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Family Office

Belay Advisory

Bendigo, VIC, Australia

Type

Family Office

Check size

n/a

Verticals

Generalist

Investment thesis

Belay Advisory is a Canadian consulting firm specializing in employee benefits, pension, and investment advisory services. Founded in 2006, the company operates primarily in Western Canada, with offices in Edmonton and Calgary. Belay Advisory serves a diverse client base, including private businesses, public sector organizations, and not-for-profits, providing tailored solutions in group benefits, retirement plans, and investment consulting. The firm is recognized for its independent, client-focused approach and has established a reputation for expertise in managing complex benefits and pension programs.

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