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Cbiz Mahoney Cohen is a New York, NY-based company in the Financial Services sector.
RBC Financial Group - Howard Budd is a Peterborough, ON-based company in the Financial Services sector.
Investment Planning Counsel of Canada - Robert Metcalfe is a Walkerton, ON-based company in the Financial Services sector.
Raymond James Ltd. - Diana Bristow is a Milton, ON-based company in the Financial Services sector.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. Morningstar provides data on approximately 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 15 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had more than $179 billion in assets under advisement and management as of March 31, 2015. The company has operations in 27 countries.