Name

Title

City

Province

Company

Ad Astra Financial Planning Group Inc.

 

Burnaby

British Columbia

Burnaby Office

Akeela B. Davis

Financial & Lifestyle Planner

Maple Ridge

BC

Arista Asset Management - Berkshire Investment Group

Andrew Prenick

B. Comm, CFP

Toronto

Ontario

Prenick & Associates

Angus Carten

Independent Insurance Broker

Vancouver

BC

Angus Carten Insurance Services

Anthony C.N. Au

CFP - Certified Financial Planner

Edmonton

Alberta

Augold Financial Services

Arun Mehra

CFP, CLU, B. Comm.

Halifax

Nova Scotia

Arun Mehra Insurance Agency Inc.

Atiya Ahsan

CFP, CLU and CH.F.C

Oakville

Ontario

Atiya Ahsan & Assoc

Beata Kurpiewski

CGA

Toronto

Ontario

Beata Kurpiewski, CGA

Beatrice Hale

Financial Advisor

Whitby

Ontario

Berkshire Securities Inc

Berge Alyanak

Certified Financial Planner

Toronto

Ontario

Berkshire Investment Group Inc / Berkshire Insurance Services Inc.

Bernie Renaud

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

Brian McGrath

Insurance Broker

Barrie

Ontario

Brian McGrath Insurance & Investment Services

Brian McNeil-Smith

Associate Advisor

Stratford

Ontario

RBC

Brock Sleightholm

 

Chatham

Ontario

Sleightholm Insurance

Bruce Kerr

Senior Financial Advisor

Ottawa

Ontario

Assante Capital Management Ltd.

C.P. Theriault / John Martin

 

Saint John

New Brunswick

Berkshire Investment Group Inc.

Cammie Ridley

Financial Advisor

Windsor

Ontario

Berkshire Investment Group Inc. / Berkshire Insurance Services Inc.

Charlie Arcuri

Financial Security Advisor

Barrie

Ontario

Freedom 55 Financial

Chris Funnell

Insurance Broker

Burlington

Ontario

Funnell Financial and Insurance Services

Christopher G. Barrett

Director of Market Development

Burlington

Ontario

Freedom 55 Financial/Quadrus Investment Services

Chuck Simon

BA , CLU

Gloucester

Ontario

CJ Simon Insurance

Craig Brenzan

CFP

Edmonton

Alberta

Dundee Wealth Management Company

Craig Spanier

Investment Representative

Regina

Saskatchewan

Edward Jones

Dan Anders

Estate Planning Specialist

Vancouver

British Columbia

CIBC Wood Gundy Financial Services Inc.

Dan Cassar

Investment and Financial Advisor

Cobourg

Ontario

Marathon Financial Group Inc.

Dane Morrison

 

Toronto

Ontario

BMO Nesbitt Burns

Daniel D. Parsons

Independent Insurance Specialist

Springdale

Newfoundland

ParMc Financial Services Inc.

Daniel E. Hynek

CFP, CLU, CH.F.C., MBA

Oakville

Ontario

Hynek Financial

Daniel J. Sember

Executive Planning Consultant

Vancouver

British Columbia

Signet Financial Group Ltd.

Daniel M. Girard

Mortgage Consultant

Toronto

Ontario

INVIS

Darrel A. Spencer

Estate and Financial Planning

Fredericton

New Brunswick

York Financial Services Inc.

Darrel K. Sim

Financial Planner

Calgary

Alberta

Berkshire Securities Inc.

Darrell Houghton

CLU, CHFC

New Minas

Nova Scotia

Darrell Houghton Insurance Agency Ltd.

Darren Coleman

PFP, CFP, CIM, FMA, CHFS

Toronto

Ontario

TD Waterhouse Investment Advice

Dave Musgrave

B.A.

Calgary

AB

Renfrew Life Insurance Brokers Inc.

David Alsop

Financial Planner

London

Ontario

Freedom 55 Financial

David Arthurs

Advisor / Partner

Wainwright

Alberta

Gilchrist Agencies Ltd / Manulife Securities International Ltd.

David Ireland

B.P.A.

Stittsville

Ontario

Bradley's Insurance Ltd.

David S Lewis

CFP, RFP, CLU

Peterborough

Ontario

Assante Financial Management Ltd.

David W. Hood

CIM, FCSI

Kitchener

Ontario

Berkshire Securities Inc./ Berkshire Insurance Services Inc.

