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 InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Leah Palchinski | Manager, Thrive Operations at Thrive | Cudworth, Saskatchewan, Canada |
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Phone
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| Darrel Daschuk | Director, Wealth & Planning | Regina, Saskatchewan, Canada |
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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 | Phone | |
|---|---|---|---|
| General | 6 | 6 | 1 |
| Finance | 2 | 2 | 0 |
| Operations | 1 | 1 | 1 |
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