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Equinox Financial Services wound down effective June 18, 2007. Renewal Compensation payment Manulife Financial will automatically continue to pay renewal commissions for Manulife and former Maritime Life, Commercial Union, Aetna and Financial Life Assurance Company business based on Equinox banking…
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Our Canadian Company In 1983, CB Richard Ellis began operations in Canada, under the name Coldwell Banker Canada Incorporated The first office was established in downtown Toronto, followed shortly by the launch of offices in North Toronto and Vancouver. By 1994, the company had become a national co…
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Toronto. Financial services capital of Canada. One of North America's premier financial centres and the fastest growing. A dynamic and vibrant business centre, Toronto has a sophisticated cluster of financial services companies, offering a range of quality services and expertise that rank among the…
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What is the benefit of working with an independent wealth manager? As your advisor, we have access to a broad range of expertise to meet your needs. A team approach will ensure that you get the professional advice you require to meet any specialized investment, wealth management, insurance, or debt…
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Stewart & Kett Financial Advisors Inc. is an advice-only financial planning firm based in downtown Toronto, with affiliated offices in Montreal, Calgary and Vancouver. We advise business owners, professionals, executives, retirees and their families. David Stewart and Cynthia Kett established the f…
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Our highly personalized services can be custom-tailored to meet your specific needs. All of our people are accredited professionals in their respective disciplines and many possess advanced degrees. With an average tenure of 15 years, our advisors have experience with more than one economic cycle a…
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Ticoon was founded in 1996 and has been developing financial services and wealth management technology solutions ever since. In 1996 Ticoon developed one of the 1st online solutions for employees of large fortune 500 companies so that those employees could view their benefits online. Ticoon worked …
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Caldwell Financial Limited is the parent company of a financial services organization that was established in 1980 by Thomas S. Caldwell. There are four operating subsidiaries which serve the different needs of our clients through eight offices around the world. Since its inception, Caldwell Financ…
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Doug Trott co-founded PriceMetrix in 2000 bringing 18 years of strategy consulting experience in the retail and wholesale financial industries. Under his leadership, PriceMetrix has become the leading provider of scalable practice management solutions for the Wealth Management industry. In his role…
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MGI Securities is an established Canadian full-service investment firm. The company provides a comprehensive range of specialized services for institutional investors and professional private wealth management solutions for individual investors. Established in 2000, MGI Securities is a subsidiary o…