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Estate Planners’ Council of Halton

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Member Directory

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Insurance/Investment Advisors
Accountants
Professionals
Lawyers

Angela Fennelow

Angela Fennelow, BBA, CFP, CHS

Financial Advisor

AnthonyFalco

Anthony Falco, CPA, CA

Accountant

Barbara Wigle

Barbara Wigle

Estate Professional

Dahlia Burnett, B.Sc., LLQP

Financial Planner

Luzon, David

David Luzon, JD(US)

Lawyer

DonSteele

Don Steele, CFA, CAIA, CEPA, FEA

Founder | Principal Advisor

Ginny

Ginny Arnott-Wood, BA, CFP®, CIM®

Wealth Advisor & Associate Portfolio Manager

GoshaSekhon

Gosha Sekhon, LL.B., TEP

Lawyer

Jasmine-sweatman

Jasmine Sweatman, JD, LLM, TEP, EPC, CPCA

Lawyer

Jaya

Jaya Mootoo

Estate Professional

Jennifer (Jenn) Aubertin, CIM, CFP

Financial Advisor

jordan matters

Jordan Matters CPA, CA, CIM

Financial Advisor

DeVries, Justin

Justin de Vries, LLB

Lawyer

Les Ross

Les Ross, PFP, CIM, MFA-P

Estate Professional

Masha Brar

Masha Brar LLB (Hons), TEP

Lawyer

Masha Brar, LLB(Hons), TEP

Lawyer

Stevenson_Matt_

Matthew Stevenson

Financial Advisor

Mike Taglieri

Michael Taglieri, CFP

Financial Advisor

Monique J Charlebois

Monique Charlebois, LLB

Lawyer

Burton-Vulovic, Nancy

Nancy Burton-Vulovic, BA, MEd, JD

Lawyer

Smith, Zoe

Nozomi (Zoe) Smith, JD, LLM, TEP, CEA

Lawyer

Richard Rizzo, CPA, CA, CPA(Malta)

Accountant

Roger_Wardell

Roger Wardell, RIS

Financial Advisor

Sarah Sunnucks

Sarah Sunnucks

Estate professional

Stolpmann, Shari

Shari Stolpmann, CPA, CA

Accountant

Sharon-Davis

Sharon Davis

Lawyer

Shirley_Tom

Shirley Tom, C.Dir, CEA, FCPA, FCGA, LPA

Accountant

ShruthiRaman

Shruthi Raman, LLB, LLM, TEP

Lawyer

Goodfellow Stephen

Stephen Goodfellow, B.Comm

Financial Advisor

suzanna-winsborough

Suzanna Winsborough, CFP, CLU, LLB, TEP

Lawyer

tracy-capstick

Tracy Capstick, CPA, CA, LPA

Accountant

TristenAudet

Tristen Audet, JD

Lawyer

Troy

Troy McLean B.A, LL.B

Estate Professional

Vivek Swaminathan

Vivek Swaminathan, CPA, CA

Accountant

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