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Investors Group, Edmonton
Your Investors Group Consultant is committed to understanding your needs and providing you with specialized planning according to your age, your income and your goals. He or she keeps abreast of the increasing changes in the financial services industry and has access to a wide range of highly qualified experts in investment, tax and retirement planning at Investors Group. |
Altamira Financial Services Ltd., Edmonton
For almost 30 years, Altamira has built a reputation as one of Canada's premiere financial product and service providers. Altamira's mutual funds are no-load, which means you deal direct and don't pay commissions when you buy, sell, or switch between funds. |
BMO Nesbitt Burns, Edmonton
One of North America's leading full-service investment firms; a recognized leader in the areas of personal finance, investment research, investment & corporate banking, institutional equity and capital markets. |
Canaccord Capital, Edmonton
Canada’s largest independent investment firm, specializing in small-to-mid-capitalization companies and recognized as a leader in the resource, technology and special situation sectors. Canaccord Capital offers a full range of professional investment services including corporate finance, research, institutional equities, international trading and private client services. |
Capital Estate Planning Corporation, Edmonton
An independent investment and insurance brokerage firm. This means that we are not married to any particular bank, mutual fund company, insurance company, or any other type of financial institution. Our in-house advisors therefore have the freedom to survey the marketplace and select those financial products that best suit our clients' individual needs. The end result is objective, optimized, and tailored solutions to our clients' unique situations. |
CIBC Wood Gundy, Edmonton
The retail division of CIBC World Markets Inc., the corporate and investment banking arm of the Canadian Imperial Bank of Commerce (CIBC). One of the largest banks in Canada, CIBC is a full-service financial institution operating around the world. Established in 1905, CIBC Wood Gundy specializes in developing personalized solutions to meet your needs. |
Credential Securities, Edmonton
As one of Canada's most unique investment dealers, we are committed to providing you with the right financial services and products to ensure you meet your financial goals. Our top priority is to work for you — creating financial strategies that best fit your needs. |
Global Wealth Builders Ltd., Edmonton
We provide Total Wealth Management services to Individuals, Pension Funds & Institutions. Our team of 4 investment professionals have extensive experience through several market cycles. The cornerstone of our service is capital preservation. Our mission is to deliver positive returns throughout the economic cycle. |
Greystone Managed Investments Inc., Edmonton
As we see it, our job is to meet each client’s unique investment goals and objectives. Consequently, we have in-house expertise in Fixed income (including money market), Canadian equities and U.S. equities. Our menu of services is designed to fit many needs: Balanced fund investing; Specialty investing; Segregated management; Pooled fund management. |
Kofin Financial Group, Edmonton
Brings useful experience and expertise in Retirement, Estate and Investment Planning to every client. Our Specialty requires that we stay abreast of changes to tax laws and other regulations that may affects our client's financial future. We are a source of information to the media and other financial advisors, accountants and lawyers. When they need expertise in their Retirement & Estate Planning field, they call us for clear explanations. |
Kurylo Insurance Services Ltd., Sherwood Park
Providing sound insurance advice since 1991. With over 14 different services, Kurylo Insurance Services Ltd. is available to help with any of the following: Tax Planning; Business Planning; Insurance Planning; Investment Planning; Retirement Planning. |
Merrill Lynch Canada, Inc., Edmonton
We're one of the world's leading financial management and advisory companies, with offices in 37 countries and total client assets of approximately $1.3 trillion. As an investment bank, Merrill Lynch is a leading global underwriter of debt and equity securities and strategic advisor to corporations, governments, institutions and individuals worldwide. Through Merrill Lynch Investment Managers, we're one of the world's largest managers of financial assets. |
Raymond James Ltd., Edmonton
Founded in 1929, Raymond James Ltd. is a leading North American independent full-service investment firm, with approximately 800 employees, including 275 Investment Advisors, located in major centres in Canada. We are part of the Raymond James Financial, Inc. network of over 2,000 offices and 5,000 investment professionals worldwide serving over one million clients and overseeing more than $125 billion (Cdn) of assets. |
Strategic Financial Concepts Inc., Edmonton
An established and successful firm that creates and manages personal investment wealth. Our team of competent, caring professionals work with our clients to build a partnership of trust and value. In the spirit of excellence, we develop client centered solutions to rise above an ever changing environment. |
Union Securities, Edmonton
An independent investment dealer which was incorporated in 1963. The success of the company is based on our Commitment to client service. Union Securities Ltd. is a member of the Toronto Stock Exchange and the Canadian Venture Exchange. Head office is in Vancouver, British Columbia. Union has branch offices in Toronto, Halifax, Moncton, Fredericton, Thunder Bay, Oakville, Timmins, Kitchener, Brampton, Regina, Calgary, Edmonton and Kelowna. |
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