Our mission is to help high net worth families make smart financial decisions to achieve their unique financial goals, while managing the complexities of their wealth through strategic portfolios, trusted stewardship and comprehensive planning.


775 Ashley Avenue

The Leading Fractional CFO Services Firm in Canada & Globally Since 2001, The CFO Centre has been the #1 provider of high-calibre fractional CFO services for small business & medium-sized businesses with an affordable, permanent, part-time CFO model at a fraction of the cost of hiring a Chief Financial Officer with less experience, full-time.Small business support: Without paying recruitment fees, With no fixed retainer or costly cancellation fees, Flexible Time: scale time up or down depending on your needs, In-person at your office or remotevirtual CFOs. ...


22 Captain Francis Drive

Our team & our communitySun Life advisors have the expertise to understand your needs and show you how to fulfill them. Together, we’ll create a personalized plan to take you through all of life’s stages. A Sun Life advisor can:Help you balance what you want today with what you need tomorrow.Advise you on options you might not know about, andMonitor your progress and help you make adjustments as your life changes.We’re committed to making a difference in our community. We work to be responsible citizens by giving back to the communities in which we all live, work and do business. Become a ...


5420 North Service Road

Over the years at Strong Private Wealth Raymond James, we’ve worked with clients in both Canada and the U.S. to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. Managing wealth with an eye toward the future with vigilance and skill in today’s global economy. We offer personalized services and guidance making a positive difference in our client’s financial goals.


5500 North Service Rd

Steve works with RBC Dominion Securities, helping clients create long-term personalized plans in addition to overseeing the portfolio design.


Exempt market dealer for Portland Investment Counsel.


833 Glenwood Ave.

Wealth management, including investment advisory, estate and trust, financial planning, and private banking.


1005 Skyview Dr.

Helping clients build and protect wealth through two core areas of expertise: disciplined investment management and comprehensive wealth planning.


We provide integrated financial planning, identifying your investment, retirement, insurance, and tax planning needs. With our help you can "Plan to Succeed".


3228 South Service Rd.

Oakstone Wealth is client-focused wealth management company specializing in comprehensive financial planning, retirement income and tax strategies.