CLIENTS

Small enough to… but large enough to… you’ve heard the cliches before. We work with some of the largest Financial Institutes in North America, with a track record of providing tailored solutions. Scroll down for more information.

All Canadian tier one banks (6/6)
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Companies that represent
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of the AUM of all banks registered with the Office of the Superintendent of Financial Institutions of Canada (OSFI)
Produce Documentation for 13 of the 25 Best Performing funds In Canada
For one of our U.S. clients, we generate a lot of fund profiles each year!
Fund Icon = 1000 = 1,000
25, 336 To Be Exact
We produce documentation in 4 Languages
English French Spanish Chinese
(Can Produce them in virtually
Any that run left-to-right)
Our Clients Won 39 Of the 2013 lipper fund awards