|
Name |
Title |
City |
Province |
Company |
|
|
Burnaby |
British
Columbia |
Burnaby
Office |
|
|
Akeela
B. Davis |
Financial
& Lifestyle Planner |
Maple
Ridge |
BC |
Arista
Asset Management - Berkshire Investment Group |
|
B.
Comm, CFP |
Toronto |
Ontario |
Prenick
& Associates |
|
|
Independent
Insurance Broker |
Vancouver |
BC |
Angus
Carten Insurance Services |
|
|
CFP
- Certified Financial Planner |
Edmonton |
Alberta |
Augold
Financial Services |
|
|
CFP,
CLU, B. Comm. |
Halifax |
Nova
Scotia |
Arun
Mehra Insurance Agency Inc. |
|
|
CFP,
CLU and CH.F.C |
Oakville |
Ontario |
Atiya
Ahsan & Assoc |
|
|
CGA |
Toronto |
Ontario |
Beata
Kurpiewski, CGA |
|
|
Financial
Advisor |
Whitby |
Ontario |
Berkshire
Securities Inc |
|
|
Certified
Financial Planner |
Toronto |
Ontario |
Berkshire
Investment Group Inc / Berkshire Insurance Services Inc. |
|
|
Senior
Financial Advisor |
Windsor |
Ontario |
Assante
Capital Management Ltd. |
|
|
Bob
Lilley |
CLU,
ChFC, CFP |
Newmarket |
Ontario |
Dundee
Private Investors |
|
Bradley
Walton |
Group
Broker, Financial Advisor and Investment Representative |
|
Ontario |
Freedom
55 Financial/Quadrus Investment Services |
|
Insurance
Broker |
Barrie |
Ontario |
Brian
McGrath Insurance & Investment Services |
|
|
Associate
Advisor |
Stratford |
Ontario |
RBC |
|
|
|
Chatham |
Ontario |
Sleightholm
Insurance |
|
|
Senior
Financial Advisor |
Ottawa |
Ontario |
Assante
Capital Management Ltd. |
|
|
|
Saint
John |
New
Brunswick |
Berkshire
Investment Group Inc. |
|
|
Financial
Advisor |
Windsor |
Ontario |
Berkshire
Investment Group Inc. / Berkshire Insurance Services Inc. |
|
|
Charlie
Arcuri |
Financial
Security Advisor |
Barrie |
Ontario |
Freedom
55 Financial |
|
Insurance
Broker |
Burlington |
Ontario |
Funnell
Financial and Insurance Services |
|
|
Christopher
G. Barrett |
Director
of Market Development |
Burlington |
Ontario |
Freedom
55 Financial/Quadrus Investment Services |
|
BA
, CLU |
Gloucester |
Ontario |
CJ
Simon Insurance |
|
|
CFP |
Edmonton |
Alberta |
Dundee
Wealth Management Company |
|
|
Investment
Representative |
Regina |
Saskatchewan |
Edward
Jones |
|
|
Dan
Anders |
Estate
Planning Specialist |
Vancouver |
British
Columbia |
CIBC
Wood Gundy Financial Services Inc. |
|
Investment
and Financial Advisor |
Cobourg |
Ontario |
Marathon
Financial Group Inc. |
|
|
Dane
Morrison |
|
Toronto |
Ontario |
BMO
Nesbitt Burns |
|
Independent
Insurance Specialist |
Springdale |
Newfoundland |
ParMc
Financial Services Inc. |
|
|
CFP,
CLU, CH.F.C., MBA |
Oakville |
Ontario |
Hynek
Financial |
