| Name | Title | Contact Details |
|---|---|---|
Dan Larsen |
Assistant General Counsel | Profile |
At Summit our mission is to help our clients secure their future by achieving their financial goals. When you work with our team, you can expect them to take their time to listen to you, to assess your needs, to collaborate and respond with comprehensive financial planning and wealth management solutions designed to meet your objectives. However, sometimes providing a solution isn`t enough, because we understand that your circumstances will change. Therefore, we offer the ongoing support you`ll need to make sure your Financial Plan stays focused on your goals. For over three decades we`ve had the privilege of providing objective, comprehensive financial planning services to successful individuals, including senior Wall Street and corporate executives, professionals, athletes, retirees, business owners and their businesses, and non-profit organizations.
On Dec. 1, 2022 Triumph Bancorp, Inc. changed our name to Triumph Financial, Inc. Triumph Financial is a financial and technology company focused on payments, factoring and banking. Through our brands —TriumphPay and Triumph – we use technology and innovation to reduce friction in cash flow management and increase the speed of payments for the trucking industry. Our TBK Bank brand provides consumer, business and commercial banking solutions, including a full range of lending products. We create value by driving businesses and communities of all sizes toward the future. This is our purpose and how we help people triumph.
BeneFACT Consulting Group Inc. is a Toronto, ON-based company in the Financial Services sector.
The AmiPRO platform is purpose built for Canadian Wealth Management firms looking to offer and manage digital assets for their clients. AmiPRO is a complete turnkey solution that brings best of breed products and services under a simple interface, enabling advisors to meet their clients evolving investment interests and objectives.
The Affiliated Group specializes in the managment and recovery of accounts receivable portfolios in both pre and post charge-off phases.