Members: Alphabetical

Click on a letter below to view a list of members whose last name begins with the selected option.



  •  
    Matthew Albiani
    Financial & Insurance Advisor — The Haunn Group
    email: malbiani@haunn.ca

  •  
    Ms. Dixie Allen, PFP
    Vice President & Sr. Financial Advisor — Assante Capital Management Ltd.
    email: dixie.allen@assante.com

  • Bryan G Allendorf
    Mr. Bryan G Allendorf, CA, CBV, CFP, TEP, CFE, MBA
    Canadian Tax Specialist — MNP LLP
    email: bryan.allendorf@mnp.ca

  •  
    Tammy Anklewicz
    email: tanklewicz@foglers.com

  •  
    Malcolm S. Archibald
    NA
    email: malcolmarchibald@yahoo.ca

  •  
    Jordan Atin
    Hull and Hull LLP
    email: jatin@hullandhull.com

  •  
    Sylvia Azoulay
    United Financial Corporation
    email: sazoulay@unitedfinancial.ca

  •  
    Irene Bailey, B.Ed, CLU, Ch.F.C., CFP
    INsurance Agent, Financial Planner — Performance Index Inc.
    email: general@iperform.on.ca

  •  
    Laura Barclay, CA CFA
    Portfolio Manager — TD Waterhouse Private Investment Counsel
    email: laura.barclay@td.com

  •  
    Kathryn Bennett, LL.B., TEP
    email: kbennettllb@gmail.com

  •  
    Mr Peter Bennett, CFP, CLU, CH.F.C.
    Wealth Coach — Blueprint Wealth & Estate Planning Inc.
    email: pbennett@blueprintwealth.ca

  •  
    Linda J. Betts
    The Heritage Wealth Strategy Group
    email: lbetts@hwsg.ca

  •  
    Elaine Blades
    The Bank of Nova Scotia Trust Company
    email: elaine.blades@scotiaprivateclient.com

  •  
    Mark Blumberg
    Blumbel Segal LLP
    email: mark@blumbergs.ca

  •  
    Rachel L. Blumenfeld
    MillerThomson LLP
    email: rblumenfeld@millerthomson.com

  •  
    Paul Bourbonniere, CFP, CLU, CH.F.C.
    Financial Planner — Polson Bourbonniere Financial Planning Group Inc.
    email: paul@pbfinancial.com

  •  
    John A. Bowden
    The Bowden Group
    email: jbowden@bowdengroup.com

  •  
    Cynthia L. Bowden
    Cindy Bowden Insurance & Benefits
    email: cbowden@bellnet.ca

  •  
    Al G. Brown
    Al G. Brown & Associates
    email: algbrown@algbrown.com

  •  
    John S. Budd
    Cumberland Private Wealth Management Inc.
    email: johnb@cpwm.ca

  •  
    Sarah Bull
    KJ Harrison and Partners
    email: sb@kjharrison.com

  •  
    Clare Burns
    Weir Foulds LLP
    email: cburns@weirfoulds.com

  •  
    Malcolm Burrows
    The Bank of Nova Scotia Trust Company
    email: malcolm.burrows@scotiatrust.com

  •  
    Aki Chencinski
    Green Chencinski Starkman Eles LLP
    email: akic@gcse-ca.com

  •  
    Steven R. Cohen
    Steven Cohen Insurance Agency Inc.
    email: steven@stevencohenins.ca

  •  
    Susan Cohen, CA
    CIBC Trust
    email: susan.cohen@cibc.com

  •  
    Brian E Cohen, LLB
    Lawyer — Fraser Milner Casgrain LLP
    email: brian.cohen@fmc-law.com

  •  
    Barry Corbin
    Corbin Estates Law
    email: barry.corbin@corbinestateslaw.com

  •  
    William E. Crawford
    NA
    email: no email1

  •  
    Ms. Elizabeth Creates, B.Comm., B.C.L., LL.B.
    Lawyer — BMO Harris Private Banking
    email: elizabeth.creates@bmo.com

