Directory · CA
Financial Services in Canada
A register of firms and the professionals working at them in the Financial Services sector based in Canada. Browse the public index, then filter or export on Kipplo.
Companies
8.7K on file
Groupe Financier Peak Peak Financial Group
With $15 billion in assets under management, PEAK is positioned as a leader among multidisciplinary and fully independent dealers. Present from coast to coast, PEAK Financial Group has proudly represented and promoted independent advice for 30 years. PEAK has captured the trust of over 1,500 independent Advisors, professionals and employees registered across Canada, enabling them to successfully serve more than clients (retail networks) by delivering financial advice that is both impartial and free from conflict of interest. PEAK Financial Group caters to Financial Advisors wishing to pursue their profession with complete independence in the areas of wealth management, mutual funds, securities, insurance and financial planning.
51 to 200 staff
Harbourfront Wealth Management
Unlike the large institutions, Harbourfront Wealth embodies a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management. We do this by offering harmonized advice that intricately weaves defensive portfolio construction, income planning and projecting, tax minimization planning, estate preservation, and trust management, all with a continuous focus on the management of risk. Our advisors located in Harbourfront’s branches across Canada have been carefully selected based on high standards of excellence and integrity. They tailor client wealth plans with no incentive to use proprietary products or investment vehicles.
201 to 500 staff
Heb Manitoba
HEB Manitoba provides pensions and other benefits to eligible Manitoba healthcare employees and their families. The Healthcare Employees' Pension Plan is one of the largest pension funds in Manitoba and among the top 50 in Canada. It is governed by an independent, 12-member Board of Trustees. The Healthcare Employees' Benefits Plan provides Healthcare, Dental, Life Insurance, and Disability & Rehabilitation benefits to our members. It is governed by an independent, 10-member Board of Trustees. There is equal representation on each Board from healthcare-related unions in Manitoba and from Participating Employers. The Trustees act on behalf of the beneficiaries of the Plans to manage the organization and to manage and invest the assets of the Plans.
51 to 200 staff
Heritage Plans
Heritage Education Funds is a division of Knowledge First Financial Inc. Acquired in January 2018, together they create the largest RESP Company in Canada with $6.4 billion in assets under management. Each company brings more than 50 years of experience in helping Canadian families save for post-secondary education. Heritage Education Funds is a division of Knowledge First Financial Inc. Knowledge First Financial Inc. is a wholly owned subsidiary of the Knowledge First Foundation and is the investment fund manager, administrator and distributor of the education savings plans offered by Knowledge First Foundation and Heritage Educational Foundation. For more information about our education savings plans, please visit knowledgefirstfinancial.ca or refer to our prospectus. Knowledge First Financial® is a registered trademark of Knowledge First Financial Inc. Head office: Knowledge First Financial Inc, 50 Burnhamthorpe Road West, Suite Mississauga, Ontario L5B 4A5
1001 to 5000 staff
Homeequity Bank
HomeEquity Bank is a Schedule I Canadian bank and is the only provider exclusively focused on reverse mortgages for homeowners aged 55 and over. HomeEquity Bank is a privately held company and helps Canadians live retirement their way by providing a safe, secure, and easy way to access the equity they’ve built up in their homes through their financial solutions, the CHIP Reverse Mortgage® and Income Advantage®. HomeEquity Bank has been the leader of reverse mortgages in Canada since its inception in 1986. HomeEquity Bank has an effective direct-to-consumer distribution model as well as a well-established network of referral partners. This extensive partner network includes all major Canadian banks, credit unions, mortgage brokers, and financial planning firms.
201 to 500 staff
Homewise
Homewise is a national end-to-end homeownership platform, centered around its digital mortgage experience that uses data intelligence to match and secure clients with their best mortgage from 30+ banks and lenders in minutes. Homewise then connects clients to their in-house Real Estate solution (Homewise Real Estate) and partners at each step of the process from there, such as insurance and real estate law. Homewise sets the goal of saving Canadian home buyers and owners time, confusion, and a lot of money. Homewise is proudly Canadian and is a licensed Mortgage Brokerage and Real Estate Brokerage.
