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Unlike the large investment institutions, we embody 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.
OneMain Solutions is a family of insurance companies with over 74 years of experience and experienced licensed agents in nearly 1,600 locations nationwide.OneMain Solutions and its agents know that honest and open communication is not only the way to do business, it is also the way to build a relationship with each of our customers. Our products are there to fill a need. We strive to ensure each customer understands what their needs are and how we can help to bridge any gap in coverage they may have.
Cherry Bekaert LLP, located in some of the most desirable locations in the Southeast, offers professional opportunities and resources normally associated with national firms in an environment that is supportive, flexible, entrepreneurial, and offers personal growth. The Firm selects honest professionals with a passion for excellence, treats them with respect, provides them with training and development opportunities, and then gives them the resources necessary to excel.
Intact Financial Corporation (TSX: IFC) is the largest provider of property and casualty (P&C) insurance in Canada and a leading provider of specialty insurance in North America, with close to $10 billion in total annual premiums.