Business Directory

Mutual Fund Companies - National

Canaccord Wealth Management - Len Colman, CFP, CLU
Using a holistic wealth management approach to financial planning to balance debt, insurance and investment portfolios.
        Suite 305, 1688 - 152nd Street, White Rock, BC, V4A 4N2
        Tel:  (604) 538-7951    Fax:  (604) 538-9120
       

Dundee Private Investors - Miguel Agostinelli
Financial Advisor
        633 Colborne Street, Suite # 100, London, ON, N6B 2V3
        Tel:  (519) 438-2171
       

Investment Planning Counsel
At IPC, our team of professionals will create a simple, realistic wealth management strategy to help you live your dream
        2680 Skymark Ave, Suite 700, Mississauga, ON, L4W 5L6
        Tel:  (905) 212-9799    Fax:  (905) 212-9798
        Toll-free:  1-877-212-9799
       

Investors Group Financial Services Inc. - Byron J. Boone BA (Econ), MBA, CFP
The Plan by Investors Group, Customized comprehensive financial planning Advanced strategies for you and your business
        Vancouver, BC
        Tel:  (604) 431-0117
       

Manulife Securities Ltd. - Sean Keleher
Stocks, Bonds, Mutual Funds, Tax Shelters, Insurance, Wealth Management, Retirement and Estate Planning
        4101 Yonge St., Suite 700, Toronto, ON, M2P 1N6
        Tel:  (416) 218-8707    Fax:  (416) 250-2070
        Toll-free:  1-800-218-8707
       

NexGen Financial Limited Partnership
Financial Services Firm (Mutual Fund Producer)
        36 Toronto Street, Suite 1070, Toronto, ON, M5C 2C5
        Tel:  (416) 775-3700    Fax:  (416) 775-3737
        Toll-free:  1-866-378-7119
       

Sun Life Financial - Patrick Christen
Providing insurance and investment solutions for individuals, groups and business.
        1001 Dorchester Square, Suite 600, Montréal, QC, J3B 1N1
        Tel:  (514) 573-7997    Fax:  (514) 731-9782
       

Sun Life Financial - Yan Yu
Financial services included investment, insurance advice, retirement planning, estate planning, group benefit plan, etc.
        1900-4720 Kingsway, Burnaby, BC, V5H 4N2
        Tel:  (604) 456-8508    Fax:  (604) 451-8601
       

VentureLink Funds
VL Funds provide Diversity; Strong Management & Tax Credits
        801-1 Richmond Street West, Toronto, ON, M5H 3W4
        Tel:  (416) 681-6676    Fax:  (416) 681-6661
        Toll-free:  1-800-253-1043
       

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Revised: November 25, 2011