Scheer Rowlett & Associates Invesment ManagementLtd

Tick Investment Group - Mandeville Private Client Inc, based in Toronto, specializes in providing tailored financial strategies for wealthy families and individuals. Their approach emphasizes a structured, emotion-free investment process, ensuring clients are well-positioned to capitalize on unique opportunities while managing risks effectively. The firm offers a comprehensive wealth management formula that includes a long-term outlook, a personalized financial plan, and clear communication with family members. By employing a proven framework and leveraging expert insights, Tick Investment Group focuses on sustainable wealth growth and preservation across generations. Generated from the website

Blair + Adrian Wealth Advisory is a personalized investment firm established in 2010 by the husband-and-wife team, Scott Blair and Zoe Adrian. Their core mission is to enhance clients' financial well-being and foster financial peace of mind by providing tailored services that prioritize competency, honesty, and transparency in a comfortable setting. The team at Blair + Adrian Wealth Advisory conducts detailed consultations to understand clients' current financial status, goals, and unique circumstances. Based on this information, they offer personalized investment strategies, including a full range of investment products such as securities, exchange-traded funds, mutual funds, and insurance solutions. The firm predominantly operates on a fee-based model, ensuring alignment with client interests. Services at Blair + Adrian Wealth Advisory extend beyond initial consultations, offering ongoing support through monthly newsletters, quarterly portfolio reviews, and annual in-person meetings. Clients benefit from a comprehensive suite of investment options, including the Platinum Private Portfolios, Advice + Managed Platform, and Traditional Brokerage, tailored to meet individual needs and preferences. Generated from the website content

U.S. Tax IQ Ltd, located in Toronto, ON, specializes in providing effective and practical U.S. tax and cross-border tax compliance services for individuals, small and medium-sized businesses, and professional athletes and entertainers. The firm adopts an integrated approach to tax planning, consulting, and preparation, ensuring that solutions are aligned with clients' business objectives and needs. With a focus on comprehensive tax solutions, U.S. Tax IQ is dedicated to addressing complex tax matters that may not fit conventional frameworks. Their team is committed to delivering high-quality services while staying updated on recent tax developments and legislative changes that could impact their clients. Generated from the website