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  • Assante Corporation Website Contacts
    (416) 307-3320
    130 King Street Suite 2950, Toronto, ON M5X 1A9

    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…

  • The Toronto-Dominion Bank Website Contacts
    (416) 982-8222
    Dominion Center King Street West and Bay Street, Toronto, ON M5K 1A2

    At 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, …

  • Dundee Wealth Management Inc. Website Contacts
    (416) 365-5165
    Scotia Plaza 55th Floor 40 King Street West, Toronto, ON M5H 4A9

    At 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…

  • Salentica Inc. Website Contacts
    (416) 366-3456
    Standard Life Building 840-121 King St W, Toronto, ON M5H 3T9

    Salentica Inc., originally a leading advisor CRM solution, now operates within SS&C Black Diamond Wealth Solutions, delivering cloud-based customer relationship management tools tailored for wealth management firms. The platform integrates with Salesforce and Microsoft Dynamics, offering unified wo…

  • Univeris Corporation Website
    (416) 979-3700
    33 Yonge Street Suite 600, Toronto, ON M5E 1G4

    Univeris provides an enterprise‑class wealth‑management software platform for financial advisors and institutions, delivering portfolio management, compliance, and client‑engagement tools. Based in Toronto, it serves Canadian and global firms, enabling automation, analytics, and scalable operations…

  • Davis-Rea Ltd. Website
    (416) 324-2200
    23 Bedford Road, Suite 100, Toronto, ON M5R 2J9

    Davis Rea provides independent financial advisory services, offering wealth management, investment guidance, and strategic planning to individuals and institutions. The firm emphasizes personalized advice, long‑term relationship building, and a focus on both financial outcomes and client well‑being…

  • Exam Success Website
    416.318.4357
    29 Hillcrest Dr, Toronto, ON M6G 2E2

    In addition to his 10+ years of experience in academia, Vijay has several years of management experience in the Banking and Financial Services Industry and has held positions in Financial Planning, Wealth Management and Training at the Royal Bank of Scotland, and the Standard Chartered Bank. This …

  • Infobright, Inc Website
    877.596.2483
    218 Adelaide St W 4th Fl, Toronto, ON M5H 1W7

    Flybridge Capital Partners is an early-stage venture capital firm whose mission is to assist talented entrepreneurs in growing innovative, global companies. With $560 million under management, the firm is focused on investing in consumer, healthcare and information technology markets and is led by …

  • Christina Haberkorn Website
    (416) 933-1303
    40 King St West, Toronto, ON M5H 1H1

    Scotiabank, operating as Scotiabank Private Banking, International Private Banking, and Scotia Wealth Management, provides comprehensive financial services including wealth management, asset management, and insurance services across Canada and internationally. The Bank of Nova Scotia Trust Company,…

  • Citi Private Bank Website
    (416) 947-5300
    20th Floor, 123 Front Street West, Toronto, ON M5J 2M3

    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…