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AEC Financial Group

Finance · Canada · 1-10 Employees

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Overview

Headquarters

1 Place Ville-marie Ste 1700, Montreal, ...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About AEC Financial Group

AEC Financial Group is a wealth advisory practice operating under the National Bank Financial umbrella. We offer an integrated approach to wealth management by leveraging our team members abilities and sophisticated portfolio management expertise. Our mission is to accompany our clients in dedicated and thorough fashion to ensure that they achieve their pre-established life goals. In order to provide you with financial peace of mind, our goal is to continually work to be leaders and innovators in the financial planning and financial services industry. In addition, we are constantly on the lookout for the best portfolio managers around the world, with the aim of being able to build and manage your wealth optimally. With over 20 years of combined investment experience, we make it our duty, first and foremost, to act with prudence, transparency and integrity towards every single one of our clients. AEC Groupe Financier est un groupe de Gestion de Patrimoine dirigé de faon indépendante souRead more
AEC Financial Group's Social MediaPopular SearchesAEC Financial GroupSIC Code 62,628NAICS Code 52,523Show more

AEC Financial Group Org Chart

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Associé

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Wealth Advisor

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Wealth Advisor

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Wealth Advisor

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Compare insights from companies similar to AEC Financial Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

AEC Financial Group

<$5M
1-10
Private
-
2021
$1.3B
1K - 5K
Public
$614.5M
1950
DG
David GrayManaging Director
$1B
1K - 5K
Private
-
2001
NK
Nasir KhattakSenior Vice President and Head of Technology Delivery, Office of the Chief Information Officer
$897M
201-500
Public
-
1984
$204.1M
201-500
Private
-
1995
MR
Michel RichardVice President & Director
$141.8M
201-500
Private
-
1923
TS
Trevor ShortPresident I CEO
$42.4M
201-500
Private
-
2007
Kirk Purai, Founder & Chief Executive Officer at Carte Wealth Management
Kirk PuraiFounder & CEO
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

AEC Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

AEC Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about AEC Financial Group.

Most Recent Scoops

Hiring Plans
AEC Financial Group has more open roles in Marketing Operations than it has had at any time in the past 12 months.
Hiring Plans
AEC Financial Group has more open roles in Treasury than it has had at any time in the past 12 months.
Hiring Plans
AEC Financial Group has more open roles in Finance than it has had at any time in the past 12 months.
Hiring Plans
AEC Financial Group has more open roles in Sales than it has had at any time in the past 12 months.
Hiring Plans
See more scoops

Top Finance Companies

Frequently Asked Questions Regarding AEC Financial Group

What is AEC Financial Group's Revenue?
AEC Financial Group's revenue is <$5 Million
What is AEC Financial Group's SIC code?
AEC Financial Group's SIC: 62,628
What is AEC Financial Group's NAICS code?
AEC Financial Group's NAICS: 52,523
How many employees does AEC Financial Group have?
AEC Financial Group has 1-10 employees
What industry does AEC Financial Group belong to?
AEC Financial Group is in the industry of: Finance, Securities Trading
What is AEC Financial Group competition?
AEC Financial Group top competitors include: Canaccord Genuity, Valeurs Mobilires Banque Laurentienne, Raymond James, Carte Wealth Management
What companies has AEC Financial Group acquired?
AEC Financial Group has acquired the companies: Altamira Investment Services, CWB Financial Group, Canadian Western Bank, Nbfwm
What does AEC Financial Group do?

AEC Financial Group is a wealth advisory practice operating under the National Bank Financial umbrella. We offer an integrated approach to wealth management by leveraging our team members abilities and sophisticated portfolio management expertise. Our mission is to accompany our clients in dedicated and thorough fashion to ensure that they achieve... their pre-established life goals. In order to provide you with financial peace of mind, our goal is to continually work to be leaders and innovators in the financial planning and financial services industry. In addition, we are constantly on the lookout for the best portfolio managers around the world, with the aim of being able to build and manage your wealth optimally. With over 20 years of combined investment experience, we make it our duty, first and foremost, to act with prudence, transparency and integrity towards every single one of our clients. AEC Groupe Financier est un groupe de Gestion de Patrimoine dirigé de faon indépendante sous la bannire de la Financire Banque Nationale. AEC vous offre une approche intégrée en gestion de patrimoine et une expertise sophistiquée en matire de gestion de portefeuille. Notre mission a pour but d'accompagner nos clients de faon dédiée afin de s'assurer qu'ils atteignent leurs objectifs de vie préétablis par les membres de notre équipe. Afin de pouvoir vous procurer une tranquillité d'esprit financire, nous nous sommes donnés comme objectif de continuellement travailler à tre des leaders et des innovateurs dans l'industrie de la planification financire et des services financiers. De plus, nous sommes constamment à la recherche des meilleurs gestionnaires de portefeuille à travers le monde, dans le but de pouvoir btir et gérer votre patrimoine de manire optimale. Avec plus de 20 ans dexpérience cumulée dans le domaine financier, nous nous donnons comme devoir, dabord et avant tout, dagir avec prudence, transparence et intégrité envers chacun de nos clients.Read More

What are AEC Financial Group social media links?
AEC Financial Group Linkedin page
Is AEC Financial Group a public company?
AEC Financial Group is private company therefore does not currently have an official ticker symbol
See more information about AEC Financial Group

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