  •  
    Joel T. Cuperfain
    RBC Dominion Securities
    email: joel.cuperfain@rbc.com

  • Veena Daddar
    Veena Daddar, CFP CLU CHFC
    Financial Advisor — Pyramid Wealth Management Inc.
    email: veena.daddar@freedom55financial.com

  •  
    Carol Dalgado
    CIBC Trust
    email: carol.dalgado@cibc.com

  •  
    David W. Davies
    Davies Curran
    email: david@daviescurran.com

  •  
    Glenn M. Davis
    Mercer
    email: insuranceglenn@gmail.com

  • Derek A de Gannes
    Mr Derek A de Gannes, CA
    Chartered Accountant — Cookson Walker LLP
    email: ddegannes@cooksonwalker.on.ca

  •  
    Justin de Vries
    de Vries Litigation LLP
    email: jdevries@devrieslitigation.com

  •  
    Mary L. Dickson
    Dickson Macgregor Appell LLP
    email: dickson@dicksonlawyers.com

  •  
    Bernadette Dietrich
    McCarthy Tetrault LLP
    email: bdietrich@mccarthy.ca

  •  
    Donald R. Drinkwalter
    The Benefits and Planning Consultants Group
    email: dond@bpc.on.ca

  •  
    Ambie Edgar-Chana
    Lawyer — Cassels Brock & Blackwell LLP
    email: aedgar@casselsbrock.com

  •  
    Susan Ellis, CA, TEP
    CA — Manulife Financial
    email: susan_ellis@manulife.com

  •  
    Donald L. Emerson
    Grant Thornton
    email: demerson@grantthornton.ca

  •  
    Ed Esposto
    Blaney McMurtry LLP
    email: eesposto@blaney.com

  • Michael J Fabbri
    Mr. Michael J Fabbri, B.A.
    Sales & Marketing — Legacy Private Trust
    email: mjf@legacyprivatetrust.com

  •  
    Paul Fensom
    email: paul.fensom@scotiaprivateclient.com

  •  
    John D. Fergusson
    NA
    email: jfergusson@sympatico.ca

  •  
    Robert D. Finlayson
    Gowlings Lafleur Henderson LLP
    email: robert.finlayson@gowlings.com

  •  
    Steven C Fortney, PFP, TEP
    Private Trust — TD Waterhouse, Private trust
    email: Steven.Fortney@td.com

  •  
    Robert W. Franklin
    Creative Planning Financial Group
    email: robf@cpfg.com

  •  
    David Fuller
    Fraser Milner Casgrain LLP
    email: david.fuller@fmc-law.com

  •  
    Melvin M. Gilbert
    Creative Planning Financial Group
    email: melg@cpfg.com

  •  
    Mr. Daniel Glazerman
    Evans Investment Counsel
    email: dglazerman@evansinvestmentcounsel.com

  •  
    Gina Goh, CA, TEP
    Chartered Accountant — Gina Goh & Associates
    email: ggoh@goh-ca.com

  •  
    Paul Goldstein
    Paul Goldstein Financial Services
    email: paul@paulgoldstein.com

  •  
    Jamie Golombek
    CIBC Private Wealth Management
    email: Jamie.Golombek@CIBC.ca

  •  
    Robin Goodman
    Manulife Financial, Tax & Estate Planning
    email: robin.goodman@rbc.com

  •  
    Mr Andrew Guilfoyle, CA, CFA
    Insurance Advisor — Guilfoyle Financial
    email: andrew@guilfoylefinancial.com

  •  
    Mark Halpern
    NA
    email: mark@illnessprotection.com

  •  
    Alfred H.L. Harris
    NA
    email: apharris@bell.net

  • Mark Hawman
    Mr. Mark Hawman, LLB, CFA, CFP, CIM
    Portfolio Manager — Macquarie Private Wealth Inc.
    email: mark.hawman@macquarie.com

