Our Partners
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AmCan Financial, LLC was founded in 2003 to provide a comprehensive resource to clients living anywhere in the world, with placement in the U.S. and Bermuda life insurance markets. Its principals have over five decades of broad experience in financial services in both Canada and the United States. | |
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Connor, Clark & Lunn Financial Group is a multi-boutique asset management firm that provides a broad range of distinct and independently managed investment products and services to Canadian individual and institutional investors through a diverse family of affiliates. |
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Guardian Capital LP is an investment management organization providing investment management services to both institutional and retail clients. Guardian offers balanced fund mandates, specialty Canadian equity, fixed-income expertise and, investment management for U.S., International and Global mandates. Products are offered on a segregated and pooled fund basis. |
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Serre Financial is a Financial Services company that focuses on its expertise in aiding professionals, new and existing business owners and executives by mastering and utilizing complex benefits and proven strategies within the Income Tax Act. |
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STRATA Benefits Consulting is a team of benefit consultants, with extensive experience in group benefits. We possess an unsurpassed reputation, and are considered excellent problem solvers and unparalleled strategists. Our philosophy is simple: We view ourselves as more than an outside advisor. When a client hires us, we become part of their team, constantly looking out for our client’s best interest. |
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Walton Capital Management is an Exempt Market Dealer with more than 75 Account Managers. We offer land-based real estate investments manufactured by Walton International Group to qualified investors resident in Canada. These investments include pre-developed land offerings and development land offerings. |
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