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We are driven not only by years of experience, but by disciplined planning, attentive insight and analytical capabilities.
United Advisors America (UAA) is an SEC-registered, fee-only investment adviser with its principal place of business in Texas. UAA currently has advisors working with clients across 22 states and is continually expanding. UAA provides a range of wealth and investment management services for individuals and families as well as their businesses. UAA`s advisors, as fiduciaries, are committed to serving in the best interests of their clients in providing investment and retirement solutions that are tailored to their individual financial and lifestyle goals.
An independent investment management firm specializing in mortgage- & asset-backed securities, asset-based lending, and other structured credit investments.
Founded in 1962, OMERS is one of Canadas largest defined benefit pension plans, with more than $95 billion in net assets, as at December 31, 2017. It invests and administers pensions for almost half a million members from municipalities, school boards, emergency services and local agencies across Ontario. OMERS has employees in Toronto and other major cities across North America, the U.K., Europe, Asia and Australia – originating and managing a diversified portfolio of investments in public markets, private equity, infrastructure and real estate.
Merchant Banker is a Newmarket, ON-based company in the Financial Services sector.