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ETP Canada

Founded by Debbie Stanley, ETP Canada is a boutique firm located in Guelph Ontario that specializes in Estate Administration. ETP Canada helps Executors navigate their role, while providing hands on support through services such as Executor Support, Estate Accounting, and Professional Executor services. While it's not simple, the goal at...

Endeavour Wealth Management

It is our mission to lead change and move industry standards forward by providing unparalleled financial services and experiences, utilizing transparent ethical business practices, leading by example, and encouraging other professionals to do the same. With Endeavour Wealth Management, you'll have the freedom to enjoy life the way you want....

Elsay Wealth

Our personalized, team-based approach to wealth management is rooted in creative strategies and years of expertise. That way, we ensure business owners and their families can achieve long-term financial success — whatever that means for them.

Elleverity

Elleverity is a wealth management firm that caters to busy, ambitious women and their families, by providing financial & protection services with the intention of inspiring our clients to move from a place of financial fear, shame or inaction to having confidence & direction to lead a work-optional lifestyle

Elite Wealth Management Inc

Elite Wealth Management was founded on an unwavering commitment to business excellence. In every service we provide, we strive to create trusted relationships with our clients and work diligently to ensure that we become a valued part of their wealth management team. Our business philosophy always puts the interests of...

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...

ELC Family Office

At a time when the concept of the "independent advisor" was catching notice from wealthy families as an alternative to private banks or brokers, our firm attracted more families who joined and became part of the unique culture that forms the spirit of our firm

Educators Financial Group

Educators Financial Group is a financial services company based in Ontario, Canada, dedicated to serving the education community. Established in 1975 by the Ontario Secondary School Teachers' Federation, it has become a leading financial specialist for educational workers and their families. The company is recognized for its tailored financial solutions...

First Avenue Investment Counsel

First Avenue Investment Counsel Inc. (First Avenue) is a Canadian firm specializing in investment management and multi-family office services. Our pension-style investment approach, inclusive of equities, fixed income, and exclusive alternatives, assists clients in achieving their unique financial goals. As trusted partners, invested alongside our clients, we align their financial...

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...

CI Assante Wealth Management

CI Assante Wealth Management is one of the largest wealth management firms in Canada, supporting 900 professional advisors who oversee over $46 billion of wealth for Canadian families and business owners. Assante is a subsidiary of CI Financial Corp., a leading global diversified investment company. Find an Assante advisor near...

Beem Credit Union

Beem Credit Union is a Canadian financial institution based in British Columbia, formed by the merger of Interior Savings and Gulf & Fraser, with additional partners like North Peace Savings and BlueShore Financial. It offers personal and commercial banking, insurance, and wealth management services across 66 locations. Beem targets British...

Baillarge Gestion Privee

Un conseiller de Gestion financière Assante ltée - Équipe Baillargé joue un rôle essentiel pour vous inspirer confiance dans votre capacité à atteindre vos objectifs et pour vous motiver à garder le cap sur ceux-ci. Grâce à ses conseils, vous êtes mieux préparé à prendre des décisions financières éclairées et...