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....
SBW Wealth Management
At SBW Wealth Management, we pride ourselves on being more than just a financial firm. As a privately owned, independent entity, our focus remains solely on our clients, free from corporate affiliations and potential biases. We serve our clientele with intention, providing personalized, agile planning strategies that align with your...
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...
SOS Financial Group Inc
S.O.S Financial Group was created by a group of Licensed Financial Professionals that wanted to see a change in the industry. The change is based on helping 'one family at a time'. We've eliminated politics and added the true teamwork experience in order to create and grow the best Financial...
Rothenberg Wealth Management
Rothenberg Wealth Management was a Quebec-based wealth management firm with an additional office in Calgary. It has been acquired by Harbourfront Wealth Management, a prominent independent wealth management firm based in Vancouver. This acquisition included Rothenberg & Rothenberg Annuities, which specialized in life insurance and annuities.
Harbourfront Wealth Management operates...
Raymond James Ltd
Raymond James Ltd. is a leading financial services firm in Canada and the Canadian subsidiary of Raymond James Financial, Inc. Established in 2001 through a merger, it has become the largest independent investment dealer in Canada, particularly after acquiring 3Macs in 2016. The company has a rich history, with roots...
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.
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...
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...
PSB BOISJOLI
PSB BOISJOLI is a well-established accounting firm based in Montreal, Quebec, with over 50 years of experience. It is recognized as one of Quebec's leading chartered professional accounting firms, focusing on the financial needs of small and medium-sized enterprises (SMEs). The firm is committed to providing tailored advice and creative...
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,...
IRONSHIELD Financial Planning Inc
Planning for your future is more than just a good idea...
It's a responsibility and a commitment to achieving your life-long goals. IRONSHIELD Financial Planning focuses on goal-oriented solutions, whether your needs require one of our independent à la carte plans™ or one of our comprehensive KAIZEN Financial Planning Programs™,...
Holjevac Financial Group
Award winning Fee For Service Financial Planning Firm. Assisting successful women professionals nearing retirement, downsizing their home, caring for aging parents or managing a divorce to craft a customized Financial Plan that provides them and their family with a framework and roadmap for a solid financial foundation for the rest...
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,...
GoTo Wealth Inc
Empowering Individuals, Professionals & Business Owners for the future while providing freedom to live in the moment.
Ginsler Wealth
Ginsler Wealth Management Inc. is an independent wealth management firm based in Toronto, founded in 2021 by Brian Ginsler. The firm is registered with the Ontario Securities Commission as a Portfolio Manager and Exempt Market Dealer. Ginsler Wealth specializes in providing comprehensive financial solutions to high-net-worth families, emphasizing independence and...
Genesa CPA Corp
Tax Accounting firm doing business with a purpose. As an entrepreneurial services accounting firm, the entire team at Genesa Corp. is committed to shifting the planet one entrepreneurial leader at a time. We are committed to changing the way service based professionals do business, by facilitating genuine and authentic relationships...
ExecuVaultax0084
ExecuVault™ Legacy Transfer Platform
A Comprehensive Estate Planning and Management System
Even while facing the greatest wealth transfer in human history, people remain woefully unprepared to distribute their estates. Relying on current —wholly unsustainable— models could cost Beneficiaries large portions of their rightful inheritance.
We are on a mission to...
Evolve Olistica Wealth Services
About us? To answer that, this actually has to be about you.
That's because your success is our success. At Evolve Olistica, we believe in earning, and then re-earning your business, every day. The trust we build, the insights we share, and the actions that we follow through with are...