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Legacy Insurance and Financial Services Agency
Vaughan, Canada
A
1-10 Employees
1993
Key takeaway
Legacy Insurance & Financial Services emphasizes its commitment to excellence in wealth management by providing clients with a range of carefully selected financial products, including mutual funds through Investia Financial Services Inc. This independent brokerage model ensures clients can choose the right products to meet their financial goals.
Reference
Service
Wealth Management | Legacy Insurance & Financial Services
RowanOak Private Wealth Counsel
Oakville, Canada
A
11-50 Employees
-
Key takeaway
RowanOak Private Wealth Counsel has established itself as an innovator in wealth management, focusing on proactive advice and planning that prioritizes clients' interests. As an independent wealth manager, RowanOak provides Canadians with objective and transparent wealth advice, adhering to fiduciary standards and offering a long-term approach to building and preserving family wealth.
Reference
Service
Private Wealth Management – RowanOak Private Wealth Counsel
Weekes Wealth
Burlington, Canada
A
1-10 Employees
2020
Key takeaway
Weekes Wealth is a trusted independent wealth manager and fiduciary in Canada, emphasizing the potential of your wealth and rethinking conventional wisdom in wealth management. Their focus on referrals from new clients highlights their reputation and effectiveness in the industry.
Reference
Core business
Weekes Wealth – Rethinking Conventional Wisdom
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Creed Capital Management Group at National Bank Financial
Vancouver, Canada
A
1-10 Employees
1998
Key takeaway
Creed Capital Management Group offers a premium Wealth Management service that emphasizes a superior client experience and focuses on tax-efficient, diversified portfolios. With over 22 years of client retention, they are dedicated to frequent communication and comprehensive financial planning to help clients achieve their financial goals.
Reference
Core business
Wealth Management | Creed Capital Management Group | Vancouver
Creed Capital Management Group at National Bank Financial is a service-first wealth management firm based on an excellent client experience and strong performance. We are dedicated to providing frequent communication, top-quality portfolio management, and comprehensive financial planning.
LLC Private Wealth at Canaccord Genuity Wealth Management
Vancouver, Canada
A
1-10 Employees
2022
Key takeaway
The company, LLC Private Wealth, specializes in comprehensive private wealth services and exclusive investment opportunities, emphasizing a full-service approach to building wealth. They prioritize concierge-level support, risk mitigation, and access to sophisticated venture capital, ensuring clients receive personalized solutions and detailed investment advice.
Reference
Core business
LLC Private Wealth · Canaccord Genuity Wealth Management
At LLC Private Wealth, we care – deeply – about managing money. By bringing together comprehensive private wealth services and exclusive investment opportunities, we offer clients a unique, full-service approach to building wealth.
Elite Wealth Management Inc.
Richmond, Canada
A
11-50 Employees
2005
Key takeaway
Elite Wealth Management is dedicated to building long-term financial wealth for its clients through personalized financial advising and planning. Their commitment to transparency, integrity, and trust fosters strong relationships, making them a valuable partner in effective wealth management.
Reference
Core business
Elite Wealth Mangement | Transparency, Integrity and Trust
Elite Wealth Management is an independant financial services brokerage providing client-focused financial planning through investment, insurance & tax strategies.
YourWealth Advisory
Edmonton, Canada
A
1-10 Employees
2019
Key takeaway
YourWealth Advisory specializes in wealth management, offering a client-centric approach that emphasizes holistic services and efficient portfolio design. With a team that includes a licensed Associate Portfolio Manager and Wealth Advisor, they are committed to delivering world-class service and deepening client relationships.
Reference
Service
SERVICES – YourWealth Advisory
Nest Wealth
Canada
A
51-100 Employees
2014
Key takeaway
Nest Wealth offers a direct-to-investor wealth management solution that is automated, low-fee, and transparent, making it easier for Canadians to achieve their financial goals. Their platform includes customized ETF portfolios and innovative financial planning software, enabling advisors to provide tailored advice and enhance client experiences.
Reference
Core business
Nest Wealth | Digital Wealth Management
Family Wealth Group
Winnipeg, Canada
A
1-10 Employees
1979
Key takeaway
The company is a privately owned, relationship-based, boutique wealth management firm in Winnipeg, dedicated to helping families achieve financial peace of mind. Their focus on long-term connections underscores their commitment to providing personalized wealth management services.
Reference
Core business
Family Wealth Group
Truesdale Financial Group
Calgary, Canada
A
1-10 Employees
1997
Key takeaway
The company is an independent wealth management firm with over 20 years of experience, specializing in comprehensive strategies for high net worth clients. They offer a range of services, including portfolio management, tax planning, and estate planning, all aimed at ensuring clients' financial well-being and peace of mind.
Reference
Service
Wealth management services - Truesdale Financial Group, Calgary, AB
We provide services to high net worth clients in several areas including portfolio management, tax planning, estate planning and more.
Technologies which have been searched by others and may be interesting for you:
When exploring the Wealth Management industry in Canada, several key considerations are crucial for informed decision-making. Regulatory frameworks play a significant role; firms must adhere to guidelines set by authorities like the Canadian Securities Administrators (CSA) and provincial regulators, ensuring compliance with standards related to fiduciary duties and client protection. The industry faces challenges such as evolving client expectations, technological advancements, and increasing competition from fintech companies, which can disrupt traditional business models. Opportunities abound, particularly in catering to an aging population seeking retirement planning and sustainable investment options, as demand for ESG (Environmental, Social, Governance) investments grows. The competitive landscape is marked by both established firms and innovative startups, prompting wealth managers to differentiate their services through personalized advice and advanced digital tools. Additionally, the global market relevance of Canadian wealth management firms is enhanced by Canada's strong economy and diverse investment opportunities, attracting both domestic and international clients. Understanding these factors is essential for anyone considering a career or investment in this dynamic sector.
Some interesting numbers and facts about your company results for Wealth Management
| Country with most fitting companies | Canada |
| Amount of fitting manufacturers | 190 |
| Amount of suitable service providers | 457 |
| Average amount of employees | 1-10 |
| Oldest suiting company | 1979 |
| Youngest suiting company | 2022 |
Some interesting questions that has been asked about the results you have just received for Wealth Management
What are related technologies to Wealth Management?
Based on our calculations related technologies to Wealth Management are Education, Engineering Services, IT & Technology Services, Healthcare Services, Consulting
Who are Start-Ups in the field of Wealth Management?
Start-Ups who are working in Wealth Management are LLC Private Wealth at Canaccord Genuity Wealth Management
Which industries are mostly working on Wealth Management?
The most represented industries which are working in Wealth Management are Finance and Insurance, Other, Real Estate, IT, Software and Services, Consulting
How does ensun find these Wealth Management Companies?
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