Richardson Wealth is one of the largest independent wealth management firms in Canada, with 157 advisor teams and 22 offices across the country. The firm’s advisor teams are focused exclusively on providing strategic wealth advice and innovative investment solutions customized for high net worth or ultra-high net worth families and entrepreneurs. Its parent company is RF Capital Group Inc., which is listed on the TSX under the symbol RCG.
The Company is committed to maintaining exceptional fiduciary standards and has earned certification – determined annually – from the Centre for Fiduciary Excellence for its Separately Managed and Portfolio Management Account platforms. Richardson Wealth has also been recognized as a Great Place to Work®, a Best Workplace for Women, a Best Workplace in Canada and Ontario, a Best Workplace for Mental Wellness, for Financial Services an Insurance, and for Hybrid Work.
Sun Life is a leading international financial services organization providing asset management, wealth, insurance and health solutions to individual and institutional Clients. Sun Life has operations in a number of markets worldwide, including Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia and Bermuda. As of December 31, 2023, Sun Life had total assets under management of $1.40 trillion. For more information, please visit www.sunlife.com.
Canada Life is a leading insurance, wealth management and benefits provider focused on improving the financial, physical and mental well-being of Canadians. For more than 170 years, individuals, families and business owners across Canada have trusted us to provide sound guidance and deliver on the promises we’ve made.
On January 1, 2020, Great-West Life, London Life and Canada Life became one company – Canada Life, and today, we proudly serve more than 12 million customer relationships from coast to coast to coast.
Since our founding, Meridian’s commitment to helping our Members build better lives has never wavered. By focusing on what is at the heart of our Members’ lives — their families, homes, businesses, health, and communities — we are working to fulfill a role as partner, advisor, and supporter.
As Ontario’s largest credit union, with over 370,000 Members, we’re committed to providing exceptional banking services and advice. We also have a role to play that goes beyond financial services. Our commitment to Members and communities is rooted in this fundamental belief.
Unlike some of the larger financial institutions, we don’t have public shareholders. Our Members are owners – that means that any profit we make goes back into improving our products and services, and innovating new ways to enhance our Members’ lives.
By helping Members build overall resilience, we hope to make the tough moments a little less tough, and the good moments a little more great. By doing this together, Canadians can truly achieve better lives.
With more than 50 years of physician-focused experience, MD Financial Management Inc. (MD) is dedicated to providing financial peace of mind to Canada’s physicians and their families, so they can enjoy what matters most to them while achieving their career and life goals. MD Management Limited was the first of the MD Group of Companies to be founded, in 1969. MD Financial Management Inc. wholly owns or has a majority interest in the MD Group of Companies. It provides financial products and services, is the fund manager for the MD Family of Funds and offers investment counselling services.
Backed by over 200 years of stability and resources of BMO Financial Group, BMO Private Wealth is built on a proven track record with two long-standing successful legacy businesses: BMO Private Banking and BMO Nesbitt Burns. BMO Private Wealth’s multi-disciplinary team of professionals from one of North America’s leading full-service investment firms and Canada’s best private bank take a holistic and proactive approach to helping you navigate the complex process of managing your wealth.
For over 150 years, TD has helped generations of Canadians to grow, manage and protect their wealth. Our vision, to be the better bank, starts with you.
MICA est une entreprise familiale aux ambitions sans limites qui brille par sa croissance dans l’industrie des services financiers. Reconnu pour l’excellence de son service-conseil, son éthique professionnelle, son accompagnement sur mesure et son environnement chaleureux, MICA attire les meilleurs conseillers financiers indépendants de partout au Québec.
Chez nous, chacun se dévoue vers l’atteinte d’un objectif commun : être les meilleurs pour offrir le meilleur.
MICA est une entreprise de proximité, où les liens qui sont tissés sont solides. Chez nous, le plaisir va bien au-delà des affaires! Nous choisissons de travailler avec des gens qui nous ressemblent et qui partagent la même passion pour la profession. Guidée par des valeurs profondément humaines, MICA vise sa pérennité en privilégiant la qualité versus la quantité, en misant sur les relations durables.
MICA offre un soutien inégalé à sa force de vente sur de nombreux aspects de leur pratique. Nous mettons nos efforts et ressources à disposition du conseiller pour lui permettre de se concentrer sur ce qui compte vraiment : les intérêts et le bien-être de ses clients pour permettre l’établissement d’une relation de confiance durable.
MICA défie constamment le statu quo pour accroître les opportunités d’affaires et se positionner comme étant le Family Office par excellence des conseillers indépendants au Québec.
Notre offre 360 degrés
• Planification financière
• Assurances de personnes
• Épargne et investissement
• Courtage hypothécaire
• Assurance collective et Régime de retraite
• Gestion privée de patrimoine
Aujourd’hui, MICA gère un actif de plus de 4,3 milliards de dollars et a plus de 85 millions de dollars de prime d’assurance en vigueur, suscitant la confiance de 35 000 épargnants, l’engouement des meilleurs conseillers de l’industrie et l’attention du monde des affaires.
AU TOP en 2020!
MICA trône Palmarès des cabinets multidisciplinaires du Journal Finance & Investissement depuis les 13e dernières années.
MICA se taille une place au 408e rang des lauréats de la prestigieuse liste 2020 du Growth 500, réunissant les entreprises les plus prospères, les plus dynamiques et les plus importantes du pays, pour une 7e fois.
At Central 1, we power financial institutions. We’ve been doing that for more than 75 years. Our vision is to be a partner of choice for financial, digital banking and payment products and services. Our role as that partner supports the success of credit unions and by extension, the financial well-being of Canadians.
We power financial, digital banking, and payment products and services for more than 250 credit unions and clients across Canada. We fuel a strong and stable credit union system by managing the liquidity of British Columbia’s and Ontario’s credit unions. This includes delivering a robust array of funding programs and investment products.
Central 1 is a signatory of the UN supported Principles for Responsible Investment (PRI). We believe, as many in the industry do, that addressing key environmental, social, and governance (ESG) factors is crucial to developing a sustainable financial system. ESG considerations are a core part of our holistic approach to evaluating our investment holdings.