Chase Financial Services

Finance · 11-50 Employees

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Overview

Phone Number

(204) 987-2830

Revenue

$7.9 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Chase Financial Services

Chase & Ziprick Wealth Management is a private wealth management firm located in Manitoba. The firm, led by Kirk Chase, George Chase, and Glen Ziprick, specializes in helping clients achieve their financial goals through services such as retirement planning, estate planning, investments, and tax planning. They prioritize putting their clients' interests first by maintaining a fiduciary duty that emphasizes trust and transparency. Their approach includes a thorough understanding of clients' financial situations and objectives, continually adapting to changes in goals over time.Explore more
Popular SearchesChase Financial ServicesChase & ZiprickChase & Ziprick WealthChase Financial Services IncChaseziprick.caSIC Code 62,628NAICS Code 52,523Show more

Chase Financial Services Org Chart

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Chase and Ziprick Wealth Management

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Chase Financial Services

$7.9M
11-50
Private
-
-
GC
George ChaseChase and Ziprick Wealth Management
$6.7M
1-10
Private
-
2009
JF
John FrankDirector, Investments
<$5M
1-10
Private
-
-
WW
Wendy WestlundAdministrative Assistant
<$5M
1-10
Private
-
-
LC
Linda CunninghamPractice Manager
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2003
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Chase Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Chase Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Chase Financial Services.

Chase Financial Services Tech Stack

A closer look at the technologies used by Chase Financial Services

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Frequently Asked Questions Regarding Chase Financial Services

What is Chase Financial Services's official website?
Chase Financial Services's official website is www.chaseziprick.ca
What is Chase Financial Services's Revenue?
Chase Financial Services's revenue is $7.9 Million
What is Chase Financial Services's SIC code?
Chase Financial Services's SIC: 62,628
What is Chase Financial Services's NAICS code?
Chase Financial Services's NAICS: 52,523
How many employees does Chase Financial Services have?
Chase Financial Services has 11-50 employees
What industry does Chase Financial Services belong to?
Chase Financial Services is in the industry of: Finance, Securities Trading
What is Chase Financial Services competition?
Chase Financial Services top competitors include: Carney Lyster & Associates Private Wealth, PlayCheques Wealth Management, Theresa Bartley - Investment Planning Counsel, Kudrowich & Associates Private Wealth Management
What technology does Chase Financial Services use?
Some of the popular technologies that Chase Financial Services uses are: Sentry, F5 BIG-IP Platform, F5 BIG-IP Application Security Manager, Wix
How do I contact Chase Financial Services?
Chase Financial Services contact info: Phone number: (204) 987-2830 Website: www.chaseziprick.ca
What does Chase Financial Services do?

Chase & Ziprick Wealth Management is a private wealth management firm located in Manitoba. The firm, led by Kirk Chase, George Chase, and Glen Ziprick, specializes in helping clients achieve their financial goals through services such as retirement planning, estate planning, investments, and tax planning. They prioritize putting their clients' inte... rests first by maintaining a fiduciary duty that emphasizes trust and transparency. Their approach includes a thorough understanding of clients' financial situations and objectives, continually adapting to changes in goals over time.Read More

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

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