Amerity Wealth Management

Finance · Canada · 51-200 Employees

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Overview

Headquarters

3100 Steeles Ave E Suite 403, Markham, O...

Phone Number

(905) 307-3688

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
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Aug
ZI Rank
1
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1
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1

About Amerity Wealth Management

Amerity Wealth Management Inc. is an independent wealth management firm based in Canada, focusing on client-centered financial planning. Established in 2018, the company offers a range of services including investment, tax, retirement, financial, and estate planning, utilizing a human advice model to help clients achieve their financial goals. With over 150 registered mutual fund representatives, Amerity serves more than 5,000 families across Canada and manages assets exceeding 460 million. The firm is committed to providing advanced platforms for advisors and contributing value to society.Explore more
Amerity Wealth Management's Social MediaPopular SearchesAmerity Wealth Management IncAmerity Wealth ManagementAmerityAmerity Investment CorpAmerity Wealth ManagSIC Code 62,628NAICS Code 52,523Show more

Amerity Wealth Management Org Chart

CT
Canada flag for contact location.

Chief Executive Officer

PhoneEmail
GV
Canada flag for contact location.

Investment Advisory Representative

PhoneEmail
JH
Canada flag for contact location.

Investment Advisor & Representative

PhoneEmail
SP
Canada flag for contact location.

Financial Advisor

PhoneEmail
CF
Canada flag for contact location.

Assistant Accountant

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Amerity Wealth Management

<$5M
51-200
Private
-
2017
$6.7M
11-50
Private
-
1985
N/A
$5.5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
2004
CO
Chris OddExecutive VP, Operations
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
1989
Brian Lipskie, President & Chief Operating Officer at Rae & Lipskie Investment Counsel
Brian LipskiePresident & Chief Operating Officer
<$5M
11-50
Private
-
2010
RT
Rob TétraultBranch Manager & Investment Advisor & Senior Portfolio Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Amerity Wealth Management Tech Stack

A closer look at the technologies used by Amerity Wealth Management

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Frequently Asked Questions Regarding Amerity Wealth Management

What is Amerity Wealth Management's official website?
Amerity Wealth Management's official website is www.amerity.ca
What is Amerity Wealth Management's Revenue?
Amerity Wealth Management's revenue is <$5 Million
What is Amerity Wealth Management's SIC code?
Amerity Wealth Management's SIC: 62,628
What is Amerity Wealth Management's NAICS code?
Amerity Wealth Management's NAICS: 52,523
How many employees does Amerity Wealth Management have?
Amerity Wealth Management has 51-200 employees
What industry does Amerity Wealth Management belong to?
Amerity Wealth Management is in the industry of: Finance, Securities Trading
What is Amerity Wealth Management competition?
Amerity Wealth Management top competitors include: Polaris Financial, Physicians Wealth Advisory, Saxon Funds Management, Rae & Lipskie Investment Counsel
What technology does Amerity Wealth Management use?
Some of the popular technologies that Amerity Wealth Management uses are: Cloudflare Website Optimization, Sentry, Google Font API, Microsoft 365
How do I contact Amerity Wealth Management?
Amerity Wealth Management contact info: Phone number: (905) 307-3688 Website: www.amerity.ca
What does Amerity Wealth Management do?

Amerity Wealth Management Inc. is an independent wealth management firm based in Canada, focusing on client-centered financial planning. Established in 2018, the company offers a range of services including investment, tax, retirement, financial, and estate planning, utilizing a human advice model to help clients achieve their financial goals. With... over 150 registered mutual fund representatives, Amerity serves more than 5,000 families across Canada and manages assets exceeding 460 million. The firm is committed to providing advanced platforms for advisors and contributing value to society.Read More

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

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