Archives: Company Profiles
Holds company profiles and specific data
IMCO
The Investment Management Corporation of Ontario (IMCO) manages $70.3 billion of assets on behalf of its clients. IMCO’s mandate is to provide broader public sector institutions with investment management services, including portfolio construction advice, better access to a diverse range of asset classes and sophisticated risk management capabilities. IMCO is an independent organization, operating at arm’s length from government and guided by a highly experienced and professional Board of Directors.
CFA Society Toronto
Founded in 1936, CFA Society Toronto is part of the worldwide network of CFA Institute member societies that lead the investment profession globally by promoting the highest standards of ethics, education and professional excellence for the ultimate benefit of society. CFA Society Toronto represents the interests of over 11,000 investment professionals in the Greater Toronto Area through advocacy, education, events, and professional development.
Concordia University Inter-generational Fund
Hal Simonson
With my team of five licensed associate advisors and admin staff we provide ethical financial planning and responsible investing advice to clients in Alberta, BC, and Ontario with over $500,000 to invest.
Bryan Dar Santos
Michelle St Arnault
For more than 33 years, Michelle has been helping individuals and families achieve their financial planning goals by providing advice in all areas of financial planning.
In addition to her current role as advisor, Michelle has experience in numerous positions within the industry including:
Dealer Partner/Director
Branch Manager
Provincial Compliance Officer
Michelle works with and is supported by industry professionals and specialists, and by her husband and licensed assistant Dennis St. Arnault.
In her spare time Michelle does a lot of gardening and laughing at her cats, Chico and Teddy.
John De Vincenzi
Whether you’re looking for personal wealth management for yourself, your family or your business, we have the knowledge and expertise to help you achieve your goals. We are backed by the extensive resources of RBC Dominion Securities, RBC Royal Bank and our wealth management partners.
We help navigate our clients through the challenges of retirement planning, estate planning, pension transfers and education savings. We work together to create a personalized financial plan today, which puts you in the best position to succeed in retirement.
Christopher MacRae, CFA, CFP
We help affluent families discover and achieve what is truly important to them.