Find an advisor - Designed Wealth Management

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Designed Wealth Management has advisors across the country ready to help you. Search below for one near you and start designing your future.

Adam Schacter

Conseiller financier et en placement, Planificateur financier certifié

Avesta Wealth

Ottawa, Ontario

Adam Schacter

Financial and Investment Advisor, Certified Financial Planner

Avesta Wealth

Ottawa, Ontario

Adam Rivers

Portefeuille gestionnaire

Rivers Wealth

Étobicoke, Ontario

Adam Rivers

Portfolio Manager

Rivers Wealth

Etobicoke, Ontario

Andrew Gillmore

Conseiller en patrimoine

William Wealth

Londres, Ontario

Andrew Gillmore

Wealth Advisor

William Wealth

London, Ontario

Andrew Blanchard

Eastport Financial

Baie Mahone, Nouvelle-Écosse

Andrew Blanchard

Eastport Financial

Mahone Bay, Nova Scotia

Andrew Parrott

Eastport Financial

Halifax, Nouvelle-Écosse

Andrew Parrott

Eastport Financial

Halifax, Nova Scotia

Andrew Michael

Conseiller en patrimoine privé

Lakeside Private Wealth

Oakville, Ontario

Andrew Michael

Private Wealth Advisor

Lakeside Private Wealth

Oakville, Ontario

Arpad Komjathy

Conseiller en placement

Arpad Komjathy

Investment Advisor

Alfonse Daudet

Conseiller en placement principal

Alfonse Daudet

Senior Investment Advisor

Adam Clay

Gestionnaire de portefeuille / Conseiller en placements

Oakville, Ontario

Adam Clay

Portfolio Manager / Investment Advisor

Oakville, Ontario

Angela Oddo

Planificateur financier certifié

Fiducia Financial Solutions Inc.

Regina, Saskatchewan

Angela Oddo

Certified Financial Planner

Fiducia Financial Solutions Inc.

Regina, Saskatchewan

Arie Maas

Conseiller financier

Garafraxa Est, Ontario

Arie Maas

Financial Advisor

East Garafraxa, Ontario

Amanda Van Soelen

Conseiller financier

LuminWay Financial

Guelph, Ontario

Amanda Van Soelen

Financial Advisor

LuminWay Financial

Guelph, Ontario

Andrew Craig

Directeur général et conseiller en gestion de patrimoine

Londonderry Wealth Management and Family Office

Burlington, Ontario

Andrew Craig

Managing Director and Wealth Advisor

Londonderry Wealth Management and Family Office

Burlington, Ontario

Andy MacDonald

Conseiller

Mississauga, Ontario

Andy MacDonald

Advisor

Mississauga, Ontario

Brian McCrae

Ben Sinclair

Conseiller en placement

Burlington, Ontario

Ben Sinclair

Investment Advisor

Burlington, Ontario

Bradley Missinne

Brandon, Deloraine, Pilot Mound, Wawanesa, Manitoba

Bradley Missinne

Brandon, Deloraine, Pilot Mound, Wawanesa, Manitoba

Brian Suitor

Portefeuille gestionnaire

Brian Suitor

Portfolio Manager

Bobby McBride

Gestionnaire de portefeuille associé

Investing With Bobby

Whitby, Ontario

Bobby McBride

Associate Portfolio Manager

Investing With Bobby

Whitby, Ontario

Colton Dow

Conseiller en patrimoine

Gen Wealth Management

Anmore, Colombie-Britannique

Colton Dow

Wealth Advisor

Gen Wealth Management

Anmore, British Columbia

Carter Kelly

Conseiller financier / Agent hypothécaire de niveau 1

Cornerstone Wealth Planning

Amherstview, Ontario

Carter Kelly

Financial Advisor/ Mortgage Agent Level 1

Cornerstone Wealth Planning

Amherstview, Ontario

Colin Marcus

Conseiller financier

YourLife Financial Wealth Management Inc.

Toronto, Ontario

Colin Marcus

Financial Advisor

YourLife Financial Wealth Management Inc.

