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Kurt Rosentreter

Kurt Rosentreter

kurtismycfo.com
Kurt Rosentreter Wealth Management is a trusted financial planning service provider in Canada, offering personalized financial planning, insurance planning, investment advisory, career transition planning, and divorce financial planning services. With over 25 years of experience, Kurt Rosentreter, a Certified Financial Planner, provides goal-based planning to help individuals and families achieve their financial goals. His approach is centered around providing transparent and flexible advisory relationships, tailored to fit any budget.
The reviewers highly praise Kurt and his team for their exceptional expertise, professionalism, and personalized service.
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Salentica

Salentica

salentica.com
Salentica provides a comprehensive suite of CRM solutions designed for financial services firms, offering workflow automation, predictive analytics, and compliance management. Their CRM platform helps wealth management firms streamline operations, improve client relationships, and maximize client retention. With Salentica, firms can leverage cutting-edge technology to automate repetitive tasks, enhance customer service, and drive business growth. Their solutions cater to the specific needs of financial advisors, asset managers, broker-dealers, enterprise family offices, planning firms, and trust companies.
Salentica's CRM solutions are instrumental in maintaining constructive client relationships and offer flexible options for customers.
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Osprey Capital Partners

Osprey Capital Partners

ospreycapital.ca
Osprey Capital Partners is a leading mid-market investment bank that provides best-in-class M&A and financial advisory services to Canadian companies and their stakeholders. With a strong team of seasoned investment bankers, we help clients sell a business, buy a business, or secure debt and equity financing. Our expertise in sourcing capital and strategic relationships enables us to provide clients with the best possible outcome in their M&A and financing pursuits.
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Olympian Financial

Olympian Financial

olympianfinancial.com
At Olympian Financial, we provide intelligent, independent wealth management and financial planning services to individuals, families, and businesses. Our experienced team of financial advisors offers personalized and customized financial solutions to help clients achieve their financial goals. From wealth management to retirement planning, tax planning, and financial advice, we provide comprehensive services to help clients build and preserve their wealth.
The positive comments praise the company's exceptional service quality and professionalism.
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Newport Investment Counsel

Newport Investment Counsel

newportprivatewealth.ca
Newport Private Wealth is a leading private wealth management firm in Canada, providing investment management and wealth management services to individuals and families. With a diversified investment platform and a highly-skilled team, Newport Private Wealth helps affluent clients achieve their financial goals.
The customer service and appreciation shown by Natalie and Steve are exceptional.
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Woodgate Financial Partners

Woodgate Financial Partners

woodgate.com
Woodgate Financial Inc. (Woodgate) is a financial planning firm dedicated to providing our clients with comprehensive wealth management to help you make the most of your financial life. Our clients include individuals, corporate executives and business owners. While each client is different, they all have one key factor in common: they are busy people whose financial affairs have reached a level of complexity that could benefit from professional assistance and coordination. That's where Woodgate comes in. Our team of highly accomplished financial industry experts will create and coordinate a cohesive strategy for all your financial interests - from investments to tax planning - to help you achieve your goals. Think of us as your personal Chief Financial Officer.
Woodgate provides unbiased and nurturing financial advice with a strong work ethic.
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Creative Planning Finacial Group

Creative Planning Finacial Group

cpfg.com
Creative Planning Financial Group is a financial services company that provides a range of insurance and investment solutions to individuals, families, and businesses. With over 50 years of experience, our team of experts helps clients achieve their financial goals through personalized services, including personal insurance, corporate insurance, wealth management, and group benefits. We pride ourselves on being independent and collaborative, working closely with clients to understand their unique financial needs and providing tailored solutions to meet their goals.
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Whylie Financial

Whylie Financial

whyliefinancial.com
Whylie Financial is a Canadian financial services company that provides a range of financial products and services, including life insurance, mutual funds, and banking products. With over 40 years of experience, the company is dedicated to empowering clients to achieve their financial goals.
Clients appreciate the personalized and professional approach of the family-run business.
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Sun Life Global Investments

Sun Life Global Investments

sunlifeglobalinvestments.com
Sun Life Global Investments offers a comprehensive range of investment solutions, including mutual funds, segregated funds, and guaranteed investment funds, designed to help Canadians achieve their long-term financial goals. Our team of experienced investment professionals manages a diverse range of portfolios, providing investors with access to a broad spectrum of asset classes and investment styles. With a strong focus on risk management and a commitment to excellence, we strive to deliver consistent investment returns and exceptional client service.
The reviewer praises the beautiful offices, great view, and trustworthy financial guidance.
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Baskin Financial Services

