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Carolyn Butler - Argosy Securities Inc.
Richmond Hill, Canada
11-50 Employees
-
Key takeaway
Carolyn Butler, a financial advisor in Richmond Hill, ON, specializes in financial planning and investment management, offering unbiased advice tailored to individual needs. She emphasizes the importance of expert guidance for business owners and professionals, particularly in navigating complex financial situations.
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Core business
Carolyn Butler | Financial Advisor in Richmond Hill, ON
As a financial advisor in Richmond Hill, ON, I specialize in helping financial planning and investment management. Schedule a review today!
Powar Management Consulting
Old Toronto, Canada
1-10 Employees
2020
Key takeaway
The company offers specialized financial advisory services, including corporate finance consulting and business performance consulting, aimed at enhancing the financial health of their clients. With a commitment to client interests and a focus on adaptability and scalability, they have been serving clients across Canada since 2011.
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Service
Services
Exponent Investment Management
Ottawa, Canada
1-10 Employees
2011
Key takeaway
Exponent Investment Management focuses on helping clients transition from active income to passive retirement income through transparent and lower-cost financial advisory services. Their approach emphasizes a personalized roadmap for managing wealth, making them a relevant resource for those seeking financial guidance.
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Core business
Wealth Management Canada | Fiduciary Financial Advisor Canada
Exponent Investment Management is a wealth management firm in Canada. Speak to a fiduciary financial advisor and get clarity today!
Salus Wealth
Oakville, Canada
1-10 Employees
2011
Key takeaway
Manulife Securities Advisors offers personalized financial advice, specializing in investment tax planning for retirement and estate. Their team of experts structures portfolios to achieve risk-adjusted returns through tax-efficient investing, ensuring clients have a comprehensive financial plan to prosper.
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Core business
Salus Wealth / Investments / Canada
Salus is the ancient Roman goddess of health, wealth and prosperity. We are your trusted source for personalized financial advice. We simplify and explain financial matters on a one to one basis. We specialize in investment tax planning for retirement and the estate.
Virtual CFO Solutions
Victoria, Canada
1-10 Employees
2019
Key takeaway
The company specializes in providing strategic financial guidance and tech solutions, particularly for startups and small businesses. Their services include financial planning, reporting, bookkeeping, and virtual CFO services, all aimed at accelerating growth and enhancing financial strategy.
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Product
Products - Virtual CFO
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Auryce Inc.
Montreal, Canada
1-10 Employees
2016
Key takeaway
The company is a senior advisory firm that provides financial advisory services to clients and entrepreneurs worldwide.
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Service
Our Services
A senior advisory firm offering services to clients and entrepreneurs all around the globe.
TAVINA Management Corporation
Vancouver, Canada
1-10 Employees
2017
Key takeaway
TAVINA provides comprehensive financial advisory services to high-net-worth individuals and institutional clients, focusing on the investment, management, preservation, and transfer of Canadian assets. With over 30 years of experience, TAVINA offers access to portfolio management services and carefully selected Canadian investments across various asset classes.
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Service
Securities Investments Canada für Finanzdienstleister - Tavina Capital GmbH
Aufsichtsrats- und Beratungsmandate für Finanzdienstleister mit Schwerpunkt innovative Technologien und/oder zukunftsgerichtete Märkten.
Kaeros Capital Advisors Inc.
Vancouver, Canada
1-10 Employees
2018
Key takeaway
Kaeros Capital Advisors positions itself as a long-term strategic partner for businesses, specializing in securing alternative capital sources for mid-market companies across Canada. Their expertise in managing complex financing projects provides business owners with peace of mind during capital raises.
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Core business
Kaeros Capital Advisors
Virtual C-Suite
Côte Saint-Luc, Canada
1-10 Employees
2018
Key takeaway
The company provides tailored financial advisory services that allow businesses to access high-caliber C-Suite consulting at a fraction of the cost.
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OUR SERVICES | virtualcsuite
Crawford Smith & Swallow
Niagara Falls, Canada
51-100 Employees
1942
Key takeaway
Crawford Smith & Swallow offers comprehensive financial advisory services through their Certified Financial Planners, who provide strategic support for managing finances and planning for the future. Additionally, their team includes specialists in agricultural accounting, taxation, and succession planning, ensuring tailored solutions for diverse financial needs.
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Our Services – Crawford Smith & Swallow
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 | 104 |
| Amount of suitable service providers | 308 |
| Average amount of employees | 1-10 |
| Oldest suiting company | 1942 |
| Youngest suiting company | 2020 |
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
Who are Start-Ups in the field of Financial Advisory?
Start-Ups who are working in Financial Advisory are Powar Management 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.
