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
Aarssen, Ric Freedom 55 Financial
Abbott, Adriane University of King's College
Adam, Elizabeth Investors Group Financial Services Inc.
Adams, Gordon Cheriton Park Financial
Allen, Don Royal Trust Corporation of Canada
Anderson, Bethany Sweatman Law Firm
Béliveau, Claude Béliveau & Assurance Inc (Assurance Vie)
Bake-Paterson, Kate Davis LLP
Barron, Melanie
Bayley, Rachel TD Waterhouse Private Trust
Beauchamp, Alain Les Services Financiers Beauchamp
Beausoleil, Noella J University of Ottawa
Beavis, David Sorrell Financial
Benjamin, Gwen Wilson Vukelich LLP
Bennett, Peter Blueprint Wealth & Estate Planning Inc.
Bergeron, Sylvie Fondation Jules et Paul-Émile Léger
Bernakevitch, Wayne L McDougall, Gauley LLP
Best, Melissa Phillips Hager & North Investment Management
Biblow, Jim Avid Financial Services Inc.
Biron, Francois Canaccord Wealth Management
bishop, Craig Scotia Private Financial Group, Inc
Blackmer, John R Solus Trust Company Limited
Blatchford, Michael Bull, Housser & Tupper
Blier, Denis Dale Parizeau Morris Mackenzie
Blumenfeld, Rachel L Miller Thomson, LLP
Bonny, Peter Ratcliff & Company LLP
Boucher, Christine Sedna Inc
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
Brus, Kori Good Works
Bryon, Graham, CFP, CIM, FCSI CIBC Wood Gundy
Bugeja, Denis DPB Insurance & Financial Services
Burrows, Brian
Burrows, Malcolm D Scotia Private Client Group, Executive Office
Côté, Claudia Les Petits Frères des Pauvres
Calamo, Enzo Lugen Family Office Inc.
Campbell, Gill Gill Campbell CFP, Insurance Broker
Carlisle, Gulnar Investors Group
Carter, Terrance S Carters Professional Corporation
Cellucci, Domenico Investors Group
Cesario, Roberto Investors Group Financial Services, Inc.
Chimuk, Timothy G Investors Group Financial Services Inc.
Chimuk, Tom Chimuk Financial Partners
Chisholm, Michael Nesbitt Burns
Chouinard, Carole Gowling, Lafleur Henderson LLP
Chung, Ella CIBC Wood Gundy
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
Coult, Deborah St. Mary's University College
Cusson, Suzanne
Davidson, Kevin Mennonite Foundation of Canada
Dawson, Barbara Investors Group
de Hart, Mark Investors Group Financial Services
de Savoye, Douglas L.D. de Savoye & Co. Ltd.
Demers, Jason R Jason Demers
Desjardins, Claude
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
Dores, Judy Charitable Legacy Insurance
Dubord, Jean-Michel Group Cloutier
Duckerin, Dennis Scotia Private Client Group
Edmison, Steve Edmison Financial Inc.
Ens, Dale Blaeberry Estate Planning Inc.
Enticknap, Sandra Miller Thomson LLP
Fazel, Kathy Phillips, Hager, & North
Fiouzi, Leila Phillips, Hager & North Investment Management
Fong, Calvin Vancity Community Foundation
Fournier, Lyndon ScotiaMcLeod
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
Grainger, Cate Harrison Pensa 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, CFP Assante Financial Management Ltd
Heng, Pheng Jawl & Bundon
Herman, Jos Canada Life
Hoffstein, M. Elena Fasken Martineau DuMoulin LLP
Howarth, Richard J Risk Transfer Insurance Services
Hunt, Rebecca Temiskaming Shores Public Library
Huot, Gabriel BNP Strategies
Inch, Donna Holland Bloorview Foundation
Jackson, Ann Philips, Hager & North
Jamieson, Sean Investors Group Financial Services Inc.
Johal, Raman Clark Wilson LLP
Johnston, Marc Investia Services Financiérs
Jones, Tim Rock Harbour Wealth Management Inc.
Kagan, Leilani J Thompson Dorfman Sweatman LLP
Karkut, Neil McDougall Gauley LLP
Kelly, Ron PlanGiv Capital Ltd.
