Aretec Wealth Inc.
Company

Aretec Wealth Inc.

Financial Services Ca 6 employees
Employees
6
Contacts
2
Emails
2

Aretec Wealth Inc. Overview

Headquarters
Ca
Industry
Financial Services
Employees
6
Founded
2024
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Aretec Wealth Inc.

Aretec is a wealth management firm for Canadian families who don’t want a “good enough” experience with their money, but an experience that’s the best it can possibly be. Tactical Wealth Portfolios We have a more dynamic approach to navigating markets, which allows us to better manage risks and be more opportunistic. Strategic Wealth Plans Most financial plans are created by plugging numbers into software. The planning we do is more akin to an in-depth business and life plan for our clients’ lives. Wealth Coaching We lead and educate our clients, helping them see the wisdom of doing what they otherwise might not have done. We are Fiduciaries A fiduciary is an advisor who is legally obligated to act in their client’s best interest.

Aretec Wealth Inc. Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage

Aretec Wealth Inc. Org Chart

Sample employees and titles
Name Title Contact
Roman Cannell Associate Vice-president at Aretec
Email
Greg Wise, Cim, Pfp Vice-president at Aretec Wealth Inc.
Email
Irene Yip Client Operations Manager - Aretec
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Keeley Simpson, Cim, Fdfs™️ CEO, Cco and Portfolio Manager
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Employees by Management Level

Executive 3 profiles
Manager 1 profile

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