| Name | Title | Contact Details |
|---|---|---|
Josh Gernes |
Associate General Counsel | Profile |
CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services. Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members.
BMW of Buena Park is one of the largest and most popular BMW dealerships in the Buena Park area. Our dealership features an extensive inventory of new and pre-owned BMW vehicles for sale, exclusive BMW lease specials and financing offers, a state-of-the-art service center, and an experienced team of BMW enthusiasts ready to assist you with any request you may have.
Nexxess International is a National Private Trust Management Company, located near Dallas, TX. Today, Nexxess has more than 200 consulting partners and we manage wealth and trusts for clients. As a leader in complex trust structuring, Nexxess can help both clients, large or small. We have staff of many different skill sets, including Financial Planners, Enrolled Agents, CPAs, Attorneys and more.
Our agency is the vision of a small group of insurance professionals who have spent years building large and mid-level risk management agencies. Mythic was born out of their desire to build an agency that caters to a select group of long-term clients who have an investment-minded view and value creativity and flexibility in a business partner. Although we have developed large specialty programs, such as our franchisor/franchisee risk management solution, we relish any opportunity to creatively craft custom risk management programs that mold to a clients specific needs. We offer expert guidance and flexibility to our clients, adjusting as their needs change and grow over time. Our ultimate goal is to make risk management and insurance profitable and as painless as possible.