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31-60 of 273 results

  • www.theplanningperspective.com
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As the public becomes increasingly more focused on the importance of their financial well-being, many are seeking partners who understand the complexities of financial planning. This process involves the management of a clients' entire financial..
Relevance: 24.398466
  • www.tiebeam.com
For over a decade, TIEBEAM has been a paradigm in providing strength and support to entrepreneurs driven by vision and passion to build great companies. TIEBEAM focuses on information technology startups with enormous market potential. TIEBEAM draws..
Relevance: 24.07567
  • tricert.ca
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TriCert Investment Counsel, formerly Independent Accountants' Investment Counsel (IAIC), is a registered portfolio management firm founded in 1999, managing over $2.5 billion in assets under management (AUM) for thousands of households across all ten..
Relevance: 23.765799
  • 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: 23.0922
  • www.theindexhouse.com
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The Index House is a Private Counsel portfolio management firm focused on modern investor practices including an indexing approach to investing... The Index House operates as "The Index House Private Counsel Portfolio Management" in British Columbia..
Relevance: 22.956854
  • coerente.ca
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Coerente Capital Management is an independent boutique investment counselling firm specialising in discretionary, segregated portfolio management for high net worth individuals, holding companies, trusts/estates and foundations... Coerente Capital..
Relevance: 22.28853
  • 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: 22.057467
  • www.schwartzinvest.com
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We provide effective investment counsel because of our intimate knowledge of the financial markets and a thorough understanding of each client's investment objectives... As of December 31, 2023 we have been entrusted with $3.3 billion of investors'..
Relevance: 21.899963
  • www.uniplanic.net
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Uniplan Investment Counsel is a boutique investment firm, with roots dating back to 1984, that manages a variety of portfolios primarily for US clients...
Relevance: 21.852524
  • www.dwightinvestmentcounsel.com
In 2019, Lance Dwight founded Dwight Investment Counsel, LLC, out of Boston, Massachusetts, under the same name and logo of his late father's company. Dwight Investment Counsel specializes in preserving, managing, and growing the investment..
Relevance: 21.811522
  • 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: 21.80348
  • 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: 21.281353
  • colchesteric.com
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Colchester Investment Counsel LLC is an independent investment management firm founded in 2000. Our entire focus is on offering objective, customized and effective investment solutions, and an unsurpassed level of personal service, to our clients.....
Relevance: 20.834219
  • www.hybridge.ca
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Established in 1997, Hybridge Investment Management is a Canadian independent investment counseling firm based in British Columbia. We provide professional investment management services primarily to individuals, RRSPs, RRIFs, charitable..
Relevance: 20.792618
  • 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: 20.736025
  • 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: 20.689535
  • www.bushassociatesltd.com
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Bush Associates Ltd. is a fully integrated investment counselling firm serving individuals, families, estates, trusts and investment holding companies. Each investment portfolio is managed separately and designed to meet each client's unique..
Relevance: 20.66198
  • www.orthosadvisory.com
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Orthos Advisory is an independent investment counseling firm which helps clients to manage their investment assets in a professional and cost-effective way... Orthos Advisory AG was founded in 2013 and is a FINMA licensed portfolio manager,..
Relevance: 20.564814
  • 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: 20.340496
  • 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: 20.215088
  • 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: 19.898613
  • tradexceed.com
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TradeXceed Investments Inc. is registered in British Columbia, Canada and provides Trade Management, Trade Advisory, Investment Advisory & Management Services to Institutions and Individual Clients Globally... We are pleased to offer Investment..
Relevance: 19.67274
  • www.pentainvestment.com
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At Penta Investment Counsel, we manage your portfolio with one thing in mind - You. We build relationships upon integrity, trust, careful listening and highly personalized service... Penta Investment Counsel builds long-term relationships with its..
Relevance: 19.254587
  • wicinvest.com
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Founded over 40 years ago, Willis Investment Counsel is an independent wealth management firm with over $3 billion in assets for a wide array of clients including individuals, corporations, captive insurance companies, foundations, endowments, and..
Relevance: 19.099216
  • www.leithwheeler.com
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Whether you're an individual, institution or advisor, we offer a customized portfolio and a long-term plan for your success... Leith Wheeler offers F-Series Funds through investment advisors on a fee-for-service or discretionary basis. Our fees are..
Relevance: 19.09712
  • 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: 19.086714
  • pcj.cclgroup.com
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PCJ is part of the Connor, Clark & Lunn Financial Group, a multi-boutique investment management company whose affiliates collectively manage approximately $98 billion in financial assets... PCJ Investment Counsel Ltd. (PCJ) provides discretionary..
Relevance: 19.000866
  • 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: 18.937248
  • 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: 18.90559
  • 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: 18.814749