Clients

• AGF Management
• ARK e-Tail
• 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
• 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
• Manulife Financial
• Merrill Lynch Canada
• Moneywatch Consultants
• Montreal Trust
• Morgan Stanley (Canada)
• Morgan Stanley (USA)
• National Bank
• National Bank Financial
• Nesbitt Burns
• New York Institute of Finance
• Niagara Credit Union
• Nomura Investments
• Primerica Financial Services
• RBC Dominion Securities
• Richmond Savings Credit Union
• Ross Dixon Financial
• Royal Bank Group
• Royal Trust
• Saloman Smith Barney Canada
• Scotia McLeod
• Standard Life
• State Farm Insurance
• Surrey Metro Savings
• TD Canada Trust
• TD Evergreen
• TransAmerica Life
• AIM Trimark Investment Management
• Toronto Stock Exchange
• Yorkton Securities
• Van City Credit Union