Archives: Company Profiles
Holds company profiles and specific data
Anne Giroux
Nina Johnson
Jeremy Hendrikx PFP®, RIAC
I have been a Financial Advisor for over 25 years and my passion is helping clients plan and protect their financial future. My knowledge and experience will help guide decisions about your finances that are well-informed. I take pride in building relationships, understanding your priorities and objectives, and helping you achieve immediate and long-term financial goals. Together we will determine your current financial situation, define your investment and wealth management goals and build a plan designed to meet your individual needs.
Sarona Asset Management
Sarona Asset Management specializes in investing in private companies in emerging markets. Our team focuses on small and mid-market companies that serve the rising middle class, investing directly and through local funds and intermediaries. We are committed to achieving strong financial returns for our investors, and this commitment is embodied in all of our investment strategies. We seek to create deep and lasting impact wherever we invest. We believe that applying social and environmental values to each investment decision builds a better world for current and future generations.
Sarah Brillinger
Michael Anderssen
Morcado Trust
Morcado Trust presents Morcado™ — a first-to-market, fintech mortgage investment platform that allows Canadians to select and invest directly in rigorously vetted, high-yield, qualified syndicated residential mortgages and build a diversified portfolio aimed at medium to long-term investment horizons.
Committed to helping more Canadians sustain their homeownership dreams through fair market rates and terms while increasing access to housing for those underserved by conventional financial institutions — Morcado provides a forum where responsible investors can participate in this fundamental social good.
Morcado Trust is built on the success of its parent company, True North Mortgage, and backed by the same team dedicated to stringent compliance, streamlined operations, and an exceptional client investment experience.
Connor Farrell
At TD Wealth Financial Planning, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, personalized wealth advice you deserve. We work with a wide range of clients whose needs and desires vary greatly, and we understand that one size doesn’t fit all.
From investing in your children’s future, to planning or your own retirement or leaving a legacy, we are here to help you every step of the way.
We start with an understanding of who you are, your values and your vision of success. This means reviewing the financial decisions you’ve made over the years, the goals you’ve set for yourself in the years to come, and the ways in which these reflect what is important in your life. We then use our proprietary Discovery Process, based on behavioral finance principles, to uncover your Wealth Personality profile. We then leverage this to deliver a personalized financial plan that fits your financial goals and can evolve with you as your needs change over time.
As an associate planner with over 6 years financial services experience, I am passionately committed to providing my clients a fully integrated financial plan that helps to balance living life today with setting goals for tomorrow.