| Name | Title | Contact Details |
|---|---|---|
Megan Bizzozzaro |
eDiscovery Counsel | Profile |
Kurt Edwards |
CIO Team | Profile |
Gene Haldeman |
Executive Director and Counsel | Profile |
Patrick Shilling |
General Counsel Americas | Profile |
Markus Ronner |
Group Chief Compliance and Governance Officer | Profile |
Colgan Capital is a Pittsford, NY-based company in the Financial Services sector.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. Morningstar provides data on approximately 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 15 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had more than $179 billion in assets under advisement and management as of March 31, 2015. The company has operations in 27 countries.
Lyfor Insurance Services Ltd. is a Calgary, AB-based company in the Financial Services sector.
IPC Investment Corporation - Gregory Planche is a Newmarket, ON-based company in the Financial Services sector.
With wealth comes responsibility. As a respected, independent wealth management firm, True North Advisors is founded upon the principle of stewardship – the careful and responsible management of clients` financial assets to reach their goals now and in the future. Clients can rest confidently that their advisor is looking out for their interests because he or she has taken the time to really get to know the client and their life goals. Clients can enjoy peace of mind knowing their custom fit financial plan is in place and is being carefully implemented. With that plan, clients can exercise financial discipline to handle emotions that could lead to costly mistakes. Clients have a clear guide to navigating the changing economic and market environment during their journey and to making sense of all the deluge of information coming at them. They have their True North. True North was founded in 2000 by Scott Wood and Mark Gehlbach with the vision of providing clients with a dramatically better service and wealth management experience than available at large brokers. Scott and Mark envisioned a firm and a team of people that would get up every day excited to help people achieve their financial life goals. They envisioned a firm that would be the best at what it does, a place that clients felt comfortable telling their friends about, and where industry professionals would vie for an opportunity to join the team.