Greater Toronto Area
Jonathan Tucker, CPA, CA, LPA, Tucker Professional Corporation
Email: jtucker@tuckerspc.ca
Tel: (800) 845-0540
Cell: (905) 601-5659
Address: 2-146 West Beaver Creek Road, Richmond Hill, ON L4B 1C2 (by appointment only)
David Lees, Lawyer, Mills and Mills LLP
E-mail: david.lees@millsandmills.ca
Tel: (416) 682-7159
Address: Suite 700 – 2 St. Clair Ave. W, Toronto, ON M4V 1L5
Website: www.millsandmills.ca
Practice Area: Litigation
Banasha Shah, Actuarial Consultant, Longevity Financial Group
Email: banasha@longevityfinancial.ca
Tel: (416) 994-6252
Address: 123 Commerce Valley Dr. East, Suite 300, Thornhill, ON L3T 7W8
Website: www.longevityfinancial.ca
Practice Area: Actuarial Consulting and Insurance Advice
Fraser Lang, CFP, CHS (Senior Vice President), Gordon B Lang & Associates – Actuaries & Consultants, IPP, HCSA, HAWP
Email: fraser.lang@gblinc.ca
Tel: (416) 941-9829
Address:121 Richmond Street West, Suite 503, Toronto, ON M5H 2K1
Website: https://gblinc.ca
Practice Area: Healthcare Professionals
Jade Anderson, Paralegal, Ontario Medical Association
150 Bloor Street West, Suite 900
Toronto, Ontario M5C 3C1
T 416-599-2580, ext 3810
E. jade.anderson@oma.org
Anya Carrigan, Paralegal
E-mail: Anya_carrigan@hotmail.com
Tel: (416) 569-5975
Address: 304 – 4 Grandstand Place, Toronto, ON M4H 1E3
Jon Walton, Practice Appraiser, MBC Brokerage
E-mail: jon@mbcbrokerage.ca
Tel: (519) 829-5953
Address: 15 Belvedere Dr., Oakville, ON L6L 4B5
Website: www.mbcbrokerage.ca
Practice Area: Dental, veterinarian, physicians
Peter Ott, Practice Appraiser, Peter Ott
E-mail: peter@peterott.ca
Tel: (905) 471-3145
Address: 445 Apple Creek Blvd, Suite 223, Markham, ON L3R 9X7
Website: www.peterott.ca
Phil Broomes, MD MedEd Counsel
Email: phil.broomes@md.ca
Tel: (416) 598-1442 ext. 2443
Address: 1100 – 522 University Ave, Toronto, ON M5G 1W7
Website: https://mdm.ca/contact-us/md-meded-counsel
Aristea Argyropoulos, Senior Account Manager: Business and Personal Health Care Professional, RBC Royal Bank
Email: aristea.argyropoulos@rbc.com
Cell: 416-409-8716
Practice Area: Senior Account Manager-Business and Personal Health Care Professional
Heather Silverston, Healthcare Banking, RBC Royal Bank
Email: heather.silverston@rbc.com
Tel: (905) 738-3909
Cell: (647) 282-6953
Address: 3300 Hwy 7 West, 2nd Floor, Concord, ON L4K 4M3
Practice Area: Healthcare Banking
Allen Wong, BridgeForce Financial Group – AWA Thornhill Branch
Email: allen@awaa.ca
Tel: (905) 882-1088 ext. 328
Address: 123 Commerce Calley Dr. E., Suite 300, Thornhill, ON L3T 7W8
Website: www.bridgeforcefinancial.com
Practice Area: Life Insurance Brokerage (MGA)
Tina Jakma, CFP, T Jakma Financial
Email: tina@tjakmafinancial.com
Tel: (647) 988-2852
Address: 300-123 Commerce Valley Dr. E., Thornhill, ON L3T 7W8
Website: https://www.tjakmafinancial.com/
Practice Area: Fee for service Financial Planning, Retirement Planning, Estate Planning, Education Planning, Life Insurance, Critical Illness, Disability Insurance
Evasia Patrianalos CFP®, CIM®, RBC Wealth Management | RBC Dominion Securities Inc.
