SB Partners
SB Partners is a full-service accounting firm based in Burlington, Ontario, serving clients throughout Southern Ontario. Established in 1974, the firm has grown to around 65 employees and specializes in providing customized financial solutions for privately owned businesses, corporate subsidiaries, not-for-profit organizations, and high-net-worth individuals.
The firm offers a range...
Sage Business Group
At Sage Business Group we are committed to providing 'easy to understand advice that works!'
Established in 1988 as McMahon Osborne Group, our dedicated team of professionals will continue to partner with our clients, in a way that goes beyond a traditional accounting firm. We will continue to provide up...
Quadrant Advisory
VISION – to be the trusted banking and risk advisor of choice
PURPOSE – we educate and assist business owners and directors to be proactive to get the best out of their financial relationships
We create value for our clients by:
Our independence – we are not brokers so we...
PWL Capital Inc
PWL Capital Inc. is a prominent independent wealth management firm based in Montreal, Canada, founded in 1996. It operates offices in Ottawa, Montreal, and Toronto, providing comprehensive financial services to over 2,300 client families across the country. The firm is known for its evidence-based investment philosophy, focusing on low-cost, diversified...
Providentia Wealth
At Providentia Wealth, we specialize in delivering wealth planning and investment solutions for global clients and their families, and remain dedicated to supporting our clients' journey of wealth creation, preservation and succession for generations to come.
Through our two arms, Providentia Wealth Management Ltd and Providentia Wealth Advisory Ltd, we...
Prospergate
Prospergate is a totally independent wealth and asset management boutique firm that consists of experienced teams of private banking and asset management professionals, who all undertake to manage the wealth of private individuals, companies, funds and family offices.
Prospergate Capital Ltd works with several reputable financial institutions across the world,...
Kinntegra Wealth Private Limited
Kinntegra is a fintech platform for Mutual fund distributors who has limited or no options for business succession or consolidation.
For a Mutual fund Distributor who look forward to transitioning his practice, it is vital to have a professional support from a focused,specialised advisor.
We are one of the leading...
Keystone Private
Keystone Private is Queensland's leading multi-family office.
Our core purpose is to help families, businesses and individuals grow and transition wealth, values and heritage across generations.
Every service we provide is tailored to navigate the unique challenges experienced by high net worth families and individuals. At each step, we offer...
Jigsaw Private Wealth
At Jigsaw Private Wealth we specialise in providing holistic and individually tailored advice that helps to improve the personal lives of our clients by appropriately positioning and protecting what they have today, planning for what they want in the future and how best to achieve these goals.
IWG Corporate Services
IWG Corporate Services is a unique team of seasoned professionals providing executive-level solutions to business owners for their corporate challenges. We assist in business professionalization with Organizational Health Assessments, developing Strategic Flight Plans and providing solutions for bookkeeping & accounting, human resources, paralegal and legal services, estate planning, wealth management,...
IPG Howden
Howden Private Wealth is part of the Howden Broking Group, established in 1994. The company operates in the financial services sector, focusing on wealth planning and insurance solutions. It is recognized as a trusted partner for private banks, family offices, law firms, and tax professionals globally. With extensive experience and...
Intergenerational Wealth Financial Planning Superannuation Retirement Insurance Investment
Intergenerational Wealth provides tailored financial advice aimed to guide Australians towards their financial goals and objectives. These objectives range from a broad range and often include wealth creation plans, providing for retirement, protecting the family, estate planning, minimizing tax, maximizing Centrelink entitlements and much more.
Our comprehensive financial planning services...
Integer Tax Business Advisory
Integer Tax & Business Advisory is a boutique accountancy and taxation advisory service provider. We provide advisory to preparation of Income Tax Return, Business Activity Statement (BAS), and Income Tax Planning.
Our founder Malav Oza is a Chartered Accountant and a Certified Tax Advisor (CTA) with more than 20 years...
Infinitas LLC
We are an independent financial planning firm that helps individuals and their families develop a structured and customized financial plan. At Infinitas, we understand every client has unique financial concerns, and we're committed to providing solutions tailored to your individual needs by providing education, coordination, and independent advice to best...
HRWORKS CONSULTANCY
HRWORKS Yönetim Danışmanlık Ltd. Şti. is an HR consultancy firm based in Istanbul, specializing in executive-level talent solutions and human resource management services. The company focuses on creating tailored HR strategies and has a decade of experience in the industry. HRWORKS offers services such as executive search, interim HR management,...
GOLDFINE Company CPA PC
We are a full-service Accounting firm licensed in NY. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly. Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and...
GeersSullivan Pty Ltd
GeersSullivan - Envisage Your Ambition
We always want big things for our Clients and ourselves. Ambition is what makes people want to achieve. Ambition is what makes us believe we are capable of truly great things. To Envisage Your Ambition is what we want for our Clients and our Team....
Foresight Family Office
Foresight Family Office is an independent multi-family office based in Bangalore, India. It specializes in wealth management and legacy planning for high-net-worth families. Founded in 2017 and led by CEO Kishore Raj, the firm focuses on integrity and client-centric strategies, supported by a team of professionals with expertise in the...
Focus Financial Partners
Focus Financial Partners Inc. is a prominent American company that invests in independent, fiduciary wealth management firms. Listed on the Nasdaq stock exchange, it operates as a partnership of financial planning, benefit, and investment consulting firms. The company focuses on supporting Registered Investment Advisers (RIAs) and assists large investment-management teams...
FinanciA re AT Gestion De Patrimoine
Financière AT - Gestion de Patrimoine est un cabine de services financiers offrant des solutions et conseils en assurance vie, invalidité, maladies graves ainsi que des services en placements.