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

Andrea Lavergne,CFA

Connor, Clark and Lunn Private Captial

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
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