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  • The Pallas Athena Corporation Website Contacts
    (613) 839-0660
    112 Pineridge Road, Ottawa, ON K0A 1L0

    Pallas Athena Investment Counsel, founded in 1989, offers discretionary portfolio management and research for affluent investors, including professionals, executives, business owners, and charitable organizations. The firm provides segregated investment portfolios with proprietary research and dire…

  • CIBC Wood Gundy - Brian Lonsdale Website
    613.783.7349
    50 O'Connor St, Ottawa, ON K1P 6L2

    CIBC Wood Gundy provides investment advisory and portfolio management services to clients seeking personalized financial advice and wealth management solutions. Operating as a division of the Canadian Imperial Bank of Commerce, it offers fee-based portfolio services that allow clients to buy and se…

  • Investors Group Website
    (613) 723-7200
    2 Gurdwara Road, Unit 500, Ottawa, ON K2E1A2

    IG Wealth Management provides comprehensive financial planning, investment advisory, mortgage solutions, and insurance services to Canadian individuals and families. Their advisors work across all provinces and territories, helping clients manage wealth, plan for retirement, and protect their finan…