| Name | Title | Contact Details |
|---|
BMO Financial Group - Jonathan Walton-Ball is a Hamilton, ON-based company in the Financial Services sector.
RBC Dominion Securities Inc. - A. Craig Elder is a Medicine Hat, AB-based company in the Financial Services sector.
Sontag Advisory is a New York, NY-based company in the Financial Services sector.
Philip Maclean State Farm Insurnace is a Kingston, ON-based company in the Financial Services sector.
Widely recognized as a disruptive player in the personal finance industry, LearnVest is an award-winning subscription-based program designed to help people make progress on their money. The company combines a dedicated planner with innovative technology to help make financial planning affordable, accessible and even delightful. LearnVest previously raised more than $72MM in venture-funding led by Accel Partners, American Express Ventures and others. The company has been awarded numerous accolades, including one of Time’s “50 Best Websites,” 3 years running Best of Show awards at FinovateFall 2011, 2012 and 2013, and a Forbes cover story hailing LearnVest as an “outlier.” On [May 11], 2015, LearnVest was acquired by The Northwestern Mutual Life Insurance Company (“Northwestern”) and is now a wholly-owned subsidiary of Northwestern. Headquartered in New York, LearnVest employs just over 150 people.