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AMONG OUR CLIENTS... |
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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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Founded in 1926, Butler Wick now stands as a network of branch offices throughout Ohio, Western Pennsylvania and Western New York.
As a full service investment firm, Butler Wick offers a range of products and services - including investments, insurance, retirement, trust and estate services and specialized wealth management solutions. Butler Wick & Co., Inc. is a registered broker dealer and member FINRA/SIPC. Butler Wick Corp. is a subsidiary of United Financial Community Corp.
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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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GMP Private Client is a full-service investment firm focused on the affluent client
and their financial objectives.
Their mission is to be the premiere investment firm in Canada. GMP offers portfolio guidance
through an innovative suite of investment solutions that provide their clients with superior
wealth preservation and growth strategies, experienced investment advisors who instill
confidence and trust and independent advice.
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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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Morgan Keegan, one of the nation's largest regional full-service brokerage and investment banking firms, is the securities brokerage subsidiary of Regions Financial Corporation (NYSE: RF).
Headquartered in Memphis, Tennessee, Morgan Keegan has some 400 offices in 19 states.
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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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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).
SCOTT & STRINGFELLOW SNAPSHOT (pdf)
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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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Founded in 1901, Sterne Agee is one of the oldest and largest privately owned brokerage firms in the United States.
A member of the New York Stock Exchange, Sterne Agee has headquarters in Birmingham, Alabama and offices in 22 states.
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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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