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Who Can Help Find an Advisor
Sometimes it can be difficult to understand all the implications to your financial situation in planning a gift to your preferred charity. The Canadian Association of Gift Planners (CAGP-ACPDP™) can help you. Our membership includes professional advisors who can provide the right expertise and advice in planning a gift based on your financial and philanthropic goals.
When planning a gift, CAGP-ACPDP™ recommends that Canadians seek the advice of one or more professional advisors, including the following types:
- Attorney/Lawyer
- Accountant
- Estate Planner
- Financial Planner
- Stock Broker
- Insurance Broker
- Planned Giving Officer
- Philanthropy Consultant
Need assistance finding a Professional Advisor who specializes in Gift Planning?
Are you seeking the advice of one of these professional advisors in your city? Are you seeking a second opinion? Are you seeking someone who can review your financial situation and take into consideration your philanthropic goals? Do you want to make a difference – no matter how small - and you don’t know where to start?
**Search through our CAGP-ACPDP™ member database to assist you in locating a professional advisor in your area. Our members not only understand gift planning but also abide by the CAGP Code of Ethics.
Are you a Professional Advisor and are looking to be included in this database? Apply for a CAGP-ACPDP™ membership today!
| Name | Email Address | Organization |
|---|---|---|
| Allen, Don | .(JavaScript must be enabled to view this email address) | Royal Trust Corporation of Canada |
| Attis, Joel | .(JavaScript must be enabled to view this email address) | AttisCorp Financial Group |
| Béliveau, Claude | .(JavaScript must be enabled to view this email address) | Béliveau & Assurance Inc (Assurance Vie) |
| Bake-Paterson, Kate | .(JavaScript must be enabled to view this email address) | Davis LLP |
| Bayley, Rachel | .(JavaScript must be enabled to view this email address) | TD Waterhouse Private Trust |
| Beavis, David | .(JavaScript must be enabled to view this email address) | Sorrell Financial |
| Benjamin, Gwen | .(JavaScript must be enabled to view this email address) | Wilson Vukelich LLP |
| Bennett, Peter | .(JavaScript must be enabled to view this email address) | Blueprint Wealth & Estate Planning Inc. |
| Bergeron, Denis | .(JavaScript must be enabled to view this email address) | Groupe Investors |
| Bernakevitch, Wayne L | .(JavaScript must be enabled to view this email address) | McDougall, Gauley LLP |
| Best, Melissa | .(JavaScript must be enabled to view this email address) | Phillips Hager & North Investment Management |
| bishop, Craig | .(JavaScript must be enabled to view this email address) | Scotia Private Financial Group, Inc |
| Blackmer, John R | .(JavaScript must be enabled to view this email address) | Solus Trust Company Limited |
| Blanchard, Daniel | .(JavaScript must be enabled to view this email address) | TD Waterhouse -The Canada Trust Company |
| Blatchford, Michael | .(JavaScript must be enabled to view this email address) | Bull, Housser & Tupper |
| Blumberg, Mark | .(JavaScript must be enabled to view this email address) | Blumberg Segal LLP |
| Blumenfeld, Rachel L | .(JavaScript must be enabled to view this email address) | Miller Thomson, LLP |
| Bonny, Peter | .(JavaScript must be enabled to view this email address) | Ratcliff & Company LLP |
| Bouffard, Eric | .(JavaScript must be enabled to view this email address) | Bouffard Comptables |
| Bowes, Brian | .(JavaScript must be enabled to view this email address) | Raymond James Ltd. |
| Bridgman, Don | .(JavaScript must be enabled to view this email address) | Assanted Capital Management |
| Brohpy, Charles | .(JavaScript must be enabled to view this email address) | Brophy Financial Planning |
| Burrows, Malcolm D | .(JavaScript must be enabled to view this email address) | Scotia Private Client Group, Executive Office |
| Côté, Claudia | .(JavaScript must be enabled to view this email address) | Les Petits Frères des Pauvres |
| Côté, Jean Denis | .(JavaScript must be enabled to view this email address) | |
| Cahill, Chris | .(JavaScript must be enabled to view this email address) | Financial Strategies Group |
| Cahill, Kevin | .(JavaScript must be enabled to view this email address) | Cahill Financial Services |
| Campbell, Gill | .(JavaScript must be enabled to view this email address) | Gill Campbell CFP, Insurance Broker |
