Andrew Pink

Provides personal, commercial, retail and corporate banking, wealth management & insurance services

Provides brokerage services

Provides investment advisory, securities trading, financial planning and related services

Thornmark creates broadly diversified portfolios of wealth-creating securities with an emphasis on capital preservation. Within each of their investment solutions, the appropriate asset mix between equities, fixed-income and money market is determined together with Canadian and US diversity depending on a portfolio's mandate and risk tolerance. Their portfolio management discipline is embodied through a combination of top-down macroeconomic and market assessments and bottom-up security analysis.

LDIC employs bottom-up, value-oriented approach to investing in individual companies which considers global influences from varying sectors and geographical regions. Their main objective is to preserve capital and limit risk. The firm implements specific asset allocation policies for each client and ow portfolio turnover. Their research efforts include both fundamental analysis and technical research. LDIC sell a security if its fundamentals deteriorate or it has reached the firm?s internal target price.

Blackmont Capital provides services to individual and institutional investors. For individuals, the firm's products and services include: (1) equity and preferred share instruments from all major North American exchanges (2) Canadian and US fixed-income and money market instruments (3) open and closed-end mutual funds including disciplined leadership funds (4) investment pools and structured products (5) life, disability and critical illness insurance (6) segregated funds (7) term certain and life annuities (8) RESPs (9) RRIFs (10) public venture capital early-stage business financing (11) the IMA Platform, discretionary portfolio management service (12) the Liberty Platform, a fee-based account management service and (13) Blackmont Research. Blackmont Capital's fixed-income desk offers clients access to a full spectrum of fixed-income products including money market instruments and government, corporate and agency bonds. The firm's Integrated Managed Account (IMA) Platform is a proprietary system that is used to construct and administer investment portfolios across all product lines. Through this platform, client portfolios can integrate discretionary, third-party money management functions with more traditional, non-discretionary investment advisor activities. The open-architecture platform supports separately managed accounts, investment pools, mutual funds, ETFs, as well as individual money market, fixed-income and equity securities. Blackmont Capital provides a full range of private ventures financing options for companies and entrepreneurs at several stages of development. Blackmont Capital's Capital Markets division serves corporate and institutional investors throughout Canada. They provide research, institutional sales and equity trading and investment banking services.

Functions as a College/University