Baskin Financial Services

baskinwealth.com
At Baskin Wealth Management, we take a disciplined team approach to managing your money, recognizing that each client has unique goals and attitudes towards risk. Your portfolio manager will assess your unique needs and develop a tailored strategy, incorporating investment advice, tax services, retirement planning, estate planning, and philanthropic goals. We take pride in spending the time to ensure an in-depth understanding of your complete financial situation. Wealth management is more than advice relating to investment options. It is a holistic approach to managing your financial health and starts by us taking the time to fully understand the goals you have for you and your family.
The reviewer praises the Baskin team, especially advisor Benjamin Klein, for their exceptional service and guidance.
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Starnews Credit Union

Starnews Credit Union

luminusfinancial.com
Luminus Financial is a member-owned credit union providing a range of financial services, including banking, investing, and borrowing options. With a focus on community and personalized service, Luminus Financial offers a unique banking experience that prioritizes member needs. From infinite savings accounts to mortgages and investment solutions, Luminus Financial helps individuals achieve their financial goals. With a history spanning over 70 years, Luminus Financial is committed to operating as a not-for-profit cooperative, prioritizing member benefits and community involvement.
Luminus Financial offers competitive financial products and services, with friendly and helpful staff providing personalized service.
Reviewers reported issues with customer service, reliability, and trustworthiness, including unclear fine print, unfulfilled promises, and poor client service delivery.
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Rubach Wealth

Rubach Wealth

rubachwealth.com
Rubach Wealth is a family office management and wealth planning company that provides holistic financial planning and wealth management services to successful individuals and families. Our team of experts helps families manage their financial success, preserve their legacy, and prepare the next generation of leaders. With our comprehensive range of services, including investment and wealth management, wealth distribution and transfer, tax planning, asset structure optimization, risk management, family governance, and philanthropy, we help families create a lasting impact for generations to come.
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Newhaven Asset Management

Newhaven Asset Management

newhavenam.com
Newhaven Asset Management Inc. is a leading Canadian investment management firm dedicated to providing advisory services within a separately managed account structure, offering customized portfolios, regular communication, and cost control to help clients achieve their financial goals.
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Enriched Investing

Enriched Investing

enrichedinvesting.com
Enriched Investing Incorporated is a specialty investment management firm that builds and manages conservative growth and income portfolios for institutional and private client investors. The firm provides tailored investment strategies suitable for conservative investors, with a focus on clarity, understanding, structure, and freedom. Led by a team of experienced researchers, strategists, and technicians, Enriched Investing prioritizes the "language of listening" to make smarter choices for each client. By fully disclosing and defining fees, the firm aligns its interests with those of its clients. Enriched Investing aims to inspire clients to adopt a new way of thinking about financial success.
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Zed Financial Partners

Zed Financial Partners

zedfinancial.com
ZED Financial Partners is a Canadian investment and merchant banking boutique, established in 2002, specializing in raising debt and equity for complex transactions globally. With a tightly focused Knowledgeable Capital approach, ZED utilizes its large network of financiers in North America and Europe to accurately pinpoint potential funds for clients. The company has developed a strong reputation for financing complicated and specialized transactions, and its principals have a proven track record of successfully closing deals in various industries, including sustainable food production, energy transition, and growth finance.
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Succession Fund

Succession Fund

successionfund.com
Argosy Partners is a private equity firm that provides liquidity for shareholders in private owner-managed businesses. We invest in closely held small and medium-sized businesses by purchasing shares from shareholders who want to take "chips off the table". Our comprehensive approach includes refining strategic plans, building teams, and growing businesses. We have over 25 years of experience in private company transactions and have successfully partnered with many owner-managers to build, grow, and sell their businesses.
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Path Financial Group

Path Financial Group

pathfinancialgroup.com
Path Financial Group is a reputable financial planning firm that provides knowledgeable and experienced guidance to clients to help them achieve their financial goals. With a team of experts, we offer a range of services including investment management, risk management, estate planning, and financial planning. Our approach is tailored to each client's unique situation, and we take the time to understand their goals, risk tolerance, and financial situation to provide personalized advice. We have a strong reputation for delivering exceptional service and helping our clients achieve financial peace of mind.
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Sol Global Investments

