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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.
Mykytchuk Wyatt and Bennett Financial Group is a Regina, SK-based company in the Financial Services sector.
We are an independent global asset management firm built by investors, for investors. We excel by focusing on truly active management of differentiated investment strategies. With a 35-year heritage, we invest our clients` capital using active strategies across discretionary, systematic and specialist solutions. As our industry evolves, we develop new products with global appeal and attractive returns to access new pools of client assets and to adapt to our clients` changing needs. Collectively we manage CHF 158.7 billion in assets for institutions, financial advisers and private investors. Our investment professionals, who on average have more than 14 years of industry experience, manage CHF 84.4 billion in client assets. In addition to investment management, we also offer private labelling solutions, such as management company and other support services, to third parties – a business that has grown to CHF 74.3 billion in assets over the past two decades. With more than 900 people in 13 countries, we are a truly global firm in scale and resources, yet small enough to remain nimble and flexible to meet clients` needs. By focusing on superior investment returns, a differentiated product offering, global distribution strength and operating efficiency we seek to deliver sustainable growth for all stakeholders.
CLC Financial Services is a London, ON-based company in the Financial Services sector.
Partners in Planning Financial Services Ltd. - Anna Luk is a Edmonton, AB-based company in the Financial Services sector.