CMA Directory Export - CMA Membership Directory

AMEX BANK OF CANADA
2225 Sheppard Avenue East
Toronto, ON M2J 5C2
Phone:
Website:
www.americanexpress.ca
AVIVA CANADA INC.
Aviva Canada is one of the leading property and casualty insurance groups in Canada providing home, auto and
business insurance to more than three million customers. The company is a wholly owned subsidiary of UKbased Aviva plc and has more than 3,000 employees, 25 locations and 1,700 independent broker partners.
Aviva Canada invests in positive change through the Aviva Community Fund, Canada’s longest-running online
community funding competition. Since its inception in 2009, the Aviva Community Fund has awarded $5.5
million to over 100 communities nationwide.
2206 Eglinton Avenue East
Toronto, ON M1L 4S8
Phone:
416.288.1800
Website:
www.avivacanada.com
B2B BANK
B2B Bank is a leading provider of banking products to financial advisors and brokers across Canada. Through the professional
advisor and broker channels, it offers a broad range of products and services to consumers, including investment and RSP loans,
mortgages, GICs, banking services, and investment accounts through B2B Bank Dealer Services. B2B Bank has been proudly
dedicated to serving the needs of its clients for more than a decade, and it continues to provide innovative products and solutions
that help advisors and brokers build rewarding relationship with their clients.
199 Bay Street, Suite 600 PO Box 279 STN Commerce Court
Toronto, ON M5L 0A2
Phone:
416.865.5755
Website:
b2bbank.com
BELAIRDIRECT
belairdirect...focus on what really matters belairdirect has been providing Canadians who want to deal with their insurance company
directly with complete car and home insurance solutions for the last 50 years. First, the company spoke with customers by phone.
Next, they joined them on the web – offering online insurance quotes, policies and policy changes and claims tracking. Today,
belairdirect chats with customers online. belairdirect’s goal is to let customers focus on what matters by providing them with
comprehensive products and first-class service.
7101 Jean-Talon Street East Suite 300
Anjou, QC H1M 3T6
Phone:
514.270.1700
Website:
www.belairdirect.com
BMO BANK OF MONTREAL
Established in 1817 as Bank of Montreal, BMO Financial Group (TSX, NYSE: BMO) is a highly diversified
financial services organization. BMO provides a broad range of retail banking, wealth management and
investment banking products and solutions. We serve Canadian clients through BMO Bank of Montreal®, our
personal and commercial banking business, BMO Nesbitt Burns®*, one of Canada’s leading wealth
management firms, and BMO Capital MarketsTM, our North American investment and corporate banking
division. In the United States, clients are served through BMO Harris Bank and Harris Private Bank, with wealth
management offices across the U.S. as well as BMO Capital MarketsTM.
55 Bloor Street West 17th Floor
Toronto, ON M4W 3N5
Phone:
416.927.3869
Website:
www.bmo.com
CANADIAN TIRE FINANCIAL SERVICES
Financial Services Division for Canadian Tire Corporation. Primary products are credit card and optional insurances.
3475 Superior Court
Oakville, ON L6L 0C6
Phone:
Website:
www.ctfs.com
THE CANADA LIFE ASSURANCE COMPANY - CANADA LIFE DIRECT
Canada Life is a subsidiary of The Great-West Life Assurance Company. Great-West Life, together with its
subsidiaries, Canada Life and London Life, serves the financial security needs of more than 12 million people
across Canada and have more than $163 billion in assets under administration. Canada Life Direct, the affinity
markets division, offers life, accident and health insurance to customers of retail organizations and financial
institutions and members of alumni and professional organizations through all direct response channels.
330 University Avenue
Toronto, ON M5G 1R8
Phone:
416.597.6981
Website:
www.canadalife.com
CAA SOUTH CENTRAL ONTARIO
CAA South Central Ontario has a long-standing history as an innovative leader committed to exceeding the
needs of our Members. CAA is always there for Canadians – with Travel Savings and Roadside Assistance,
Insurance and Everyday Rewards. For over 100 years, Members have known that when their card comes out,
the day is about to get better. Making bad days good. And good days better.®
60 Commerce Valley Drive East
Thornhill, ON L3T 7P9
Phone:
905.771.3000
Website:
www.caasco.com
CHASE CARD SERVICES
In 2005, Chase Card Services, a division of JPMorgan Chase Bank, N.A., entered the Canadian market with the acquisition of the
Sears Canada portfolio. Since then, Chase has introduced the Marriott Rewards® Premier Visa® Card the Amazon.ca Rewards
Visa Card as well as a new partnership with Best Buy and Future Shop in Canada, offering both Private Label cards and the
Reward Zone Visa ® Card.