  • William B. Hinan
    Mr. William B. Hinan, CFP, CLU, CH.F.C.
    Financial Security Advisor — Wealth & Estate Planning Group
    email: bill@billhinan.com

  •  
    Mr. William M. Hodgson, CLU
    Life Underwriter — Focus Insurance Agencies Limited
    email: bill@focusinsurance.com

  •  
    Elena Hoffstein
    Faskens Martineau Dumoulin LLP
    email: ehoffstein@fasken.com

  •  
    Richard Holloway
    NA
    email: r.holloway@sympatico.ca

  • Robert Jackson
    Robert Jackson, CFP, CLU, CH.F.C., RHU
    BF&M Insurance Company
    email: rob.jackson@rogers.com

  •  
    Nancy Jarvis
    email: njarvis@rogers.com

  •  
    Roy G. Jenkins
    NA
    email: audroysdesk@lynchdigital.com

  •  
    Ms. Jandy John, BA, TEP
    Estate and Trust — Scotia Private Client Group
    email: jandy.john@scotiaprivateclient.com

  •  
    Harris Jones
    HJ Financial Consulting
    email: harris.jones@financialjudo.com

  •  
    Ronald S. Joshua
    NA
    email: ronitajoshua@rogers.com

  •  
    Joan Jung
    Lawyer — Minden Gross LLP
    email: jjung@mindengross.com

  •  
    Leanne Kaufman
    Royal Trust Corporation of Canada
    email: leanne.kaufman@rbc.com

  •  
    Robert Kepes
    Lawyer — Morris Kepes Winters LLP
    email: rkepes@mkwtaxlaw.com

  •  
    Irina Koropenko
    email: irina.koropenko@sunlife.com

  • Jason Kwiatkowski
    Jason Kwiatkowski, CA, CBV, ASA, CEPA
    Business Valuator — Valuation Support Partners Ltd.
    email: Jason@VSPLtd.ca

  •  
    Ms. Hilary E Laidlaw
    Lawyer — McCarthy Tetrault LLP
    email: hlaidlaw@mccarthy.ca

  •  
    M. Anthony Lalonde, B.Arts Sc., LL.B., TEP
    Lawyer / Trust Professional — The Bank of Nova Scotia Trust Company
    email: tony.lalonde@scotiaprivateclient.com

  •  
    J. Alex Langford
    NA
    email: jalexl@sympatico.ca

  •  
    Teresa F. Lee, LL.B; MTI; TEP
    CIBC
    email: teresa.lee@cibc.com

  •  
    Ms Manuela R Leite
    Estate & Trust — Royal Trust Corporation
    email: manuela.leite@rbc.com

  •  
    Leon Lewis
    NA
    email: lplewis@cpol.com

  •  
    Jules L. Lewy
    Fraser, Milner, Casgrain LLP
    email: jules.lewy@fmc-law.com

  •  
    Barrett Lyons, CA
    Northwood Family Office LP
    email: blyons@northwoodfamilyoffice.com

  •  
    Hugh MacDonald
    Manulife, Life Insurance & Wealth Management
    email: hugh@hughmacdonald.ca

  •  
    Marion MacDonald
    Hilborn Ellis Grant LLP
    email: mmacdonald@heg.on.ca

  •  
    Mary L. MacGregor
    Dickson, MacGregor, Appell LLP
    email: macgregor@dicksonlawyers.com

  •  
    Tom McCauley
    email: tcmccauley@on.aibn.com

  •  
    Dianne L McMullen, FCA
    Accountant — BDO Canada LLP
    email: dmcmullen@bdo.ca

  • Barry S McNicol
    Barry S McNicol, CIMA®, AIF®
    Investment Advisor — Macquarie Private Wealth
    email: barry.mcnicol@macquarie.com

