Monex BMO Securities

SRJ Chartered Accountants is a Toronto-based firm dedicated to providing world-class accounting services tailored to various industries, including healthcare, real estate, and small businesses. With a focus on personal and corporate tax returns, bookkeeping, and advisory services, they leverage technology to streamline accounting functions and enhance financial management for their clients. Known for their commitment to professional development, SRJ specializes in helping clients minimize tax liabilities and optimize financial strategies. Their team of Chartered Professional Accountants works exclusively with small business owners, ensuring that both business and personal finances are effectively managed and aligned with clients' goals. Generated from the website

The Investment Administration Solution Inc. (IAS) is a Toronto-based provider of third-party administration services, specializing in fund accounting and transfer agency solutions. The company also offers cloud-based system services for portfolio management and dealer back office operations for exempt market dealers (EMDs) and mutual fund dealers (MFDs). IAS features a fully automated online platform designed to serve all investors efficiently. The firm holds Third Party Certification for Canada, including SOC 1 Type 2 Audit, which has replaced the previous S5970 and SAS 70 standards. Generated from the website

First Trust is a Toronto-based company specializing in Exchange-Traded Funds (ETFs). Their range of ETF products covers various geographies and asset classes, offering investors a blend of active and passive management strategies. ETFs by First Trust provide a streamlined method for investors to trade a diversified portfolio of securities in a single transaction, enhancing trading efficiency throughout the day. The company emphasizes transparency and simplicity in their approach to investment products. First Trust distinguishes itself by offering a diverse selection of ETFs, including Target Outcome Buffer Funds, Actively Managed Funds, Income Funds, and Sector & Industry Funds. Their commitment to providing innovative investment solutions is evident in their AlphaDEX™ U.S. Sector Funds and the continuous enhancement of their ETF offerings. Generated from the website content