Business in Action » Finance

Kechnie Financial Centre

Based in Kitchener, Ont., the firm started in 1976 with a single employee,its current eight employees offer three areas of service expertise: benefits and pension advisory for business, [...]

LDIC Inc.

Founded in 1998, LDIC Inc. is a registered Portfolio Manager in all provinces in Canada except Newfoundland and New Brunswick, and an Investment Fund Manager in Ontario, Quebec and Newfoundland. [...]

Universitas Trust Funds

Universitas was founded in 1964 by a group of young business people who created a unique program enabling parents to pool their savings to accumulate funds for the post-secondary education of [...]

Merchant Advance Capital

Merchant Advance Capital (Merchant Advance) is a Canadian owned and operated company headquartered in Vancouver, B.C. The Founder and CEO, David Gens, comes from a family of entrepreneurs, and [...]

Adroit Investment Management

Adroit Investment Management (Adroit) provides money management and investment solutions to Canadians primarily in Edmonton and Western Canada. Founded in Edmonton in 1993, Adroit saw a niche in [...]

CIFPs

The CIFPs is a non-profit association of the Canadian Certified Financial Planner® (CFP®) professionals. The association serves this professional community as an educator, and as an [...]

3Macs

Celebrating 165 Years of Wealth Management Services   It is exceptionally rare to unearth a successful corporate enterprise that has been in business since before the birth of our nation, [...]

Educators Financial Group

Educators Financial Group came to being in 1975 when the Ontario Secondary School Teachers’ Federation (OSSTF/FEESO) decided to establish an alternative to the banks, which at that time [...]

Global Financial

The Global family of companies is a success story of a man who dared to dream big. Sam Bouji began selling Group Scholarship Plans in 1989. Equipped with years of personal experience and sharp [...]

Quantum Capital

Quantum Capital is a private equity investment firm based in Toronto with offices in Dallas and New York. The firm has an established network of wealthy business leaders who created their wealth [...]

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