| Name | Title | Contact Details |
|---|---|---|
Rob Jakacki |
Chief Executive Officer | Profile |
BlueShore Financial is a full-service financial institution offering a wide range of banking, borrowing, wealth management, insurance and business solutions. Serving clients from our Financial Spa™ branches located in Vancouver and Burnaby, across the North Shore, Whistler and the Sea-to-Sky region, we administer nearly $3 billion in assets and have been consistently ranked among the top 20 financial planning firms in Metro Vancouver. In addition to convenient everyday banking and borrowing services, our expert financial advice and integrated team approach to lifespring® financial planning consider each client`s specific goals, incorporating the expertise of investment, insurance, business and commercial banking specialists. We`ve been named among the “50 Best Small and Medium Employers in Canada” and "The Green 30" by Aon Hewitt, and “Canada`s 10 Most Admired Corporate Cultures™” by Waterstone Human Capital. We innovate to exceed client expectations, delivering an exceptional banking experience, unique in the industry. You don`t compromise when it comes to creating a lifestyle that fulfills your dreams. Don`t compromise on your banking services.
Siepe is an innovative provider of financial data management and IT solutions dedicated to helping asset managers navigate the challenges of today`s investing landscape. With over 90 years of combined industry experience, our team has developed an intuitive, managed platform integrating institutional best-practices across technology, services, and operational processes. Our mission is to deliver a single source of truth from which strategic, actionable insights can be harnessed to drive competitive advantage and business growth.
Lokken Investment Group, LLC is an independent, wealth management firm in Lewes, Delaware, dedicated to ensuring that our clients enjoy retirement at the beach with peace of mind and financial confidence. Lokken Investment Group, LLC is a Registered Investment Advisor registered with the State of Delaware and the State of Maryland. Led by seasoned investment advisor Jonathan Lokken, CIMA®, Lokken Investment Group, LLC is 100 percent locally owned, with our clients serving as our main constituents. That means our focus is on your financial security, your specific goals and your best interest as we develop an investment strategy and a portfolio that consider your every need.
US Equity Advantage is a Orlando, FL-based company in the Financial Services sector.
Capital Bankcard is a Boston, MA-based company in the Financial Services sector.