CIM

CIM works with leaders to maximize the power of their people to improve performance and capitalize on opportunity. Our clients are global financial services organizations, national and regional banks, insurers, reinsurers, agents/brokers, MGAs and program managers. They are companies that are constantly looking to grow and adapt by acquiring new skills and tools no matter how much they have achieved. Founded in 1986, our team combines has strong leadership and behavioral coaching expertise with deep executive, operating and insurance industry experience.

Dunhams Accountants & Financial Planning

Your business. Your finances. Your future. Here at Dunhams, we pride ourselves on offering a service which we regard as almost unique among accountants and financial planners. We are one of the very few practices which can take care of all of your business and personal financial requirements all under one roof. Our completely holistic approach looks at every single aspect of your finances. We do more than simply manage your business finances to ensure that everything runs as smoothly and as tax-efficiently as possible. We also look at the bigger picture and see how your business finances impact on your personal financial matters. We then go a step further by looking at the life stages which we all go through, and how our joined-up management of your total family finances can help you through these life changes. This means that as well as having the peace of mind of knowing that your professional and business matters are in safe hands, you will also know that your personal matters are being taken care of too – now, next year and in the decades ahead. This ensures that there is less stress and hassle for you now, and less for those that you leave behind. That's how far we look into your future.

Neural Alpha

Neural Alpha provide consultancy and build connected solutions for complex financial services requirements. These include investment screening, research, risk & portfolio management with a focus on Sustainable and ESG investment requirements.

Investor Economics | ISS Market Intelligence

Investor Economics is a research firm that specializes in the fact-based measurement and analysis of Canada's retail financial services and wealth management industry. We focus on competitive intelligence, analysis of key trends and market measurement to identify the most accurate information possible for our clients. Since 1992, Investor Economics has become a thought leader in financial services by constantly identifying trends and creating benchmarks for the industry to follow. With a staff of over 25 experts dedicated to timely and relevant research, we provide the highest possible value of service and support for our clients every day. Our team constantly challenges the norm and discerns new trends to better define fresh ways of looking at the marketplace. Together, their knowledge, passion and dedication come to life in the data they analyze and interpret. Investor Economics is part of Asset International's Strategic Insight division, which supplies data and research to the investment and global asset-management sector through offices in New York, Boston, Stamford, Conn., London, Hong Kong and Melbourne, Australia.

Western Capital Markets