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Complete Brokerage Services Inc.
# 3000 - 8171 Ackroyd Road
Richmond, BC V6X 3K1
Phone (604) 270-2802
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Chris DiSalle, Gideon Leoganda, Tony Bosch |
Led by three dynamic, highly qualified men - no space here for the initials after their names - with more than 50 years of combined experience in Insurance Industry management, Complete Brokerage Services Inc. is the Managing General Agency through which I place my Life Insurance, Critical Illness Insurance, Disability Insurance, Segregated Funds, and Annuity business.
CBS Inc. supports me and my staff in products training and updating, customer service, and professional practice development.
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Hub Capital Inc. |
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Christa Hewitt, Marketing Director of Wealth Managementand John Lutrin, Executive Vice President |
Fidelity Investments Canada
Fidelity Investments Canada is part of the Fidelity Investments organization of Boston, one of the worlds largest providers of financial services. Fidelity has been managing mutual funds since 1946. Worldwide, Fidelity serves over 20 million investors, offers more than 400 mutual funds, and has a total managed assets of more than US $ 1.2 trillion (as of March 31, 2009).
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Richard is pictured above with Peter Drake, VP for Retirement and Economic Research, who came to Vancouver to give one of the regular updates on the markets. |
Established in Canada in 1987, Fidelity Investments Canada is committed to distinguishing itself as the premier provider of investment services for Canadians. Fidelity manages over $ 40 billion in Canada.
Fidelity employs more than 600 fulltime employees in offices across the country. Headquartered in Toronto, it has regional offices in Montreal, Calgary and Vancouver.
Founded in 1957, AGF is independent and Canadian investment company with offices not only across Canada but also in London, Dublin, Singapore and Beijing. Many AGF Funds have been recognized by the industry for their award-winning performance, in addition to being named Best Overall Fund Family in 2009 (Canadian Lipper Awards) and Advisors Choice Investment Fund Company of the Year 2008.
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Richard is with AGF Chief Investment Officer Martin Hubbes, MBA, CFA and Senior Vice President and Portfolio Manager Stephen Way at a recent breakfast meeting in White Rock. |
Hub Capital Inc. is my Mutual Funds Dealer. As such, they make sure that the advice I give my clients is suitable and that every transaction is compliant to securities regulations. They provide back office support for investments, on-going training, and adherence to the Code of Ethics.
With offices in key cities across Canada, Hub Capital Inc. is a subsidiary of Hub International Inc.
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Mutual funds offered through Hub Capital Inc. |
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