| Name | Title | Contact Details |
|---|---|---|
Stacie Legrow |
VP and Associate General Counsel | Profile |
Joi Ponder |
VP Associate General Counsel | Profile |
Lisa Forman |
VP Associate General Counsel | Profile |
Adam Olls |
Deputy Chief Legal Officer and Deputy General Counsel | Profile |
Peter Simms |
Vice President Trust Company Compliance | Profile |
Trade Business Exchange is a Markham, ON-based company in the Financial Services sector.
Primary Hub is a Scottsdale, AZ-based company in the Financial Services sector.
Campco Federal Credit Union is a Gillette, WY-based company in the Financial Services sector.
PEAK Financial Group is a Montrí©al, QC-based company in the Financial Services sector.
Spearhead is a boutique financial services firm exclusively focused on providing customized solutions for ultra high net worth investors, family offices, and asset management firms. We strive to provide long-term value to clients on an after income tax and estate tax basis by combining balance sheet risk management techniques together with investment management strategies.