United Planners Financial Services

United Planners is a national wealth management firm that provides financial planning, investment management, and insurance services. Established in 1987, United Planners is proud of its true independence and its "Adamantly Not For Sale" stance because it is 100% owned by its employees and financial professionals. United Planners provides back-office support to independent financial professionals, who then help investors manage their wealth to achieve their goals & objectives. United Planners is uniquely structured as a limited partnership that offers ownership opportunities and profit sharing to its employees and financial professionals. We embrace a culture, passion, and strategy that caters to the fiercely independent financial services community. United Planners is an open-architecture model that offers flexible, efficient, and scalable solutions to position its financial professionals to build and manage successful businesses. Learn more about United Planners at www.UnitedPlanners.com or 800-966-8737, Option 3. United Planners is a Registered Investment Advisor with the Securities & Exchange Commission (SEC) / Registered Broker-Dealer with the Financial Industry Regulatory Authority (FINRA) / SIPC Member.

Qudian(趣店集团)

依。

BDO Canada

Canada’s Top 100 Employers 2025 I 2024 I 2023 I 2022 BDO Canada LLP is a leading provider of professional services to clients across a variety of sectors and segments. For over 100 years, our team has served communities across Canada through a comprehensive range of assurance, tax, and consulting services, complemented by deep industry knowledge. With over 5000 people across 100 offices in Canada, and more than 1,800 offices in 164 countries, BDO is well-positioned to assist clients with both domestic and global needs. Our people-first approach to our talent experience has earned us multiple awards, including a spot among Canada’s Top 100 Employers for 2025.

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.

North Horizon Holdings Inc.

North Horizon is a Canadian Family Office with a global investment reach. We are value-oriented investors in public equities, fixed incomes, private equities, venture capitals and real estate.