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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.
Loyalty Brands houses a successful group of B2B franchise systems to include financial services, accounting and tax services, and business brokerages
Westby Co-Op Credit Union is a Westby, WI-based company in the Financial Services sector.
Sankaty Advisors is a Boston, MA-based company in the Financial Services sector.
Heartland Credit Union Limited is a Winkler, MB-based company in the Financial Services sector.