11 to 50 staff
Ia Auto Finance
Who We Are iA Auto Finance, a wholly owned subsidiary of iA Financial Group, is a broad-spectrum lender that provides automotive loans to Canadians who need to buy a car but can’t obtain traditional bank financing. For our dealer partners, we pride ourselves on delivering the fastest loan approvals in the business and an exceptional service experience. For our borrowers, our Rate Reducing Loan allows them to save money, pay their loans off faster and improve their credit score.
201 to 500 staff
Ia Clarington Investments
One of Canada’s leading investment management companies, iA Clarington brings integrity and commitment to a complicated global investment landscape. A wholly owned subsidiary of iA Financial Group, we offer a wide range of investment solutions, including actively managed mutual funds, managed portfolios, Active ETF Series and socially responsible investments.
51 to 200 staff
Ic Savings
IC Savings is a full-service financial co-operative, providing a complete range of banking, lending, and investment products and services. With eight branches across Toronto and Vaughan, and a dedicated lending services centre that serves members throughout the Greater Toronto Area and across central and southwestern Ontario, we deliver the financial solutions individuals, families, and businesses need to thrive. What sets us apart is how we do business. As a credit union, we reinvest close to home, helping members manage, grow, and protect their finances, while strengthening the communities where they live and work. We return profits directly to our members through great rates, products, and services, and we invest in local projects and initiatives that make our neighbourhoods better places to live. From our beginnings in Woodbridge to being recognized among Ontario’s best-managed credit unions, our focus has remained the same: delivering exceptional service and building prosperity that lasts.
51 to 200 staff
Ifinance Canada
iFinance Canada, a Canadian FinTech company, offers digital and flexible financing solutions that help businesses improve cash flow, strengthen customer retention, and eliminate financial barriers to service. We partner with healthcare providers, merchants, and service-based businesses to offer instant, risk-free payment plans, helping clients say yes to more treatments and services without financial hesitation. Our financing programs are tailored to support business growth, long-term customer acquisition, and higher conversion rates. Flexible financing up to with terms up to 84 months No merchant fees, zero risk for providers Bilingual support (English & French), 7 days a week Seamless integration & fast onboarding 0% financing options available for select programs Now Offering Personal Loans in Partnership with Circle K Beyond service provider financing, we now offer personal loans up to through Circle K x iFinance Canada, giving consumers instant access to flexible financing wherever they need it. Industries We Support: From medical, dental, and veterinary to home improvement, auto, and professional services, we provide tailored financing solutions that help businesses increase affordability, cash flow, and long-term success. Let’s connect and explore how iFinance can help your business grow.
51 to 200 staff
Innovation Federal Credit Union
Innovation Federal Credit Union is a co-operative that strives to be the most responsive and innovative financial services organization. We look to continuously improve our internal operations and enhance the member experience you have with us each day. We explore new methods of serving you better through the adoption of technology, listening to how and when you would like to conduct your business. We have three core values that guide our team: Accountability We take ownership of problems and fix what’s broken. Integrity We say what we do; we do what we say. Respect We recognize that the thoughts and backgrounds of others are as important as our own. Our purpose is to simplify banking for Canadians. Thank you for being a member!
201 to 500 staff
Intellifi
Intellifi evolved out of a desire to support our clients with innovative, simple, flexible, and end-to-end lending and loan solutions. Our team saw the need for a service that would help reduce execution risk and lower costs. With the shift to digital lending, our goal is simple – to give our clients a competitive edge by creating a completely scalable solution that is tailored to their business. We are a reliable one-stop shop for our client’s commercial and residential lending needs in the Canadian industry. By combining data, people, and technology, we meet consumer demands for faster, simpler solutions. As industry pioneers with decades of experience, we are passionate about spearheading innovative, creative digital solutions for established and emerging lenders. We will work with lenders by integrating with their business and help them with everything - from the technological infrastructure they need to the front-faced customer service side of their business. With our expertise in both Residential and Commercial Services and Technology, along with our extensive experience in day-to-day operations, Intellifi is the partner our clients can count on and the solution they’ve been looking for.
