Breton Wealth Management
Finance · Canada · 1-10 Employees
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Overview
Headquarters
103 Byng Ave, Sydney, Nova Scotia, B1P 5...Phone Number
(902) 270-8030Website
www.bretonwealth.caRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Breton Wealth Management
Breton Wealth Management, established in Nova Scotia in 2006, provides a variety of financial products and services to individuals, families, and business owners. With six advisors and offices in Sydney and Port Hawkesbury, the company has built strong, long-term relationships with its clients. They offer services including retirement planning, insurance, benefits, and savings. Additionally, Breton Wealth Management is committed to supporting the local community through donations and volunteer work.Explore more
Breton Wealth Management Org Chart
JM
Financial Security Advisor
SC
Financial Security Advisor
CM
Financial Security Advisor
DV
Financial Advisor
WB
Financial Security Advisor
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Revenue
Number of Employees
Type
Funding
Founded In
$5M
11-50
Private
-
1985
LD
Lorea DeClercqSenior Financial Planner & Elder Planning Counselor & Certified Executor Advisor
Company Profile Activity
Activity Insights
Breton Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Breton Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Breton Wealth Management.
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Breton Wealth Management, established in Nova Scotia in 2006, provides a variety of financial products and services to individuals, families, and business owners. With six advisors and offices in Sydney and Port Hawkesbury, the company has built strong, long-term relationships with its clients. They offer services including retirement planning, ins... Read More