Toronto, Ontario

Cory McKinnon

Conseiller en placement

Total Wealth Concepts

Kamloops, Colombie-Britannique

Cory McKinnon

Investment Advisor

Total Wealth Concepts

Kamloops, British Columbia

Chris Kadyk

Conseiller financier

Grand Prairie, Alberta

Chris Kadyk

Financial Advisor

Grand Prairie, Alberta

Chris Worby

Conseiller en patrimoine

Worby Wealth Management

Regina, Saskatchewan

Chris Worby

Wealth Advisor

Worby Wealth Management

Regina, Saskatchewan

Dan McKinnon

Conseiller senior

Total Wealth Concepts

Kamloops, Colombie-Britannique

Dan McKinnon

Senior Advisor

Total Wealth Concepts

Kamloops, British Columbia

Dominic Owusu

Conseiller financier

Woodbridge, Ontario

Dominic Owusu

Financial Advisor

Woodbridge, Ontario

Doug Mutschler

Conseiller en patrimoine professionnel

Wolfond Financial

Regina, Saskatchewan

Doug Mutschler

Professional Wealth Advisor

Wolfond Financial

Regina, Saskatchewan

Denise Edwards

Conseiller en placements - Planificateur financier

APEX Financial Management

Whitby, Ontario

Denise Edwards

Investment Advisor - Financial Planner

APEX Financial Management

Whitby, Ontario

Denise Nanninga

Conseiller en placement

APEX Financial Management

Uxbridge, Ontario

Denise Nanninga

Investment Advisor

APEX Financial Management

Uxbridge, Ontario

Darrell Fenner

Conseiller en fonds communs de placement

Saskatoon, Saskatchewan

Darrell Fenner

Mutual Fund Advisor

Saskatoon, Saskatchewan

Darren Allison

Conseiller en placement

Slater Wealth Management

Sarnia, Ontario

Darren Allison

Investment Advisor

Slater Wealth Management

Sarnia, Ontario

David Kozier

Conseiller en patrimoine

Endurance Wealth Advisors

Penticton, Colombie-Britannique

David Kozier

Wealth Advisor

Endurance Wealth Advisors

Penticton, British Columbia

Derek Penner

Représentant en fonds communs de placement

Saskatoon, Saskatchewan

Derek Penner

Mutual Fund Representative

Saskatoon, Saskatchewan

David Winnell

Portefeuille gestionnaire

Endurance Financial

Oakville, Ontario

David Winnell

Portfolio Manager

Endurance Financial

Oakville, Ontario

Elyse Doxtator

Conseiller financier

Manitoulin Financial

Petit Current, Ontario

Elyse Doxtator

Financial Advisor

Manitoulin Financial

Little Current, Ontario

Eugene Schmidt

Conseiller financier, CFP, CLU, CIM, FCSI

EVS Financial Planning Services

Calgary, Alberta

Eugene Schmidt

Financial Advisor, CFP, CLU, CIM, FCSI

EVS Financial Planning Services

Calgary, Alberta

Farid Shawki

Conseiller financier

North York, Ontario

Farid Shawki

Financial Advisor

North York, Ontario

Fitzallen Sutton

Planificateur financier certifié

The Better Planning Group Inc.

Milton, Ontario

Fitzallen Sutton

Certified Financial Planner

The Better Planning Group Inc.

Milton, Ontario

Fred Dimitriadis

Portefeuille gestionnaire

Fred Dimitriadis Wealth Management

Montréal, Québec

Fred Dimitriadis

Portfolio Manager

Fred Dimitriadis Wealth Management

Montreal, Quebec

Francis Lam

Conseiller en placements et en gestion de patrimoine

Lam Investment Management Inc.

Edmonton, Alberta

Francis Lam

Investment and Wealth Advisor

Lam Investment Management Inc.

Edmonton, Alberta

Frank Cassellis

Planificateur financier et conseiller principal en placement

Toronto, Ontario

Frank Cassellis

Financial Planner & Senior Investment Advisor

Toronto, Ontario

Frederick Lynch

Consultant financier

Edmonton, Alberta

Frederick Lynch

Financial Consultant

Edmonton, Alberta

Gareth Tingling

Portefeuille gestionnaire

Toronto, Ontario

Gareth Tingling

Portfolio Manager

Toronto, Ontario

Garrett Boekestyn

Planificateur financier certifié

Jack Financial Inc.

Garrett Boekestyn

Certified Financial Planner

Jack Financial Inc.