Klinkow, Mark Foyston, Gordon & Payne Inc. Investment Counsel
Konnert, Bill Investors Group
Lévesque, Alain DeVimy Group Inc.
La Charite, Eric Financiére Sun Life
Ladouceur, Robert PMA + GDM Cabinet de services financiers
Langford, Brad Langford Law Offices
Langford, Richard D BMO Harris Private Banking
Lapointe, Bertrand SFBL
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?
Latremoille, Susan Richardson GMP Limited
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
Leyshon-Hughes, Sarah Public Guardian and Trustee of British Columbia
Liang, Lauren Clark Wilson 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
Marquez, Joseph Investors Group Financial Services Inc
Marsolais, André Services Financiers Marsolais, Marsolais & Ass. Inc.
Mason, Margaret Bull, Housser & Tupper LLP
McAlpine, Jill H PricewaterhouseCoopers LLP
McAndless-Davis, Bruce Investors Group Financial Services Inc.
McBrine, Matt Bishop's University
mccallum, Brian Etherington & Vukets
McCully, Jeffrey Liberal Party of Canada
McDonald, LLP, Melanie Borden Ladner Gervais LLP
McEachern, Brenda Canada Life
McGuire, Patrick McGuire Financial Services Ltd.
McKay, Jeffrey BMO Nesbitt Burns
McKinnon, Harvey Harvey McKinnon Associates
Mercier, François SFL, Desjardins sécurité financière
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
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
Oliver, Clifford The Genesis Plan Corporation
Onstad, Michael D LOC Financial
Penner, Harold Mennonite Foundation of Canada
Petruck, William Funding Matters Inc.
Peyson, Kevin Brothers & Company Financial Consulting
Pimiskern, Konrad Edward Jones
pin, John T.D. Waterhouse - Private Trust
Plentai, Milan Wellington West Capital Inc.
Poudrier, Carmen Auotmome
Presizniuk, Colin Dale Colin Presizniuk & Associates
Price, Tracy RBC Dominion Securities
Pries-Klassen, Darren CFP Mennonite Foundation of Canada
Pupic, Matthew Project Ploughshares
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
Robertson, Andrea TD Waterhouse, Private Investment Counsel
Rooymakers, Carol RBC Life Insurance Company
Roy, Jean David Forest Financial Services Ltd.
Rusk, Kelly Investors Group
Ryan, Jo-Anne TD Waterhouse Canada Inc.
Rycroft, Alan Victoria Cool Aid Society
Sawatzky, Gary CFP Mennonite Foundation of Canada
Shebbeare, Monique Heritage Law
Siegel, Susan CIBC Wood Gundy
Simard, Pierre-Michel Financière Liberté 55
Simpson, Lucette Lanagan Lifestyles Ltd
Skrypnek, Mike Richardson GMP Limited
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
Squire, Jeffrey Alterna Savings
St. Louis, Paul B Doherty & Associates, Investment Counsel
Stalbecker-Pountney, Barbro B.E. Stalbecker-Pountney Barrister & Solicitor
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
Sundberg, Kenn R Wellspring Management Corporation
Sweatman, Jasmine SWEATMAN LAW FIRM
Tehranchian, Tina Assante Capital Management Ltd
Temple, David R PPI Financial Group
Thompson, Betty Lo Porter Hétu
Thompson, Kara Mackenzie Investments
Thomson, Keith Stonegate Private Counsel
Thorne, Joshua Scotia Private Client Group
Tipton, Dawn Grant Thornton LLP
Valentine, Andrew Miller Thomson LLP
VanDerMeersch, Stephanie Dundee Securities Corporation
Walker, Alan
ward, Frances Benefaction Foundation
Waugh, Clive UOIT
weigl, Corina Fasken Martineau Du Moulin LLP
Weintraub, Mark Clark Wilson LLP
West, Laura Fasken Martineau DuMoulin LLP
Weyer, Frank Frank C. Weyer CMA
White, Denis DonPlanifié.org
Wickey, Andy
Wickstrom, Darrell Fasken Martineau DuMoulin LLP
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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