Putman Financial Group is a fully independent, Canadian financial services firm rooted in a family legacy of entrepreneurship. The company provides integrated financial solutions across three core areas: Wealth Management for high-net-worth individuals and families; Capital Markets expertise, including investment banking and advisory services for corporations; and Asset Management, offering innovative investment products for institutional clients. Their mission is to leverage their independence to provide unbiased advice and customized strategies, fostering long-term partnerships built on trust and integrity.

Founded in

United States