Found 15 advisers matching your query...
Adviser | Company | Phone | City | State/Region | Training | |
---|---|---|---|---|---|---|
Active Registered Life Planner® | ||||||
![]() | McKinnon, Rosemarie CFP® ![]() | IG Wealth Management | 519-836-6320 ext 244 | Guelph | Ontario | Active Registered Life Planner® |
O'Brien, Kevin CFP®, CDFA, CIM LV II Life ![]() | Financial Planet | +19056487762 | Ancaster | Ontario | Active Registered Life Planner® | |
Stolarz, Frank CFP® ![]() | The Karma Barn Yoga Studio & Perfect Day Strategies Life Planning | +1 902-430-0186 | Hd of St Margaret's Bay | Nova Scotia | Active Registered Life Planner® | |
Registered Life Planner® | ||||||
Keip, Audrey RLP® CPCA CCS ![]() | Keip Financial | 519-364-7526 | Hanover | Ontario | Registered Life Planner® | |
Penner, Kirk CFP®, RLP® ![]() | IG Wealth Management | 204-489-4640 | Winnipeg | Manitoba | Registered Life Planner® | |
EVOKE® Life Planning Training Graduate | ||||||
Mosdell, Patricia M. Ed., FCSI, CIWM | RBC Dominion Securities, Inc | 416-733-5105 | North York | Ontario | EVOKE® Life Planning Training Graduate | |
The Seven Stages of Money Maturity® Training Graduate | ||||||
Brayman, Shawn | Morningstar | 705-324-8001 | Lindsay | Ontario | The Seven Stages of Money Maturity® Training Graduate | |
Calamo, Enzo | Lugen Family Office and Medici Family Office | 866-605-8885 | Vancouver | British Columbia | The Seven Stages of Money Maturity® Training Graduate | |
Cohoon, Willie CHS | Cohoon Group Financial | (877) 275-0642 | Rothesay | New Brunswick | The Seven Stages of Money Maturity® Training Graduate | |
Kerba, Naguib CFP®®, CEA, FDS, Fellow of FPSC | Bellwether Family Wealth | 416-817-4842 | Mississauga | Ontario | The Seven Stages of Money Maturity® Training Graduate | |
Luke, David CFP®®, CH.F.C., CLU, RFP, CIM® | 360 Private Wealth Management | Manulife Securities Incorporated | (204) 925-5868 | Winnipeg | Manitoba | The Seven Stages of Money Maturity® Training Graduate | |
Neal, Scott CFP®, CGA | The Better Life Co. | 1-877-630-4003 | Oakville | Ontario | The Seven Stages of Money Maturity® Training Graduate | |
Parmar, Gurjit | BC Hydro | Barnaby | British Columbia | The Seven Stages of Money Maturity® Training Graduate | ||
Townsend, Jonathan CPA, CA; CFP® | BDO Canada LLP | 519-432-5534 | London | Ontario | The Seven Stages of Money Maturity® Training Graduate | |
Weaver, Brandt Samuel CFP® | Dorchester | Ontario | The Seven Stages of Money Maturity® Training Graduate |