Scotia Wealth Management

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

605 Giralda Dr, Los Altos, California, 9...

Phone Number

(416) 869-5140

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1
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About Scotia Wealth Management

IC Financial Management specializes in providing total wealth management solutions to Canadian families, corporations, and foundations. The company combines investment management with comprehensive financial planning services to create a Total Wealth Plan tailored to each client's financial objectives. They emphasize a disciplined investment approach and a client-focused service model. Their team is dedicated to understanding client needs and delivering personalized strategies to achieve financial success.Explore more
Scotia Wealth Management's Social MediaPopular SearchesScotia Wealth ManagementScotia Capital IncThe Bank of Nova ScotiaThe Gorrill GroupIC Financial ManagementSIC Code 62,628NAICS Code 52,523Show more

Scotia Wealth Management Org Chart

PhoneEmail
CD
United States flag for contact location.

Investment Associate

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Scotia Wealth Management

<$5M
1-10
Private
-
2009
CD
Cole DunphyInvestment Associate
<$5M
1-10
Private
-
1986
N/A
<$5M
1-10
Private
-
-
PL
Pat Landreth-SmithWealth Advisor & Portfolio Manager
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1998
SR
Stefania RuizAdministrative Associate
<$5M
1-10
Private
-
-
SP
Sandra PerreaultInvestment Associate
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Scotia Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Scotia Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Scotia Wealth Management.

Scotia Wealth Management Tech Stack

A closer look at the technologies used by Scotia Wealth Management

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Frequently Asked Questions Regarding Scotia Wealth Management

What is Scotia Wealth Management's official website?
Scotia Wealth Management's official website is www.icmanagement.ca
What is Scotia Wealth Management's Revenue?
Scotia Wealth Management's revenue is <$5 Million
What is Scotia Wealth Management's SIC code?
Scotia Wealth Management's SIC: 62,628
What is Scotia Wealth Management's NAICS code?
Scotia Wealth Management's NAICS: 52,523
How many employees does Scotia Wealth Management have?
Scotia Wealth Management has 1-10 employees
What industry does Scotia Wealth Management belong to?
Scotia Wealth Management is in the industry of: Finance, Securities Trading
What is Scotia Wealth Management competition?
Scotia Wealth Management top competitors include: Watson Financial Management, Greyell Portfolio Management, Mattenley Group, The Bank of Nova Scotia
What technology does Scotia Wealth Management use?
Some of the popular technologies that Scotia Wealth Management uses are: reCAPTCHA, PHP, Google Font API, Vimeo
How do I contact Scotia Wealth Management?
Scotia Wealth Management contact info: Phone number: (416) 869-5140 Website: www.icmanagement.ca
What does Scotia Wealth Management do?

IC Financial Management specializes in providing total wealth management solutions to Canadian families, corporations, and foundations. The company combines investment management with comprehensive financial planning services to create a Total Wealth Plan tailored to each client's financial objectives. They emphasize a disciplined investment approa... ch and a client-focused service model. Their team is dedicated to understanding client needs and delivering personalized strategies to achieve financial success.Read More

What are Scotia Wealth Management social media links?
Scotia Wealth Management Linkedin page Scotia Wealth Management Twitter page
Is Scotia Wealth Management a public company?
Scotia Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Scotia Wealth Management

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