SevenOak Private Wealth
Financial Services
Medicine Hat, Alberta, Ca
3 employees
- Employees
- 3
- Contacts
- 2
- Emails
- 2
- Phones
- 1
SevenOak Private Wealth Overview
- Headquarters
- Medicine Hat, Alberta, Ca
- Website
- davidsonprivatewealth.com
- Industry
- Financial Services
- Employees
- 3
- Founded
- 2015
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About SevenOak Private Wealth
Committed to inspiring our clients and empowering them to achieve their dreams, our team at SevenOak Private Wealth will help you to design the life you most want to lead. We'll work to understand your goals, keep you financially informed, and implement a portfolio that's been tailored to your vision of an ideal future. More than just experts in our field, we at SevenOak recognize the important role that we play within our community. We're dedicated to treating clients, strategic partners, and fellow staff with integrity, communicating with them honestly, and upholding a standard of professional transparency. In everything that we do, we aim to improve the lives of those we affect.
SevenOak Private Wealth Contact Details
- People in AeroLeads
- 3
- With contact data
- 2
- Email contacts
- 2
- 66.7% coverage
- Phone contacts
- 1
- 33.3% coverage
SevenOak Private Wealth Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Lisa Macdonald | Seven Oak Private Wealth | Medicine Hat, Alberta, Canada |
View
|
| Tatyana Leber | Advisor Assistant - Sevenoak Asset | Greater Calgary Metropolitan Area, Canada |
Email
|
| Tyler Davidson | President, Financial Advisor | Medicine Hat, Alberta, Canada |
Email
Phone
|
Employees by Management Level
Executive
1 profile
Individual contributor
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 1 | 1 | 1 |
| General | 1 | 1 | 0 |