Thrive Wealth Management

Thrive Wealth Management

Financial Services Ca 67 employees
Employees
67
Contacts
1
Emails
1
Phones
1

Thrive Wealth Management Overview

Headquarters
Ca
Website
thrivewealth.ca
Industry
Financial Services
Employees
67
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Thrive Wealth Management

Credit Union Owned At Thrive our team wakes up every day focused on helping to improve our client's financial security. We do this by understanding their current financial situation and helping them build wealth plans that will allow them to achieve their wealth goals and dreams. Our vision is to be the premier provider of Wealth Management solutions in every Credit Union market we serve. To earn our Clients’ trust and meet their families’ Wealth Planning needs, we will provide solutions appropriate for every life stage. They will be served by our highly engaged professionals; working to improve their financial security and helping them achieve their Wealth goals. ** Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual funds, other securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated.

Thrive Wealth Management Contact Details

People in AeroLeads
4
With contact data
1
Email contacts
1
25.0% coverage
Phone contacts
1
25.0% coverage

Thrive Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Leah Palchinski Manager, Thrive Operations at Thrive
Email Phone
Darrel Daschuk Director, Wealth & Planning
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Chelsea Duerr
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James Matravolgyi, Cfp Wealth Advisor at Thrive Wealth
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Employees by Management Level

Individual contributor 12 profiles
Director 2 profiles
Manager 2 profiles
Executive 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 6 6 1
Finance 2 2 0
Operations 1 1 1

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