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  • Sino-Forest Corporation Website
    (905) 281-8889
    1208 90 Burnhamthorpe Road West, Mississauga, ON L5B 3C3

    Eddie is a successful international banker with over 36 years of extensive experience in the international financial sector. He joined The Hongkong & Shanghai Banking Corporation Limited (“ HSBC “) in 1973, and has served as the Chief Executive Officer in charge of Mainland China and succeeded in m…

  • Inn Vest REIT Hotels Website
    905.206.7100
    5090 Explorer Dr 7th Floor, Mississauga, ON L4W 4T9

    InnVest Hotels invests in, owns, and operates a portfolio of over 100 hotels across Canada, ranging from roadside inns to luxury urban properties. It provides strategic, operational, and financial expertise to partners, focusing on delivering superior guest experiences and strong investment returns…

  • Investment Funds Institute of Canada Website
    416.363.2158
    3660 Hurontario St, Mississauga, ON L5B 3C4

    The Securities and Investment Management Association (SIMA) represents investment fund managers, mutual fund dealers, and capital market participants across Canada. It provides advocacy, research, statistics, and educational resources to support a resilient investment sector, fostering growth and i…

  • Efficient Wealth Management Website
    (416) 410-9809
    39 Lakeshore Rd. East, Suite 100A, Mississauga, ON L5G 1C9

    Efficient Wealth Management provides fee‑only financial planning and investment management services, offering unbiased advice, portfolio design, and wealth‑building strategies. It serves individual investors and families across Canada, with a focus on Mississauga, Toronto, Oakville and the Greater …

  • GroupGuru Inc. Website
    905.629.0766
    5160 Explorer Dr, Mississauga, ON L4W 4T7

    GLOSSARY OF PENSION TERMS Administration and Investment Management Fees: Charged for the administration and investment management of your Insurance Financial Institution Retirement Savings Plan. Administration fees are charged to your plan by Financial Institutions investment management fees are ch…

  • EdgePoint Investment Group Inc Website
    514-449-8192
    5900 Hurontario St., Mississauga, ON L5R 0E8

    Prior to Burgundy, Diane worked at Invesco Ltd. (formerly Trimark Investment Management) from 1992 to 2006, serving as assistant vice president of operations from 1999. During her 14-year career at the company, Diane was instrumental in building a back-office administration team. She implemented in…

  • Sean Figueroa - Scotia Wealth Website
    (905) 896-6467
    2 Robert Speck Parkway, Mississauga, ON L4Z 1H8

    Sean Figueroa - Scotia Wealth offers comprehensive wealth management, investment management, and financial planning services. Specializing in personalized, tax-efficient solutions, the firm serves individuals seeking long-term financial security. With a focus on responsible investing and ESG integr…