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If you`re a financial advisor with a single-minded focus on doing right by clients, Commonwealth is the independent B/D–RIA whose vision is in sync with yours. Whether you operate as a Registered Representative, Registered Investment Advisor, Investment Advisor Representative, or Hybrid advisor, you can take full advantage of a community that exists solely to help you serve your clients and support your business at every stage of its evolution. Let us tell you about a technology platform that integrates every aspect of your clients` financial lives into a single holistic view. An infrastructure that offers the advisory services, research, and other resources you need to deliver what`s best for clients. And direct access to the support you need at every level, including from our managing partners. There`s so much more to the Commonwealth story. We`d welcome the opportunity to share it with you—and to hear the story of your practice to learn whether we might be the partner who can help keep you moving client-forward™.
Paolucci Tax and Financial Services Inc. is a Calgary, AB-based company in the Financial Services sector.
AUA Private Equity Partners, LLC (“AUA Private Equity”), based in Florida, is an operationally-focused, lower middle-market private equity firm that makes equity investments in companies in the consumer products and services sectors, with a particular focus on family-owned businesses or companies benefiting from the growth of the U.S. Hispanic population. The firm is led by Managing Partner Andy Unanue, shareholder and former Chief Operating Officer of Goya Foods, Inc., the largest and most successful Hispanic-owned food company in the United States (founded by the Unanue family). He is complemented by a cohesive team of investment professionals with significant institutional private equity experience.
National Bank Financial - Janice Frederickson is a Edmonton, AB-based company in the Financial Services sector.
Sunlife is a Langley, BC-based company in the Financial Services sector.