Sapers Wallack Inc
Sapers & Wallack, Inc. is an insurance, benefits, and wealth management advisory firm based in Newton, Massachusetts. Founded in 1932, the company serves a diverse clientele across New England, including public and private businesses, family businesses, non-profits, and high net worth individuals. With an annual revenue of $14.4 million and...
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...
impact wealth
Only 1 in 5 Canadians have a retirement plan. Do you?
Navigating life's most important financial decisions isn't easy. You're not alone. You need a trusted financial advisor dedicated to your success. In 2014, Impact Wealth was born from authenticity and experience to offer a different approach to what you...
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.
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.
Hudson Wealth Management LLC
In a world of unlimited choices, the strategic decisions we make are all interconnected. Hudson is a dynamic, boutique wealth management firm whose primary focus is shaping our client's decision-making process to ensure their choices have maximum impact.
As an independent financial services firm, we leverage the decades of experience...
Hudson Family Office
In a world of unlimited choices, the strategic decisions we make are all interconnected. Hudson is a dynamic, boutique wealth management firm whose primary focus is shaping our client's decision-making process to ensure their choices have maximum impact.
As an independent financial services firm, we leverage the decades of experience...
GEM Benefits Inc
It is a very competitive market to attract and retain top-tier talent that will power your business forward. Your people are the biggest asset to your organization.
Take advantage of our expertise and experience in creating the benefits your employees value – with a plan that fits your road map
Finsense
Finsense is a stakeholder-centric financial company with a mission to improve disclosure, innovate service offerings, and fund communities. We always view people as humans, not number's.
We are well experienced in finance, and we genuinely care about people. We act as a broker of knowledge and warmth clients. We can...
Financial Horizons
Financial Horizons is a prominent Canadian financial services company based in Kitchener, Ontario. Established in 1990, it has expanded to over 30 offices across Canada and employs more than 350 professionals. The company is dedicated to supporting over 6,500 independent financial advisors, helping them grow their businesses and achieve success....
Family Tax Recovery Inc
Family Tax Recovery is a private accounting firm, based in Toronto that offers an opportunity for Canadian Taxpayers to claim their lost wealth.
By law, the Canada Revenue Agency (CRA) allows you to adjust your taxes for the last 10 years. We look much deeper than other accountants, into the...
Empire Financial
Empire Life, officially known as The Empire Life Insurance Company, is a prominent Canadian financial services provider based in Kingston, Ontario. Founded in 1923, the company specializes in life insurance, investment products, and group benefits. It is recognized as one of Canada’s top 10 life insurers by assets, managing over...
Elev8 Wealth Advisors Inc
We're an advice business. The core of our work is helping our clients make decisions that will serve them well, far into the future. Although our core competencies include all of the traditional things one would expect of a financial services firm, we've focused our attention on the very specific...
Delta Dental Ins
At Delta Dental, we're behind millions of smiles and counting. For over 68 years, we've served our communities by increasing access to affordable, quality care – but that commitment to care extends beyond the people we serve, to the dedicated employees who make those smiles genuine. We've come this far...
Cypress Dental
Our Mission: To provide enthusiastic solutions with the path of least resistance for your clients. Our focus is to simplify ancillary benefits in a very complicated industry.
At Cypress we are your go-to Boutique Firm that specializes in Dental, Vision, Life/AD&D for various group sizes.
We are a small team...
Croix Bleue du Quebec
Blue Cross insurance products go well beyond a simple complement to the public system: Blue Cross provides health programs that anticipate needs and include exclusive daily assistance services. Blue Cross's travel insurance coverage, for its part, offers various guarantees to insure not only the health of travellers but also the...
Colby Insurance Group
We are a family-owned Trusted Choice® independent insurance agency. That's important because that means we work for - and are accountable to - YOU, not an insurance company. We represent a carefully selected group of financially strong, reputable and competitively-priced insurance companies that know insurance in Northern New England.
Our...
Bank of Springfield
With a focus on community, Jack A. Marantz founded Bank of Springfield (BOS) in Springfield, Illinois in 1965. Today, the tradition continues under the leadership of Chairman of the Board and Chief Executive Officer, Tom Marantz; our President, Mike Pence; and Executive Vice President and Vice Chairman of the Board,...
Baker Camp Arnold Capital Management
Baker Camp Arnold Capital Management is a premier, full-service financial services firm located in Hoover, Alabama. We offer our clients concierge quality advisory and planning services customized for their individual needs and goals. Our approach is to centralize our clients' diverse financial strategies and life-plans to provide a coordinated, efficient...
Alera Group
Alera Group is a leading independent, national insurance and financial services firm specializing in employee benefits, property and casualty insurance, retirement plan services, and wealth management. With over 4,200 professionals across the U.S., we leverage our collaborative culture to deliver innovative solutions and personalized service, helping clients navigate complex challenges...