Directory · CA
Investment Advice in Canada
A register of firms and the professionals working at them in the Investment Advice sector based in Canada. Browse the public index, then filter or export on Kipplo.
Companies
29 on file
Digital Entrepreneur
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10001+ staff
Ph&n Investment Services
We have been servicing investors since 1964. As a unique offering in Canada, we offer you the perfect blend of independence and advice. When you invest with us, you take an active role in the construction and maintenance of your investment portfolio, while still being able to access investment advice over the phone when you need it.
11 to 50 staff
Northland Wealth Management
Northland is a multi-award winning, independent Canadian family office founded in 2011. Our global, open-architecture model provides our client families industry leading access to 'best-in-class' institutional-quality traditional and alternative investment opportunities. Recognized as leaders amongst North America's best investment advisory firms, we specialize in family enterprise and provide advice which focuses on investing, financial, estate planning, family governance and succession issues. Northland was founded with the mission of helping families with significant wealth prevent the adage of "shirtsleeves-to-shirtsleeves in three generations". Families place their trust in Northland to not just maintain, but to grow their financial and human capital over generations. We do this by going above and beyond for the families we serve.
11 to 50 staff
Right Advice & Investments Ltd
Investment Loan Investment Line of credit Tax Saving Tips Mutual Fund,(Shah Financial Planning INC.) Segregated Funds from RBC Insurance, BMO Insurance, Manulife Insurance, Canada Life, Sunlife. TFSA, RRSP,RESP, LIRA, Non Registered Investments. Life Insurance Critical Insurance Disability Insurance Travel / Visitor Insurance
1 to 10 staff
Canada Property Expert
We offer Real Estate Services to assist our clients in accumulating wealth through real estate investment, acquisition, and disposition. Our Clients are our top priority. Our recommendations for Real Estate Investing, Buying, and Selling are based on the most recent market trends and data analysis.
1 to 10 staff
Creditaria Financial Group
Our mission is to help you build your legacy with expert advice and financial products that will give you the tools to achieve your goals.
11 to 50 staff
Loft Wealth Management Group
LOFT Wealth Management Group is dedicated to providing excellent advisor service to meet our client’s financial needs. Founded in 2022 with the merger of 5 successful financial planning firms, LOFT now has offices in Guelph, Tillsonburg, and Waterloo. We offer our clients advice and support to protect them from risks while focusing on their retirement and estate planning goals. We specialize in corporate business and work with clients on employee benefits and group retirement plans.
11 to 50 staff
Magic Pants Dividend Growth Investing
My goal for this blog is to coach and educate the reader on what I have learned about dividend growth investing (DGI) with a focus on Canadian DGI stocks. Understanding how dividends work and their role in driving portfolio performance is a crucial concept for investors. Magic Pants Dividend Growth Investing is a platform that provides research and analysis to Canadian investors interested in building wealth through a dividend growth investing strategy. By focusing on companies with a history of increasing their dividend payments, investors can benefit from both capital appreciation and a growing stream of income. This strategy can lead to long-term wealth creation and help investors make informed decisions when selecting dividend growth stocks.
1 to 10 staff
Marketlab
MarketLab is a start-up fintech company in the retail investing space. The concept came from the Founder’s experiences as an investor in the hedge fund and mutual fund industries, where he concluded that the return outperformance for professional investors (hedge funds, mutual funds, institutional investors) versus retail investors has more to do with access to information than financial acumen. The edge that Wall Street research departments provide to the pros vastly stacks the deck against everyday investors. MarketLab’s goal is to level the playing field by providing high-quality financial research and analysis, tailored to the unique needs of retail investors – concise, focused, and jargon-free. And under a sponsorship and ad-supported model, we intend to provide this to our potential target market of +80 million retail investors for free.
1 to 10 staff
Stocktrends Publications
Stocktrends Publications is committed to delivering simple but effective equity market analysis to investors. Publishing weekly since 1993, its Stock Trends indicators empower investors by providing a results-driven methodology for trading. Stock Trends Weekly Reporter reports on the North American stock market in a unique way. This weekly publication helps investors quickly locate trends, simplifying the process of understanding the market action.
1 to 10 staff
Velocity Investment Partners
Our mission is to help high net worth families make smart financial decisions to achieve their unique financial goals, while managing the complexities of their wealth through strategic portfolios, trusted stewardship and comprehensive planning.
11 to 50 staff
Pitchscore Inc
PitchScore helps startups create their best pitch and deliver it to angel groups, seed funds and international investors. Our platform provides pitch science predictions of investor interest with real feedback to startup pitches.
1 to 10 staff
Cwn Media
CWN Media has multiple platforms in financial, crypto and gaming industries. Our Artificial Intelligence gathers data from many sources, shares among all platforms and builds a targeted audience for your brand. The AI media system delivers banner ads, multimedia ads, emails, mobile text, chat groups, message boards, social media, videos, ticker tag articles and an interactive automated dialer system.
1 to 10 staff
Harvey Morrison Private Wealth
Our Institutional Approach to Wealth Management uses a conservative, diversified formula based on the same foundations as the largest money managers in the world. This approach uses public and private equity, as well as, real estate - over and above the traditional stocks and bonds that are used by most brokers. This strategy incorporates private real estate, private equity, alternative income strategies with passive and active management strategies. This provides greater portfolio diversification to reduce overall portfolio volatility which provides an opportunity for enhanced returns for you. We look forward to providing holistic advice for all of your wealth needs including retirement planning, business succession planning, tax, insurance and estate planning.
