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Unlike the large investment institutions, we embody a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management. We do this by offering harmonized advice that intricately weaves defensive portfolio construction, income planning and projecting, tax minimization planning, estate preservation, and trust management, all with a continuous focus on the management of risk. Our advisors located in Harbourfront’s branches across Canada have been carefully selected based on high standards of excellence and integrity. They tailor client wealth plans with no incentive to use proprietary products or investment vehicles.
United Bank Card is a Hampton, NJ-based company in the Financial Services sector.
BDO Canada has spent more than 90 years providing assurance, accounting, tax, and advisory services to a broad range of clients across the country. And as a member firm of the international BDO network, we leverage access to resources and advisors in more than 150 countries around the world. Founded in 1921, we have grown from a single office in Winnipeg to more than 3,000 partners and professionals in over 100 offices across Canada. Yet our strengths remain firmly rooted in the communities we serve. At BDO, we aim to create a collaborative working environment that makes it possible for our professionals and clients to achieve their goals. We always begin at the local, individual level, delivering highly personalized guidance, industry-specific knowledge, and unparalleled service to exceed the expectations of every client – public or private, big or small. Our team specializes in working with organizations in the following industries and their subsectors: • Aboriginal Organizations • Agriculture • Financial Services • Manufacturing • Natural Resources • Not-for-Profit & Education • Private Equity • Public Sector • Real Estate & Construction • Retail & Consumer Business • Technology & Life Sciences BDO by the numbers National Headquarters: Toronto Canada Revenue: $609.5 million Canada Partners: 472 Canada Staff: 3,600 Canada Offices: 125+ Founded: 1921 Founder: Colonel James M. Dunwoody Canadian details current as of December 31, 2017. Global Rank: #5 Global Offices: 1,500 Countries: 162 Global Employees: 73,854 Global Revenue: U.S. $8.1 Billion Global details current as of September 30, 2017.
CoastHills is a not-for-profit credit union currently serving more than 58,000 members in Ventura, Santa Barbara, San Luis Obispo, Monterey and Santa Cruz counties. It has 11 branches and a full service call center. With assets of more than $835 million, CoastHills is one of the largest independently owned financial institutions on the Central Coast.
Hazard Siegel Advisory Service is a Syracuse, NY-based company in the Financial Services sector.