolio Manager
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![]() Founding Member
Employer: Align Wealth
Occupation: Financial Planner
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CDFS
CFP (Canada)
RFP
Employer: Academy of Financial Divorce Specialists
Occupation: Financial Planning
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![]() Founding Member
CFP (Canada)
CLU
Employer: YESmoney
Occupation: Retirement Transition Planning
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CPA
RFP
TEP
Employer: Sun Life - Retired
Occupation: Financial Planner
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![]() Employer: IPC Securities Corporation
Occupation: Financial Planner
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![]() DirectorFounding MemberVolunteer
CLU
FEA
TEP
Employer: Spring Plans
Occupation: CEO, Senior Financial Planner
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![]() Year 1 Member
Employer: Venn Wealth Partners Inc.
Occupation: CEO, Senior Financial Planner
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![]() Employer: Craig Consulting
Occupation: Fee Only Financial Planner
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![]() Employer: Willow Tree Wealth Management Inc.
Occupation: Financial Planner
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![]() Founding Member
Employer: Money Coaches Canada
Occupation: Advice-Only Financial Planner
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![]() Employer: Henderson Partners LLP
Occupation: Financial Planner
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![]() Founding Member
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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CFP (Canada)
CIM
EPC
FCSI
PFP
Employer: Harbourfront Wealth Management Inc.
Occupation: Portfolio Manager
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![]() Founding Member
CA
CLU
CPA
TEP
Employer: Lamp Financial Inc.
Occupation: Financial Planning Accountant
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![]() Employer: Financial Health Management Inc.
Occupation: Financial Planner
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![]() Founding Member
Employer: Douglas Wealth Management Group
Occupation: Financial Planner
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![]() Employer: Harris Douglas Asset Management
Occupation: Partner and Portfolio Manager
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![]() Employer: Assante Financial Management Ltd.
Occupation: Senior Financial Planner
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![]() Founding Member
CIM
Employer: CI Direct Investing
Occupation: Head of Client Services
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CFP (Canada)
CIM
Employer: CastleBay Wealth Management Inc.
Occupation: Financial Planner and Portfolio Manager
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![]() Employer: Brian Evans Financial Services
Occupation: Certified 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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![]() 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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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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![]() Employer: Richardson Wealth Limited
Occupation: Vice President, Tax & Estate Planning
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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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![]() Employer: IPC Securities Corporation
Occupation: Wealth Advisor
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![]() Employer: IPC Securities Corporation
Occupation: Certified Financial Planner
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![]() Founding Member
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
CDFS
CFP (Canada)
EPC
Employer: Holjevac Financial Group
Occupation: CFP Financial Planner
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![]() Founding Member
TEP
Employer: VAVE Financial Planning
Occupation: Advice only financial planner
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CA
CFP (Canada)
CPA
Employer: Fair Winds Financial Coach
Occupation: Financial Coach
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CFP (Canada)
CLU
Employer: Money Coaches Canada
Occupation: Financial Planner / Money Coach
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![]() Founding Member
CIM
FMA
RFP
Employer: Ryan Lamontagne Inc.
Occupation: Owner, Financial Planner, Portfolio Manager
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![]() Founding Member
CIM
CMA
CPA
Employer: Manulife Securities Inc.
Occupation: Associate Portfolio Manager
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![]() Founding Member
Employer: First Wealth Advisors
Occupation: Financial Planner
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CFP (Canada)
CIM
RRC
Employer: Canfin Financial Group
Occupation: Certified Financial Planner
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![]() DirectorFounding MemberVolunteerYear 1 Member
CDFS
CFP (Canada)
Employer: Spring Plans
Occupation: Financial Planner
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![]() Year 1 Member
CFP (Canada)
CLU
Employer: Parallel Wealth Financial Group
Occupation: Financial Planner
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![]() Founding Member
CLU
Employer: Canaccord Genuity Wealth Management
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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CFP (Canada)
Employer: Mayhew Wealth Management Ltd
Occupation: Personal Financial Planning
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![]() Employer: Merrick Financial Inc.
Occupation: Fee Only Financial Planner
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Founding Member
Employer: Money Coaches Canada
Occupation: CEO and Advice Only Financial Planner
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![]() Founding Member
Employer: Smarter Financial Planning
Occupation: Fee for Service Planner
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![]() Founding Member
CIM
Employer: Canaccord Genuity Wealth Management
Occupation: Investment Advisor & Portfolio Manager
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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
FEA
Employer: IRONSHILED Financial Planning
Occupation: Certified Financial Planner
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![]() Employer: Team Jackie Porter Corp.
Occupation: Certified Financial Planner
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CIM
Employer: Money Coaches Canada
Occupation: Director, Financial Planning
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![]() Founding Member
RFP
TEP
Employer: Cardinal Point Wealth
Occupation: Financial Planner
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