Capital Wealth Management

Finance · Canada · 1-10 Employees

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Overview

Headquarters

92 Church St, St. Catharines, Ontario, L...

Phone Number

(905) 682-5789

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Capital Wealth Management

Capital Wealth Management is a privately owned, comprehensive financial advisory firm based in St. Catharines, Ontario. Our qualified advisory team has over 100 years of combined financial planning experience. Capital Wealth provides expertise to assist clients with Wealth Management, Risk Management, Estate Planning and Business Succession and Transition Planning. Capital Wealth provides individual investors and business owners with honesty, integrity, accountability and the piece of mind they expect from their trusted professionals. The biggest challenge in today's crowded marketplace of financial advice is where do I turn and whom do I turn to. Turn to a firm who can offer you independence, a firm that adheres to the highest ethical standards, a firm that is committed to the highest level of education and professionalism and finally a firm that is looking ot build long term relationships with our clients. Capital Wealth Management's belief is that wealth creation is truly about theRead more
Capital Wealth Management's Social MediaPopular SearchesCapital Wealth ManagementCapital WealthCapitalwealthmanage XtsCapital IncCapital Wealth Management IncSIC Code 62,628NAICS Code 52,523Show more

Capital Wealth Management Org Chart

PhoneEmail
LU
Canada flag for contact location.

Manager, Operations

PhoneEmail
IV
Canada flag for contact location.

Office Manager

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Capital Wealth Management

<$5M
1-10
Private
-
-
LU
Linda UronickManager, Operations
$6.3M
1-10
Private
-
2015
DA
Dennis AugerChief Financial Officer
<$5M
11-50
Private
-
2010
RT
Rob TétraultBranch Manager & Investment Advisor & Senior Portfolio Manager
<$5M
1-10
Private
-
-
CS
Craig SimpsonFinancial Advisor
<$5M
1-10
Private
-
-
JT
Joe TrugliaInvestment Representative
<$5M
1-10
Private
-
2016
RL
Ryan LafleurAdvisor - Partner
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Capital Wealth Management Tech Stack

A closer look at the technologies used by Capital Wealth Management

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Frequently Asked Questions Regarding Capital Wealth Management

What is Capital Wealth Management's official website?
Capital Wealth Management's official website is www.capital-wealth.ca
What is Capital Wealth Management's Revenue?
Capital Wealth Management's revenue is <$5 Million
What is Capital Wealth Management's SIC code?
Capital Wealth Management's SIC: 62,628
What is Capital Wealth Management's NAICS code?
Capital Wealth Management's NAICS: 52,523
How many employees does Capital Wealth Management have?
Capital Wealth Management has 1-10 employees
What industry does Capital Wealth Management belong to?
Capital Wealth Management is in the industry of: Finance, Securities Trading
What is Capital Wealth Management competition?
Capital Wealth Management top competitors include: Investment Planning Counsel, Tetrault Wealth Advisory Group, Truespect Wealth Management, Personal Solutions Financial
What technology does Capital Wealth Management use?
Some of the popular technologies that Capital Wealth Management uses are: Google Cloud Web Serving, Google Cloud Platform, Google Workspace, Gmail
How do I contact Capital Wealth Management?
Capital Wealth Management contact info: Phone number: (905) 682-5789 Website: www.capital-wealth.ca
What does Capital Wealth Management do?

Capital Wealth Management is a privately owned, comprehensive financial advisory firm based in St. Catharines, Ontario. Our qualified advisory team has over 100 years of combined financial planning experience. Capital Wealth provides expertise to assist clients with Wealth Management, Risk Management, Estate Planning and Business Succession and Tra... nsition Planning. Capital Wealth provides individual investors and business owners with honesty, integrity, accountability and the piece of mind they expect from their trusted professionals. The biggest challenge in today's crowded marketplace of financial advice is where do I turn and whom do I turn to. Turn to a firm who can offer you independence, a firm that adheres to the highest ethical standards, a firm that is committed to the highest level of education and professionalism and finally a firm that is looking ot build long term relationships with our clients. Capital Wealth Management's belief is that wealth creation is truly about the planning process and not simply about rates of return. Our firm has created a number of trademarked processes which assist in helping you get to the line of confidence financially. The Wealth Accumulation and The Wealth Transition Blueprints, Wealth Check for your reviews and Successcare for business succession and transition are tools we use to give you clarity and confidence within your financial landscape. We welcome new clients and are happy to discuss how our firm can become a trusted advisor in helping you achieve any of your financial goals and dreams.Read More

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

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