|
 |
 |
 |
HighView Financial Group has carefully selected
a specialized group of companies who provide us
with integral support in the servicing of our
Canadian wealth management clients. We refer to
these companies as our Strategic Affiliates.
 |
|
www.benefaction.ca |
| |
Benefaction is a leader in
helping high net worth Canadians
incorporate
strategic giving into their
wealth management plans. They
streamline the
grant process and provide
comprehensive support to help
Benefactors
and their advisors accomplish
philanthropic dreams in a
tax-smart manner. |
|
 |
|
www.cwt.ca |
| |
Canadian Western Trust ("CWT")
provides retirement, trustee and
custodial solutions to financial
advisors, corporations and
individuals across Canada. CWT has
been offering exceptional service
since 1987, and has become a highly
trusted name for a growing base of
clients by offering a conservative,
secure and stable environment to
conduct business. At CWT, Service
you can trust® is the philosophy we
live by. |
|
 |
|
www.concordwealthmanagement.com |
| |
Concord’s singular focus is to enable its clients to compete vigorously in the wealth management business with a comprehensive investment platform that is fully customized while being delivered at a reasonable cost. Concord supports investment professionals in trust companies, banks, broker/dealers, family offices, insurance companies, and independent advisory firms. |
|
 |
|
www.fortune.co.uk |
| |
Fortune is a London based alternative asset
management firm offering a comprehensive range
of funds
of hedge funds
and single
manager hedge
fund products,
as well as
customized
portfolio management
for a range of private wealth management
groups, family offices, insurance companies,
banks and both public and private pension
funds. |
|
|
|
| |
Pinnacle is an innovative and sophisticated provider of state of the art solutions to the wealth management industry. It is a division of Canaccord Financial Ltd. a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Developed as an extension and application of Canaccord’s substantial investment in its information technology and operating infrastructure, Pinnacle initially provided: execution, clearing, settlement, custody, and front and back-office services to introducing brokerage firms. Over time the offering has expanded through strategic relationships for wealth management solutions such as separately managed account administration and investment counselor services, as well as the development of leading edge integration to support automated execution for stock-based incentive plans. |
|
| |
Scotiatrust, a subsidiary of The Bank of Nova
Scotia, is proud to be one of Canada’s leading
providers of Personal Trust Services and
Personal and Institutional Custodial Services
through its Canada-wide branch network.
As an independent safeguarding custodian of
assets, Scotiatrust delivers centralized
services for transaction settlement,
entitlement collection and consolidated
recordkeeping and reporting. |
|
|
|
|
|