|
|
Daniel
J. Sember |
Executive
Planning Consultant |
Vancouver |
British
Columbia |
Signet
Financial Group Ltd. |
|
Mortgage
Consultant |
Toronto |
Ontario |
INVIS |
|
|
Estate
and Financial Planning |
Fredericton |
New
Brunswick |
York
Financial Services Inc. |
|
|
Financial
Planner |
Calgary |
Alberta |
Berkshire
Securities Inc. |
|
|
CLU,
CHFC |
New
Minas |
Nova
Scotia |
Darrell
Houghton Insurance Agency Ltd. |
|
|
PFP,
CFP, CIM, FMA, CHFS |
Toronto |
Ontario |
TD
Waterhouse Investment Advice |
|
|
B.A. |
Calgary |
AB |
Renfrew
Life Insurance Brokers Inc. |
|
|
Financial
Planner |
London |
Ontario |
Freedom
55 Financial |
|
|
David
Arthurs |
Advisor
/ Partner |
Wainwright |
Alberta |
Gilchrist
Agencies Ltd / Manulife Securities International Ltd. |
|
B.P.A. |
Stittsville |
Ontario |
Bradley's
Insurance Ltd. |
|
|
CFP,
RFP, CLU |
Peterborough |
Ontario |
Assante
Financial Management Ltd. |
|
|
CIM,
FCSI |
Kitchener |
Ontario |
Berkshire
Securities Inc./ Berkshire Insurance Services Inc. |
|
|
Investment
Representative |
Brandon |
Manitoba |
Edward
Jones |
|
|
Senior
Investment Advisor |
Etobicoke |
Ontario |
BMO
Nesbitt Burns |
|
|
President |
Kitchener |
Ontario |
Yanke
/GMS Insurance Agency |
|
|
Mortgage
Consultant |
Eastern
Passage |
Nova
Scotia |
INVIS |
|
|
Certified
Financial Planner |
Burnaby |
Britsh
Columbia |
W.H.
Stuart Mutuals Ltd. |
|
|
P.
Eng, MBA |
Orangeville |
Ontario |
Assante
Capital Management Ltd.* |
|
|
Financial
Advisor |
Collingwood |
Ontario |
WDR
Financial Inc. |
|
|
Don
R. Barnard |
FSA |
Tillsonburg |
Ontario |
London
Life |
|
|
Listowel |
Ontario |
Rea
Capital |
|
|
CD,
MBA, CFP |
Calgary |
Alberta |
Cartier
Partners Financial Services, a Dundee Wealth Management Company |
|
|
|
Toronto |
Ontario |
Creative
Planning Financial Group |
|
|
Douglas
Allan |
Portfolio
Manager - Branch Manager |
Red
Deer |
Alberta |
Raymond
James Ltd. |
|
Financial
Services Broker |
Powassan |
Ontario |
Doug
Amond Financial Services |
|
|
Financial
Planner & Investment Manager |
Toronto |
Ontario |
Spera
Financial Inc. |
|
|
CFP |
Barrie |
Ontario |
RBC
Investments |
|
|
Advisor |
Brighton |
Ontario |
Clarica/MacDonald
Insurance & Financial Services |
|
|
Tax
/ Estate Planning Advisor |
Winnipeg |
Manitoba |
Ten
Star Financial |
|
|
Financial
Planner |
Ottawa |
Ontario |
ScotiaMcLeod |
|
|
Chief
Trading Officer |
Edmonton |
Alberta |
TEN
STAR Financial Services |
|
|
Investment
Advisor |
Toronto |
Ontario |
RBC
Dominion Securities |
|
|
Senior
Investment Advisor |
Montréal |
Quebec |
Dundee
Securities Corp. |
|
|
