Bristish Columbia

Appleton-Benko, Shelly
Designation(s): BA, CIWM, FCSI, CFDS
Email: sappleton@odlumbrown.com
Phone Number: 604.844.5327
Address, City, Province, Postal Code:

1100-250 Howe Street, Vancouver, British Columbia V6C 3S9

Membership Valid Until: 01.10.2020
Arruda, Lucy
Designation(s): CFP, RRC, CFDS
Email: lucy.arruda@investorsgroup.com
Phone Number: 604.316.8848, 1.800.667.3318 Ext. 6412
Address, City, Province, Postal Code:

101 – 2001 McCallum Road, Abbotsford, Bristish Columbia V2S 3N5

Keyword(s) Search may match: Chilliwack, Abbotsford, Langley, Surrey, Fraser Valley

Membership Valid Until: 01.10.2019
Taking on new clients: Yes, please contact
Designation(s): CFP, R.F.P., CLU, CIM, FCSI, CFDS
Email: tbh@rgfwealth.com
Phone Number: 604.737.6708
Address, City, Province, Postal Code:

Rogers Group Financial – 1701 West Broadway, Vancouver, British Columbia V6J 1Y3

Keyword(s) may match: RGF Integrated Wealth Management Ltd

Membership Valid Until: 01.10.2020
Designation(s): CFP, CFDS
Email: scharbonneau@md.ca
Phone Number: 250.719.7222
Address, City, Province, Postal Code:

10509 Sherman Dr, Lake Country, British Columbia V4V 1W2

Membership Valid Until: 31.10.2020
Dalton, David
Designation(s): CFP CLU CHS CPCA CFDS
Email: david.dalton@probity.ca
Phone Number: 778.241.1186
Address, City, Province, Postal Code:

202-7491 Vedder Road, Chilliwack, British Columbia, V2R 6E7

Membership Valid Until: 01.10.2020
Taking on new clients: Yes, please contact
Designation(s): CFP, CCMMP, FMA, CNLP, CFDS
Email: adavis@siriusstrategiccoach.com
Phone Number: 800.814.3905
Address, City, Province, Postal Code:

302-841 McBridfe Blvd, New Westminster, British Columbia V3L 2C3

de Roca-Chan, Cecilia
Designation(s): CPA, CGA, CFDS
Email: Cecilia.derocachan@kempharvey.com
Phone Number: 604.937.3444
Address, City, Province, Postal Code:

210-1140 Austin Avenue, Coquitlam, British Columbia, V3K 3P5

Keyword(s) search may match: CFDS, divorce specialist, accounting, audit, financial projections, bookkeeping

Membership Valid Until: 01.10.2020
Taking on new clients: Yes, please contact
Designation(s): CFP, CIM, CeFT, FDS, CCS, FCSI, CFDS
Email: kevin@greenrockfinancialgroup.com
Phone Number: 604-503.5678
Address, City, Province, Postal Code:

200 – 7404 King George Blvd, Surrey, BC, V3W 1N6

Keywords: Divorce, Cash Flow, Planning

Membership Valid Until: 01.10.2020
Taking on new clients: Yes, please contact
Huck, Angela
Designation(s): MBA, CIM, CFDS
Email: ahuck@cclgroup.com
Phone Number: 604.891.2365 or 1.800.879.0169
Address, City, Province, Postal Code:

2300-1111 West Georgia Street, Vancouver, BC, V6E 4M3

Keyword(s) may match: Divorce Specialist

Membership Valid Until: 31.10.2020
Taking on new clients: Yes, please contact
Hurlburt, Cathie
Designation(s): CFP, CLU, RFP, CHS, FMA, CFDS
Email: churlburt@assante.com
Phone Number: 604.678.3096
Address, City, Province, Postal Code:

800-650 W. Georgia St, Vancouver, British Columbia V6B 4N8

Membership Valid Until: 31.10.2020
Taking on new clients: Yes, please contact
Kanwar, Madhu
Designation(s): CFA, CFP, CFDS, MBA
Email: madhukanwar@elixirconsulting.ca
Phone Number: 604.761.7043
Address, City, Province, Postal Code:

11371 #2 Road, Richmond, BC, V7E 2E6

Membership Valid Until: 01.10.2020
Taking on new clients: Yes, please contact
Designation(s): PFP, CFDS
Email: pam.katunar@raymondjames.ca
Phone Number: 250.405.2455
Address, City, Province, Postal Code:

1175 Douglas St Suite 1000 10th Floor, Victoria, British Columbia V8Q 2E1

Membership Valid Until: 01.10.2020
Taking on new clients: Yes, please contact
Le Nobel, Renée
Designation(s): CPA, CA, FPSC Level 1 Certificant, CFDS
Email: renee@reneelenobel.com
Phone Number: 604.736.6848
Address, City, Province, Postal Code:

