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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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The Toronto-Dominion Bank
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Contacts
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, …
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Dundee Wealth Management Inc. Website Contacts
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…
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Salentica Inc.
Website
Contacts
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…