Membership Directory

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Ball, Wayne D.

BA, LL.B.

Category: Lawyer

Company: Not Provided

20 First Street,
Orangeville, ON L9W 2C7

Tel: 519.942.4492

Email: wayneball@rogers.com

Website:

Profile

Wayne is originally from Orangeville and has been practising law here since 1986. His areas of practice include Real Estate – Sales, Purchases and Mortgages, Business Law and Wills and Estates. Wayne works closely with clients and their other professional advisors to develop an estate plan which includes the preparation of Wills, Trusts, Joint Ownership and Powers of Attorney to implement clients’ individual needs while applying estate planning tools to minimize tax consequences. Wayne also represents and advises Estate Trustees and Beneficiaries in the administration of estates.

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Brown, Robert

BA, LL.B.

Category: Lawyer

Company: Stutz Brown & Self Professional Corporation

269 Broadway,
Orangeville, ON L9W 1K8

Tel: 519.941.7500

Email: rbrown@wstutzlaw.com

Website:

Profile

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Butchart, Christine

CFP, R.F.P., CFDS

Category: Financial Planner

Company: Assante Capital Mgmt.

115 Trafalgar Rd. Box 208,
Hillsburgh, ON N0B 1Z0

Tel: 519.855.4363

Email: cbutchart@assante.com

Website: https://www.assante.com/advisors/cbutchart/home.html

Profile

I have been working in the financial planning industry for over 30 years. I work to build long term relationships with clients, and assist them in making more informed financial decisions, to best suit their financial circumstances and objectives.

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Campbell, Catherine

CPA, CA

Category: Accountant

Company: Catherine M. Campbell Chartered Accountant

RR 5,
Orangeville, ON L9W 2Z2

Tel: 519.941.9730

Email: ccampbellca@aol.com

Website:

Profile

Accounting, Assurance, Personal and Corporate Tax

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Chacin, Luis

Category: Lawyer

Company: Carters

211 Broadway,
Orangeville, Ontario L9W 1K4

Tel: 519.942.0001

Email: lchacin@carters.ca

Website:

Profile

Carters Professional Corporation (Carters) is a dynamic full service law firm with fifteen lawyers, dedicated to providing a high standard of legal services and proactive advice. Carters provides assistance to clients in the Greater Dufferin and Caledon area, as well as across Canada and internationally through its offices in Orangeville, Toronto and Ottawa. Carters is the largest law firm in the Greater Dufferin Area, and has attracted a number of experienced lawyers, including five that have been ranked by Lexpert and three by The Best Lawyers in Canada, as leaders in their fields. Carters has also been rated by Chambers and Partners, an international rating service for lawyers. The lawyers and staff at Carters are committed to excellence in providing clients with complete legal solutions for their unique needs.

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Claridge, Nancy E.

BA, MA, LL.B.

Category: Lawyer

Company: Carters Professional Corporation

211 Broadway,
Orangeville, ON L9W 1K4

Tel: 519.942.0001 Ext.231

Email: nclaridge@carters.ca

Website: http://www.carters.ca

Profile

CARTERS PROFESSIONAL CORPORATION (Carters) is a dynamic full service law firm with fifteen lawyers, including one counsel, dedicated to providing a high standard of legal services and proactive advice. Carters provides assistance to clients regionally, across Canada and internationally through its offices and meeting locations in Ottawa, Toronto, Mississauga and Orangeville, Ontario. The lawyers and staff at Carters are committed to excellence in providing clients with complete legal solutions for their unique needs.

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Ecclestone, Ted

Category: Affiliate

Company: Ecclestone Financial Group Inc.

245 St. David St. N.,
Fergus, ON N1M 2J8

Tel: 519.843.5110

Email: edecclestone@efginc.ca

Website: http://www.efginc.ca

Profile

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Fitzpatrick, Jeffery

Category: Lawyer

Company: Church & Fitzpatrick, Jeffery B. Fitzpatrick Professional Corporation

28 First Avenue,
Orangeville, Ontario L9W 1H8

Tel: 519.941.8730

Email: church.law@rogers.com

Website:

Profile

Friendly central Orangeville firm of three lawyers and support staff, practising in Wills & Estate Planning, Estates, Real Estate, Business Law, Corporate, General Litigation, Family Law and Intellectual Property. We provide cost-effective, timely and experienced legal services to assist you.

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Gorelle, Lianne

B.Sc., LL.B

Category: Lawyer

Company: Robert Church & Associates

28 First Avenue,
Orangeville, ON L9W 1H8

Tel: 519-941-8730

Email: gorelle.law@rogers.com

Website: http://www.dufferinlawyers.com/

Profile

Friendly central Orangeville firm of 3 lawyers and support staff, practising in Wills & Estates, Family Law, Real Estate, Business Law, general litigation and Intellectual Property. We provide cost-effective, timely and experienced legal advice to assist you.

