| Peter Vaughan | Title: Principal and Co-founder | Company: Relationship Enterprise | Location: North Vancouver, British Columbia | |
| Peter Weinstein | Title: Managing Director | Company: KSV Advisory | Location: Toronto, Ontario | |
| Petia Koleva | Title: n/a | Company: n/a | Location: Calgary, Alberta | |
| Phil Kriszenfeld | Title: Business Family Advisor and Mediator | Company: Transitions Mediation and Consulting Group | Location: Dundas, Ontario | |
| pierre cloutier | Title: Life Insurance Broker | Company: Services Financiers Cloutier et Associés | Location: montreal, Quebec | |
| Purdeep Sangha | Title: President | Company: Sangha Worldwide | Location: Stoney Creek, Ontario | |
| R L Kirk O’Brien | Title: Director, Wealth & Tax Planning | Company: BMO Private Wealth | Location: Victoria, British Columbia | |
| Randy Semenchuck | Title: Senior Wealth Advisor and Portfolio Manager | Company: RBC Wealth Management – Dominion Securities | Location: Regina, Saskatchewan | |
| Raymond Loucks | Title: Director, Tax | Company: Tranquility Tax Solutions | Location: Burnaby, British Columbia | |
| Rhona Stanislaus | Title: Senior Manager - Family Office | Company: KPMG Family Office | Location: Kelowna, British Columbia | |