| Campbell, Stella | .(JavaScript must be enabled to view this email address) | RBR Development Associates Ltd. |
| Carter, Terrance S | .(JavaScript must be enabled to view this email address) | Carters Professional Corporation |
| Cesario, Roberto | .(JavaScript must be enabled to view this email address) | Investors Group Financial Services, Inc. |
| Chimuk, Timothy G | .(JavaScript must be enabled to view this email address) | Investors Group Financial Services Inc. |
| Chipman, Chris | .(JavaScript must be enabled to view this email address) | Scotia Private Client Group |
| Chouinard, Carole | .(JavaScript must be enabled to view this email address) | Gowling, Lafleur Henderson LLP |
| Cloutier, Todd | .(JavaScript must be enabled to view this email address) | Great-West Life |
| cohen, Marvin | .(JavaScript must be enabled to view this email address) | Stable Financial Services, Inc. |
| Cohen, Robert | .(JavaScript must be enabled to view this email address) | Blaney, McMurtry LLP |
| Colledge, Lori | .(JavaScript must be enabled to view this email address) | |
| Cooper, Karen | .(JavaScript must be enabled to view this email address) | Carters Professional Corporation |
| Cooper, Wendy | .(JavaScript must be enabled to view this email address) | Freedom 55 Financial |
| courval-côté, Nicolas | .(JavaScript must be enabled to view this email address) | Mouvement Desjardins |
| Cusson, Suzanne | .(JavaScript must be enabled to view this email address) | |
| Dawson, Barbara | .(JavaScript must be enabled to view this email address) | Investors Group |
| de Hart, Mark | .(JavaScript must be enabled to view this email address) | Investors Group Financial Services |
| Demers, Jason R | .(JavaScript must be enabled to view this email address) | Jason Demers |
| Dion, Chantal | .(JavaScript must be enabled to view this email address) | HSBC |
| Dobbelsteyn, J. Kevin | .(JavaScript must be enabled to view this email address) | Investors Group Financial Services Inc. |
| Donoghue, Keith | .(JavaScript must be enabled to view this email address) | Assante Capital Management |
| Donvito, Pat | .(JavaScript must be enabled to view this email address) | Donvito O'Neill Financial |
| Dooley, Tom | .(JavaScript must be enabled to view this email address) | Aikins, MacAulay & Thorvaldson LLP |
| Drake, John | .(JavaScript must be enabled to view this email address) | Manulife Securities Inc. |
| Dunne, James | .(JavaScript must be enabled to view this email address) | ScotiaMcLeod |
| Ellis, Michael | .(JavaScript must be enabled to view this email address) | BMO Nesbitt Burns |
| Ens, Dale | .(JavaScript must be enabled to view this email address) | Blaeberry Estate Planning Inc. |
| Enticknap, Sandra | .(JavaScript must be enabled to view this email address) | Miller Thomson LLP |
| Eriksen-Parker, Terri | .(JavaScript must be enabled to view this email address) | BMO Nesbitt Burns Inc. |
| Faccone, Marco | .(JavaScript must be enabled to view this email address) | |
| Fawcett, Wanda | .(JavaScript must be enabled to view this email address) | Bishop & McKenzie |
| Fazel, Kathy | .(JavaScript must be enabled to view this email address) | Phillips, Hager, & North |
| Field, Belinda | .(JavaScript must be enabled to view this email address) | Trinity Stewardship Corporation |
| Fong, Calvin | .(JavaScript must be enabled to view this email address) | Vancity Community Foundation |
| Fontaine, Richard | .(JavaScript must be enabled to view this email address) | Miller Thomson Pouliot |
| Foster, Doug A | .(JavaScript must be enabled to view this email address) | Lifestyle By Design, Financial Group |
| Fournier, Lyndon | .(JavaScript must be enabled to view this email address) | ScotiaMcLeod |
| Fox, Alan M | .(JavaScript must be enabled to view this email address) | Scotiamcleod |
| Fraser, Ian M | .(JavaScript must be enabled to view this email address) | PlanGiv Consulting Services, Ltd. |
| Fraser, Ryan | .(JavaScript must be enabled to view this email address) | Freedom 55 Financial |
| Glowacki, Peter | .(JavaScript must be enabled to view this email address) | Thompson Dorfman Sweatman LLP |
| Goch, Deborah | .(JavaScript must be enabled to view this email address) | RBC Financial |
| Goldfarb, Clifford | .(JavaScript must be enabled to view this email address) | Gardiner Roberts LLP |
| Goudie, Allen J | .(JavaScript must be enabled to view this email address) | McKercher LLP |
| Grant, Barry T | .(JavaScript must be enabled to view this email address) | Blaney McMurtry LLP |
