Advisory Services

 

We're a leading financial management company. Since 1982, our principals have helped corporations, institutions and individuals reach their financial objectives. Clients have come to rely on the breadth of our expertise, our commitment to client service and our innovative approach to problem-solving.

To meet the increasingly complex needs of our clients and the demands of a rapidly changing marketplace, we have refocused our business, expanded our e-commerce capabilities and extended our geographic reach. As part of a new strategic plan, we have begun to look at our businesses in three core areas:
  1. Capital Markets
  2. Wealth Management
  3. Estate Planning
416-410-0332
Toll Free: 1-877-223-3937



Solutions

At Marshall Capital we focus our energies on developing and delivering solutions to meet the needs of our clients. An excellent example is our current focus on IPPs. (learn more)


   
 
With the tremendous growth of Group RRSP and DC retirement vehicles, many employees are forced to become their own individual investment managers and often look to their employer for help. This is where we come in.

We provide education and advice through seminars, product and financial planning literature, and meetings...More
Marshall Capital's Corporate Retirement Plans specialize in providing complete retirement plan services to meet your corporate needs. Our goal is to provide clients with investment education and flexibility of products to custom design the best retirement plan available. To ensure that the education and advice we provide is truly unbiased, we have structured our firm in a way that gives us only one incentive - to do the best thing for the client.

We encourage you to navigate through our website or contact us directly to learn more about our retirement plan products and how they can help your company.


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