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Current Members

Member
Kenora
Karen Richardson
Royal Bank of Canada - Personal Banking (Retail)
Mortgage Licenced
Insurance Licenced



No items found.
Victoria, BC
Evan Riddell
Richardson Wealth
Mortgage Licenced
Insurance Licenced



Fee based (AUM)
Calgary and Phoenix
Terry Ritchie
Cardinal Point Wealth
Mortgage Licenced
Insurance Licenced



Fee based (AUM)
Brad Ritchie
Mortgage Licenced
Insurance Licenced



No items found.
Scott Rizzuto
IPC Securities Corporation
Mortgage Licenced
Insurance Licenced



Fee based (AUM)
Misssissauga, Ontario
Jamie Robb
Fiducia Wealth Management
Mortgage Licenced
Insurance Licenced



Insurance Commission
Fee Only - Hourly
Fee based (AUM)
Scott Robertson
Tasman Financial Services
Mortgage Licenced
Insurance Licenced



Fee Only - Retainer Based
Winnipeg
Darryl Robinson
Mortgage Licenced
Insurance Licenced



Fee Only - Hourly
Fee Only - Retainer Based
Peterborough, ON
Doug Robinson
Veritable Wealth Advisory Inc.
Mortgage Licenced
Insurance Licenced



Fee based (AUM)
GTA West
Sam Rook
Q Wealth
Mortgage Licenced
Insurance Licenced



Insurance Commission
Fee based (AUM)
Moose Jaw
Aaron Ruston
Purposed Financial Corporation
Mortgage Licenced
Insurance Licenced



Insurance Commission
% of Net Worth
Ottawa
William Rychliwsky
Been There Financial Planning
Mortgage Licenced
Insurance Licenced



Fee Only - Hourly
Fee Only - Flat Fee/Project Based
Ottawa
Ziad Sahuri
Parallel Wealth Financial Group
Mortgage Licenced
Insurance Licenced



No items found.
Vancouver
Brinsley Saleken
Macdonald, Shymko & Company Ltd.
Mortgage Licenced
Insurance Licenced



Fee Only - Hourly
Fee based (AUM)
Regina
Scott Sather
Awaken Wealth Management Ltd
Mortgage Licenced
Insurance Licenced



Insurance Commission
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Fee based (AUM)
London, ON
Russell Sawatsky
Money Architect Financial Planning
Mortgage Licenced
Insurance Licenced



% of Net Worth
% of Income
Minimum Fee
Fee Only - Flat Fee/Project Based
Victoria, BC
Cole Schneider
The Dixon Davis Group
Mortgage Licenced
Insurance Licenced



Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Calgary
Ashok Sharma
Mortgage Licenced
Insurance Licenced



Fee based (AUM)
St. Albert
Nathen Shelemey
Shelemey Wealth Advisory Inc.
Mortgage Licenced
Insurance Licenced



Insurance Commission
Fee Only - Retainer Based
Fee based (AUM)
Toronto (Downtown)
Andrew Sheppard
Flatiron Wealth Management Inc.
Mortgage Licenced
Insurance Licenced



Fee based (AUM)
Oakville
Mitchell Shields
Canaccord Genuity Wealth Management
Mortgage Licenced
Insurance Licenced



Insurance Commission
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Shannon Lee Simmons
New School of Finance
Mortgage Licenced
Insurance Licenced



Fee Only - Flat Fee/Project Based
Fee Only - Hourly
Fee Only - Retainer Based
Ottawa
Jason Simpson
IPC Securities / Trailway Wealth Advisors Inc
Mortgage Licenced
Insurance Licenced



Fee Only - Flat Fee/Project Based
Fee based (AUM)
Hamilton
Calvin Smeding
Manulife Wealth Inc.
Mortgage Licenced
Insurance Licenced



Banking Commission
Insurance Commission
Fee based (AUM)
Zak Smith
Richardson Wealth Limited
Mortgage Licenced
Insurance Licenced



No items found.
Burnaby, BC
Alison Stafford
Mortgage Licenced
Insurance Licenced



Fee Only - Flat Fee/Project Based
Kitchener
Tanya Staples
Mortgage Licenced
Insurance Licenced



Fee Only - Hourly
Shay Steacy
Modern Cents
Mortgage Licenced
Insurance Licenced



Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Michael Steele
Mortgage Licenced
Insurance Licenced



No items found.
Sean Stevens
Mortgage Licenced
Insurance Licenced



No items found.
Calgary
Stephanie Stewart
Affluence Partners Inc
Mortgage Licenced
Insurance Licenced



Insurance Commission
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Ria Stroppa
The Dixon Davis Group
Mortgage Licenced
Insurance Licenced



No items found.
Winnipeg
Anton Suppal
RBC
Mortgage Licenced
Insurance Licenced



No items found.
Ottawa
Callum Sutherland
Callum Sutherland
Mortgage Licenced
Insurance Licenced



Insurance Commission
Fee based (AUM)
Liisa Tatem
Money Coaches Canada
Mortgage Licenced
Insurance Licenced



