| Name | Title | Contact Details |
|---|
In 1922, when 25 Army officers met in San Antonio, Texas, and decided to insure each other`s vehicles, they could not have imagined that their tiny organization would one day serve millions of members and become one of the only fully integrated financial services organizations in America. We believe they would be pleased to know that USAA has remained true to their founding values of service, loyalty, honesty and integrity.
Joanne Jones Financial Planning Services is a Cambridge, ON-based company in the Financial Services sector.
Harrow Partners Ltd is a Winnipeg, MB-based company in the Financial Services sector.
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.
Wise Financial Group Inc. is a London, ON-based company in the Financial Services sector.