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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.
Hive Finance is a financial services company that offers innovative financing solutions, including consumer loans, equipment leasing, and business loans.
Astra specializes in growth buyouts in the Communications and Technology Services industries. The team focuses on unique opportunities to execute Transformational Growth Investments in businesses with leverageable assets, positive free cash flow, and enterprise values up to $500 million.
Richard D Magarian is a Berkeley, CA-based company in the Financial Services sector.
Zest AI makes the power of machine learning safe to use in credit underwriting. Lenders using Zest make better decisions and better loans -- increasing revenue, reducing risk, and automating compliance.