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Business Continuity Hampton Securities (USA), Inc. has developed a business continuity plan detailing how we will respond to events that significantly disrupt our business. Since the timing and impact of disasters and disruptions is unpredictable, we will be flexible in responding to actual events …
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Kerr Financial is a fee-only personal wealth management services firm bringing together tax advice, investment management and estate planning, all from the same team of financial professionals. Founded as a family firm in 1979, the values with which we were established still hold true today - to tr…
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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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Prior to starting his MBA, Rick worked in Private Wealth Management at CIBC Wood Gundy for over 2 years where he was licensed as a Registered Representative working on a team managing $125 million. Jemekk's core competence is the expertise of its management team who have more than 30 combined year…
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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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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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Should our primary location be affected we will move the business to our alternate site location where we are able to serve our clients as effectively as we do at our primary site. Calls and email to the primary office will be re-routed to the alternate site where we have access to the critical sys…
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At Legacy Private Trust we understand that Legacy Building is not only developing a successful wealth management strategy. Wealth management is important to be sure, but it is only a part of a comprehensive Legacy Building strategy.
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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…
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MFC Global Investment Management® (MFC GIM) is the asset management arm of Manulife Financial, a global leader in wealth management services. We manage institutional assets on behalf of pension plans, endowment funds, and financial services companies. We also manage retail funds through Manulife Fi…