Clients
- AGF Management
- ARK e-Tail
- Alliance Bernstein
- American Express
- Assante
- Assiniboine Credit Union
- Atwood Diamond Financial
- Avestal Credit Union
- Banca Commerciale Italiana of Canada
- Bank of Montreal
- Bank of Nova Scotia
- Berkshire Investment Group
- Bieber Securities
- BPI Capital Corp.
- BT Bank of Canada
- UBS Bunting Warburg Inc.
- Canaccord Capital Corporation
- Canada Life
- Canadian Imperial Bank of Commerce
- CIBC Wood Gundy
- CIBC World Markets
- Citibank Canada
- Clarica
- Co-Operators
- Credit Union System
- Deacon Capital
- Deutsche Bank Canada Securities
- Deutsche Bank Securities Inc.,
- Dundee Wealth Management
- Dynamic Fund Management
- Edward Jones
- Family Savings Credit Union
- Fidelity
- Goldman Sachs Canada
- Haywood Securities
- HSBC Securities
- Institute of Canadian Bankers
- Investment Funds Institute of Canada
- Investors Group
- Investment Planning Counsel
- Leon Frazer & Associates
- MD Management Ltd.
- Mackenzie Financial
