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DundeeWealth Inc. is a Penticton, BC-based company in the Financial Services sector.
LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial advice market and served $488 billion in advisory and brokerage assets as of June 30, 2016. LPL is one of the fastest growing RIA custodians and is the nation`s largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2016). The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 banks and credit unions, enabling them to help their clients turn life`s aspirations into financial realities. Advisors associated with LPL also serviced an estimated 45,000 retirement plans with an estimated $124 billion in retirement plan assets, as of June 30, 2016. LPL also supports approximately 4,200 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,200 employees with primary offices in Boston, Charlotte, and San Diego.
Sheridan Road Financial is a Chicago-based independent investment consulting and retirement firm focused on developing customized strategies designed to fit the needs of our corporate and individual clients. We have gained a reputation as one of the leading independent advisors of corporate retirement plans in the country. Customized strategies: We have the freedom to work with any “provider,” platform, mutual fund family, TPA or record keeper as we develop your retirement plan strategy. We have also developed strong relationships with many leading service providers, law firms, accountants and other intermediaries, offering you greater depth of service. Our retirement team has an average of more than 20 years experience and deep knowledge in each market segment. We provide objective advice and act solely on behalf of your best interests. We do not underwrite securities or act as a lender, enabling us to avoid potential conflicts of interest.
BMO Nesbitt Burns - Sean Durkin is a Toronto, ON-based company in the Financial Services sector.
Cox Financial Group Ltd is a Lethbridge, AB-based company in the Financial Services sector.