RocheBanyan Inc.
Financial Services
Ca
17 employees
- Employees
- 17
- Contacts
- 1
- Emails
- 1
RocheBanyan Inc. Overview
- Headquarters
- Ca
- Phone Number
- Available in AeroLeads
- Website
- rochebanyan.ca
- Industry
- Financial Services
- Employees
- 17
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About RocheBanyan Inc.
RocheBanyan is a financial planning firm that specializes in dealing with clients who are members of an employer sponsored pension plan. We have expert knowledge of pension plan legislation and how to integrate your retirement planning to include both your pension plan income and your investment savings income together. We believe clients should have access to high quality financial and pension plan advice in order to look forward to or enjoy a quality retirement, which is fulfilled and free of money worries. What we do: Our goal is to provide our clients with both professional advice and quality service across a number of important areas: Retirement Planning Pension Planning Financial Planning Tax Planning Mutual Funds GICs Unique Pre-Retirement Seminar Expertise
RocheBanyan Inc. Contact Details
- People in AeroLeads
- 4
- With contact data
- 1
- Email contacts
- 1
- 25.0% coverage
RocheBanyan Inc. Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Martin Parker | Ottawa, Ontario, Canada |
Email
|
|
| Anny He, Cfa | Financial Advisor - Wealth Managment |
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|
|
| Angela Munro | Seminar Participant Department Manager |
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| Sophie Dubois | Licensed Investments Assistant | Ottawa, Ontario, Canada |
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|
Employees by Management Level
Individual contributor
5 profiles
Associate / junior
5 profiles
Director
1 profile
Manager
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 1 | 1 | 0 |
| Finance | 1 | 1 | 0 |
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