Company Details
- Employees
- 7
- Founded
- 2022
- Address
- 1959 Upper Water St, 3rd Floor,canada
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Wealth management, Financial advisor, Financial planning, Asset protection, Investment management, Business succession, Business exits, Shareholder agreements, Tax planning, Estate planning, Philantropy, RESP, Retirement planning, Business strategy, Portfolio management, Wealth preservation, Tax, Due diligence, Investment strategy, M&A, Asset management, Alternative investments, Mutual funds, Equities, Insurance, Banking.
- HQ
- Halifax, Nova Scotia
- Competitors
- The Clore-Kelly Group, Merrill Lynch, Blue Sky Financial Group, Khai Zhen Consulting Group, Barr Law Offices, Mile High Medicare, Wealthy Sistas Media Group, KEITH BUCHANAN LINSCO LEDGER, Great Vision Capital Growth, Award Financial Group, Shivanand Hulyalkar | We are here for Change Towards Healthy, Wealthy, Prosperous Society.