FIND AN ADVISOR

OUR LOCATIONS

ALBERTA

Olds – Corporate Branch

5 – 5016 50 Ave. Olds, AB, T4H 1S4
P: 403-556-3271
F: 403-556-3255

Website

  • Capital Estate Planning – Independent Branch
    Randy Olson, Financial Advisor
    Maureen Stone, Financial Advisor
    TGS Pavilion: 4222 – 97th Street NW, Edmonton, AB, T6E 5Z9

    P: 780-463-6128
    TF: 1-800-661-8755 (Alberta only)
    F: 780-462-7523
    maureen.stone@investdfsi.ca

  • Capital Estate Planning – Independent Branch
    Randy Olson, Financial Advisor
    Maureen Stone, Financial Advisor
    TGS Pavilion: 4222 – 97th Street NW, Edmonton, AB, T6E 5Z9

    P: 780-463-6128
    TF: 1-800-661-8755 (Alberta only)
    F: 780-462-7523
    maureen.stone@investdfsi.ca

  • McFarlane Agencies (1967 Ltd.) – Independent Branch
    100-100 Stockton Avenue Box 882, Okotoks, AB, T1S 1A9

    P: 403-938-4898
    TF: 1-800-267-4898
    F: 403-938-5437
    info@mcfarlaneagencies.com
    Website

  • Derek Schmidt – Independent Branch
    4, 52001 Rge Road 275 Spruce Grove, AB, T7X 3V2
    P: 780-944-9253
    F: 780-963-2855
    derek.schmidt@investdfsi.ca

BRITISH COLUMBIA

  • Linda Nephin – Independent Branch
    1444 Columbia Avenue, Suite 106, Castlegar, BC, V1N 3K3
    P: 250-365-2975
    F: 250-365-2910

  • Emma San Juan, Branch Manager – Mutual Funds – Independent Branch
    2232 McAllister Ave., Unit D, Port Coquitlam, BC, V3C 2A5
    P: 604-474-1844
    F: 604-474-1843
    emma.sanjuan@investdfsi.ca
  • Lisanne Saucy – Independent Branch
    2232 McAllister Ave., Unit D, Port Coquitlam, BC, V3C 2A5
    P: 604-941-4964
    DL: 604-475-1845
    F: 604-941-4669
    lisanneharris@investdfsi.ca
  • Martin Harris, CFP, Branch Principal – Independent Branch
    2232 McAllister Avenue, Unit D, Port Coquitlam, BC, V3C 2A5
    P: 604-941-4964
    F: 604-941-4669
    martin.harris@investdfsi.ca

  • Craig Di Rocco – Independent Branch
    11440 7th Ave., Richmond, BC, V7E 5Y7
    P: 778-228-4535
    F: 604-272-0947
    craig.dirocco@investdfsi.ca
  • Dana Di Rocco – Independent Branch
    11440 7th Ave. Richmond, BC, V7E 5Y7
    P: 604-351-1187
    F: 604-272-0947
    dana.dirocco@investdfsi.ca

  • Reid Liske – Independent Branch
    Box 838, 272 Alexander St. NE, Salmon Arm, BC, V1E 4N9
    P: 250-832-9966
    reid.liske@investdfsi.ca

  • Troy Andersen – Independent Branch
    16741 84A Avenue, Surrey, BC, V4N 4W2
    P: 604-341-5686
    andersen@investdfsi.ca

MANITOBA

Kilcona – Corporate Branch

Unit 5A - 3 Reenders Drive, Winnipeg, MB, R2C 5K5

P: 204-925-7420

F: 204-334-7396

Website

St. Vital – Corporate Branch

1510 St Mary's Rd, Winnipeg, MB, R2M 3V7
P: 204-925-7423
F: 204-255-0682

Website

  • Love & Persson – Independent Branch
    Melissa MacQuarrie – Branch Principal/Branch Manager: melissa@lpgwealth.ca
    Branch Administrative Staff: joanne@lpgwealth.ca
    103 Main St N, Dauphin MB, R7N 1C1
    P: 204-622-7640
    F: 204-622-7615
    Website

  • Doug Morningstar Financial – Independent Branch
    Office Adddress: 117 North Railway St W, Deloraine, MB
    Mailing Adddress: PO Box 695, Deloraine, MB, R0M 0M0
    P: 204-747-2186
    F: 204-658-3308
    doug.morningstar@investdfsi.ca

  • Lewis & Jones Group Ltd. – Independent Branch

    David Jones – Branch Principal: David.Jones@investdfsi.ca
    Brooklyn Scott – Branch Principal: Brooklyn.Scott@investdfsi.ca       
    Curtis Dickson – Branch Manager: Curtis.Dickson@investdfsi.ca