Email: evasia.patrianakos@rbc.com
Tel: (416) 699-4294
Cell: (647) 280-5773
Address: 2175 Queen St. E., 2nd Floor, Toronto, ON M4E 1E2
Practice Area: Discretionary Portfolio Investment Management, Financial Planning, Practice Management, Tax Planning, Risk Management and Life Licensed Insurance Representative, Retirement and Estate Planning
Jason Caldwell, CIM, RBC Dominion Securities
Email: jason.caldwell@rbc.com
Tel: (905) 947-8346
Cell: (647) 975-8387
Address: 2 Bloor St. E., Suite 2300, Toronto, ON M4W 1A8
Linda Anderson, Certified Adult Educator, CTP, Dental Practice Management Coach and Trainer – Align Dental Management
E-mail: landerson@aligndental.ca
Cell: (905) 536-9308
Website: aligndental.ca
Frank Valicek, CFP, Manulife Securities Incorporated
Email: frank.valicek@manulifesecurities.ca
Tel: (416) 628-5761 ext. 236
Toll Free: (866) 275-5878 ext. 236
Cell: (416) 450-6036
Practice Area: Wealth & Investment Management, Financial Planning, Personal Insurance (life, disability, critical illness, office overhead, long-term care)
OMA Insurance
Contact OMA Insurance to speak with a non-commissioned insurance advisor
Email: info@omainsurance.com
Tel: (800) 758-1641
Website: www.omainsurance.com
Hamilton and Niagara
Jonathan Tucker, CPA, CA, LPA, Tucker Professional Corporation
Email: jtucker@tuckerspc.ca
Tel: (800) 845-0540
Cell: (905) 601-5659
Address: 21 King Street West, 5th Floor Hamilton, ON L8P 4W7 (by appointment only)
Sandie Baillargeon, Business Analyst/Dental Practice Management Advisor, Dental Office Consulting Services
E-mail: sbaillargeon1@cogeco.net
Tel: (905) 336-7624
Address: 1440 Grahams Line, Unit 1, Burlington, ON L7S 1W3
Website: www.dentalofficeconsulting.com
Practice Area: Dental Office Consulting
Joe Suriano, RBC
Commercial account manager, healthcare
100 King Street, 8th floor
Hamilton, Ontario L8P 1A2
Tel: 289-983-1195
E. joe.suriano@rbc.com
Southwestern Ontario
Jonathan Tucker, CPA, CA, LPA, Tucker Professional Corporation
Email: jtucker@tuckerspc.ca
Tel: (800) 845-0540
Cell: (905) 601-5659
Address: 380 Wellington Street, Suite 600, London, ON N6A 5B5 (by appointment only)
David Arntfield, McKenzie Lake Lawyers
E-mail: arntfield@mckenzielake.com
Tel: (519) 672-5666 ext. 318
Address: 140 Fullarton Street, Suite 1800, London, ON N6A 5P2
Website: www.mckenzielake.com
Practice Area: Corporate and Business Law, Commercial Law, Real Estate, Business and Financial Services
Barbara L. Blew, Lerners LLP
Email: BBlew@lerners.ca
Tel: (519) 640-6352
Address: 85 Dufferin Avenue, PO Box 2335, London, ON N6A 4G4
Website: https://lerners.ca
Practice Area: Business Law, Wills & Estates, Residential Purchase & Sales
Justine Zavitz, Zavitz Insurance Inc.
E-mail: justine@zavitzinsurance.com
Tel: (519) 667-0116
Address: 439 Dundas Street, London, ON N6B 1W1
Website: www.zavitzinsurance.com
Practice Area: Healthcare Advisor
Marc Lepage, MD Management Limited
Email: marc.lepage@md.ca
Tel: (519) 432-0883
Address: 1000-150 Dufferin Ave., London ON N6A 5N6