Stone & Co Ltd

Newhaven Asset Management Inc. is a leading Canadian investment management firm based in Toronto, dedicated to providing advisory services within a separately managed account structure. Independent and employee-owned, the firm emphasizes unbiased advice and exceptional service through an experienced portfolio management team that employs a fundamental investment approach to deliver stable and sustainable total returns. Focused on customized portfolios, Newhaven works closely with clients to align their investment strategies with individual financial goals, ensuring a high level of communication and transparency. The firm prioritizes cost control by minimizing transaction costs and management fees, aiming to enhance client returns while maintaining a commitment to integrity and client interests. Generated from the website

Economic Investment Trust, founded in January 1927 and based in Toronto, holds net assets of $1,321.4 million as of December 31, 2024. The company is focused on investment management, offering quarterly dividends on Common Shares and maintaining a low management expense ratio of 0.22. As of December 31, 2024, Economic Investment Trust has demonstrated strong performance with annualized returns, including dividends, of 25.4% over the past year, along with competitive long-term returns compared to major indexes such as the S&P TSX Composite Index and MSCI All Country World Index. The company's ticker symbol for Common Shares is EVT, signifying its presence in the Toronto Stock Exchange. Generated from the website

TriDelta Financial Partners, based in Toronto, ON, specializes in providing affluent Canadians with comprehensive financial planning, investment management, and bespoke insurance solutions, all tailored to individual goals and values. Their team adopts a holistic approach, integrating various financial services to identify gaps and opportunities while ensuring clients' wealth is preserved for future generations. With a focus on fostering trust and understanding unique family dynamics, TriDelta's certified financial planners and registered investment counsellors collaborate with both internal and external specialists to deliver exceptional service and security. The firm is committed to balancing analytical financial advice with emotional intelligence, guiding clients toward a worry-free financial future. Generated from the website