Affect Wealth

Finance · Canada · 1-10 Employees

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Overview

Headquarters

129 Queen St, Dunnville, Ontario, N1A 1H...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Affect Wealth

Affect Wealth is a financial planning service based in Dunnville, serving the Niagara Region and Haldimand. They specialize in creating personalized investment plans that align with clients' values, focusing on sustainable and socially responsible investing. Led by Phil Janzen, a mutual fund representative with nearly a decade of experience, the company aims to empower clients with the knowledge and tools needed for effective financial planning. Their services include retirement planning, life insurance, and ongoing support to ensure clients feel confident about their financial future.Explore more
Affect Wealth's Social MediaPopular SearchesAffect WealthSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Affect Wealth

<$5M
1-10
Private
-
2021
N/A
$5.2M
11-50
Private
$36M
1987
FM
Frédéric MartelPresident & CEO
<$5M
1-10
Private
-
2010
BC
Brett CransonFinancial Advisor
<$5M
11-50
Private
-
2001
N/A
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
1991
CY
Caroline YoungFinancial Advisor
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Affect Wealth Tech Stack

A closer look at the technologies used by Affect Wealth

Top Finance Companies

Frequently Asked Questions Regarding Affect Wealth

What is Affect Wealth's official website?
Affect Wealth's official website is www.affectwealth.ca
What is Affect Wealth's Revenue?
Affect Wealth's revenue is <$5 Million
What is Affect Wealth's SIC code?
Affect Wealth's SIC: 62,628
What is Affect Wealth's NAICS code?
Affect Wealth's NAICS: 52,523
How many employees does Affect Wealth have?
Affect Wealth has 1-10 employees
What industry does Affect Wealth belong to?
Affect Wealth is in the industry of: Finance, Securities Trading
What is Affect Wealth competition?
Affect Wealth top competitors include: Northern Private Capital, Young Financial Group, Planmar Financial, Uptown Wealth Management
What technology does Affect Wealth use?
Some of the popular technologies that Affect Wealth uses are: Sentry, F5 BIG-IP Platform, F5 BIG-IP Application Security Manager, Google Workspace
What does Affect Wealth do?

Affect Wealth is a financial planning service based in Dunnville, serving the Niagara Region and Haldimand. They specialize in creating personalized investment plans that align with clients' values, focusing on sustainable and socially responsible investing. Led by Phil Janzen, a mutual fund representative with nearly a decade of experience, the co... mpany aims to empower clients with the knowledge and tools needed for effective financial planning. Their services include retirement planning, life insurance, and ongoing support to ensure clients feel confident about their financial future.Read More

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

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