51 to 200 staff
Interior Savings
Our history as a credit union is rooted in community, trust, and cooperation. While this page is no longer active or monitored, our story is far from over. Follow us over at Beem Credit Union where we continue to empower British Columbians. Join the journey:
201 to 500 staff
Investia Financial Services
Investia Financial Services Inc. is a wholly owned subsidiary of Industrial Alliance Insurance and Financial Services Inc. We offer a range of products and services associated with the distribution of mutual funds and segregated funds.
1001 to 5000 staff
Invis
CANADA'S MORTGAGE EXPERTS Invis, along with affiliated company Mortgage Intelligence, is one of the largest and most respected national mortgage brokerages in Canada, with Mortgage Consultants across the country, in every province, with representation in small and large cities; urban and rural areas. The company has a strong history of success: • Over $158 Billion in total mortgage originations • Over clients have trusted us with their mortgage • With diversified business lines: • Residential Mortgages • Commercial Mortgages • Mortgage Life, Disability and Critical Illness Insurance • Home and Auto Insurance • Credit Cards • In partnership with over 50 lenders, including major banks, credit unions, trust and insurance companies, and other national, regional and private lenders • Helping Canadians achieve their home ownership goals since 1989 • Proud member of M3 Mortgage Group • #1 non-bank mortgage originator in Canada • brokers • $44 billion in annual mortgage volumes • Diversified family of 5 mortgage brands • Full spectrum of providers, products, and solutions • Mission - position brokers as the consumer's best ally • "Technology Driven, Customer Obsessed" success mantra If you are interested in joining our Mortgage Brokerage Family, please go to We look forward to speaking with you!
1001 to 5000 staff
Island Savings, A Division Of First West Credit Union
Island Savings, a division of member-owned co-operative First West Credit Union, provides banking, borrowing and investment services for residents and businesses across Vancouver Island and the Southern Gulf Islands. As a division of First West Credit Union, B.C.'s third-largest credit union with nearly $18.6 billion in total assets and assets under administration, more than members and 45 branches throughout the province, Island Savings brings innovative products, an extensive branch network and local decision making to the banking experience.
201 to 500 staff
Kaleido Croissance
Kaleido est une entreprise québécoise pionnière des régimes enregistrés d’épargne-études depuis 1964. Nos employé(e)s, représentant(e)s et conseillers(ères) se dévouent chaque jour pour réaliser notre mission : faciliter l’atteinte du plein potentiel de chaque enfant en l’accompagnant dans son parcours pour inventer la société de demain. Nous offrons des individuels flexibles et responsables qui aident les familles à épargner pour l’avenir d’un enfant qui leur est cher. Nos spécialistes du conseillent et accompagnent les familles tout au long de leur projet d’épargne-études. Nous proposons également le « en entreprise » : une formule sans frais et simple à mettre en place pour les employeurs qui souhaitent bonifier leurs avantages sociaux et faire une différence positive dans la vie de famille de leurs employé(e)s.
51 to 200 staff
Libro Credit Union
Libro Credit Union is a full-service financial institution serving more than member-Owners through a network of digital services and 34 physical locations. As a trusted financial partner for 80 years, it's our passionate staff and commitment to our communities that sets us apart. Libro is a purposed-based business proudly committed to making positive social and environmental impact as a certified B Corporation®, as an associate member of the Responsible Investment Association, and as a Living Wage employer. If you want to see what makes Libro different, and how your purpose might align with ours then we want to hear from you! Join an inclusive and positive work environment that fosters career growth and advancement. Visit libro.ca/careers to apply today.