599 West 20th Avenue, Vancouver, British Columbia V5Z 1X8

Membership Valid Until: 31.10.2020
Taking on new clients: Yes, please contact
Designation(s): CFP, RRC, BA, CFDS
Email: anne.leistner@cibc.com
Phone Number: 250.469.3400 ext. 349
Address, City, Province, Postal Code:

6-10051 Highway 97, Winfield, British Columbia V4V 2P2

Membership Valid Until: 01.10.2020
Designation(s): B. Comm., CFP, CPA (CMA), CFDS
Email: ronp@rspinvest.com
Phone Number: 604.425.1145
Address, City, Province, Postal Code:

15367 Buena Vista Ave, White Rock, British Columbia V4B 1Y7

Membership Valid Until: 01.10.2020
Designation(s): CPA, CGA, CFP, CFDS
Email: lyn@perry-consultants.com
Phone Number: 250.762.5272
Address, City, Province, Postal Code:

16-4100 Gallaghers Parkland, Kelowna, British Columbia V1W 3Z8

Membership Valid Until: 01.10.2020
Taking on new clients: Not at this time
Designation(s): CFP, CFDS
Email: bettina@bpstrategies.ca
Phone Number: 250.713.8735
Address, City, Province, Postal Code:

1605 Bay Street, Nanaimo, British Columbia, V9T 2Z8

Membership Valid Until: 01.10.2020
Taking on new clients: Yes, please contact
PORTER, James
Designation(s): CPA, CA, CFDS
Email: james.porter@ca.gt.com
Phone Number: 250-995-3385
Address, City, Province, Postal Code:

650-1675 Douglas Street, Victoria BC, V8W 2G5

Keywords- CPA, CA, tax, accountant, private company, butterfly, tax-efficient, tax deferred

Taking on new clients: Yes, please contact
Rasmussen, Anna-Marie
Designation(s): B. Comm, CFP, CLU, CHU, CFDS
Email: anna-marie.rasmussen@igprivatewealth.com
Phone Number: 250.762.7548
Address, City, Province, Postal Code:

Landmark6, Floor 6, 1631 Dickson Ave, Kelowna, BC, V1Y 0B5

Keyword; Divorce, Separation, Collaborative, Divorce financial specialist

Membership Valid Until: 01.10.2020
Taking on new clients: Yes, please contact
Schock, Allan
Designation(s): CFP, CFDS
Email: al.schock@cibc.ca
Phone Number: 250.314.3882
Address, City, Province, Postal Code:

400 275 Lansdowne St, Kamploops, British Columbia V2C 1X8

Membership Valid Until: 31.10.2020
Taking on new clients: Yes, please contact
Schulze, Lisa
Designation(s): CLU, CFP, CFDS, RRC
Email: lisa.schulze@investorsgroup.com
Phone Number: 250.492.8806 ext. 225
Address, City, Province, Postal Code:

206-300 Riverside Dr, Penticton, British Columbia V2A 9C9

Membership Valid Until: 31.10.2020
Taking on new clients: Yes, please contact
Siemens, Kam
Designation(s): CFP, CFDS, DBA
Email: kam.siemens@investorsgroup.com
Phone Number: 778.634.2808
Address, City, Province, Postal Code:

104-4644Lazelle Avenue, Terrace, British Columbia V8G 1S6

Membership Valid Until: 31.10.2020
Taking on new clients: Yes, please contact
Designation(s): CA, CPCA, CFDS
Email: tsterling@sterlingfinancial.ca
Phone Number: 250.857.1857
Address, City, Province, Postal Code:

101-860 View Street, Victoria, British Columbia V8W 3Z8

Membership Valid Until: 31.10.2020
Taking on new clients: Yes, please contact
Sukul, Lisa
Designation(s): CFP, EPC, Bcomm, CFDS
Email: planningbylisa@gmail.com
Phone Number: 604.781.7139
Address, City, Province, Postal Code:

3187 Venables Street, Vancouver, British Columbia,  V5K 2S3

Keyword(s) main match: Divorce, finance, collaborative, Vancouver, Richmond, Lower Mainland BC

Membership Valid Until: 31.10.2020
Taking on new clients: Yes, please contact
Designation(s): PFP, CFP, CFDS
Email: tracytheemes@raymondjames.ca
Phone Number: 604-221-1562
Address, City, Province, Postal Code:

4343 West 11th Avenue, Vancouver BC, V6R 2L9

Membership Valid Until: 01.10.2020
Designation(s): CFP, CLU, CFDS
Email: kennedy.diane@cfmws.com
Phone Number: 250-339-6847
Address, City, Province, Postal Code:

1625 Military Row, P.O. Box 400, Lazo, British Columbia, V0R 2K0

Membership Valid Until: 31.10.2020
Designation(s): CFDS, CAIB, CFP, CHS, CIM, CIWM, CLU, DMS, FCSI, MTI
Email: lourensleroux@shaw.ca
Phone Number: 604.466-2067
Address, City, Province, Postal Code:

22963 139 Ave, Maple Ridge, BC, V4R 2X4

Membership Valid Until: 01.10.2021
Taking on new clients: Yes, please contact