INTEGRIS Financial Advisors Network

We're very proud to have a great group of Financial Advisors by our side should our clients need further assistance or an additional opinion.

The Advisor has completed the INTEGRIS PPP 101 Course

Join Our Financial Advisors Network
Andrea Lavergne,CFA

Connor, Clark and Lunn Private Capital

1800 Mc Gill College Avenue, Suite 1300, Montreal, Quebec, H3A 3J6, Canada

Services:
Investment management
Shalini Gupta

Shalini Gupta Financial Services

3 - 469 Wilson Street East, Ancaster, Ontario, L9G 2C4, Canada

Services:
PPP, Estate Planning, Wealth Management, Risk Management, Tax Planning, Cashflow Optimization
Tim Das, CHS, EPC, RWM

Elmlewis Financials Ltd.

Suite 211, 2903 Rabbit Hill Rd NW, Edmonton, Alberta, T6R 3A3, Canada

Services:
Wealth Management
George Oroc, F.Pl., CIM, FCSI, B.Comm. (Finance)

Oroc Wealth Management Inc

2000 McGill College, 6th Floor, Montreal, Quebec, H3A 3H3, Canada

Services:
Financial Planning & Wealth Management
Randy Olson

Capital Estate Planning Corp

4222-97st, Edmonton, Alberta, T6E5Z9, Canada

Services:
Retirement & tax strategies, Employer &Employee group investment programs, Charitable Legacy & Estate Planning
Richard Vetter

WealthSmart Securities of Aligned Capital Partners Inc.

9351 Glenacres Drive, Richmond, BC, V7A1Y6, Canada

Services:
Financial Planning, Portfolio Management, Estate and Insurance Planning
Seema Sharma

Wealth and Estate

989 Derry Road East, Mississauga, ON, L5T2J8

Services:
Financial Planning
Shane Biehn

Connor Clark & Lunn Private Capital

322 Ave C South, Saskatoon, Saskatchewan, S7M 1N4, Canada

Services:
Pension Caliber Portfolio Management, Alternative Investing
Wayne Leckie

Investia Financial services INC

302-2 Lansing Square, Toronto, Ontario, M2J 4P8, Canada

Services:
Wealth Management, Estate and Insurance Strategies for CCPC's
Jeremy Cooper, BA (Hons), CLU

ITI Financial

Suite 201-611 Corydon Ave Winnipeg MB R3L 0P3

Services:
Business Strategies, Charitable Giving, Estate Planning, Portfolio Management, Risk Management, Tax Planning, Fully Managed Accounts, Family Office
Garry Stratychuk, FEA

ITI Financial

Suite 201-611 Corydon Ave Winnipeg MB R3L 0P3

Services:
Business Strategies, Charitable Giving, Estate Planning, Portfolio Management, Risk Management, Tax Planning, Fully Managed Accounts, Family Office
Jonathan Dixon, BA

ITI Financial

Suite 201-611 Corydon Ave Winnipeg MB R3L 0P3

Services:
Business Strategies, Charitable Giving, Estate Planning, Portfolio Management, Risk Management, Tax Planning, Fully Managed Accounts, Family Office
Dawnyca Cristello, CFP

MacDonald MGMT

84 Lift Lock Road West, Kirkfield, Ontario, K0M 2B0, Canada

Services:
PPP, Tax Free Exits for Business Owners, Insurance, Segregated and Mutual fund investments
David Brunton

Black Stock Financial Corp

6 Waubeek St, Parry Sound, ON, P2A 1B7, Canada

Services:
Investments and Insurance
Charles-Edouard Morin

Connor, Clark & Lunn Private Capital

1800 McGill College, Suite 1300, Montreal, QC, H3A3J6, Canada

Services:
Wealth Management
Saad Nadeem, CFP, CLU, RRC

RFL Wealth

#300 - 1001 Champain Avenue, Burlington, Ontario, L7L 5Z4, Canada

Services:
We help organize Canadian health care professionals financial lives so well that they live a Rich, Fulfilling Life!
Dino Caruso

Wealthable

4215 Amaletta Crescent, Burlington, Ontario, L7M 5C4, Canada

Services:
Financial Planning/Investments/Insurance/Accounting
Jeremy Tabarrok

ScotiaMcLeod

40 King Street West, 49th Floor, ScotiaPlaza, Toronto, Ontario, M5H 1H1, Canada

Services:
Full Service Wealth Management, Estate Planning, Business Succession Planning, Investing, Insurance
Greg Kennedy

DUCA Financial Services Credit Union

16 Broadway, Orangeville, Ontario, L9W 1J4, Canada

Services:
Wealth Management
Bruce Sansom

Global Wealth Builders Ltd.