| Green, Fraser | .(JavaScript must be enabled to view this email address) | The FLA Group/Legacy Innovation |
| Halma, Jerry | .(JavaScript must be enabled to view this email address) | BMO Harris Private Banking |
| Hawley, William D | .(JavaScript must be enabled to view this email address) | Hawley Financial Group Inc |
| Hayhoe, Robert B | .(JavaScript must be enabled to view this email address) | Miller Thomson LLP |
| Hayward, Kevin G | .(JavaScript must be enabled to view this email address) | Assante Financial Management Ltd |
| Hayward, Kevin, CFP | .(JavaScript must be enabled to view this email address) | Assante Financial Management Ltd |
| Heng, Pheng | .(JavaScript must be enabled to view this email address) | Jawl & Bundon |
| Hoffstein, M. Elena | .(JavaScript must be enabled to view this email address) | Fasken Martineau DuMoulin LLP |
| Howarth, Richard J | .(JavaScript must be enabled to view this email address) | Risk Transfer Insurance Services |
| Hwang, Dianna | .(JavaScript must be enabled to view this email address) | Alexander, Holburn, Beaudin & Lang |
| Hykaway, Connie | .(JavaScript must be enabled to view this email address) | Miller Thomson LLP |
| Jackson, Ann | .(JavaScript must be enabled to view this email address) | Philips, Hager & North |
| Jackson, Brian E | .(JavaScript must be enabled to view this email address) | Independent Planning Group Inc. |
| Jantzi, Michael | .(JavaScript must be enabled to view this email address) | Jantzi Research Inc. |
| Johnston, Marc | .(JavaScript must be enabled to view this email address) | Investia Services Financiérs |
| Jones, Tim | .(JavaScript must be enabled to view this email address) | Rock Harbour Wealth Management Inc. |
| Kagan, Leilani J | .(JavaScript must be enabled to view this email address) | Thompson Dorfman Sweatman LLP |
| Kelly, Elaine | .(JavaScript must be enabled to view this email address) | Meridian Credit Union |
| Kelly, Ron | .(JavaScript must be enabled to view this email address) | PlanGiv Capital Ltd. |
| Klinkow, Mark | .(JavaScript must be enabled to view this email address) | Foyston, Gordon & Payne Inc. Investment Counsel |
| Kok, John | .(JavaScript must be enabled to view this email address) | Navigator Financial Services Inc. |
| krasic, Steve | .(JavaScript must be enabled to view this email address) | Assante Capital Management |
| La Charite, Eric | .(JavaScript must be enabled to view this email address) | Financiére Sun Life |
| Ladouceur, Robert | .(JavaScript must be enabled to view this email address) | PMA + GDM Cabinet de services financiers |
| Lafontaine, Pierre | .(JavaScript must be enabled to view this email address) | U.Q.A.T Foundation |
| Langford, Brad | .(JavaScript must be enabled to view this email address) | Langford Law Offices |
| Langford, Richard D | .(JavaScript must be enabled to view this email address) | BMO Harris Private Banking |
| Larivière, Bernard | .(JavaScript must be enabled to view this email address) | Banque nationale, Planification et avantages sociaux inc. |
| Latchman, Robyn H | .(JavaScript must be enabled to view this email address) | What's Important About Financial Planning To You? |
| Lazier, Kate | .(JavaScript must be enabled to view this email address) | Miller Thomson LLP |
| Le Blanc, Guy | .(JavaScript must be enabled to view this email address) | Fondation Franco Albertaine |
| LeBelle, Sari | .(JavaScript must be enabled to view this email address) | RBR Development Associates Ltd. |
| Lee, Roger | .(JavaScript must be enabled to view this email address) | Davis & Company |
| Lee-Kennedy, Brenda | .(JavaScript must be enabled to view this email address) | PricewaterhouseCoopers LLP |
| Levesque, Alain | .(JavaScript must be enabled to view this email address) | DeVimy Group Inc. |
| Leyshon-Hughes, Sarah | .(JavaScript must be enabled to view this email address) | Public Guardian and Trustee of British Columbia |
| Low, Helen H | .(JavaScript must be enabled to view this email address) | Fasken Martineau DuMoulin LLP |
| Luc, Borgia | .(JavaScript must be enabled to view this email address) | SFL partenaire de Desjardins sécurité financière |
| Ludke, Gordon | .(JavaScript must be enabled to view this email address) | CIBC - Wood Gundy |
| Malloy, Adrienne | .(JavaScript must be enabled to view this email address) | RBR Development Associates Ltd. |
| Man, Theresa | .(JavaScript must be enabled to view this email address) | Carters Professional Corporation, Charity & Not-for-Profit Law |
