Wealth Management Firms

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Banks

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Broker Dealers

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Online/Direct Investing

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Asset Managers

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Financial Planners

Leader in Canada with 45% market share*
and 3 of the 6 largest banks

CIBC
Desjardins
Industrial Alliance
Laurentian Bank
National Bank
NBCN
Raymond James
RGMP
TD

*2015 estimate based on client assets

Case Study

CIBC Wood Gundy

CIBC Wood Gundy chooses Croesus Portfolio Management and Integrated CRM System.

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