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Unlike the large investment institutions, we embody a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management. We do this by offering harmonized advice that intricately weaves defensive portfolio construction, income planning and projecting, tax minimization planning, estate preservation, and trust management, all with a continuous focus on the management of risk. Our advisors located in Harbourfront’s branches across Canada have been carefully selected based on high standards of excellence and integrity. They tailor client wealth plans with no incentive to use proprietary products or investment vehicles.
Tax relief experts specializing in tax negotiation and IRS tax settlement. Get a free consultation from a dedicated Optima Tax Relief associate.
Nest Wealth is a financial firm that offers financial planning and wealth management services.
EQT invests in good companies across the world with a mission to help them develop into great and sustainable companies.
Bayview Credit Union Limited is a Saint John, NB-based company in the Financial Services sector.