| Manning, Gillian | .(JavaScript must be enabled to view this email address) | TD Asset Management |
| Manwaring, Susan M | .(JavaScript must be enabled to view this email address) | Miller Thomson LLP |
| Marquette, Charles P | .(JavaScript must be enabled to view this email address) | Borden Ladner Gervais LLP |
| Marsolais, André | .(JavaScript must be enabled to view this email address) | Services Financiers Marsolais, Marsolais & Ass. Inc. |
| Martens, Lise | .(JavaScript must be enabled to view this email address) | Desjardins Financial Security |
| Mason, Margaret | .(JavaScript must be enabled to view this email address) | Bull, Housser & Tupper LLP |
| Maund, Stephen | .(JavaScript must be enabled to view this email address) | Capacity Marketing For Charities |
| McAlpine, Jill H | .(JavaScript must be enabled to view this email address) | PricewaterhouseCoopers LLP |
| mccallum, Brian | .(JavaScript must be enabled to view this email address) | Etherington & Vukets |
| McDonald, LLP, Melanie | .(JavaScript must be enabled to view this email address) | Borden Ladner Gervais LLP |
| McEachern, Brenda | .(JavaScript must be enabled to view this email address) | Canada Life |
| McGuire, Patrick | .(JavaScript must be enabled to view this email address) | McGuire & Hiebert Financial Services Ltd. |
| McKinnon, Harvey | .(JavaScript must be enabled to view this email address) | Harvey McKinnon Associates |
| Mehinagic, Susan | .(JavaScript must be enabled to view this email address) | Grant Thornton |
| Mercier, François | .(JavaScript must be enabled to view this email address) | SFL, Desjardins sécurité financière |
| Millard, Michelle D | .(JavaScript must be enabled to view this email address) | Ogilvie LLP |
| Minton, Frank | .(JavaScript must be enabled to view this email address) | Planned Giving Services Inc. |
| Mlbrath, Brenda J | .(JavaScript must be enabled to view this email address) | MacMinn& Company |
| Murphy, Floyd | .(JavaScript must be enabled to view this email address) | Murrick Insurance Services Limited |
| Murray, Larry | .(JavaScript must be enabled to view this email address) | |
| Neale, Jonathan | .(JavaScript must be enabled to view this email address) | Assante Wealth Management |
| Near, John D | .(JavaScript must be enabled to view this email address) | John Near Annuity & Insurance Agency Limited |
| Neville, Brian R | .(JavaScript must be enabled to view this email address) | Sun Life Financial |
| Newton, Treva | .(JavaScript must be enabled to view this email address) | The Canada Trust Company |
| Nicholson, Peter J | .(JavaScript must be enabled to view this email address) | Wealth Creation & Preservation Inc. |
| Nickerson, Richard | .(JavaScript must be enabled to view this email address) | Assante Capital Management |
| Niedermayer, Richard S | .(JavaScript must be enabled to view this email address) | Stewart McKelvey Stirling Scales |
| Niksic, Robert | .(JavaScript must be enabled to view this email address) | BMO Nesbitt Burns |
| Offman, Bradley | .(JavaScript must be enabled to view this email address) | Mackenzie Financial Corporation |
| Onstad, Michael D | .(JavaScript must be enabled to view this email address) | LOC Financial |
| Pankow, Shawn J | .(JavaScript must be enabled to view this email address) | Pankow Financial Solutions, Ltd. |
| Petruck, William | .(JavaScript must be enabled to view this email address) | Funding Matters Inc. |
| pin, John | .(JavaScript must be enabled to view this email address) | T.D. Waterhouse - Private Trust |
| Pochkhanawala, Naoshad | .(JavaScript must be enabled to view this email address) | |
| Price, Tracy | .(JavaScript must be enabled to view this email address) | RBC Dominion Securities |
| Prowse, Edward C | .(JavaScript must be enabled to view this email address) | Edshir Management Inc. |
| Purcell, Beverley | .(JavaScript must be enabled to view this email address) | TDW - Private Trust |
| Quirion, Robert | .(JavaScript must be enabled to view this email address) | Groupe Investors |
| Radu, Cindy | .(JavaScript must be enabled to view this email address) | Cidel Trust Company |
| Ramsay, Peter R | .(JavaScript must be enabled to view this email address) | Ramsay Law Office Professional Corporation |
| Ribeiro, Pedro | .(JavaScript must be enabled to view this email address) | Keybase Financial Group Inc |
| Rock, Katie R | .(JavaScript must be enabled to view this email address) | RBR Development Associates Ltd. |
