Family Tree Financial Group Inc. is a financial planning and wealth management company that provides comprehensive financial services to individuals and families. Our team of experienced advisors offers tailored solutions for investment management, estate planning, retirement planning, and insurance. We believe in a holistic approach to financial planning, considering the unique needs and goals of each client. With over 50 years of combined experience, our team is dedicated to helping our clients achieve their financial goals while ensuring a secure financial future for their loved ones. Our services include: investment management, retirement planning, estate planning, insurance, and more. At Family Tree Financial Group Inc., we take the time to get to know our clients and create personalized recommendations based on what is important to them.

CanTrust Financial Services Inc. is a financial services company that helps successful business owners and professionals create a work-optional lifestyle by providing personalized wealth management solutions. They offer a range of services, including group benefit plans, financial planning, and wealth protection. With over 30 years of experience, CanTrust Financial has developed a proprietary 7-Pillar Approach to help clients achieve their financial goals.

Connect Wealth is a financial planning firm that offers personalized services to individuals and businesses. Our team of experts helps clients achieve their financial goals by providing comprehensive planning, investment counseling, and wealth management solutions. We also offer specialized services for businesses, including tax planning, retirement planning, and estate planning. With a focus on building long-term relationships, we take the time to understand our clients' unique needs and goals, providing tailored advice and guidance along the way.

At Integral Financial Services Inc., our goal is to help our clients achieve financial peace of mind under any circumstance. We offer a range of services including insurance, investments, employee benefits, estate planning, and living benefits. Our team of experienced advisors will work with you to create a personalized plan to protect your income, assets, and loved ones. With decades of experience, we have the expertise to guide you through even the most complex financial situations.

Five Seasons Financial provides expert financial planning and investment guidance to families and business owners in Western Canada. With a focus on wealth accumulation and preservation, our team of experts uses a structured approach to help clients achieve their financial goals. Our services include investment advisory, insurance planning, and banking solutions. We take a transparent and unbiased approach to financial planning, empowering our clients to make informed decisions. By leveraging our expertise and wealth of knowledge, we help our clients build their wealth, live their dreams, and create a lasting family legacy.

Pacifica Partners is an independent boutique wealth management firm serving clients throughout North America, with a guiding principle of stewarding our clients' investments as we would for ourselves. Our team of experienced investment managers works together to build a tailored portfolio that matches your goals and priorities, providing fee-only discretionary management with full transparency of fees and activities. We offer a consolidated approach to cross-border investment management, managing currency issues and matching currency with future cash flow needs, and providing comprehensive tax reporting and meaningful tax and estate planning information. Our approach blends a fusion of fundamental, technical, and behavioral analysis to construct and manage portfolios, with advanced proprietary analytics to ensure your investment goals stay on track.

At Farrow & Associates Private Wealth Management, we offer personalized wealth management advice and comprehensive financial solutions to affluent Canadians. Our team of financial professionals provides professional guidance and support to help individuals achieve their financial goals, whether personal or business-related. With our proactive and synchronized approach, we help clients build financial peace of mind and work together to achieve success. We cater to a range of clients, from those seeking tax planning, investment planning, and estate planning to those looking for guidance on managing their wealth and achieving their financial goals.

Fransen Financial Inc. provides comprehensive financial planning services to Canadians, helping them navigate life's transitions and achieve their goals. With a focus on personalized advice, our team of experienced professionals offers retirement planning, financial planning, and investment planning solutions tailored to individual needs.