Financial Services Clients


AGF Financial

Founded in 1957, AGF Management Limited is a premier Canadian-based investment management firm serving institutions and individuals around the globe. Today, AGF is one of the largest independent Canadian investment management firms. We are in business to deliver predictable excellence in money management, a wide spectrum of products and outstanding client service. More about AGF.

Carlson-Guide-to-Implementing-Adaptive-InsightsIf you are considering Adaptive Insights, The Carlson Guide to Implementing Adaptive Insights is designed for you! This comprehensive guide covers the steps in preparing for a successful implementation as well as finance best practices to implement. Learn more about the Carlson Guide.