Calgary Financial Services

Finance · Canada · 1-10 Employees

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Overview

Headquarters

855 42 Ave SE Ste 222, Calgary, Alberta,...

Phone Number

(403) 214-3201

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Calgary Financial Services

Calgary Financial Services Ltd. is a Calgary-based financial advisory firm that provides quality financial advice, specializing in RRSPs, TFSAs, retirement planning, life and disability insurance, and estate planning. Their team of experts, including certified financial planners, offers tailored solutions to meet the financial needs of individuals and businesses. They focus on guiding clients through the retirement planning process and ensuring efficient asset transfer through estate planning. With over 36 years of experience, the firm is dedicated to delivering cost-effective insurance solutions and comprehensive financial strategies.Explore more
Popular SearchesCalgary Financial Services LtdCalgary FinancialpdfFinancial Services LtdCalgaryDYChen Financial LtdSIC Code 62,628NAICS Code 52,523Show more

Calgary Financial Services Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Calgary Financial Service...

<$5M
1-10
Private
-
1999
LM
Laureen MorrisonAdministrative Assistance
<$5M
11-50
Private
-
1993
MC
Michael CourosDirector, Marketing
<$5M
11-50
Private
-
1999
TR
Taylor RaeManager, Marketing & Administrative Support
<$5M
1-10
Private
-
-
JO
John OngFinancial Planner
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
CW
Christine WhiteExecutive Assistant To
Illustration of an envelope

Calgary Financial Services Tech Stack

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Frequently Asked Questions Regarding Calgary Financial Services

What is Calgary Financial Services's official website?
Calgary Financial Services's official website is www.calgaryfinancial.net
What is Calgary Financial Services's Revenue?
Calgary Financial Services's revenue is <$5 Million
What is Calgary Financial Services's SIC code?
Calgary Financial Services's SIC: 62,628
What is Calgary Financial Services's NAICS code?
Calgary Financial Services's NAICS: 52,523
How many employees does Calgary Financial Services have?
Calgary Financial Services has 1-10 employees
What industry does Calgary Financial Services belong to?
Calgary Financial Services is in the industry of: Finance, Insurance, Securities Trading
What is Calgary Financial Services competition?
Calgary Financial Services top competitors include: Money Strategies Financial, McLean Fearn Gallant Financial Services, Buss Financial Group, Investment Planning Counsel
What technology does Calgary Financial Services use?
Some of the popular technologies that Calgary Financial Services uses are: goo.gl, WooCommerce, WordPress.org, PHP
How do I contact Calgary Financial Services?
Calgary Financial Services contact info: Phone number: (403) 214-3201 Website: www.calgaryfinancial.net
What does Calgary Financial Services do?

Calgary Financial Services Ltd. is a Calgary-based financial advisory firm that provides quality financial advice, specializing in RRSPs, TFSAs, retirement planning, life and disability insurance, and estate planning. Their team of experts, including certified financial planners, offers tailored solutions to meet the financial needs of individuals... and businesses. They focus on guiding clients through the retirement planning process and ensuring efficient asset transfer through estate planning. With over 36 years of experience, the firm is dedicated to delivering cost-effective insurance solutions and comprehensive financial strategies.Read More

Is Calgary Financial Services a public company?
Calgary Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Calgary Financial Services

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