David Wiebe

Investment Representative

Brandon

Manitoba

Edward Jones

Dennis A. Babcock

Senior Investment Advisor

Etobicoke

Ontario

BMO Nesbitt Burns

Dennis Yanke

President

Kitchener

Ontario

Yanke /GMS Insurance Agency

Derek D. MacIsaac

Mortgage Consultant

Eastern Passage

Nova Scotia

INVIS

Di Kennedy

Certified Financial Planner

Burnaby

Britsh Columbia

W.H. Stuart Mutuals Ltd.

Don Fredenburg

P. Eng, MBA

Orangeville

Ontario

Assante Capital Management Ltd.*

Don Kelly

Financial Advisor

Collingwood

Ontario

WDR Financial Inc.

Don R. Barnard

FSA

Tillsonburg

Ontario

London Life

Donald C. Rea

 

Listowel

Ontario

Rea Capital

Donald G. Park

CD, MBA, CFP

Calgary

Alberta

Cartier Partners Financial Services, a Dundee Wealth Management Company

Donald Morrison

 

Toronto

Ontario

Creative Planning Financial Group

Douglas Allan

Portfolio Manager - Branch Manager

Red Deer

Alberta

Raymond James Ltd.

Douglas L. Amond

Financial Services Broker

Powassan

Ontario

Doug Amond Financial Services

Douglas Lamb

Financial Planner & Investment Manager

Toronto

Ontario

Spera Financial Inc.

Douglas Phimister

CFP

Barrie

Ontario

RBC Investments

Drew MacDonald

Advisor

Brighton

Ontario

Clarica/MacDonald Insurance & Financial Services

Ed Bodnarchuk

Tax / Estate Planning Advisor

Winnipeg

Manitoba

Ten Star Financial

Edward Hemphill

Financial Planner

Ottawa

Ontario

ScotiaMcLeod

Floyd A. Black

Chief Trading Officer

Edmonton

Alberta

TEN STAR Financial Services

Frank Weiler

Investment Advisor

Toronto

Ontario

RBC Dominion Securities

Frederic Dayan

Senior Investment Advisor

Montréal

Quebec

Dundee Securities Corp.

Gary A. Ramey

Vice President

Dartmouth

Nova Scotia

Ramey Investments Incorporated

Gary Clark CLU, TEP

Estate & Business Succession Analyst

Edmonton

Alberta

Clark Insurance Consultants

Gary Dick

Insurance and Estate Planning

Chatham

Ontario

Gary Dick Insurance

Gary Mandel

Insurance and Estate Planning

Toronto

Ontario

Independent Financial Concepts Group Ltd.

Gary Poth

Investment Representative

Saskatoon

Saskatchewan

Edward Jones

Gary Stuart Joseph

Certified Specialist in family Law

Toronto

Ontario

MacDonald & Partners

Gaston G. Gaudreau

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

George Tsvetanov

Investment Advisor

Newmarket

Ontario

RBC Dominion Securities Inc.

Gillian Johnston

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.

Gord Angevine

President

Priddis

Alberta

Angevine Insurance Consulting Inc.

Greg J. Monaghan

CFP

Calgary

Alberta

Monaghan Financial Group Inc.

Greg MacPherson

BBA, CFP, FMA

Woodstock

New Brunswick

Berkshire Insurance Services Inc.

Greg Pixner

Financial Security Advisor and Group Benefits Consultant

Kitchener

Ontario

Risk Management Strategies Group

Guy Riches

EPC

Toronto

Ontario

Manulife Financial

Heather Ferber

CFP, FMA, FCSI

Cambridge

Ontario

Assante

Heather Johns

Financial Advisor

Bancroft

Ontario

Assante Financial Management Ltd.

Hyland Fraser

RHU, EPC

Antigonish

Nova Scotia

Hyland Fraser Financial Services

Ian Leith

 

Mississauga

Ontario

BMO Nesbitt Burns

Irene Eddy

Insurance Advisor

St. John’s

Newfoundland

RBC Insurance

Jacqueline Figas

Insurance Broker

Mississauga

Ontario

Figas & Associates Individual and Group Benefits Planning

Jane E. Tremblay

BA, CFP, FLMI, TEP, FDS

Orillia

Ontario

Assante Financial Management Ltd.

Jatinder Sodhi

Financial Advisor

Brampton

Ontario

Edward Jones

Jay Cox

Investment Advisor

Owen Sound

Ontario

RBC Dominion Securities Inc

Jeffrey A. Cronk

Investment Advisor

Saint John

New Brunswick

CIBC Wood Gundy

Jeffrey Cait

MBA, CLU, CHFC, CFP

Toronto

Ontario

Creative Planning Financial Group

Jeffrey E. Petrie

Investment Executive

London

Ontario

ScotiaMcLeod

Jerry Luschinski

Financial Advisor

Lethbridge

Alberta

Assante Capital Management Ltd.

