CastleBay Wealth Management
Finance · Canada · 1-10 Employees
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Overview
Headquarters
1681 Chestnut St 400, Vancouver, British...Phone Number
(604) 737-9884Website
www.castlebaywealth.caRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1
About CastleBay Wealth Management
CastleBay Wealth Management is a fee-only discretionary wealth management firm based in Vancouver, specializing in portfolio management and financial planning services. The firm is committed to providing unbiased, personalized advice without selling financial products or receiving commissions, ensuring that clients' interests are prioritized. Their comprehensive approach allows them to tailor services to meet the unique financial goals of each client. CastleBay serves clients in British Columbia, Alberta, and Ontario, focusing on delivering peace of mind and security in achieving financial objectives.Explore more
CastleBay Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
CastleBay Wealth Manageme...
<$5M
1-10
Private
-
-
GE
Graeme EganPresident & Portfolio Manager (Discretionary) & Certified Financial Planner
Company Profile Activity
Activity Insights
CastleBay Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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CastleBay Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about CastleBay Wealth Management.
CastleBay Wealth Management Tech Stack
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CastleBay Wealth Management is a fee-only discretionary wealth management firm based in Vancouver, specializing in portfolio management and financial planning services. The firm is committed to providing unbiased, personalized advice without selling financial products or receiving commissions, ensuring that clients' interests are prioritized. Their... Read More
