Companies similar to NELSON INSURANCE SERVICES
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  • www.nelsonfinancial.ca
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Ownership & Registration: Nelson Portfolio Management Corp. (NPMC) is an independent, discretionary portfolio management firm registered in the provinces of Ontario, Manitoba, Alberta and BC; and is registered as an Investment Fund Manager in Ontario..
Relevance: 33.04659
  • 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: 32.736443
  • www.marketfield.com
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Marketfield Asset Management LLC ("Marketfield") is a registered investment advisor that offers discretionary portfolio management for private and institutional clients, typically as advisor or subadvisor to funds and products. The firm is an..
Relevance: 29.62832
  • youfirstfinancial.com
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Established in 1996, YouFirst Financial is a boutique portfolio management and financial planning firm, registered in the province of Ontario, providing multi-asset discretionary investment management for private clients and trusts in Canada. Our..
Relevance: 27.576366
  • capitalwealthplanning.com
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Capital Wealth Planning is a fee-based, SEC Registered Investment Advisory firm, specializing in managing discretionary strategies. Investors and advisors can learn more about access to the institutional wealth management platforms through separately..
Relevance: 27.21466
  • www.balkerneassetmanagement.com
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Balkerne Asset Management is a trading style of Capel Court Plc which is authorised and regulated by the Financial Conduct Authority (Registered Number 154146)... Balkerne Asset Management provides a cost-effective, discretionary portfolio..
Relevance: 27.095959
  • www.montgomerycapitaladvisors.com
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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: 26.953371
  • www.peaqadvisors.com
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PeaQ Advisors Ltd is an independent investment advisor in Mauritius offering Discretionary and Non-Discretionary Portfolio Management and Pension Fund Management services... To accompany our clients on their investment journeys by providing them..
Relevance: 26.690134
  • rivemont.ca
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Founded in 2010, Rivemont is a portfolio management firm offering both traditional and innovative investment strategies to investors seeking to achieve satisfactory returns along with an effective management of market volatility... Rivemont is..
Relevance: 26.23036
  • girikcap.com
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Founded in 2009, Girik Capital is a Mumbai based SEBI registered portfolio manager providing discretionary asset management services. Our focus is Indian listed equities and we cater to corporates, institutions, family offices and individuals from..
Relevance: 26.046026
  • www.rogersadvisors.com
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Rogers Investment Advisors, LLC is a boutique concierge wealth management firm based in the San Francisco Bay Area. We are licensed as a registered investment advisor by the State of California, and can accept clients throughout the United States. We..
Relevance: 26.038399
  • www.palisade.ca
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Palisade Capital is a Calgary-based portfolio manager and investment fund manager. We are independent and management-owned... Palisade Capital is registered with provincial securities regulators in the categories of Portfolio Manager (Alberta,..
Relevance: 25.798906
  • tactex.ca
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Tactex Asset Management is a Canadian based wealth management firm founded in 2011. Tactex Asset Management is registered as a Portfolio Manager in all Canadian provinces, as an Investment Fund Manager in the provinces of Ontario and Quebec, and as..
Relevance: 25.642586
  • agreyacapital.com
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Agreya Capital is a SEBI registered portfolio management service provider bearing SEBI registration number INP000006077 offering both discretionary and non-discretionary fund management services. Agreya means "First" in Sanskrit as we aim to become..
Relevance: 25.577053
  • www.mimwealth.com
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Mikalachki Investment Management was founded in London, Ontario by Sandy Mikalachki in 1998. Rebranded as MIM Wealth in 2012, we manage discretionary portfolios for individuals, families and foundations in Ontario. Strongly believing in singleness of..
Relevance: 25.508955
  • inkwellcapital.com
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Inkwell Capital is a registered investment adviser which offers personalized discretionary portfolio management services to individuals and institutions... Inkwell provides discretionary portfolio management services to individuals and institutions..
Relevance: 25.474583
  • ca.rbcwealthmanagement.com
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At Karen Ewald Wealth Management, our clients have very personalized wealth management needs and we strive to understand what matters most to you and your family... We are located in Chatham, Ontario and have all the resources of one of the world's..
Relevance: 25.474342
  • leeturner.ca
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We provide tailored discretionary investment management to investors of most sizes, from individuals & families to foundations, charities and non-profit organizations... We employ stringent top-down, fundamental analysis to build a portfolio of..
Relevance: 25.40468
  • innerkip.com
Innerkip is an Investment Management Firm serving primarily high net worth clients in Ontario, Canada... We are an independent, Ontario-based investment management firm registered as a Portfolio Manager and Investment Fund Manager with the Ontario..
Relevance: 25.366951
  • gwmam.co.uk
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GWM Asset Management Limited is an investment management business, focussed on providing and managing model portfolios on a discretionary basis... GWM Asset Management Ltd. does not offer financial advice. However, our partner company, Grosvenor..
Relevance: 25.1203
  • ccminc.com
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CCM Investment Advisers, LLC is a registered investment adviser with over $1 billion in discretionary assets under management. We offer a complete array of investment styles with proven records of competitive investment returns... CCM Investment..
Relevance: 25.119184
  • www.mittlemanbrothers.com
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Mittleman Investment Management, LLC ("MIM") is an SEC-registered investment adviser that provides discretionary investment management services to institutional investors and high-net-worth individuals...
Relevance: 24.938923
  • powerpacificim.com
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Power Pacific Investment Management is a Shanghai and Montreal based investment boutique owned by Power Corporation of Canada. We invest in Chinese equities with high conviction and a fundamentals-based, research driven investment process... Power..
Relevance: 24.871838
  • www.andrewsgwynne.co.uk
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We are an Independent Private Wealth Management firm, providing bespoke discretionary portfolios with tailored financial advice... Since 1979 we have specialised in building personal long-term relationships with private clients, combining purely..
Relevance: 24.84729
  • ca.rbcwealthmanagement.com
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Monte provides more than 35 years of experience in the investment industry. Monte has been a discretionary portfolio manager since 2009 and provides a disciplined approach to portfolio management with a clear, objective and long-term methodology..
Relevance: 24.8271
  • odonnellwm.com
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O'Donnell Wealth Management is a full-service discretionary investment management firm. Discretionary investment management is a form of investment management in which buy and sell decisions are made by a portfolio manager for the client's account...
Relevance: 24.439402
  • 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: 24.22581
  • www.libertyiim.com
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Liberty offers discretionary investment management services through segregated accounts to high net worth clients in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario, Quebec, New Brunswick, Nova Scotia and Newfoundland & Labrador. Liberty's..
Relevance: 24.16453
  • udinewealthmanagement.com
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Udine Wealth Management is an independent registered investment advisor licensed to provide discretionary portfolio management services to individual and institutional investors... The Udine Wealth Management investment team is lead by our Chief..
Relevance: 24.0194
  • www.lauercapital.com
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Lauer Capital Management Ltd. is an independent, SEC registered investment advisory firm located in Sioux Falls, South Dakota. We are a trusted partner to our clients, providing them with personalized discretionary investment management services...
Relevance: 23.852808