Goran Kostic

Conseiller en placement

Richmond Global Asset Management

Nobleton, Ontario

Goran Kostic

Investment Advisor

Richmond Global Asset Management

Nobleton, Ontario

Haider Rana

Conseiller en patrimoine

Rana Investment Management

Toronto, Ontario

Haider Rana

Wealth Advisor

Rana Investment Management

Toronto, Ontario

Hazel Hanlon

Conseiller en patrimoine

Hanlon Wealth Management

Hamilton, Ontario

Hazel Hanlon

Wealth Advisor

Hanlon Wealth Management

Hamilton, Ontario

Imran Mastan

New Horizons Wealth Advisor

New Horizons Wealth Management

Montreal, Quebec

Jake Hare

Planificateur financier certifié

Cornerstone Wealth Planning

Kingston, Ontario

Jake Hare

Certified Financial Planner

Cornerstone Wealth Planning

Kingston, Ontario

Jonathan Barlage

Représentant de compte

Humboldt, Saskatchewan

Jonathan Barlage

Account Representative

Humboldt, Saskatchewan

Jonathan Dean

Gestionnaire de portefeuille, CFA, CMT, MBA, MS

Fortress Wealth

Halifax, Nouvelle-Écosse

Jonathan Dean

Portfolio Manager, CFA, CMT, MBA, MS

Fortress Wealth

Halifax, Nova Scotia

Jonathan Lewis

Eastport Financial

Halifax, Nouvelle-Écosse

Jonathan Lewis

Eastport Financial

Halifax, Nova Scotia

Jesse Evans

Conseiller

Fortress Financial Group

Saskatoon, Saskatchewan

Jesse Evans

Advisor

Fortress Financial Group

Saskatoon, Saskatchewan

Jonathan Ronkai

Conseiller en placement

Arbutus Wealth

Vancouver, Colombie-Britannique

Jonathan Ronkai

Investment Advisor

Arbutus Wealth

Vancouver, British Columbia

Jason Forrest

Conseiller financier principal

Fortress Financial Group

Saskatoon, Saskatchewan

Jason Forrest

Senior Financial Advisor

Fortress Financial Group

Saskatoon, Saskatchewan

Jeff Mitchell

Conseiller financier

Richmond Hill, Ontario

Jeff Mitchell

Financial Advisor

Richmond Hill, Ontario

Josh MacLean

Conseiller financier, CFP, RIS

MacLean Investment Group Inc.

Londres, Ontario

Josh MacLean

Financial Advisor, CFP, RIS

MacLean Investment Group Inc.

London, Ontario

Jordan Hilderman

Conseiller financier

Paladin Financial Inc.

Calgary, Alberta

Jordan Hilderman

Financial Advisor

Paladin Financial Inc.

Calgary, Alberta

Jason Freund

Conseiller en placement

Chambly, Québec

Jason Freund

Investment Advisor

Chambly, Quebec

Jerry Prucha

Conseiller en placement principal

Toronto, Ontario

Jerry Prucha

Senior Investment Advisor

Toronto, Ontario

Jerry Santucci

Conseiller en placement principal

Burlington, Ontario

Jerry Santucci

Senior Investment Advisor

Burlington, Ontario

Joy O’Donnell

Planificateur financier certifié/Conseiller en placement

Grand Financial Planning Inc.

Brantford, Ontario

Joy O’Donnell

Certified Financial Planner/Investment Advisor

Grand Financial Planning Inc.

Brantford, Ontario

Jeff Letchford

Conseiller en placement

Letchford Advisory

Dundas, Ontario

Jeff Letchford

Investment Advisor

Letchford Advisory

Dundas, Ontario

Jim MacLean

Planificateur financier certifié

MacLean Investment Group Inc.

Londres, Ontario

Jim MacLean

Certified Financial Planner

MacLean Investment Group Inc.

London, Ontario

Jason Jack

Planificateur financier certifié

Jack Financial

Drayton, Ontario

Jason Jack

Certified Financial Planner

Jack Financial

Drayton, Ontario

Jamie Bulnes

Conseiller en placement principal

Toronto, Ontario

Jamie Bulnes

Senior Investment Advisor

Toronto, Ontario

Joshua McArthur

Conseiller en patrimoine

Owen Sound, Ontario

Joshua McArthur

Wealth Advisor

Owen Sound, Ontario

Jaime Gangadin

Conseiller en placement

Pickering, Ontario

Jaime Gangadin

Investment Advisor

Pickering, Ontario

Jason Lalonde

Président, Planificateur financier certifié

Twin Power Financial Inc.

