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Financial Institution Members
The Honour Roll

Member
Address
Contact

A
ABC Investments Corporation
Affiliate Member
122 Court House Square
Goderich, ON N7A 1M8
John Little
Phone: (519) 524-2773
Fax: (519) 524-1726
  Assante Financial Management Ltd.
Regular Member
2 Queen St.E, 19th Floor
Toronto, ON M5G 3G7

Lorenzo Calabrese
Phone: (416) 681-7126
Fax: 1-800-449-4408

B Barry J.Robinson Estate & Trust Administration
Regular Member
Suite #403, 140 King Street
Peterborough, ON. K9J 7Z8
Barry Robinson, RDB
Phone: (705) 743-3996
Fax: (705) 743-3920
Brian J. Evans Financial Services
Regular Member
Unit #2, 38 Toronto Street N.
Uxbridge, ON, L9P 1E6
Brian Evans, RDB
Phone: (905) 852-3184 
Fax: (905) 852-9040
Brittain Group Financial Group Inc.
Regular Member
50 King St., Suite 201
Brantford, ON, N3T 3C9
Katherine Williams
Phone: (519) 756-7171
Fax: (519) 756-6133
Bruce R. Kerr Insurance & Investments
Affiliate Member
456 Main Street 
Winchester, ON, K0C 2K0
Jeff Riddell
Phone: (613) 774-2456
Fax: (613) 774-0371
       
C ConservativeInvestors’ Services
Regular Member

700 – 2 Bloor St.W
Toronto, ON, M4W 3R1

Mary Rygiel
Phone: (416) 323-5788
Fax: (416) 323-5771

John Frankel
Phone: (416) 323-5788
Fax: (416) 323-5771
Cornerstone Financial Group
Affiliate Member
201 Durham St.E, Box 1590
Walkerton, ON N0G 2V0
Steven Westman
Phone: (519) 881-2525
Fax: (519) 881-1812
       
D DIA Financial Incorporated / DBS
Affiliate Member

10 Milner Business Court, #812
Scarborough, ON, M1B 3C6

Richard Blake
Phone: (416) 293-6666
Fax: (416) 293-6206

Delaney Investment Services
Affiliate Member
Suite 107, The Antian Corporate Centre
1122 Wellington St.
Ottawa, ON K1Y 2Y7
Howard Delaney
Phone: (613) 724-5849 
Fax: (613) 233-5995
Deposit Broker Services Inc.
Regular Member
122 Court House Square
Goderich, ON N7A 1M8
John Little
Phone: (519) 524-4464
Fax: (519) 524-5802
Dollars & Cents Investments Inc.
Associate Member
80 Richmond Street, Heritage Square 
Amherstburg, ON, N9V 1E9
Connie McGuire, RDA
Phone: (519) 736-4811 
Fax: (519) 736-7690
Bev Bondy, RDB
Phone: (519) 736-4811 
Fax: (519) 736-7690 
Frances DeDona
Phone: (519) 736-4811 
Fax: (519) 736-7690 

Chip Thrasher
Phone: (519) 736-4811 
Fax: (519) 736-7690 
Bonnie Hamelin
Phone: (519) 736-4811 
Fax: (519) 736-7690 
Dundee Private Investors Inc.
Regular Member
1 Adelaide St.E, Suite 2700
Toronto, ON, M5C 2V9
Guiti Tabeshfard
Phone: (416) 350-3400
Fax: (416) 350-3207
3790 Victoria Pk. Ave. Unit 102
North York, ON, M2H 3H7
Michael Harding, RDB
Phone: (416) 491-6699
Fax: (416) 491-5796
17705 Leslie St, Suite 101 
Newmarket, ON, L3Y 3E3
Bill McTavish
Phone: (905) 898-4228 
Fax: (905) 898-4878 
449 The Queensway South, Suite 100
Keswick, ON L4P 2C9
Kelly Wood
Phone: (905) 989-1616
Fax: (905) 476-6436
DNL Financial Services
Regular Member

38 Colonnade Rd.N
Nepean, ON K2E 7J6

Noella Emard
Phone: (613) 727-1021
Fax: (613) 727-1410
       
E Evergreen Financial
Regular Member
66 Coldwater St. E., Suite 200 
Orillia, ON, L3V 1W5
Jane Tremblay, RDB
Phone: (416) 350-5020
Fax: (416) 350-2393
       
