Scotia Wealth Management
Scotia Wealth Management is the wealth management division of Scotiabank, one of Canada's largest financial institutions. It offers a comprehensive, team-based approach to wealth management, addressing various aspects of clients' lives, including family, business, and future planning.
The company provides a range of tailored solutions for high-net-worth individuals and families....
Savin Insurance Limited
Savin Insurance Ltd. is a network of independent financial advisors and licensed professionals that are dedicated to providing Canadians with quality insurance products and superior customer care. We adhere to a strong ethical code and work with our clients to build a solid, lasting relationship based on honesty, integrity, mutual...
Satori Faber
We provide impartial, expert advice to large and mid-sized corporations, private equity, families and entrepreneurs. We design and execute strategic M&A and financing solutions for our clients and act as a trusted partner, taking a long-term and independent view on the challenges they face.
Our deep understanding of financial markets,...
SANDSTONE Asset Management Inc
SANDSTONE Asset Management Inc is a wealth management firm located in Calgary, Alberta, Canada. The company specializes in discretionary investment management services, allowing them to make investment decisions on behalf of their clients without needing prior approval for each transaction. This approach is designed to align with the financial goals...
RAVENSTONE CAPITAL MANAGEMENT INC
We are a boutique investment management and advisory firm serving high net worth families. Our primary objective is to place clients and their success over everything else.
We have one objective – to deliver superior, long-term investment results and service to our clients.
Quintessence Wealth
Q Wealth Partners is a Canadian wealth management firm that operates as a registered Portfolio Manager, Investment Fund Manager, and Exempt Market Dealer. With over 16 years of experience, the firm manages more than $2.5 billion in assets and has expanded its network from 5 to 12 partner firms in...
Quadrant Private Wealth
Quadrant Private Wealth was established in 2005 and carries on business in Alberta, BC, Manitoba, Ontario and Saskatchewan. Its head office is located in Winnipeg, Manitoba. Quadrant Private Wealth is an independently owned discretionary portfolio management firm focusing on managing wealth for individuals, families, and institutions. Quadrant Private Wealth provides...
Qopia Financial
A holistic financial services company with a skillset as diverse as Canada is. We focus on four key areas: Wealth Management, Financial Planning, Life and Accident Insurance, Group Benefits.
Qopia, derived from the word Cornucopia - meaning abundance, plenty, nourishment, has created an all-encompassing service to allow our clients complete...
Kingwest Company
As an independent investment firm we have been investing the capital of our colleagues and our clients for more than 40 years. We do this by building long term partnerships with our clients and the companies in which we invest.
$1.6B of Assets Under Management
41 Years Experience
+4.1% -...
InvestorDNA
InvestorDNA is a financial advisory firm based in Calgary, specializing in retirement income planning for Canadians aged 50 and older. The company aims to simplify financial complexities, helping clients achieve clarity and readiness for retirement while ensuring a tax-efficient transition into their desired lifestyle. Their focus is on security, predictability,...
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...
Inukshuk Capital Management
Inukshuk Capital Management Inc. is a Canadian investment management firm based in Toronto, Ontario. The company is registered as an Investment Fund Manager, Portfolio Manager, and Exempt Market Dealer. It specializes in customized portfolio management, focusing on high-net-worth individuals and institutional clients. Inukshuk designs investment strategies tailored to individual client...
Impact Financial Group Inc
Impact Financial Group Inc. is a Niagara based financial planning firm specializing in financial security and wealth management strategies for families and small business clients.
IGM Financial Inc
IGM Financial Inc. is a prominent Canadian wealth and asset management company based in Winnipeg, Manitoba. Operating under the Power Corporation of Canada, it serves financial advisors, individual clients, and institutional investors both in Canada and globally. The company is dedicated to enhancing financial well-being through comprehensive planning and investment...
Huxton Black
Huxton Black is bridging the gap between revolutionary FinTech that offers low cost, low service, simple portfolio management solutions known as ‘Robo Advisors' and the full service, high touch, complex wealth management
offerings typically associated with high cost bank-owned brokerages.
HOOPP Healthcare of Ontario Pension Plan
The Healthcare of Ontario Pension Plan (HOOPP) is one of Canada's largest defined benefit pension plans, established in 1960. It is dedicated to providing a secure lifetime pension for Ontario's healthcare workers, serving over 475,000 members from more than 700 employers across the province.
HOOPP's pension plan offers predictable monthly...
Holistic Wealth Management
Holistic Wealth Management (HWM ®) is a diversified management and holding company that has interests, directly or indirectly in companies within North America. HWM specializes in sales, corporate strategies, marketing, turnaround strategies and wealth preservation. HWM provides executive management consulting including mergers and acquisitions brokerage with an exclusive focus on...
High Rock Capital Management
High Rock Capital is a Toronto-based asset management firm established in 2010 with a focus on Private Clients, Families, Trusts and Corporations. See our website for more information
HFI
HFI is a registered investment fund manager, portfolio manager, and exempt market dealer headquartered in Vancouver, Canada. We are a platform for private wealth advisors and investment counsels to build and grow their practice. We also enable fund managers to create alternative funds or traditional equity funds and distribute to...