Team LWC Overview
- Headquarters
- Ca
- Website
- teamlwc.com
- Industry
- Financial Services
- Employees
- 4
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Team LWC
We offer a comprehensive, process driven, team-based approach to wealth management for a select group of qualified families. One that involves getting to know your family, along with your needs, goals, and objectives. Whether it’s working with business owners through a sale or succession, transitioning a family enterprise, or transitioning wealth from one generation to the next – the team is committed to helping you reach your financial and wealth planning goals.
Team LWC Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
Team LWC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Matthew Langsford | Wealth Management, Senior Investment | Oakville, Ontario, Canada |
Email
|
| Maria Jakovcic | Senior Investment Associate | Brampton, Ontario, Canada |
Email
|
| Shelley Yokom | Senior Investment Advisor Assistant | Hamilton, Ontario, Canada |
View
|
| Maggie Flynn, Qafp® | Financial Planner | Greater Sherbrooke Metropolitan Area, Canada |
View
|
Employees by Management Level
Senior / Lead
3 profiles
Individual contributor
1 profile
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