F Farm Mutual Financial Services
Regular Member
1305 Bishop St. N.
Cambridge, ON, N3H 5C6
Cheryl Hamilton
Phone: (519) 740-1194 
Fax: (519) 740-9272 
The Financial Centre of Collingwood
Regular Member
59 Hurontario Street
Collingwood, ON L9Y 2L7
Sharon Goldsworthy
Phone: (705) 445-5628
Fax: (705) 445-8555
Financial Planners Quinte Inc.
Affiliate Member

3 Prince Edward Street
Brighton, ON, K0K 1H0

Peter D.Tytler
Phone: (613) 475-5623
Fax: (613) 475-5023
Finnegan Insurance Brokers Ltd. /DBS
Affiliate Member

49 Gore St.E
Perth, ON, K7H 1Z5

Sylvia James
Phone: (613) 267-3788
Fax: (613) 267-5166

Fiscal Agents
Regular Member
25 Lakeshore Road West,
P.O. Box 5000 
Oakville, ON, L6J 5C7
David J. Newman, RDB
Phone: (905) 844-7700 
Fax: (905) 844-8552 
Rob Whipp
Phone: (905) 844-7700 
Fax: (905) 844-8552 
Ron Collum
Phone: (905) 690-3070
Fax: (905) 844-8552
Veronika Bulycheva
Phone: (905) 844-7700 
Fax: (905) 844-8552 

Stefany Sleightholm
Phone: (905) 844-7700 
Fax: (905) 844-8552 
Forgrave Financial Inc.
Regular Member
49 Doxsee Ave. s.,
P.O. Box 1299 
Campbellford, ON, K0L 1L0
Lynn Forgrave
Phone: (705) 653-2528 
Fax: (705) 653-5050 
       
G Gaiser Kneale Insurance Brokers Inc.
Affiliate Member
284 Main Street
Exeter, ON N0M 1S6
Jon Gaiser
Phone: (519) 235-2420
Fax: (519) 235-1025
Gibb-Carsley Financial Services
Regular Member
65 Wilson St. W.
Perth, ON, K7H 2N6
John Gibb-Carsley
Phone: (613) 267-4812
Fax: (613) 264-1130
GIC Advantage Plus
Associate Member
4 Mountain Ave. S. 
Stoney Creek, ON, L8G 2V4
Vicki McNaught
Phone: (905) 662-9817
Fax: (905) 664-1801
GIC Financial Services
Regular Member
Golf Links Centre
Suite 203-34 Stonechurch Rd. West
Ancaster, ON, L9K 1P4
Jerry Flanigan
Phone: (905) 304-7574
Fax: (905) 304-5198
GIC & Income Exchange
Regular Member
235 Yorkland Blvd. Suite 1200
Toronto, ON M2J 4Y8
Kevin Rotenberg
Phone: 416-787-1366
Fax: 416-787-5763
GICbroker.com
Regular Member
63 Wood River Bend, Box 176
Sutton, ON, L0E 1R0
Tom Glover
Phone: (905) 726-9206
Fax: (905) 722-0180
GICdirect.com Financial Services
Affiliate Member
36 Water Street
Port Perry, ON L9L 1B7
Tom Rowett
Phone: (905) 985-1926
Fax: (905) 985-4320
12th Floor, 20 Bay Street
WaterPark Place
Toronto, ON M5J 2N8
Bob Malas
Phone: (416) 313-2899
Fax: (416) 766-6265
Golden Financial Services
Regular Member
31 Cambridge St. S 
Lindsay, ON, K9V 3B7
Shelley L. Golden, RDB
Phone: (705) 328-0001 
Fax: (705) 328-1533 
    Gloria Evenson
Phone: (905) 304-7574
Fax: (905) 304-5198
    Raymond Kalvaitis
Phone: (905) 304-7574
Fax: (905) 304-5198
   

Julie Shea
Phone: (905) 304-7574
Fax: (905) 304-5198
Golden Gate Financial Planners Ltd.
Provisional Member

