Banks & ATMs à Toronto, ON- page 18

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Autres résultats dans la catégorie 'Banks & ATMs' à Toronto

Strathbridge Asset Management Inc

Fermé maintenant

121 King Street West, Suite 2600, Toronto, M5H 3T9

(416) 681-3966

Strathbridge Asset Management is a leading provider of yield-oriented investment funds that utilize option-based investment strategies to enhance yield and improve an investor's risk/return profile. The high level of experience and knowledge of our people allow us to provide investment products that meet the long term investment goals of our clients. Our focus is on providing superior products that utilize our proprietary investment process while providing excellent ongoing customer service. The firm's proprietary investment strategy, Strathbridge Selective Overwriting ("SSO"), has been developed and refined over many years by our team of senior portfolio managers that have been working together for over a decade. It includes a top-down macroeconomic analysis combined with quantitative algorithms and technical indicators to select stocks and identify call writing or protective put opportunities for the portfolios. The process continuously incorporates lessons learned from various market cycles and investment strategies.

IMM Financial

Fermé maintenant

250 Yonge St #2201, Toronto, M5G 1B1

(416) 628-4930

Financial Service, Financial Institution

OPTrust

Fermé maintenant

1 Adelaide St E, Suite 2900, Toronto, M5C 3A7

(416) 681-6100

Financial Service, Financial Institution

Susan Mallin, CFP, CIM, Financial Planner

Fermé maintenant

36 Toronto Street, Suite 850, Toronto, M5C 2C5

(416) 485-0303

Susan has been in the investment management business for 21 years and in financial planning for 14. She knows that combining the two professional disciplines is paramount to achieving clients’ financial goals efficiently and sensibly, allowing for peace of mind.Financial Planning is the gateway to achieving your desired financial milestones. It helps you recognize what you need to do in order to make what you want happen. In the unpredictable circumstances of life, Susan knows that a financial plan needs to be fluid; a dynamic design that keeps pace with the constant changes of life. Financial planning is not a one-time “road map” to a better financial situation, but rather a continuous advisory profession based on an ongoing relationship with the client. The idea is to have a financial planner to consult with over time regarding financial influences, whether great or small, that affect your needs or results.Susan works with an exceptionally professional, experienced, and disciplined