Member Directory
![]() Founding Member
Employer: True Wealth Advisors
Occupation: Certified Financial Planner
|
|
|
|
![]()
CIM
Employer: Raymond James Ltd.
Occupation: Financial Advisor, Portfolio Manager
|
|
|
|
![]() Employer: Royal Mutual Funds Inc.
Occupation: Financial Planner - Investment and Retirement Planner
|
|
RRC
Employer: Basic Financial Services Inc.
Occupation: Financial Planner
|
|
![]()
CFP (Canada)
Employer: Industrial Alliance Securities Inc.
Occupation: Financial Planner
|
|
![]() Year 1 Member
Employer: Assante Financial Management Ltd.
Occupation: Financial Planner
|
|
![]()
CFP (Canada)
CIM
Employer: IPC Securities Corporation
Occupation: Financial Planner
|
|
![]()
RFP
TEP
Employer: Macdonald, Shymko & Company Ltd.
Occupation: Financial Advisor
|
|
![]() Founding Member
CIM
CLU
FCSI
RFP
Employer: RGF Integrated Wealth Management
Occupation: Financial Advisor
|
|
![]()
CA
CFP (Canada)
Employer: Money Coaches Canada
Occupation: Financial planning
|
|
![]() Founding Member
CLU
Employer: Vela Wealth
Occupation: Financial Advisor
|
|
![]() Founding Member
CEA
CFP (Canada)
CIM
CLU
Employer: Polson Bourbonniere Derby Wealth Management
Occupation: Co-Founder
|
|
![]()
CFP (Canada)
Employer: Money Coaches Canada
Occupation: Advice-Only Financial Planner
|
|
![]() Employer: Oakstone Wealth
Occupation: Owner, Financial Planner
|
|
|
|
|
|
![]() Founding Member
CEA
CIM
CLU
EPC
FCSI
FMA
RFP
TEP
Employer: RBC Dominion Securities Inc.
Occupation: Wealth Management
|
|
![]()
CIM
CIWM
FCSI
FMA
Employer: Mandeville Private Client Inc.
Occupation: Portfolio Manager
|
|
![]() Founding Member
Employer: Align Wealth
Occupation: Financial Planner
|
|
|
|
![]()
RFP
Employer: Academy of Financial Divorce Specialists
Occupation: Financial Planning
|
|
![]() Founding Member
CFP (Canada)
CLU
Employer: YESmoney
Occupation: Retirement Transition Planning
|
|
![]()
CFP (Canada)
Employer: IPC Securities Corporation
Occupation: Financial Planner
|
|
|
|
![]() DirectorFounding MemberVolunteer
CLU
FEA
TEP
Employer: Spring Plans
Occupation: CEO, Senior Financial Planner
|
|
![]() Founding Member
CFP (Canada)
EPC
Employer: CC Planning Group
Occupation: Financial Planner
|
|
![]() Year 1 Member
CDFS
CFP (Canada)
CIM
FCSI
Employer: Venn Wealth Partners Inc.
Occupation: President, Senior Financial Planner
|
|
![]() Employer: Craig Consulting
Occupation: Fee Only Financial Planner
|
|
![]()
CFP (Canada)
Employer: Matthews + Associates
Occupation: Financial Planner
|
|
![]() Employer: Willow Tree Wealth Management Inc.
Occupation: Financial Planner
|
|
![]() Founding Member
CFP (Canada)
Employer: Money Coaches Canada
Occupation: Advice-Only Financial Planner
|
|
![]() Founding Member
RFP
Employer: Dixon, Davis & Company
Occupation: Financial Planner
|
|
![]() Founding Member
CIM
RFP
TEP
Employer: MacDonald Shymko & Company Ltd.
Occupation: Financial Planner
|
|
![]() Founding Member
CIM
Employer: Wellington Altus Private Wealth
Occupation: Portfolio Manager
|
|
![]()
CIM
EPC
FCSI
PFP
Employer: Harbourfront Wealth Management Inc.
Occupation: Portfolio Manager, Financial Planner
|
|
![]() Founding Member
CA
CLU
CPA
TEP
Employer: Lamp Financial Inc.
Occupation: Financial Planning Accountant
|
|
|
|
![]()
CFP (Canada)
CLU
TEP
Employer: Wealth Architects Inc.
Occupation: Financial Planner
|
|
![]() Founding Member
CFP (Canada)
Employer: Douglas Wealth Management Group
Occupation: Financial Planner
|
|
![]()
CFP (Canada)
Employer: Assante Financial Management Ltd.
Occupation: Senior Financial Planner
|
|
|
|
|
|
|
|
|
|
![]()
CIM
Employer: CastleBay Wealth Management Inc.