    Mailing Address: P.O. Box 1000, Killarney, MB, R0K 1G0
    Physical Address: 532 Broadway Ave, Killarney, MB, R0K 1G0
    P: 204-523-4922
    F: 204-523-7117
    Website: https://www.lewisandjonesgroup.com/ 

  • Andrew Agencies - Reston – Independent Branch
    126 - 4th Street, Reston, MB, R0M 1X0
    P: 204-748-3944
    F: 204-748-1747

  • Andrew Agencies - Russell – Independent Branch
    126 Main Street N, Box 1000, Russell, MB, R0J 1W0
    P: 204-748-3944
    F: 204-748-1747

  • Andrew Agencies - St Rose Du Lac – Independent Branch
    635 Central Avenue, St Rose Du Lac, MB, R0L 1S0
    P: 204-447-2177

  • Andrew Agencies - Virden – Independent Branch
    Jacy Whyte – Branch Principal/Manager: jacy.whyte@investdfsi.ca
    362-7th Avenue South, Box 1508, Virden, MB, R0M 2C0
    P: 204-748-3944
    F: 204-748-1747

NEW BRUNSWICK

  • Darlene Hersey – Independent Branch
    77 Golden Grove Rd. Suite 1A, Saint John, NB, E2H 1W6
    P: 506-639-5051
    dhersey@invdfsi.ca

ONTARIO

Ottawa – Corporate Branch

Unit G, 1679 Carling Ave, Ottawa, ON, K2A 1C4

P: 613-729-1455

F: 613-722-8992

Website

Aurora – DFSI Referral Branch

333 First Commerce Drive, Aurora ON L4G 8A4

P: 1-877-906-5551

  • John Fischer – Independent Branch
    92 Caplan Avenue, Suite 401, Barrie, ON, L4N 9J2
    P: 705-726-7526
    F: 1-866-257-9213
    jfischer@investdfsi.ca
 

  • Brian McCabe - North Blenheim Mutual Ins. Co. – Independent Branch
    11 Baird St. North, Bright, ON, N0J 1B0 (ICS Address)
    P: 519-454-4476
    F: 519-454-8785
    brian.mccabe@investdfsi.ca

  • David Love – Independent Branch
    3455 Harvester Road, Unit 24, Burlington, ON, L7N 3P2
    P: 905-634-8834
  • Joshua Davie – Independent Branch
    3455 Harvester Road, Unit 24, Burlington, ON, L7N 3P2
    P: 905-634-8834
    F: 905-634-8831
    Advisor Website
    josh@vpfinancialgroup.com
  • Philip Davie – Independent Branch
    3455 Harvester Road, Unit 24, Burlington, ON, L7N 3P2
    P: 905-634-8834
    F: 905-634-8831
    Advisor Website
    phil@vpfinancialgroup.com

  • Forgrave Financial – Independent Branch
    Brooklyn Allan: brooklyn.allan@investdfsi.ca
    49 Doxsee Avenue South, Campbellford, ON, K0L 1L0
    P: 705-653-2528
    F: 705-653-5050
    TF: 1-877-438-3494

  • Brent Bradley – Independent Branch
    3099 Carp Road Box 340, Carp, ON, K0A 1L0
    P: 613-839-7777
    F: 905-492-9011
    brent.bradley@investdfsi.ca

  • Glenn Hayter – Independent Branch
    320 Victoria Street, Clinton, ON, N0M 1L0
    P: 519-482-5888
    F: 519-482-5627
    glenn.hayter@investdfsi.ca

  • James Horton – Independent Branch
    1608-1320 Islington Avenue, Etobicoke, ON, M9A 5C6
    P: 416-621-4594
    jim.horton@investdfsi.ca

  • Gilles Turbide – Independent Branch
    200-300 Terry Fox Drive, Kanata, ON, K2K 0E3
    P: 613-599-6100
    F: 613-599-7100
    gilles.turbide@investdfsi.ca
  • Graeme Baird – Independent Branch
    200-300 Terry Fox Drive, Kanata, ON, K2K 0E3
    P: 613-599-6100
    F: 613-599-7100
    gbaird@grbairdfin.com
  • Roxanna Grecco – Independent Branch
    200-300 Terry Fox Drive, Kanata, ON, K2K 0E3
    P: 613-599-6100
    rgrecco@bairdbenefitsplus.com
  • Tom MacLeod - Financial Advisor & Insurance Agent – Independent Branch
    200-300 Terry Fox Drive, Kanata, ON, K2K 0E3
    P: 613-599-6100
    F: 613-599-7100

  • Erb and Erb Insurance Brokers – Independent Branch
    Michael Onotsky, CFP
    203-99 Northfield Dr EWaterloo, ON N2K 3P9
    P: 519-804-9269
    F: 519-741-1977
    michael.onotsky@investdfsi.ca

