Sun Life Financial

National Bank Financial Wealth Management (NBFWM), founded in 1902, is recognized as a top financial services provider in Canada, boasting over 850 wealth advisors and managing more than $170 billion in assets. Committed to personalized service, NBFWM emphasizes lifelong relationships and garnered acclaim for high investor satisfaction, ranking #1 in Canada for two consecutive years in the J.D. Power Investor Satisfaction Studies. NBFWM maintains a strong focus on research and market analysis, with a dedicated team monitoring economic trends and socio-political events impacting investments. The institution also offers innovative digital services, enabling clients to manage their portfolios seamlessly, access resources, and keep up with the latest financial industry developments. Generated from the website

Frank Ortencio Raymond James, located in Toronto, ON, is dedicated to providing comprehensive wealth management solutions tailored to meet the unique needs of each client. With a disciplined process and a focus on personalized investment strategies, the firm collaborates with clients and their professional advisors to ensure the endurance of wealth for future generations. The experienced team at Frank Ortencio Raymond James prides itself on delivering a concierge-level client experience, offering meticulous attention to detail and proactive financial management. Their expertise spans various sectors, including business owners, families, and healthcare professionals, enabling them to effectively address the diverse challenges of wealth management. Generated from the website

Heritage Education Funds is a company based in Toronto, ON that specializes in providing financial solutions for education savings. They offer a range of investment options tailored to help families save for their children's future educational needs. With a focus on long-term planning and investment growth, Heritage Education Funds aims to assist families in achieving their educational savings goals through personalized financial strategies and guidance. Generated from their business information