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Gray, Lara

CFP, CIM, FCSI, CFA, FMA

Category: Financial Planner

Company: Edward Jones

77 Broadway, Unit 1,
Orangeville, ON L9W 1K1

Tel: 519.938.9295

Email: lara.gray@edwardjones.com

Website:

Profile

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Hornseth, Margot L.

BA, LL.B.

Category: Lawyer

Company: Hornseth Law Office

12 First Street,
Orangeville, ON L9W 1H8

Tel: 519.941.2620

Email: mlhlaw@bellnet.ca

Website:

Profile

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Johnson, Lisa

CPA, CA

Category: Accountant

Company: BDO Canada LLP, Chartered Accountants and Advisors

77 Broadway,
Orangeville, ON L9W 1K1

Tel: 519.941.0681

Email: ljohnson@bdo.ca

Website: http://www.bdo.ca

Profile

At BDO, we believe that delivering exceptional client service is the foundation of our being a trusted advisor. With more than 100 offices from Vancouver to St. John’s, our 3,000 empowered professionals are committed to providing clients with practical advice and insight, tailored to their industry, unique priorities and ambitions. Through clear and open conversations, and with a focus on delivering value for money, we strive to exceed the expectations of our more than 50,000 business clients.

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Long, Shawn

CFP, CLU, RRC

Category: Financial Planner

Company: TD Wealth Private Investment Advice

89 Broadway Ave. 2nd Floor,
Orangeville, Ontario L9W1K2

Tel: 519-941-2125

Email: shawn.long@td.com

Website:

Profile

A life-long resident of Dufferin County, Shawn has grown up in the Hills of Headwaters and is familiar with the local community and its needs. As a CFP, CLU and RRC, Shawn’s Private Client practice works with mature and established clients. Our clients have come to expect solutions that are unique as they are. Our clients realize that it takes a team to be successful, and are looking for a collaborative team based approach to their wealth management needs. We design and manage comprehensive solutions for professionals, high net worth individuals, families and foundations. Our approach is disciplined and proven. Whether you prefer a managed portfolio or to participate more actively, our process is holistic, dynamic and tailored to your specific needs.

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McCutcheon, Susan

CPA, CGA

Category: Accountant

Company: BDO Canada LLP, Chartered Accountants and Advisors

77 Broadway,
Orangeville, ON L9W 1K1

Tel: 519.941.0681 Ext.2233

Email: smccutcheon@bdo.ca

Website: http://www.bdo.ca

Profile

BDO believes delivering exceptional client service is the foundation of being a trusted advisor. With a focus on delivering value for money, our tax advisors are an excellent resource to make year-round tax planning easy. In addition to assisting with annual tax compliance obligations, we work with families to plan an effective transition of business and family wealth. We ensure that a comprehensive estate and succession plan is in place to minimize income taxes, probate fees and other costs.

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McHenry, Lori

CFP, PFP, FICB, Vice President, Investment Advisor

Category: Financial Planner

Company: TD Wealth Private Investment Advice

89 Broadway,
Orangeville, ON L9W 1K2

Tel: 519.941.4460

Email: lori.mchenry@td.com

Website: http://www.lorimchenry.com

Profile

As an Advisor with TD Wealth, Private Investment Advice, I provide customized and comprehensive wealth management advice and investment solutions. By building a long lasting relationship with you, we can better help you plan for the long term and manage your wealth successfully for generations to come.

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Meek, Nadine

CFP, FMA, FSCI, CIM, CPCA

Category: Financial Planner

Company: BMO Nesbitt Burns

274 Broadway,
Orangeville, Ontario L9W 1L1

Tel: (519) 942-0061

Email: nadine.meek@nbpcd.com

Website: http://www.nadinemeek.com

Profile

As a Wealth Advisor at BMO Nesbitt Burns, I provide investment, financial planning and estate planning expertise to you and your family. I ensure you understand the investments you own, are comfortable with your financial plan, and confident that the decisions we make together will grow and protect your wealth.

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Pugh, Trevor

BSc(Eng), CFP

Category: Financial Planner

Company: Starview Financial Advisors

66 Starrview Crescent,
Mono, ON L9W 3W9

Tel: 519.941.4813

Email: tpugh@starviewfinancial.com

Website: http://www.starviewfinancial.com

Profile

I am an Orangeville native and joined the financial services industry in 2008 and later established Starview Financial Advisors in 2011 with Terry Sullivan CFP. At Starview Financial Advisors we provide comprehensive financial planning and independent investment and insurance advice to individuals, farm operations, business owners and their families. We provide exceptional, cost effective service to meet clients’ retirement, estate, tax and investment goals. As a Certified Financial Planner (CFP) and a graduate of the University of Guelph School of Engineering, I utilize my analytical skills to assist clients in bringing clarity to their financial picture.

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Quinlan, Peter

CFP CLU CHS

Category: Chartered Life Underwriter

Company: J. Peter Quinlan & Associates Financial Services Inc.