501 to 1000 staff
Lynx Equity Limited
Lynx Equity is a private equity firm that owns and operates fifty companies in various industries across North America, the United Kingdom, and Denmark. Operating exclusively in the “Small to Medium Enterprise” (SME) space, Lynx specializes in the purchase and operation of “old economy” businesses with long, proven track records and consistent cash flows. Typically, Lynx purchases businesses from owners/founders who are seeking an outright sale in the absence of another succession plan. Because of the size of the businesses under consideration, Lynx is able to purchase its portfolio companies for very competitive prices, resulting in attractive, predictable returns. Unlike other private equity groups that generally syndicate purchases through the use of limited partnership funds, Lynx finances its acquisitions in two ways: through vendors by way of “Vendor Take Back” (VTB) financing and through the issuance of high-yield debt to accredited investors across Canada. Due to a combination of competitive low purchase price multiples, mixed with low- or zero-interest VTB financing, Lynx is able to pay very attractive yields to its investors who invest through straight debt. Are you interested in writing about Lynx? Please download and review our press kit:
1001 to 5000 staff
Matrix Mortgage Global
We come to work every day because we want to solve the biggest problem in the mortgage industry: millions of homeowners being rejected by their banks. Shawn Allen, the principal broker of Matrix Mortgage Global saw this coming. Since the 2008 market crash in the U.S, Canadian Finance Regulators have made it drastically more difficult for non-conforming borrowers to get approved. The restrictive lending practices meant that banks were turning away homeowners in need right and left. As soon as someone faced a little adversity or didn’t fit into the narrowly defined parameters, they merely shrug and say, “We can’t help you, it can’t be done.” Matrix Mortgage Global was born from an attitude that “It CAN be done” with flexible, common sense alternative lending practices. Our clients are given hope when they are most in need of it. With our pool of over $100M in funds, we are equity lending defined. In 2016 CMP ranked us as Canada’s Largest Private Lending Brokerage, and 4th overall in Canada. Our clients love us because we take the time to understand their distinctive goals, needs and situational factors. We work with them to create a better financial outlook by consolidating debt, providing renovation financing or freeing up equity to invest with. Thousands of homeowners have put their trust in our abilities throughout our 9 years of operation. We’ve seen it all, and we are invigorated by the opportunity to help thousands more. We are here to provide accessible financing solutions for borrowers and to support our fellow industry professionals with their clients. If you like what you hear, you’ll like what you see too! Follow our blog and other social media outlets for useful insights on the national and international housing markets. Blog: Facebook: Instagram: Twitter: https://twitter.com/MatrixMortgage
51 to 200 staff
Merix Financial
At MERIX Financial, our mortgage products are as diverse as our homeowners, and we partner with the best mortgage brokers in the business to find mortgage solutions for each situation. Whether it’s through exceptional customer support or innovative tech that lets homeowners take control of their mortgage, we’re doing things differently and making a difference along the way. Since our start in 2005, we’ve funded over $60 billion in mortgages and provided residential mortgages to over Canadians from coast to coast. We’re not new to this, so you know we’ve got you covered. Paradigm Quest Inc. operating as MERIX Financial Ontario Mortgage Brokerage #11017 Ontario Mortgage Administrator #11725
51 to 200 staff
Morningstar Sustainalytics
Morningstar Sustainalytics is a leading independent ESG and corporate governance research, ratings and analytics firm that supports investors around the world with the development and implementation of responsible investment strategies. For 30 years, the firm has been at the forefront of developing high-quality, innovative solutions to meet the evolving needs of global investors. Today, Sustainalytics works with hundreds of the world’s leading asset managers and pension funds who incorporate ESG and corporate governance information and assessments into their investment processes. Sustainalytics also works with hundreds of companies and their financial intermediaries to help them consider sustainability in policies, practices and capital projects. With 17 offices globally, Sustainalytics has more than 1,200 staff members, including more than 500 analysts with varied multidisciplinary expertise across more than 40 industry groups. For more information, visit
1001 to 5000 staff
Mortgage Architects
Mortgage Architects is a national mortgage brokerage with a network of brokers across Canada. In addition to our great marketing tools, technology, training and support, Mortgage Architects offers a unique opportunity to be part of a leading network that focuses on helping you to build your business today, and grow your business tomorrow. FSRA (ON) Mortgage Brokerage License #12728 | FCAA (SK) Mortgage Brokerage #316728
1001 to 5000 staff
Mortgage Automator
Mortgage Automator is the most advanced end-to-end loan origination & servicing software for North American private lenders. Perfect for residential, commercial, and construction lending (rehab, fix & flips), in seconds, it auto-generates custom documents, compliance reports, ACH/PAD payments, and more. Improve communication with borrower and investor portals. With customizable templates, products, and user training and support, focus your team on growth and let Mortgage Automator handle the rest.
51 to 200 staff
