Achievex Financial Services
Insurance · 11-50 Employees
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Overview
Phone Number
(905) 889-1616Website
www.achievexfinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Achievex Financial Services
Achievex Financial Services Inc. promotes and services high-quality insurance and financial products. Our priorities are servicing, educating and growing the independent advisor. We will consistently strive to strengthen our relationship with you. Whether you broker life, critical illness, or disability insurance, retirement planning, employee benefits or segregated funds, Achievex Financial Services Inc. can meet and exceed all of your growing needs. Achievex Financial Services Inc. is a full-service Managing General Agency that is partnered with the best names in the insurance, financial services, sales, and information technology industries. These partnerships have resulted in the creation of the 'Achievex Four-Pronged Approach'. Achievex Financial Services Inc. was founded by Peter Freedman through the acquisition of Cowper Financial Services in 2007. It was established by an independent advisor with a strong primary objective: to service the specific needs of the independent advisRead more
Achievex Financial Services Org Chart
KT
Administrator
EC
Assistant
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Revenue
Number of Employees
Type
Funding
Founded In
Achievex Financial Servic...
<$5M
11-50
Private
-
2023
EK
Elisa KellyExecutive Assistant To the Chief Financial Officer
Company Profile Activity
Activity Insights
Achievex Financial Services is experiencing very low activity levels compared to other companies in the Insurance sector.
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Achievex Financial Services is drawing exceptional interest within the Insurance industry, suggesting notable developments or strong market momentum, learn more about Achievex Financial Services.
Achievex Financial Services Tech Stack
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Achievex Financial Services Inc. promotes and services high-quality insurance and financial products. Our priorities are servicing, educating and growing the independent advisor. We will consistently strive to strengthen our relationship with you. Whether you broker life, critical illness, or disability insurance, retirement planning, employee bene... Read More
