Make a Difference in the Lives that Follow

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:

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!

 
 
NameEmail AddressOrganization
Abbott, Adriane University of King's College
Allen, Don Royal Trust Corporation of Canada
Attis, Joel, , LL.B, CFP, TEP AttisCorp Financial Group, Inc.
Béliveau, Claude Béliveau & Assurance Inc (Assurance Vie)
Bake-Paterson, Kate Davis LLP
Barron, Melanie
Bayley, Rachel TD Waterhouse Private Trust
Beausoleil, Noella J University of Ottawa
Beavis, David Sorrell Financial
Benjamin, Gwen Wilson Vukelich LLP
Bennett, Peter Blueprint Wealth & Estate Planning Inc.
Bernakevitch, Wayne L McDougall, Gauley LLP
Best, Melissa Phillips Hager & North Investment Management
bishop, Craig Scotia Private Financial Group, Inc
Blackmer, John R Solus Trust Company Limited
Blanchard, Daniel TD Waterhouse -The Canada Trust Company
Blatchford, Michael Bull, Housser & Tupper
Blumberg, Mark Blumberg Segal LLP
Blumenfeld, Rachel L Miller Thomson, LLP
Bonny, Peter Ratcliff & Company LLP
Bouffard, Eric Bouffard Comptables
Bowes, Brian Raymond James Ltd.
Braun-Janzen, Rick CFP Mennonite Foundation of Canada
Bridgman, Don Assanted Capital Management
Brohpy, Charles Brophy Financial Planning
Brooker, Donald Mennonite Foundation of Canada
Bryon, Graham, CFP, CIM, FCSI CIBC Wood Gundy
Burrows, Brian
Burrows, Malcolm D Scotia Private Client Group, Executive Office
Côté, Claudia Les Petits Frères des Pauvres
Côté, Jean Denis
Cahill, Kevin Cahill Financial Services
Calamo, Enzo Lugen Family Office Inc.
Campbell, Gill Gill Campbell CFP, Insurance Broker
Carter, Terrance S Carters Professional Corporation
Cesario, Roberto Investors Group Financial Services, Inc.
Chimuk, Timothy G Investors Group Financial Services Inc.
Chouinard, Carole Gowling, Lafleur Henderson LLP
Clough, Emily Alexander Holburn Beaudin & Lang, LLP
Cloutier, Todd Great-West Life
Cohen, Marvin Stable Financial Services, Inc.
Cohen, Robert Blaney, McMurtry LLP
Colledge, Lori
Cooper, Karen Carters Professional Corporation
Cooper, Wendy Freedom 55 Financial
Cornelsen, Dori Zerbe Mennonite Foundation of Canada
Courval-Côté, Nicolas Mouvement Desjardins
Cusson, Suzanne
Davidson, Kevin Mennonite Foundation of Canada
Dawson, Barbara Investors Group
de Hart, Mark Investors Group Financial Services
Demers, Jason R Jason Demers
Dion, Chantal HSBC
Dixon, Todd CIBC Wood Gundy
Dobbelsteyn, J. Kevin Investors Group Financial Services Inc.
Donoghue, Keith Assante Capital Management
Donvito, Pat Donvito O'Neill Financial
Dooley, Tom Aikins, MacAulay & Thorvaldson LLP
Drake, John Manulife Securities Inc.
Duckerin, Dennis Scotia Private Client Group
Dunne, James ScotiaMcLeod
Ens, Dale Blaeberry Estate Planning Inc.
Enticknap, Sandra Miller Thomson LLP
Eriksen-Parker, Terri BMO Nesbitt Burns Inc.
Fawcett, Wanda Bishop & McKenzie
Fazel, Kathy Phillips, Hager, & North
Field, Belinda Trinity Stewardship Corporation
Fong, Calvin Vancity Community Foundation
Fontaine, Richard Miller Thomson Pouliot
Foster, Doug A Lifestyle By Design, Financial Group
Fournier, Lyndon ScotiaMcLeod
Franco, Veronica Clark Wilson LLP
Fraser, Ian M PlanGiv Consulting Services, Ltd.
