| Name | Title | Contact Details |
|---|
By Design Financial Solutions is a Stockton, CA-based company in the Financial Services sector.
Nova Scotia Postal Employees is a Halifax, NS-based company in the Financial Services sector.
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.
Whelan is a Menlo Park, CA-based company in the Financial Services sector.
Vancity is a values-based financial co-operative serving the needs of its more than 560,000 member-owners and their communities, with offices and more than 50 branches located in Metro Vancouver, the Fraser Valley, Victoria, Squamish and Alert Bay, within the territories of the Coast Salish and Kwakwaka`wakw people. With $34 billion in assets plus assets under administration, Vancity is Canada`s largest credit union. Vancity uses its assets to improve the financial well-being of its members while at the same time helping to develop healthy communities that are socially, economically, and environmentally sustainable.