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R. BARRY SOPER, CEA
Financial Advisor & CFP

North Vancouver, BC Contact

Barry Soper, Certified Financial Planner, and licensed financial advisor since 1998, is a seasoned professional with 25 prior years of experience in business, mortgages, real estate investment and development, giving him the depth of knowledge and life… Read more »

Area serviced: North Vancouver, BC; Vancouver, BC; West Vancouver, BC

604-986-3481

Noemi Sorger, CEA
Wealth Advisor

Toronto, ON Contact

Area serviced: Toronto, ON

4169837366

Roderick Soutar, CEA
Financial Consultant

North York, ON Contact

Area serviced: North York, ON; Toronto, ON; Durham, ON; Halton, ON; Metro Toronto, ON

416-491-7400

Bill Southall, CEA
Senior Financial Advisor

Stoney Creek, ON Contact

Area serviced: Stoney Creek, ON

(905)664-3005

Gian Paulo Spangaro, CEA
Senior Wealth Advisor

Oakville, ON Contact

Since 1996, I have owned a financial advisory practice providing education and empowering my clients to make smart, informed decisions about their money.
I believe that an educated client is a satisfied client and that financial success is a matter… Read more »

Area serviced: Oakville, ON

905.469.2404

Dylan Spence, CEA
President

Headingley, MB Contact

We assist our clients in the three “W’s” of wealth: wealth creation, wealth preservation, and intergenerational wealth transfer.
At Astoria Wealth Management, our approach is holistic, comprehensive and tailored specifically to you. We understand… Read more »

Area serviced: Headingley, MB; Winnipeg, MB; Western Manitoba, MB; Brandon, MB; La Salle, MB; Winkler, MB; Portage la Prairie, MB; The Pas, MB; Niverville, MB; Stonewall, MB; Steinbach, MB

204-384-1496

D. Scott Spence CFP, CFDS, CIM, FCSI, CEA
Principal, Financial Consultant

Winnipeg, MB Contact

Area serviced: Winnipeg, MB

204.222.4253

Aaron Spink, CEA
Vice President and Market Manager

Edmonton, AB Contact

Aaron Spink is the Vice President & Market Manager for TD Private Wealth Management in Edmonton. He leads a team of Wealth Advisors, Senior Private Bankers, and Wealth Professionals, providing exceptional customer service and… Read more »

Area serviced: Edmonton, AB

7804086187

Thomas Spinks, CEA
Associate Portfolio Manager

Guelph, ON Contact

Area serviced: Guelph, ON

519-836-9910

Adrian Spitters, FCSI®, CFP®, FMA®, CEA
President

Abbotsford, BC Contact

Adrian is a Senior Partner with Rockmoor Wealth Management and specializes in advanced corporate wealth planning solutions. Adrian is a Certified Financial Planner (CFP), a Fellow of the Canadian Securities Institute (FCSI), a Financial Management… Read more »

Area serviced: Abbotsford, BC; Burnaby, BC; Chilliwack, BC; Coquitlam, BC; Kelowna, BC; Cranbrook, BC; Kimberley, BC; Langley, BC; Maple Ridge, BC; Mission, BC; New Westminster, BC; North Vancouver, BC; Osoyoos, BC; Kamloops, BC; White Rock, BC; Whistler, BC; West Vancouver, BC; West Kelowna, BC; Vernon, BC; Vancouver, BC; Surrey, BC; Richmond, BC; Delta, BC; Penticton, BC

(604) 855-6846

Debbie Stanley, CEA
Estate Consultant

Guelph, ON Contact

I love working on puzzles, putting the pieces together to achieve a spectacular, sometimes surprising result is truly rewarding. I use this approach when I am working with my client’s finances….it is just like a puzzle, each piece needs to be analyzed… Read more »

Area serviced: Guelph, ON

5193621872

Jeanne Stapleton, CEA
CFP

East Hants, NS Contact

Area serviced: East Hants, NS

17097464546

Glen Steinson, CEA
Financial Advisor

Goderich, ON Contact

Professional office with four full time Advisors and four support staff.
Read more »

Area serviced: Goderich, ON

519-524-5222

Peter Stewart, CEA
BA(Hons), CFP, CEA

Trenton, ON Contact

Area serviced: Trenton, ON

6139677153

Stephanie Stewart, CEA
Advanced Case Consultant

Pickering, ON Contact

Area serviced: Pickering, ON

14169953863

Area serviced: Toronto, ON

Area serviced: North York, ON; Toronto, ON; Durham, ON; Halton, ON; Metro Toronto, ON

Area serviced: Stoney Creek, ON

Area serviced: Oakville, ON

Since 1996, I have owned a financial advisory practice providing education and empowering my clients to make smart, informed decisions about their money.

