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Resource Financial Planning is a Portland, OR-based company in the Financial Services sector.
Dundee Wealth Management - Sandra Mews is a Sudbury, ON-based company in the Financial Services sector.
Aurion Capital Management Inc. is a Toronto, ON-based company in the Financial Services sector.
Complete Brokerage Services Inc is a Richmond, BC-based company in the Financial Services sector.
Rockefeller Capital Management is a leading independent financial services firm led by President & Chief Executive Officer Gregory J. Fleming, offering global family office, wealth management, asset management and strategic advisory services to ultra-high-net-worth individuals, families, institutions and corporations. As of September 30, 2018, Rockefeller had approximately $18.6 billion in assets under advisement. The firm has offices in New York, Atlanta, Boston, Washington, DC, Salt Lake City, and Wilmington, DE. Our Heritage: Rockefeller Capital Management launched in March 2018 following the acquisition of Rockefeller & Co., Inc., the legacy Rockefeller family private investment office. Our firm is built upon the 136-year history of excellence in global family office and investment management of the Rockefeller family.