Abacus Wealth Management
Financial Services
Ca
16 employees
- Employees
- 16
- Contacts
- 4
- Emails
- 4
- Phones
- 1
Abacus Wealth Management Overview
- Headquarters
- Ca
- Website
- abacuswealthmgmt.com
- Industry
- Financial Services
- Employees
- 16
- Founded
- 2010
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Abacus Wealth Management
A financial strategy goes beyond an investment strategy. Sound planning principles involves investments as well as other big picture aspects: analyzing your estate, income taxes, education funds, current savings, insurance coverage and so on. Let us make sure you're heading in the best financial direction for your future. **Investment Disclaimer** Mutual funds and exempt market securities are provided through Portfolio Strategies Corp. Non-securities products and services are provided through Abacus Wealth Management Inc.
Abacus Wealth Management Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Abacus Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Lee Schmidt | Financial Advisor and Insurance Broker - Abacus Wealth Management Inc. / Portfolio Strategies Corporation | Edmonton, Alberta, Canada |
Email
|
| Simon Rohead | Director and Senior Financial Adviser at Abacus Wealth Management | Wheelers Hill, Victoria, Australia |
Email
|
| David Schumacher | Abacus Wealth Management Inc / Portfolio Strategies Corp | Greater Edmonton Metropolitan Area, Canada |
Email
|
| Gilles Wilvers | Certified Financial Planner® at Abacus Wealth Management Ltd and Portfolio Strategies Corp. | Spruce Grove, Alberta, Canada |
Email
Phone
|
Employees by Management Level
Individual contributor
5 profiles
Director
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 3 | 3 | 1 |
| General | 1 | 1 | 0 |
Abacus Wealth Management Tech Stack
Data / AI
1 profile
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