St. Davids, Ontario

Jason Lalonde

President, Certified Financial Planner

Twin Power Financial Inc.

St. Davids, Ontario

John DiNovo

Conseiller en placement

Toronto, Ontario

John DiNovo

Investment Advisor

Toronto, Ontario

Joe Harris

Planificateur financier certifié

Playbook Wealth

Londres, Ontario

Joe Harris

Certified Financial Planner

Playbook Wealth

London, Ontario

Jason Petrick

Gestionnaire de portefeuille principal

WealthVerse

Calgary, Alberta

Jason Petrick

Senior Portfolio Manager

WealthVerse

Calgary, Alberta

Jessica Holvik

Planificateur financier

LuminWay Financial

Guelph, Ontario

Jessica Holvik

Financial Planner

LuminWay Financial

Guelph, Ontario

Jon Alvaran

Planificateur de patrimoine / Conseiller en placement

Fraser and Partners

Winnipeg, Manitoba

Jon Alvaran

Financial Life Planner/Investment Advisor

Fraser and Partners

Winnipeg, Manitoba

Jim Patterson

Conseiller financier

Campbellville, Ontario

Jim Patterson

Financial Advisor

Campbellville, Ontario

Jeff Fitchett

Portefeuille gestionnaire

North Bay, Ontario

Jeff Fitchett

Portfolio Manager

North Bay, Ontario

John Markoff

Conseiller en placement, CFP

APEX Financial Management

Whitby, Ontario

John Markoff

Investment Advisor, CFP

APEX Financial Management

Whitby, Ontario

Jeannot Lamarre

Planificateur financier / Conseiller en placements

APEX Financial Management

Mississauga, Ontario

Jeannot Lamarre

Financial Planner / Investment Advisor

APEX Financial Management

Mississauga, Ontario

John De Goey

Portefeuille gestionnaire

STANDUP Advisors

Toronto, Ontario

John De Goey

Portfolio Manager

STANDUP Advisors

Toronto, Ontario

John Baynham

Planificateur financier et conseiller en placement

Retirement Income Group

Whitby, Ontario

John Baynham

Financial Planner and Investment Advisor

Retirement Income Group

Whitby, Ontario

Jordan Snitzler

Conseiller en patrimoine professionnel

Wolfond Financial

Regina, Saskatchewan

Jordan Snitzler

Professional Wealth Advisor

Wolfond Financial

Regina, Saskatchewan

Jan Fraser

Planificateur senior

Fraser and Partners

Winnipeg, Manitoba

Jan Fraser

Senior Planner

Fraser and Partners

Winnipeg, Manitoba

Kaetyn St.Hilaire

Conseiller financier / Conseiller en placement

Calgary, Alberta

Kaetyn St.Hilaire

Financial Advisor / Investment Advisor

Calgary, Alberta

Karen Shaw

Planificateur financier

Birch Bay Wealth Management

Carnduff, Saskatchewan

Karen Shaw

Financial Planner

Birch Bay Wealth Management

Carnduff, Saskatchewan

Karen Debergh

Planificateur financier

Slater Wealth Management

Wallaceburg, Ontario

Karen Debergh

Financial Planner

Slater Wealth Management

Wallaceburg, Ontario

Kevin Slater

Gestionnaire de portefeuille associé

Slater Wealth Management

La Corogne, Ontario

Kevin Slater

Associate Portfolio Manager

Slater Wealth Management

Corunna, Ontario

Kevin Miller

Conseiller financier

Financial Solutions Squared

Steinbach, Manitoba

Kevin Miller

Financial Advisor

Financial Solutions Squared

Steinbach, Manitoba

Kyle Langager

Planificateur financier certifié

Your Choice Financial

Saskatoon, Saskatchewan

Kyle Langager

Certified Financial Planner

Your Choice Financial

Saskatoon, Saskatchewan

Kaitlyn Doidge

Conseiller en patrimoine professionnel

Wolfond Financial

Calgary, Alberta

Kaitlyn Doidge

Professional Wealth Advisor

Wolfond Financial

Calgary, Alberta

Kevin McKnight

Conseiller en patrimoine professionnel

Wolfond Financial

Regina, Saskatchewan

Kevin McKnight

Professional Wealth Advisor

Wolfond Financial

Regina, Saskatchewan

Kathy Hurst

Financial Planner, Investment Advisor, QAFP, DFSA

North Bay, Ontario

Kathy Hurst

Financial Planner, Investment Advisor, QAFP, DFSA

North Bay, Ontario

Lori Burgess

Eastport Financial

Halifax, Nouvelle-Écosse

Lori Burgess

Eastport Financial

Halifax, Nova Scotia

Louisa Majoros

Conseiller financier

LCM Securities

Whitby, Ontario

Louisa Majoros

Financial Advisor

LCM Securities

Whitby, Ontario

Lynn Dean

