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We’re shifting power back to investors by aligning our success metrics with yours. We provide an unprecedented level of service.CALL US NOW
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How do you get to where you want to go? We will set up a time for a conversation to learn about your needs, your objectives and priorities. If there is a mutual fit, we will follow up with an in depth discovery discussion to learn more about you and your financial needs.
- 18 King St. East
- Suite 303
- Toronto, ON
- M5C 1C4
- Toll Free: 1 (800) 988-5608
- Email: firstname.lastname@example.org
Transcend Private Client believes that financial planners, given proper tools and using the most advanced technology, can seize a competitive edge by offering services that were once only available through the largest wealth management firms serving high net worth investors.
Transcend enables planners to both manage their business and customize how they deliver added value. We offer planners an integrated managed accounts platform with access to institutional level investment managers and cutting edge technology.