1 to 10 staff
Ph&n Investment Services
We have been servicing investors since 1964. As a unique offering in Canada, we offer you the perfect blend of independence and advice. When you invest with us, you take an active role in the construction and maintenance of your investment portfolio, while still being able to access investment advice over the phone when you need it.
11 to 50 staff
Advisor Insights
At Advisor Insights, we provide unbiased and objective solutions that empower advisors to expand their businesses, increase operational efficiency, and maximize investment performance. Our comprehensive range of services includes business and brand strategy consulting, branded and customizable commentary, portfolio reviews, client prospect pitch books, idea generation, asset allocation recommendations, and investment process reviews and enhancements.
1 to 10 staff
Desjardins. Investment Solutions For Sustainable Growth That Counts
This page is an initiative to support advisors in their unique approach to investing. We want to help you offer solutions tailored to your clients' needs and your own business objectives with leadership, training, guidance, strategies and advices- Economic outlooks and market updates - Practice management tools and advice - Specialist interventions (sales directors, product experts, responsible investment specialists and more.)- In-person and virtual events Join our community and put our expertise to work for you.
1 to 10 staff
Boisclair Placements Assurances
Boisclair Placements | Assurances est un cabinet de services financiers multidisciplinaire œuvrant dans le domaine des placements et des assurances de personnes. Notre cabinet est 100 % indépendant et nous donne l’avantage de pouvoir offrir à nos clients le plus vaste choix de compagnies pour vos épargnes ou vos assurances. Notre mandat est d’accompagner fièrement les particuliers, les professionnels et les entreprises avec des solutions de planification financière novatrice et adaptée à vos besoins. Nous faisons de notre devoir d’offrir un service conseil hors du commun afin que votre santé financière soit une réussite à tous les niveaux. Chez Boisclair Placements | Assurances, on croit que les relations durables passent par le professionnalisme, la transparence et surtout l’écoute de vos besoins. Nous sommes heureux de pouvoir offrir à nos clients un service complet grâce à nos partenaires d’affaires dont des courtiers immobiliers, courtier hypothécaire, notaire, fiscaliste, comptable et plus encore.
1 to 10 staff
Cibc Wood Gundy London
We are an exclusive segment of CIBC in London, St. Thomas, Sarnia, Windsor, and Leamington. Our professional Wealth and Investment Advisors specialize in financial and estate planning, providing personalized advice tailored to each client's unique needs. With a global perspective, we offer premium financial services and investment advice. Our goal is to have a positive impact on the people we work with and serve and be leaders in our community at giving back. Trust us to be your partners in achieving financial success and embark on a journey towards a brighter future. We are the Place to Place your Trust.
201 to 500 staff
Finance Durable
Finance Durable Inc. mobilizes private capital for sustainable mobility and the climate transition, turning emissions reduction into investable Finance Durable Inc. is a Montreal-based advisory platform dedicated to mobilizing private capital for climate and impact. • We partner with investors, entrepreneurs, and asset managers in Canada, Europe, and the Global South to design and implement climate-aligned investment strategies. • Our mission is to turn GHG reduction into tangible and sustainable opportunities, from transport decarbonization to renewable energy and beyond. • With a focus on financial performance and rigorous impact measurement, we help channel capital into scalable solutions. • Together with our partners, we are building an inclusive, low-carbon, and investable 1) Finance Durable Inc. mobilizes private capital to accelerate sustainable mobility and the climate transition. Clientele: Family Offices & Mission-Aligned Foundations • Tailored advisory for climate and impact investing • Portfolio design & alignment with SDGs • Building a trusted community of long-term impact investors 2 )We support investors, entrepreneurs, and fund managers across Canada, Europe, and the Global South. For: Startups, Growth-Stage Enterprises, PE/VC Funds • Investment readiness & strategic positioning • Structuring fundraising strategies • Curated introductions & support through the capital-raising process 3) From transport decarbonization to renewable energy, we finance solutions that lower GHG emissions while combining financial performance with measurable impact. For: EU-based Climate & Impact Managers targeting North America • Market access & positioning in Canada • Outreach to institutional investors & family offices • Structuring 4) Bridging Canada and the Global South For African & Latin American Enterprises, Québec-based Diaspora Entrepreneurs • Support for Global South companies raising capital in Canada
1 to 10 staff
Pendrith Wealth Management
Wealth Management iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.
1 to 10 staff
Dispatch
Over the years, Dispatch has nurtured dozens of startups- helping them find corporate clients, skilled employees, gain media coverage and raise millions in venture capital. https://dispatch.vc
1 to 10 staff
Toronto Trust
Toronto Trust was founded by two students from the Rotman Commerce Program at the University of Toronto. Driven by a shared passion for the financial world and a commitment to continuous learning, we created this platform to share our insights and research with a broader audience. Our mission is to educate and inspire students about finance through engaging and accessible blogs, as we explore and learn alongside our readers on the path to financial literacy and independence. Through Toronto Trust, we publish in-depth analyses, market updates, and personal insights on various financial topics. We are excited to build a community where people can learn, grow, share insights, and succeed together in the world of finance
1 to 10 staff
Aureon Stocks
Aureon is an AI-powered investing platform built for the next generation of investors. We simplify the stock market through a swipe-based interface, AI-generated insights, and real-time financial summaries — all in a format that feels as intuitive as social media.
1 to 10 staff