100 Consilium Place Suite 1700
Toronto, ON M1H 3E3
Phone:
Website:
www.chasecanada.ca
CIBC - CANADIAN IMPERIAL BANK OF COMMERCE
CIBC is a leading Canadian-based global financial institution with a market capitalization of
$30.1 billion and a Tier 1 capital ratio of 14.7%. Through our three major businesses – Retail
and Business Banking, Wealth Management and Wholesale Banking – we provide a full
range of financial products and services to 11 million individual, small business, commercial,
corporate and institutional clients in Canada and around the world.
Commerce Court East 3rd Floor 21 Melinda Street
Toronto, ON M5L 1A2
Phone:
416.980.2211
Website:
www.cibc.com
FORESTERS FINANCIAL
Foresters Financial™ is an international financial services provider with a unique history that began in 1874
when we set out to provide access to life insurance for average working families. More than 140 years later, we
provide life insurance, investment, savings and retirement solutions that help families achieve their financial
goals, protect their family and improve the place they live. Foresters Financial shares its financial strength with
more than three million clients and members in Canada, the United States and the United Kingdom. Foresters
Financial and Foresters are trade names and trademarks of The Independent Order of Foresters (a fraternal
benefit society) and its subsidiaries.
789 Don Mills Road
Toronto, ON M3C 1T9
Phone:
416.429.3000
Website:
www.foresters.com
HSBC CANADA
The HSBC Group, headquartered in London, is one of the world's largest banking and financial services
organizations. Its 7,500 offices serve a diverse range of clients in 87 countries and territories. HSBC Bank
Canada and its subsidiaries leverage this international presence while providing a full range of Canadian
financial products and services to businesses, institutions and individuals.
4th Floor, 2910 Virtual Way
Vancouver, BC V5M 0B2
Phone:
604.641.3072
Website:
www.hsbc.ca
INTACT FINANCIAL CORPORATION
We are Canada`s largest provider of home, auto and business insurance with #1 positions in British Columbia,
Alberta, Ontario, Quebec and Nova Scotia. More Canadians reply on us to protect their homes, their cars and
their businesses than any other insurance company. Our 10,000 employees offer our insurance products and
solutions to approximately five million Canadians and businesses across the country. We have a long and proud
Canadian history. We trace our roots back more than 200 years with the establishment of the Halifax Fire
Insurance Association, which later became known as the Halifax Insurance Company.
700 University Avenue
Toronto, ON M5G 0A1
Phone:
416.341.1464
Website:
www.intactfc.com
INTACT INSURANCE COMPANY
Intact Insurance...insurance is about people Intact Insurance is Canada’s largest home, auto and business insurance company. Its
coast-to-coast presence, supported by a network of 2,300 insurance brokerages with more than 4,500 points of sale mean that
Intact Insurance can provide the outstanding service, comfort and continuity Canadians deserve. At Intact Insurance it’s not about
things, it’s about people. It’s about getting customers back on track as quickly as possible after an accident or unexpected event
occurs.
2450 Girouard Street West
Saint-Hyacinthe, QC J2S 3B3
Phone:
450.773.9701
Website:
www.intactfc.com
INTACT INSURANCE COMPANY
Intact Insurance...insurance is about people Intact Insurance is Canada’s largest home, auto and business insurance company. Its
coast-to-coast presence, supported by a network of 2,300 insurance brokerages with more than 4,500 points of sale mean that
Intact Insurance can provide the outstanding service, comfort and continuity Canadians deserve. At Intact Insurance it’s not about
things, it’s about people. It’s about getting customers back on track as quickly as possible after an accident or unexpected event
occurs.
700 University Avenue
Toronto, ON M5G 0A2
Phone:
Website:
INVESTORS GROUP
For 90 years, Investors Group has been helping Canadians reach their financial goals. We believe that a well though-out plan for
your financial future is an integral part of building the life you want for yourself and your family. Our plans are delivered through your
personal advisor, a professional who will commit their time to developing a relationship with you and using their expertise to help
you make the most of your money so that you can get more out of life.
