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  2. Guardian Capital Group - Wikipedia

    en.wikipedia.org/wiki/Guardian_Capital_Group

    Guardian Capital Advisors - Investment management firm for high-net-worth individuals. Alexandria Bancorp Ltd. - Fully licensed bank located in the Cayman Islands and Barbados providing corporate governance advisory, investment management, and banking services. Rae & Lipskie Investment Counsel Inc. - Ontario-based private wealth management firm.

  3. List of Canadians by net worth - Wikipedia

    en.wikipedia.org/wiki/List_of_Canadians_by_net_worth

    However, the SFS PUMF only reported on the wealth of families with $27 million or less. [16]: 3 In their June 2020 report, the PBO introduced their new "analytic resource" developed to "address the data gap." Their new modelling approach provides a more reliable estimate of family wealth at the top tail of wealth distribution in Canada.

  4. List of asset management firms - Wikipedia

    en.wikipedia.org/wiki/List_of_asset_management_firms

    State Street Global Advisors: United States 4,340 5 Morgan Stanley: United States 3,629 6 JPMorgan Chase: United States 3,564 7 Crédit Agricole (which includes Amundi) France 2,858 8 Goldman Sachs: United States 2,848 9 UBS: Switzerland 2,620 10 Capital Group: United States 2,600 11 Allianz (which includes PIMCO and Allianz Global Investors ...

  5. 6 Best Wealth Management Firms for 2024 - AOL

    www.aol.com/finance/6-best-wealth-management...

    On the personal wealth management front, they offer two options: planning and advice from either a dedicated advisor or an advisor-led team. Fees range from 0.50% to 1.50%. Investment minimums are ...

  6. CI Financial - Wikipedia

    en.wikipedia.org/wiki/CI_Financial

    CI Financial is a Canadian investment management company based in Toronto, Ontario. [2] It offers investment management and wealth management services targeted to high net worth retail investors, as well as brokerage and trading services to portfolio managers and institutional investors.

  7. How to choose a financial advisor: 6 tips for finding the ...

    www.aol.com/finance/choose-financial-advisor-6...

    Wealth managers: Wealth managers tend to target high-net-worth clients and offer a comprehensive array of services including estate planning, tax planning, investment management and more.

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