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Greystone Managed Investments Inc.
Website
TD Greystone Mortgage Strategy, managed by TD Asset Management Inc., focuses on lending against high-quality real estate to borrowers capable of servicing debt through market cycles. Since 2007, it has grown from $300 million to over $10 billion in assets under management, maintaining a disciplined…
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Crown Investments Corporation of Saskatchewan Website
Crown Investments Corporation (CIC) acts as the provincial holding company that oversees Saskatchewan’s commercial Crown corporations, which deliver essential public utilities such as electricity, natural gas, vehicle licensing, insurance, information technology, water and wastewater services, as w…
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Equinox Financial Group
Website
Customplan Financial Advisors Inc., formerly Equinox Financial Group, is an award-winning Multiple Guarantee Agency (MGA) offering independent financial advisory services across Canada and internationally. It provides education, training, expertise, and technology to help advisors excel and grow th…
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SaskCentral
Website
SaskCentral delivers liquidity management services to Saskatchewan's credit unions, handling clearing, settlement, daily cash‑flow credit facilities, emergency liquidity support, and investment management. It also provides access to payment ecosystems and coordinates relationships with affiliated e…
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Tyler and Associates
Website
The Tyler Group, founded in 1995, specializes in comprehensive financial planning for families and business owners, aiming to achieve work-optional lifestyles through strategic wealth management, risk assessment, legacy planning, tax optimization, and philanthropy. Their proprietary True North FORM…
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Crown Capital Partners Inc Website
Crown Capital Partners Inc is an investment firm focused on developing distributed energy platforms and broadband networks to meet North America’s future power and connectivity needs. It builds on-site power generation solutions for industrial and commercial clients, offering reliable electricity a…
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Desjardins Financial Security Investments Inc (Regina) Website
Desjardins Financial Security Investments (DFSI) offers a wide range of comprehensive financial products and services, including retirement savings plans, high-interest accounts, life insurance, and employee benefits. With a multi-disciplinary team of financial professionals and access to competiti…
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Beyond Wealth Management
Closed, opens 8:00 AM
Website
Contacts
Beyond Wealth Management, founded in 2011 by Leander Dueck, is an independent financial advisory firm based in Regina, Saskatchewan. With over 100 years of collective experience, the firm specializes in personalized wealth management, retirement planning, employee benefits, succession planning, and…