The following advisors endorse the SuccessCare^® Program's holistic approach to transition planning. Their role is to guide you and your family through the transition planning process so you can ultimately develop a plan that meets your specific needs.

Western Canada

Name	Frank Allen
Organization	The Frank Allen Financial Group Inc.
Service Areas	Vancouver & Vancouver Island
Phone	250-753-2101
Email	frank@frankallenfinancial.com
Website	www.frankallenfinancial.com

Name	Diane E. Friedman
Organization	Wolrige Mahon LLP
Service Areas	Vancouver / Western Canada
Phone	604-684-6212
Fax	604-688-3497
Email	dfriedman@wolrigemahon.com
Website	www.wolrigemahon.com

Prairie Provinces 
 

Name	Jerry Gedir
Organization	Continuity Resources Group
Service Areas	Western Canada
Phone	306-668-7575
Fax	306-933-2466
Email	jgedir@continuity.ca
Website	www.continuity.ca

Name	George Hamel
Organization	George A. Hamel Professional Corporation
Service Areas	Northern Alberta / Saskatchewan
Phone	780-416-2829
Fax	780-416-2820
Email	gahamel@shaw.ca

Name	Bevin Leipert
Organization	Leipert Financial Group
Service Areas	Saskatchewan / Western Canada
Phone	306-359-0776
Fax	306-757-0776
Email	info@leipertfinancial.com
Website	www.leipertfinancial.com

Name	Irene A. Seiferling
Organization	Board Dynamics
Service Areas	Saskatchewan / Western Canada
Phone	306-665-2233
Email	iseiferling@boarddynamics.ca
Website	www.boarddynamics.ca

Ontario

Name	Len and Jeff Davies
Organization	Davies Legacy Planning Group Inc.
Service Areas	Ontario, Canada
Phone	519-678-3862
Fax	519-678-3401
Email	info@davieslegacy.ca
Website	www.davieslegacy.ca

Name	Terri Heggum-Allen
Organization	Loftus Allen & Co.
Service Areas	Toronto / Ontario / Canada
Phone	905-566-7333 or 1-866-749-9228
Fax	905-337-8260
Email	tha@loftusallen.com
Website	www.loftusallen.com

Name	J. Douglas McLarty
Organization	McLarty & Co.
Service Areas	Ontario
Phone	613-729-2602
Fax	613-726-9009
Email	dmclarty@mclartyco.ca
Website	www.mclartyco.ca

Name	Lynn Lewis, Senior Wealth Advisor
Organization	ScotiaMcLeod
Service Areas	Southern Ontario
Phone	905-896-6480
Fax	905-896-6474
Email	lynn_lewis@scotiamcleod.com

Name	Jeff Noble
Organization	Noble Advice
Service Areas	South Western Ontario / Ontario
Phone	519-761-2468
Email	jp@nobleadvice.com
Website	www.nobleadvice.com

Name	Don Pearson
Organization	Woods Pearson & Associates
Service Areas	South Western Ontario / Ontario
Phone	519-786-4877
Fax	519-786-2761
Email	dpearson@woodspearson.com

Name	Jim Sanderson
Organization	Jim Sanderson Group / ScotiaMcLeod
Service Areas	Southern Ontario
Phone	416-945-4844
Fax	416-487-5893
Email	jim_sanderson@scotiacapital.com
Website	www.jimsandersongroup.com
Name	David Somerville
Organization	Capital Wealth Management
Service Areas	Southern Ontario
Phone	905-682-5789
Fax	905-682-2378
Email	dsomerville@capital-wealth.ca
Website	www.capital-wealth.ca

Name	Harvey Taraday, CA, CMC
Organization	Prenick Langer LLP
Service Areas	Greater Toronto Area / Southern Ontario
Phone	416-224-2000 ext. 135
Fax	416-224-2376
Email	hgt@prenicklanger.com
Website	www.prenicklanger.com

Name	Brent VanParys
Organization	VanParys Micacchi Shippey & Warnick LLP
Service Areas	South Western Ontario
Phone	519-539-6109
Fax	519-421-1339
Email	brent@vmswca.com
Website	www.vmswca.com

Eastern Canada

USA

Name	Joe Basil
Organization	SuccessCare U.S.A. / Next Point LLC
Service Areas	Upper New York State / Canada
Phone	716-847-1485 ext. 106
Cell	716-583-1869
Fax	716-847-1488
Email	joe@successcare.com / basil@nextpointllc.com
Website	www.successcare.com / www.nextpointllc.com