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our experience

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Projects matched

“Financial services”

1 —

CPA PLI

CPA PLI a standalone organization that is part of the Chartered Accountants of Canada family. For 30 years CPA PLI has worked alongside the National and Regional/Territorial regulators to become the largest professional liability insurance provider exclusively for CPAs. Today they protect and defend more than 9,000 firms and retired professionals across Canada and Bermuda.

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OMAI RRSP 2023

The Advantages Retirement Plan is an award winning pension-like retirement offering designed just for Physicians that is offered by the Ontario Medical Association to its members. It uses a sophisticated digital platform that enables physicians to sign up, create an account and manage their contributions into uniquely designed “Target Data” fund managed by Blackrock.

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Altamira – Meritage

Altamira was a well-known mutual fund brand acquired by National Bank Financial in 2002. It had assets under management of approximately $3.6 billion in 2003

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Arrow Capital

Arrow Capital Management is an employee-owned company, founded in 1999 in Toronto. Arrow’s expertise in active portfolio management and manager selection is evident in its strong, diverse platform, which provides clients with access to a global selection of actively managed investment funds. In December of 2013, Arrow acquired BluMont Capital adding the Exemplar range of […]

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DealMaker

DealMaker is an integrated software platform that assists late-stage companies (pre-IPO) in raising capital through all phases of the process from marketing to legal, monitoring, analytics, to issuance and transfer. They promise clients that they can own and control their raise process to get the capital they need faster.

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Richardson GMP

Yield Branding re-positioned the firm to focus on advisor attraction and build the AUM to $25 billion.

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Altamira – RRSP Campaign

Altamira was a well-known mutual fund brand acquired by National Bank Financial in 2002. It had assets under management of approximately $3.6 billion in 2003

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Blair Franklin

Yield Branding re-branded Blair Franklin as a standalone asset manager and positioned it for a successful sale to Gluskin Sheff.

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Fengate

Fengate is a leading investment firm specializing in real assets, with a focus on infrastructure, private equity and real estate. Its track record has been built through numerous successful PPP results-driven partnerships, establishing the firm as one of the most active real asset investors in North America.

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Scotiabank

The Bank of Nova Scotia, operating as Scotiabank, is a Canadian multinational bank. It is the third largest bank in Canada by deposits and market capitalization.

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Alpha Trading

Alpha Trading Systems was an alternative trading platform based in Toronto that offered trading and data services until it was acquired by the Maple Group and folded into TMX in 2012.

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Guarantee Gold

Guarantee Gold is a personal insurance provider focused on the needs of high net worth customers in Canada and the US. Backed by the financial strength of The Guarantee of North America, Guarantee Gold is committed to delivering the highest degree of customer satisfaction while ensuring their customers are always in the know.

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PROLINK

PROLINK—Canada’s Insurance Connection is a national, independent, insurance and risk management firm delivering advice and insurance solutions for associations, businesses or individuals.

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Picton Mahoney

Picton Mahoney Asset Management was founded in 2004 to provide unique investment solutions to institutional, retail and high-net-worth investors in Canada and around the world. They are 100% employee-owned and now manage approximately $7.5 billion in sub-advisory, pension plan and hedge fund assets on behalf of their clients.

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CMRA

Capital Markets Regulatory Authority is the initiative by the governments of British Columbia, New Brunswick, Nova Scotia, Ontario, Prince Edward Island, Saskatchewan, Yukon and Canada will better protect investors, enhance Canada’s financial services sector, support efficient capital markets and strengthen the management of systemic risk.

16 —

Polar

Yield positioned, re-named and re-launched Polar Asset Management Partners with an impressive tool chest of marketing materials to raise the awareness and bolster the reputation of the firm as giants in the Canadian hedge fund industry.

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Equifax

Equifax is a global information solutions company that uses unique data, innovative analytics, technology and industry expertise to power organizations and individuals around the world. They transform knowledge into insights that help make more informed business and personal decisions.