Fraser, Ryan Freedom 55 Financial
Friesen, Arnold Mennonite Foundation of Canada
Glowacki, Peter Thompson Dorfman Sweatman LLP
Goch, Deborah RBC Financial
Goldfarb, Clifford Gardiner Roberts LLP
Goudie, Allen J McKercher LLP
Govang, Dee, CFP Investors Group Financial Services
Grant, Barry T Blaney McMurtry LLP
Green, Fraser The FLA Group/Legacy Innovation
Grosz, Sherri B.A., EPC Mennonite Foundation of Canada
Halma, Jerry BMO Harris Private Banking
Harries, Ben Secure Capital Management
Hawley, William D Hawley Financial Group Inc
Hayhoe, Robert B Miller Thomson LLP
Hayward, Kevin G Assante Financial Management Ltd
Hayward, Kevin, CFP Assante Financial Management Ltd
Heng, Pheng Jawl & Bundon
Hoffstein, M. Elena Fasken Martineau DuMoulin LLP
Howarth, Richard J Risk Transfer Insurance Services
Hwang, Dianna Alexander, Holburn, Beaudin & Lang
Hykaway, Connie Miller Thomson LLP
Inderwick, Andrew BMR Group
Jackson, Ann Philips, Hager & North
Jackson, Brian E Independent Planning Group Inc.
Johnston, Marc Investia Services Financiérs
Jones, Tim Rock Harbour Wealth Management Inc.
Kagan, Leilani J Thompson Dorfman Sweatman LLP
Kelly, Ron PlanGiv Capital Ltd.
Klinkow, Mark Foyston, Gordon & Payne Inc. Investment Counsel
Kok, John Navigator Financial Services Inc.
Kramer, Ken KMK Law Corporation
krasic, Steve Assante Capital Management
La Charite, Eric Financiére Sun Life
Ladouceur, Robert PMA + GDM Cabinet de services financiers
Lafontaine, Pierre U.Q.A.T Foundation
Langford, Brad Langford Law Offices
Langford, Richard D BMO Harris Private Banking
Larin, Gordon Royal Trust Corporation of Canada
Larivière, Bernard Banque nationale, Planification et avantages sociaux inc.
Latchman, Robyn H What's Important About Financial Planning To You?
Lazier, Kate Miller Thomson LLP
Le Blanc, Guy Fondation Franco Albertaine
LeBelle, Sari RBR Development Associates Ltd.
Leblanc, Jacques Services Financiers Jacques Leblanc Inc
Lee, Roger Davis & Company
Lee-Kennedy, Brenda PricewaterhouseCoopers LLP
Leung, Albert
Levesque, Alain DeVimy Group Inc.
Levesque, Alain DeVimy Group Inc.
Leyshon-Hughes, Sarah Public Guardian and Trustee of British Columbia
Low, Helen H Fasken Martineau DuMoulin LLP
Luc, Borgia SFL partenaire de Desjardins sécurité financière
Ludke, Gordon CIBC - Wood Gundy
Malloy, Adrienne RBR Development Associates Ltd.
Man, Theresa Carters Professional Corporation, Charity & Not-for-Profit Law
Manning, Gillian TD Asset Management
Manwaring, Susan M Miller Thomson LLP
Mares, Joe Sunlife Financial
Marquette, Charles P Borden Ladner Gervais LLP
Marsolais, André Services Financiers Marsolais, Marsolais & Ass. Inc.
Martens, Lise Desjardins Financial Security
Mason, Margaret Bull, Housser & Tupper LLP
Maund, Stephen Capacity Marketing For Charities
McAlpine, Jill H PricewaterhouseCoopers LLP
mccallum, Brian Etherington & Vukets
McDonald, LLP, Melanie Borden Ladner Gervais LLP
McEachern, Brenda Canada Life
McGuire, Patrick McGuire & Hiebert Financial Services Ltd.
McKinnon, Harvey Harvey McKinnon Associates
Mercier, François SFL, Desjardins sécurité financière
Michael, Chisholm Nesbitt Burns
Millard, Michelle D Ogilvie LLP
Minton, Frank Planned Giving Services Inc.