  •  
    Mr. Thomas P McQuillan, BA, CLU, CFP, TEP
    The McQuillan Group Inc.
    email: contact@mcquillangroup.com

  •  
    Timothy C. Mitchell
    Mitchell Financial
    email: tim@mitchellfinancial.ca

  •  
    Chris Murphy, CFA
    Investment Counsellor — Thornmark Asset Management Inc.
    email: cmurphy@thornmark.com

  •  
    Larry C Murray, FCA
    Tax consultant — Laurence C Murray
    email: lcmmurray@gmail.com

  •  
    Gillian M. Musk, MTI, TEP
    BMO Trust Company
    email: Gillian.musk@bmo.com

  •  
    Lionel W. Newton
    Newton Israelstam LLP
    email: lwn@catoronto.com

  •  
    Edward C. Northwood
    The Ruchelman Law Firm
    email: ed@ednorthwood.com

  •  
    William J. Otton, Chartered Accountant
    Chartered Accountant — BDO Dunwoody LLP
    email: botton@bdo.ca

  •  
    Mr. Gerald W Owen, TEP, LLB, MTI
    Trust Company Executive — Scotiatrust
    email: Gerald.owen@scotiaprivateclient.com

  •  
    James M. Parks
    Cassels, Brock & Blackwell LLP
    email: jparks@casselsbrock.com

  •  
    Zareer N. Pavri
    BusinessValuations & Strategy Inc.
    email: zareer.pavri@bvstrategy.com

  •  
    Jonah Pearson, CA
    Akler, Browning, Frimet & Landzberg LLP
    email: jonah.pearson@abfl.ca

  •  
    Bruce Peckover
    Peckover Financial
    email: bruce@peckoverfinancial.com

  • Bernardine A. Perreira
    Bernardine A. Perreira
    Investment Advisor — BMO Nesbitt Burns
    email: bernardine.perreira@nbpcd.com

  • Aron R. Pervin
    Aron R. Pervin, CMC, ICD.D, TEP
    Family Business Advisor — Pervin Family Business Advisors Inc.
    email: apervin@pervinfamilybusiness.com

  •  
    M. Gaylanne Phelan
    lawyer;mediator
    email: phelan@phelan-law.ca

  •  
    Sara Jane Plant
    BMO Trust Company
    email: sara.plant@bmo.com

  •  
    Mr. D. Robert Quinn, CA, CFP, CLU, CH.F.C.
    Financial Planner — BeaconPoint Financial Security Limited
    email: bquinn@beaconpoint.ca

  •  
    Mr Derek E Reckin, CFP EPC
    Financial Advisor — YorkStreet Financial Inc.
    email: derek.reckin@yorkstreetfinancial.ca

  •  
    Donald W. Richardson
    email: no email2

  •  
    Margaret Rintoul
    Blaney McMurtry LLP
    email: mrintoul@blaney.com

  •  
    Patricia Robinson
    Lawyer — Goodmans LLP
    email: probinson@goodmans.ca

  •  
    Martin J. Rochwerg
    Miller Thomson LLP
    email: mrochwerg@millerthomson.com

  •  
    Keith M. Rosen
    Stern Cohen LLP
    email: rosen@sterncohen.com

  •  
    Marc Rotenberg
    Marc Rotenberg Insurance Agency Ltd.
    email: no email3

  •  
    Murray Rumack
    NA
    email: mrumack@ca.ey.com

  •  
    Ms Jo-Anne Ryan
    Philanthropic Advisor — TD Waterhouse
    email: joanne.ryan@td.com

  •  
    Michael Saron
    CIBC Wood Gundy Financial Services Inc.
    email: michael.saron@cibc.ca

