About
Chaffe/Malcolm + Partners Inc. delivers specialized client‑care platforms and back‑office support services for financial advisors worldwide. Their flagship Investment Gold solution helps advisors enhance client service, control operating costs, and maintain consistent delivery across high‑net‑worth and broader household portfolios. By integrating technology and process expertise, the company enables advisors to focus on investment advice while the firm handles administrative and compliance functions.
Details
- Areas served
- Kitchener, Ontario, Waterloo, Ontario
Products & services in Kitchener
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