Canada Life

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.

Meridian Credit Union

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.

MD Financial Management Inc.

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.

BMO Private Wealth

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.

TD 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.

Interactive Brokers Canada Inc.

Interactive Brokers Group affiliates provide automated trade execution and custody of securities, commodities and foreign exchange around the clock on over 135 markets in numerous countries and currencies, from a single IBKR Integrated Investment Account to clients worldwide. We service individual investors, hedge funds, proprietary trading groups, financial advisors and introducing brokers.

The company also features a broad suite of sustainable investing trading tools, including the award winning Impact Dashboard that allows our clients to invest in companies that share their individual values. The dashboard provides users with a customized scorecard to track progress and instantly substitute holdings that don’t align with personal goals.

Interactive Brokers Canada Inc. (IBC) is a subsidiary of IBG LLC.

MICA Cabinets de services financiers

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.

Central 1 Credit Union

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.

Tangerine

Tangerine Bank is a digital bank that delivers simplified everyday banking to Canadians. With over 2 million Clients and close to $40 billion in total assets, it’s one of Canada’s leading digital banks. Tangerine Bank offers banking that’s flexible and accessible, products and services that are innovative, fair fees and award-winning Client service. From Savings Accounts to no-fee daily Chequing, Credit Cards, GICs, RSPs, TFSAs, Mortgages, lending products and Investment Funds through its subsidiary, Tangerine Investment Funds Limited, Tangerine Bank has the everyday banking products Canadians need. With over 1,000 employees in Canada, the bank’s presence spans its website and Mobile Banking app to its 24/7 Contact Centres and Toronto-based head office. Tangerine Bank was launched as ING DIRECT Canada in 1997. In 2012 Tangerine was acquired by Scotiabank, and operates independently as a wholly-owned subsidiary.