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  • nelsonfinancial.ca
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Ownership & Registration: Nelson Portfolio Management Corp. (NPMC) is an independent, discretionary portfolio management firm registered in the provinces of Ontario, Manitoba, Alberta and BC; and is registered as an Investment Fund Manager in Ontario..
Relevance: 106.592514
  • lesterasset.com
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Founded in 1987, Lester Asset Management is a Montreal-based discretionary portfolio management firm duly registered with Canadian regulatory authorities. The firm specializes in equities and fixed income securities and Global Environmental, Social,..
Relevance: 104.28719
  • blueskyic.com
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At BlueSky Investment Counsel, we are part of a small group of investment firms in Canada with a fiduciary duty to our clients to act with care, honesty and good faith. BlueSky Investment Counsel is a member of the Ombudsman for Banking Services and..
Relevance: 88.4026
  • www.peaqadvisors.com
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PeaQ Advisors Ltd is an independent investment advisor in Mauritius offering Discretionary and Non-Discretionary Portfolio Management and Pension Fund Management services... To accompany our clients on their investment journeys by providing them..
Relevance: 47.16241
  • odonnellwm.com
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O'Donnell Wealth Management is a full-service discretionary investment management firm. Discretionary investment management is a form of investment management in which buy and sell decisions are made by a portfolio manager for the client's account...
Relevance: 45.780823
  • www.panpms.com
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PAN Portfolio and Management Services provide discretionary investment management services tailored towards your specific goals, needs, and personal values...
Relevance: 45.59172
  • ca.rbcwealthmanagement.com
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Monte provides more than 35 years of experience in the investment industry. Monte has been a discretionary portfolio manager since 2009 and provides a disciplined approach to portfolio management with a clear, objective and long-term methodology..
Relevance: 45.47686
  • www.a1trade.com
A1 Trade is a respected independent wealth management company, that provides a diverse client base with sage investment advice and execution facilities... The A1 Trade Discretionary Portfolio Management Service provides you with agile, responsive,..
Relevance: 45.425495
  • gwmam.co.uk
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GWM Asset Management Limited is an investment management business, focussed on providing and managing model portfolios on a discretionary basis... GWM Asset Management Ltd. does not offer financial advice. However, our partner company, Grosvenor..
Relevance: 45.33078
  • www.marketfield.com
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Marketfield Asset Management LLC ("Marketfield") is a registered investment advisor that offers discretionary portfolio management for private and institutional clients, typically as advisor or subadvisor to funds and products. The firm is an..
Relevance: 44.032814
  • www.alpha-pm.co.uk
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Alpha is an award winning bespoke portfolio manager. We specialise in providing discretionary portfolio management to clients... As a discretionary investment manager, we believe we have one of the most comprehensive investment offerings in the..
Relevance: 42.85612
  • www.pembrokeam.co.uk
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Very few financial advisers have the necessary qualifications, authorisation and experience to carry out discretionary portfolio management. Our ability to provide these services has been of immense benefit to our clients... We are currently..
Relevance: 42.809692
  • www.skyroad.com
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Sky Road is reinventing portfolio management, giving asset management firms the automation, insights, and intelligence they need... Drive alpha and operational efficiency with Sky Road's customizable suite of trade automation and AI based portfolio..
Relevance: 42.579865
  • netherby.com
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Netherby provides individual account investment allocation, portfolio management, re-balancing, reporting and account aggregation to clients... Netherby offers discretionary financial planning asset management services for Individuals, families,..
Relevance: 42.461723
  • www.weidaam.com
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Wei Da Asset Management provides fund management and discretionary portfolio management services to family offices, high net worth individuals and institutional investors. It is a licensed corporation under SFC Type 9 (asset management) businesses..
Relevance: 42.21864
  • www.rosehillam.com
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Our mission is to protect and grow our clients assets while navigating through complex financial markets and decisions by providing planning and discretionary tactical portfolio management through a fiduciary relationship...
Relevance: 41.8374
  • inkwellcapital.com
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Inkwell Capital is a registered investment adviser which offers personalized discretionary portfolio management services to individuals and institutions... Inkwell provides discretionary portfolio management services to individuals and institutions..
Relevance: 41.762646
  • www.balkerneassetmanagement.com
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Balkerne Asset Management is a trading style of Capel Court Plc which is authorised and regulated by the Financial Conduct Authority (Registered Number 154146)... Balkerne Asset Management provides a cost-effective, discretionary portfolio..
Relevance: 41.38603
  • www.trendcaplp.com
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Trend Capital Management LP is a discretionary global macro hedge fund manager. Trend Capital applies rigorous fundamental macroeconomic analysis and a disciplined portfolio construction framework to generate absolute returns with low correlation to..
Relevance: 41.30965
  • capitalwealthplanning.com
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Capital Wealth Planning is a fee-based, SEC Registered Investment Advisory firm, specializing in managing discretionary strategies. Investors and advisors can learn more about access to the institutional wealth management platforms through separately..
Relevance: 41.282455
  • www.rogersadvisors.com
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Rogers Investment Advisors, LLC is a boutique concierge wealth management firm based in the San Francisco Bay Area. We are licensed as a registered investment advisor by the State of California, and can accept clients throughout the United States. We..
Relevance: 41.196663
  • www.gnmgt.com
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GN Management has been an integral part of Jersey City's redefinition, helping to revive and reinvigorate its streets and neighborhoods for the past decade. Our portfolio of work ranges from smaller apartments to multiple-story mixed-use towers. Take..
Relevance: 41.14468
  • ccminc.com
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CCM Investment Advisers, LLC is a registered investment adviser with over $1 billion in discretionary assets under management. We offer a complete array of investment styles with proven records of competitive investment returns... CCM Investment..
Relevance: 41.073463
  • ca.rbcwealthmanagement.com
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John Archer is part of a selected group of Portfolio Managers at RBC Dominion Securities who are licensed to provide this level of discretionary investment management after meeting rigorous industry-wide qualifications for education, reaching a..
Relevance: 41.008728
  • ebi.co.uk
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ebi is an innovative discretionary fund manager built on the principles of diversification, sustainable investing and low cost passive portfolio management... ebi offer a comprehensive outsourced investment solution, delivering innovation, value and..
Relevance: 41.004684
  • leeturner.ca
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We provide tailored discretionary investment management to investors of most sizes, from individuals & families to foundations, charities and non-profit organizations... We employ stringent top-down, fundamental analysis to build a portfolio of..
Relevance: 40.08439
  • jpmilani.com
JP Milani Asset Management Inc. (JP Milani) is pleased to provide you with the information on this website as a general introduction to us and to the services we provide... JP Milani Asset Management offers discretionary portfolio management..
Relevance: 40.070663
  • dynamictree.com
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We are an independent investment management firm catering to high-net-worth and ultra-high-net-worth individuals and families who wish to preserve and grow their wealth... At Dynamic Tree, we provide discretionary portfolio management and investment..
Relevance: 39.93313
  • www.vanmeterassociates.com
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We do not have access to any client funds. We are charged with choosing the security holdings... Independent Portfolio Management Firm engaged in discretionary managment of client stock and bond porfolios devoted only to the active and thoughtful..
Relevance: 39.903873
  • www.michaeljudge.ca
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Senior Portfolio Manager with over thirty-five years' industry experience with a successful background in the equity and fixed income markets both foreign and domestically... Provides discretionary investment management services to private..
Relevance: 39.748188