| Name | Title | Contact Details |
|---|---|---|
Anne Nolen |
Chief People Officer | Profile |
Kristen Manning |
Chief People Officer | Profile |
Unlike the large investment institutions, we embody a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management. We do this by offering harmonized advice that intricately weaves defensive portfolio construction, income planning and projecting, tax minimization planning, estate preservation, and trust management, all with a continuous focus on the management of risk. Our advisors located in Harbourfront’s branches across Canada have been carefully selected based on high standards of excellence and integrity. They tailor client wealth plans with no incentive to use proprietary products or investment vehicles.
ICON Advisers Inc is one of the leading providers in Financial Services. It is based in Smithfield, RI. To find more information about ICON Advisers Inc, please visit www.iconadvisers.com
U.S. Retirement & Benefits Partners (USRBP) is one of the largest national independent specialists in public school, governmental, private and non-profit employee benefits plans and employer-sponsored retirement plans. USRBP thrives because of its successful partnerships with some of the nation`s best benefits & retirement firms. Our skilled Advisors and Benefits Brokers & Consultants offer outstanding solutions and services to more than 2 million clients across the country through a combination of technology and personal service.
Integro Advisers is a Miami, FL-based company in the Financial Services sector.
Magnolia Windows and Doors is a Baldwin, GA-based company in the Financial Services sector.