Sol Global Investments

solglobal.com
SOL Global Investments is a diversified private equity firm that targets best-in-class companies operating in ultra-high growth industries. With a proven track record of identifying pioneering businesses, our team is always on the lookout for exciting opportunities to augment our portfolio and drive growth across target sectors. Our current portfolio is built on thematic trends that ensure we are always at the front of the grid. We invest in a variety of sectors, including the Legal U.S. Cannabis Industry, e-Sports, Electric Mobility, Health and Wellness, and many more. Our team has a strong expertise in identifying and investing in companies that are poised to disrupt the status quo and take advantage of strong industry tailwinds.
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Goodwood

Goodwood

goodwoodfunds.com
Goodwood is a Toronto-based independent investment management firm that provides institutional and high-net-worth clients with alternative investment strategies, including credit, equity, and alternative strategies, with a focus on growth and the preservation of capital.
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Fedorsen Fredrick S

Fedorsen Fredrick S

fedorsenfinancial.com
Fedorsen Financial Inc. is a financial planning and wealth management firm that provides a wide range of services to help you and your family manage your finances. At Fedorsen Financial Inc., every client is unique and every client receives an individualized solution. Our team of experienced professionals delivers strategic advice on purchasing a wide range of financial products, including insurance, investment, and retirement planning services. Let us put our expertise to work for you.
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Tembo Financial

Tembo Financial

tembofinancial.com
Tembo Financial offers financial solutions for families in need of funds to secure the purchase of their new home. The company provides deposit loans, equity advances, and finance solutions for mortgages, debt consolidation, and bridge financing, among other services. Their goal is to alleviate the stress of selling a home, providing fast and efficient solutions for clients. By leveraging their expertise and resources, Tembo Financial helps clients achieve their goals and secure their financial futures.
The reviews highlight the professionalism, expertise, and exceptional service provided by Tembo Financial, with reviewers uniformly praising their experience.
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Raymond James Investment Counsel

Raymond James Investment Counsel

raymondjamesinvestmentcounsel.ca
Raymond James Investment Counsel is a leading Canadian wealth management firm that offers discretionary portfolio management services to individuals, families, institutional investors, pensions, and foundations. With a rich history dating back to the Confederation, the company has built a reputation for providing unbiased advice and investment solutions free of product conflict and compensation structures. The firm's portfolio managers have years of experience and are committed to helping clients achieve their financial goals.
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ECC Group Personal Financial

ECC Group Personal Financial

eccgroup.ca
ECC Group is a leading financial services firm providing comprehensive financial advice and planning to individuals and families. With a team of experienced professionals, we offer personalized financial planning, investment management, retirement planning, and estate planning services designed to help our clients achieve financial security and peace of mind.
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Oakmont Capital

Oakmont Capital

oakmontcap.com
Oakmont Capital Management, LLC is an independent, fee-only registered investment advisor offering wealth management, institutional consulting, and family office services to individuals, families, and institutions. Our objective is to provide personalized and unbiased investment guidance, helping our clients achieve their financial goals and secure their financial well-being.
Investing with Oakmont Capital has been a great decision for A. Bair, who appreciates the flexibility and knowledge of Jon and Gina.
Oakmont Capital's customer service and responsiveness have been criticized by John Blankenship and J. Flo, who experienced unprofessional treatment and lack of communication from the staff and agent Glenn.
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Watt Carmichael

Watt Carmichael

wattcarmichael.com
Watt Carmichael Inc. is a full-service investment management firm offering a range of investments, including T-Bills, GIC's, common and preferred shares, trust units, corporate and government bonds, foreign securities, exchange-traded funds, options, mutual funds, and segregated funds. We focus on integrity, service, and performance, providing personalized attention, customized solutions, and independence. Our experts build and manage customized portfolios, offer investment advice, and provide financial planning services.
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Venator Capital Management

Venator Capital Management

venator.ca
Venator Capital Management Ltd. is a Toronto-based investment firm that offers a range of investment solutions, including alternative funds, hedge funds, and fixed income funds, to meet the needs of its clients. With a focus on delivering strong investment performance and exceptional service, Venator Capital Management Ltd. is dedicated to helping its clients achieve their investment goals.
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Silvercreek Management

Silvercreek Management

silvercreekmanagement.com
Silvercreek Management Inc. is a Canadian investment management firm offering alternative investment strategies to accredited investors. Our two distinct funds are designed to provide exposure to opportunities that may not be accessible to individual investors, helping to mitigate portfolio volatility and achieve long-term results.
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Hudson College