Conseiller financier, MBA, CFA

Fortress Financial

Halifax, Nouvelle-Écosse

Lynn Dean

Financial Advisor, MBA, CFA

Fortress Financial

Halifax, Nova Scotia

Maja Bekic

Conseiller en placement

Redline Wealth Management

Hamilton, Ontario

Maja Bekic

Investment Advisor

Redline Wealth Management

Hamilton, Ontario

Marc McIver

Conseiller financier principal

Paladin Financial

Calgary, Alberta

Marc McIver

Senior Financial Advisor

Paladin Financial

Calgary, Alberta

Mark Matsumoto

Conseiller financier

Oshawa, Ontario

Mark Matsumoto

Financial Advisor

Oshawa, Ontario

Matt Baxter

Conseiller financier

Harbr Financial Group

Peterborough, Ontario

Matt Baxter

Financial Advisor

Harbr Financial Group

Peterborough, Ontario

Matt Clement

Conseiller financier

Smart Chase

Toronto, Ontario

Matt Clement

Financial Advisor

Smart Chase

Toronto, Ontario

Matthew Jenkinson

Eastport Financial

Halifax, Nouvelle-Écosse

Matthew Jenkinson

Eastport Financial

Halifax, Nova Scotia

Melanie Mcwhirter

Négociant de fonds communs de placement

LuminWay Financial

Fergus, Ontario

Melanie Mcwhirter

Mutual Fund Dealer

LuminWay Financial

Fergus, Ontario

Michael Barlage

Account Representative

Humboldt, Saskatchewan

Michael Barlage

Représentant de compte

Humboldt, Saskatchewan

Michael Begg

Portfolio Manager / Certified Financial Planner

APEX Financial Management

Uxbridge, Ontario

Michael Begg

Portfolio Manager / Certified Financial Planner

APEX Financial Management

Uxbridge, Ontario

Michael Mutschler

Conseiller en patrimoine professionnel

Wolfond Financial

Regina, Saskatchewan

Michael Mutschler

Professional Wealth Advisor

Wolfond Financial

Regina, Saskatchewan

Michael Wolfond

Certified Financial Planner

Wolfond Financial

Regina, Saskatchewan

Michael Wolfond

Planificateur financier certifié

Wolfond Financial

Regina, Saskatchewan

Michael Korkus

Investment Advisor / Financial Planner

Korkus Wealth Management

Douro-Dummer, Ontario

Michael Korkus

Conseiller en placements / Planificateur financier

Korkus Wealth Management

Douro-Dummer, Ontario

Miguel Lopes

Gestionnaire de portefeuille associé

MLW Private Wealth

Ancaster, Ontario

Miguel Lopes

Associate Portfolio Manager

MLW Private Wealth

Ancaster, Ontario

Mike Rodrigues

Conseiller financier

Thorold, Ontario

Mike Rodrigues

Financial Advisor

Thorold, Ontario

Moize Goulamhoussen

Gestionnaire de portefeuille principal & Conseiller en patrimoine principal

Designed Securities

Toronto, Ontario

Moize Goulamhoussen

Senior Portfolio Manager & Wealth Advisor

Designed Securities

Toronto, Ontario

MJ (Moufid) Jarjour

Gestionnaire de portefeuille et conseiller en patrimoine

Activate Wealth

Calgary, Alberta

MJ (Moufid) Jarjour

Portfolio Manager and Wealth Advisor

Activate Wealth

Calgary, Alberta

Nicholas Down

Eastport Financial

Halifax, Nouvelle-Écosse

Nicholas Down

Eastport Financial

Halifax, Nova Scotia

Patrick Carricato

Conseiller en fonds communs de placement

Sault Sainte Marie, Ontario

Patrick Carricato

Mutual Funds Advisor

Sault Ste Marie, Ontario

Po Leung

Conseiller en placement

Designed Securities

Toronto, Ontario

Po Leung

Investment Advisor

Designed Securities

Toronto, Ontario

Patrick Chan

Conseiller en placement

Toronto, Ontario

Patrick Chan

Investment Advisor

Toronto, Ontario

Peter Goertz

Conseiller financier

Goertz Wealth Management

Saskatoon, Saskatchewan

Peter Goertz

Financial Advisor

Goertz Wealth Management

Saskatoon, Saskatchewan

Paul Rogers

Conseiller en placement

Harbr Financial Group

Peterborough, Ontario

Paul Rogers

Investment Advisor

Harbr Financial Group

Peterborough, Ontario

Phil Metrailler

Conseiller en placement principal/Gestionnaire de portefeuille

MLW Private Wealth

Ancaster, Ontario

Phil Metrailler

Senior Investment Advisor/Portfolio Manager

MLW Private Wealth

Ancaster, Ontario

Paul Lalonde

Gestionnaire de patrimoine

Twin Power Financial Inc.

St. Davids, Ontario

Paul Lalonde

Wealth Manager

Twin Power Financial Inc.

