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Real Assets Invstment Management Inc. Website
Inhance Investment Management is built on a strong foundation of responsible investing. Where most managers make their investments solely based on what they see in a company’s financial and business analysis, we take our investment process one step further and look at current and emerging factors t…
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Credential
Website
Contacts
Aviso provides technology-enabled wealth management services to Canadian financial institutions, including investment dealer support, mutual fund and multi-asset solutions, online brokerage platforms, robo-advice, and insurance and estate planning. It partners with advisors, credit unions and other…
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Hugheslittle Investment Management Ltd Website
An employee‑owned investment management firm based in Vancouver that provides pooled funds and segregated portfolio management for individuals, corporations, foundations and pension plans. Founded in 2005, it offers balanced and value fund services, handles tax slips, client withdrawals, and fee ad…
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Lycos Asset Management Inc.
Website
Contacts
Lycos Asset Management Inc., founded in 2008, is an independent investment and wealth management firm based in Vancouver, British Columbia, Canada. The company operates as a fiduciary financial advisor, placing clients' best interests ahead of its own. It offers personalized investment management s…
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North Growth Management Ltd
Website
North Growth Management Ltd is a Vancouver‑based investment firm that designs and manages a range of equity and balanced mutual funds for individual and institutional investors. Leveraging a growth‑at‑a‑reasonable‑price philosophy, the team conducts fundamental research on undervalued companies, fo…
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Scotia Wealth Management
Website
Scotia Wealth Management offers a comprehensive team-based approach to wealth management, addressing family, business, and future financial needs through Total Wealth Planning. This service integrates investment management, insurance solutions, estate and trust services, private banking, and busine…
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James Browne
Website
Scotia Wealth Management offers comprehensive financial planning, investment management, insurance solutions, and estate planning services. Their Total Wealth Planning process integrates various aspects of a client's financial life, including family, business, and future goals, to create personaliz…
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Michael Godwin - ScotiaMcLeod
Website
Michael Godwin, a Certified Financial Planner (CFP) and MBA holder, offers wealth management and investment advisory services in Vancouver. With over 20 years of experience at major asset managers, he provides personalized financial planning, investment management, insurance solutions, estate servi…
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Anton Villareal, Wealth Adviso
Website
Scotia Wealth Management, led by Anton Villareal, offers a comprehensive Total Wealth Planning service that integrates investment management, insurance solutions, estate planning, private banking, and business advisory services. The firm tailors personalized financial strategies to align with clien…
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LT Wealth Management Partners of Raymond James Ltd.
Website
LT Wealth provides personalized financial planning and wealth management services to high-net-worth individuals, families, lawyers, and social media influencers. They offer portfolio management, retirement planning, insurance strategies, and discretionary fee structures, focusing on client values a…