Investment Advisory Services available to Calgary & the Greater Calgary Area - Please click on the name of the business to enter their website.

CBWD - Calgary & Area Business Website Directory published by Texerta Canada




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Rice Financial, Calgary
Rice Financial, Calgary
Has served investors for 32 years as a distribution outlet for fixed income investments, mutual funds, life and disability insurance, retirement planning products/services and employee benefits. We are one of Canada's largest independent financial services companies.
Anacort Capital Inc, Calgary
Is a privately owned investment management corporation, incorporated in Alberta, in 1994. Anacort has built a solid portfolio of investments in the energy, real estate, mining and technology sectors. Anacort acts as a principal investor in both private as well as public companies and, in addition, acts as an investment manager for a small group of clients.
AMC Group, Calgary
In collaboration with clients and business partners, invests and participates in numerous industries and opportunities in Western Canada including: finance, real estate development, manufacturing, natural resources and high technology. AMC clients and business partners benefit from the security of well-established ventures and the excitement of participating in new business growth.
ARC Financial Group Ltd, Calgary
Is a Calgary based investment and production management company focused on the energy sector in Canada. The Company has a unique combination of expertise in equity investment, production management, investment research, corporate merger, acquisition and divestment transactions as well as broad operational experience within the energy sector.
BMO Nesbitt Burns, Calgary
Is one of North America's leading full-service investment firms; a recognized leader in the areas of personal finance, investment research, investment & corporate banking, institutional equity and capital markets.
Canaccord Capital, Calgary
Is Canada's largest independent investment firm, specializing in small-to-mid-capitalization companies and recognized as a leader in the resource, technology and special situation sectors. Canaccord Capital offers a full range of professional investment services including corporate finance, research, institutional equities, international trading and private client services.
Capital Estate Planning Corporation, Calgary
Is an independent investment and insurance brokerage firm. This means that we are not married to any particular bank, mutual fund company, insurance company, or any other type of financial institution. Our in-house advisors therefore have the freedom to survey the marketplace and select those financial products that best suit our clients' individual needs.
Citadel Group of Funds, Calgary
Is a group of publicly traded income funds, each with a different set of investment guidelines designed to provide unitholders with high monthly distributions in a tax efficient manner. Each fund consists of a portfolio of publicly traded income producing securities. Through diligent selection and active management, the Funds seek to maximize both cash available for distribution and net asset values over their lives.
Enerplus Global Energy Management, Calgary
Is an energy advisory and management company that provides a wide range of specialized energy-related investment services for investors. Created in 1985, EGEM has managed Enerplus Resources Fund since inception and has experienced excellent growth both in terms of reputation and assets under management.
EnerVest, Calgary
Is a Calgary based group of investment management companies specializing in creating tax effective investment vehicles. The management and personnel at EnerVest have extensive experience in various areas of the financial services, oil and gas, utilities and industrial sectors and are dedicated to providing the highest quality financial services and investor relations to their investors.
FirstEnergy Capital Corp, Calgary
Is the leading investment dealer in the Canadian energy sector and we're not standing still. Our expanded coverage goes beyond oil & gas to include energy transportation, electricity generation and alternative fuels, energy technologies and energy income trusts.
Humboldt Capital Corporation, Calgary
Humboldt is an investment company with its holdings concentrated in the junior oil and gas sector, principally in a number of small, well managed, rapidly growing energy companies. Humboldt also has diversified its holdings into larger, more established energy companies, to benefit from their improved liquidity and generally higher market multiples.
Lime Rock Partners, Calgary
Growth Capital for the Energy Industry. Lime Rock Partners is the premier private equity firm focusing on small cap opportunities in the energy industry. Lime Rock seeks to make $5 mm to $25 mm investments in rapidly growing energy companies worldwide.
Lomax Group Inc, Calgary
Is an independent Alberta-based Investment Banking Group, providing consulting and advisory services in mergers, acquisitions, divestitures, and financial and management restructuring to a broad spectrum of client corporations in oil and gas, oilfield and general services, manufacturing, information systems, food processing, entertainment and other businesses principally in Western Canada.
Mawer Investment Management, Calgary
We provide discretionary investment management for Canadian institutions and individuals. Our products and services include segregated and pooled fund management across all asset classes, including Canadian, U.S. and International equities, and fixed income. We also manage a family of ten no-load mutual funds.
Pengrowth Energy Trust, Calgary
Is one of the largest energy royalty trusts in North America. During the past 12 years Pengrowth has provided investors with superior cash-on-cash returns and growth in value. Through the purchase of trust units, Unitholders participate in the ownership of a large portfolio of crude oil and natural gas properties.
Peters & Co. Limited, Calgary
Is a full service investment dealer headquartered in Calgary, Alberta. The firm specializes in investments in the Canadian energy industry, and offers corporate finance and financial advisory services.
Ross Smith Energy Group, Calgary
Our goal is to provide timely, accurate, independent information necessary to complete thorough due diligence to support your investment decisions. This applies not only to basic underlying value, but also to a clear understanding of what could affect that value, both internal to the company and in the external environment as well.
Sayer Securities Limited, Calgary
Provides a range of corporate finance and research services for companies, governments and financial institutions across Canada and internationally. The majority of our clients are engaged in the oil and gas industry or are investors in the energy sector. We have conducted assignments for exploration and production firms, royalty income trusts and oilfield service companies.
SCF Partners Inc, Calgary
The focus of SCF is to deliver superior returns to our investors, to partner with management in building enduring and successful energy service companies, and to create a firm where people can enjoy challenging and rewarding careers and operate in an environment characterized by intellectual curiosity and integrity.
SpringBank TechVentures, Calgary
Is a private equity fund that focuses its investments primarily in early stage to pre-IPO financing of companies involved in the explosive growth sectors of Telecommunications and Internet infrastructure and related technology enablers.
Stirling Bond, Calgary
Is an Alberta partnership that offers a range of investment opportunities including: private placements in high growth businesses; a limited partnership to acquire U.S. Tax Lien Certificates providing investors with a high yield; government guaranteed cash flow in U.S. Funds; tax assisted investments in the film and television industry through the subscription of limited partnership units; Flow Through CEE Deduction Limited Partnerships.
T and F Commodity Trading Limited, Calgary
Provides advisory and money management services, and specializes in commodities trading.
The Investment Exchange Corp, Calgary
Has built an extensive network whereby people with an existing business, or with an idea or product that has the potential for a business, are computer-matched with investors and capital sources seeking just such opportunities.
Tonko Development Corporation, Calgary
Tonko provides real estate solutions for tenants and clients who seek a professional, innovative and reliable team to satisfy their real estate needs. Tonko is known for the care and expertise with which we manage our properties and for providing Canada's leading businesses with the right location, the right price and the right service.
TriWest Capital Partners Inc, Calgary
Is an operationally focused, private leveraged buyout firm that acquires significant ownership in mid-size companies in partnership with management. TriWest helps private business succeed through periods of corporate transition in ownership, management or business strategy.
Union Securities Ltd, Calgary
Is an independent investment dealer which was incorporated in 1963. The success of the company is based on our commitment to client service.
WAM Development Group, Calgary
Was established in 1987 to pursue real estate opportunities in Western Canada and the southern United States. Actively seeking these opportunities, we acquire commercial real estate assets where value can be added through the application of capital and intensive, experienced real estate management.

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