A-101 Main St West,
Shelburne, Ontario L9V3K3

Tel: 519-925-5264

Email: peter.quinlan@sunlife.com

Website:

Profile

I understand that life is busy for families today and it’s sometimes challenging to find the time to plan for your financial future. I’m committed to taking the pressure off by giving you the tools only an experienced advisor can provide. I’ll take the time to listen to your goals and dreams and help you build a road map to financial success. During my thirteen years as a Sun Life Financial advisor, I’ve seen our community change and grow. I believe that helping people and businesses build strong financial futures translates into a stronger local economy and community. Give me a call and together we can get started building a financial plan to help you achieve your goals and dreams.

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Sullivan, Terry

B.Sc., P.Ag., CFP

Category: Financial Planner

Company: Starview Financial Advisors

66 Starrview Crescent,
Mono, ON L9W 3W9

Tel: 519.941.4813

Email: tsullivan@starviewfinancial.com

Website: http://www.starviewfinancial.com

Profile

I started a client focused financial planning business in 1996 and with continued success and growth I established Starview Financial Advisors with Trevor Pugh CFP in 2011. At Starview Financial Advisors we provide comprehensive financial planning and independent investment and insurance advice to individuals, farm operations, business owners and their families. We provide exceptional, cost effective service to meet clients’ retirement, estate, tax and investment goals. I have more than 30 years of business and financial advisory experience and have obtained the Certified Financial Planner (CFP) and Professional Agrologist (P.Ag.) designations.

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Theeuwen, Bill

CPA, CGA

Category: Accountant

Company: FW Johnson, Chartered Accountants

245 Broadway,
Orangeville, ON L9W 1K6

Tel: 519.941.3921

Email: btheeuwen@fwjohnson.com

Website: http://www.fwjohnson.com

Profile

Accounting, Auditing, Payroll and Tax Services. Business and Computer Consulting, Estate Planning

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Vinden, Melissa

CPA, CA

Category: Accountant

Company: RLB LLP

25 First Street,
Orangeville, Ontario L9W 2C8

Tel: 519-938-8873 x 521

Email: melissa.vinden@rlb.ca

Website: http://www.rlb.ca

Profile

Melissa and the team at RLB recognize that individuals work hard all their life to build what they have, and it is important to ensure that their assets are protected today and tomorrow. We can help provide peace of mind when it comes to their estate and transferring their personal or business assets. We work with our clients to build a comprehensive estate plan that will protect the their needs and that of their family and the next generation.

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Ward, Patricia Sproule

BBA, LL.B.

Category: Lawyer

Company: Mullin Thwaites Ward LLP

25 First Street, PO Box 67,
Orangeville, ON L9W 2Z5

Tel: Not Provided

Email: psprouleward@mtwlawoffice.com

Website:

Profile

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Whalen, Christine

MBA, CA, CMA, CBV

Category: Accountant

Company: Whalen Professional Corporation

A3-633419 Highway 10,
Mono, ON L9W 6Z1

Tel: 519.941.5526

Email: cwhalen@whalenpc.ca

Website: http://www.whalenpc.ca

Profile

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White, Stephen F.

BA, LL.B.

Category: Lawyer

Company: White Law Professional

30 Mill Street,
Orangeville, ON L9W 2M3

Tel: 519.941.9440

Email: stephenwhite@bellnet.ca

Website: http://www.whitelaw.pro

Profile

Steve White grew up in Orangeville and has been practicing law in the community for 33 years. Over the years (1980-2006) he built a general practice with Mr. Justice Peter N. Bourque. Justice Bourque was appointed to the Ontario Court of Justice in 2006. Steve has significant experience in the areas of wills, powers of attorney, and estate administration; real estate and mortgage transactions; and corporate and commercial work for closely held companies.

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Willoughby, Jocelyn

CFP

Category: Financial Planner

Company: TD Wealth Private Investment Advice

89 Broadway, 2nd Floor,
Orangeville, Ontario L9W 1K2

Tel: 519-941-1137

Email: jocelyn.willoughby@td.com

Website: http://www.jocelynwilloughby.ca

Profile

My passion is helping people prepare long-term, personalized financial plans to help them navigate through their options, while ensuring they still reach their goals. With my 20 years of financial industry experience, and a team of specialists available at my fingertips, I am able ensure that my clients receive high quality, realistic advice. I specialize in identifying tax efficient investment and retirement income strategies, and I am able provide truly personalized portfolios with a wide variety of 3rd party financial solutions!

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Zanardo, Steven

CFP, FSCI, FMA

Category: Financial Planner

Company: National Bank Financial

163 First Street,
Orangeville, ON L9W 3J8

Tel: 905.456.7557

Email: steven.zanardo@nbf.ca

Website: http://advisors.nbfwm.ca/en/steven-zanardo/

Profile

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