Ste. 105,, 10525 - 170 Street NW, Edmonton AB, Alberta, T5P4W2, Canada

Services:
Professional Investment Portfolio Management
Michael Hill

De Thomas Wealth

2417 Dougall Ave., Windsor, Ontario, N8X 1T3, Canada

Services:
PPPs, Wealth Management and Retirement Planning
Neil Craig

Gallagher

Wellington Square, CitiPlaza, 400-250 York Street,, London, ON, N6A 6K2, Canada

Services:
Retirement Plans
Robyn H. Latchman, CFP, CLU, EPC, RIBO

Latchman Insurance Broker Limited

1700 Langstaff Road, Suite 1001, Concord, ON, L4K 3S3, Canada

Services:
Estate, Financial and Insurance Planning
Jeff Millard

Park Place Financial

Hwy 7, Peterborough, Ontario, K9J6X7, Canada

Services:
Corporate and Personal Wealth/Risk/Tax planning
Carter Njovana

Blue Alpha Wealth

101 Duncan Mill Rd, Suite 108, Toronto, ON, M3B 1Z3

Services:
Financial Planning, Retirement Income Planning, Investment Planning
Barry Rebuck

Rebuck & Associates

20 Valleywood Drive, Unit 104A, Markham, Ont., L3R 6G1, Canada

Services:
Pensions, Annuities, Life Insurance, Group Insurance
Nick Giovannetti, CFP® CLU® CHS® CCS

Safebridge Private Wealth

12-25 Scarsdale Rd, North York, ON M3B 2R2

Services:
[ Investments | Insurance | Planning ] We Serve Individuals & Families, Corporations, Trusts and Charitable Organizations
Gordon Martin

Celernus Investment Partners Inc.

1001 Champlain Ave. Suite 302, Burlington, ON, L7L 5Z4, Canada

Services:
Portfolio management, wealth planning, investment fund management
Lisa Calleja

Sunrise Financial Planning & Debt Management Services Inc

27 Fir Avenue Ontario, St. Catharine's, ON, L2P 1B8, Canada

Services:
Financial Planning (exclusively)
Doug Buss CLU, CPCA, CFP, CEA, RWM

YourStyle Financial Inc.

1B - 2020 Portage Ave, Winnipeg, Manitoba, R3J 0K4, Canada

Services:
Financial Planning
Viren Parmar

Karma Financial

235 Yorkland Blvd, Suite 1200, Toronto, Ontario, M2J 4Y8, Canada

Services:
Wealth Management, Family Office, Discretionary/Managed Accounts, Alternative Investing, Insurance Planning, Group Benefits, PPP, Tax & Estate Planning, Business Planning
Umer Buksh CHS, EPC

Wealth Protection Services LTD.

5025 Yonge St. #200, North York, ON, M2N 5P2, Canada

Services:
Insurance Planning, Investment Planning, Pensions, Corporate Investments, Group Benefits, Mortgages, Private Lending
Gerald Peatz

Peatz & Associates business services

174Woodglen Grove SW, 174 Woodglen Grove SW, Calgary, Alberta, T2W4S8, Canada

Services:
Financial services, insurance
Peter Dobrich

Private Financial Group

1 Riverside Dr, Suite 303, Windsor, Ontario, N9A 5K3, Canada

Services:
Family Wealth Planning
Peyman Salari

Canadian Wiseinvest Inc

850,1185 W Georgia st, Vancouver, BC, V6E4E6

Services:
Financial advisory
Lauren Minogue

Connor, Clark & Lunn Private Capital

2300-1111 West Georgia St, Vancouver, British Columbia, V6E 4M3, Canada

Services:
Multi-asset discretionary portfolio management
Aaron Sabasch

ITI Financial Inc

201 - 611 Corydon Avenue, Winnipeg, Manitoba, R3L 0P3

Services:
Business Strategies, Charitable Giving, Estate Planning, Risk Management, Tax Planning, Fully Managed Accounts, Family Office
Jonathan Ross

Richardson Wealth

80 Grafton St Suite 500, Charlottetown, PEI, C1A 1K7

Services:
Comprehensive full service advise
Caleb Dunn

Park Place Financial

845 Hwy 7E, Peteroborough, Ontario, k9j 6x7

Services:
Financial planning
Rodney Power

Power Financial Services

2 B Pinsent Drive, Grand Falls - Windsor, NL, A2A 2R6

Services:
CLU Financial Advisor
Daniel Wilde

Advantage Securities

104 13th St N, Suite 276, Lethbridge, Alberta, T1H2R4

Services:
Discretionary Portfolio Management, Estate and Retirement Planning
Matthew Vetter

WealthSmart Securities of Aligned Capital Partners Inc.

9351 Glenacres Drive, Richmond, BC, V7A 1Y6

Services:
Portfolio Management, Estate and Insurance Planning
Adam Clay

Designed Securities Ltd / Financial Horizons Group

101-2275 Upper Middle Rd, Oakville, Ontario, L6H 0C3

Services:
Investment Management, Planning (Tax, Estate, Retirement Income, Insurance)
Alexandre Falet

Services Financiers Falet Capital inc

6360 jean talon est, 219, Montreal, Quebec, H1S1M8

Services:
Financial Planning
Greg Brown

Park Place Financial

190 Binnington Court, Kingston, ON, K7M 8R6, Canada

Services:
Personal and Corporate Planning Services
Julia Jenkins

Master Financial Services Corp

6606 Dover Road, Nanaimo, BC, V9V 1A6, Canada

Services:
Financial Planning, Pension & retirement consultant, Investments, Insurance
Hannah Giesbrecht

Doyenne Financial Ltd.

1-62 Don Valley Parkway, RM of Springfield, MB, R5R 0C9, Canada

Services:
Investments, Portfolio Management, Personal Pension Plans