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YourWealth Advisory
Edmonton, Canada
A
1-10 Employees
2019
Key takeaway
YourWealth Advisory offers independent portfolio management with a fiduciary duty, emphasizing a client-centric approach and holistic wealth management services. With over a decade of experience, their team is dedicated to designing efficient, consistently performing portfolios that go beyond just annual returns.
Reference
Service
SERVICES – YourWealth Advisory
Acumen AdvisErs
Surrey, Canada
A
1-10 Employees
2012
Key takeaway
The company emphasizes its commitment to providing insightful financial advisory services, including crafting tailored business plans and regular financial reporting to enhance clients' financial health. Additionally, their strategic consulting services offer valuable insights and recommendations to navigate challenges and achieve business objectives.
Reference
Product
Financial Advices – Acumen Advisers
Auryce Inc.
Montreal, Canada
A
1-10 Employees
2016
Key takeaway
The company is a senior advisory firm that provides financial advisory services to clients and entrepreneurs worldwide.
Reference
Service
Our Services
A senior advisory firm offering services to clients and entrepreneurs all around the globe.
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Agentis Capital Ltd
Vancouver, Canada
A
1-10 Employees
-
Key takeaway
Agentis Capital offers bespoke financial advisory services, emphasizing long-term client relationships and transparent, comprehensive support. Their independent status ensures unbiased analysis and a commitment to innovative solutions that cater to the unique needs of each client.
Reference
Core business
Agentis Capital
Independent Advice Unbiased Financial Analysis Rigorous Technical Execution
Desjardins Financial Security Investments Inc.
Old Toronto, Canada
A
1001-5000 Employees
-
Key takeaway
DFSI emphasizes its commitment to protecting and growing your assets through dedicated professionals who can craft tailored financial plans. With a diverse range of products and the backing of the reliable Desjardins financial group, they strive to meet your unique investment goals.
Reference
Service
DFSI | Your Advisor
Your advisor can craft a plan with solutions to meet your overall financial needs.
BestPlan Financial Strategies Inc.
Vaughan, Canada
A
1-10 Employees
2000
Key takeaway
Ralph Umansky CFP, President of BestPlan Financial Strategies Inc., highlights their role as independent agents with access to a diverse array of insurance and investment products, which enhances their financial advisory services.
Reference
Service
Financial Services
CHENG-CHUNG YU PROFESSIONAL CORP.
Markham, Canada
A
1-10 Employees
2002
Key takeaway
The company offers comprehensive financial advisory services, including accounting, taxation, financial planning, and business advisory, tailored to meet unique client needs. With expertise from a Chartered Professional Accountant and Certified Financial Planner, they aim to be a trusted advisor in strategic financial matters.
Reference
Service
Financial Planning | CHENG-CHUNG YU PROFESSIONAL CORPORATION
Your Independent Advisor
Vancouver, Canada
A
11-50 Employees
-
Key takeaway
Your Independent Advisor is a team of dedicated professionals focused on providing personalized financial guidance and high-quality advice to help individuals and families achieve their financial goals. They offer a wide range of services, including retirement planning and investment management, and are committed to building lasting relationships with their clients.
Reference
Core business
Your Independent Advisor - Index
Life & Legacy Advisory Group
Oakville, Canada
A
1-10 Employees
-
Key takeaway
The company specializes in creating personalized financial plans and offers trusted financial advice, focusing on wealth building, family security, and community giving. With over 17 years of experience, their advisors provide thoughtful strategies to help clients confidently navigate their financial journey.
Reference
Service
Services | Life&LegacyAdvisory
Watt Carmichael
Old Toronto, Canada
A
11-50 Employees
1971
Key takeaway
The company, Watt Carmichael Inc., offers comprehensive financial planning services, including tailored investment accounts and ongoing support from Certified Financial Planners. Their approach emphasizes a mix of growth and income while focusing on capital preservation, ensuring that clients receive personalized and strategic financial advice.
Reference
Service
Financial Planning Services We Provide | Watt Carmichael Inc
Technologies which have been searched by others and may be interesting for you:
When exploring the Financial Advisory industry in Canada, several key considerations emerge. Regulatory compliance is paramount, as firms must adhere to guidelines set by authorities such as the Canadian Securities Administrators (CSA) and the Investment Industry Regulatory Organization of Canada (IIROC). These regulations ensure transparency and protect consumer interests. Moreover, understanding the competitive landscape is crucial; the industry is characterized by a mix of established firms and emerging fintech companies that leverage technology to enhance service delivery. Challenges include adapting to rapidly changing market conditions and client expectations, particularly in the wake of economic fluctuations and the increasing demand for sustainable investment options. Opportunities exist in expanding service offerings, such as wealth management and tax planning, tailored to diverse client needs. Additionally, the global relevance of Canada's financial sector presents avenues for cross-border investment and collaboration, enabling firms to tap into international markets. Environmental concerns are also gaining traction, with a growing emphasis on responsible investing and corporate sustainability. Overall, thorough research on these factors can provide valuable insights for anyone interested in entering or investing in the Financial Advisory sector in Canada.
Some interesting numbers and facts about your company results for Financial Advisory
| Country with most fitting companies | Canada |
| Amount of fitting manufacturers | 105 |
| Amount of suitable service providers | 309 |
| Average amount of employees | 1-10 |
| Oldest suiting company | 1971 |
| Youngest suiting company | 2019 |
Some interesting questions that has been asked about the results you have just received for Financial Advisory
What are related technologies to Financial Advisory?
Based on our calculations related technologies to Financial Advisory are Education, Engineering Services, IT & Technology Services, Healthcare Services, Consulting
Which industries are mostly working on Financial Advisory?
The most represented industries which are working in Financial Advisory are Finance and Insurance, Other, Consulting, IT, Software and Services, Human Resources
How does ensun find these Financial Advisory Companies?
ensun uses an advanced search and ranking system capable of sifting through millions of companies and hundreds of millions of products and services to identify suitable matches. This is achieved by leveraging cutting-edge technologies, including Artificial Intelligence.