70 York Street, Suite 1260
Toronto, ON M5J 1S9

Ernest Anderson
Phone: (416) 777-1010
Fax: (416) 777-9015

       
H Hayden Annuity & Retirement Counsellors Insurance Agency Ltd.
Regular Member

1202 – 67 Yonge Street
Toronto, ON, M5E 1J8

Patricia Hayden
Phone: (416) 864-0669
Fax: (416) 864-0721

Heritage Education Funds Inc.
Regular Member

2005 Sheppard Ave.E, #700
Toronto, ON, M2J 5B4

Robert Coleman
Phone: (416) 758-5811
Fax: (416) 502-2555

Heritage Group Financial Services
Regular Member
920 Princess Street, Suite 104
Kingston, ON, K7L 1H1
Bill Hopson
Phone: (613) 547-7600 
Fax: (613) 547-4336 
100-666 Kirkwood Ave.
Ottawa, ON, K1Z 5X9
Karen Beswick
Phone: (613) 722-9999
Fax: (613) 722-2107
Hub Capital Inc. / Hub Financial Inc.
Regular Member
3700 Steeles Avenue W., Suite 1001
Woodbridge, ON, L4L 8M9
Gerri Sefi
Phone: (905) 264-1634 x2015
Fax: (866) 289-6761
Hub International Ontario Limited
Regular Member
33 Princess St., Suite 501 
Leamington, ON, N8H 5C5
Polly Moauro
Phone: (519) 326-4844 
Fax: (519) 326-0736
       
I Independent Accountants' Investment Group
Regular Member
145 Main St. E. 
Listowel, ON, N4W 2B5
Ian Moorhouse
Phone: (888) 686-6643
Fax: (888) 679-9988
Independent Planning Group
Regular Member
6165 Main Street
Stouffville, ON L4A 4H8
Carol Clements
Phone: (905) 642-4540
Fax: (905) 642-4537
Independent Retirement Planners Inc. / Dundee Private Investors
Associate Member
863 Princess Street, Suite 202
Kingston, ON, K7L 5N4
Gitta Hebbard
Phone: (613) 546-5444
Fax: (613) 546-8847
Investment Planning Council Inc.
Regular Member
2680 Skymark Avenue, 7th Floor
Missisauga, ON, L4W 5L6
Stephen Carson
Phone: (905) 212-9799 x302
Fax: (905) 212-9330
The Investment House of Canada
Regular Member
1033 Bay St.W, Suite 221
Toronto, ON, M5S 3A5
Sanjiv Sawh
Phone: (416) 237-5983
Fax: (416) 926-9525
       
J J. Stephen McCann Insurance Broker Ltd.
Regular Member
221 John Street
Eganville, ON, K0J 1T0
Teresa Plotz
Phone: (613) 628-2617
Fax: (613) 628-6836
Jack D. Stewart Investment Services
Regular Member
23 King St. E. 
Bolton, ON, L7E 1C2
Peter Stewart 
Phone: (905) 857-1711 
Fax: (905) 857-8125 
J. D. Stewart & Associates
Regular Member
10504 Islington Ave 
Kleinburg, ON, L0J 1C0
Larry W. Saunders
Phone: (905) 893-0043 
Fax: (905) 893-0967
J.P. Paquette Holding Inc.
Regular Member

368 Front Rd.W
L'Orignal, ON, K0B 1K0

Jean-Pierre Paquette
Phone: (613) 675-4177
Fax: (613) 675-4178
John Moore Insurance Broker Ltd.
Regular Member
31 Mill Street 
Dublin, ON, N0K 1E0
Mary Ann Verberne
Phone: (519) 345-2512 
Fax: (519) 345-2011
       
K Keith W. Burling Investments
Regular Member
435 Park Avenue
Newmarket, ON, L3Y 1V9
Keith Burling
Phone: (905) 895-5730
Fax: (905) 895-5730
       
L Ling and Gilpin Limited
Associate Member
250 Sydenham Street, Suite 408 
London, ON, N6A 5S1
James Ling
Phone: (519) 438-0046 
Fax: (519) 438-0046 
Listowel Insurance Agency & Investment Centre
Regular Member
406 Wallace Avenue North 
Listowel, ON, N4W 1L3
Ron Willis 
Phone: (519) 291-1353 
Fax: (519) 291-1371 
       
M MGM Financial Services Inc.
Affiliate Member
1060 Guelph St., Lower Level
Kitchener, ON N2B 2E3
Brad Gascho
Phone: (519) 570-9322 x333
Fax: (519) 570-2298
Milton M.Drash & Associates
Provisional Member