St. Davids, Ontario

Philippe D’Astous

Gestionnaire de portefeuille / Planificateur financier

D'Astous Private Wealth

Moncton, Nouveau-Brunswick

Philippe D’Astous

Portfolio Manager/Financial Planner

D'Astous Private Wealth

Moncton, New Brunswick

Payton Friesen

Conseiller en patrimoine professionnel

Payton Friesen

Professional Wealth Advisor

Raj Arora

Portefeuille gestionnaire

Toronto, Ontario

Raj Arora

Portfolio Manager

Toronto, Ontario

Rob Anderson

Conseiller en placement principal

Heritage Group

Ancaster, Ontario

Rob Anderson

Senior Investment Advisor

Heritage Group

Ancaster, Ontario

Ryan Ashley

Planificateur financier

Ryan Ashley

Financial Planner

Ross Sikora

Gestionnaire de portefeuille associé

Sikora Capital

Surrey, Colombie-Britannique

Ross Sikora

Associate Portfolio Manager

Sikora Capital

Surrey, British Columbia

Ray Dragunas

Gestionnaire de portefeuille principal

PensionizeMe Wealth Strategies

Toronto, Ontario

Ray Dragunas

Senior Portfolio Manager

PensionizeMe Wealth Strategies

Toronto, Ontario

Richard Selvaggi

Conseiller en placement

Maple, Ontario

Richard Selvaggi

Investment Advisor

Maple, Ontario

Roland Roufael

Conseiller en patrimoine principal

Ottawa, Ontario

Roland Roufael

Senior Wealth Advisor

Ottawa, Ontario

Robin Jamieson

Conseiller financier

Your Choice Financial

Maidstone, Saskatchewan

Robin Jamieson

Financial Advisor

Your Choice Financial

Maidstone, Saskatchewan

Sabrina DiFederico

Conseiller financier

Sabrina DiFederico

Financial Advisor

Sandra Day

Conseiller en patrimoine

Victory, Colombie-Britannique

Sandra Day

Wealth Advisor

Victoria, British Columbia

Sajjad Hussain

Gestionnaire de portefeuille principal - Conseiller en patrimoine principal

Allen Private Wealth Group

North York, Ontario

Sajjad Hussain

Senior Portfolio Manager - Senior Wealth Advisor

Allen Private Wealth Group

North York, Ontario

Sean Moir

Portefeuille gestionnaire

Team Moir

Sean Moir

Portfolio Manager

Team Moir

Seema Ranger

Planificateur de patrimoine senior

Nobleton, Ontario

Seema Ranger

Senior Wealth Planner

Nobleton, Ontario

Sharon Wigle

Conseiller en placement, CFA

Trinity Holistic Wealth

Kitchener, Ontario

Sharon Wigle

Investment Advisor, CFA

Trinity Holistic Wealth

Kitchener, Ontario

Shamez Kassam

Portefeuille gestionnaire

Mount Columbia Private Wealth

Calgary, Alberta

Shamez Kassam

Portfolio Manager

Mount Columbia Private Wealth

Calgary, Alberta

Shawn Malcolm

Portefeuille gestionnaire

APEX Financial Management

Uxbridge, Ontario

Shawn Malcolm

Portfolio Manager

APEX Financial Management

Uxbridge, Ontario

Stanley Chan

Investment Advisor, Insurance: Financial Security Advisor

Brossard, Québec

Stanley Chan

Investment Advisor, Insurance: Financial Security Advisor

Brossard, Quebec

Stefan Antonakos

Conseiller en placement

