Ontario Financial Services/Money Management and Investment Sevices

Ontario Financial Services
Money Management and Investment Sevices

Ontario Financial Services
Money Management Services
Corporate Receivership
Bankruptcy
Mutual Funds

A. John Page and Associates
Insolvency and restructuring professionals. Corporate receivership, bankruptcy, CCAA.
AGF Management
Over 40 funds ! Fixed incoming, balanced, general and specialized equity, and aggressive funds. Bilingual in English and French.
Altamira Financial Services Ltd.
Wide variety of investment services including mutual funds.
Bankworks
Offers financial technology market research, consulting and project management services.
Berkshire Group Inc.
Provides clients with personalized financial planning service and support.
Brant Securities
Independent full service securities company offer service in corporate and personal finance and institutional equity.
Campbell Valuation Partners Limited
Business valuation consulting firm specializing in mid-market business sales and acquisition transactions.
CIBC
Canadian Imperial Bank of Commerce
A national, full-service bank offering a wide range of personal and business banking services, as well as education and retirement planning. (TSX:CM, NYSE:BCM) [English/French/Chinese]
City Savings & Credit Union
A credit union offering full range of financial products.
Cole and Partners
Provides business valuation and financial litigation consulting and mergers and acquisitions services to mid-sized companies. Includes company profile, descriptions of services, experience information, and contact details.
Coleford Investment Management
An independent, private wealth management firm serving investment needs of high net worth Canadians and charitable foundations.
Comprehensive Financial Planning Services
Offers customized financial planning. Offers information on services and strategies.
Current Capital Corp.
Provides investor and media relation services to firms. Includes a corporate overview, description of services, related news items and contact information.

Financial Services and Investment Management

A lot of trust is placed in the hands of the financial management or invesment management service you choose. Everyone has read an article or seen a news item about a major bank or investment group that had a major computer problem or a scandal of some sort, and the less common the name the less it is remembered by the general public. People are losing their savings everyday to due to a serious computer virus or breach of computer security, incompetence, human error or mismanagement. Great examples of mismanagement are Whitewater in which millions of dollars of life savings went poof, or Bre Ex the famous gold company that cost so many millions of dollars in life savings.

David Au
Advisor for Manulife Financial offers investment planning services. Includes parent company profile, and advisor contact information.

The Fire Department Employees Credit Union
Membership open to employees of fire departments located in Toronto and southern western region of Ontario. Includes both active and retired employees and their families.
Fund Library
Mutual Fund resource centre offering analysis, tracking, discussion forum, performance charts, pricing data, portfolio tools.
Geary and Company Limited
Chartered insolvency practitioner provides counselling, consumer proposal, and bankruptcy services.
Global RESP
Offers individual pooled RESPs. Explanation of investments and services.
Hillsdale Investment Management
Offers alternative investment management strategies and sophisticated equity management.
Hospitals of Ontario Pension Plan
One of the largest and most successful pension plans in Canada.
Infocus Business Services
Provides outsourcing services covering payroll, employee benefits and HR administration, for small and mid-sized companies.
Investing for the Future
Neil Lecky
Offers insurance, investments, mutual funds and other financial products.
Investor Economics
Produces integrated, fact-based marketplace analysis and informed interpretation for financial services enterprises. Offers proven intelligence tools.
Jason McKersie Investment Group
A wealth management team from Nesbitt Burns specializing in personal RRSPs and investment accounts.
JR / Janus Merchant Brokers Inc.
Mid-market Intermediary in mergers and acquisitions. Acquisition divestiture corporate finance advisor.
Liquid Capital Corp.
Provides asset lending for expansion, new startups and seasonal fluctuations. Lists information for potential clients and licensees.
Mendlowitz and Associates
Trustee in bankruptcy. Insolvency practitioners specializing in receiverships and bankruptcies, corporate and personal bankruptcies, and business and assets sales.

Milestone Investment Counsel Inc.
Provides portfolio management, asset and estate planning. Located in Toronto.
Mounir El-Ayari
National Bank Financial
Associate portfolio manager with National Bank Financial. Site offers information for investors interested in discretionary portfolio management
Outsourcing Canadian Payroll Inc.
Provides payroll outsourcing services to small and mid-sized Canadian employers.
Paterson and Associates
An independent consulting firm providing mutual and hedge fund research and portfolio optimization services to financial planning professionals.
The Police Credit Union Ltd
Serves employees and persons on pension from police services in the Province of Ontario, employees of related police associations and police organizations.
Segal and Partners Inc.
Provides bankruptcy trustee services. Includes assessment form, online appointments, PDF application, informational links, partner profiles, and contact details.
Sigma Analysis
Specializes in investment products with the highest probability of sustainable returns in all possible market situations.
Stronach Financial Group
Fee-Only Financial Planning and Management firm headed by Daniel Forbes Stronach. Offers a free financial review and features discussions on management philosophy and financial planning.
Symcor
Offers services in customer communication, item processing, cheque processing and card processing.
Taylor Companies
Private investment banking services. Acquisitions, mergers and divestitures.
TD Waterhouse Investor Services
Canada's largest discount broker. Online investing, reduced commissions, retirement products and research.
Tern Analytics
Risk and strategic advisory services, specialists in mining, financial services and industrial clients.
Weston McComb
Money management services for individuals and corporations, providing advice on investments, estate planning and insurance, and a full range of retirement products.
York Hedge Fund Strategies, Inc.
Provides consulting on the use of hedge funds in investment portfolios, markets institutional hedge funds, and provides risk-return reporting and analytical services. Staff profiles, newsletters, and links are included.

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