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EDS SOLCORP is a global leader in software solutions and consulting services for the Life Insurance and Wealth Management industry. EDS SOLCORP has over 80 customers in 24 countries spanning 5 continents. Over the past 25 years EDS SOLCORP’s product design, development, and implementation teams hav…
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At Investment Planning Counsel, we believe that all wealth management starts with a dream. Our role is to help you develop a financial plan that will allow you to live your dream. Whether your dreams are short-term or long-term, grand or modest, no matter what stage of life you are at, we want to h…
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Odyssey Financial Technologies Inc.
(416) 601-98332425 Matheson Blvd E 4th Floor, L4W 5K4 Mississaugax.eye incorporated is a global provider of wealth management technology solutions to the financial services industry. x.eye’s .wealth.manager™ was developed to provide financial institutions with a highly scalable, enterprise-wide wealth management platform, and a suite of best-of-breed business so…
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Our mission is to return control of the cost of financial advice and investment management to the investor. We will endeavour to provide unbiased, independent, superior financial planning and wealth management services on a fee for service basis.
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DEVELOP CLEAR GOALS To say you want to be wealthy is not enough. You must quantify this and identify the problem. - USE OTHER PEOPLE'S KNOWLEDGE You should use financial planners, money managers, accountants and other professionals just as you would use a doctor for medical reasons or an auto mecha…
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When Nov. 29, 2010 8a.m. - 6p.m. Where Coast Plaza Hotel, Calgary Hotel Information Coast Plaza Hotel 1316 33rd St. NE Calgary AB, T2A 6B6 Phone: 1-800-661-1464 Rate: $129 Comfort/$154 Superior Cut Off date: Oct. 29, 2010 Quote: Independent Financial Brokers Register NOW for the 2010 Alberta Fall S…
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Your client records, in electronic or paper format, are kept at the offices of Carte Wealth Management Inc. and of your Carte Wealth Management Inc. Representative. Paper records forming part of your client record may also be kept in secure offsite storage. Your client record may be transferred to …