Hudson College

mikelarocque.com
Larocque Group Private Wealth Management provides wealth management services since 1996, offering a sophisticated approach to managing your wealth by creating tailored strategies to meet your short and long-term needs. Our team simplifies your entire financial life, creates peace of mind by reducing financial concerns, guides you through critical financial events, delivers tax-efficient strategies, and proactively adjusts your plan as opportunities are identified. We take the time to understand what really matters to you, customize your investment program, clarify your goals and objectives, implement a holistic strategy, develop a comprehensive plan, and proactively monitor and adjust your plan.
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Kilmer Group

Kilmer Group

kilmergroup.com
Kilmer Group is a multi-generational platform for business development and investment, built on a heritage of excellence in operations, growth-oriented stewardship, and trusting relationships. Based in Toronto, the company includes Kilmer Van Nostrand Co. Limited, a family-owned and professionally managed holding company, Kilmer Capital Partners Limited, Kilmer Brownfield Management Limited, KD Infrastructure L.P., Kilmer Sports Inc., and Kilmer Sports Ventures, focusing investments in three verticals: Private Equity, Infrastructure & Real Estate, and Sports & Media. The group's long history as owners and investors is reflected in the quality of their collective relationships and experiences, which they bring to every opportunity for the benefit of their stakeholders.
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Options Technology

Options Technology

options-it.com
Options Technology is a trailblazer in capital markets infrastructure, providing a comprehensive suite of trading infrastructure, market data, and managed security solutions to a diverse range of clients, including asset managers, hedge funds, sell-side firms, and software providers. Our expertise lies in designing, building, and managing bespoke technology solutions that cater to the unique needs of our clients, enabling them to stay ahead in the fast-paced world of finance.
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RBS Trade & Investment

RBS Trade & Investment

rbsinvestment.com
The RBS Investment Group is a Toronto-based privately held principal investment and advisory firm that specializes in providing customized solutions for clients seeking support with Asset Management, Real Estate Asset Acquisitions & Dispositions, Materials Procurement, and Project Finance. With a global network of operations, the firm co-invests with partners, leverages collective expertise, and carries out thorough investment due diligence to generate reliable long-term income streams and make value-oriented investments.
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MacNicol & Associates Asset Management

MacNicol & Associates Asset Management

macnicolasset.com
MacNicol & Associates is a professional asset management company that offers global investment management and advisory services to individuals, family trusts, estates, holding companies, and charitable foundations. We provide a range of services, including investment management, portfolio design, and financial planning. Our team of experts is dedicated to safeguarding and maximizing client wealth.
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Provisus Wealth Management

Provisus Wealth Management

provisus.ca
Provisus Wealth Management Limited is a unique wealth management company that offers high net worth individuals integrated wealth management and leading-edge investment strategies. We help Canadians meet their financial objectives by providing personalized and proactive investment services. Our experts will work closely with you to understand your financial goals and create a customized investment plan that aligns with your needs. Whether you want to diversify your investment options or implement a custom solution, we are committed to serving your best interests. Our team of experienced investment professionals uses advanced investment strategies and cutting-edge technology to manage your investments prudently and from a long-term perspective, helping you achieve your personal financial goals.
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Queensbury Strategies

Queensbury Strategies

queensbury.com
Queensbury Group is a full-service financial advice firm that has been serving Canadians since 1987. With a team of independent financial advisors, we provide customized planning and advice to our clients. Our services include financial planning, investment management, and wealth management. Our team of experienced advisors operate in communities across Canada, providing personalized services to individuals, families, and businesses. We are committed to providing unbiased advice, tailored to each client's unique needs and goals.
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Martin Lucas & Seagram

Martin Lucas & Seagram

mlsinvest.com
Our Shareholders Martin, Lucas & Seagram is one of Canada's oldest independently owned investment counselling firms, providing investment management services to investors for over 60 years. We manage over $700 million in client assets and offer personalized services to individual investors, family groups, and the trustees of endowment, estate, and charitable funds. Our team of investment professionals provides expert advice to help clients achieve their financial goals. With a long history of building long-term client relationships, we have earned a reputation for providing unbiased investment advice and preserving capital through strategic investment strategies.
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Brookfield Special Situation

