PARTIAL CLIENT LIST

Our clients include companies from the financial services industry including mutual fund companies, credit unions, brokerage firms, mutual fund dealers, financial advisory firms, and associations. We also work with a number of corporate, non-profit and other professional association groups.

Financial Services & Associations:

• AFP Wealth Management
• Ascot Financial Services
• Assante Financial/Capital Management
• BDO Dunwoody BMO
• CMG Worldsource Financial Services Inc.
• Nesbitt Burns
• Canadian Association of Financial Planners (CAFP)
• Canadian Association of Insurance and Financial Advisors (CAIFA)
• Canadian Securities Institute (CSI)
• CIBC Wood Gundy
• Dundee Corporation
• Fidelity Investments
• Financial Concepts Group
• First Asset Advisory Services
• Global Allocation Financial Group
• Levesque Securities
• Investor Learning Centre
• Investment Management Consultants Associations (IMCA)
• Mackenzie Financial Corporation
• Membercare Credit Union
• Merrill Lynch (Midland Walwyn)
• MRS Partners in Planning
• Raymond James Financial Services
• Professional Investments (Kingston) Inc.
• RBC Dominion Securities
• Regal Capital Planners
• Ross Dixon Financial Services
• Society of Trust & Estate Planning Practitioners (STEP)
• The Bank of Montreal
• TSE Marketplace
• YIS Financial

Corporate, Non-Profit & Associations:

• Bombardier Management Association
• Canadian Gift Planners Association (CGPA)
• Cape Breton Regional Hospital Foundation
• Canadian Booksellers Association (CBA)
• Estate Planning Counsels of Hamilton & Oakville
• German-Canadian Business and Professional Association
• Golden Kiwanis Club
• KLDH Hospital Foundation
• Municipal Financial Officer's Society of Ontario
• Rotary Clubs of Ontario
• Royal Ontario Museum Foundation (ROM)
• SOLCORP Corporation
• The Canadian Cancer Society
• The Heart & Stroke Foundation
• Trail Hospital Foundation
• Toronto Reference Library
• United Health Network
• University of New Brunswick, Law School
• University of Toronto, Dental College AlumniAssociation
• Visteon Automotive Systems