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BKI Financial Strategies Ltd. is a Calgary, AB-based company in the Financial Services sector.
Each dream deserves a well-crafted plan. And, each client that chooses to work with us is unique in their financial goals. However, they all share one common thread: Wealth. Riches. Abundance. Resources. At Opes One Advisors, we help people grow wealth, preserve wealth, then turn the wealth into income to distribute and enjoy over a lifetime. We pride ourselves on a quality experience and professional care. In working with us, not only do you have access to great financial minds and revolutionary technology, but we house a team of professionals who share a commitment to doing the right thing for our clients, knowing that people matter, while holding ourselves to the highest of standards.
Don Kelly Insurance is a Collingwood, ON-based company in the Financial Services sector.
IPC Investment Corporation - Ann Parsons is a Corner Brook, NL-based company in the Financial Services sector.
Sheridan Road Financial is a Chicago-based independent investment consulting and retirement firm focused on developing customized strategies designed to fit the needs of our corporate and individual clients. We have gained a reputation as one of the leading independent advisors of corporate retirement plans in the country. Customized strategies: We have the freedom to work with any “provider,” platform, mutual fund family, TPA or record keeper as we develop your retirement plan strategy. We have also developed strong relationships with many leading service providers, law firms, accountants and other intermediaries, offering you greater depth of service. Our retirement team has an average of more than 20 years experience and deep knowledge in each market segment. We provide objective advice and act solely on behalf of your best interests. We do not underwrite securities or act as a lender, enabling us to avoid potential conflicts of interest.