Brookfield Special Situation

brookfield.com
Brookfield is a leading global investment firm that invests in high-quality businesses, creating long-term, sustainable wealth. The company has a diversified portfolio of businesses that encompass renewable power and transition, infrastructure, private equity, real estate, and credit. With a global presence, Brookfield provides a range of retirement savings products to help millions of people achieve sustainable, long-term financial security. The company's success is based on its proven investment and operational expertise, and its ability to bring together complementary businesses to drive growth and innovation.
Poor product quality, unsatisfactory customer service, lack of transparency, and greedy actions.
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Yorkville Asset Management

Yorkville Asset Management

yorkvilleasset.com
Yorkville Asset Management Inc. is an independent investment boutique providing customized, risk-adjusted investment solutions to high net worth individuals, foundations, institutions, and family offices, offering wealth management, estate and tax planning, portfolio management, and capital markets debt and equity advisory services. With a strong dedication to risk management, Yorkville aims to help clients achieve their financial goals.
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Clifton Blake Realty

Clifton Blake Realty

cliftonblake.com
Clifton Blake is a boutique, active asset management firm focused on delivering superior investment performance and long-term financial success to clients. With a deep-rooted philosophy centered on capital preservation and sustainable growth, Clifton Blake prides itself on an approach that emphasizes hard work, a relentless focus on execution, and a dedication to maintaining the highest standards in everything it does. The company is fully integrated, offering real estate private equity and asset management services to clients.
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Paul Goldstein Financial Service

Paul Goldstein Financial Service

paulgoldstein.com
Paul Goldstein Financial Services Inc. develops and implements customized income and estate funding strategies for people interested in boosting their retirement incomes and maximizing the value of their estates. Our solutions incorporate three financial standards: High returns, Guaranteed results, and Tax-effectiveness. With a team of experienced professionals, we offer personalized services suited for every stage of life, tailored to each client's unique circumstances and objectives. We deal with your financial health like a physician deals with your physical well-being, taking the time to understand your financial situation and priorities before making recommendations. Our commitment is to deliver exceptional results and provide peace of mind for our clients.
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Thornmark Asset Management

Thornmark Asset Management

thornmark.com
Thornmark Asset Management Inc. is a wealth management company that provides investment advisory services to its clients. The company offers a range of investment products, including mutual funds, ETFs, and other investment vehicles. Thornmark Asset Management Inc. aims to provide its clients with a clear roadmap to build their wealth and ensure a comfortable retirement.
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Security Financial Services & Investments

Security Financial Services & Investments

securityfinancial.ca
At Security Financial Services & Investment Corp., our goal is to provide customized solutions to cultivate, preserve, and grow your wealth. We strive to provide a tailored and personalized financial plan based on a crystal clear understanding of your needs, goals, and objectives. We offer a wide range of financial products and services, including tax planning, mortgage planning, corporate planning, estate planning, insurance planning, retirement planning, cash management, education planning, and investment planning. Our expert advisors work with you to create a comprehensive financial plan that is tailored to your unique situation and goals.
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Green Flow Financial

Green Flow Financial

greenflow.ca
GreenFlow Financial is a mortgage brokerage that specializes in providing personalized mortgage solutions for individuals and businesses. Our team of experts takes the time to understand your unique financial situation, goals, and aspirations, and crafts tailored strategies to help you achieve your dreams. From mortgages for self-employed borrowers to commercial mortgages and construction mortgages, we offer a wide range of mortgage products to suit your needs. With a focus on exceptional customer service and industry expertise, we are committed to helping you secure the mortgage funding you need to reach your personal and business goals.
The reviews consistently praise the exceptional service, professionalism, and expertise of Green Flow Financial Services.
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Ridgewood Capital Asset Management

Ridgewood Capital Asset Management

ridgewoodcapital.ca
Ridgewood Capital Asset Management is a leading investment management firm, specializing in providing tailored investment solutions to high net worth individuals, foundations, institutions, and Indigenous clients. With over $1.4 billion in assets under management, the company focuses on long-term growth, conservative growth, and long-term capital protection. Ridgewood Capital's team of experienced investment managers work closely with clients to understand their financial goals and develop personalized investment strategies. The company's entrepreneurial approach, combined with a commitment to delivering outstanding service, sets it apart from other asset management firms. With a strong focus on building long-term relationships, Ridgewood Capital has earned a reputation for trust, expertise, and exceptional client service.
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Epic Capital Management

