Members: Alphabetical

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



  •  
    Marina Agzarian, J.D.
    Keyser Mason Ball, LLP.
    email: magzarian@kmblaw.com

  •  
    Mr. Casey G Brandreth, CFP, CLU, CH.F.C.
    VP, Business Development — Hub Financial
    email: casey.brandreth@hubfinancial.com

  • Chuck Caruana
    Chuck Caruana, CLU, CFP, CH.F.C., CHS, RRC.
    Finanacial Consultant — WSC Insurance Group
    email: chuck.caruana@sunlife.com

  •  
    Mr. Nandakumar A Chari, BSc, MBA, CGA, RFP, CFP
    Business and Estate Planning Consultant — Sun Life
    email: kam.chari@sunlife.com

  • Darren Coleman
    Mr. Darren Coleman, PFP, CFP, CIM, FMA, FCSI
    Senior Vice President — Raymond James
    email: darren.coleman@raymondjames.ca

  •  
    Mr. Robert Conboy, PFP, IFIC, TO
    Trust Officer — Canada Trust
    email: robert.conboy@td.com

  • Tom P. Cooney
    Mr. Tom P. Cooney, CFP, CLU, CPCA, R.F.P.
    Senior Wealth Advisor — Assante Capital Management Ltd.
    email: tcooney@assante.com

  •  
    Mr. Franklin Danesh, TEP, FCSI, PFP, MTI.
    Director — BMO Trust Company
    email: fdanesh68@gmail.com

  •  
    Ms. Marianne Dunlop, T.E.P.
    Estate & Trust Advisor — MD Private Trust Company
    email: marianne.dunlop@cma.ca

  •  
    Douglas Flood, LLB
    Barrister and Solicitor
    email: dgf@floodlawfirm.com

  •  
    Michele Follows, CPA, CA, CEA.
    President
    email: Mfollows@trusteesondemand.com

  •  
    Michael J Fremes, CA, TEP
    Vottero Fremes McGrath Yee
    email: mjfremes@vfmy.com

  •  
    Hans Friedrich, B. Econ. CSC,CPH,LLQP, WME, CFP
    email: hans.friedrich@sunlife.com

  • Rim Grewal
    Mr. Rim Grewal, CPA, CA, CBV
    Business Valuator & Forensic Accountant — Pinnacle Valuation Group
    email: info@pinnaclevaluationgroup.com

  •  
    Sandy Hale-Malhinha, CPA
    Chartered Accountant — BDO
    email: shale@bdo.ca

  •  
    Elena D. Hufton, CPA, CA
    Hufton Valvano Grover Philipp LLP
    email: ehufton@hvgp.ca

  •  
    Mr. W. James Kennedy, CLU, CFP, CH.F.C., EPC
    Account Executive — Empire Life
    email: jim.Kennedy@empire.ca

  •  
    Cecile Ko
    email: cko@pallettvalo.com

  • Mark Landers
    Mark Landers, CFP, CHS.
    Managing Partner — The Northridge Financial Group Ltd.
    email: mark@nrfg.ca

  • Abhishek Mathews
    Abhishek Mathews, CFA, CBV
    Business Valuator, Business Advisor — Minerva Valuation Advisors
    email: sales@minervavaluations.com

  •  
    Mr Dhiren Mehta, CLU, CHS
    Life Insurance Advisor
    email: d62mehta@hotmail.com

  • Armando Minicucci
    Armando Minicucci, CGA
    Principal, Tax Services — Grant Thornton LLP
    email: armando.minicucci@ca.gt.com

  • Sukhwinder Nahal
    Mr. Sukhwinder Nahal, CFP, CLU.
    Financial Planner — Fair Advice Financial
    email: snahal@fairadvicefinancial.com

  • Brian Nichols
    Brian Nichols, JD, TEP
    Partner — Speigel Nichols Fox LLP
    email: brian@ontlaw.com

