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The Planning Group is a Northfield, IL-based company in the Financial Services sector.
Based in San Diego and Chicago, Gurtin Fixed Income Management, LLC is an SEC registered investment advisor specializing in separately managed high grade tax-exempt and taxable fixed income portfolios for high and ultra-high net worth individuals and families, many of whom have been included in the Forbes 400 list of wealthiest individuals. We also work with many independent investment consulting firms and multi-family offices to build fixed income related financial solutions to meet their clients` unique needs. We do not define ourselves as either a "municipal" or "taxable" fixed income manager. Instead, we define ourselves as a fixed income manager that analyzes each client`s tax and liquidity situation individually and focuses on identifying the securities that offer the highest after-tax yield with the lowest risk and volatility. In order to ensure the gilt-edged nature of our portfolios, we employ an integrated Portfolio Management process that incorporates our deep Credit Research and premium institutional Trade Execution capabilities.
Freedom 55 Financial - Robert Swan is a Thunder Bay, ON-based company in the Financial Services sector.
We bring together a full spectrum of wealth, trust and banking services to give you the one trusted resource you need to simplify and strengthen your financial life. We Understand The WHY of Wealth We help wealth creators find a partner that helps them make the most of their wealth through our deep understanding of why it matters to them in the first place. Customization Is Our Standard Your financial needs are uniquely yours. That`s why we don`t “bundle” or “package” products. We listen, understand and build solutions appropriate for you. We Make the Complex Appear Simple Speed and agility aren`t words you typically associate with a financial services firm, but for us it`s just how we operate. That`s why clients with complex needs trust us to get it done for them.
Assante Capital Management Ltd. - Tina Tehranchian is a Richmond Hill, ON-based company in the Financial Services sector.