Inter-Provincial Diversified

Segal Marco Advisors in Toronto, Ontario, is a consulting firm specializing in providing investment advice and research to a variety of industries. With a focus on multiemployer, public sector, corporate, financial intermediaries, and nonprofit sectors, they offer tailored insights to their clients. The company prides itself on its expertise in environmental, social, and governance (ESG) investing, providing valuable guidance in this rapidly growing field. Segal Marco Advisors values diversity, equity, and inclusion, showcasing their commitment to serving a wide range of clients and promoting a holistic approach to investment strategies. Generated from the website content

Oakmont Capital Management LLC is an independent, fee-only registered investment advisor based in Toronto, Ontario, dedicated to providing tailored wealth management, institutional consulting, and family office services. The firm prides itself on establishing long-term, transparent relationships with a diverse clientele, including families, corporate sponsors, and charitable entities. With a commitment to prudent investing and financial planning, Oakmont Capital seeks to empower clients at various stages of their investment journeys, ensuring access to a dedicated Chief Investment Officer. Their approach emphasizes personalized strategies that align with clients' specific investment objectives, tax initiatives, and estate planning needs. Generated from the website

Home Equity Income Trust is a Toronto-based company that specializes in providing equity release solutions for homeowners looking to unlock the value of their properties. The company offers a range of financial products and services tailored to meet the unique needs of individuals seeking to access home equity. With a focus on transparency and customer satisfaction, Home Equity Income Trust aims to help clients make informed decisions about leveraging their home equity for financial flexibility and security. The company's experienced team works closely with customers to explore options and find solutions that align with their long-term goals. Generated from their business information