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The Elements Financial Planning System gives financial advisors what they need to demonstrate recurring value and a next-gen experience for their clients.
Addenda Capital is an investment management firm providing solutions for institutional and high net worth clients. We offer our clients expert services in a broad range of asset classes. Our mission is to add value through innovation, discipline and integrity, and to nurture genuine partnerships with our clients. With offices in Montréal, Guelph, Regina and Toronto and a team of over 50 investment professionals, Addenda Capital offers traditional and alternative investment solutions that meet clients` needs. Our Values Client needs are our top priority. Client success depends on a culture of teamwork, independent thinking, trust and respect. We believe that every employee contributes to the achievement of our mission and that no individual is more important than the team.
NuVision Financial Federal Credit Union is a Huntington Beach, CA-based company in the Financial Services sector.
A not-for-profit financial cooperative owned by its members, State Employees' Credit Union (SECU) has been providing employees of the state of North Carolina and their families with consumer financial services for 82 years. The Credit Union also offers a diversified line of financial advisory services including retirement and education planning, tax preparation, insurance, trust and estate planning services, and investments through its partners and affiliated entities. SECU serves over 2.4 million members through 266 branch offices, nearly 1,100 ATMs, 24/7 Member Services via phone, a website, www.ncsecu.org, and a Mobile App.
Lyster, Watson Management Inc. is one of the leading providers in Financial Services. It is based in Tyler, TX. To find more information about Lyster, Watson Management Inc., please visit www.lysterwatson.com