Westward Advisors

Westward Advisors

Insurance Ca 10 employees
Employees
10
Contacts
3
Emails
3

Westward Advisors Overview

Headquarters
Ca
Industry
Insurance
Employees
10
Company Email
Available in AeroLeads
NAICS
Insurance Carriers and Related Activities
Agencies, Brokerages, and Other Insurance Related Activities
Keywords

About Westward Advisors

Westward Advisors is Canada’s leading provider of insurance-based tax and estate planning solutions for high net worth individuals and shareholders of privately held corporations. Our advisors provide independent advice to determine the best insurance-based tax and estate plan for your business and your family. Westward's team of insurance and estate planning specialists have the comprehensive training, extensive and current product knowledge, and years of practical experience that will enable you to develop the best personalized tax and estate plan-tailored to your specific needs.

Westward Advisors Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage

Westward Advisors Org Chart

Sample employees and titles
Name Title Contact
Wayne Stone Cpa, Ca, Cfp, Tep, Clu
Email
Westward Advisors Owner, Westward Advisors
View
Mike Blaney, Almi, Cfp, Cim Life Underwriter and Account Manager at Westward Advisors Ltd.
Email
Vivian Kan Senior Credit and Insurance Analyst at Westward Advisors
Email

Employees by Management Level

Executive 2 profiles
Manager 2 profiles
Senior / Lead 1 profile
Individual contributor 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 2 2 0
Sales 2 2 0
Executive 1 1 1

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