IGM Financial
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately CAD 236.4 billion in assets. The company operates primarily through its subsidiaries, IG Wealth Management and Mackenzie Investments, offering a wide range of financial services. These include financial planning for investment, retirement, and estate management, as well as a variety of investment products such as mutual funds and segregated funds. IGM Financial also provides banking products, including loans, lines of credit, and credit cards, alongside insurance solutions covering health, disability, and life. The firm distributes its services through a network of consultants and various retail and institutional channels. Founded in 1894 and headquartered in Winnipeg, IGM Financial is a subsidiary of Power Financial Corporation, which holds a significant equity stake in the company.
Nesto Inc. is a Montreal-based mortgage broker established in 2017. The company specializes in providing financial and mortgage advice, focusing on various aspects of property-related lending, such as help to buy, buy-to-let, and affordable housing schemes. Nesto aims to create a positive and transparent property financing experience by leveraging advanced technology to screen the entire market for the most affordable mortgage options. Its platform utilizes artificial intelligence to identify relevant mortgage products quickly. Additionally, Nesto's commission-free experts offer unbiased support throughout the financing process, helping clients make informed decisions regarding their property investments.
Conquest Planning is a FinTech company that is developing an innovative solution for the financial services industry.
Personal Capital Corporation is a digital wealth management company that offers financial advisory services and software designed to help individuals manage their finances effectively. Founded in 2009 and based in Redwood Shores, California, the company provides a suite of tools that allows users to monitor their income, spending, and investment performance in one place. With over 2.5 million customers, Personal Capital combines advanced software capabilities with personalized guidance from registered investment advisors, helping clients analyze cash flow, assess risks, and develop customized financial strategies. The company aims to transform financial management through technology, enabling individuals to gain a comprehensive understanding of their financial situations.
Quovo Inc. is a New York-based company that develops a data platform focused on providing financial analytics and data management solutions for small- and mid-sized investors. The platform connects to millions of consumer financial accounts across over 14,000 institutions, allowing businesses to retrieve, organize, and analyze essential financial data. Quovo's offerings include tools for portfolio data normalization and reconciliation, as well as features that streamline client onboarding and facilitate ACH payments. Its services cater to a diverse clientele, including endowments, family offices, financial advisors, and individuals, enhancing their ability to manage investments and personalize financial services. Founded in 2009, Quovo operates as a subsidiary of Plaid Inc.
Personal Capital Corporation is a digital wealth management company that offers financial advisory services and software designed to help individuals manage their finances effectively. Founded in 2009 and based in Redwood Shores, California, the company provides a suite of tools that allows users to monitor their income, spending, and investment performance in one place. With over 2.5 million customers, Personal Capital combines advanced software capabilities with personalized guidance from registered investment advisors, helping clients analyze cash flow, assess risks, and develop customized financial strategies. The company aims to transform financial management through technology, enabling individuals to gain a comprehensive understanding of their financial situations.
Personal Capital Corporation is a digital wealth management company that offers financial advisory services and software designed to help individuals manage their finances effectively. Founded in 2009 and based in Redwood Shores, California, the company provides a suite of tools that allows users to monitor their income, spending, and investment performance in one place. With over 2.5 million customers, Personal Capital combines advanced software capabilities with personalized guidance from registered investment advisors, helping clients analyze cash flow, assess risks, and develop customized financial strategies. The company aims to transform financial management through technology, enabling individuals to gain a comprehensive understanding of their financial situations.
Personal Capital Corporation is a digital wealth management company that offers financial advisory services and software designed to help individuals manage their finances effectively. Founded in 2009 and based in Redwood Shores, California, the company provides a suite of tools that allows users to monitor their income, spending, and investment performance in one place. With over 2.5 million customers, Personal Capital combines advanced software capabilities with personalized guidance from registered investment advisors, helping clients analyze cash flow, assess risks, and develop customized financial strategies. The company aims to transform financial management through technology, enabling individuals to gain a comprehensive understanding of their financial situations.
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