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Canaccord Capital - Dale Nguyen is a Vancouver, BC-based company in the Financial Services sector.
Sheridan Road Financial is a Chicago-based independent investment consulting and retirement firm focused on developing customized strategies designed to fit the needs of our corporate and individual clients. We have gained a reputation as one of the leading independent advisors of corporate retirement plans in the country. Customized strategies: We have the freedom to work with any “provider,” platform, mutual fund family, TPA or record keeper as we develop your retirement plan strategy. We have also developed strong relationships with many leading service providers, law firms, accountants and other intermediaries, offering you greater depth of service. Our retirement team has an average of more than 20 years experience and deep knowledge in each market segment. We provide objective advice and act solely on behalf of your best interests. We do not underwrite securities or act as a lender, enabling us to avoid potential conflicts of interest.
SunLife Financial - Shaman Seth is a Fergus, ON-based company in the Financial Services sector.
Ibson Financial is a St. John'S, NL-based company in the Financial Services sector.
Based in San Diego and Chicago, Gurtin Fixed Income Management, LLC is an SEC registered investment advisor specializing in separately managed high grade tax-exempt and taxable fixed income portfolios for high and ultra-high net worth individuals and families, many of whom have been included in the Forbes 400 list of wealthiest individuals. We also work with many independent investment consulting firms and multi-family offices to build fixed income related financial solutions to meet their clients` unique needs. We do not define ourselves as either a "municipal" or "taxable" fixed income manager. Instead, we define ourselves as a fixed income manager that analyzes each client`s tax and liquidity situation individually and focuses on identifying the securities that offer the highest after-tax yield with the lowest risk and volatility. In order to ensure the gilt-edged nature of our portfolios, we employ an integrated Portfolio Management process that incorporates our deep Credit Research and premium institutional Trade Execution capabilities.