Company

SBW Wealth Management

Investment Management Ca 12 employees

Employees: 12
Contacts: 3
Emails: 3
Phones: 1

sbwdirection.com LinkedIn

SBW Wealth Management Overview

Headquarters: Ca
Website: sbwdirection.com
Industry: Investment Management
Employees: 12
Founded: 1997
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Wealth Management Insurance Employee Benefits RRSPs

About SBW Wealth Management

At SBW Wealth Management, we pride ourselves on being more than just a financial firm. As a privately owned, independent entity, our focus remains solely on our clients, free from corporate affiliations and potential biases. We serve our clientele with intention, providing personalized, agile planning strategies that align with your unique needs. Our team of accomplished professionals collaborate as a unified hub for all your wealth management needs. We simplify the intricacies of your financial world by being that single, reliable point of contact for you and your loved ones. For our disclosure information, please visit: https://sbwdirection.com/

SBW Wealth Management Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage
Phone contacts: 1; 25.0% coverage

SBW Wealth Management Org Chart

Sample employees and titles

Name	Title	Location	Contact
Andrew Mackinnon, Cfp Clu	Partner at Sbw Wealth Management	Halifax, Nova Scotia, Canada	Email Phone
Jim Horwich	Family Wealth and Succession Specialist		View
Melissa Mestre	Account Manager Employee Benefits	Dartmouth, Nova Scotia, Canada	Email
Roger Sinclair	Founder and Partner	Dartmouth, Nova Scotia, Canada	Email