| Richard Mason | Title: VP, Senior Investment Counsellor | Company: BMO Private Wealth | Location: Rockwood, Ontario | |
| Richard Voss | Title: Director, Wealth Strategies | Company: CIBC Private Wealth Management | Location: Toronto, Ontario | |
| Richard Voss | Title: Director, Wealth Strategies | Company: CIBC Private Wealth Management | Location: Toronto, Ontario | |
| Rick Green | Title: Wealth Strategist, Founding Partner | Company: Sagium | Location: Calgary, Alberta | |
| Rick Green | Title: Wealth Strategist, Founding Partner | Company: Sagium | Location: Calgary, Alberta | |
| Rob Cole | Title: Director, Principal, CEO | Company: ATB Securities | Location: Edmonton, Alberta | |
| Rob Cole | Title: Director, Principal, CEO | Company: ATB Securities | Location: Edmonton, Alberta | |
| Robert (Bob) Izatt | Title: Senior Estate Planning Advisor | Company: TD Wealth | Location: Aurora, Ontario | |
| Robert (Bob) Izatt | Title: Senior Estate Planning Advisor | Company: TD Wealth | Location: Aurora, Ontario | |
| Robert (Bob) Skeat | Title: Vice President, Portfolio Manager | Company: RBC Wealth Management – Dominion Securities | Location: Toronto, Ontario | |