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Altamira Investment Services Inc. Website
Altamira Investment Services is a leading provider of financial and retirement planning services. We offer a wide range of investment solutions including mutual funds, savings accounts, principal-protected notes and managed portfolio services. Award-winning client service, product innovation and ex…
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Assante Corporation
Website
Contacts
CI Assante Wealth Management provides personalized wealth planning and investment services for Canadian families, professionals, and business owners. Advisors develop strategies to meet financial milestones, offering investment management, retirement planning, and comprehensive financial advice thr…
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Investeco Capital
Website
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InvestEco Capital focuses on high-growth North American companies in the food and agricultural sector, promoting health and sustainability. Founded in 2002, they invest to deliver strong financial returns while supporting portfolio companies that build a better world. Their expertise lies in sustai…
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Jones Lang LaSalle
Website
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JLL provides commercial real estate services, offering advisory, transaction, and property management solutions to businesses and investors across Canada and globally. Their expertise spans office, industrial, retail, data centre, and hospitality sectors, leveraging technology and AI to deliver dat…
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Statpro Canada Inc.
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Statpro Canada Inc. was acquired by Confluence Technologies and now delivers regulatory, analytics and investor communications software solutions for the investment management industry. It serves asset servicers, managers, owners and consultants worldwide, providing data-driven platforms that strea…
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Goodreid
Website
Goodreid Investment Counsel, founded in 1986, is an employee-owned investment management firm serving high net worth families, individual investors, institutions, business owners, and families managing wealth across generations. Headquartered in Toronto, they offer personalized, actively managed po…
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Citi Private Bank
Website
Citi Private Bank offers comprehensive wealth management services, including private banking, investment management, and custodial services, catering to high-net-worth individuals and family offices worldwide. With a focus on personalized service and institutional-grade capabilities, Citi Private B…
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Ivonne Marynovych
Website
Ivonne Marynovych offers comprehensive wealth management services, including investment management, insurance solutions, estate planning, private banking, and business advisory, tailored to high net worth individuals. Her approach emphasizes personalized financial strategies, trust, integrity, and …
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Nest Wealth
Website
Nest Wealth provides digital wealth management services to individual investors and financial professionals across Canada. It offers low-fee, personalized portfolios built from exchange-traded funds, managed by professional portfolio managers, with online tools for monitoring, rebalancing, and supp…
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Grace Vidal-Ribas - Vidal-Ribas Advisory Group
Website
Grace Vidal-Ribas Advisory Group provides wealth advisory services to families, professionals, and business owners, focusing on financial stewardship, investment management, estate planning, retirement and succession strategies, philanthropy, insurance solutions, and private banking. Their team col…