  •  
    Michael Parris, CFP, CPCA
    Investment Advisor — Manulife Securities
    email: Michael.Parris@manulifesecurities.ca

  •  
    Ms. Anne Marie Peirce, CFRE
    President & CEO — Community Foundation of Mississauga
    email: apeirce@cfofm.org

  • Suzana Popovic-Montag
    Ms. Suzana Popovic-Montag, LLB, TEP
    Partner — Hull & Hull LLP
    email: spopovic@hullandhull.com

  •  
    Ms. Corina Pries, CA
    Principal - Tax Consulting Services
    email: cppctax@bell.net

  •  
    Mr. David Reckin, CLU, CH.FC, CFP
    President — York Street Financial Inc.
    email: david.reckin@yorkstreetfinancial.ca

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

  • Craig Ross
    Craig Ross, LLB
    Associate — Pallett Valo LLP
    email: cross@pallettvalo.com

  • Fred C. Ryall
    Mr. Fred C. Ryall, CHS.
    Fred Ryall & Associates — Fred Ryall & Associates
    email: fred@fredryall.com

  •  
    Denise M Schofield, CPA/CGA
    Client Service Manager — S&C Partners LLP.
    email: denise.schofield@scpllp.com

  •  
    Seema Sharma, MBA, CFP, CLU, CHS.
    President — Wealth & Estate Financial Canada Inc.
    email: seema.sharma@wefci.com

  •  
    Rahul Sharma, LL.B., B.Comm (honours), B.A.
    Partner — Miller Thomson LLP
    email: rsharma@millerthomson.com

  • Ian C Shaw
    Ian C Shaw, E.P.C.
    Insurance Facilitator
    email: iansurance@gmail.com

  •  
    David Shlagbaum, LL.B.
    Senior Counsel
    email: dshlagbaum@pallettvalo.com

  •  
    Albert Simonetta, CFP, CIM, FCSI, ChP
    TD Waterhouse
    email: albert.simonetta@td.com

  • Nozomi (Zoe) Smith
    Nozomi (Zoe) Smith, JD., LL.M.
    Lawyer — Pallett Valo LLP
    email: zsmith@pallettvalo.com

  •  
    Ms. Kimberley Souliere
    Director - Major and Leadership Giving — United Way of Peel Region
    email: ksouliere@unitedwaypeel.org

  • Jennifer M.C. Stebbing
    Jennifer M.C. Stebbing, B.A. (Hons.), LL.B., J.D., CPCA
    Lawyer — Nexera Law Group
    email: jstebbing@nexeralaw.ca

  •  
    Colleen P Stewart
    TD Waterhouse Private Trust
    email: colleen.stewart@td.com

  •  
    Ms. Lisa Sticht-Maksymec, Lawyer
    Pallett Valo LLP
    email: lsticht-maksymec@pallettvalo.com

  •  
    Rosario Suppa, CPA, CA.
    Tax Partner — MNP LLP.
    email: Rosario.Suppa@mnp.ca

  • Greg D. Symons
    Mr. Greg D. Symons, FCSI, Ch.P.Strategic Wealth
    Financial Planner — Scotia McLeod
    email: greg_symons@scotiamcleod.com

  • David J Thompson
    David J Thompson, CA, TEP
    Partner - Taxation — MNP LLP
    email: dave.thompson@mnp.ca

  • Sylvia Tseng
    Sylvia Tseng, LLB
    Partner — Paterson, MacDougall LLP
    email: scytseng@pmlaw.com

  • Brent C van Ryzewyk
    Mr. Brent C van Ryzewyk, CFP, CLU, CH.F.C. CHS., CEA.
    Principal — Barrons Financial Group
    email: bvanryzewyk@barronsfinancialgroup.com

  •  
    Suzanna Winsborough, LLB
    Associate — Keyser Mason Ball LLP
    email: swinsborough@kmblaw.com

  •  
    Kevin Wong, CA
    Tax Manager — Martyn, Dooley & Partners LLP
    email: wong@mdp.on.ca

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