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AMONG OUR CLIENTS... |
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Morgan Stanley Smith Barney, a global leader in wealth management, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust.
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BMO Nesbitt Burns is a leading wealth management firm offering professional advice to investors.
By partnering with their clients, BMO Nesbitt Burns helps Canadians make the right financial decisions to achieve their life goals.
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Canaccord Wealth Management is one of Canada’s leading independent investment dealers, with 31 offices across the country.
The Wealth Management division provides
individual clients and companies with wealth management strategies, investment opportunities, and financial planning solutions. Through Canaccord’s full suite of financial products and services, clients benefit from the development of a complete wealth management strategy tailored for their specific financial objectives.
Canaccord Wealth Management is a division of Canaccord Genuity Corp., a member of the Canadian Investor Protection Fund, Investment Industry Regulatory Organization of Canada
(IIROC), and The Toronto Stock Exchange (TSX).
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The retail brokerage arm of Desjardins Group.
Desjardins Securities offers full-service brokerage through its investment advisors, and online brokerage services through its Disnat division. Desjardins Group is one of the preeminent financial services providers in the Quebec market.
 DESJARDINS SNAPSHOT (pdf)
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A full service investment firm specializing in investment counseling since 1854,
Hilliard Lyons is based in Louisville, Kentucky and has more than 70 branch offices
and 400 plus Financial Consultants across the US Midwest and Southeast.
HILLIARD LYONS SNAPSHOT (pdf)
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Janney is one of America's oldest full service brokerage companies.
With a history dating back 170 years, Janney controls the
second oldest seat on the New York Stock Exchange. Totalling nearly 1,000 investment advisors, Janney Montgomery Scott has a distribution network that
extends from New England to Florida. Janney also has access to the extensive resources of its parent company, The Penn Mutual Life Insurance
Company. Penn Mutual is one of the 15 largest mutual insurance companies in the US, with over $12 billion in
assets.
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Odlum Brown Limited is an independent, British Columbia based, full-service investment firm focused on providing professional investment advice, objective research and personalized client service.
The firm offers equities, fixed income, mutual funds and GICs, as well as financial, retirement and estate planning, and a Young Investors Club for children.
ODLUM BROWN SNAPSHOT (pdf)
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Richardson GMP is a powerful wealth management firm where tradition and innovation converge.
It brings together the Richardsons’ proven history in wealth management with GMP’s innovation, energy and entrepreneurship.
Investment Advisors who are invited to join our firm are experienced industry leaders who have built successful practices founded on trust and integrity with a focus on consistent performance and exceptional service.
Taking full advantage of the firm’s independence, Investment Advisors provide truly unbiased advice and access to exclusive wealth management and innovative investment services. They deliver customized solutions focused on protecting and enhancing the wealth of successful Canadian families and entrepreneurs.
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The investment arm of Scotiabank, and a division of Scotia Capital Inc.
Scotiabank is one of Canada's largest financial organizations with over $280 billion in assets. One of the country's leading full-service brokerage firms, ScotiaMcLeod has over 800 advisors serving clients in more than 70 offices from coast to coast.
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A full-service brokerage firm with over 250 financial advisors in locations throughout Virginia, West Virginia, North and South Carolina and Georgia.
Scott & Stringfellow is a part of BB&T Corporation (NYSE: BBT).
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Southwest Securities, Inc., a member of the New York Stock Exchange and other major exchanges, provides securities brokerage, investment banking and securities clearing services to a broad range of individual, corporate, public and industry clients.
The firm is a wholly owned subsidiary of SWS Group, Inc., a financial services holding company whose stock is listed and traded on the New York Stock Exchange under the symbol, SWS.
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Wellington West is a full-service independent investment dealer specializing in family wealth management and capital markets services to institutions and corporate issuers in certain niche markets.
With more than 500 employees across Canada, Wellington West provides investment management, financial planning, insurance, asset management and capital markets services.
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Ziegler Wealth Management. Ziegler's financial advisors offer investors a full array of solutions to help achieve their financial goals. More importantly, our trusted, experienced financial advisors offer honest, unbiased advice. No matter which stage of life an investor is in, or how complex a personal situation is, our professional advisors take the time to learn about their clients. Our solutions encompass traditional brokerage services, professionally managed accounts and sophisticated options such as alternative investments.
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