Imperial Lifestyle Management specializes in working with successful professionals and entrepreneurs helping them to plan and manage all aspects of their growing practices and businesses.
With their team of accountants, lawyers, financial and investment professionals, they provide the opportunity to review your financial situation at one time to ensure cohesive and actionable recommendations are made.
Imperial goes deeper in order to truly understand your families wants and needs your family has with our cash flow program - It’s how you will get the most of every aspect of life: personal, professional and family.
Millennial Financial Group (MFG) is an organization of young, dedicated financial advisors, whose primary goal is to provide its clients with the best possible financial plans to suit their individual needs. Millennial Financial Group was started when Ryan Tkatch and Samuel Waxman recognized that the insurance world was in need of a change. Through the use of technology and with a strong belief in education, MFG brings a fresh new take to the insurance and financial planning.
Imperial Capital has been helping to build better businesses since 1989. They are a Toronto-based private equity fund manager that focuses on investment opportunities in the US and Canadian mid-market across two industry verticals: healthcare and business & consumer services. Through the unique approach taken with each of their investments, they have helped entrepreneurs and management teams grow their businesses. Their team is composed of seasoned professionals who have an exclusive focus on their industry vertical, making them knowledgeable, value-added partners.
Ewing Morris & Co. Investment Partners Ltd. is a value driven boutique investment firm established in 2011. The firm manages two distinct strategies with a focus on North American small and mid-cap companies. The firm is employee-owned and partners are invested alongside clients, accounting for ~18% of the firm’s invested capital. The firm manages investments for individuals as well as charitable organizations, institutions and corporations.