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Cardinal Capital Management, Inc.
Website
Cardinal Capital Management, Inc. is a privately owned investment firm founded in 1992 that provides investment management services to individual investors, families, corporations, trusts, financial advisors, and institutional clients across Canada. The firm emphasizes disciplined, value‑focused, b…
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Douglas Financial
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Douglas Financial provides comprehensive financial planning and wealth management services to individuals and families across Canada. Their team in Winnipeg offers investment advice, retirement, estate, and tax planning, delivering personalized strategies that align with clients' long-term goals an…
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Macdonald, Shymko & Company Ltd Website
Macdonald, Shymko & Company Ltd. is a Vancouver-based financial planning and portfolio management firm serving individuals and families across Canada. Founded in 1972, it provides comprehensive fiduciary advice, investment management, retirement planning, and wealth preservation services, focusing …
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Jory Capital Inc.
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Jory Capital is an investment firm that partners with transformative companies in health, human performance, and diversified sectors. It provides capital, strategic guidance, and governance expertise to accelerate growth and create societal impact, focusing on long‑term relationships with founders …
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Loring Ward Website
Headquartered in the heart of Silicon Valley in San Jose, California, Loring Ward is dedicated to bringing science, reason and innovation to investing. Founded in 1990, we provide Investment Management, Business Management and Practice Development to a select group of America’s most knowledgeable a…
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CB4 Consulting Inc
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CB4 Consulting Inc specializes in assisting business owners with exit strategies, including mergers, acquisitions, joint ventures, and divestitures. With over 80 years of collective experience, they connect entrepreneurs with private and institutional investors, offering strategic advice, negotiati…
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Clarity Wealth Management Website
Clarity Wealth Management offers personalized financial planning through its proprietary The Time of Your Life Program™, helping clients discover opportunities, clarify future visions, and proceed confidently toward important life goals. The firm conducts discovery meetings, analyzes critical finan…
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Scotia McLeod - Scotia Wealth
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Quinton Chambers offers comprehensive wealth management services, including tax reduction strategies, wealth accumulation planning, and total coordination of financial advice. With designations such as CFP®, CIM®, PFP®, and FCSI®, he provides integrated financial plans that connect tax, structure, …
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Scotia Wealth Management
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The Ochman Grantham Wealth Management Group offers comprehensive financial planning, investment management, and wealth advisory services. With a disciplined, long-term approach, they tailor solutions to individual client goals, focusing on portfolio management, estate planning, tax strategies, and …
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IPC Investment Corporation - Kelly Eldridge
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Goodwealth Financial provides personalized financial planning and wealth management services to families and businesses across Canada. They offer portfolio management, retirement income planning, estate and tax planning, charitable giving strategies, and risk management advice. Their approach combi…