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20 Firms
Country: Canada
Province: Ontario
City: Markham

List of the Top Markham Wealth and Asset Management Companies

  • Muia Consulting

    Muia Consulting

    Accounting Services

    Undisclosed
    Undisclosed
    2 - 9
    Vaughan, Canada
    Service Focus
    Financial Advising & Planning

    "They’re very flexible, always allowing us to control what we pay."

    • CEO, Chef Luciano Schipano LTD
  • CognitiveSeven Consulting Inc.

    CognitiveSeven Consulting Inc.

    Financial Modelling Is At Our Core.

    Undisclosed
    Undisclosed
    2 - 9
    Toronto, Canada
    Service Focus
    Financial Advising & Planning

    CognitiveSeven Consulting provides financial advisory services, specializing in the development and review of complex financial forecast models.  We have deep expertise in project and…

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  • Canaccord Genuity Group

    Canaccord Genuity Group

    Driven by Your Success.

    Undisclosed
    Undisclosed
    250 - 999
    Toronto, Canada
    Service Focus
    Financial Advising & Planning

    Through its principal subsidiaries, Canaccord Genuity Group Inc. (the Company) is a leading independent, full-service financial services firm, with operations in two principal segments of the…

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  • Envision Sports & Entertainment

    Envision Sports & Entertainment

    Insight inspired results

    Undisclosed
    Undisclosed
    2 - 9
    Toronto, Canada
    Service Focus
    Financial Advising & Planning

    Envision Sports & Entertainment works with elite athletes, broadcast personalities, leading brands, sports organizations, charities and government. We draw upon our network of relationships,…

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  • Gil Scott Sports Management

    Gil Scott Sports Management

    A LEGACY OF SUCCESS BUILT ON FAMILY VALUES

    Undisclosed
    Undisclosed
    2 - 9
    Whitchurch-Stouffville, Canada
    Service Focus
    Financial Advising & Planning

    Gil Scott Sports Management is one of the longest standing professional sports agencies in North America. Built on a foundation of integrity, hard work, and meaningful relationships, GSSM has…

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  • LaSalle Investment Management

    LaSalle Investment Management

    Leading the world of real estate investment.

    Undisclosed
    Undisclosed
    1,000 - 9,999
    Toronto, Canada
    Service Focus
    Financial Advising & Planning

    LaSalle is one of the world's leading investment managers. We build long-term and trusted relationships with our clients – wherever they are and wherever they invest. We are focused solely on one…

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  • Richter LLP

    Richter LLP

    Richter is a Business | Family Office.

    Undisclosed
    Undisclosed
    250 - 999
    Toronto, Canada
    Service Focus
    Financial Advising & Planning

    Richter is a Family Office | who provides strategic advice on business matters and the financial and personal goals of families across generations. With nearly 100 years of experience advising at the…

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  • Mohit Grover

    Mohit Grover

    Mohit Grover

    $1,000+
    $100 - $149 / hr
    10 - 49
    Mississauga, Canada
    Service Focus
    Financial Advising & Planning

    We are the leading Mortgage Agent and private mortgage lender in Canada, providing private mortgage assistance for home equity loans, 2nd mortgages, bad credit, and refinancing at affordable prices.…

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  • Hillsdale Investment Management Inc.

    Hillsdale Investment Management Inc.

    Best of Both Fundamental & Quantitative Investment

    Undisclosed
    Undisclosed
    10 - 49
    Toronto, Canada
    Service Focus
    Financial Advising & Planning

    Founded in 1996, Hillsdale Investment Management is an independent, employee-controlled, and client-aligned investment boutique managing over $4 billion on behalf of a select group of…

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  • INFOR Financial

    INFOR Financial

    Financial Risk Consulting in Canada.

