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  2. DundeeWealth - Wikipedia

    en.wikipedia.org/wiki/DundeeWealth

    DundeeWealth's investment management business was run by GCIC Ltd., whose Dynamic Funds division is perhaps the more commonly known business in DundeeWealth's investment management business. Dynamic Funds is a mutual fund company, competing with the likes of Fidelity, Invesco Trimark, AIC, CI Funds, and many others.

  3. Scotiabank - Wikipedia

    en.wikipedia.org/wiki/Scotiabank

    Scotiabank was founded in 1832 in Halifax, Nova Scotia, where it was headquartered until relocating to Toronto in 1900. [5] Scotiabank has billed itself as "Canada's most international bank" due to its acquisitions primarily in Latin America and the Caribbean, and also in Europe and parts of Asia.

  4. Canadian Securities Institute - Wikipedia

    en.wikipedia.org/wiki/Canadian_Securities_Institute

    The 11 specialist certificates offered by the Canadian Securities Institute are intended to provide specialized knowledge in a specific aspect of financial/investment management. [6] Some are stand-alone; some provide interim qualifications for pursuing a designation. They are: Retirement Strategy; Investment Dealer Compliance; Financial ...

  5. Jefferies Group - Wikipedia

    en.wikipedia.org/wiki/Jefferies_Group

    Jefferies Group LLC is an American multinational independent investment bank and financial services company that is headquartered in New York City.The firm provides clients with capital markets and financial advisory services, institutional brokerage, securities research, and asset management.

  6. Keefe, Bruyette & Woods - Wikipedia

    en.wikipedia.org/wiki/Keefe,_Bruyette_&_Woods

    For 2004 and 2005 the firm's investment bank was the No.1 ranked financial services M&A advisor and IPO manager globally, having advised on deals totalling $39 billion in 2005. The firm also ranked No.1 in five of their seven specialist research categories in a survey by Institutional Investor in December 2005. [23]

  7. Evercore - Wikipedia

    en.wikipedia.org/wiki/Evercore

    Evercore Partners was founded by Roger Altman in 1995, [6] on the basis that clients would be best served by an investment banking firm free of the conflicts of interest of large financial institutions like Goldman Sachs and Merrill Lynch [citation needed]

  8. Office of the Superintendent of Financial Institutions

    en.wikipedia.org/wiki/Office_of_the...

    The Office of the Superintendent of Financial Institutions (OSFI; French: Bureau du surintendant des institutions financières, BSIF) is an independent agency of the Government of Canada reporting to the Minister of Finance created "to contribute to public confidence in the Canadian financial system". [1]

  9. Equity crowdfunding - Wikipedia

    en.wikipedia.org/wiki/Equity_crowdfunding

    Equity crowdfunding is also referred to as crowdinvesting, investment crowdfunding, or crowd equity. Equity crowdfunding is a mechanism that enables broad groups of investors to fund startup companies and small businesses in return for equity. [ 1 ]