No items found.
Kerry Taylor
Student
Mortgage Licenced
Insurance Licenced



No items found.
Toronto
Andrea Thompson
Modern Cents
Mortgage Licenced
Insurance Licenced



Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Vikas Tiwari
Keybase Financial Group Inc.
Mortgage Licenced
Insurance Licenced



Fee based (AUM)
Alysha To
Richardson Wealth Limited
Mortgage Licenced
Insurance Licenced



No items found.
LaSalle, Ontario
Alok Tomar
Edward Jones
Mortgage Licenced
Insurance Licenced



Insurance Commission
Fee based (AUM)
Nickolas Tresoor
Tresoor Financial Services Ltd.
Mortgage Licenced
Insurance Licenced



Fee based (AUM)
Calgary
Tyler Troidl
Well Built Wealth
Mortgage Licenced
Insurance Licenced



Fee Only - Flat Fee/Project Based
Fee based (AUM)
Melanie Twietmeyer
Investment Planning Counsel
Mortgage Licenced
Insurance Licenced



No items found.
Calgary
Morgan Ulmer
Caring for Clients
Mortgage Licenced
Insurance Licenced



Fee based (AUM)
Victoria, BC
Alexandra (Alyx) Valdal
Iron & Pearl Financial
Mortgage Licenced
Insurance Licenced



Insurance Commission
Fee Only - Hourly
Fee Only - Flat Fee/Project Based
Carlo Valle
IG Wealth Management
Mortgage Licenced
Insurance Licenced



Fee based (AUM)
Insurance Commission
Tracy Vallis
Self employed Financial Planner Sun Life/Accent Financial Solutions
Mortgage Licenced
Insurance Licenced



No items found.
Guelph, Ontario
Amanda Van Soelen
Investia Financial Services Inc.
Mortgage Licenced
Insurance Licenced



Fee based (AUM)
Brandon
Christopher Veilleux
Prairie Wealth Planning Consultants Ltd
Mortgage Licenced
Insurance Licenced



Insurance Commission
Fee Only - Retainer Based
Fee based (AUM)
Metro Vancouver
Richard Vetter
WealthSmart Inc.
Mortgage Licenced
Insurance Licenced



Insurance Commission
Fee based (AUM)
Markham
Anthony Visconti
Quadrus Investment Services Ltd.
Mortgage Licenced
Insurance Licenced



Insurance Commission
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Brian WARD
By Design Financial Services Inc.
Mortgage Licenced
Insurance Licenced



Fee based (AUM)
Erik Wachman
Mortgage Licenced
Insurance Licenced



No items found.
Mark Walhout
Walhout Financial
Mortgage Licenced
Insurance Licenced



No items found.
Vancouver
Sheila Walkington
Money Coaches Canada
Mortgage Licenced
Insurance Licenced



Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Kelowna
Mike Waller
IPC Securities Corporation
Mortgage Licenced
Insurance Licenced



Fee based (AUM)
Lethbridge, Alberta
Adam Weersink
Cox Financial Group - Aligned Capital Partners
Mortgage Licenced
Insurance Licenced



Fee Only - Hourly
Fee based (AUM)
Monica Weissmann
Manulife Securities Inc.
Mortgage Licenced
Insurance Licenced



Fee based (AUM)
Insurance Commission
Christine White
Money Coaches Canada
Mortgage Licenced
Insurance Licenced



Fee Only - Flat Fee/Project Based
Fee Only - Retainer Based
Brandon Wiebe
Money Helps Financial Services
Mortgage Licenced
Insurance Licenced



Fee Only - Flat Fee/Project Based
Abbotsford
Steve Willems
Willems Wealth Planning Group
Mortgage Licenced
Insurance Licenced



Insurance Commission
Minimum Fee
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Vancocuver
Christine Williston
Mortgage Licenced
Insurance Licenced



Fee Only - Hourly
Calgary
Sean Wilson
Moraine Wealth Advisory
Mortgage Licenced
Insurance Licenced



Insurance Commission
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Ben Wilson
PWL Capital Inc.
Mortgage Licenced
Insurance Licenced



Fee based (AUM)
London
Owen Winkelmolen
PlanEasy
Mortgage Licenced
Insurance Licenced



Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Winnipeg
Ian Wood
Cardinal Capital Management, Inc
Mortgage Licenced
Insurance Licenced



Insurance Commission
Fee based (AUM)
Brian Wruk
Transition Financial Advisors Group, Inc.
Mortgage Licenced
Insurance Licenced



Fee based (AUM)
Fee Only - Hourly
Vancouver
Bily Xiao
Mobius Planning
Mortgage Licenced
Insurance Licenced



Insurance Commission
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Victoria Zaremba
Woodgate Financial Inc.
Mortgage Licenced
Insurance Licenced



No items found.
Listowel
Ben Zavitz
Wealth Labs
Mortgage Licenced
Insurance Licenced



Insurance Commission
Fee based (AUM)
Toronto
Catalin Zetu
Mortgage Licenced
Insurance Licenced



Insurance Commission
Fee Only - Hourly
Fee based (AUM)
ellen covey
Elevate Financial Strategies Inc.
Mortgage Licenced
Insurance Licenced



No items found.
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