Shore Underwriting

CPMS Computerized Portfolio is a technology company based in Toronto, ON, specializing in digital portfolio management solutions. With a focus on efficiency and organization, CPMS Computerized Portfolio offers software and services tailored to meet the needs of individuals and businesses looking to streamline their portfolio management processes. Generated from their business information

Legacy Private Trust, based in Toronto, ON, specializes in the management and administration of trusts, estates, powers of attorney, guardianships, and foundations for high net worth Canadian families and institutional clients. With a team whose experience dates back to the 1960s, they pride themselves on providing superior service through a personalized approach tailored to each client's unique needs. Dedicated to fostering long-term relationships, Legacy Private Trust ensures continuity by keeping the same professionals involved throughout a client's and their family's journey. Their commitment to flexibility and responsiveness allows them to adapt quickly to client situations, going beyond traditional expectations in trust and estate services. Generated from the website

KBSH Private Asset Management is a financial services firm based in Toronto, ON. Specializing in wealth management, the company offers personalized investment strategies tailored to individual client needs. With a focus on long-term financial planning, KBSH Private Asset Management assists clients in achieving their financial goals through prudent investment decisions and strategic portfolio management. Generated from their business information