Epic Capital Management

epiccapitalmanagement.ca
Epic Capital Management is a Canadian investment management firm that offers a range of hedge funds and venture capital funds to investors. Their investment strategies focus on providing unique products that combine capital preservation with attractive returns. With a strong track record of outperformance, Epic Capital Management has established itself as a leader in the Canadian investment management industry. Their funds are designed to provide investors with diverse exposure across the capital structure, while maintaining a high degree of liquidity. The firm's investment approach emphasizes value, downside protection, and risk management. With a deep understanding of the Canadian markets, Epic Capital Management has successfully navigated various market conditions to deliver strong returns to its investors.
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Westwood Holdings

Westwood Holdings

westwoodgroup.com
Westwood Holdings Group, Inc. is a focused investment management boutique and wealth management firm founded in 1983. The firm offers a broad array of investment solutions to institutional investors, private wealth clients, and financial intermediaries, specializing in U.S. Value Equity, Multi-Asset, Energy & Real Assets, Income Alternatives, Tactical Absolute Return, and Managed Investment Solutions. The firm's expert advice encompasses every aspect of a client's wealth strategy, including financial planning, trust and estate services, customized investment solutions, and financial services for charitable organizations. Westwood Holdings Group, Inc. is a publicly traded company that communicates with investors, financial analysts, and the public, committed to best-in-class disclosure, transparency, and public relations practices.
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Peregrine Investments Management

Peregrine Investments Management

peregrineinv.com
Peregrine Investment Management is a leading Canadian hedge fund manager that operates with agility, intelligence, and control. The company invites investors to meet its team, learn more about its strategy, and view its performance results. Peregrine Investment Management focuses primarily on equity investments in Canada and secondarily in the United States, with a key area of sector concentration in technology.
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International Trade Devel

International Trade Devel

whitegoldfinancial.com
WHITE GOLD FINANCIAL is a full-service accounting and financial firm that provides a wide range of services, including accounting and tax preparation, debt reduction and settlement, real estate accounting and tax structures, wills, estate and succession planning, and personal real estate corporations. Our experienced team of professionals is dedicated to providing high-level service and expertise to help our clients achieve their financial goals. From individuals to business owners and managers, we offer customized solutions to meet the unique needs of each client. With our all-in-one service approach, clients can trust that their financial needs are being met by a single source. Whether you're looking to start a new business, manage your debt, or plan for your future, WhiteGold Financial is here to help.
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Bcu Wealth Managemnt

Bcu Wealth Managemnt

bcuwm.com
BCU Wealth Management is a full-service boutique investment firm that creates customized financial planning solutions for individuals, families, businesses, foundations, trusts, and non-profit organizations. Our holistic, personal approach to wealth management considers your entire financial outlook, allowing us to design an investment portfolio tailored to your specific goals. We offer comprehensive financial advice, including financial planning, retirement planning, education planning, and estate planning. Our team of experienced advisors works closely with clients to create a personalized wealth management plan that meets their unique needs.
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ABC Funds

ABC Funds

abcfunds.com
I.A. Michael Investment Counsel Ltd. is a Canadian investment management firm providing exceptional portfolio management, investment research, and wealth management services to individuals, families, and institutions. With over three decades of experience, our team of experienced professionals is dedicated to delivering outstanding results and exceptional customer service.
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Tera Capital

Tera Capital

teracap.com
Tera Capital is a financial services company that offers a range of investment products and services to help clients achieve their investment goals. With a focus on innovation and growth, our team of experts provides experienced portfolio management and investment strategies that can deliver significant cash flow and earnings.
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Stewart & Kett Financial Advisors

Stewart & Kett Financial Advisors

stewartkett.com
Stewart & Kett Financial Advisors Inc. is a Canadian financial services firm offering integrated financial planning, investment consulting and oversight, and tax services to wealthy Canadian families with complex financial situations. With over 30 years of experience, our team of experts provides objective, customized advice to help clients achieve their financial goals. From life events to charitable giving, estate planning, and more, our services are designed to provide a solid financial foundation. Our approach is built on transparency, professionalism, and a genuine client connection.
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Toronto International Leadership

Toronto International Leadership

torontocentre.org
Toronto Centre provides programs for financial supervisors, regulators, central bankers, and deposit insurers to help them build and maintain stable, resilient, and inclusive financial systems. Programs can be delivered virtually or in person. The centre offers various programs, including the Certified Financial Supervisor (CFS) Program, to support the development of financial supervisors and regulators. The CFS program aims to build the core supervisory, crisis preparedness, and leadership skills candidates require to address the most pressing issues in the financial services industry.
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Calrossie Investment Management