Occupation: Financial Planner and Portfolio Manager
|
|
|
|
|
|
|
|
|
|
|
|
![]() Founding Member
EPC
RFP
Employer: Feth Financial Services
Occupation: Advice-Only Financial Planer
|
|
![]() Founding Member
Employer: Papyrus Planning
Occupation: Certified Financial Planner
|
|
![]()
CFP (Canada)
CIM
TEP
Employer: IPC Securities Corporation
Occupation: Financial Planner
|
|
![]()
CFP (Canada)
Employer: ABZ Financial Planning
Occupation: Financial Planning
|
|
|
|
![]() Founding Member
Employer: Retirement In View
Occupation: Financial Planner
|
|
![]() Founding Member
CFP (Canada)
EPC
Employer: Money Coaches Canada
Occupation: Certified Financial Planner
|
|
![]()
CEA
CLU
Employer: Grow Your Wealth Financial Planning Ltd.
Occupation: Financial Planner
|
|
![]() Founding Member
Employer: Leslie Gardner Financial Planning
Occupation: Advice only Financial planner
|
|
|
|
![]()
EPC
TEP
Employer: Richardson Wealth Limited
Occupation: Vice President, Tax & Estate Planning
|
|
![]() Founding Member
CFP (Canada)
CFP (Other)
CLU
Employer: The Co-Operators
Occupation: Financial/Insurance Advisor, Agency Owner
|
|
![]()
CFP (Canada)
CIM
Employer: IPC Securities Corporation
Occupation: Wealth Advisor
|
|
![]()
CFP (Canada)
EPC
Employer: IPC Securities Corporation
Occupation: Certified Financial Planner
|
|
![]() Founding Member
RFP
TEP
Employer: CWB Wealth
Occupation: Private Wealth Advisor
|
|
![]() Employer: Self Employed
Occupation: Financial Coaching Manager
|
|
![]() Employer: PEAK Securities Inc.
Occupation: Financial Planner/Portfolio Manager
|
|
![]() Year 1 Member
CDFS
CFP (Canada)
EPC
Employer: Holjevac Financial Group
Occupation: CFP Financial Planner
|
|
![]() Founding Member
TEP
Employer: VAVE Financial Planning
Occupation: Advice only financial planner
|
|
|
|
|
|
![]()
CFA
CFP (Canada)
Employer: Raymond James Ltd.
Occupation: Associate Portfolio Manager
|
|
CA
CPA
Employer: Fair Winds Financial Coach
Occupation: Financial Planner and Coach
|
|
![]() Employer: Granville West Group - Manulife Securities Inc.
Occupation: Financial Advisor
|
|
|
|
CLU
Employer: Money Coaches Canada
Occupation: Financial Planner / Money Coach
|
|
|
|
CEA
CFP (Canada)
EPC
Employer: RLA Financial
Occupation: Financial Planner
|
|
![]() Employer: 123RETIRE
Occupation: Personal Retirement Specialist
|
|
![]() Founding Member
CIM
FMA
Employer: Ryan Lamontagne Inc.
Occupation: Owner, Financial Planner, Portfolio Manager
|
|
![]() Founding Member
CIM
CMA
CPA
Employer: Manulife Securities Inc.
Occupation: Associate Portfolio Manager
|
|
|
|
|
|
|
|
|
|
![]()
EPC
RRC
Employer: Monarch Wealth Corporation
Occupation: Financial Planner
|
|
![]()
CLU
EPC
Employer: Statera Financial Planners
Occupation: Advisor
|
|
Founding Member
CFP (Canada)
CLU
Employer: First Wealth Advisors
Occupation: Financial Planner
|
|
![]()
CFP (Canada)
CIM
RRC
Employer: Canfin Financial Group
Occupation: Certified Financial Planner
|
|
![]()
CFA
CFP (Canada)
Employer: FIRE Financial Inc.
Occupation: CEO & Financial Planner
|
|
|
|
|
|
![]() DirectorFounding MemberVolunteerYear 1 Member
Employer: Spring Plans
Occupation: Financial Planner
|
|
![]() Year 1 Member
CLU
Employer: Parallel Wealth Financial Group
Occupation: Financial Planner
|
|
![]() Founding Member
CLU
Employer: Canaccord Genuity Wealth Management
Occupation: Financial Planner
|
|
![]() Founding Member
Pl. Fin
Employer: Ma Vie - Mes Finances
Occupation: Advice-Only Financial Planner
|
|
![]() Employer: Wellington Altus Private Wealth
Occupation: Wealth Advisor/Financial Planner
|
|
![]() Founding Member
CLU
TEP
Employer: Experience Financial - Coaching and Consulting
Occupation: Advisor
|
|