Prudentia Insurance and Wealth Management Inc.
Financial Services
Ca
3 employees
- Employees
- 3
- Contacts
- 1
- Emails
- 1
Prudentia Insurance and Wealth Management Inc. Overview
- Headquarters
- Ca
- Website
- prudentiaadvice.ca
- Industry
- Financial Services
- Employees
- 3
- Founded
- 2016
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Prudentia Insurance and Wealth Management Inc.
We strongly believe that Wealth Management advice is for Everyone. All individuals, families and businesses can benefit from wealth management advice to guide them through life’s journey. Prudentia Insurance and Wealth Management Inc. is a financial services firm. As a brokerage agency with access to multiple financial institutions, we search the market to help our clients find the most suitable solution at the best possible cost. As independent Advisors, we commit to providing unbiased, objective advice that keeps our clients’ best interests at heart. When we meet our clients, we present various options and clearly explain the benefits and disadvantages of each choice. We take the time to understand our clients’ needs, discuss their goals, and create a customized plan to help them build and preserve wealth.
Prudentia Insurance and Wealth Management Inc. Contact Details
- People in AeroLeads
- 2
- With contact data
- 1
- Email contacts
- 1
- 50.0% coverage
Prudentia Insurance and Wealth Management Inc. Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Steven Cheng, Aicb | President at Prudentia Insurance and Wealth Management Inc. / Mutual Funds and Exempt Markets Dealing Representative at Global Maxfin Investments Inc. | Montreal, Quebec, Canada |
View
|
| Victor Chack-Wan , Cim®, Ciwm | Retirement Planning - Wealth Management - Insurance - Investments - Financial Coach - Independent Financial Security Advisor at Prudentia Insurance | Montreal, Quebec, Canada |
Email
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Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 1 | 1 | 0 |