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Altamira Investment Services Inc.
(416) 507-7051Suite 900 The Exchange Tower 130 King Street West, M5X 1K9 TorontoAltamira 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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Founded in 1995, Assante Wealth Management has a long history of providing complete wealth management solutions to meet the needs and goals of Canadian families and businesses. B2B Trust, a subsidiary of Laurentian Bank, is a leading supplier of RRSP loans and offers clients a full range of RRSP l…
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The Toronto-Dominion Bank
(416) 982-8222Dominion Center King Street West and Bay Street, M5K 1A2 TorontoAt TD, we are committed to providing the best possible service to each and every customer. We value your business and will do our utmost to ensure your relationship with us is a long and satisfying one. Headquartered in Toronto, Canada, with more than 85,000 employees in offices around the world, …
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Dundee Wealth Management Inc.
(416) 365-5165Scotia Plaza 55th Floor 40 King Street West, M5H 4A9 TorontoAt present, the Dundee Wealth Management companies manage and administer approximately $51 billion in assets, with 1,887 independent financial advisors and 517 insurance agents located in approximately 651 independent offices across Canada.Goodman and Company Investment Counsel is a leading Canadia…
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Corporate and public pension funds, endowments and foundations, multi-employer funds, insurance companies, private investors, mutual fund investors and money purchase funds all rely on McLean Budden Limited to manage their global investments. For over 50 years, McLean Budden has attracted and retai…
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TD Asset Management is a global investment management firm with leading market positions in passive, quantitative, enhanced and active portfolio management. Serving a large and diversified client base, including pension funds, corporations, institutions, endowments, foundations and high net worth i…
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The Jonah Group is a team of software experts skilled in the design, construction, and management of web-based enterprise systems. Jonah has successfully developed and deployed a wide range of enterprise systems including online banking applications, equity and mutual fund trading systems, credi…
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July 12, 2011 Sun Life Financial Rolls Out XPRESSuite for Advisors. Univeris is the leader in enterprise-class retail wealth management solutions for Canada's financial services industry. At Univeris, our focus is to build the best technology to help our clients grow their business and to provide s…
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Al Rosen is a forensic accountant with Accountability Research Corp. in Toronto. He writes frequently for Canadian Business magazine. David West , CFA, FCSI, has been in the investment industry for more than 20 years. David writes about income trusts and mutual funds for Canadian Business Online; h…
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NexGen Financial Canada specializes in registered and tax managed mutual funds available from investment advisors.