Bullion Financial

FocusROI Inc, located in Scarborough, Ontario, specializes in providing services tailored for small and medium-sized accounting firms. Their offerings include training, monitoring, and practical guidance to help firms comply with professional standards and adapt to the evolving landscape of the accounting profession. The company emphasizes efficient engagement methodologies and a commitment to continual improvement, positioning itself as a competitive resource akin to larger national firms. Through their FocusCPD platform, they also offer verifiable continuing professional development for CPAs, ensuring that partners and staff are well-equipped to meet industry demands. Generated from the website

TD Wealth Private Investment Advice offers a range of financial services in Toronto, ON, including investment advising, portfolio management, private banking, financial planning, and wealth advisory services. Clients can easily locate advisors or branch locations based on their specific needs, either by name or location. The firm emphasizes accessibility and security, ensuring that clients can confidently explore their financial options and receive tailored advice. With a focus on personalized service, TD Wealth is committed to helping individuals and families achieve their financial goals. Generated from the website

The Investment Administration Solution Inc. (IAS) is a Toronto-based provider of third-party administration services, specializing in fund accounting and transfer agency solutions. The company also offers cloud-based system services for portfolio management and dealer back office operations for exempt market dealers (EMDs) and mutual fund dealers (MFDs). IAS features a fully automated online platform designed to serve all investors efficiently. The firm holds Third Party Certification for Canada, including SOC 1 Type 2 Audit, which has replaced the previous S5970 and SAS 70 standards. Generated from the website