| Name | Title | Contact Details |
|---|---|---|
Daniel Eberhard |
Chief Executive 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.
Innovations PSI is a Novato, CA-based company in the Financial Services sector.
Partners Capital Group is one of the largest privately held independent finance companies in the U.S. that specializes in equipment financing and leasing.
Our roots are deeply tied to the people, commerce and values of the western Pennsylvania and northeastern Ohio regions. For 160 years, Dollar Bank has grown to become a large, full service, regional bank committed to providing the highest quality of banking services to individuals and businesses. Today, Dollar Bank operates more than 60 branch offices and loan centers throughout the Pittsburgh and Cleveland metropolitan areas.
FirstView is an innovative PayTech solution provider exceling at making the process of receiving and sending payments simple, seamless and instantaneous. Through its advanced technology platform and expert services, FirstView enables companies to create new revenue streams, reduce costs, increase security and improve efficiencies. FirstView empowers its customers to streamline payments and create marketplaces that support person‐to‐person, business‐to‐business and/or business‐to‐consumer transactions through API integration, debit cards, push to pay, alternative currencies and most financial processing networks.