Vice
President |
Dartmouth |
Nova
Scotia |
Ramey
Investments Incorporated |
|
|
Gary
Clark CLU, TEP |
Estate
& Business Succession Analyst |
Edmonton |
Alberta |
Clark
Insurance Consultants |
|
Insurance
and Estate Planning |
Chatham |
Ontario |
Gary
Dick Insurance |
|
|
Insurance
and Estate Planning |
Toronto |
Ontario |
Independent
Financial Concepts Group Ltd. |
|
|
Investment
Representative |
Saskatoon |
Saskatchewan |
Edward
Jones |
|
|
Gary
Stuart Joseph |
Certified
Specialist in family Law |
Toronto |
Ontario |
MacDonald
& Partners |
|
CFP,
C.F.S.B. |
Rockland |
Ontario |
Gaudreau
Financial Planners |
|
|
Geoff
Beulens |
Financial
Security Advisor |
Surrey |
British
Columbia |
Freedom
55 Financial |
|
George
Scott |
CFP |
Grand
Falls-Windsor |
Newfoundland |
Armstrong
& Quaile |
|
Investment
Advisor |
Newmarket |
Ontario |
RBC
Dominion Securities Inc. |
|
|
President |
Toronto |
Ontario |
Gillian
Johnston Financial and Insurance Services |
|
|
Glen
Lyster |
Life
Insurance & Investment Advisor |
Brooks |
Alberta |
Clarica/Sun
Life |
|
Gord
Anderson |
Financial
Advisor |
Calgary |
Alberta |
ANDERSON
& ASSOCIATES FINANCIAL CORP. |
|
President |
Priddis |
Alberta |
Angevine
Insurance Consulting Inc. |
|
|
CFP |
Calgary |
Alberta |
Monaghan
Financial Group Inc. |
|
|
BBA,
CFP, FMA |
Woodstock |
New
Brunswick |
Berkshire
Insurance Services Inc. |
|
|
Financial
Security Advisor and Group Benefits Consultant |
Kitchener |
Ontario |
Risk
Management Strategies Group |
|
|
EPC |
Toronto |
Ontario |
Manulife
Financial |
|
|
CFP,
FMA, FCSI |
Cambridge |
Ontario |
Assante |
|
|
Financial
Advisor |
Bancroft |
Ontario |
Assante
Financial Management Ltd. |
|
|
RHU,
EPC |
Antigonish |
Nova
Scotia |
Hyland
Fraser Financial Services |
|
|
Ian
Leith |
|
Mississauga |
Ontario |
BMO
Nesbitt Burns |
|
Insurance
Advisor |
St.
John’s |
Newfoundland |
RBC
Insurance |
|
|
Insurance
Broker |
Mississauga |
Ontario |
Figas
& Associates Individual and Group Benefits Planning |
|
|
BA,
CFP, FLMI, TEP, FDS |
Orillia |
Ontario |
Assante
Financial Management Ltd. |
|
|
Jatinder
Sodhi |
Financial
Advisor |
Brampton |
Ontario |
Edward
Jones |
|
Investment
Advisor |
Owen
Sound |
Ontario |
RBC
Dominion Securities Inc |
|
|
Investment
Advisor |
Saint
John |
New
Brunswick |
CIBC
Wood Gundy |
|
|
MBA,
CLU, CHFC, CFP |
Toronto |
Ontario |
Creative
Planning Financial Group |
|
|
Jeffrey
E. Petrie |
Investment
Executive |
London |
Ontario |
ScotiaMcLeod |
|
Financial
Advisor |
Lethbridge |
Alberta |
Assante
Capital Management Ltd. |
|
|
CFP |
Winnipeg |
Manitoba |
J.
