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  • allvista.ca
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Allvista Investment Management is an independent investment counseling and portfolio management firm providing comprehensive, disciplined, and personalized wealth management services to individuals, trusts, and corporations...

Relevance: 53.259407
  • tricert.ca
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TriCert Investment Counsel is a registered portfolio management firm wholly owned by TriCert Financial Group. Working with your accountant and financial planner, our portfolio managers take a quality, sector-based (QSect™) approach to investing.....

Relevance: 50.18576
  • mstone.com
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Milestone Investment Counsel Inc. is a member of the Portfolio Management Association of Canada (PMAC)... At Milestone Investment Counsel, we take pride in providing our private wealth clients with what we sincerely believe is the best offering of..

Relevance: 49.18725
  • www.highviewfin.com
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HighView Financial Group is a professional boutique investment counselling firm for affluent Canadian families and foundations... HighView was founded in 2005 to connect with Canadian entrepreneurs and affluent Canadian families on a deeper level...

Relevance: 48.676796
  • ospreywealthcoaching.com
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Osprey Money Management is dedicated to providing educated, experienced counsel to individuals interested in all aspects of financial planning, investment, and portfolio management for life-long financial wealth...

Relevance: 44.464504
  • blueskyic.com
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At BlueSky Investment Counsel, we are part of a small group of investment firms in Canada with a fiduciary duty to our clients to act with care, honesty and good faith. BlueSky Investment Counsel is a member of the Ombudsman for Banking Services and..

Relevance: 43.791794
  • www.sterinv.com
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Sterling Investment Counsel, LLC, is an independent, SEC Registered Investment Advisor that focuses on providing comprehensive investment management services. With over 90 years of combined investment experience our team of professionals are..

Relevance: 43.53591
  • www.cansofunds.com
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Canso Investment Counsel Ltd. was founded in 1997. Our business is the fundamental valuation of financial securities and the management of investment portfolios... Canso Investment Counsel Ltd. provides portfolio management services to institutional..

Relevance: 43.419678
  • centurioncounsel.com
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Established in 1984, Centurion Counsel is a prudent money manager that focuses exclusively on the investment management of its clients' portfolios. Our dedicated team works with each client individually so that we focus on the unique needs of that..

Relevance: 43.02893
  • www.thebinkleygroup.com
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Binkley Wealth Management Group is a fee-only wealth management firm dedicated to value-added and personalized client service as well as unbiased asset management, financial planning, and investment counsel. The firm's objective is simply to become..

Relevance: 42.140686
  • pmac.org
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Established in 1952, the Portfolio Management Association of Canada (PMAC) is a forum for Portfolio Management firms to share best practices and industry knowledge. PMAC was formerly known as the Investment Counsel Association of Canada (ICAC). The..

Relevance: 41.445328
  • waterstoneinv.com
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​As investment advisors to clients throughout the United States, we are experienced in all areas of wealth management such as: IRA's, IRA rollovers, Roth IRA's, 401(k)'s, 401(k) rollovers, retirement planning, and investment management... As an..

Relevance: 41.058014
  • www.delucaveale.com
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We are a fully independent, experienced, and accredited portfolio management firm and, as such, we are not incented to sell specific third-party investment products or mutual funds to our clients. You can be certain that the only interests we serve..

Relevance: 40.997337
  • hamrickinvestment.com
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Hamrick Investment Counsel, LLC is a Seattle-based fully independent investment advisory firm offering unbiased fee-only customized portfolio management and financial planning. We partner with individuals, foundations, and nonprofit organizations to..

Relevance: 40.601227
  • www.montgomerycapitaladvisors.net
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Montgomery Capital Advisors, LLC is committed to offering highly customized advice and superior services to a small cadre of discerning clients... Montgomery Capital Advisors, LLC, is an independent fee-only registered investment advisory firm,..

Relevance: 40.3653
  • www.yorkvilleasset.com
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Yorkville aims to help high net worth individuals, foundations, institutions, and family offices achieve their financial goals through our wealth management, estate and tax planning, portfolio management, and capital markets debt and equity advisory..

Relevance: 40.296394
  • www.wesselinvestment.com
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As a fully independent advisory firm, we provide financial planning and portfolio management services in the purest sense. And because we are "fee-only," our objectivity is not tested by the lure of commissions or referral fees... As a fee-only..

Relevance: 39.790817
  • chestnutstreetic.com
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As an independent investment advisory, Chestnut Street Investment Counsel is also a true fiduciary, meaning they are bound to invest only in the best interest of their clients. "There aren't a lot of investment firms that call themselves a..

Relevance: 39.746544
  • casselsinvestment.com
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Cassels Investment Management Inc. (CIM) is an investment counsel/ portfolio manager founded in 2000 by Robert Cassels and Liis Palmer. The company manages both taxable and nontaxable discretionary accounts for high net worth individuals and..

Relevance: 39.416073
  • www.ici1929.com
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Investment Counsel, Inc. offers expert portfolio composition and management services. Embracing a tradition of research, service, and solutions, we form client relationships that last for generations... That's how we've built our tradition of..

Relevance: 39.41364
  • chelseamanagement.com
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Chelsea Management Company was founded in 1971 by Frederick Ruopp to provide investment counsel to individual and institutional clients. As CEO, Chairman, and Chief Investment Officer from the firm's inception to the time of his death in 2019, Mr...

Relevance: 39.09961
  • dorchesterwealth.com
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With offices in Montreal and Toronto, we provide investment counsel to clients across North America and overseas through an unbiased and highly personalized approach to professional investment management. We are committed to building long term..

Relevance: 38.987144
  • www.forthrightfp.com
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From newlyweds to retirees, Forthright Financial Planning believes that EVERYONE deserves good counsel. We help you plan for a great future... Forthright Financial Planning believes that EVERYONE deserves good counsel. We help our clients plan for a..

Relevance: 38.7303
  • www.warwickgroup.com
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Warwick Capital Group is a family office backed private equity investment firm. We make growth equity investments in profitable middle market companies with the goal of growing them into "best in class" businesses... Warwick Capital Group is a..

Relevance: 38.665874
  • www.portlandic.com
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Portland is a firm in Burlington that specializes in financial advice, wealth creation and providing access to opportunities reserved for affluent investors... The Portland Difference. We have garnered a reputation for being a long-term shareholder..

Relevance: 37.64652
  • freedom-ic.com
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Our vision is to offer a different model for investment advice and portfolio management. You will have great flexibility to choose the investments that are right for you with the assistance and understanding we provide. You will have choices where to..

Relevance: 37.440384
  • www.premier-wealthstrategies.com
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PREMIER WEALTH STRATEGIES is an Independent Wealth Management Firm providing professional investment portfolio management, retirement planning and other services to help preserve and grow a client's net worth. Premier incorporates various strategies..

Relevance: 36.00936
  • www.oshervandevoorde.com
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Among investor's greatest challenges today is to implement and abide by an investment strategy that preserves buying power and meets future income needs throughout retirement without assuming undue risk. At Osher Van de Voorde Investment Management,..

Relevance: 35.987305
  • enrichedinvesting.com
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Enriched Investing Incorporated is an independent Investment Counsel firm with expertise in customized portfolio management solutions and retirement planning... To begin, we have a chat - about you and what's important to you and how you got to..

Relevance: 35.937447
  • www.firstavenuecounsel.com
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Your portfolio manager at First Avenue is a fiduciary. That means we have a duty to act with care, honesty and good faith, always in the best interest of our clients. Investment decisions must be independent and free of bias. As fiduciaries, we are..

Relevance: 35.85887