Keith Thomson, CFP, Cim, Fcsi

CI Assante Wealth Management, based in Toronto, ON, is dedicated to helping Canadian families, professionals, and business owners grow their wealth securely. With over 30 years of experience, their team of 590 seasoned advisors leverages professional resources to offer comprehensive wealth management solutions that encompass investment strategies, risk management, tax planning, estate planning, and retirement planning. The firm emphasizes a personalized approach, ensuring each client develops a wealth management strategy tailored to their specific goals and needs. Assante Wealth Management also incorporates charitable giving into its planning process, allowing clients to leave a lasting impact aligned with their values. Generated from the website

CIBC Mellon is a leading asset servicing company based in Toronto, ON, recognized for its commitment to accessibility and inclusivity for all individuals, including those with disabilities. Recently surpassing $3 trillion in assets under administration, the company demonstrates its leadership in the asset servicing industry. Dedicated to serving institutional investors in Canada, CIBC Mellon provides insightful resources such as weekly commentary, newsletters, and a podcast series that address market, industry, and regulatory matters. The company has also been acknowledged as the World's Best Sub-Custodian by Global Finance Magazine in 2024, further solidifying its reputation in the financial sector. Generated from the website

Longview Asset Management, located in Toronto, Ontario, is dedicated to addressing the investment needs of its clients through a client-focused approach and a distinct investment philosophy. The firm emphasizes long-term strategies, setting itself apart with a commitment to thoughtful financial guidance and insight-driven decision-making. With a qualified team and extensive experience, Longview fosters strong client relationships and aims to create value through customized investment solutions. The firm seeks to elevate the investment process by offering transparency and a deep understanding of market dynamics. Generated from the website