Bristol Capital Management

We are a full-service financial planning firm. We provide customized financial planning to help our clients grow their capital and facilitate their short- and long-term financial objectives. Our wealth advisors work with a diverse range of retail clients and small businesses. Our value proposition rests on attentive client service, comprehensive risk management and the ability to identify unorthodox solutions to complicated situations. Our Clients We deliver the greatest value when we focus on complex situations that require our expertise. Our typical clients are professionals who are either retired or want to know they have the ability to retire one day, as well as business owners who are looking to simplify their finances. We work best with diligent savers who want to delegate all retirement and financial planning to an expert in order to focus on the things that matter most to them. Our Values Our culture is defined by core values that shape what we believe in and what we stand for. They guide, unite, and drive us to have an impact and do what’s right. These values set the tone for our client relationships and keep us accountable. We manage our relationships with integrity and personalized approach. Our Core Business Principles Include: Clients First: Our clients come first, and we work every day very hard to ensure our clients achieve their goals. Client-Advisor Relationship: We believe that the client-advisor connection is a two-way relationship. By adhering to all our business principles, we continuously build trust with our clients and enhance their financial wellbeing. Integrity and Transparency: Integrity, transparency, and work ethics are at the core of what we do every step of the way. We carefully select our team members and partners to manage our work culture and reputation. Teamwork: We take great pride in the quality of our work and achieve superior client results through teamwork, creativity, connectivity, and imagination.

Wealth Stewards Inc.

Wealth Stewards Inc. is a boutique wealth management firm with strong, diverse technical and relationship management expertise. Our primary aim is to help our affluent clients understand and successfully use their financial resources to accomplish their family, career, business and personal goals. In addition to working with our personal clients, Wealth Stewards Inc. assists accountants with integrating financial planning and wealth management into their practices. Wealth advisory services will lead to deeper relationships with your clients and increase their reliance on you as their trusted advisor. We have been honoured to place first in the PlanPlus Canada Financial Planning Awards in 2017 as well as 2018, the first company to ever receive the honour two years in a row. To follow our blog The Financial Steward, e-mail [email protected].

Signal Hill Equity Partners

Signal Hill Equity Partners is a Toronto-based private equity firm managed by experienced investors and business operators, focusing on Canadian mid-market companies. With over $500 million of committed capital raised, we build exceptional companies by investing and managing for the long term. We invest in companies that dominate a niche, and work with them to drive growth and operational improvements. Our team of professionals has completed over 100 transactions in their 50 years of collective experience investing, building and growing private companies. Our operational capabilities provide a valuable resource to business owners looking for a partner for growth. With five full-time engineers, the Signal Hill Operational Improvement Team can significantly reduce both the transition time and burden for owner-operators looking to retire and exit their businesses. We target traditional businesses across five key verticals: business & consumer services, specialty manufacturing, building products, food and consumer products, and resource services. Signal Hill takes its name from the renowned Canadian historical site which has served as an important communication link and place of innovation. For centuries, its strategic location overlooking the City of St. John's, Newfoundland made Signal Hill the central observation point between the mainland and the activities at sea. Its importance as a communication link continued into the 20th century, as the reception point of the first transatlantic wireless signal by Guglielmo Marconi in 1901. Signal Hill Equity Partners represents these same principles of communication, innovation and perseverance.

Focus Wealth Management

Focus Wealth Management is an independent, privately-owned firm based in Toronto. We specialize in building portfolios and wealth strategies that meet the unique needs of wealthy Canadian families, endowments, and foundations. Our Quiet Investing methodology is anchored on universal investment principles—focusing on strong absolute and risk-adjusted returns, rather than chasing benchmarks or market fads. We systematically seek value wherever it exists, constructing multi-asset portfolios that mute market noise and allow wealth to compound over time. Leveraging both private and public markets, our investment platform provides modern diversification—the kind the world’s most sophisticated investors have long relied upon. This courage to stand apart comes from our ethos and the client-aligned structure of our firm. Our people are united by an uncompromising commitment to truth, integrity, and doing right by our clients. When you receive recommendations from Focus, you can trust it’s in your best interest. Focus Wealth Management is a division of Focus Asset Management Ltd.

DFSIN Ottawa

Desjardins Financial Security Independent Network is a financial products and services distribution network that focuses on wealth management. Our office located in west-end Ottawa offers personalized assistance to help you meet your wealth management needs through life’s different stages. Whether you’ve got big plans on the horizon or are dealing with the unexpected, the independent advisors affiliated with our network are there to help you make the right decisions for your finances. You can rely on the strength and reliability of Desjardins, the leading cooperative financial group in Canada, while benefitting from the expertise of our multi-disciplinary team.