1. Ralph Zeidan has received glowing reviews from satisfied customers, praising his personalized approach, attention to detail, and commitment to their needs. Clients appreciate his professionalism, knowledge, and availability, making their insurance experience a positive one. Working with Ralph is described as a truly positive and seamless process, with clients feeling well tak more...

Mercer Private Wealth Management has received positive reviews for being a great HR consulting firm with renowned actuaries known for their professionalism, knowledge, and diversity. The company has a long history dating back to 1945 and has grown into a leading provider of actuarial services and benefits consulting. Mercer is committed to building better futures for clients aro more...

Dorchester is committed to helping clients reach their financial goals by providing unbiased, highly personal investment management services. Dorchester has been registered with l'Autorite des marches financières du Quebec as well as the Securities Commissions of Alberta and British Columbia, Manitoba, and New Brunswick. The Securities and Exchange Commission of the United more...

Palos Wealth Management has been registered with Quebec's provincial regulators as a portfolio manager and the Autorite des Marches Financiers, in Quebec. Palos Wealth Management is also registered as an Exempt Market Dealer and a portfolio manager for derivatives. Portfolio management is a team of experienced investment professionals with extensive knowledge and experience more...

RBC Wealth Management is the company you can trust to assist you in achieving your financial goals. You may have aspirations for your family or business, and you might want to leave a legacy. Our team can assist you in navigating opportunities, changes, and challenges that arise from generation to generation. Each person has their own values, goals, and needs. So we take time t more...

CI Assante Wealth Management, one of Canada's largest wealth management companies, supports 900 advisors and manages over $46 Billion in wealth for Canadian business owners and families. Assante is a division of CI Financial Corp. which is a global diversified investment firm. The most significant decision you will ever make is choosing a financial partner. CI Assante Wealt more...

Echelon offers investors unbiased solutions for their investments, exceptional service, and professional management. Our doors opened in 2010, as Euro Pacific Canada. Since then, we've been steadily growing. We tripled our size after acquiring Dundee Goodman Private Wealth in early 2016. This allowed us to expand our services, increase our expertise and extend our geographic more...

Lorne Steinberg Wealth Management, an independent investment company that offers discretionary management services to private clients as well as institutional investors, is Lorne Steinberg Wealth Management We are a firm believer in valuing the business we invest in. This means that we only buy quality companies that are financially sound and are selling them at a lower price t more...

Our Investment Advisors are available to help customers find the best solutions for them. These advisors go beyond by listening to their clients and understanding what they want. We use a strategic approach to wealth management to make sure that all aspects of your financial lives are working in harmony to meet both your current needs and future goals. Taking aspects of your f more...

Mount-Royal Wealth Strategies Group allows clients to access discretionary investment. This option leaves you free to concentrate on other important things. We manage your portfolio and respond quickly to unexpected opportunities or risks in exchange for one transparent asset-based expense. The customized wealth management plan we create guides our strategy. It is tailored to yo more...