447 Portage Avenue
Winnipeg, MB R3C 3H5
Phone:
1.888.746.6344
Website:
www.investorsgroup.com
MACKENZIE INVESTMENTS
Mackenzie Investments was founded in 1967, and is a leading investment management firm providing investment advisory and
related services. With $70.0 billion in assets under management as at September 30, 2014, Mackenzie Investments distributes its
investment services through multiple distribution channels to both retail and institutional investors. Mackenzie Investments is a
member of the IGM Financial Inc. (TSX: IGM) group of companies. IGM Financial is one of Canada's premier financial services
companies with approximately $141 billion in total assets under management as at September 30, 2014. For more information, visit
mackenzieinvestments.com.
180 Queen Street West
Toronto, ON M5V 3K1
Phone:
888.653.7070
Website:
www.mackenzieinvestments.com
MANULIFE
Manulife is a leading Canada-based financial services company with principal operations in
Asia, Canada and the United States. Since welcoming its first customers in 1887, Manulife
has built a significant global presence by providing customers with strong, reliable, trustworthy and forwardthinking solutions for their most significant financial decisions. Our international network of more than 84,000
employees and agents offers our clients a broad range of financial protection and wealth management products
and services. We offer personal, commercial, corporate and investment banking products to millions of
customers across our three operating divisions: Asia, Canada and the United States, each of which represents
about one third of our overall business.
200 Bloor Street East
Toronto, ON M4W 1E5
Phone:
416.687.4300
Website:
www.manulife.com
MASTERCARD CANADA ULC
MasterCard is a technology company in the global payments industry. We operate the world’s fastest payments
processing network, connecting consumers, financial institutions, merchants, governments and businesses in
more than 210 countries and territories. MasterCard’s products and solutions make everyday commerce
activities – such as shopping, travelling, running a business and managing finances – easier, more secure and
more efficient for everyone. Follow up on Twitter @MasterCardAnws, join the discussion on the Cashless
Pioneers Blog and subscribe for the latest news on the Engagement Bureau.
121 Bloor Street E Suite 600
Toronto, ON M4W 3E2
Phone:
416.365.6655
Website:
www.mastercard.com
MBNA
Credit Bank
1600 James Naismith Drive
Gloucester, ON K1B 5N8
Phone:
613.742.4800
Website:
www.mbna.ca
MCAP SERVICE CORPORATION
MCAP is a leading independent Canadian mortgage company, with more than $52 billion in residential mortgages under
administration. Operating from offices across the country, MCAP provides home financing solutions to Canadians through
professional mortgage brokers. MCAP is Canada's largest subservicer of residential mortgages and was the first Canadian
subservicer to be rated by Standard & Poors.
200 King Street West Suite 400
Toronto, ON M5H 3T4
Phone:
416.598.2665
Website:
www.mcap.com
MELOCHE MONNEX INC.
Meloche Monnex Inc. is Canada's leading provider of home and automobile insurance and value-added financial security products
to members of professional and alumni associations, with offices in Calgary, Edmonton, Halifax, Montreal and Toronto.
50 Place Cremazie 12th Floor
Montreal, QC H2P 1B6
Phone:
514.382.6060
Website:
MERIDIAN CREDIT UNION
With over 70 years of banking history, Meridian is Ontario’s largest credit union, helping to grow the lives of its
more than a quarter of a million Members, including over 19,000 business Members. Meridian has more than
$10 billion in assets under management and delivers a full range of financial services online, by phone, by
mobile and through a network of 64 branches and 7 business centres. Membership in Meridian is open to
anyone looking for a financial services provider with a local, community focus and offers a viable alternative to
traditional banking options.
777 Bay Street 26th Floor
Toronto, ON M5G 2C8
Phone:
416.597.4444
Website:
www.meridiancu.ca
MONEY IN MOTION INC
Money in Motion Inc. is one of North America’s leading equipment leasing & financing agents. Money in Motion specializes in
providing financial services to business owners that include the following: equipment leasing, equipment loans, working capital
loans, accounts receivable financing, creditor insurance coverage on our leases to protect the business owner. Our professional
and well-trained employees know exactly how to put your Money In Motion.
175 West Beaver Creek Rd
Richmond Hill, ON L4B 3M1
Phone:
905.597.9451
Website:
www.moneyinmotion.net
OTIP (ONTARIO TEACHERS INSURANCE PLAN)
Our name is OTIP. Our initials stand for Ontario Teachers Insurance Plan. What we stand for is putting members of the education
community first. Almost 40 years ago, a group of like-minded individuals came together to create OTIP. They strongly believed the
insurance needs of Ontario’s educational workers would be better served by a not-for-profit insurance advocate that was part of the
education community; an insurance advocate with the determination, skill and vision to work with the best insurance companies to
shape and innovate products and services specially built for the education community. Visit otip.com to learn more.
