Sovereign Wealth Management Inc
Financial Services
Burlington, Ontario, Ca
3 employees
- Employees
- 3
- Contacts
- 1
- Emails
- 1
Sovereign Wealth Management Inc Overview
- Headquarters
- Burlington, Ontario, Ca
- Website
- sovereignwealth.ca
- Industry
- Financial Services
- Employees
- 3
- Founded
- 2004
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Sovereign Wealth Management Inc
Whitney Hammond has been in personal practice since 1997. She desired to own and operate her own private wealth firm and launched Sovereign Wealth Management in 2004. Working closely with clients’ accounting, tax and legal advisors, Whitney helps clients understand and select will planning, testamentary trusts, tax deferral and asset accumulation strategies. Her expertise with wealth and risk management focuses on client’s goals and values allowing Whitney to build high levels of trust and establish multi-generational relationships. The firm is ever-growing with 4 full-time financial advisors. As a firm, Sovereign values the client first and foremost, which signifies that confidentiality, security, stewardship and knowledge are at the core of Sovereign’s philosophy. We endeavor to remain positive and proactive throughout our client relationships, while building and protecting wealth with passion, strength and integrity.
Sovereign Wealth Management Inc Contact Details
- People in AeroLeads
- 3
- With contact data
- 1
- Email contacts
- 1
- 33.3% coverage
Sovereign Wealth Management Inc Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Benjamin Takacs | Investment Associate at Sovereign | Hamilton, Ontario, Canada |
Email
|
| Geoff Milson, B.a. | Chief Operating Officer at Sovereign | Brantford, Ontario, Canada |
View
|
| Whitney Hammond Cfp Clu | Implementing Wealth Building Strategies |
View
|
Employees by Management Level
Associate / junior
3 profiles
Executive
1 profile
Individual contributor
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 2 | 2 | 1 |
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