Shannon Financial Planning |
|
|
Vice-President |
Oakville |
Ontario |
BMO
Nesbitt Burns |
|
|
MBA,
CFP, RFP |
Toronto |
Ontario |
Assante
Capital Management Ltd. |
|
|
Financial
Planner |
Milton |
Ontario |
Prosperity
One (Community Banking and Financial Services) |
|
|
John
Knowles |
|
Waterloo |
Ontario |
Berkshire
Insurance/Investment Group |
|
Independent
Life and Health Insurance Brokers |
Victoria |
British
Columbia |
John
Peluso Insurance and Financial Services |
|
|
Specialist
in Estates and Trust Law |
Toronto |
Ontario |
Hull
& Hull |
|
|
Financial
Security Advisor |
Markham |
Ontario |
London
Life - Freedom 55 Financial |
|
|
Certified
Financial Planner, Financial Divorce Specialist |
Ottawa |
Ontario |
Brophy
Financial Planning & Insurance Agency Ltd. |
|
|
Kathy
Davis |
Mortgage
Agent |
Bon
Accord |
Alberta |
INVIS |
|
EPC |
Calgary |
Alberta |
|
|
|
Ken
Dong |
Senior
Investment Advisor |
Vancouver |
British
Columbia |
BMO
Nesbitt Burns |
|
Ken
Wheelans |
Investment
Representative |
Yarmouth |
Nova
Scotia |
Edward
Jones Investments |
|
Branch
Manager |
Lindsay |
Ontario |
Ten
Star Financial Services |
|
|
Director
of the Private Client Group |
Saskatoon |
Saskatchewan |
Dundee
Securities Corporation |
|
|
Financial
Planner |
Toronto |
Ontario |
Independent
Financial Concepts |
|
|
Mortgage
Consultant |
Victoria |
BC |
INVIS |
|
|
CGA,
CFP, CLU, CH.F.C |
Rothesay |
New
Brunswick |
The
Davis and Lee Financial Planning Centre |
|
|
CGA |
Toronto |
Ontario |
Leonard
Tam CGA |
|
|
CFP,
CIM, FCSI, B.Comm |
Oshawa |
Ontario |
CIBC
Wood Gundy |
|
|
Financial
Advisor |
Kitchener |
Ontario |
Clarica |
|
|
CIMA,
CMA, PFP |
Mississauga |
Ontario |
ScotiaMcLeod |
|
|
|
Lethbridge |
Alberta |
Berkshire
Insurance/Investment Group |
|
|
BBA,
CFP |
Langley |
British
Columbia |
Money
Concepts |
|
|
CFP,
CLU, CHFC, CFSB |
Kamloops |
British
Columbia |
Schneider
Insurance Agent |
|
|
|
North
Bay |
Ontario |
Freedon
55 Financial |
|
|
BBA,
PFP |
St-Laurent |
Quebec |
Assante
Capital Management LTD |
|
|
Investment
Advisor |
Ingersoll |
Ontario |
BMO
Nesbitt Burns |
|
|
CGA
& CPA |
Toronto |
Ontario |
Hendricks
& Associates, CGAs |
|
|
Financial
Advisor |
Brampton |
Ontario |
Investment
Planning Counsel of Canada |
|
|
Insurance
& Financial Advisor |
Bay
Roberts |
Newfoundland |
Paddock
& Associates Ltd. |
|
|
B.
Comm., CFP, CLU, Ch FC |
Sherwood
Park |
Alberta |
Deboski
& Company |
|
|
CA,
CFP |
Halifax |
Nova
Scotia |
Edwards
Dean & Company Inc. |
|
|
Michael
H. Gilchrist |
Wealth
and Estate Planner |
Calgary |
Alberta |
Zielsdorf
Financial Group Ltd. |
|
Registered
Financial Planner |
Ottawa |
Ontario |
|
|
|
CFP,
R.F.P., CIM, FSCI, FMA, Securities and Life Licenced |
Owen
Sound |
Ontario |
Berkshire
Securities Inc.* & Berkshire Insurance Services Inc. |
|
|
Mike
Bonnell |
Financial
Advisor |
Calgary |
Alberta |
Freedom
55 Financial |
|
Mitchel
Robinson |
Investment
Executive |
Brampton |
Ontario |
ScotiaMcLeod |
