Quantum Financial Solutions Competitors

Synergy Financial Partners (SFP) is an independent financial services company dedicated to changing the way Americans plan for the future. By offering innovative concepts and products for its customers as well as an entrepreneurial driven opportunity for its associates, SFP is the emerging leader in the financial services industry. We believe a company represents a “culture.” At Synergy Financial Partners our culture is based on the coming together of people around a common set of values, beliefs, and purpose. It’s more than products and services, or commissions and income. It is about sharing a common cause. It is about our customers and our associates achieving peace of mind. Our purpose is to inspire individuals, families, and businesses to seek the wellbeing and security that comes from being prepared and able to survive the financial challenges and emergencies, thereby offering them the peace of mind to live their life to its greatest potential. Our goal is to connect with people who believe what we believe, and then to work shoulder to shoulder with them in pursuit of a common goal; building a business that gives families the peace of mind that comes from knowing that you have a sound financial plan in place. If these values and ideals resonate strongly within you, then Synergy Financial Partners is for you!

Since 1982, Legacy Wealth Management’s approach to financial planning and portfolio management comes from experience and knowledge as an independent registered investment advisory firm. We customize the coordination of Financial Planning and Portfolio Management to achieve client-specific financial and life goals. “Because Financial Security Doesn't Just Happen” Firm Overview Independent, fee-only Financial Planning and Portfolio Management since 1982 Employee-owned firm compensated solely by client fees, not by commissions 700+ clients nationwide (across 34 states) $1 + billion under management 98% client retention ratio (past 5 years for clients over our minimum)

Established in 2003, Integral Wealth Securities Limited is a private, independent, IIROC-licensed investment dealer headquartered in Toronto with offices in Calgary, Vancouver, Ottawa, Nanaimo BC, and Sidney BC. Integral’s private client group is comprised of experienced advisors who provide sophisticated wealth management solutions to affluent individuals and families. The firm’s capital markets group, provides financing, strategic advisory, and market making services to emerging companies in six principal sectors: Energy transition, sustainability / circular economy, oil + gas, metals + mining, real estate and tech-enabled. Our capital markets group also works closely with institutional and ultra-high-net-worth investors who seek attractive risk adjusted returns through participation in these sectors via new issues or the secondary markets. By virtue of prohibiting internally managed financial products, Integral operates an ‘open-architecture’ organization that fosters objective advice, improved transparency and access to best-in-class products and solutions for clients.