  •  
    Adam Scherer
    email: ascherer@soberman.com

  •  
    Janet Sharkey
    Janet Sharkey Insurance
    email: no email6

  •  
    Douglas R. Shrigley
    Shrigley Battrick
    email: doug@drshrigley.com

  •  
    Linda Siddall
    email: linda.siddall@td.com

  •  
    Donald F. Sinclair
    NA
    email: don_sinclair@on.aibn.com

  •  
    Mr James M Skeggs, CA, CFP, TEP
    RBC
    email: mark.skeggs@rbc.com

  •  
    Mrs. Karen A Slezak, BBA CA CFP TEP
    Chartered Accountant — Soberman LLP
    email: kslezak@soberman.com

  •  
    Dean T. Smith
    Cadesky and Associates LLP
    email: dsmith@cadesky.com

  •  
    Jeff Sniderman, MBA CFP TEP EPC CLU CH.F.C.
    Estate Planning Specialist — CIBC Wood Gundy Financial Services Inc.
    email: jeff.sniderman@cibc.ca

  •  
    Solomon Spiro
    NA
    email: solspiro@rogers.com

  •  
    Sondra Stewart, CA, CBV
    Business Valuator — Stewart Business Valuations Inc.
    email: stewart@stewartbvi.ca

  •  
    David Stewart
    email: dstewart@stewartkett.com

  • Daniel F Stronach
    Daniel F Stronach, B.A., CFP, R.F.P.
    Fee-only Financial Planner — Stronach Financial Group Inc.
    email: daniel@stronach-financial.com

  • Clare A. Sullivan
    Ms. Clare A. Sullivan, LLB, STEP
    Lawyer — Aird & Berlis LLP
    email: csullivan@airdberlis.com

  •  
    Barbara A. Suzuki
    Barrister and Solicitor
    email: barbara.suzuki@rogers.com

  • Lawrence J. Swartz
    Mr. Lawrence J. Swartz, JD, CFA, CLU, CFP, CHFC, TEP
    Morneau Shepell
    email: lswartz@morneaushepell.com

  •  
    Stanley Taube
    NA
    email: no email4

  •  
    Mr. David Thompson, CA
    Public Accounting — McCarney Greenwood LLP
    email: dthompson@mgca.com

  •  
    Chad Tranter
    email: chadt@cpfg.com

  •  
    Valerie Tung
    Green Chencinski Starkman Eles LLP
    email: vtung@gcse-ca.com

  •  
    Craig Vander Zee
    email: cvanderzee@torkinmanes.com

  •  
    Derek Wagar
    Fuller Landau LLP
    email: dwagar@fullerlandau.com

  •  
    Alan Wainer
    Soberman LLP
    email: awainer@soberman.com

  •  
    Alan F Walker, TEP
    Director — Ontario Arts Foundation
    email: awalker@arts.on.ca

  •  
    Corina Weigl
    Fasken, Martineau DuMoulin LLP
    email: cweigl@fasken.com

  •  
    Anne Werker
    Smith & Werker
    email: awerker@smithwerker.com

  •  
    Kimberley Whaley
    Whaley Estate Litigation
    email: kim@whaleyestatelitigation.com

  •  
    Michael J. White
    Ricketts, Harris LLP
    email: mjw@rickettsharris.com

  •  
    Gordon Williamson
    Deloitte & Touche LLP
    email: gowilliamson@deloitte.ca

  •  
    George A. Wilson
    Gowlings Lafleur Henderson LLP
    email: george.wilson@gowlings.com

  •  
    Elaine Wilson
    Fiduciary Trust Company of Canada
    email: ewilson@fiduciarytrust.ca

  •  
    Robert L. Wilson, B.A.A., STEP
    email: robert.l.wilson71@gmail.com

  •  
    Greg Woolston
    email: greg.woolston@rbc.com

  •  
    Nathan Wright
    email: nwright@cadesky.com

  •  
    Melanie Yach
    Aird & Berlis LLP
    email: myach@airdberlis.com

  •  
    Anna Yan
    Royal Trust Corporation of Canada
    email: anna.yan@rbc.com

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