Hearthside Wealth Management

Toronto, Ontario

Stefan Antonakos

Investment Advisor

Hearthside Wealth Management

Toronto, Ontario

Stephanie Stewart

Gestionnaire de portefeuille associé

Affluence Partners Wealth

Calgary, Alberta

Stephanie Stewart

Associate Portfolio Manager

Affluence Partners Wealth

Calgary, Alberta

Stephen Duquette

Portefeuille gestionnaire

Midland, Ontario

Stephen Duquette

Portfolio Manager

Midland, Ontario

Tanya McPeek

Conseiller en patrimoine professionnel

Wolfond Financial

Regina, Saskatchewan

Tanya McPeek

Professional Wealth Advisor

Wolfond Financial

Regina, Saskatchewan

Thomas Dunbar

Conseiller en placement

Thomas Dunbar

Investment Advisor

Tim Coles

Conseiller financier

Saskatoon, Saskatchewan

Tim Coles

Financial Advisor

Saskatoon, Saskatchewan

Tim Knight

Portefeuille gestionnaire

Toronto, Ontario

Tim Knight

Portfolio Manager

Toronto, Ontario

Tim Landeryou

Planificateur financier

Landeryou Financial

Saskatoon, Saskatchewan

Tim Landeryou

Financial Planner

Landeryou Financial

Saskatoon, Saskatchewan

Timothy Driedger

Planificateur financier certifié

Jack Financial

Drayton, Ontario

Timothy Driedger

Certified Financial Planner

Jack Financial

Drayton, Ontario

Todd Doepker

Conseiller en patrimoine professionnel

Wolfond Financial

Regina, Saskatchewan

Todd Doepker

Professional Wealth Advisor

Wolfond Financial

Regina, Saskatchewan

Tony Lipiec

Conseiller en placement

Queen's Bridge Wealth

St. Catherines, Ontario

Tony Lipiec

Investment Advisor

Queen's Bridge Wealth

St. Catherines, Ontario

Trevor Lawrence

Conseiller en placements - Planificateur financier certifié

Maple Groove Wealth Planners

Calgary, Alberta

Trevor Lawrence

Investment Advisor - Certified Financial Planner

Maple Groove Wealth Planners

Calgary, Alberta

Val Herner

Conseiller financier principal

Val Herner

Senior Financial Advisor

Victor Godinho

Conseillers financiers (gestion de patrimoine)

Kismet Insurance Corp.

Étobicoke, Ontario

Victor Godinho

Financial Advisors (wealth)

Kismet Insurance Corp.

Etobicoke, Ontario

Victor Herner

Conseillers financiers (gestion de patrimoine)

Victor Herner

Financial Advisors (wealth)

Will Van Den Oetelaar

Conseiller en placement, Planificateur financier certifié

APEX Financial Management

Whitby, Ontario

Will Van Den Oetelaar

Investment Advisor, Certified Financial Planner

APEX Financial Management

Whitby, Ontario

Yaron Orgil

Conseiller en patrimoine principal, Gestionnaire de portefeuille

Orgil Wealth Group

Toronto, Ontario

Yaron Orgil

Senior Wealth Advisor, Portfolio Manager

Orgil Wealth Group

Toronto, Ontario

Zainab Williams

Planificateur financier certifié

Elleverity Wealth Management

Caledon, Ontario

Zainab Williams

Certified Financial Planner

Elleverity Wealth Management

Caledon, Ontario