Calrossie Investment Management

calrossie.com
Calrossie Investment Management Inc. is a boutique investment management company focused on delivering better-than-average returns for lower-than-average fees. The company manages the Calrossie Partners Fund, which combines the long-term performance advantages of a core portfolio of Canadian dividend-paying stocks with the benefits of a smaller, more actively-traded portfolio of North American securities.
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Longview Asset Management

Longview Asset Management

longviewassets.com
Longview Asset Management Ltd is an investment management firm that takes a long-term approach to helping their clients achieve financial security. They believe in removing emotion from investing and adhering to a rigorous process to build and protect wealth. With a team of experienced professionals, they manage one portfolio of stocks for their clients, known as the Longview Portfolio. They also offer returns combined with relatively low volatility and are committed to highly-disciplined investing and first-class service.
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Caldwell Financial

Caldwell Financial

caldwellfinancial.com
Caldwell Financial Ltd. provides independent, personalized, and innovative wealth management strategies, investment solutions, and insurance products for individuals, families, corporations, trusts, and foundations. With over 40 years of experience, our team of experienced professionals offers customized investment advice, discretionary investment management, and insurance services designed to help our clients achieve their financial objectives.
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Youfirst Financial

Youfirst Financial

youfirstfinancial.com
YouFirst Financial Inc. is a boutique portfolio management and financial planning firm providing multi-asset discretionary investment management for private clients and trusts in Canada. With assets under management exceeding $45 million, our team of experienced professionals delivers exceptional service and results to our clients, offering custom tailored portfolios, competitive fees, and personalized service.
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Rempart Asset Management

Rempart Asset Management

rempart.ca
Rempart Asset Management specializes in discretionary investment management for individuals, private corporations, and foundations. Our firm takes a professional approach to diversified portfolio management that features discipline, a focus on quality, and conservative risk management. It is Rempart's mission to provide steady performance with relatively low volatility.
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Lorne Steinberg Wealth

Lorne Steinberg Wealth

steinbergwealth.com
Lorne Steinberg Wealth Management is an independent investment firm providing discretionary management services for private clients and institutional investors. Our approach to investing is founded on a value-based philosophy, where we focus on buying quality businesses that meet our strict financial criteria and trading at a price below their intrinsic value.
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Turtle Creek Asset Management

Turtle Creek Asset Management

turtlecreek.ca
Turtle Creek is an independent investment management firm with a 25-year history, focused on long-term capital growth for high-net-worth families, institutions, and wealth advisors. We employ a rigorous, repeatable investment approach focused on minimizing risk, with a unique process that enables us to continuously optimize our portfolios. Our partners are fully committed, with their investable wealth invested alongside our clients'. We focus on mid-cap public equities, targeting 25-30 high conviction holdings, and believe in minimizing risk through a deep and thorough understanding of each investment.
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Timbercreek Financial

Timbercreek Financial

timbercreekfinancial.com
Timbercreek Financial is a leading non-bank lender providing shorter-duration structured financing solutions to commercial real estate investors, offering a range of services including commercial real estate financing, investment management, and mortgage servicing.
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Infinity Finance & Investment

Infinity Finance & Investment

ifii.ca
Infinity Finance & Investment Inc is a comprehensive financial services provider, catering to the needs of individuals, families, and businesses. We offer expert services in accounting, tax preparation, payroll management, insurance, investment, and financial advisory. Our team of financial specialists is committed to providing personalized solutions to help clients achieve their financial goals. Whether it's tax preparation in Toronto, accounting services, or investment advice, we strive to deliver quality and reliable services.
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Investor Economics

Investor Economics

investoreconomics.com
Investor Economics is a renowned financial services industry research and consulting firm, providing unique information and business intelligence to empower the wealth management community. We deliver unmatched research data, analysis, and insights on the retail financial services industry, covering topics such as wholesaling, investment funds, fintech, insurance, and more. Our subscription-based research products include monthly, quarterly, semi-annual, and annual reports, as well as commissioned studies and thought leadership initiatives. Our clients appreciate our people-driven approach, which focuses on building close relationships and delivering tailored solutions to help them prosper and grow.
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Focus Asset Management

Focus Asset Management

focusasset.ca
Focus Asset Management is a multi-generational partnership dedicated to long-term capital growth, capital preservation via asset class diversification, and world-class financial advice. Our team of professionals has managed investment portfolios through the most turbulent periods of the last 30 years and we are passionate about helping our clients find the best solutions to meet their financial needs. We offer a range of investment strategies across multiple asset classes, with the expertise and services to provide the best solution for our clients' unique needs.
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Pearl Financial Group