32 Brockington Cres.
Toronto, ON, M3H 4T1
Milton Drash
Phone: (416) 638-0504
Fax: (416) 638-5047
Monarch Wealth Deposit Group Inc.
Regular Member
4950 Yonge Street, Suite 202
North York, Ontario M2N 6K1
Jacqueline Boddaert
Phone: (416) 250-5188
Fax: (416) 250-8881
The Money Broker Inc.
Regular Member
48 Talbot St.W, Box 2039
Blenheim, ON N0P 1A0
Lisa Lucio
Phone: (519) 676-8106
Fax: (519) 676-3207
Mortgage Funding
Regular Member
129 Dunlop Street East 
Barrie, ON, L4M 1A6
Murray Sussman
Phone: (705) 726-0981 
Fax: (705) 722-3904
       
N NBCN
Regular Member
250 Yonge Street, 19th Floor
Toronto, ON, M5B 2L7
John Stonley
Phone: (416) 542-2288
Fax: (416) 869-3937
       
P Page & Associates/
Worldsource Financial
Associate Member
9993 Yonge St.
Richmond Hill, ON, L4C 1T9
Frank Miemiec
Phone: (905) 508-8220
Fax: (905) 884-3365
Partners in Planning Ins.
Regular Member
51 Sykes St. N.
Meaford, ON, N4L 1A5
Todd Campbell
Phone: 1-800-567-1941
Fax: (519) 538-1599
Percentage Plus Investment & Insurance
Regular Member
202 Main Street North
Brampton, ON; L6V 1P1
Laurence Shepley
Phone: (905) 455-0888
Fax: (905) 455-7904
Principals of Personal Finance
Regular Member
8111 Yonge St., Suite 108
Thornhill, ON, L3T 4V9
Craig Hanson
Phone: (905) 731-8008
Fax: (905) 731-8072
       
Q Quadrus Investment Services
Regular Member
255 Dufferin Ave. T374
London, ON, N6K 4K1
Sean Downey
Phone: (519) 435-6311
Fax: (877) 814-6492
       
R Richard H.Kizell Insurance Agency Ltd.
/ Independent Planning Group Inc.
Associate Member
204 Princess Street
Kingston, ON, K7L 1B2
Richard H. Kizell
Phone: (613) 548-3031
Fax: (613) 548-7306
Royal City Asset Management
Regular Member

21 Lewis Road
Guelph, ON, N1H 1E9

Wayne Linton
Phone: (519) 822-8021
Fax: (519) 822-4979

Rudy Holland
Provisional Member

179-13300 Tecumseh Rd.E
Tecumseh, ON, N8N 4R8

Rudy Holland
Phone: (519) 817-8766
Fax: (519) 735-9912

RWB Financial Ltd.
Regular Member
130 Centre Street 
St. Thomas, ON, N5R 2Z9
Nancy Watson
Phone: (519) 631-4724
Fax: (519) 631-0557
       
S Scugog Financial Services Inc. / DBS
Affiliate Member
250 Queen Street
Port Perry, ON L9L 1B9
David Powell
Phone: (905) 985-3832
Fax: (905) 985-4103
Select Wealth Management Ltd.
Affiliate Member
116 King St.
Brockville, ON, K6V 3P9
Craig Molson
Phone: (613) 345-6657
Fax: (613) 345-7414
Sholdice Financial Services Inc.
Regular Member
472 Turnberry St., Box 69
Brussels, ON, N0G 1H0
Susan Alexander
Phone: (519) 887-2662
Fax: (519) 887-2671
       
W W.H. Scrivens Financial Services Limited
Regular Member
270 MacLaren Street
Ottawa, ON, K2P 0M3
David Scrivens
Phone: (613) 236-9101 
Fax: (613) 236-0856 
Affiliate Member   Jane Dunlop
Phone: (613) 782-1123
Fax: (613) 236-0856
    Suzanne D’Aoust
Phone: (613) 782-1122
Fax: (613) 236-0856
Worldsource Financial Management Inc.
Regular Member
625 Cochrane Dr., Suite 700
Markham, ON L3R 9R9
GIC Department
Phone: (905) 940-0044
Fax: (905) 415-0184
       
Y Y.I.S. Financial Inc.
Regular Member
215 Scott Street 
St. Catharines, ON, L2N 1H5
Sharon Olesin
Phone: (905) 937-3920 
Fax: (905) 646-0003 

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