Sunstone Realty Advisors

McCurdy Financial Planning Inc, founded by Diane McCurdy over 25 years ago, is a leading financial planning firm in Vancouver, BC, dedicated to helping clients design personalized financial programs through a diversified and conservative approach. Their commitment to identifying key attitudes and ideas around wealth allows clients to embark on a tailored path to financial freedom. In addition to comprehensive financial planning services, McCurdy is the author of "How Much Is Enough," a reputable guide that addresses common financial questions and insecurities faced by clients. The firm's emphasis on maximizing overall return and protecting wealth ensures client success during both prosperous and challenging economic periods. Generated from the website

LT Wealth Management Partners, based in Vancouver, BC, offers personalized financial planning, portfolio management, and tax planning services to individuals and groups across Canada and the US. As part of Raymond James Ltd, Canada's largest independent investment firm, they emphasize a team approach to building long-term wealth for their clients. With a commitment to integrity and transparency, LT Wealth Management Partners has garnered positive testimonials for their attentive service and tailored financial strategies. Their advisors are known for simplifying complex financial concepts and maintaining a genuine interest in their clients' financial well-being and future goals. Generated from the website

First Merit Group is a North American private equity firm that specializes in a range of services including strategic advisory, early-stage mezzanine investment, and long-term asset management. The firm manages funds across various technology sectors, such as biomedical research and development in Europe, as well as communications technology, nanotechnology, and financial technology in the southern United States. With assets under management totaling approximately $21 billion as of 2024, First Merit Group is well-positioned to leverage its expertise in the technology landscape. The firm focuses on delivering value through its diverse investment strategies and commitment to innovation. Generated from the website