Jim Shannon

CFP

Winnipeg

Manitoba

J. Shannon Financial Planning

Joanna McMaster Leith

Vice-President

Oakville

Ontario

BMO Nesbitt Burns

Joanne Dereta

MBA, CFP, RFP

Toronto

Ontario

Assante Capital Management Ltd.

John Barrett

Financial Planner

Milton

Ontario

Prosperity One (Community Banking and Financial Services)

John Knowles

 

Waterloo

Ontario

Berkshire Insurance/Investment Group

John Peluso

Independent Life and Health Insurance Brokers

Victoria

British Columbia

John Peluso Insurance and Financial Services

Jordan M. Atin

Specialist in Estates and Trust Law

Toronto

Ontario

Hull & Hull

Joseph A. Azavedo

Financial Security Advisor

Markham

Ontario

London Life - Freedom 55 Financial

Joyce Owen

Certified Financial Planner, Financial Divorce Specialist

Ottawa

Ontario

Brophy Financial Planning & Insurance Agency Ltd.

Kathy Davis

Mortgage Agent

Bon Accord

Alberta

INVIS

Keith MacDonald

EPC

Calgary

Alberta

 

Ken Dong

Senior Investment Advisor

Vancouver

British Columbia

BMO Nesbitt Burns

Ken Wheelans

Investment Representative

Yarmouth

Nova Scotia

Edward Jones Investments

Kenneth R. Greig

Branch Manager

Lindsay

Ontario

Ten Star Financial Services

Kevin Hegedus, CFP

Director of the Private Client Group

Saskatoon

Saskatchewan

Dundee Securities Corporation

Larry Berdugo

Financial Planner

Toronto

Ontario

Independent Financial Concepts

Leo M. Lee

Mortgage Consultant

Victoria

BC

INVIS

Leonard D. Davis

CGA, CFP, CLU, CH.F.C

Rothesay

New Brunswick

The Davis and Lee Financial Planning Centre

Leonard Tam

CGA

Toronto

Ontario

Leonard Tam CGA

Lon Harnish

CFP, CIM, FCSI, B.Comm

Oshawa

Ontario

CIBC Wood Gundy

Lynda Forbes

Financial Advisor

Kitchener

Ontario

Clarica

Lynn Lewis

CIMA, CMA, PFP

Mississauga

Ontario

ScotiaMcLeod

Malcom Kano

 

Lethbridge

Alberta

Berkshire Insurance/Investment Group

Mark Brandsma

BBA, CFP

Langley

British Columbia

Money Concepts

Mark Schneider

CFP, CLU, CHFC, CFSB

Kamloops

British Columbia

Schneider Insurance Agent

Mark Stewart

 

North Bay

Ontario

Freedon 55 Financial

Mark Tetrault

BBA, PFP

St-Laurent

Quebec

Assante Capital Management LTD

Mark Williams

Investment Advisor

Ingersoll

Ontario

BMO Nesbitt Burns

Marlies Hendricks

CGA & CPA

Toronto

Ontario

Hendricks & Associates, CGAs

Matthew Bell

Financial Advisor

Brampton

Ontario

Investment Planning Counsel of Canada

Maxwell A. Paddock

Insurance & Financial Advisor

Bay Roberts

Newfoundland

Paddock & Associates Ltd.

Michael Deboski

B. Comm., CFP, CLU, Ch FC

Sherwood Park

Alberta

Deboski & Company

Michael Edwards / Robert Dean

CA, CFP

Halifax

Nova Scotia

Edwards Dean & Company Inc.

Michael H. Gilchrist

Wealth and Estate Planner

Calgary

Alberta

Zielsdorf Financial Group Ltd.

Michael Moreau, CFP, RFP

Registered Financial Planner

Ottawa

Ontario

 

Michele C. Mannerow

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

Monte Smith

Life Insurance Broker

Simcoe

Ontario

Monte Smith and Associates

Murray Fitzpatrick

Investment Advisor

Ottawa

Ontario

BMO Nesbitt Burns

Nancy Ackert

Life Insurance & Financial Advisor

Lucknow

Ontario

Berkshire Insurance Services Inc., Berkshire Investment Group Inc.

Nancy Leek

CFP

Kitchener

Ontario

Berkshire Securities Inc./ Berkshire Insurance Services Inc.

Nicholas Sider

Accountant

Toronto

Ontario

Certified General Accountant

Oleg Shiller

Mortgage Specialist

Toronto

Ontario

Invis Financial Group

Pamela Johnston

CIM, FCSI

Toronto

Ontario

Raymond James Ltd.

