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Holt Rooney is a Calgary, AB-based company in the Financial Services sector.
At Certified Financial Services we house a team of professionals who share a commitment to doing the right thing for our clients while holding ourselves to the highest of professional standards. Our mission is to use our skills and financial knowledge to help you and those important to you enjoy financial security, balance and prosperity. Your success is our success – and we work tirelessly to create the right strategies to optimize your wealth building potential and financial well being. We offer an array of specialized strategies that will address virtually all of your financial needs. The Living Balance Sheet® is an electronic wealth organizational platform designed to help you take appropriate actions to achieve your desired results. Certified Financial Services, LLC is an Agency of The Guardian Life Insurance Company of America, founded in 1860, and one of the largest mutual life insurance companies in the United States. For more information on Guardian, visit: www.guardianlife.com The Living Balance Sheet® and the Living Balance Sheet® Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. The graphics and text used herein are the exclusive property of Guardian and protected under U.S. and International copyright laws. Guardian, its subsidiaries, agents or employees do not give tax or legal advice. © Copyright 2005-2012, The Guardian Life Insurance Company of America
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.
Dundee Private Investors Inc. - Sandra Ivens is a Cornwall, ON-based company in the Financial Services sector.
Guidepost Financial Planning is a Fort Collins, CO-based company in the Financial Services sector.