125 Northfield Drive West
Waterloo, ON N2J 3Z9
Phone:
1.800.267.6847
Website:
www.otip.com
RBC
RBC (TSX, NYSE: RY) uses the initials RBC as a prefix for its businesses and operating subsidiaries, which
operate under the master brand name of RBC. RBC is Canada's largest bank as measured by market
capitalization and assets, and is one of North America's leading diversified financial services companies. It
provides personal and commercial banking, wealth management services, insurance, corporate and investment
banking, and transaction processing services on a global basis. The company employs approximately 60,000
people who serve more than 14 million personal, business and public sector clients through offices in North
America and some 30 countries around the world. For more information, please visit www.rbc.com .
88 Queens Quay West 12th Floor
Toronto, ON M5J 0B8
Phone:
Website:
www.rbc.com
SCOTIABANK
Scotiabank is one of North America's premier financial institutions and the most international
of Canadian banks. We provide personal, commercial, corporate and investment banking
services to individuals, small and medium-sized businesses, corporations and governments in more than 50
countries around the world, and coast to coast across Canada.
Scotia Plaza 44 King Street West
Toronto, ON M5H 1H1
Phone:
416.933.2434
Website:
www.scotiabank.com
SUN LIFE FINANCIAL
Sun Life is a leading international provider of protection and wealth products and services to individual and corporate customers.
With offices in key markets worldwide serving millions of customers, we help people achieve financial peace of mind by providing
sound financial solutions throughout their lifetimes.
150 King Street West
Toronto, ON M5H 1J9
Phone:
416.979.9966
Website:
www.sunlife.ca
TANGERINE
Tangerine is a direct bank that delivers simplified everyday banking to Canadians. With more
than 1.9 million clients and close to $38 billion in total assets, we are Canada's leading direct
bank. Tangerine offers banking that is flexible and accessible, products and services that are
innovative, fair fees, and award-winning client service. From no-fee daily chequing and high-interest savings
accounts, GICs, RSPs, TFSAs, mortgages and mutual funds, Tangerine has the everyday banking products
Canadians need. With over 1,000 employees in Canada, our presence extends beyond our website and Mobile
Banking app to our Café locations, Pop-Up locations and 24/7 Contact Centres. Tangerine was launched as ING
DIRECT Canada in 1997. In 2012 it was acquired by Scotiabank, and operates independently as a whollyowned subsidiary. For more information, visit tangerine.ca.
3389 Steeles Avenue East
Toronto, ON M2H 3S8
Phone:
416.497.5157
Website:
www.tangerine.ca
TD BANK GROUP
The Toronto-Dominion Bank and its subsidiaries are collectively known as TD Bank Group
(TD). TD is the sixth largest bank in North America by branches and serves approximately 22
million customers in four key businesses operating in a number of locations in key financial
centres around the globe: Canadian Personal and Commercial Banking, including TD
Canada Trust and TD Auto Finance Canada; Wealth and Insurance, including TD
Waterhouse, an investment in TD Ameritrade, and TD Insurance; U.S. Personal and
Commercial Banking, including TD Bank, America's Most Convenient Bank, and TD Auto
Finance U.S.; and Wholesale Banking, including TD Securities. TD also ranks among the world's leading online
financial services firms, with approximately 8.8 million online customers. The Toronto-Dominion Bank trades
under the symbol "TD" on the Toronto and New York Stock Exchanges.
77 King Street West 9th Floor, TD Tower North
Toronto, ON M5K 1A2
Phone:
416.308.5441
Website:
www.td.com
VISA CANADA CORPORATION
Visa is a global payments technology company that connects consumers, businesses, financial institutions and
governments in more than 200 countries and territories to fast, secure and reliable digital currency.
Underpinning digital currency is one of the world’s most advanced processing networks—VisaNet—that is
capable of handling more than 20,000 transaction messages a second, with fraud protection for consumers and
guaranteed payment for merchants. Visa is not a bank and does not issue cards, extend credit or set rates and
fees for consumers. Visa’s innovations, however, enable its financial institution customers to offer consumers
more choices: pay now with debit, ahead of time with prepaid or later with credit products. For more information,
visit www.corporate.visa.com
77 King Street West Suite 4400
Toronto, ON M5K 1J5
Phone:
416.367.8472
Website:
www.visa.com