|
Life
Insurance Broker |
Simcoe |
Ontario |
Monte
Smith and Associates |
|
|
Investment
Advisor |
Ottawa |
Ontario |
BMO
Nesbitt Burns |
|
|
Life
Insurance & Financial Advisor |
Lucknow |
Ontario |
Berkshire
Insurance Services Inc., Berkshire Investment Group Inc. |
|
|
CFP |
Kitchener |
Ontario |
Berkshire
Securities Inc./ Berkshire Insurance Services Inc. |
|
|
Accountant |
Toronto |
Ontario |
Certified
General Accountant |
|
|
Mortgage
Specialist |
Toronto |
Ontario |
Invis
Financial Group |
|
|
CIM,
FCSI |
Toronto |
Ontario |
Raymond
James Ltd. |
|
|
CFP,
CLU, CH.F.C |
Guelph |
Ontario |
Pat
Hayes Financial Services |
|
|
Paul
Fincham |
|
Aurora |
Ontario |
Executive
Planning International Life Insurance |
|
Financial
Security Advisor |
Toronto |
Ontario |
Freedom
55 Financial |
|
|
Peter
Batson |
District
Manager |
Toronto |
Ontario |
CST
Consultants Inc., distributor of the Canadian Scholarship Trust Plan |
|
Director
- Financial Services |
Victoria |
British
Columbia |
Discovery
Insurance & Financial Services |
|
|
Pirkko
Ramsay |
CFP |
Thunder
Bay |
Ontario |
RBC
Dominion Securities Inc. |
|
Prospective
Planning |
Tax,
Estate and Financial Planners |
Calgary |
Alberta |
Perspective
Planning Inc. |
|
B.
Comm (Hon.), FCSI |
Mississauga |
Ontario |
BMO
Nesbitt Burns |
|
|
Tax
Advisor |
Saint
John |
New
Brunswick |
Ralph
H. Green & Associates |
|
|
Financial
Security Advisor |
Scarborough |
Ontario |
Freedom
55 Financial |
|
|
PFP,
B Comm. (Finance) |
Kanata |
Ontario |
ScotiaMcLeod
Inc. |
|
|
Investment
Advisor |
Edmonton |
Alberta |
Raymond
James |
|
|
Vice-President,
Investment Advisor |
Toronto |
Ontario |
Research
Capital |
|
|
Financial
Planner |
Toronto |
Ontario |
Baywood
Financial |
|
|
Richard
Sornberger |
|
Brockville |
Ontario |
McCooeye,
Sornberger and Paul Financial Services |
|
CFP,
CLU, CH.F.C., RFP |
Burlington |
Ontario |
Assante
Financial Management Ltd |
|
|
PFP |
Toronto |
Ontario |
RBC
Investments |
|
|
Financial
Advisor |
Peterborough |
Ontario |
Assante
Financial Management & Assante Estate and Insurance Services Ltd. |
|
|
Investment
Advisor |
Winnipeg |
Manitoba |
Berkshire
Insurance/Investment Group |
|
|
CLU,
CFP |
Toronto |
Ontario |
Creative
Planning Financial Group |
|
|
Robert
J. Higgerty |
BA
(Econ), CFP |
Ottawa |
Ontario |
Berkshire
Securities Inc. |
|
Insurance
Advisor |
Ottawa |
Ontario |
Smith
Petrie Carr & Scott Insurance Brokers Ltd. |
|
|
Investment
Advisor |
Scarborough |
Ontario |
BMO
Nesbitt Burns |
|
|
CFP,
CLU, CH. F. C. |
Windsor |
Ontario |
Seguin
and Associates Financial Services Ltd. |
|
|
Roman
Makarec |
Certified
Financial Planner |
Thunder
Bay |
Ontario |
RM
Wealth and Estate Planning |
|
Ron
McCaskill |
Certified
Financial Planner |
Moncton |
New
Brunswick |
Investment
Planning Counsel of Canada |
|
Financial
Planner |
Montreal |
Quebec |
Ten
Star Financial & Executive Financial Services |
|
|
Investment
Advisor, Portfolio Manager |
St.
