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  2. CI Financial - Wikipedia

    en.wikipedia.org/wiki/CI_Financial

    CI Private Wealth. Website. www .cifinancial .com. CI Financial is a Canadian investment management company based in Toronto, Ontario. [2] It offers investment management and wealth management services targeted to high net worth retail investors, as well as brokerage and trading services to portfolio managers and institutional investors.

  3. Financial management advisor - Wikipedia

    en.wikipedia.org/wiki/Financial_management_advisor

    Financial management advisors, like personal financial planners, wealth managers, are not registered to provide investment advice but provide general financial counselling and advice to clients on a fee, percentage of assets, or commission basis or some hybrid of these. A typical fee for a fee-only planner might range from CDN$80 to CDN$180 per ...

  4. Edward Jones Investments - Wikipedia

    en.wikipedia.org/wiki/Edward_Jones_Investments

    Edward Jones serves investment clients in the U.S. and Canada, through its branch network of more than 15,000 locations and 19,000 financial advisors. The company currently has relationships with nearly 8 million clients and $1.8 trillion in assets under management worldwide. The firm focuses solely on individual investors and business owners.

  5. National Association of Personal Financial Advisors - Wikipedia

    en.wikipedia.org/wiki/National_association_of...

    National Association of Personal Financial Advisors ( NAPFA) is an American financial planning trade organization created in 1983 to expand the use of fee-only financial advisors by individual consumers. NAPFA established the first set of professional standards for fee-only financial advisors and has updated them to reflect changes in industry ...

  6. Guardian Capital Group - Wikipedia

    en.wikipedia.org/wiki/Guardian_Capital_Group

    Guardian Capital Group, founded in 1962, operates several fully owned subsidiaries whose operations are to provide investment management services, financial advisory services, retail distribution of mutual funds, insurance, and general corporate services. Guardian Capital Group is headquartered in Toronto, Ontario, Canada, and became publicly ...

  7. Capstone Investment Advisors - Wikipedia

    en.wikipedia.org/wiki/Capstone_Investment_Advisors

    Capstone Investment Advisors. Capstone Investment Advisors LLC (Capstone) is an American investment management firm headquartered in New York City with additional offices in Europe and Asia. The firm specializes in volatility arbitrage which involves volatility and derivatives trading in various markets.

  8. Ameriprise Financial - Wikipedia

    en.wikipedia.org/wiki/Ameriprise_Financial

    Ameriprise Financial. Ameriprise Financial, Inc. is a diversified financial services company and bank holding company incorporated in Delaware and headquartered in Minneapolis, Minnesota. [1] It provides financial planning products and services, including wealth management, asset management, insurance, annuities, and estate planning. [1]

  9. Cabinet of Canada - Wikipedia

    en.wikipedia.org/wiki/Cabinet_of_Canada

    The Cabinet of Canada ( French: Cabinet du Canada) is a body of ministers of the Crown that, along with the Canadian monarch, and within the tenets of the Westminster system, forms the government of Canada. Chaired by the prime minister, the Cabinet is a committee of the King's Privy Council for Canada and the senior echelon of the Ministry ...