Pearl Financial Group

pearlfinancialgroup.ca
At Pearl Financial Group, we provide expert wealth management solutions to help our clients achieve their financial goals. Our team of experienced investment advisors offers a range of services, including investment planning, retirement planning, estate and trust planning, personal banking services, insurance planning, and education planning. We take a holistic approach to wealth planning, understanding that each client has unique circumstances and goals. Our team works closely with clients to develop personalized investment strategies, providing access to over 75 years of investment experience and the vast resources of iA Private Wealth.
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Goodreid Investment Counsel

Goodreid Investment Counsel

goodreid.com
Goodreid Investment Counsel Corp. is a private, employee-owned investment management firm that focuses primarily on the needs of high net worth families, individual investors and institutions. With many decades of combined industry experience, our portfolio managers employ a disciplined approach to investing to ensure that each client's portfolio is made up of quality debt offerings and some of the world's best companies. We offer an actively managed portfolio approach, providing investment solutions for individual clients as well as pensions, estates, trusts, corporations, and charitable and endowment funds. Our goal is to outperform relevant indices and our competition, while also offering attractive and competitive opportunities to the institutional market.
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Newgen Asset Management

Newgen Asset Management

newgenfunds.com
NewGen Asset Management is an employee-owned, alternative investment manager based in Toronto, Canada. The firm specializes in absolute return strategies that seek to provide consistent uncorrelated returns and capital preservation during periods of market volatility. With over 20 years of combined experience, the investment team employs active fund management strategies driven by a fundamental research process designed to identify market inefficiencies.
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Sei

Sei

seic.com
SEI is a global leader in providing technology and investment solutions to the financial services industry, helping clients power growth, make confident decisions, and protect futures through innovative solutions that address complex business challenges. Our services include technology, operations, and asset management solutions designed to improve efficiency, performance, and decision-making. With a commitment to building brave futures through the power of connection, we are dedicated to fostering a culture of innovation, collaboration, and inclusivity.
The reviewer praises the company's SEI Wealth platform for private banks and wealth managers.
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Bell Kearns & Associates

Bell Kearns & Associates

bellkearns.com
At Bell Kearns & Associates, we specialize in providing expert wealth management services to foundations and families. Our independent and unbiased approach ensures that our clients receive personalized investment strategies tailored to their unique needs and goals. With a team of experienced professionals, we take the complexity out of managing wealth, allowing our clients to focus on enjoying their wealth rather than worrying about it. Our disciplined and risk-conscious approach has earned us a reputation for delivering high-performance results. Our philosophy is built on patience, thoroughness, and independence, ensuring that our clients receive the best possible guidance for their financial futures.
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Barrantagh Investment Management

Barrantagh Investment Management

barrantagh.com
Barrantagh Investment Management Inc., established in 1995, provides disciplined independent value investing for Private Clients, Pensions, Foundations, Indigenous Communities, Corporations, and Sub-Advisory relationships. The firm is committed to a high level of client service provided directly by the experienced partners. We are dedicated to preserving our client's capital while generating growth through consistent application of our value-based fundamental investment philosophy.
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Hillsdale Investment Management

Hillsdale Investment Management

hillsdaleinv.com
Hillsdale Investment Management is an independent, employee-controlled, and client-aligned investment boutique founded in 1996. With over $4 billion in assets under management, the company specializes in equities, alternatives, ESG, and customized mandates. Hillsdale is recognized for its investment and service excellence, achieved through a relentless pursuit of research and development and employee dedication.
Best advice, attentive service, and remarkable returns.
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Bloom Investment Counsel

Bloom Investment Counsel

bloomfunds.ca
Bloom Investment Counsel, Inc. is an independent, management-owned company that provides active investment management services to high net worth individuals, foundations, corporations, institutions, and trusts. With over 30 years of experience, the company specializes in managing segregated income equity portfolios, comprised of dividend-paying common equity securities, income trusts, and real estate investment trusts. The team of investment professionals, led by President Paul Bloom, uses a fundamental analysis approach to select stocks and employ a value-oriented investment philosophy.
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Donville Kent Asset Management

Donville Kent Asset Management

donvillekent.com
Donville Kent Asset Management Inc. is a highly specialized asset management firm that manages investments on behalf of individual investors as well as select institutions. Our commitment to our strategy has led to our beating the market in 12 of the last 16 years. We remain dedicated to our proven strategy and look forward to compounding excellence even further in the years to come.
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