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Referring Firms

 

 

BDO
Firm: 
BDO
Location: London, Ontario
Phone: 519-432-5534
Advisor: 
Jonathan Townsend, Tom Mathies & Anne Rawlings
Website: www.bdo.ca
 

Doxsee Wealth Management
Location: Mississauga, Ontario
Phone: 905-403-9001
Contact:
Keith Doxsee
Website: www.doxseewealth.com


DJB Wealth Management Inc.
Firm:
Durward Jones Barkwell & Company LLP
Location: Niagara/Hamilton/Halton
Phone: 905-945-5439
Advisors: Brad Giroux/Wade Dempsey
Website: www.djb.com

 

Ford Keast Wealth Management
Firm:
 Ford Kest LLP
Location: London, Ontario
Phone: 519-679-9330
Advisor: Gareth Whiteside
Website: www.fordkeast.com 

 

Good Redden Klosler Wealth Management
Firm: Good Redden Klosler Inc.
Location:
Simcoe, Ontario
Phone: 519-426-6603
Advisor:
Scot Bolton, Bruce Shoff, Crystal Lauwerier
Website: www.goodwealthmanagement.com

 

Jean Shippey Professional Corporation
Location:
Woodstock, Ontario
Phone: 519-539-2081
Advisor: Jean Shippey

 

Kendall Sinclair & Partners Financial Services
Firm:
Kendall, Sinclair, Cowper & Daigle LLP
Location: North Bay, Ontario
Phone: 705-498-6666
Advisors: 
Joe MacDonald
Website: www.ks-finservices.ca

 

MA|C Financial Services Inc.

Firm: MA|C LLP

Location: Waterloo, Ontario

Phone: 519-725-2600
Advisor:Shane Cartwright
Website: http://www.mac-ca.com/our-services/wealth-management

 

 

MW&Co. Wealth Management 
Firm: MW & Co. Professional Corporation
Location: Woodstock, Ontario
Phone: 519-539-6109
Advisor: Ryan Grevers

Website: www.mwcopc.com

 

RMP Financial Services Inc.
Location: Windsor, Ontario
Phone: 519-944-9941
Advisor: 
Laura Senay 

 

Royal City Investment Corporation
Firm:
RLB LLP
Location: Guelph, Ontario
Phone: 519-822-2610
Advisor:
John Reaume
Website: www.rlb.ca

 

SBC Financial Services Ltd.
Firm:
SB Partners LLP
Location: Burlington, Ontario
Phone: 905-632-6134
Advisor:
Stephen Szak
Website: www.sbpartners.ca

 

Skrypnyk Group Wealth Management Inc.
Firm:
Skrypnyk Group Professional Corporation
Location: London, Ontario
Phone: 519-672-3154
Contact: Peggy Shaw
Website: www.skrypnykgroup.com

 

T & B West Coast Investments Inc.
Firm:
Takalo & Burt Chartered Accountants
Location: Lucknow, Ontario
Phone: 519-528-2213

Website: www.takaloburt.ca

 

Ward & Uptigrove Wealth Management Inc.
Firm:
Ward & Uptigrove Chartered Accountants
Location: Listowel, Ontario
Phone: 519-291-4803
Advisors: 
Mich Landry

Website: www.wardanduptigrove.com

 

Wilkinson Financial Services
Firm:
Wilkinson & Company LLP
Location: Trenton, Ontario
Phone: 613-392-2593
Advisor:
Marianne Cowlard
Website: www.wilkinson.net

 
Wellington Financial Planning
Firm:
Tonin & Co. LLP
Location: Guelph, Ontario
Phone: 519-763-4007
Advisor:
Josie DiLeonardo
 
 
 
 
 
 
 

 

 

 

 
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