Carleton Financial Services
Finance · Canada · 1-10 Employees
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Overview
Headquarters
68 Chamberlain Ave 300, Ottawa, Ontario,...Phone Number
(613) 231-7700Website
www.carletonfs.comRevenue
$5.5 MillionIndustry
About Carleton Financial Services
Carleton Financial Services was formed when two industry veterans recognized that the best way to serve their clients was as a team. Leveraging over 35 years of solving financial planning challenges for their clients, Rob Dempster and Ken Guarisco, along with their support teams and some important industry allies, have created a firm that clients have come to count on. From their office based in "the Glebe" in Ottawa, they continually build relationships that are not only real and reliable, but that are heartfelt and affirming. They know that the most important things to grow and protect are our relationships, and they live that with their clients every day. Click below to listen to Rob Dempster talk about our role as advisors: Rob DempsterExplore more
Carleton Financial Services Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Carleton Financial Servic...
$5.5M
1-10
Private
-
1988
GD
Geoffrey DempsterVice President and Wealth Coach
Carleton Financial Services Tech Stack
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Carleton Financial Services was formed when two industry veterans recognized that the best way to serve their clients was as a team. Leveraging over 35 years of solving financial planning challenges for their clients, Rob Dempster and Ken Guarisco, along with their support teams and some important industry allies, have created a firm that clients h... Read More