    Undisclosed
    Undisclosed
    10 - 49
    Toronto, Canada
    Service Focus
    Financial Advising & Planning

    INFOR Financial is Canada’s leading independent advisory investment bank committed to offering sophisticated, insightful, forward-thinking financial advice. Ranked as Canada’s top independent M&A…

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  • METSCO Energy Solutions

    METSCO Energy Solutions

    Making It Possible.

    Undisclosed
    Undisclosed
    10 - 49
    Vaughan, Canada
    Service Focus
    Financial Advising & Planning

    We are power sector engineers and management consultants joined in our belief that utility, C&I and ESCO companies can be both technologically robust and affordable for their customers – today…

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  • Citisoft

    Citisoft

    Management consulting in UK.

    Undisclosed
    Undisclosed
    50 - 249
    Toronto, Canada
    Service Focus
    Financial Advising & Planning

    Citisoft partners with the world's leading asset management firms and service providers to create impactful and effective solutions to today's complex business problems. Our sole focus is assessing,…

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  • Altmaven Capital

    Altmaven Capital

    Direct Investment & Advisory Partner

    Undisclosed
    Undisclosed
    2 - 9
    Toronto, Canada
    Service Focus
    Financial Advising & Planning

    Altmaven Capital is a Toronto-based alternative asset management and advisory firm that offers companies access to growth capital through equity and venture debt. Our team specializes in delivering…

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  • TAO Administration

    TAO Administration

    Be More Efficient

    Undisclosed
    Undisclosed
    2 - 9
    Toronto, Canada
    Service Focus
    Financial Advising & Planning

    TAO Administration is the largest independent structured products administration firm in Canada with approximately $1 billion in assets under administration.TAO is focused on providing the highest…

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  • Ilios Selene

    Ilios Selene

    Modernity Collective

    Undisclosed
    $200 - $300 / hr
    2 - 9
    Toronto, Canada
    Service Focus
    Financial Advising & Planning

    "Professional Finance and Administration Firm"
    "Dedicated Solutions" 
    Business Management and IT
    IAASEA © patent 2023 
    Copyright ISMC Corp. 2023
     
    Ilios Selene: 
    Modernity…"

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  • Serre Financial

    Serre Financial

    Custom financial solutions

    Undisclosed
    Undisclosed
    2 - 9
    Mississauga, Canada
    Service Focus
    Financial Advising & Planning

    Dennis and Lisa Serre’s passion for tax strategy dates back decades to their first meeting in basic training at H&R block. Even then, these two recognized something others in this business missed…

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  • Greg LaBella

    Greg LaBella

    Origination business debt financing

    Undisclosed
    Undisclosed
    2 - 9
    Oakville, Canada
    Service Focus
    Financial Advising & Planning

    Business financing Advisor and Mortgage Agent.Business financing advisor services; Recapitalizing SME companies assisting with their growth or business cycle needs via cash flow improvements. Working…

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  • Adaley Appraisal & Consulting Inc.

    Adaley Appraisal & Consulting Inc.

    Fast. Accurate. Reliable.

    Undisclosed
    Undisclosed
    2 - 9
    Oakville, Canada
    Service Focus
    Financial Advising & Planning

    Adaley Appraisal & Consulting Inc. provides residential valuation and consulting solutions to the financial, legal & accounting industries throughout the Greater Toronto and Hamilton Areas.…

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  • DCP Accounting

    DCP Accounting

    The Power of Good Accounting

    Undisclosed
    $25 - $49 / hr
    2 - 9
    Burlington, Canada
    Service Focus
    Financial Advising & Planning

    DCP Accounting specializes in a variety of accounting services with outstanding support. We understand how busy you are, and with our expertise we can take care of your accounting needs quickly and…

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  • The Accounting Place

    The Accounting Place

    Small Business Everyday

    Undisclosed
    Undisclosed
    2 - 9
    Hamilton, Canada
    Service Focus
    Financial Advising & Planning

    WHAT WE DO: Since 1998, we’ve helped individuals and small to medium-sized businesses cut through all the information and deal with what matters most, because it’s not what you earn that matters… it’…

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