M&D Succession Company Profile, Contacts & Intelligence

Financial ServicesToronto, Ontario, Ca1 employeeFounded 2022
1 contact with email or phone data1 with email data1 with phone data
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Employees
1
Company source estimate
Reachable Contacts
1
Visible contacts with email or phone data
Contacts With Email
1
1 of 1 visible contacts

M&D Succession Overview

At M&D Succession, we specialize in guiding multi-generational wealth with a focus on preserving legacies and fostering prosperity. Our exclusive multi-family office offers a strategic approach to tax minimization, estate planning, and succession management, ensuring that each client’s wealth is managed with precision, care, and foresight. With a tailored approach to each family's or business's unique needs, we make our clients feel like they’re part of an elite network with access to a broad spectrum of financial services. By leveraging our expertise in succession planning and comprehensive wealth strategies, we not only protect assets but also set a strong foundation for future generations. Our commitment goes beyond financial guidance. We believe in partnering with clients, creating a trusted relationship where they can rely on us to handle every aspect of their financial well-being. From managing complex estate matters to optimizing tax strategies, we provide the stability, resources, and attention our clients need to thrive. M&D Succession is more than just a service provider; we are a dedicated partner in helping businesses and families achieve lasting success. With us, you gain access to a network of experienced professionals who are as invested in your legacy as you are. Let us help you secure a prosperous future for generations to come.

Headquarters
Toronto, Ontario, Ca
Website
mdsuccession.com
Industry
Financial Services
Founded
2022
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Toronto

M&D Succession Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

1 contact with contact data
1 with email data and 1 with phone data in the visible sample.

M&D Succession People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

C
Corey Thorn, Cfp, Clu
Helping Families and Business Families
EP

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