John's |
Newfoundland
and Labrador |
RBC
Dominion Securities |
|
|
Ronald
Sparkes |
|
St
John's |
Newfoundland |
Sparkes
Financial Services |
|
B.
Sc., CFP, CAFP |
Oakville |
Ontario |
CIBC
Wood Gundy |
|
|
Certified
Financial Planner |
Ottawa |
Ontario |
The
Anderson Team |
|
|
Roy
Maiero |
|
Hamilton |
Ontario |
Lime
Ridge Financial |
|
Ruby
Lougheed Yawney |
Senior
Financial Advisor, Life Insurance Advisor |
Sudbury |
Ontario |
Berkshire
Securities Inc. Berkshire Insurance Services Inc. |
|
Rudolph
Fedorowich |
CLU |
Toronto |
Ontario |
RGF
Insurance Agencies |
|
Ryan
Stephenson |
|
Barrie |
Ontario |
Berkshire
Insurance/Securities Group |
|
Sam
Akiki |
CFP |
Pickering |
Ontario |
Cartier
Partners |
|
Sanjyot
Banerjie |
Financial
Security Advisor |
Mississauga |
Ontario |
Freedom
55 Financial |
|
Mortgage
Consultant |
Summerside |
PEI |
EzeeMortgage.com
- Invis Inc. |
|
|
Financial
Planner |
Vancouver |
British
Columbia |
Freedom
55 Financial |
|
|
Investment
Executive |
Toronto |
Ontario |
ScotiaMcLeod |
|
|
Vice-President |
Montreal |
Quebec |
CIBC
Wood Gundy |
|
|
Financial
Advisor |
Kitchener |
Ontario |
Clarica |
|
|
CFP |
Victoria |
British
Columbia |
Berkshire
Investment Group Inc. |
|
|
Investment
Executive |
Kitchener |
Ontario |
ScotiaMcLeod |
|
|
Certified
Financial Planner |
Barrie |
Ontario |
J.C.
Mitchell Insurance Group / Tenstar Financial Inc. |
|
|
CGA |
Winnipeg |
Manitoba |
Equinox
Financial Group |
|
|
Residential
Investment Advisor |
Toronto |
Ontario |
Beacon
Securities Limited |
|
|
Tim
Arnaud |
Investment
Advisor |
Kingston |
Ontario |
RBC
Dominion Securities |
|
Investment
Advisor |
Guelph |
Ontario |
BMO
Nesbitt Burns |
|
|
Financial
Advisor |
Richmond
Hill |
Ontario |
Assante
Capital Management Ltd.* |
|
|
Financial
Planner |
Meaford |
Ontario |
RBA
Financial Group |
|
|
B.Sc.
(Hons), CFP |
Mississauga |
Ontario |
BMO
Nesbitt Burns |
|
|
EPC |
Calgary |
Alberta |
JBC
Risk Management |
|
|
Investment
Executive |
Collingwood |
Ontario,
Canada |
BMO
Nesbitt Burns |
|
|
Travis
O'Donnell |
Financial
Advisor |
New
Maryland |
NB |
Charles
W. Read & Associates Ltd. |
|
Vic
Skot |
Financial
Advisor |
Sudbury |
Ontario |
Benefit
Partners Inc. |
|
Financial
Security Advisor |
Scarborough |
Ontario |
Freedom
55 Financial |
|
|
Wade
Baldwin |
Financial
Advisor |
Calgary |
Alberta |
Clarica |
|
Wayne
Venturi |
Certified
Financial Planner, Financial Security Advisor |
Sault
Ste Marie |
Ontario |
Freedom
55 Financial |
|
|
Ottawa |
Ontario |
BMO
Nesbitt Burns |
|
|
Branch
Manager |
Stratford |
Ontario |
IPC
Investment Corp. |
|
|
President |
Winnipeg |
Manitoba |
Sweatman
Insurance & Retirement Services |