Pat Hayes

CFP, CLU, CH.F.C

Guelph

Ontario

Pat Hayes Financial Services

Paul Fincham

 

Aurora

Ontario

Executive Planning International Life Insurance

Paul Sabat

Financial Security Advisor

Toronto

Ontario

Freedom 55 Financial

Peter Batson

District Manager

Toronto

Ontario

CST Consultants Inc., distributor of the Canadian Scholarship Trust Plan

Phil Edney

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.

Radek Chrabalowski

B. Comm (Hon.), FCSI

Mississauga

Ontario

BMO Nesbitt Burns

Ralph H. Green

Tax Advisor

Saint John

New Brunswick

Ralph H. Green & Associates

Ray Kotchie

Financial Security Advisor

Scarborough

Ontario

Freedom 55 Financial

Renaldo Saikali

PFP, B Comm. (Finance)

Kanata

Ontario

ScotiaMcLeod Inc.

Richard Dickinson

Investment Advisor

Edmonton

Alberta

Raymond James

Richard S. Chaffe

Vice-President, Investment Advisor

Toronto

Ontario

Research Capital

Richard Segal

Financial Planner

Toronto

Ontario

Baywood Financial

Richard Sornberger

 

Brockville

Ontario

McCooeye, Sornberger and Paul Financial Services

Rick Goldring

CFP, CLU, CH.F.C., RFP

Burlington

Ontario

Assante Financial Management Ltd

Robert Beiles

PFP

Toronto

Ontario

RBC Investments

Robert C. Robbins

Financial Advisor

Peterborough

Ontario

Assante Financial Management & Assante Estate and Insurance Services Ltd.

Robert Craig

Investment Advisor

Winnipeg

Manitoba

Berkshire Insurance/Investment Group

Robert Franklin

CLU, CFP

Toronto

Ontario

Creative Planning Financial Group

Robert J. Higgerty

BA (Econ), CFP

Ottawa

Ontario

Berkshire Securities Inc.

Robert Petrie

Insurance Advisor

Ottawa

Ontario

Smith Petrie Carr & Scott Insurance Brokers Ltd.

Robin Cornish

Investment Advisor

Scarborough

Ontario

BMO Nesbitt Burns

Roland J. Seguin

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

Ronald Greeley

Financial Planner

Montreal

Quebec

Ten Star Financial & Executive Financial Services

Ronald P. Beer

Investment Advisor, Portfolio Manager

St. John's

Newfoundland and Labrador

RBC Dominion Securities

Ronald Sparkes

 

St John's

Newfoundland

Sparkes Financial Services

Rose E. Archer

B. Sc., CFP, CAFP

Oakville

Ontario

CIBC Wood Gundy

Roy Anderson

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

Scott Grady

Mortgage Consultant

Summerside

PEI

EzeeMortgage.com - Invis Inc.

Sean Farrell

Financial Planner

Vancouver

British Columbia

Freedom 55 Financial

Sham Maraj

Investment Executive

Toronto

Ontario

ScotiaMcLeod

Stanley J. Gill

Vice-President

Montreal

Quebec

CIBC Wood Gundy

Stephen E. A. Bentley

Financial Advisor

Kitchener

Ontario

Clarica

Stephen Whipp

CFP

Victoria

British Columbia

Berkshire Investment Group Inc.

Steve Lockner

Investment Executive

Kitchener

Ontario

ScotiaMcLeod

Terry Johnston, CFP

Certified Financial Planner

Barrie

Ontario

J.C. Mitchell Insurance Group / Tenstar Financial Inc.

Tesia Brooks-Turczak

CGA

Winnipeg

Manitoba

Equinox Financial Group

Thomas A. Rogers, CIM, FCSI, CFP

Residential Investment Advisor

Toronto

Ontario

Beacon Securities Limited

Tim Arnaud

Investment Advisor

Kingston

Ontario

RBC Dominion Securities

Tim Eastwood

Investment Advisor

Guelph

Ontario

BMO Nesbitt Burns

Tina Tehranchian

Financial Advisor

Richmond Hill

Ontario

Assante Capital Management Ltd.*

Todd Campbell

Financial Planner

Meaford

Ontario

RBA Financial Group

Tom Dusmet

B.Sc. (Hons), CFP

Mississauga

Ontario

BMO Nesbitt Burns

Tom Golany

EPC

Calgary

Alberta

JBC Risk Management

Tom Lamont

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.

Vladimir Latinovic

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

Whitman Tucker

 

Ottawa

Ontario

BMO Nesbitt Burns

William McBride

Branch Manager

Stratford

Ontario

IPC Investment Corp.

Wynn Sweatman

President

Winnipeg

Manitoba

Sweatman Insurance & Retirement Services