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Founded in Winnipeg, Manitoba, in August 1992, Cardinal Capital Management, Inc. is an independent portfolio management firm providing conservative investment management services to clients across North America. Cardinal’s clients include high net worth private clients as well as pension funds, tru…
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Investment Planning Counsel is an integrated financial services company focused on providing Canadians with high-quality financial products, services, and advice, while helping them achieve their financial dreams. Investment Planning Counsel is dedicated to providing independent financial planners …
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COMMERCIAL MORTGAGE BANKING AND MORTGAGE LOAN SERVICING SINCE 1965. Montrose Mortgage Corporation Ltd. is one of Canada's largest and oldest privately owned mortgage banking and loan servicing organizations with a 50-year history of providing mortgage expertise through local representation for…
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CFP ® Financial Planner / Mutual Funds Investment Specialist, Credential Asset Management Inc. Mr. Marcon has over 20 years experience in the financial services industry. He joined Credential Financial Strategies Inc. in 1999. Further to the merger, Denis joined the C Finance team March 1st, 2011. …
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Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the simplified prospectus before investing. Mutual funds are not guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government depo…
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Shawn's understanding of financial planning and insurance together with personalized service and a variety of products has assured his clients reached their financial goals for over 22 years. Tom and Shawn started a monthly breakfast club meeting with other advisors to discuss ideas and strategies…
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WPCU is pleased to have well-educated and experienced advisors on staff to round out our services that we provide our valued members. Helder Sousa has over 10 years of progressive experience in the Financial Services Industry. Helder’s focus is to help members achieve their short and long term fin…