CTOs on the Move

Invesmar Financial Planning

www.invesmar.com

 
Invesmar Financial Planning Inc. is a Richmond Hill, ON-based company in the Financial Services sector.
  • Number of Employees: 0-25
  • Annual Revenue: $1-10 Million
  • www.invesmar.com
  • 15 Wertheim Crt
    Richmond Hill, ON CAN L4B 3H7
  • Phone: 416.410.2332

Executives

Name Title Contact Details

Similar Companies

ScotiaMcLeod - Greg Holohan

ScotiaMcLeod - Greg Holohan is a Tilbury, ON-based company in the Financial Services sector.

Sullivan and Co. (Professional Corporation)

Sullivan and Co. (Professional Corporation) is a Bowmanville, ON-based company in the Financial Services sector.

Capita Financial Network

After working in financial services for several years, Michael Littledike recognized the need for a holistic retirement planning strategy driven by results rather than products – which are often limited by the few companies offering them. Michael established Capita Financial Network to deliver comprehensive wealth management solutions through a team of independent planners and an industry-leading network of Financial advisors, Social Security experts, Medicare experts, Real-estate professionals, Mortgage officers, Insurance agents, Accountants, Estate planners and Attorneys. Capita Financial Network provides retirees and those planning their future retirement with a range of financial planning services. Capita offers comprehensive retirement plans and client education through the accumulation and distribution phases of assets. Capita`s team of advisors focus on saving and allocating funds in order to assure retirees will have sufficient resources throughout all stages of retirement. The company analyzes Social Security benefits, 401(k) accounts, pensions, and other relevant retirement accounts. Believing that a proper strategy plays a key role in providing for a comfortable retirement, the Capita Financial Network advisors apply their knowledge of business and finance to help clients plan the accumulation and distribution of their assets, ensuring lifetime income while minimizing expenses and tax burdens. Capita is dedicated to delivering results-based solutions and industry-leading service to individuals who are currently in or approaching retirement.

IPC Investment Corporation - Ann Parsons

IPC Investment Corporation - Ann Parsons is a Corner Brook, NL-based company in the Financial Services sector.

Aurion Capital Management

Aurion Capital Management Inc. is a Toronto, ON-based company in the Financial Services sector.