Mlbrath, Brenda J MacMinn& Company
Mortimore, Amy Clark Wilson LLP
Murphy, Floyd Murrick Insurance Services Limited
Murray, Larry
Neale, Jonathan Assante Wealth Management
Near, John D John Near Annuity & Insurance Agency Limited
Neville, Brian R Sun Life Financial
Newton, Treva The Canada Trust Company
Nicholson, Peter J Wealth Creation & Preservation Inc.
Nickerson, Richard Assante Capital Management
Niedermayer, Richard S Stewart McKelvey Stirling Scales
Offman, Bradley Mackenzie Financial Corporation
Onstad, Michael D LOC Financial
Penner, Harold Mennonite Foundation of Canada
Pereira, Gina
Petruck, William Funding Matters Inc.
pin, John T.D. Waterhouse - Private Trust
Pochkhanawala, Naoshad
Presizniuk, Colin Dale Colin Presizniuk & Associates
Price, Tracy RBC Dominion Securities
Pries-Klassen, Darren CFP Mennonite Foundation of Canada
Prowse, Edward C Edshir Management Inc.
Purcell, Beverley TDW - Private Trust
Quaglia, Jonathan Spisani, Quaglia
Quirion, Robert Groupe Investors
Radu, Cindy Cidel Trust Company
Ramsay, Peter R Ramsay Law Office Professional Corporation
Reynolds, Colleen RTR Advisory Group
Ribeiro, Pedro Keybase Financial Group Inc
Robertson, Andrea TD Waterhouse, Private Investment Counsel
Rusk, Kelly Investors Group
Russell, Lynne Port Moody Public Library
Ryan, Jo-Anne TD Waterhouse Canada Inc.
Sadovich, Lilly Estate Matters
Sawatzky, Gary CFP Mennonite Foundation of Canada
Simard, Pierre-Michel Financière Liberté 55
Sinclair, Roger Sinclair Financial Ltd.
Smith, Kelly Strategic Brokerage Services LP
Smith, Robin L TD Waterhouse
Sniderman, Jeff CIBC Wood Gundy Financial Services Inc.
Sobocan, Martin Sobocan Insurance and Financial Services
St. Louis, Paul B Doherty & Associates, Investment Counsel
Stappler, Melissa Field LLP
Stewardson, Glenn Assante Wealth Management
Stilson, Tania
storer, Lauren Scotia Private Client Group
Strachan, Bob BMO Nesbitt Burns
Strathdee, Mike CFP, EPC Mennonite Foundation of Canada
Sullivan, Ian B Templeman Menninga LLP
Sundberg, Kenn R Wellspring Management Corporation
Sweatman, Jasmine SWEATMAN LAW FIRM
Tang, Rockson Rockson Tang Insurance Services Co. Ltd.
Tehranchian, Tina Assante Capital Management Ltd
Temple, David R PPI Financial Group
Terry, Pauline Future Focus Portfolios Strategies Corp.
Thompson, Betty Lo Porter Hétu
Thompson, Kara Mackenzie Investments
Thomson, Keith Stonegate Private Counsel LP
Thorne, Joshua Scotia Private Client Group
Tipton, Dawn Grant Thornton LLP
Todosichuk, Nicole C Legacy Tax + Trust Lawyers
Townsend, Michael C Assante Capital Management
Valentine, Andrew Miller Thomson LLP
Vallis, Derek CV Law Inc.
VanDerMeersch, Stephanie Dundee Securities Corporation
Vincenti, Michele Quantum Global Financial Corp
Walker, Alan
ward, Frances Benefaction Foundation
Waugh, Clive UOIT
weigl, Corina Fasken Martineau Du Moulin LLP
Weintraub, Mark Clark Wilson LLP
Weld, Joan TD Waterhouse
White, Denis DonPlanifié.org
Wickey, Andy
Wickstrom, Darrell Fasken Martineau DuMoulin LLP
Widyaratne, Sue Lizotte-Widyaratne Philanthropic Consulting Services
Willis, Robert Dundee Securities Corp.
Wilson, Irv Thames Financial Group
Windeyer, David R David R. Windeyer Consulting Ltd
Young, Ross Secure Capital Management Ltd.
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