| Rusk, Kelly | .(JavaScript must be enabled to view this email address) | Investors Group |
| Ryan, Jo-Anne | .(JavaScript must be enabled to view this email address) | TD Waterhouse Canada Inc. |
| Sadovich, Lilly | .(JavaScript must be enabled to view this email address) | Estate Matters |
| Simard, Pierre-Michel | .(JavaScript must be enabled to view this email address) | Financière Liberté 55 |
| Sinclair, Roger | .(JavaScript must be enabled to view this email address) | Sinclair Financial Ltd. |
| Smith, Kelly | .(JavaScript must be enabled to view this email address) | Strategic Brokerage Services LP |
| Smith, Robin L | .(JavaScript must be enabled to view this email address) | TD Waterhouse |
| Smith, Steven | .(JavaScript must be enabled to view this email address) | Beutel Goodman & Company Ltd. |
| Sniderman, Jeff | .(JavaScript must be enabled to view this email address) | CIBC Wood Gundy Financial Services Inc. |
| St. Louis, Paul B | .(JavaScript must be enabled to view this email address) | Doherty & Associates, Investment Counsel |
| Stewardson, Glenn | .(JavaScript must be enabled to view this email address) | Assante Wealth Management |
| storer, Lauren | .(JavaScript must be enabled to view this email address) | Scotia Private Client Group |
| Strachan, Bob | .(JavaScript must be enabled to view this email address) | BMO Nesbitt Burns |
| Straw, Deborah R | .(JavaScript must be enabled to view this email address) | WinSport Canada |
| Sullivan, Ian B | .(JavaScript must be enabled to view this email address) | Templeman Menninga LLP |
| Sundberg, Kenn R | .(JavaScript must be enabled to view this email address) | Wellspring Management Corporation |
| Sweatman, Jasmine | .(JavaScript must be enabled to view this email address) | SWEATMAN LAW FIRM |
| Tang, Rockson | .(JavaScript must be enabled to view this email address) | Rockson Tang Insurance Services Co. Ltd. |
| Tehranchian, Tina | .(JavaScript must be enabled to view this email address) | Assante Capital Management Ltd |
| Temple, David R | .(JavaScript must be enabled to view this email address) | PPI Financial Group |
| Thompson, Betty | .(JavaScript must be enabled to view this email address) | Lo Porter Hétu |
| Thomson, Keith | .(JavaScript must be enabled to view this email address) | Stonegate Private Counsel LP |
| Tipton, Dawn | .(JavaScript must be enabled to view this email address) | Grant Thornton LLP |
| Todosichuk, Nicole C | .(JavaScript must be enabled to view this email address) | Legacy Tax + Trust Lawyers |
| Townsend, Michael C | .(JavaScript must be enabled to view this email address) | Assante Capital Management |
| Ulmer, Darren | .(JavaScript must be enabled to view this email address) | SunLife Financial |
| Valentine, Andrew | .(JavaScript must be enabled to view this email address) | Miller Thomson LLP |
| Vallis, Derek | .(JavaScript must be enabled to view this email address) | CV Law Inc. |
| VanDerMeersch, Stephanie | .(JavaScript must be enabled to view this email address) | Dundee Securities Corporation |
| Vincenti, Michele | .(JavaScript must be enabled to view this email address) | Quantum Global Financial Corp |
| Walker, Alan | .(JavaScript must be enabled to view this email address) | |
| ward, Frances | .(JavaScript must be enabled to view this email address) | Benefaction Foundation |
| Waugh, Clive | .(JavaScript must be enabled to view this email address) | UOIT |
| weigl, Corina | .(JavaScript must be enabled to view this email address) | Fasken Martineau Du Moulin LLP |
| Weintraub, Mark | .(JavaScript must be enabled to view this email address) | Clark Wilson LLP |
| Weld, Joan | .(JavaScript must be enabled to view this email address) | TD Waterhouse |
| White, Denis | .(JavaScript must be enabled to view this email address) | DonPlanifié.org |
| Wickey, Andy | .(JavaScript must be enabled to view this email address) | |
| Wickstrom, Darrell | .(JavaScript must be enabled to view this email address) | Fasken Martineau DuMoulin LLP |
| Widyaratne, Sue | .(JavaScript must be enabled to view this email address) | Lizotte-Widyaratne Philanthropic Consulting Services |
| Willis, Robert | .(JavaScript must be enabled to view this email address) | Dundee Securities Corp. |
| Windeyer, David R | .(JavaScript must be enabled to view this email address) | David R. Windeyer Consulting Ltd |
| Young, Ross | .(JavaScript must be enabled to view this email address) | Secure Capital Management Ltd. |