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SeeWhy Learning

SeeWhy Financial Learning Inc. is a Canadian financial services exam preparation company. All of SeeWhy Learning's exam prep materials and study tools are created in-house by professional, industry-leading, expert trainers and course writers. Online, email and telephone support are also in-house and staffed by industry and IT experienced team members....

Queensbury Securities Inc Queensbury Strategies Inc Queensbury Insurance Brokers Inc

Queensbury is a group of financial services companies. Our advisors provide their clients with a variety of insurance and investment solutions. Queensbury Securities Inc is a member of IIROC and Queensbury Strategies Inc is a member of the MFDA. Since our founding in 1987, we have kept our focus on...

Purpose Investments

Purpose Investments is a prominent Canadian asset management firm established in 2012 by CEO Som Seif. Based in Toronto, the company manages over $23 billion in assets, serving individual investors, financial advisors, and institutions. Purpose focuses on creating better investment outcomes through innovative strategies, achieving significant growth in assets under...

Keybase Financial Group

Keybase Financial Group is an independent financial services firm based in Richmond Hill, Ontario, with a presence across Canada. Founded in 1997, the company serves over 22,000 clients by providing tailored wealth management and investment solutions. Keybase operates as a level 4 dealer with its own clearing house, ensuring unbiased...

Invesco Canada

Invesco Canada is a subsidiary of Invesco Ltd., a global investment management firm established in 1935 and headquartered in Atlanta, Georgia. Founded in 1981, Invesco Canada serves Canadian investors by providing a range of specialized financial products and services. The company offers investment management solutions, including mutual funds, exchange-traded funds...

IFSE Institute

The IFSE Institute is a prominent provider of financial services education in Canada, established in 1967. As the educational arm of the Investment Funds Institute of Canada, it focuses on delivering high-quality, innovative, and affordable learning solutions for individuals, financial services companies, and academic institutions. IFSE offers a variety of...

iA Clarington Investments

iA Clarington Investments is a Canadian investment management company and a subsidiary of iA Financial Group, established in 1999. Based in Toronto, the firm specializes in actively managed investment solutions for both retail and institutional clients through financial advisors. With a team of 51–200 employees, iA Clarington focuses on high-conviction...

Hein Financial Group

At Hein Financial Group we offer comprehensive financial planning, investment management, and insurance strategies for Canadian families and businesses. We are an office of CI Assante Wealth Management, one of Canada's premier financial advisory firms. Coupled with top industry credentials and experience, our advisors provide unparalleled advice. As an independent,...

Groupe financier PEAK PEAK Financial Group

Groupe financier PEAK, also known as PEAK Financial Group, is a prominent independent financial services firm based in Montreal, Quebec. With over 30 years of experience, the company specializes in wealth management, investment solutions, and financial planning. PEAK manages between $10 billion and $15 billion in assets and serves more...

Greater Vancouver Community Credit Union

GVC Credit Union is proud to be one of the oldest credit unions in British Columbia. We serve approximately 6000 members from 4 branches in the lower mainland and strive to provide our members with excellent, personalized member service.

ehp FUNDS

We are an independent, specialized manager of alternative investment strategies. We believe that by following a disciplined, evidenced-based approach to investing, we can deliver exceptional performance with less risk to our clients. We are the first in Canada to launch a family of prospectus-offered "Liquid Alt"​ funds.

Fidelity Canada

At Fidelity Canada, we've been committed to helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we're constantly striving to find new and better ways to help our clients. Fidelity Canada is part...

CWB Wealth

With roots going back to 1939, the founders of CWB Wealth pioneered the concept of financial health through comprehensive financial planning and professional investment management. Under a client-centric model for counselling families and businesses, we offer boutique wealth management services from coast to coast, in both English and French. We...

Connor Clark Lunn Private Capital

As one of Canada's largest independent and privately held discretionary investment managers, Connor, Clark & Lunn Private Capital Ltd. helps clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a model of employee ownership based on contribution that...