I believe that an educated client is a satisfied client and that financial success is a matter of choice, not chance. I love to help people make informed financial choices to develop a strategic plan so that they can turn their dreams into reality.

Life changes such as divorce, death or retirement can be very stressful and the financial industry can be overwhelming and confusing. I help people make informed decisions when it comes to taxation, savings, investments, education and estate and succession planning. I can help to ensure your estate is well prepared.

Staying current with all aspects of investment and financial planning is very important to me. As a testament to this I have earned my Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations to ensure I provide the highest quality of advice across a wide range of topics.

My client are always impressed with my responsiveness - to connect with me please email me at gpspangaro@ipcsecurities.com or call me at 905.469.2404.

Area serviced: Headingley, MB; Winnipeg, MB; Western Manitoba, MB; Brandon, MB; La Salle, MB; Winkler, MB; Portage la Prairie, MB; The Pas, MB; Niverville, MB; Stonewall, MB; Steinbach, MB

We assist our clients in the three “W’s” of wealth: wealth creation, wealth preservation, and intergenerational wealth transfer.

At Astoria Wealth Management, our approach is holistic, comprehensive and tailored specifically to you. We understand that your financial plan should be unique to you, your business and your life goals. As your needs grow in complexity throughout life’s different stages, we work closely alongside you and we can call on a team of outside professionals in order to assist in delivering the best possible solutions.

Area serviced: Winnipeg, MB

Second Half Solutions is a boutique financial planning firm, specializing to create client financial awareness through a transparent and accountable process. Scott Spence is the founder / principal of Second Half Solutions Ltd. Scott's diverse financial background spans decades in professional experience in accounting, institutional and personal finance and conflict resolution. Scott is an active / committed member of the community and has participated as a director of several regional non-profit organizations.

Area serviced: Edmonton, AB

Aaron Spink is the Vice President & Market
Manager for TD Private Wealth Management in Edmonton. He leads a team of Wealth Advisors, Senior Private Bankers, and
Wealth Professionals, providing exceptional customer service and
financial advice to our high value clients. Aaron has worked with
TD Bank since 2005, across Edmonton & Calgary, and his previous roles have
included Branch Manager, Finance Analyst, and multiple Financial Advisor
roles. Aaron is a BSc in Electrical Engineering and a BComm in
Finance. He is a designated Professional Financial Planner.

Area serviced: Guelph, ON

Having worked in the financial services industry since 1987, Adrian has comprehensive experience in helping his business and farm clients and their accounting and legal professionals establish a foundation from which a fair and equitable family business or farm transition process can begin while securing their family wealth and legacy.

Adrian comes from a family business background. He grew up on a dairy farm on Nicomen Island near Mission, B.C., and has immediate family and relatives operating dairy, poultry and crop farms.

Having gone through a poorly executed farm succession process with his own family, Adrian uses his comprehensive wealth advisory experience to help business and farm families avoid the mistakes his father made.

Adrian lives in Abbotsford, BC with his wife Anne and youngest daughter Mikaela. Adrian has two adult daughters; Vanessa who lives in Abbotsford BC. and Mandy who lives in Kimberly, BC.

Adrian is the Fraser Valley Chapter Chair of the Canadian Association of Farm Advisors (CAFA) and member of the Estate Planning Council of Abbotsford.

Adrian is also the author of four books on the topics of wealth management, business succession planning and farm succession planning. His books are available on Amazon.ca.

Area serviced: Guelph, ON

Another passion of mine is helping people, this passion naturally guided me into my specialty with Estates and Trusts. Helping a client plan and navigate through such a difficult time in their lives is truly rewarding. This may be through a variety of ways such as Executor Support Services and Professional Executor Services..

Outside of the office I volunteer on several committees within the wonderful community of Guelph, as well as can always be found at local parks walking my Labrador Retriever (or he is walking me!)

Area serviced: East Hants, NS

Area serviced: Goderich, ON

Professional office with four full time Advisors and four support staff.

Area serviced: Trenton, ON

Peter has over 20 years in financial services, having begun with Met Life and later moving to RBC Royal Bank. A Certified Financial Planner, he a founding partner in The NAV Group Incorporated in Trenton, Ontario, and is licenced for mutual funds in Ontario, Quebec, Nova Scotia, New Brunswick, Alberta and British Columbia, as well as licenced for life insurance in Ontario and Quebec and mortgages in Ontario. The NAV Group Incorporated does many hundreds of personal tax returns per year.

Area serviced: Pickering, ON