Heritage Trust Co

Viking Capital Corp, located in Toronto, ON, is dedicated to helping clients and their families achieve their financial goals through a long-term investment strategy. The firm emphasizes generating superior investment returns while controlling portfolio risk, focusing on consistency and a disciplined approach to investing. With over 40 years of experience, Viking Capital believes that a shared understanding of investment strategies between portfolio managers and clients is essential for success. They prioritize a determined long-term approach, resisting the temptation to react to short-term market fluctuations or trends. Generated from the website

CMB - Private Mortgage Lender in Toronto, ON, specializes in providing professionally tailored mortgage solutions designed to meet individual client needs. Their team of mortgage experts navigates the complexities of the mortgage approval process, ensuring clients understand all aspects, including fine print and various lending options. Generated from the website

Park Private Wealth, located in Toronto, ON, specializes in creating and managing investment portfolios tailored to the specific return objectives and risk tolerances of individual and institutional clients. With over $200 million in assets under management, the firm emphasizes a personalized approach to investment, focusing on equities, fixed income, and alternative strategies to achieve optimal wealth growth. Committed to delivering superior long-term returns, Park Private Wealth employs deep research and active management strategies to ensure steady performance even in challenging market conditions. The company serves a diverse clientele, including individuals, families, corporations, and non-profit organizations, highlighting its dedication to providing expert guidance and peace of mind in wealth management. Generated from the website