Stewart & Kett Financial Advisors Inc.

For over 25 years, Stewart & Kett Financial Advisors Inc. has been providing integrated, objective, and customized advice to wealthy Canadian families with complex financial situations.

Tremblay Solutions Financières inc.

Founded in 2009 by Frederick Tremblay, our company was founded with the intent to make personal and business financial solutions easy. Throughout our many partners, we have access to all the best companies in the market for Mortgage brokering, Personal insurance (life, disability, critical illness, travel, health, etc) or Investment brokering.

BlueRock Wealth Management

Live life your way with the thoughtful, expert financial planning from BlueRock Wealth Management. Our team of knowledgeable associates offer a full suite of financial services for every step in your personal life and business’s journey. From corporate planning to retirement preparation, we concentrate on creating a practical, sound road map to help you reach your financial destination. We specialize in creating clarity, confidence, and focus and understand the true value of your wealth cannot be measured in monetary terms alone. Enrich the quality of your life and the people around you with our personal and business financial planning solutions backed by more than 30 years of experience in Collingwood, Ontario.

Yellow Point Equity Partners

Yellow Point Equity Partners is a private equity investment firm with significant operating and investment experience. It invests in outstanding management teams of later-stage growth companies based primarily in western Canada and aims to be the long-term partner of choice for Canada’s leading mid-market companies.

Genova Private Management Inc.

Genova Private Management is an independent personal financial management firm. We provide integrated planning, reporting, tax and portfolio management services to affluent Canadians and their families. We help clients secure their lifestyles and legacies through our common sense approach to investing and financial management.