- Cardinal Capital Management, Inc.
 - Employee-owned, registered investment counselling firm providing conservative investment management services to both individuals and institutions, including pension funds and foundations. - Centerfire Capital Management
- Develops strategic relationships with niche market investment specialists who specialize in low risk securities.
- CIBC Wood Gundy
- Clients can access accounts, research investment information, and more.
- HFI Financial Group
- Canadian financial services organization specializing in advanced tax sheltering, wealth accumulation planning, business succession, and retirement planning. HFI programs are most effective for business owners or those in high tax brackets.
- Manitou Capital Corp. (2)
- RBC Capital Markets
- Provides investment banking, global trading, and private client services.
- RBC Investments
- Helping clients achieve financial goals by addressing their total financial picture with trained advisors and service offices across Canada and abroad.
- Seamark Asset Management Ltd.
- Investment counselling firm for pension, endowment, insurance, and private wealth clients.
- Toron Capital Markets, Inc.
- Financial risk management firm that designs and manages customized hedging solutions for institutional clients with currency and interest rate exposures.
- Yield Management Group (YMG)
- Investment counsel firm offering a range of traditional and quantitative products for institutional and retail clients.
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