Aretec Wealth Inc.
Financial Services
Ca
6 employees
- Employees
- 6
- Contacts
- 2
- Emails
- 2
Aretec Wealth Inc. Overview
- Headquarters
- Ca
- Website
- www.aretecwealth.com
- Industry
- Financial Services
- Employees
- 6
- Founded
- 2024
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Roman Cannell | Associate Vice-president at Aretec | Canada |
Email
|
| Greg Wise, Cim, Pfp | Vice-president at Aretec Wealth Inc. | Greater Toronto Area, Canada |
Email
|
| Irene Yip | Client Operations Manager - Aretec |
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|
|
| Keeley Simpson, Cim, Fdfs™️ | CEO, Cco and Portfolio Manager | Toronto, Ontario, Canada |
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|
Employees by Management Level
Executive
3 profiles
Manager
1 profile
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