  • Jacquie Fraser – Independent Branch
    8674 CONC 11 RR #1, Moorefield, ON, N0G 2K0
    P: 519-343-3095
    F: 519-343-3661
    jacquie.fraser@investdfsi.ca

  • Kim Campbell – Independent Branch
    89 Bowes Street, Unit C, Parry Sound, ON, P2A 2L8
    P: 705-746-2108
    F: 705-746-2168
    kim.campbell@investdfsi.ca

  • Brent Timm – Independent Branch
    206 Main Street, Unit 2M, Picton, Ontario, K0K 2T0
    P: 613-801-2490
    F: 613-801-2490
    brentwtimm@investdfsi.ca

  • Laura Johansen – Independent Branch
    885 Progress Ave Suite LPH06, Scarborough, ON, M1H 3G3
    P: 416-289-6211
    F: 416-289-4746
  • Steve Papulkas – Independent Branch
    169 Hiscock Blvd, Scarborough, ON, M2G 1T8
    P: 416-439-0124
    steve.papulkas@investdfsi.ca

  • Charles West – Independent Branch
    4 Southwick Street, St-Thomas, ON N5R 3R6
    P: 519-637-7777
    charles.west@investdfsi.ca
  • Peter Manfredi - Branch Principal/Manager – Independent Branch
    4 Southwick Street, St-Thomas, ON N5R 3R6
    P: 519-637-7777
    pete@cmgwealth.ca
  • Ryan Walker – Independent Branch
    2 Second Avenue, St-Thomas, ON, N5R 5S7
    P: 519-637-7700
    ryan.walker@investdfsi.ca
  • Sheri Caldwell – Independent Branch
    4 Southwick Street, St-Thomas, ON, N5R 3R6
    P: 519-637-7777
    F: 519-637-2388
    sheri@cmgwealth.ca
  • Steve McVittie – Independent Branch
    4 Southwick Street, St-Thomas, ON, N5R 3R6
    P: 519-637-7777
    steve.mcvittie@investdfsi.ca

  • Miriam Irving – Independent Branch
    1674 John Street, Thornhill, ON, L3T 1Y9
    P: 905-709-7728
    F: 905-707-8560
    miriam.irving@investdfsi.ca

SASKATCHEWAN

Regina – Corporate Branch
1804 Victoria Avenue East, Regina, SK, S4N 7K3
P: 306-525-2561
F: 306-757-5872
Website

Saskatoon – Corporate Branch

330 20th St E, Saskatoon, SK, S7K 0A7
P: 306-242-1188
F: 306-242-1220

Website

  • Manor Agencies – Independent Branch
    Robert Soroka
    #7 Broadway Street, Box 205, Redvers, SK, SOC 2HO
    P: 306-45-3393
    F: 306-452-3207
    robert.soroka@investdfsi.ca

  • Christopher Mossing – Independent Branch
    215-3251 Eight St. E., Saskatoon, SK, S7H 0W5
    P: 306-954-2006
    F: 306-952-2059
  • Amity Trust - Saskatoon – Independent Branch
    Russell Willems – Certified Financial Planner
    rwillems@investdfsi.ca
    Cameron Enns – Certified Financial Planner
    cameron.enns@investdfsi.ca
    116 La Ronge Rd, Saskatoon, SK, S7K 8E5
    P: 306-945-4749
    F: 306-945-2225
  • Ron Gretchen – Independent Branch
    530 Guelph Crescent, Saskatoon, SK, S7H 4R4
    P: 306-373-6137
    F: 306-956-3141
    ron.gretchen@investdfsi.ca
  • Brenda Kazakoff – Independent Branch
    226-3501 8th St. E., Saskatoon, SK, S4Y 1B9
    P: 306-244-8880
    F: 306-956-3141
    lkazakoff@shaw.ca 

  • Amity Trust - Swift Current – Independent Branch
    Russell Willems, CFP
    423 – 1 Springs Dr., Swift Current, SK S9H 3X6
    P: 306-945-4749
    F: 306-945-2225
    rwillems@investdfsi.ca
  • Amity Trust – Swift Current – Independent Branch
    Michael Smart – Investment Fund Advisor
    423 – 1 Springs Dr., Swift Current, SK, S9H 3X6
    P: 306-945-4749
    F: 306-945-2225
    michael.smart@investdfsi.ca

  • Amity Trust - Waldheim (Head Office) – Independent Branch
    Russell Willems, CFP
    3005 Central Ave, Box 40, Waldheim, SK S0K 4R0
    P: 306-945-4749
    F: 306-945-2225
    rwillems@investdfsi.ca

Amity Trust - Warman - Independent Branch

Cameron Enns - Certified Financial Planner
#15 - 900 Centennial Blvd., Warman, SK, S0K 4S1
P: 306-945-4749
F: 306-945-2225
cameron.enns@investdfsi.ca